DocketNumber: ÑO. 14-0406, NO. 14-0407
Citation Numbers: 485 S.W.3d 914
Filed Date: 3/18/2016
Status: Precedential
Modified Date: 1/12/2023
This case concerns the construction of the nearly identical wills of Vencie and Melba Beard. Vencie and Melba were a married couple. Vencie shot and killed Melba shortly before taking his own life. The wills' disposed of each testator’s separate property and all of the couple’s community' property. Each will contained the following provision: “If both my [husband/wife and I] die in a common disaster or under circumstances making it impossible to determine which of us died first, I bequeath [specified cash amounts to nine individuals].” Each will also contained several other provisions devising and bequeathing certain property, including the residual estáte, in the event that either spouse did not survive the other by 90 days.
It is undisputed that Melba died at 8:59 p.m. and Vencie died at 10:55 p.m. on the same night. After their deaths, Elaine Stephens—as independent executrix of both estates—filed two suits (one for each estate) seeking a .declaration .that the Beards did- not die in a “common disaster or under circumstances making it impossible to determine [who] died first.” The trial court disagreed with Stephens and found,that the Beards did die in a common disaster. Moreover,, the trial court found that the Simultaneous Death Act (SDA), Probate Code Chapter 47,
In construing a -will, our focus is on the testator’s intent, which is “ascertained by looking to the provisions of the instrument as a whole, as set forth within the four corners of the instrument.” Perfect Union Lodge No. 10 v. Interfirst Bank of San Antonio, N. A., 748 S.W.2d 218, 220 (Tex.1988). Thus, “[t]he court should focus not on “what the [testator] intended to write, but the meaning of the words [he] actually . used.’” San Antonio Area Found. v. Lang, 35 S.W.3d 636, 639 (Tex.2000) (quoting Shriner’s Hosp. for Crippled Children of Tex. v. Stahl, 610 S.W.2d 147, 151 (Tex.1980)). Such words, “whether technical or popular,” are construed “in their plain and usual sense, unless a clear intention to use them in another sense” is present in the instrument. White v. Taylor, 155 Tex. 392, 286 S.W.2d 925, 926 (1956). Generally, “[t]he will should be construed so as to give effect to every part of it, if the language is reasonably susceptible of that construction.” Perfect Union Lodge, 748 S.W.2d at 220; Welch v. Straach, 531 S.W.2d 319, 322 (Tex.1975) (“all 'parts' of the testamentary writings ... are to be harmonized and given effect”).
The phrase “common disaster” has a well-recognized legal meaning: “[a]n event that causes two or more persons [with related property interests] ... to die at very nearly the same time, with no way of determining the order of their deaths.” Black’s Law DictionaRy 333 (10th ed.2014) (emphasis added); see also White, 286 S.W.2d at 926-27; Glover v. Davis, 366 S.W.2d 227, 231 (Tex.1963) (“where two or more persons perished in the same disaster, there was no presumption at common law that either survived or that all perished simultaneously.”).
The court of appeals acknowledged the legal definition of “common disaster,” but then crafted its own definition by separately defining the words “common” and “disaster” and combining their separate definitions. Stephens, 428 S.W.3d at 387-88 (“‘common’ can mean shared by two or more ... [and] disaster has been defined as a calamitous event or great misfortune.” (Citing MerRiam-Webster’s Collegiate Dictionary 250, 355 (11th ed.2011))). The resulting definition of “common disaster” was “any situation where the death of two or more people-arose out of the same set
The court of appeals erred by ignoring the legal definition of “common disaster.” “[W]here the meaning of the language used in the will has been settled by usage and sanctioned by judicial decisions, it is presumed to be used in the sense that the law has given to it, and should be so construed, unless the context of the will shows a clear intention to the contrary.” Mitchell v. Mitchell, 151 Tex. 1, 244 S.W.2d 803, 806 (1951) (internal quotation marks omitted); see also Lang, 35 S.W.3d at 639; Davis v. Shanks, 898 S.W.2d 285, 286 (Tex.1995). As already noted, “common disaster” is a phrase with a settled legal usage. See White, 286 S.W.2d at 926-27; Fitzgerald v. Ayres, 179 S.W. 289, 291-92 (Tex.Civ.App.—Dallas 1915, writ ref'd);
The Beards’ wills do not demonstrate a contrary intent. It appears that the Beards used “common disaster” in its legal sense and then added “or under circumstances máking it impossible to determine [who] died first.” This addition ensured that- the common-disaster provision would become effective if the Beards died and it was “impossible to determine [who] died first,” but where their deaths did not result from any common occurrence or event. See 9 Gerry W.- Beyer, Texas' Practice Series: Texas Law of Wills § 29.2 (3d'ed. 2002) ■(“‘Common disaster’ fails to encompass- unrelated but closely-timed deaths”). Reading the wills’ other provisions tends to support this reading. See Welch, 531 S.W.2d at 322. For example, when the Beards wanted to provide for close-in-time but non-simultaneous death situations, they did so using survival periods. Thus, had they intended for “common disaster” to encompass the circumstance in which they died in quick succession, but not simultaneously, it seems strange that they would have used a different (and ineffective) provision to accomplish that intent.
We note that the Beards’ wills are not models of clarity—by including the broad phrase “or under circumstances making it impossible to determine [who] died first,” the' drafter' tends to render “common disaster” (or at least the common legal meaning of the phrase) meaningless. In the context of the Beards’ wills, howev
Accordingly, we grant the petition for review and, without hearing oral argument, Tex. R. App. P. 59.1, we reverse the court of appeals’ judgment and render judgment that the Beards did not die in a “common disaster.”
. The legislature repealed the Probate Code and re-codified its provisions in the Estates Code, effective January 1, 2014. Probate Code Chapter 47’s provisions are now con■tained in Estates Code Chapter 121. Chapter 47 was in effect at the time of the Beards’ deaths. -
. Courts in other jurisdictions have also applied this legal meaning to clauses providing for certain distributions in case of a "common disaster.” See, e.g., In re Davis' Estate, 186 Misc. 95S, 61 N.Y.S,2d 427, 429 (N.Y.Sur. 1946), aff’d In re Davis' Will, 271 A.D. 970, 69 N.Y.S.2d 327 (1947) ("It is plain to be understood that the petitioner in using the term 'common disaster’ meant and intended to provide for a case where both parties perished and there were no proofs to establish the survivorship”); Modern Woodmen of Am. v. Parido, 253 Ill.App. 68, 74 (Ill.App.Ct.1928), aff’d, 335 Ill. 239, 167 N.E. 52 (1929) (" ‘Dying at the same time’ or ‘dying in a common disaster,' are merely, in law, different statement of the same situation or result_”).
. In Fitzgerald, a married couple from Dallas attempted to scale Pike’s Peak in Colorado. Id. at 289-90. When they were about two and a half miles from the summit, a snowstorm hit. Id. at 290. Although a train was available to take them to the summit, the wife refused, remarking, “We are from Texas, and I will show you that we will walk it.”. Id. Sadly, their bodies were later found about half a mile from the summit. Id. The Dallas court of appeals asked how the couple’s property should transfer in a “common disaster” where there was "no evidence ... showing which one of the testators died first.” Id. at 292, The court also noted “that there is no presumption either of survivorship or of the simultaneous death of persons who perish in a common disaster.” Id at 291. In other words, the court recognized the order of deaths in a "common disaster” is unknown. See id.
. Stephens also urges, as she did in the court of appeals, that the Beards' wills did not incorporate the SDA. We agree. The common-disaster and survival-period provisions of the Beards’ wills clearly constitute "language dealing explicitly with simultaneous death or deaths in a' common disaster, or requiring that the devisee ... survive the testator for a stated period in order to take under the will,” thus supplanting the SDA’s default provisions. See Tex. Prob. Code § 47(c).