Wilson v. Phillips

459 S.W.2d 212, 1970 Tex. App. LEXIS 2591
CourtCourt of Appeals of Texas
DecidedOctober 23, 1970
Docket17143
StatusPublished
Cited by2 cases

This text of 459 S.W.2d 212 (Wilson v. Phillips) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wilson v. Phillips, 459 S.W.2d 212, 1970 Tex. App. LEXIS 2591 (Tex. Ct. App. 1970).

Opinion

*213 OPINION

BREWSTER, Justice.

This suit was brought by the heirs at law of Vida Walker Patton, deceased, for the purpose of having her last will construed by the court. All defendants were trustees of a trust that was originally created by the provision of her husband’s will. Defendants contended that Mrs. Patton’s will devised all property she owned at her death to them as trustees to become a part of the corpus of their trust estate. The trial court rendered judgment construing this will in such a manner that testatrix was held to have died intestate as to all property which she owned at the time of her death which had not constituted a part of the community estate of herself and husband. This resulted in a judgment awarding title to such separate property to testatrix’ heirs at law (plaintiffs herein) and the defendants have appealed.

We reverse and render.

The testatrix’ husband, Earl J. Patton, died on June 18, 1968, and his will was admitted to probate in Cooke County.

By his will Mr. Patton devised all of his property and his wife’s one-half interest in the community estate to certain named persons (the defendants herein) in trust, the pertinent provisions of such will being as follows:

II.
“I give, bequeath and devise to Roy P. Wilson, James Abner Enderby, Jim Smoot, and Fletcher Morris, jointly, as Trustees, to be administered by them as a Trust Estate for the purposes, uses and benefits herein provided, all of my properties of whatsoever nature and kind and wherever situated. * * * It is intended that such TRUST shall continue until the estate of Testator has been fully settled in accordance with the terms of this will. A majority of the Trustees shall have authority to perform all acts required by this will.
“III.
“My wife is Vida Walker Patton and we have no children nor the descendant or descendants of deceased children. Most of the properties we own were accumulated by our joint efforts and comprise our community estate. It is the intent of testator by this will to dispose of all of his own property, whether separate or community, and to dispose of the one-half interest of his wife, Vida Walker Patton, in our community estate; but it is not the intent of Testator by this will to dispose of any of the property inherited or that may be inherited by the said Vida Walker Patton, comprising her separate estate, nor shall her separate property enter into or be considered by my executors and trustees in disposing of my estate hereunder.”

Further provisions of Mr. Patton’s will were to the effect that his wife, Vida Walker Patton, was to be provided from the trust created in his will with a home for life and with a monthly income throughout her life. After his wife’s death the income from the trust estate was to be used to provide college tuition for deserving Methodist students from Cooke County.

On December 4, 1968, the testatrix, Vida Walker Patton, the surviving wife of Earl J. Patton, died and her will was probated in Cooke County in January, 1969. Pertinent provisions of her will are as follows:

“IV.
“In the event I am predeceased by my husband, the said Earl J. Patton, I hereby affirm his last will and testament dated December 24, 1963 together with any codicil or codicils he may make thereto, and hereby adopt the same as my own, but it is understood, as provided in his will, that my separate property and estate shall not be affected thereby.
“V.
“If I am predeceased by my said husband, it is my will that all of the property *214 owned by me at my death, of whatsoever nature or kind and wherever situated, shall pass to and vest in the Trustees named in his last will and testament (and in any codicil or codicils thereto) and be handled and disposed of by said Trustees as in my said husband’s will provided, and that the independent executors named in his will and/or codicils thereto shall administer my estate in the same manner and way as provided in his will.”

Mr. Patton’s will was executed on December 24, 1963, and Mrs. Patton’s will was executed on June 2, 1964.

The parties stipulated that at her death the testatrix owned $5,661.65 in cash that constituted her separate property and estate.

The trial court held that Mrs. Patton’s will did not dispose of her separate property and rendered judgment decreeing that testatrix died intestate as to her separate estate consisting of this cash item and that it passed by descent and distribution to the plaintiffs who are her heirs at law.

The position of the appellees is that Mrs. Patton’s will made no disposition, either express or implied, of her separate estate and that her will expressly provided that only the community estate belonging to herself and her husband should be subject to her testamentary disposition.

We disagree with this contention.

The court’s whole purpose in a will construction case is to ascertain the intent of the testatrix and, after doing that, to give effect to that intent. Kostroun v. Plsek, 15 S.W.2d 220 (Tex.Com.App., 1929).

The intent of the testatrix is to be gleaned from the provisions of the whole instrument, rather than from just isolated parts of it. Morris v. Finkelstein, 442 S.W.2d 452 (Houston Civ.App., 1969, ref., n. r. e.); Houston v. Harberger, 377 S.W.2d 673 (Fort Worth Civ.App., 1964, ref., n. r. e.); Darragh v. Barmore, 242 S.W. 714 (Tex.Com.App., 1922).

Where the basic intent and purpose of the testatrix is apparent from a reading of the whole will, then that intent must be given effect by the court, and all rules of construction must yield. Morris v. Finkelstein, supra; Verhalen v. Klein, 268 S.W. 975 (Fort Worth Civ.App., 1924, no writ hist.); and Bittner v. Bittner, 45 S.W.2d 148 (Tex.Com.App., 1932).

We conclude that the basic intent of the testatrix, Mrs. Patton, is apparent from a reading of her entire will.

The language of her entire will makes it apparent that by the provisions of paragraph IV of her will the testatrix was affirming the act of her husband in devising her one-half interest in their community estate to the trustees. Having by the language therein contained affirmed her husband’s will and having adopted the same as her own and having thus made provisions in her will in that paragraph IV by which she disposed of her one-half of their community estate, she was left at this point in her will in the position of having disposed of only a part of the property that she owned. She also owned some property that did not constitute any part of the community estate of herself and Mr. Patton. If her will stopped at this point it would not dispose of her separate property.

This being true she added paragraph V to her will.

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Bluebook (online)
459 S.W.2d 212, 1970 Tex. App. LEXIS 2591, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilson-v-phillips-texapp-1970.