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Interesting Developments In Inheritance Laws

My practice is limited to trials involving inheritance disputes including will contest, related property disputes and associated torts. To ask privately about a Texas litigation issue involving an inheritance dispute, click the big red button to go to our main site's contact page and ask a question privately.

Does A Texas Will That Says “all other things owned by me…” Include Everything Owed By The Testator

Texas will construction

The will

In a recent Texas inheritance dispute out of the Fort Worth Court of Appeals, In the Estate of Larry Ronald Neal, Deceased, No. 02-16-00381-CV, (Tex. App. –Fort Worth, Delivered: November 9, 2017), the question was what did the testator mean in his will. The will stated that the beneficiary (a niece) would receive “all my personal effects and all my tangible personal property, including automobiles, hangars, aircraft, fly-drive vehicles, patents, companies, and all other things owned by me at the time of my death, including cash on hand in bank accounts in my own name, or companies[`] names, or securities, or other intangibles.”

The dispute

The testator’s children asked the court to declare that he died intestate as to his real property since it was not mentioned in the will. The niece claimed that the phrase “and all other things owned by me at the time of my death” was meant to include the real estate. The executor who supported the niece’s position and the niece claimed that several tenants of Texas law applied. They claim that Texas requires that wills be construed so that the testator did not die intestate if at all possible. The appeals court said that presumption fails when the testator “through design or otherwise, has failed to dispose of his entire estate.” The court said that it is clear that the testator intended to dispose of only his personal property. The court cited cases declining to apply the presumption when the will did not dispose of the decedent’s entire estate.

The executor and the niece next turned to a following article in the will that said “Granting the Independent Executor power to sell, convey[,] or distribute real property clearly indicates [Larry] intended real property to pass” under the will.” The appeals court disagreed. “First, the law permits an independent executor in circumstances such as these to exercise control over real property even when that property passes through intestacy.” and “Second, and perhaps more importantly, (testator’s) reference to “real or personal” property in Article IV confirms that he knew the difference between those two types of property—indeed, he distinguished real from personal property three times in Article IV—and that he referred to both when intending to do so. In that regard, Article IV weighs against (executor’s) proposed interpretation of the will.”

The executor and niece next said that the testator’s use of the word “hangers” indicates the testator intended to dispose of both real and personal property. The appeals court disagreed. Because it was listed in the article dealing with personal property, the court held that the testator believed that hangers were among items classified as “tangible personal property.” Another reason to believe that the testator believed that hangers were tangible personal property is the lease with the city for the land and a provision that “any additions to the leased premises, including hangars, would become the city’s property if not removed within 120 days of the expiration of the thirty-year term.” The court ruled that the hangers were not permanently attached to the land and were therefore personal property, not real estate.

Conclusion

The language in a will needs to be precise. We don’t prepare wills or trusts but you should see a competent lawyer when you want to prepare a will.

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We handle litigation involving inheritance disputes. We don't prepare wills. We handle a select few cases on contingency. Don't use a comment to ask a personal question about an inheritance issue because your name and comment will be public. To ask a litigation question and to protect your privacy, click the red button to the right.


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