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Gregg v. Jones

Citations: 699 S.W.2d 378; 1985 Tex. App. LEXIS 12422Docket: 04-84-00131-CV

Court: Court of Appeals of Texas; October 29, 1985; Texas; State Appellate Court

Narrative Opinion Summary

In this probate case, the appellants, relatives of the deceased husband of Lillian Camper Gregg, challenged the probate of her will, initially admitted with Clara Jones, the testatrix's mother, named as the sole heir and legatee. The appellants contended that the trial court erred in finding them not to be beneficiaries and in determining that the bequest to Samuel Gregg lapsed, resulting in the estate passing under intestacy to Clara Jones. The will's residuary clause intended the estate for Samuel Gregg and any surviving children, with a life estate for Clara Jones. Since Samuel predeceased Lillian with no surviving children, the court ruled the bequest lapsed, and thus, neither the appellants nor any heirs were entitled to the estate. The phrase 'survivors or survivor of them' was interpreted to mean those who outlived the testatrix, which did not include the appellants. As a result, the residuary estate passed through intestacy to the appellee, Clara Jones, as the sole heir. The court upheld the trial court's decision, rejecting the appellants' claims and affirming the estate distribution under descent and distribution laws.

Legal Issues Addressed

Interpretation of 'Survivors or Survivor of Them'

Application: The court ruled that 'survivors or survivor of them' referred to any living class members at the testatrix's death, not to the heirs of predeceased class members, thus leading to the gift's lapse.

Reasoning: The term 'survivors or survivor of them' refers specifically to Samuel Gregg and any children of Lillian Camper Gregg, designating that those alive at the time of Lillian's death would share the residuary estate equally.

Intestacy and Residuary Estate

Application: The court concluded that since no class members survived the testatrix, the residuary estate passed through intestacy to Clara Jones, the sole heir.

Reasoning: Consequently, the residuary estate would pass through intestacy. The trial court's decision that appellee, as Lillian Camper Gregg's sole heir, receives the entire estate under descent and distribution laws was upheld.

Lapse of Bequest

Application: The trial court determined that the bequest to Samuel Gregg lapsed because he predeceased the testatrix, leading to the estate passing through intestacy to Clara Jones.

Reasoning: Since Samuel Gregg predeceased Lillian and they had no children, the trial court ruled that the bequest lapsed, meaning the appellants were neither beneficiaries nor legal heirs and thus entitled to nothing from the estate.

Will Construction and Testator's Intent

Application: The court emphasized that the primary objective in will construction is to ascertain and give effect to the intention of the testator as expressed in the will's language.

Reasoning: Rules of will construction prioritize the testator's intent as expressed in the entire instrument, with interpretation based solely on the actual language used.