Vaught v. Vaught

444 S.W.2d 104, 247 Ark. 52, 1969 Ark. LEXIS 1061
CourtSupreme Court of Arkansas
DecidedSeptember 2, 1969
Docket5-4833
StatusPublished
Cited by7 cases

This text of 444 S.W.2d 104 (Vaught v. Vaught) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vaught v. Vaught, 444 S.W.2d 104, 247 Ark. 52, 1969 Ark. LEXIS 1061 (Ark. 1969).

Opinions

John A. Fogleman, Justice.

The sole question to be determined is whether an instrument executed by Otey R. Vaught on January 11, 1951, in his own handwriting is entitled to probate as his holographic will. Appellant contends that the trial court erred in denying probate of the instrument as being based on a contingency which did not occur. We find that the instrument was not contingent or conditional and that it should be admitted to .probate.

Otey R. Vaught died June 5, 1966. He left only collateral heirs at law surviving him. Appellant Marie Vaught, a sister-in-law in whose home the decedent had lived on various occasions for many years and who had cared for him during various illnesses was the proponent of the will. Probate was opposed by the collateral heirs. The will bears the date of execution and signature of the testator. Its text is reflected in the record as folIoavs :

This is my will if I should die at once. I want Marie Vaught, to have my land and personal property. Sign by. /s/ Otey R. Vaught

This purported will was never revoked by the decedent. The denial of probate would result in intestacy and' the .descent .and distribution of his property to numerous collateral heirs.

The rules governing determinations of this sort are easier to state than to apply. The particular question depends upon whether the contingency is referred to as the occasion of, or reason for, making the will at the time of execution, or is referred to as the reason for making the particular disposition of property which would be disposed of thereby and is intended to specify the condition upon which the will is to become operative. In the latter case, the will is contingent or conditional. In the former it is not. 1 Page on Wills (New Rev. Treatise), 418, 423, §§ 9.1, 9.5; Annot. 1 A. L. R. 3d 1048, 1050; 57 Am. Jur. 453, 456, §§ 671, 674; 94 C. J. S. 939, Wills § 152; In re Taylor's Estate, 119 Cal. App. 2d 574, 259 P. 2d 1014 (1953).

It is when the contingency and the disposition of the property are so related to each other that the one is dependent on the other that the will is contingent. Barber v. Barber, 368 Ill. 215, 13 N. E. 2d 257 (1938); Capps v. Richardson, 215 S. C. 34, 53 S. E. 2d 876 (1949).

Unless the terms of the will clearly show that it was intended to be contingent it will be regarded as absolute and unconditional. 1 Page on Wills (New Rev. Treatise), 423, § 9.5; 94 C. J. S. 940, Wills § 152; 57 Am. Jur. 454, Wills § 672; In re Desmond’s Estate, 223 Cal. App. 2d 211, 35 Cal. Reptr. 737, 1 A. L. R. 3d 1043 (1963); Walker v. Hibbard, 185 Ky. 795, 215 S. W. 800, 11 A. L. R. 832 (1919); Skipwith v. Cabell, 19 Gratt. 758 (Va. 1870); In re Moore’s Estate, 332 Pa. 257, 2 A. 2d 761 (1938). If the language used can reasonably be construed to refer to a possible danger or threatened calamity only as a reason for making a will at the time, rather than as a condition precedent to the will becoming operative, it will not be construed to render the will conditional. Annot. 40 A. L. R. 2d 698, 731 et seq.; 57 Am. Jur. 454, Wills § 672; 94 C. J. S. 940, Wills § 152; Walker v. Hibbard, supra; In re Taylor’s Estate, supra; Skipwith v. Cabell, supra. See also 1 Page on Wills (New Rev. Treatise) 424, § 9.5; Eaton v. Brown, 193 U. S. 411, 24 S. Ct. 487, 48 L. Ed. 730 (1904).

As a corollary of the rule requiring that a will be given an interpretation which avoids intestacy, long recognized in Arkansas,1 a will must be construed as unconditional in case of doubt. 57 Am. Jur. 454, Wills § 672: Walker v. Hibbard, supra; Watkins v. Watkins, 269 Ky. 246, 106 S. W. 2d 975 (1937); In re Trager’s Estate, 413 Ill. 364, 108 N. E. 2d 908 (1952); Succession of Gurganus, 206 La. 1012, 20 So. 2d 296 (1944).

Appellees rely upon Wilson v. Higgason, 207 Ark. 32, 178 S. W. 2d 855, to sustain the judgment of the trial court. The language contained in the instrument in that case was very different from that involved here. In one sentence the testator there stated, “Now Lillie since I have made you my beneficiary in all my insurance, I want you, in the event I should die anytime soon, to collect all my insurance and if I have any money left anywhere I would want you to get it all together and divide it equally among your mother, Eddie, Mattie, Myrtise’s heirs, Bill, Lauree and yourself.” In another sentence, he said, “Now in case of my death anytime soon, I would want Myrtise’s part or part of it anyway to go towards paying some of the expenses of her sickness and death, but should these bills be already paid I -would want it to go to Ned and Olive...” The writer of that letter certainly did not desire that the addressee collect his insurance and money and make the division directed unless he died “anytime soon.” Nor did he intend for his other desires to be carried into effect except in case of his death soon. In other words, the conditions there stated could have only been construed as stating the conditions under which the testamentary document became operative and not as the reason for making a will. On the other hand, the language “'This is my will if I die at once” can be construed as stating the reason for the making of the will, i. e., that possibility of impending death which provokes much testamentary action. Since it can be so construed, it should be.

The decision in the Wilson case is not contrary to the rules for determining whether a will is contingent or absolute. Most of these rules are specifically stated or recognized in Walker v. Hibbard, 185 Ky. 795, 215 S. W. 800, 11 A. L. R. 832 (1919), cited as authority in the Wilson opinion, as will appear from citations above. Walker v. Hibbard is also cited in Kentucky as authority for most of these rules. See, e. g., Watkins v. Watkins, 269 Ky. 246, 106 S. W. 2d 975 (1937).

In resolving doubtful cases, parol evidence of extrinsic circumstances is admissible to show that the testator’s intention was to make an absolute, rather than a contingent will. In re Desmond’s Estate, 223 Cal. App. 2d 211, 35 Cal. Rptr. 737, 1 A. L. R. 3d 1043 (1963); In re Moore’s Estate, supra; In re Trager’s Estate, supra; Barber v. Barber, 368 Ill. 215, 13 N.E. 2d 257 (1938); 57 Am. Jur. 457, Wills § 677; 94 C. J. S. 940, Wills § 152; Annot., 1 A. L. R. 3d 1048, 1051. Such evidence may be considered in interpretation of wills, not to show what the testator meant as distinguished from what his words express, but for the purpose of showing the meaning of the -words used. Eagle v Oldham, 116 Ark. 565, 174 S. W. 1176. Extrinsic circumstances which may be considered include: (a) those surrounding execution and delivery of the document In re Del Val’s Estate, 159 Cal. App. 2d 600, 323 P. 2d 1011 (1958)] (b) instructions upon delivery of the instrument [In re Del Val’s Estate, supra; In re Taylor’s Estate, 119 Cal. App. 2d 574, 259 P. 2d 1014 (1953)] (c) subsequent declarations of the testator (In re Del Val’s Estate, supra; In re Taylor’s Estate, supra) (d) lack of a subsequent will or revocation [In re Del Val’s Estate, supra; Succession of Gurganus, 206 La. 1012, 20 So. 2d 296

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Bluebook (online)
444 S.W.2d 104, 247 Ark. 52, 1969 Ark. LEXIS 1061, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vaught-v-vaught-ark-1969.