In re Bagnall's Estate

222 S.W.2d 1015, 1949 Tex. App. LEXIS 2077
CourtCourt of Appeals of Texas
DecidedMarch 3, 1949
DocketNo. 11917
StatusPublished
Cited by1 cases

This text of 222 S.W.2d 1015 (In re Bagnall's Estate) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Bagnall's Estate, 222 S.W.2d 1015, 1949 Tex. App. LEXIS 2077 (Tex. Ct. App. 1949).

Opinion

W. O. MURRAY, Justice.

The question presented by this appeal is whether the following instrument is entitled to probate -as the will of W. W. Bagnall, deceased, to-wit:

“C, A. Phillips .
“Willys-Knight Overland
“Corpus Christi, Texas
“Oct. S, 1929.'
“Remember me W. W. Bagnall by this. If any ¡thing happens to me. While gone. All my belongings and estate goes to James B. Bagnall Brother of mine.
“W. W. BAGNALL
“Oct. 5, 1929.”

W. W. Bagnall, deceased, died on September 3, 1947, in Nueces County, Texas, -and his brother, James B. Bagnall, offered for probate the above instrument as -the last will of W. W. Bagnall, deceased. Sam Bagnall, another-brother, contested the probate of- this instrument upon the ground that it was a conditional or contingent will, and was not .entitled-to probate because the condition stated therein had not transpired. The instrument was denied probate in both the county probate court, and the district court, and from the judgment of the district court of the 94th Judicial District of Nueces County denying the probate of the .will this appeal has been taken.

The trial began -to a jury, but on the closing of the evidence the trial ■ judge withdrew the case from the jury and -held as a matter of law that the instrument offered was a conditional will and that the contingency upon which it was based had not occurred, and therefore it was denied admission to probate as the last will and testament -of W. W. Bagnall, deceased.

Evidence was introduced tending to show that it was the -habit of W. W. Bagnall during his lifetime to go on frequent hunting and fishing trips, and that the proffered instrument w-as written by W. W. Bagnall, deceased, shortly before leaving on either a fishing or hunting trip, or possibly just a ride into the country. The instrument [1016]*1016was wholly in the handwriting of W. W. Bagnall, deceased, and was executed in the manner and under the forms and solemnities which would ordinarily authorize the instrument to be probated as a will, and unless the instrument is a contingent and conditional will it would unquestionably be entitled to probate.

The evidence further shows that W. W. Bagnall, deceased, owned a boat, which he operated upon the waters in and about Corpus Christi, Texas, and at the time of his death he had been employed by one William E. White to' assist him in his diving operations, and that this employment required deceased to operate his boat upon the ship channel within the city limits of Corpus Christi. Deceased at the time he wrote the instrument was operating a garage and repair business next door to the. plumbing business of his brother, James B.'. Bagnall. Deceased and his brother, .James B. Bag-nall, were closely associated and there seems to’ be nothing unnatural in the fact that he would desire to leave his property to his brother, James B. Bagnall, rather than have it divided among his many, brothers and sisters, his mother and, perhaps, several nieces and nephews. While the instrument offered for probate was executed on October 5, 1929, W. W. Bagnall, deceased, did not die until September 3, 1947. During these almost eighteen years the instrument offered for probate was kept in a safe which was jointly used by W. W. Bagnall and James B. Bagnall.

We have concluded that the trial court was in error in deciding that the instrument offered for probate was a conditional or contingent will, and that the contingency upon which it was based had not occurred at the time'of W. W. Bagnall’s death. It will be borne in mind that W. W. Bagnall did -not mention in this instrument the fact that he was taking any kind of a trip at that time or at some future day. He does use the expression that if anything happens to me “while gone,” but it is not clear whether that expression relates to any particular trip or journey upon which he was to embark, or meant that if at any time in the future something should happen to him “while gone,” he desired certain dispositions made of his estate. There is nothing in the evidence that clarifies this situation. It is not clear what was intended by the-expression “while gone.” Did he mean “while gone from home,” “while gone from his shop,” or “while gone -from the city” ? If it was intended to say while gone from his home or gone from -his shop, then the contingency did happen, because he died while away from both his home ■ and his shop.. On the other hand, if he intended by the expression “while gone” to mean while gone from the city, then the contingency did not happen, because he died within the city limits of Corpus Christi,- the city in which he lived and where the instrument was written.

It occurs.to us that the supposed contingency expressed in the will is- so vague and indefinite as to what is intended, especially as no particular trip, journey or emergency of any kind is mentioned therein, that ithe expression is regarded as a reason for executing the will rather than a-condition upon which it is based. If the will is to be regarded as a contingent will, then the contingency iipon which it is based must be either expressly set forth in the will or arise by necessary implication from the language used in the will. There are many cases .discussing when a will is to be regarded as a conditional or contingent will and when as an absolute will. Naturally, . no two cases are exactly the same and each case is based upon a different state of facts and different language in the instrument, and therefore it is difficult to lay down -a basic rule that will govern in each case.

In support of his contention that the instrument here offered was ' a contingent will, Sam Bagnall, appellee-contestant, relies principally upon Vickery v. Hobbs, 21 Tex. 570, 73 Am.Dec. 238; Phelps v. Ashton, 30 Tex. 344, 345; Dougherty v. Holscheider, 40 Tex.Civ.App. 31, 88 S.W. 1113;, Burke v. Jackson, Tex.Civ.App., 65 S.W.2d 430, 431. We have examined all of' these authorities and find that- in each case the instrument offered for probate mentioned a definite trip or happening in connection with the condition upon which the will was based. The strongest Texas case supporting the contention of proponent. [1017]*1017James B. Bagnall, appellant here, to which we are cited, is the case of Ferguson v. Ferguson, 121 Tex. 119, 45 S.W.2d 1096, 79 A.L.R. 1163. However, we do not regard this case as being directly in point on the facts. We have found some cases from foreign jurisdictions which we think are directly in point, and which we are inclined to follow.

In Likefield v. Likefield, 82 Ky. 589, 56 Am.Rep. 908, the instrument offered for probate contained the following provision:

“if any accident should happen to me that I die from home,' my wife, Julia Ann Likefield, shall have averything I possess, etc.” This instrument was executed by William A. Likefield on January 14, 1859, he died at home on March 28, 1881, more than twenty-one years after executing the instrument. In that cas'e the count said:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bagnall v. Bagnall
225 S.W.2d 401 (Texas Supreme Court, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
222 S.W.2d 1015, 1949 Tex. App. LEXIS 2077, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bagnalls-estate-texapp-1949.