Dr. Victor W. Horadam v. Sue Stewart, Executrix of the Estate of Andre Alice Norton

Case Number
M2007-00046-COA-R3-CV

Executrix appeals the trial court’s interpretation of language from decedent’s Last Will and Testament. Decedent was a well-known author of science fiction literature and the rights to that literature comprise a significant portion of her estate. Beneficiary under Will sought construction specifically of his bequest granting “the royalties from all posthumous publication of any of my works[.]” The trial court held there was a patent ambiguity in the Will precluding extrinsic evidence of intent. Executrix objected and made an offer of proof of decedent’s intended use and meaning of the terms “copyright,” “royalties,” and “posthumous publication.” The court found decedent used “copyright” and “royalties” interchangeably and intended Beneficiary to have both the copyrights and posthumous royalties from all of her works.


Based on the language in the four corners of the Will, we agree there was an ambiguity in the Will but have determined it was latent, rather than patent, and we reverse the trial court on itsambiguity finding. Accordingly, the consideration of extrinsic evidence of the decedent’s intent and the circumstances surrounding the execution of the Will is permitted and is necessary for the proper administration of the estate. After careful review of the record including Executrix’s proffered evidence of decedent’s intent, we have determined that the decedent intended different meanings of the terms “copyrights” and “royalties” and we reverse the court’s determination that those terms were used interchangeably. In doing so, we award the copyrights not previously bequeathed in the Will to Executrix and the royalties, as defined in this opinion, to Beneficiary. In view of the circumstances of this case, we affirm the decision of the trial court that Executrix should be removed as executrix of the estate and an administrator ad litem appointed. Judgment of the trial court is affirmed in part, reversed in part, and remanded for further proceedings consistent with this opinion.

Authoring Judge
Judge Jeffrey F. Stewart
Originating Judge
Chancellor Robert E. Corlew, III
Case Name
Dr. Victor W. Horadam v. Sue Stewart, Executrix of the Estate of Andre Alice Norton
Date Filed
Dissent or Concur
No
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