Hagood v. Hagood

187 S.W. 228
Court of Appeals of Texas·Decided April 29, 1916·Published·Cited by 4 cases

Opinion

DUNKLIN, J.

The only controverted issue involved upon this appeal is the proper construction of the will of R. L. Hagood. The conclusion of the majority is, substantially, that as the language of the will is of itself clear and free from ambiguity, ail agreed facts shown in the statement of facts should be excluded from consideration in arriving at the testator’s intentions, because such evidence would tend to vary the express terms of the will.

Some of the quotations shown in the opinion of the majority to the effect that a will cannot be reformed to correct a mistake made by the testator in its execution are inapplicable here and tend to confuse rather than to elucidate the issue, since appellants did not present that issue, but elected to stand upon the will as written, interpreted in the light of facts dehors the will shown in the agreed statement of facts.

All the authorities agree upon the general rule announced in the quotations in the opinion of the majority that parol evidence will not be -permitted to contradict, add to, or explain the terms of a will which are free of ambiguities or obscurities. But there is another rule of construction equally as well established, that the terms of a will or contract, which, standing alone, are definite and certain, may be shown b3r parol evidence to be ambiguous and the ambiguity may be removed by evidence of like character. 3 Jones on Evidence, § 472.

“Ambiguity is defined as duplicity; indistinctness; an uncertainty of meaning or expression used in a written instrument.” 1 Words and Phrases, p. 199.
“A ‘latent’ ambiguity, as defined by Lord Bacon, is ‘that which seems certain and without ambiguity for anything that appeareth upon the deed or instrument, but there is some collateral matter, outside of the deed, that breedeth the ambiguity.’ ” 3 Words and Phrases, p. 31.

Prof. Wigmore, in volume 4, § 2462, of his able and exhaustive work on Evidence, traces the history of the general rule forbidding the introduction of parol evidence to vary the terms of a written instrument. He notes that until the middle of the fifteenth century land could not be alienated by will at all, and that for a long time after that period “through the lack of a liberal and sympathetic search for the testator’s meanings, the spirit of rational interpretation was hindered.” 1-Ie notes further that a like strictness of interpretation of all legal documents continued until about the beginning of the eighteenth century, when there set in “a growing spirit of liberality.” And in section 2470 he notes the stages of progress of liberalism in the construction of wills, both in England and the United States, from Lord Coke’s time down to the present, giving the following quotations of authorities:

“1831, Sir James Wigram, Y. G., Extrinsic Evidence in Aid of the Interpretation of Wills, Proposition V: ‘For the purpose of determining the object of a testator’s bounty, or the subject of disposition, or the quantity of interest intended to be given by his will, a court may inquire into every material fact relating to the person who claims to be interested under the will, and to the property which is claimed as the subject of disposition, and to the circumstances of the testator and of his family and affairs, for the purpose of enabling the court to identify the person or thing intended by the testator, or to determine the quantity of interest he has given by his will. The same (it is conceived) is true of every other disputed point, respecting which it can be shown that a knowledge of extrinsic facts can, in any way, be made ancillary to the right interpretation of a testator’s words.’
“In 1833, Parke, J., in Doe v. Martin, 4 B. & Ad. 770, 785: ‘It may be laid down as a general rule that all facts relating to the subject-matter and object of the devise * * * are admissible to aid in ascertaining what is meant by the words used in the will.’
“In 1842, Sugden, L. C. in Attorney General v. Drummond, 1 Dr. & W. 356 (interpreting a deed containing the words ‘Christian’ and ‘Protestant Dissenter’): ‘The court is at liberty to inquire into all the surrounding circumstances which may have acted upon the minds of the persons by whom the deed or will (it matters not whether it was one or the other) was executed. * * * The court therefore has not merely a right, but it is the duty to inquire into the surrounding circumstances, before it. can approach the construction of the instrument itself.’ _ .....
*229 “1886, Blackburn, J., in Allgood v. Blake, L. R. 8 ICxeh. 160: ‘The general rule is that in construing a will the court is entitled to put itself in the position of the testator and to consider all material facts and circumstances known to the testator with reference to which he is to be taken to have used the words in the will, and then to declare what is the intention (i. e. sense) evidenced by the words used, with reference to those facts and circumstances which were (or ought to have been) in the mind of the testator when he used those words. As said in Wigram on Extrinsic Evidence: ‘The question in expounding a will is, not what the testator meant —as distinguished from what his words express —but simply what, is the meaning of Ms words.’ But we think that the meaning of words varies according to the circumstances of and concerning which they are used.’ ”

And in 3 Jones on Evidence, § 477, the author, after referring to the former rule of strict construction of wills, says:

“The rule now is unquestioned that extrinsic evidence in aid of the interpretation of wills is admissible for the purpose of showing the object of the testator’s bounty, the property devised, and the quantity of interest intended to be given. Evidence may be received as to every material fact relating to the person who claims under the will, and to the property devised, as to the circumstances of the testator and his family and affairs, so as to lead to a correct decision of the quantity of interest the claimant is entitled to by the will. This is true as to every disputed point respecting which it can be shown that a knowledge of extrinsic facts can aid in the right interpretation of the will.”

In 4 Wigmore on Evidence, §§ 2471 to 2477, inclusive, the author announces the general rule, which he says has never been questioned, and exceptions thereto, that while extrinsic facts and circumstances are admissible to discover the intent of the testator, his declarations of such intention are rejected because the tendency of such proof would be 'to overthrow the written instrument, or else establish by parol evidence a transaction which is required to be shown by an instrument in writing. See, also, 1 Greenleaf on Evidence, §§ 290, 291; 2 Underhill on Wills, § 90S.

The most frequent application of the rule allowing evidence of facts dehors the will occurs when the language, employed to designate the property devised or the objects of the testator’s bounty, is applicable alike to more than one piece of property or more than one person, and such evidence is introduced to identify the property or person intended.

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Hagood v. Hagood, 187 S.W. 228 (Tex. Ct. App. 1916).

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