Ellerbeck v. Haws

265 P.2d 404, 1 Utah 2d 229, 1953 Utah LEXIS 256
CourtUtah Supreme Court
DecidedDecember 31, 1953
Docket8010
StatusPublished
Cited by4 cases

This text of 265 P.2d 404 (Ellerbeck v. Haws) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ellerbeck v. Haws, 265 P.2d 404, 1 Utah 2d 229, 1953 Utah LEXIS 256 (Utah 1953).

Opinions

CROCKETT, Justice.

Is the following an absolute will?

“Sept. 29, 1951
“To whom it may concern:
“Being in the Holy Cross Hospital from digestive and other troubles, in the event I do not survive, Mrs. Ruth Clayton Haws is to take total charge of my home and such little business as may exist there. Further, she is to have my complete portion of the estate left by my father, namely Witton W. Ellerbeck.
“Ben B Ellerbeck
“P.S. I appoint Mrs. Ruth Clayton Haws to serve as executrix without bond.
“B. B. Ellerbeck” (Emphasis ours.)

[231]*231The will was entirely written, dated, and signed by the hand of the testator and therefore meets the requirements for the execution of an olographic will.1 The trial court admitted it to probate upon petition of its proponent, Ruth Qayton Haws, a cousin of the decedent. His brother, Wit-ton B. Ellerbeck, who objected below, now appeals.

Objector’s contention is that the emphasized phrase “* * * in the event I do not Survive, * * * ” plainly manifests that it was the decedent’s intention that the will should be effective only if such condition were fulfilled; wherefore, he argues that because Ben. B. Ellerbeck recovered from that particular illness, the condition was not met and the document is not his will.

With respect to wills which recite the circumstances under which they are made, the authorities uniformly recognize a distinction between two classes of cases. The first is where the testator simply states the circumstances under which the will is created or gives the reasons for making it. Such recitals usually refer to the uncertainties of life, a contemplated trip, military service, death away from home, or before a particular time, but do not limit the will to become effective only upon the occurrence of such event.2 Recitals of this character do not prevent the will from being effective in the event of death other than in accordance with the conditions referred to. The other class of cases deals with wills where circumstances such as the foregoing are referred to and the will expressly provides that it will be effective only on the condition that the testator does not survive the event referred to.3 Under the latter class — generally referred to as contingent or conditional wills — if the condition referred to is not met, the will is generally held to be ineffective.

Although we find no dispute as to the principle just stated, in applying'lt to specific fact situations the line that separates contingent and absolute wills is ofttimes so tenuous as to make it difficult to determine in which class a given document should fall. This led the Supreme Court of the United States to observe in Eaton v. Brown,4 “each case must stand so much on its own circumstances and words.” In that case the language: “I am going on a Journey and may, not ever return. And if I do not, this is my last request.” was construed as merely stating the reason or inducement for making the will; while on the other hand, in the case of Phelps v. Ashton 5 this wording : “Know all men by these presents that I, H. C. Ashton, Sr. being on the eve of leaving home for an indefinite time, and not [232]*232knowing what providence may ordain during my absence, do make and will this request in case of my death while absent” was held to evidence a contingency, and the testator having returned home before his death, the document was rejected as a will.

Despite the divergence of views in the “twilight” area between the absolute will, where the factual background is merely a recital, and the contingent will, where the condition is. set up as limiting the circumstances under which the testator intends the will to be effective, the authorities uniformly recognize that if the will expresses an intent.that it is to be effective only upon the happening of a contingency, when the condition fails, the will fails also.

Illustrative of this class of cases are: Dougherty v. Holscheider,6 where the will provided: “Friend Jim, I am going to start to Monterey tomorrow to have a surgical operation performed on me, and possibly I may never get back alive. * * * The doctors have said that it would not be dangerous; but in case anything should happen, I want you to see what I have left.” A second letter read: “I wrote you some weeks ago, and told you that I intended undergoing an operation, and that before doing so that I would write you and tell you what to do with my stuff in case, anything happened to me.” The court held the will contingent, stating: “We think the words of the letter indicate clearly that it was written merely as an expedient in case of death resulting from the operation. In both letters he desires certain things done ‘in case anything happened,’ evidently in connection with the operation”; Davis v. Davis,7 where the following was held to be contingent: “Should I not get over this operation, I want you and Papa to take charge of everything I’ve got”; and Ellison v. Smoot’s Adm’r,8 where textatrix had written a letter to her sister expressing despondency and stated: “If I can’t live through it and anything happens to me I want you to have what I have.” Testatrix died two years and four months later. The will- was held to be conditional.

The Supreme Court of Kentucky very well summarizes the distinction between the two classes of wills in Walker v. Plibbard: 9

« * * iji
if it was written only to make provision against a death that might occur on account of or as a result of the specific thing assigned as a reason for writing the will — it will be a contingent will; but, if the causes assigned for writing it are merely a general statement of the reasons or a narrative of conditions that induced the testator to make his will, it will not be a contingent will, although it may set forth probable or anticipated dangers or conditions that induced the testator to write it.”

[233]*233How do these tests apply to the document with which we are concerned and the circumstances of its creation? Deceased, Ben B. Ellerbeck, entered the Holy Cross hospital on the afternoon of September 27, 1951. Mrs. Haws visited him there September 29th and a discussion was had of his personal affairs. There was a “spur of the moment” decision to make a will as is evidenced by the fact that he did not even have at hand -a clean sheet of paper, nor did he delay long enough to get one He wrote the will over typewritten matter that appeared on a department store bill for shoes sold to Mrs. Haws, which she apparently took from her purse.

Mr. Ellerbeck spent a week in the hospital and was released. Mrs. Haws testified that she held the will in her possession until Ben returned home when she gave it to him saying: “Here is this will.” And he said, “Well, I will show you where I will put it” and he put it in the cupboard where it was found the day of his death. He died the last day of the following April.

The proponent failed to make any showing that the contingency referred to in the will had been met.

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Matter of Estate of Krueger
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In Re Baum's Estate
294 P.2d 711 (Utah Supreme Court, 1956)
Ellerbeck v. Haws
265 P.2d 404 (Utah Supreme Court, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
265 P.2d 404, 1 Utah 2d 229, 1953 Utah LEXIS 256, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ellerbeck-v-haws-utah-1953.