Logan v. Thomason

202 S.W.2d 212, 146 Tex. 37
CourtTexas Supreme Court
DecidedJune 11, 1947
DocketNo. A-1170
StatusPublished
Cited by78 cases

This text of 202 S.W.2d 212 (Logan v. Thomason) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Logan v. Thomason, 202 S.W.2d 212, 146 Tex. 37 (Tex. 1947).

Opinion

Mr. Justice Folley

delivered the opinion of the Court.

This is a will contest in which W. B. Logan is the proponent in the application to probate a copy of the alleged last will and testament of W. W. Bowers, deceased. Bowers left no surviving widow or children. B. W. Logan, deceased father of W. B. Logan, was the principal beneficiary in the will. The principal contestant is Mrs. Jennie Thomason, sister of Bowers, who, in the absence of a will, would not only inherit a portion of his estate but would be entitled to other shares which she had purchased from others interested in the estate. She was joined in the contest by J. H. Simmons and wife, Marguerite Simmons, to whom Mrs. Thomason had assigned an interest in some oil-producing land of the deceased’s estate in Wichita County.

The original of the will could not be produced in court, and an unexecuted carbon copy was offered as proof of the contents of the same. The copy was dated November 11, 1927. In it M. W. Burch, an attorney of Decatur, was appointed independent executor. It purports to devise a one-sixteenth interest in deceased’s estate to each of five first cousins. It also makes a bequest of $20.00 to each of several other relatives. The fifth clause of the instrument provides for the gift to B. W. Logan. It reads as follows:

“After the.payment of the legacies and bequests hereinbefore set forth, I give, devise and bequeath to B. W. Logan in fee [39]*39simple, an equal one-half part of all the rest and residue of my said property, both real and personal, of which I may die seised and possessed without remainder to any person whomsoever.”

The proponent was not an heir of W. W. Bowers. His father and Bowers were brothers-in-law, the elder Logan having married Bowers’ sister. B. W. Logan died intestate July 5, 1934. Bowers died April 15, 1942. Mrs. Bowers died prior to either of them and before the execution of the alleged will.

On January 25, 1945, M. W. Burch, the executor appointed under the will, filed the original application to probate the instrument in the county court of Wise County. Before any hearing was had in the county court he filed his motion to withdraw as proponent, declared that he did not desire to be executor, and renounced and disclaimed any right, interest or title in the estate. The next day W. B. Logan, son of the deceased beneficiary, filed his application to probate the alleged will and to be appointed as administrator with the will annexed. He alleged that he was a suitable person to be appointed and that he was interested in the Bowers’ estate because his deceased father-was the principal beneficiary under the proposed will; and that as an heir of his father, who died intestate, he was interested pecuniarily in probating the instrument. He did not allege any facts showing a necessity for administration, nor was his application treated as one for administration. On the contrary, in each of the courts below it was considered merely as an application to probate the will of W. W. Bowers. It may be construed here only as such an application.

The contestants interposed.oral objections to the withdrawal of Burch and the substitution of W. B. Logan as proponent of the will; and the county court refused the motion of Burch to withdraw and that of W. B. Logan to intervene as a proponent. Upon further hearing on the merits that court refused to probate the alleged will because it found the evidence insufficient to establish it as the last will and testament of the deceased.

Burch and the proponent Logan appealed to the district court of Wise County. There, in limine, the same motions were again urged for Burch to withdraw and Logan to be substituted as proponent of the will, and each was granted over the objections of the contestants. The trial was before a jury. At the conclusion of the evidence the contestants filed a motion for an instructed verdict denying the probate of the will. One of the [40]*40reasons assigned was that under the evidence W. B. Logan was “a mere interloper, having no claim or right entitling him to urge probate of such instrument.” The court submitted only one issue to the jury, in response to which the jury found that the proposed will had been revoked by the deceased. Thereupon, judgment was entered refusing to probate the instrument. In the judgment.it is recited that prior to the trial upon the merits the court granted the motion of Burch to withdraw as proponent, dismissed him from the proceeding and ordered that W. B. Logan be submitted in his place, to which action of the court the contestants duly excepted.

. Upon appeal to the court of civil appeals the contestants, by cross-assignment, challenged the authority of W. B. Logan to act as proponent of the will. They asserted that he is not a person interested in the estate within the meaning of article 3339, Vernon’s Ann. Civ. St., because his father, B. W. Logan, preceded W. W. Bowers in death, and thus the legacy to him lapsed leaving the son without an inheritable interest in the devise. The effect of the majority opinion of the court of civil appeals, which was written by Justice Hall, was to overrule this contention. In a concurring opinion Justice Speer expressed the view that W. B. Logan was authorized to intervene because of some other suit he has pending seeking to recover a portion of the estate by virtue of an alleged contract between his father and Bowers with reference .to the testamentary disposition of the property of the latter. There were no allegations of such an agreement and the proof did not establish it. Moreover, under our views, hereinafter expressed, such agreement becomes immaterial. Chief Justice McDonald dissented from the majority opinion on the question of the competency of W. B. Logan to act as a proponent of the will. 199 S. W. (2d) 210.

All parties have filed applications for writs of error in this court. As a matter of convenience we shall leave them in the same relative positions they occupied in the court of civil appeals. Thus W. B. Logan will be the petitioner and the other parties the respondents.

The respondents in this court again urge that W. B. Logan is without authority to offer the will for probate, and we are of the opinion their contention must be sustained.

When a devisee or legatee, other than a lineal descendant, dies during the lifetime of the testator, the gift to him fails or lapses unless the testator prevents it by a provision in his will [41]*41for the substitution of some other recipient. That is, if the will does not provide for substitution the devise or bequest fails where the deceased devisee or legatee is not a descendant of the testator, or where, being a descendant, he himself was not survived by children or descendants who survive the testator. Bomar v. Carstairs, 124 Texas 492, 79 S. W. (2d) 841. Not only does the will herein involved fail to provide for a substitute recipient but it expressly excludes “remainder to any person whomsoever.” Article 8295, Vernon’s Ann. Civ. St., prevents a lapse by reason of the death of a devisee or legatee who is a descendant of the testator and who leaves descendants who survive the testator. But neither of the Logans was a descendant of the testator. Therefore, since the elder Logan predeceased the testator, and the will did not substitute a recipient, the gift to him lapsed, and W. B. Logan would take nothing under the will in the event it is admitted to probate. Leatherwood v. Stephens, Tex. Com. App., 24 S. W. (2d) 819.

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Bluebook (online)
202 S.W.2d 212, 146 Tex. 37, Counsel Stack Legal Research, https://law.counselstack.com/opinion/logan-v-thomason-tex-1947.