Kuehn v. Bremer

Decision Date28 September 1939
Docket NumberNo. 2124.,2124.
PartiesKUEHN et al. v. BREMER.
CourtTexas Court of Appeals

Appeal from District Court, Falls County; Terry Dickens, Judge.

Action by Mrs. Ottilie Kuehn and others against William A. Bremer, individually and as independent executor, to recover personal estate possessed by August Spitzer, deceased, which allegedly was undisposed of by will. From a judgment for the defendant, the plaintiffs appeal.

Affirmed.

Sleeper, Boynton & Kendall, of Waco, for appellants.

Cecil R. Glass, of Marlin, for appellee.

GEORGE, Justice.

Appellants, the surviving half brothers and half sisters of August Spitzer, and the surviving children of Gustav Guderian, deceased half brother of August Spitzer, instituted this suit against William A. Bremer, individually and as independent executor of the will of August Spitzer, deceased, to recover the personal estate possessed by August Spitzer at the time of his death, on the theory that he departed this life leaving his personal estate undisposed of by will. The will and codicil thereto are as follows:

"That I, August Spitzer of said state and county, being in good bodily health and of sound and disposing mind and memory, desiring to direct how the estate of which I shall die seized and possessed shall be disposed of after my death while I have the strength and capacity to do so, do make, declare and publish this as my true last will and testament, hereby now revoking any and all last wills and testaments heretofore at any time made by me.

"1. I desire and direct that all my just debts and the expenses of my last illness and funeral shall be paid out of my estate as soon after my death as my executrix or executor hereinafter named shall find it advisable.

"2. I give, devise and bequeath unto my beloved wife, Auguste Spitzer, all the personal estate of which I shall die seized and possessed in fee simple and in addition thereto an estate for and during her natural life in and to all the real estate of which I shall die seized and possessed with the remainder over to my nephew William A. Bremer as hereinafter specified.

"3. I give and bequeath unto the trustees of the German Baptist Church at Cottonwood in the northern part of Falls County, Texas for the use and benefit of said church the sum of five hundred dollars in cash — which sum shall be paid to them within twelve months after my death if I depart this life after my said wife does or within twelve months after her death if she dies after I do.

"4. I give and bequeath the sum of one hundred dollars to each of my half brothers Adolph Guderian, Gustav Guderian, and Julius Guderian and also to my half sisters, Emilie Fechner, nee Guderian, Ottilie Kuehn, nee Guderian and Bertha Purzinski, nee Guderian, and the sum of one hundred and fifty dollars to my niece Firda Loesch, nee Mueller. I direct that said sums of money shall be paid to them on or before twelve months after my death if I depart this life after my said wife does, or within twelve months after her death if she dies after I do.

"5. All the remainder of my estate, — including all my real estate subject to said life estate to my said wife — I give, devise and bequeath to my nephew William A. Bremer in fee simple, I desire and direct however that it shall be charged with a lien securing the payment by him of the bequests in money hereinbefore made and specified by me.

"6. I nominate and appoint my said wife, Auguste Spitzer, the sole and independent executrix of this will, if I die before she does and if she dies before I do, then I nominate and appoint the said William A. Bremer such independent executor. I desire and direct that neither of them shall be required to make bond as such and I further desire and direct that no other or further action shall be had in the probate court with reference to the settlement of my estate than the probating and recording of this will and the filing of an inventory and list of claims of my estate.

"In testimony whereof I hereunto set my hand in the presence of William B. Marstaller and Edwin W. Gummelt, who have signed their names hereto as subscribing witnesses at my request and in my presence on this the 9th day of September, 1930.

                              "(Signed) August Spitzer
                  * * *
                     "Waco, Texas, February 4, 1936
                

"I here now desire and direct that the bequest to my sister Emilie Fechner for the sum of one hundred dollars shall not be paid to her as directed in my will, — she owes me more than that sum.

                         "(Signed) August Spitzer."
                

The material facts are that August Spitzer and Auguste Spitzer were husband and wife; that Auguste Spitzer died on or about the 3rd day of January, 1936, and August Spitzer died on or about the 30th day of October 1936; that August Spitzer at the time of his death left surviving him no widow, no children and no descendants of deceased children, no father and no mother, and appellants are his next of kin; that the will and codicil thereto has been duly probated by the county court of Falls county, Texas, the county in which August Spitzer resided at the time of his death; that William A. Bremer is the duly qualified and acting executor of the estate of August Spitzer, deceased; that William A. Bremer was a nephew of Auguste Spitzer and a nephew by marriage of August Spitzer; that William A. Bremer had lived as a neighbor to his uncle, August Spitzer, since 1908, and upon the death of Auguste Spitzer moved into the house with August Spitzer.

The trial court construed the will and held that the devise of the personal property to Auguste Spitzer in section 2 of the will lapsed by reason of her prior death and fell into section 5 as a residuary clause and passed to William A. Bremer under the will.

The rule is recognized and is supported by the weight of authorities that in the absence of a statute upon the question, under a will containing a general residuary clause, a bequest of property, which, valid when made, fails for any reason, such as the death of the legatee prior to the death of the testator, becomes a lapsed legacy and falls into the residuary clause and passes to the residuary legatee, unless a different intention is expressed in the will. Bittner v. Bittner, Tex.Com. App., 45 S.W.2d 148, par. 2; 9 Texas Law Review, pp. 265 to 272. Yet the rule announced in Moss v. Helsley, 60 Tex. 426, and Bittner v. Bittner, Tex.Com.App., 45 S.W.2d 148, pars. 3 to 5, inclusive, is that the intention of the testator, when ascertained from the entire will, will control. It is also a well recognized rule that unless a contrary intention is plainly expressed or necessarily implied, it will be presumed from the mere fact of making the will, that the testator intended to dispose of his entire estate, and that he did not intend to die intestate as to the whole or any part of his property. Paul v. Ball, 31 Tex. 10; Kostroun v. Plsek, Tex.Com. App., 15 S.W.2d 220; Sanger v. Butler, 45 Tex.Civ.App. 527, 101 S.W. 459, error refused; Verhalen v. Klein, Tex.Civ. App., 268 S.W. 975; Hagood v. Hagood, Tex.Civ.App., 186 S.W. 220, error refused; United States Fidelity & Guaranty Co. v. Mueller, Tex.Civ.App., 13 S.W.2d 430; Lindsey v. Rose, Tex.Civ.App., 175 S.W. 829, error refused; Meiners v. Meiners, 179 Mo. 614, 78 S.W. 795. The rule is likewise recognized that if the will is open to two possible constructions, one which would result in a disposal of the testator's entire estate and another which would leave him wholly or partially intestate, the former will be adopted. Ferguson v. Ferguson, 121 Tex. 119, 45 S.W.2d 1096, 79 A.L.R. 1163; Ellet v. McCord, Tex.Civ. App., 41 S.W.2d 110, error...

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  • Kirk v. Beard, A-7857
    • United States
    • Texas Supreme Court
    • March 29, 1961
    ...pass to the nieces if that was the last will of the surviving brother and was relied upon and admitted to probate. Kuehn et al. v. Bremer, Tex.Civ.App., 132 S.W.2d 295, wr. ref.; Bittner v. Bittner, Tex.Com.App., 45 S.W.2d 148. In fact this seems to be the principal ground upon which the ni......
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