Ferguson v. Ferguson

288 S.W. 833, 1926 Tex. App. LEXIS 1342
Court of Appeals of Texas·Decided October 22, 1926·No. No. 214. [fn*]·Published·Cited by 6 cases

Opinions

RIDGELL, J.

Separate applications were made by Joe Lee Ferguson and Alex M. Ferguson, respectively, in the county court of Haskell county, for the probate of the following instrument, alleged to b'e the last will of their sister, Kate F. Morton, which instru'ment is as follows:

“Telephone No. 53. Post Office Box 92.
“Last Will of Kate F. Morton.
“Haskell, Texas, May 5th, 1924.
“I am going on a journey and I may never come back alive, so I make this will; but.X expect to make changes if I live.
“First, I want a hospital built in Haskell in memory of my husband, Francis Marion, to cost $50,000 (fifty thousand dollars); if I live I expect to have it done myself.
“I will to Jasper O. Lawson some piece of property or money of the value of five thousand 5,000.
“To Nannie Darr, my husband’s sister, 1,000 dollars in money or property; to my brothers Alvah and James I will (100) one hundred dollars each.
“To Annie Kate Ferguson a section of farming land 640 acres. The residue of property to be divided between my brothers Joe Lee and Alex M. Ferguson.
“To Zelma Ballard I will her the note I have on Curtis Ballard, her husband.
“I want all of my just debts paid. I owe W. H. Murchison for his services since my husband died.
“Love and good will to all my friends.
“Kate F. Morton.”

Contest was ,made by appellant and another brother. The city of Haskell filed a petition of intervention, and upon hearing of the cause the will was admitted to probate in the county court. The appellant appealed to the district court, where like judgment was rendered as in the county court, establishing said instrument as an unconditional, valid, and subsisting will of Kate F. Morton, deceased. The contest was based upon the following grounds:

First,- that by its terms it was an instrument conditioned to take effect as a will upon the contingency only that Mrs. Morton did not live to come back from a specific journey she was then on the eve of making; that she expressly stated that, if she lived to return, she expected to change it; that her return alive automatically revoked the instrument; that said instrument did not bear the signature of witnesses as required by the statute, neither was it a holographic will, in that it was not vvholly in the handwriting of Mrs. Morton, being partly written and partly printed ; that the provision for $50,000 for a hospital and other items were too indefinite to be legal, and were therefore invalid; that the will was too vague and indefinite to be understood or intelligently interpreted; and that to carry out the instrument as a will, independent of these clauses, would have the effect to unduly distort the general scheme and intent of the testatrix.

By first proposition it is insisted that said! instrument by its express terms was conditioned to take effect as a will on the contingency only that the testatrix may never come back alive from a specific journey upon which she was going. Having expressly stated that “I expect to make changes if I live,” it' was a conditional or contingent will, and was automatically revoked when the testatrix did come back alive.

W. H. Murchison testified as follows for the proponents óf the instrument:

“That he had been the attorney for Kate F. Morton from the date of her husband’s death on August 2, 1928, until her death on March 10, 1925, and had been her husband’s attorney for 10 years. The will was delivered to me by Mrs. Kate F. Morton, about the 26th or 27th of December, 1924, and I kept it in my possession continuously thereafter until it was'filed for pro.bate on March 25, 1925.”
“This instrument was not in a sealed envelope at the time it was delivered to me by Mrs. Morton ; it is in the same condition now that it was when it was delivered to me by her, pinned together. At that time Mrs. Morton was suffering from locked bowels, I believe, and was suffering a good deal of pain. She went to Stamford and was operated on, and was relieved of that trouble and died in the spring from the flu. At the time she delivered this paper to me, she was then contemplating having to go to the hospital for an operation; this was on the eve of leaving for the hospital; she sent for me to come, and I did.
“I would say that its [her estate] value, approximately, was something over $300,000. It consisted of lands principally, and a great deal of notes. She had on hand at the time of her death between $6,000 and $10,000. I recall her making a journey along about the time she made this instrument offered as a will; that was in the spring of that year; that is as close as I could swear to the time, the spring of 1924. She told me she visited her brother at Sherman, Alex M. Ferguson, and I think she went from there to Austin, and maybe to San Antonio to see Mr. Walter Scott, an old citizen of Haskell county for a long time, and a close friend of the Mor-tons; in fact, the lawyer who wrote Mr. Morton’s will. She stayed pretty close to Haskell, so far as I know; she was a home-loving woman and stayed at home.”
“I don’t know anything about the circumstances under which that paper was executed, other than is directed in the instrument; 1 didn’t know of its existence until it was handed to me. I testified that, soon after the date of that will, Mrs. Morton went on a journey, 1 think to Sherman and Dallas. She did return to Haskell from that journey, and she lived until March 10, 1925.”

The statément of facts, at bottom of page 14, contains the following agreement;

*835 “It is agreed ..that, about the date or shortly after the date of the instrument, Mrs. Kate if. Morton took a trip to Dallas, Sherman, and perhaps to Austin, and that she returned to Has-kell from that trip.”

The question to be answered by us under the facts in this case is whether or not this Will in controversy is contingent. This appeal must turn upon the correct answer of this question. Conditional or contingent wills are legally defined by the text-writers as follows:

“A will may be drawn to take effect on the happening of a contingency, and its operation will be defeated by failure of the contingency upon the happening of which it was to have taken effect, unless established by subsequent recognition or republished by the testator. Ordinarily wills of this character are made in view of an immediate journey or of a possible impending calamity. Whether a will is to be regarded as contingent turns upon the point Whether the contingency is referred to as the occasion of or reason for making the will, or as the condition upon which the instrument is to become operative, and unless the words clearly show that it was intended to be contingent it will be upheld.” 40 Cyc. 1082, 1083.

A will may be drawn to take effect on the happening of a contingency:

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Ferguson v. Ferguson, 288 S.W. 833, 1926 Tex. App. LEXIS 1342 (Tex. Ct. App. 1926).

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