Vernon McBride, Jr., et al. v. Barbara Kate Sumrow

Case Number
W2004-01086-COA-R3-CV

This is a will construction case. The decedent died testate in May 2002. In his will, he left certain properties in trust for the benefit of his spouse during her lifetime. The will detailed how the properties were to be distributed in the event his spouse predeceased him. The will did not state how the remainder interest in the properties was to be distributed in the event his spouse survived him.  The decedent was survived by his spouse. The co-executors filed a declaratory judgment action to interpret the will. The trial court ruled that the decedent died partially intestate, with the remainder interest in the specific properties passing through the laws of intestate succession. The co-executors of the trust appealed, arguing that the there was an error in the drafting of the will and that the decedent would have wanted the properties to be distributed in the same manner, regardless of whether his spouse predeceased him. We affirm, finding that, under these circumstances, the will Ccannot be reformed and the property must pass through the laws of intestate succession.

Authoring Judge
Judge Holly M. Kirby
Originating Judge
Chancellor Martha B. Brasfield
Case Name
Vernon McBride, Jr., et al. v. Barbara Kate Sumrow
Date Filed
Dissent or Concur
No
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