¶1 On August 10, 1912, appellee, Adams, filed in the county court of Moore county his application to probate as the last will and testament of E. Vanlaw three papers as follows: (1) An envelope on which was written horizontally the words “Henry Boyce,” and across the end the word “Notes.” <2) A sheet of paper apparently torn from a small writing tablet, and on which was written the words: “Henry, please except this you and F. X. Adams for the kindness shown me. E. Vanlaw.” (3) A promissory note prepared on a printed blank, a copy of which <the script part being in italics) is as follows: "$14000, Dumas Texas, July the 3, 1911, Fifteen after date after date, for value received, 1, we or either of us promise to pay to the order of F. X. Adams & Henry Boype Fourteen Thousand Dollars Dollars, with •-percent per annum thereon from —=-until paid, interest payable annually, and if not paid to bear the same rate of interest and if default is made in the payment of this note at maturity and it is placed in the hands of an attorney for collection then an additional amount of ten percent on the principal and interest of this note shall be added to the same as collection fees. The makers and endorsers of this note hereby severally waive demand of payment, notice of nonpayment, protest and notice of protest and hereby consent that time of payment may be extended from time to time without notice hereof. B. Vanlaw.” Notice of application having been given, G. H. Maris, a half-brother of the deceased, 'appeared and contested. Upon a hearing in the county court these papers were, on May 21, 1913, admitted to probate and ordered recorded as the proven will of said deceased. Maris appealed from this judgment to the district court. Where, upon another trial before a jury, judgment was entered upon the findings of the jury admitting such instruments to probate, and establishing a subsequent instrument dated, July 15, 1911, known as the, ‘.‘Geary will,” and which - is ás follows: “Know all men by these presents that E. Vanlaw has wild John Geary Seven Thous- and Dollars at My Death the Best of my property to my bodley airs, written by F. X. Adams.” J. H. Boyce was appointed administrator, etc.
¶2 In appellee’s brief is set out in part some of the evidence, which we reproduce in substance: E. Vanlaw, the deceased, was at the time of his death about 72 years of age. It appears that he left home when a boy; his nearest relatives being his half-brothers and sisters, with whom he seems to have had little acquaintance. Prior to his settlement in Moore county he seems to have traveled a great deal, and is described by the witnesses as being somewhat peculiar and eccentric. He is said to have been a miser, and frequently did not have enough to eat or sufficient clothes to protect him. In 1905 he abandoned his occupation as a veterinary surgeon and purchased five sections of land in Moore county, stocked it with cattle, and lived there until he was carried to Dalhart for medical treatment about a month before he died. He lived alone most of the time, but during a part of the time had a hired man on his place. For a number of years he had relied largely on the advice of Henry Boyce in the conduct of his business, consulting him frequently, and often referring to him in his conversations. He seems to have had very little to do with his relatives. John Geary attended to the handling and delivery of his cattle, and he usually called on F. X. Adams for assistance and advice in the details of his daily business affairs. He had been suffering from an incurable malady for many years, and was a regular drinker; ‘his death being ascribed to alcoholic poisoning of the brain. During the spring of 1911 he grew weaker, and his health was apparently failing. One of the witnesses testified that, during this time he heard the testator say he did not think he would live very long; that it might have been a good thing to have given his property to orphan children, but “Henry, I expect, deserves it more than anybody else.” On July 5, 1911 (if the date of the writing is correct), the deceased sent Hammitt, his hired man, for F. X. Adams, and had him write what is referred to as the Geary will, which is witnessed by Hammitt and Adams, whereby he bequeathed to John Geary $7,000, stating at this time, so Ham-mitt and Adams testify, that he already had Adams and Henry “fixed.” He died on October 21, 1911.' From September, 20th to October 21st he was not rational except at intervals. One J. H. Lamb went to the Van-law house some time during the month of August, 1912, and in the upper room of the building found in a small box the sealed envelope on which was written “Henry *478 Boyce” and the word “Notes,” and advised Henry Boyce of this fact. Boyce visited the place and testified that he found the envelope offered in evidence in the box as described by Lamb; that he opened it and exhibited the contents to the parties who were with him at the time, such contents being the note and other writing offered in evidence for probate. The jury found that the writing on the envelope and that portion inclosed, except the printed portions of the note, were all written by E. Vanlaw; that thereby Vanlaw intended to make a gift to Henry Boyce and F. Y. Adams, effective upon his death; that he was at such time capable of knowing and understanding the nature of the act, and that the note was in existence at the time the words, “Henry, please except this you and F. Y. Adams for the kindness shown me,” were written; that the note was what was referred to by the word “this” used in said writing; and that it was not the intention of Vanlaw to revoke this gift by the execution of the Geary will.
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¶6 Aside from the fact that Vanlaw failed to deliver the $14,000 note to Boyce and Adams before his death, we find nothing in the record tending to show an ambulatory character — an inspection of the note and letter themselves does not disclose such nature. Even if we are to consider the papers in the light of the surrounding circumstances, they tend to show an intention to make a gift inter vivos rather than a posthumous disposition of any property. The finding of the jury as to the testamentary intent must be sustained, if at all, by parol evidence. Upon the admissibility of parol evidence for this purpose there is an irreconcilable conflict in the decisions of other states. Nor is there perfect harmony in the decisions of our own state upon the point. It is said, in Ferguson v. Ferguson, 27 Tex. 339: “In discussing the form and manner of making a will, the correct doctrine by which the courts are governed in passing upon instruments of a doubtful or uncertain character is thus aptly and forcibly expressed in Williams on Executors: ‘The true principle to be deduced from the authorities appears to be that, if there is proof, either in the paper itself, or from clear evidence dehors, first, that it was the intention of the writer of the paper to convey the benefits by the instrument which would be conveyed by it if considered as a will, secondly, if death was the event that was to give effect to it, then, whatever may be its form, it may be admitted to probate as testamentary; and there seems to bé this distinction in the consideration of papers which are in their terms dispositive and those which are of' an equivocal character, that the first will be entitled to probate, unless they are proved not to have been written animo tes-tandi, whilst in the latter the animus must be proved by the party claiming under them.’ 1 Williams on Ex’rs, 87. There is always a presumption, it is said, against an imperfect testamentary paper, and when it is doubtful in which way such paper should operate, it is for the jury to decide on the facts of execution and delivery, and to draw the just, inferences from the declarations of the maker. … It cannot be insisted for a moment that the paper under discussion in this case is a perfect testamentary instrument. It is evidently very inartificially drawn, whether intended as a deed or a will; but the maker himself calls it a deed, and its phraseology and manner of execution is much more-analogous to instruments of that character than to wills. It is executed under seal, which is unnecessary in a will. Subsequent to its execution it was duly acknowledged by the maker as his deed before the clerk of the county court, and placed upon record as such, which was unnecessary and very unusual with wills, but appropriate, if not essential, if it was intended as a deed. The operative word ‘give,’ which is the only one used in the instrument, is appropriate to -either a deed or a will; but, standing alone, it would seem to indicate a direct and immediate gift rather than a testamentary bequest. The haben-dum clause, which is twice used, would be altogether out of place in a will, and the reservation of a life estate to the maker is wholly inconsistent with the idea that the instrument was intended as a will. That the beneficiaries should not take or hold possession of the property until after the death of the maker is as consistent with the supposition that he intended to make a deed of gift in fee after the termination of a life estate reserved to himself as that the instrument was intended to be of a testamentary character. On the other hand, those clauses of the instrument embracing property to be subsequently acquired by the maker, while they might be embraced in a will, are inoperative and void in a deed, and may be fairly referred to as tending in some degree to repel the conclusion to be drawn from other parts of it that it was not executed or intended to operate as a testamentary instrument. The legitimate conclusion, therefore, to be deduced from the face of the paper leaves it a matter of doubt whether it was intended to operate as a deed or will, and in such eases the fact of its delivery and the intention and purpose of its execution should be submitted as questions of fact to the jury, to be guided in their determination of them, however, by the construction given to the terms of the instrument by the court, together with such extrinsic testimony as may be furnished by the *480 parties to aid in tlieir elucidation.” In that case the instrument contained this recital: “This deed, however, is not to deprive myself of the use of any or all of said property so long as I live, and after my death they [the grantor’s son and daughter] will take full possession of the whole,” etc.
¶7 In Rogers v. Kennard, 54 Tex. 30, the court had under consideration a writing from the testatrix, addressed to her daughter, purporting to he made in consideration of “many kind and valuable services,” and closing with this language: “But it is understood, further, that the lands, etc., given and conveyed to my daughter Polly by this deed, and which is an equal share with the children herein mentioned, are given and conveyed subject to the reservations and conditions: The said lands are hers for life, subject to none of her present debts or liabilities, or the use, debts, or liabilities of no future or past husband, and at her death to be divided between the six children specified in this will, share and share alike, and to be given and divided between no other person or persons.” Citing the Ferguson' Case, supra, Bonner, A. J., said: “Was the purported deed from Tabitha Melton to Polly Rogers and others, under which the plaintiffs claim, a-deed or a will? In a proper case, where there is such ambiguity connected with an instrument as to forbid that the court, as a question of law,- should construe and declare its legal effect to be either a deed or a will, this issue should be submitted to the jury as a question of fact. The instrument under consideration was recited in its commencement to have been an indenture, further on it is called a deed, and near the end it is styled a will. In its general form it was a deed.” The only remaining case which we have been able to find bearing upon the question under discussion, and tending to sustain the judgment, is Hannig v. Hannig, 24 S. W. 695, in which the Court of Civil Appeals of the Third District used this language: “The question now to be considered is as to the effect to be given to these instruments, whether as a deed or a will. Appellant insists that there was no ambiguity in the instruments, but that they are clearly deeds, and the court should not have allowed the jury to construe them. We do not think the court erred as stated. The fact that the conveyance was not to take effect until after the death of the donor, together with extrinsic testimony, made it doubtful whether he intended it to operate as a deed or a will. In such case it was proper to submit the question to the jury. … To show that an instrument is intended to operate as a will, much stress is laid upon the fact that it is not intended to take effect until after the death of the donor. In Carlton v. Cameron, 54 Tex. 77 [38 Am. Rep. 620], it is said that, ‘although the instrument had the form of a deed, and was placed upon record, it was nevertheless testamentary in character, and inoperative as a deed, if the intention of the maker appears to have been that' it should take effect only on his death.’ The court concluded that, as the judgment of the lower court was upon the ground that such was the intention, it was correct, and should stand.”
¶8 These cases take no note of the statute of wills, and the decisions announced were evidently without any reference to the statute requiring wills to be in writing, and do not touch that question or discuss it from the standpoint in which we find it discussed by Stayton, Chief Justice, in Heidenheimer v. Bauman, 84 Tex. 174, 19 S. W. 382, 31 Am. St. Rep. 29. It has lately been held by the Court of Civil Appeals in Johnson v. Avery, 148 S. W. 1156, that only in case of ambiguity can parol evidence be introduced upon the question of testamentary intent. To the same effect are the cases: Naugher v. Patterson, 9 Tex. Civ. App. 168, 28 S. W. 582; Stanley v. Samples, 2 Posey Unrep. Cas. 126. As said in Noble v. Fickes, 230 Ill. 604, 82 N. E. 953, 13 L. R. A. (N. S.) 1207, 12 Ann. Cas. 282: “It Is a well-established rule that parol evidence is inadmissible to add to, alter, vary, or contradict the terms of a valid written contract or other instrument of a solemn and conclusive nature. … The rules for the admission and exclusion of parol evidence in regard to wills are essentially the same which prevail in regard to contracts generally. Such evidence is not receivable to show the intention of the testator except to enable the court, where the question arises, to give the language such an interpretation as, from the circumstances in which he was placed, it is reasonable to presume the testator intended it should receive, or, as it is sometimes expressed, to put the court in the testator’s place. 1 Redf. Wills (4th Ed.) p. 496. Under the lax rules that formerly prevailed in England, especially in the Ecclesiastical Court, where wills of personal property were probated, cases may be found where resort to extrinsic parol evidence was allowed for the purpose of establishing testamentary intent, where there was no ambiguity on the face of the instrument, and the instrument afforded no evidence that it was only to take éffect upon the death of the maker; and there are some decisions in this country to be found in the earlier reports where instruments in the form of a deed of gift had been admitted to probate out of regard to the giver’s testamentary purpose, which was disclosed by extrinsic parol evidence. Some of these cases may be found collected in the note above cited from Schouler on Wills. This question is very ably discussed by Chancellor Kent in Mann v. Mann, 1 Johns. Ch. [N. Y.] 231, where the earlier cases are carefully reviewed, and the rule of law deduced, as follows: ‘It is a well-settled rule that seems not to stand in need of much proof or illustration, for it runs through all the books *481 from Cheyneys Case, 5 Coke, 68, down to this day, that parol evidence cannot be admitted to supply or contradict, enlarge or vary, words of a will in order to explain the intention of the testator, except in two specific cases: (1) Where there is a latent ambiguity arising dehors the will as to the person or subject meant to be described; and (2) to rebut a resulting trust. All of the cases profess to go upon one or the other of these grounds.’ See 1 Redf. Wills (4th Ed.) p. 561. In Clay v. Layton, 134 Mich. 317, 96 N. W. 458, the question arose as to the admissibility of parol evidence to show the testamentary intention in the making of'a deed which was unambiguous on its face. That court, in a well-considered and exhaustive opinion, held that such evidence was not admissible, and expressed its conclusion as follows: ‘We have had difficulty in finding a case in which the exact point before us is raised; but it seems manifest that the same rule that forbids the contradiction of an established will should forbid the contradiction of the same instrument as a means of establishing it as a will when its terms plainly show it to be a deed conveying a present interest. It is only when the writing is of doubtful import that interpretation by the aid of extrinsic evidence becomes necessary, and in such case interpretation — not contradiction — is permissible. We are reluctantly driven to the conclusion that we cannot give effect to the deceased’s manifest desire, a desire so well established and so apparently well grounded and just as to merit our approbation; but we fear that the trite saying that “hard cases make bad law” would be applicable should we sustain the complainant’s contention. To do so would be to override established rules and principles essential to the protection of the rights of heirs.’ There are very strong reasons why this rule should be' applied in this state. Our statute requires wills to be in writing. If an ambiguous deed which, on its face, purports to convey a present interest can be converted into a will by proving an animo testandi in the maker by parol evidence, the effect is, not only to change the legal character of the instrument, but to ingraft upon it one of the essentials of a will by parol in the face of our statute which requires all wills to be in writing.”
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¶11 In construing the statute relating to wills in this state, Stayton, C. J., in Heidenheimer v. Bauman, 84 Tex. 174, 19 S. W. 382, 31 Am. St. Rep. 29, has definitely set the question at rest by interposing the statute as a bar to the admission of oral proof, except to explain a latent ambiguity, and as we uh-derstand the meaning of the term a latent ambiguity can never arise as to the question of testamentary intent. He says: “The statute provides that ‘every last will and testament, except where otherwise provided by law, shall be in writing and signed'by the testator, or by some person by his direction and in his presence, and shall, if not wholly written by himself, be attested by two or more credible witnesses above the age of fourteen years, subscribing their names thereto in the presence of the testator.’ R. S. 1879, art. 4859; R. S. 1911, art. 7857. This statute applies to wills whereby either, real or personal property is disposed of, and the purpose of it is to require every testator to leave evidence m writing, attested as the statute requires, of the testamentary disposition made of his estate, except in those cases in which nuncupative wills are permitted, in order that the highest evidence of testamentary intention might be furnished, and fraud and perjury prevented; and it matters not whether the bequest or devise be directly to the legatee or devisee or to a trustee who may be required to hold and administer it for a time for the benefit of the real beneficiary. In either case the will on its face, or by reference to some paper existing when the will is executed, and so referred to and identified as to become a part of it, must declare, not only what the bequest or devise shall be, but also who shall take it directly or beneficially through a trustee. If, after a will is executed, the testator desires to change parts of it or to add to it, this may be done by a codicil which must, however, be executed with the same formalities made necessary by the statute to the validity of testamentary papers. In the paper before us the beneficiaries are not in any manner pointed out, nor can it be claimed that this was done by any paper referred to and so identified as to make it a part of the will. The memorandum made by the person named in the will as trustee amounts to no more than would the oral declaration of the testator to the trustee, and the last paragraph in it, whether written by the testator or by the trustee at his dictation, suggests a doubt as to whether the preceding parts of the memorandum correctly expressed the wish of the testator as expressed orally by him to the person named in the will as trustee. The evidence introduced was offered for the purpose of showing what the intention of the testator was as to the disposition of the residuum of his estate, and not for the purpose of enabling the court to carry out an intention clearly expressed in the will, but which might be applied to more than one person or thing on account of a latent ambiguity; and, when offered for such a purpose, we know of no rule of evidence which justifies the admission of such testimony. To admit it and give effect to it would make a will, whatever the testimony of one or more witnesses may swear was intended by the testator, when the statute requires such intention to be manifested by a writing executed with the formalities prescribed. Parol testimony is admissible often to enable a court to give effect to an intention expressed in a will; but it is unnecessary in this case to enumerate the purposes for which such evidence may be received, for such evidence is never admissible for the purpose of showing a testator’s intention by proof of his oral declarations of intent, either as to the persons who shall take his estate, or as to what particular part of his estate any one person was intended to receive. The existence of such a statute as that in force in this state ought to be deemed a sufficient answer to a proposition that such evidence as was admitted in this case ought to be admitted for the purpose of showing who the testator intended should be the recipients of his bounty, for there are no parts nf a testamentary paper more important elements in its validity than those which name the beneficiaries and declare what part of the testator’s estate each shall receive. While the language of the statute prescribing the requisites to a will is affirmative, it as fully denies testamentary effect to parol declarations as would it if it expressly declared that no testamentary disposition of property should be made in manner other than that prescribed. The reasons on which the requirements of the statute are based have been too often stated to require repetition, are founded on sound public policy, and require the rejection of such evidence as was received in this ease. Whart. Ev. 992-994; Abbott, Tr. Ev. 84; Wig. Wills, 10-13; 1 Redf. Wills, 496-508; 1 Jarm. Wills, 409-413; Schouler, Wills, 567-569.”
¶12 Inspection of the authorities cited by Judge Stayton in support of the rule announced by him will throw some light upon the issue in this case. The section from Abbott’s Trial Evidence cited follows the discussion by that author of the general subject, “Extrinsic Evidence Affecting Wills,” and section 81 announces the doctrine that the statute of wills, by requiring testamentary acts to be express *483 ed and authenticated in writing, precludes us from treating oral declarations as a testamentary act, or even as any part of such an act; that every disposition which the testator makes must he embodied in a writing that conforms to the statute; that extrinsic evidence cannot establish a provision shown to have been omitted by mistake, nor even supply any essential or vital part left blank in a provision the frame of which was inserted by the testator. It is further announced in this section that a will may be construed in connection with another writing to which it refers; but it cannot, even by expressing an intention to do so, make an unattested instrument a part of itself so as to effect a testamentary disposition without compliance with the statutory formalities. Section S3 states the reasons for the liberal admission of extrinsic evidence; but section 84, specifically referred to by Judge Stay ton, is, in so far as it relates to the facts of this ease, as follows: “Reasons for its strict execution: On the other hand, it is to be considered that the rules allowing parol evidence in aid of the interpretation of contracts are not fully applicable to wills, for they rest on several reasons that are foreign to these instru'ments: (1) A will is not a transaction between parties but a silent and private-act, and the principle of good faith which may bind a contracting party by what passed in conversation does not Justify disposing of the rights of heirs and next of kin by what may have been foreign from their ancestor. (2) Nor is a will a grant or effective act during the testator’s life, but a revokable expression of intention, made frequently under circumstances likely to involve secrecy, if not fickleness and change, and the law does not bind a man by his expressions of intention, much less by his oral declarations that he has expressed certain intentions in a revokable writing. (3) It is a matter of common observation that testators are instinctively disposed to shroud their testamentary acts in secrecy and disguise their intentions, and to baffle with equivocations or misrepresentations the importunities of the expectant and the inquisitiveness of the curious. The law regards this concealment as a right of the testator, and even positive deceit by him, however questionable morally, is not a legal wrong, unless fraud is accomplished by it. Therefore the testator’s representations as to what he has or has not done, much more those as to what he intends, fail to afford any substantial presumption as to the testamentary act. (4) Besides this absence of reasons for admitting extrinsic evidence so freely as in cases of contracts, the objections to hearsay evidence apply in the strongest manner in many cases, and the -fact that the controversy in which such evidence is offered usually arises between those who stood in very unequal degrees of personal intimacy with the testator, and that his own lips are sealed by death, render the resort to such evidence peculiarly liable to abuse, which it is the-object of the statute to avoid by requiring every testamentary act to be expressed in a written and authenticated will.”
¶13 As further bearing upon the effect of the statute relating to wills upon the admissibility of parol evidence to prove the testamentary intent, we quote from Grigsby’s Legatees v. Willis’ Estate, supra, as follows: “On the other hand, one who wishes to control the disposition of his estate after his death must adopt some lawful means for the accomplishment of his purpose. So, if a deed of gift devoid of testamentary words be found among the valuable papers of decedent, it cannot be given the effect of a will, even though it should be shown by parol that the maker believed and intended it as a will. To adopt such a rule wduld be dangerous because of the law requiring the delivery of deeds to render them effective. The maker of a deed is presumed to know that delivery is necessary to its validity, and so long as he retains possession is presumed not to have finally decided to execute it. If undelivered deeds found in the possession of the maker at death could be established as wills by resorting to parol proof of the maker’s wishes, it would open the door to fraud and serve to defeat the purpose of the statutes requiring wills to be in writing, and prescribing certain safe modes of proof. Stilwell v. Hubbard, 20 Wend. [N. Y.] 46. Eor a similar reason parol evidence may not be resorted to for the purpose of ingrafting on a will the wishes of the testator not expressed in the writing, nor to change, modify, or eliminate any of its material provisions. 1 Jarm. Wills, p. 409. The rule governing the extent to which parol evidence may be resorted to in the construction and enforcement of such instruments is thus stated by Mr. Jarman: ‘Extrinsic evidence is not admissible to alter, detract from, or add to the terms of a will, but may be used to rebut a resulting trust, or to remove a latent ambiguity arising from words equally descriptive of two or more subjects or objects of gift. Jarm. Rules of Const, rule 8; 1 Redf. Wills, 426, note.’ ”
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¶17 There are a number of other questions submitted for our consideration in the briefs of appellants. Among these is that raised by the assignment relating to the Geary will, and the effect of that will as a revocation of the will under which appellees claim. Since we have construed the first three papers not to be a will, it is unnecessary for us to consider this assignment, nor do we think it incumbent upon us to consider any of the remaining assignments presented.
¶18 On account of the errors which we have discussed it is the judgment of this court that the judgment of the lower court be reversed and rendered in so far as it admits to probate the letter, envelope, and $14,000 note; but, in so far as the judgment probates the Geary will, it is affirmed.
¶19 Reversed and rendered in part, and affirmed in part.
¶20 On Motion for Rehearing.
¶21 Both parties have filed motions for rehearing. Appellant’s motion raises no new question, and, after carefully considering the various grounds set up in connection with our former opinion, we think we have correctly decided the issues.
¶22 Appellant’s motion insists that we should not have affirmed that part of the judgment admitting the Geary will to probate. The Geary will is as follows: “The state of Texas, county of Moore. July 5, 1911. Know all men by these presents that E. Yanlaw has wild John Geary Seven Thousand Dollars at My Death the Rest of my property to my bodley airs, written by P. Y. Adams. Witness by P. Y. Adams, Bob Hammett. [Signed] E. Yanlaw.”
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¶25 Appellee’s motion for rehearing is also overruled.
¶26 HENDRICKS, J., dissents in part.
¶27 (dissenting in part). The following instruments and whether the same meet the requirements of a holographic will, constitute the main issue in this record. I quote from appellant’s brief:
“(1) An envelope on which is written horizontally the words ‘Henry Boyce,’ and across the end the word ‘Notes.’
“(2) A sheet of paper apparently taken from a small writing tablet, and on which was written the words: ‘Henry, please except this you & F. Y. Adams for the kindness shown me.’
“(3) A. promissory note prepared on a printed blank, a copy of which, putting script parts in italic, is as follows:
“ ‘$14,000 Dumas Texas, July the S, 1911
“ ‘Fifteen after date after date, for value received, I, we or either of us promise to pay to the order of F. Y. Adams & Henry Boyce Fourteen Thousand Dollars dollars, with - percent interest per annum thereon from -until paid, interest payable annually, and if not paid to bear the same rate of interest and if default is made in the payment of this note at maturity and it is placed in the hands of an attorney for collection then an additional amount of ten percent on the *489 principal and interest of this note shall be added to the same as collection fees. The makers and endorsers of this note hereby severally waive demand of payment, notice of nonpayment, protest and notice of protest and hereby consent that time of payment may be extended from time to time without notice hereof. B. Vanlaw.
“ ‘Due.
“ ‘No.
tí ‘p Q .1 If
¶28 I agree with the majority of the court upon the disposition of the cause that the above instruments do not constitute a holographic will, upon one ground only (discussed later), dissenting, however, from the majority on the question of testamentary intent, and disagreeing, further, with Associate Justice HALL on the question of incorporation by reference of the note in the other instrument as an applicable principle destroying said instruments as a will. Upon the question of testamentary intent, candor actuates me in saying that it is with some hesitancy that, as applied to the foregoing instruments, I pronounce testamentary intention as being susceptible of judicial proof in order that said instruments may be declared a holographic will. The forcible presentation by the majority, and the elaborate opinion of Justice HALL, and the grounds of policy advanced upon which the proposition of invalidity is based on this question of posthumous intention, exhaustively cover that side of the controversy and that view of the question; however, I consider the great swing and tendency of the American and English decisions against the view therein advanced, and, whenever and wherever the question has been presented, has been under statutes defining wills, in substance the same as our statute, both in England and in America. I reproduce some of the cases cited by appel-lee, which I am inclined to think indicate the sweep of the law in the direction taken in this opinion, on the question of testamentary intent and applicable to all the documents propounded for probate.
¶29 In Wareham v. Sellers, 9 Gill & J. 98, by the Court of Appeals of Maryland, the following instrument was offered for probate by the proponent and denied by the trial court: “This will certify that I do assign, and gave all my personal property unto George Wareham — that is to say, one silver watch, one chest, one beaurough, and some carpenter’s tools, besides two notes of hand, one $200 and one of $89, and $18 book account. Signed by me in the presence of Thomas Safer. [Signed] Phillip Sellers.” The contestant in that cause “admitted that no particular form of expression or execution was essential to constitute a will, yet that a testamentary disposition should appear upon its face, or it should seem to refer in some mode to the death of the maker”; the proponent contending that “the paper contained intrinsic evidence that it was made as a will.” The discussion and the issue of testamentary intent is obtainable from the briefs; the Court of Appeals merely reversing the decree of the orphans’ court, ordering that court to “reinstate the petitioner and receive the testimony offered by him and proceed to a hearing and trial of said cause, as to law and justice shall appertain.”
¶30 The Supreme Court of North Carolina, in the case of Outlaw v. Hurdle, 46 N. C. 150, had under consideration the following instrument: “It is my wish and desire that my good friend and relative Dr. Joseph B. Outlaw, have all my property of every description. [Signed] David Outlaw.” The Supreme Court of that state said: “It is a very grave question. Taking all the allegations of the propounder to be true, is the script testamentaryl A disposition? In plain English, did the deceased mean to dispose of his property after his death by the force and effect of that very paper? We think he did. As it embraces all his property of every description, it is clear it was-not intended as a gift inter vivos, … and, as he most unquestionably intended that it should have some effect, it is manifest that his Intention was to make a disposition of his property, to take effect after his death, by the force and effect of that paper. *. … So that, besides the paper itself, we have the facts, as found by the jury, that the deceased did not treat this as a paper such as one woiild throw into the street, but he treated it as a valuable paper, put it carefully away among his bonds, in his … trunk, and it was there found at his death. It is obvious, therefore, that lie-intended, by the force and effect of this paper, to dispose of his property after his death. ,He intended it to be his will.”
¶31 The case of Clarke v. Ransom, 50 Cal. 599, involved the question of testamentary intent as applied to the following instrument: “Dear old Nance: I wish to give you my watch, two shawls, and also $5,000.00. Your old friend, E. A. Gordon.” The Supreme Court of California said: “On its face there is nothing to indicate that it was intended to be testamentary. The full name of the beneficiary is not mentioned, nor is there any reference to the anticipated death of Mrs. Gordon.” This instrument, according to the opinion of the court, depended upon oral evidence as to the situation of the donor, relationship to the donee, and identification of the latter as a “valued” friend of the former, stating: “It is well settled in this country and in England, first, that in determining whether the instrument propounded was intended to be testamentary, reference will be had to the surrounding circumstances, … and, second, that if it shall appear under all the circumstances that the instrument was intended to be testamentary, the court will give effect to the intention,” etc. The Chief Justice of the Supreme Court of *490 California dissented from the opinion of the other four judges.
¶32 The case of Tozer v. Jackson, reported in 164 Pa. 373, 30 Atl. 400, embodied for probate the .following instrument: “High, James Rogers, do give to John Jackson, ‘Sr., my property known as Penargyl hotel, and the land adjoining Penargyl in Northampton county, P. A. [Signed] James Rogers.” The Supreme Court of Pennsylvania said: “How could there be any more direct, emphatic, and positive expression of a purpose on the part of James Rogers to give the property described to John Jackson, Sr.? … * And no legitimate contention can arise upon that aspect of the subject.”
¶33 In the course of a review of numerous decisions involving imperfect wills, some of which I have cited in this opinion, and following -a review of the case of Cocke v. Cocke, 1 Prob. & Div. 241, which seems to be a leading English case on this subject, the Supreme Court of Pennsylvania further said: “Here the deceased, instead of destroying the paper, as he would necessarily have done if he did not intend it to become operative, preserves it, incloses it in an envelope, addresses the envelope to the person who is named as a donee, and places it in a conspicuous position where it would certainly be discovered, and then takes his life. It is impossible to conceive of a stronger purpose and intent.” This court commented upon the form of the instrument attempting to convey real estate, which, on account of its form, could not possibly have that effect until after the death of James Rogers, as a circumstance indicating effect after death. The statute of wills of England, Victoria 1837, effective 1838, amending the old statute, was in effect when the case of Cocke v. Cocke was decided in 1865 by the Court of Probate and Divorce of England, the opinion rendered by Sir J. P. Wilde; also the case of Robertson v. Smith & Lawrence, L. R. 2, P. & D. 43, decided by the same court opinion rendered -by Lord Penzance in 1870. The latter case involved this instrument: “I hereby make a free gift to Maria R. of sixty pounds and to John V. of fifty pounds, being the sum deposited by me,” etc. And parol evidence of the surrounding conditions was admitted to show the intention to make a testamentary gift. The former case, Cocke v. Cocke, embraces for consideration this instrument: “I wish myn sister, Louisa Cocke, of 104 York Road, Lambeth,. to have my Schering (Charing) Cross bank book for her own use. December 7, 1865.” Sir J. P. Wilde said: “The only question raised with respect to it is whether it is meant to be testamentary. In order to form a proper judgment, it is very material to look at the words written and the acts done by the testatrix in the light in which a person of her imperfect condition would be likely to regard them, and not attach anything like a technical meaning, of which she was. ignorant, to the language she has used. The expression, T wish myn sister to have,11 appears to me to imply, T wish her to have after my death,’ because when she wrote these words she was dangerously ill. … If she had merely wished to make her sister a present, she would not have taken the trouble to write anything at all, but would simply have handed over the bank book to her, etc. It is undoubted law that, whatever may be the form of a duly executed instrument, if the person executing it intends that it shall not take effect until after his death, and it is dependent upon his death for its vigor and effect, it is testamentary.” As stated, while the English decisions, except the last quoted from, are not accessible to us, but, from the annotations and other decisions appropriate on this subject, we infer that the cause of Cocke v. Cocke is considered a leading case. It is noted that the English judge in this instance, deducing the. implication of a causa mortis intention of the donor, did so “because when she wrote these words she was dangerously ill and did not expect to live,” etc., resorting to parol proof for that purpose. If the promissory note, though written wholly in the handwriting of Van-law, and found in his tobacco box, without any other explanatory features in connection with it, payable to Adams & Boyce, were as indicated, truly it would not be a will. However, we can infer these steps clearly from this record: That he executed the promissory note, partly printed and partly written, and the writing, “Henry, please except [accept] this, you and E. Y. Adams, for the kindness shown me.” (I inserted the commas before “you” and after “Adams.”) He placed the note and the other instrument in an envelope and sealed the same. Horizontally he wrote the name “Henry Boyce” on the envelope, and across the end of the envelope the word “Notes.” That he placed the same in a receptacle in his home in Moore county. Conclusively the intention to give is manifest; the only question being whether in prmsenti or in futuro — now or after death. There is a principle of construction which seems never to have been denied;' that is, the law favors the interpretation to avoid total or partial intestacy, and “the swift willingness in this regard has passed into a rule of construction.” As seen from the foregoing authorities and others, some of the courts imply a testamentary intent and aid it with oral proof; some of the decisions indicate that, though the instrument is not indicative of testamentary intent, parol proof though is admissible for that purpose; some of the authorities suggest that, where the instrument is doubtful, susceptible of two interpretations — one of a present gift, as well as a gift after death, with parol proof aiding the construction of testamentary *491 intent, and not detracting from it — the instrument constitutes a will. We take it the contervailing theory is, as to the instruments directly involved, that there is nothing here to imply testamentary intent from the face of the instrument, and that there is everything implying a gift inter vivos; that the promissory note in connection with the other instrument signed hy Yanlaw indicate a gift in prsesenti.
¶34 I deduce from the foregoing decisions, or at least some of them, that if, from the subject-matter, or from the form and manner in which the donor manifested his dispositive intention, if an implication of testamentary intent may be inferred, though it may also suggest an intent inter vivos, parol evidence is always admissible. In the Maryland ease the man gave all his personal property, and the instrument indicated a present gift as well as after death; in the North Carolina ease the donor gave all of the real and personal estate. The instruments were susceptible of a present as well as a testamentary gift. It is, however, unusual for a donor to give all his property in his lifetime. Lord Wilde, in the ease of Cocke v. Cocke, commented on the unusual act of the donor giving a bank book during life. Something is said that the words “please accept” is suggestive of a present dispositive intention, and that the note indicates a present payment or gift. Without pursuing the subject too lengthily, in considering all the instruments, I believe the dispositive intention of a testamentary nature may be implied, considering the matter as a whole, that is, by the execution of said instruments by Vanlaw, placing the same in the envelope, and sealing the latter with his inscription and indorsement upon the back thereof, and taken in connection with the further fact that it is a demand note for the sum of $14,000. It is unusual for a man to dispose during his lifetime of all his personal property, though he may use words indicating a gift in prsesenti; the same is applicable to the disposition of all of a man’s real estate, though the language, literally construed, also indicates a present gift. It is unusual for a donor to give a bank book during life — the nature of' the gift has a strange aspect — so I think it is a very rare occurrence, exceedingly so, for a man to make another a gift of a demand note; it contravenes common experience to say that one in making a gift, placing the power in the donee to compel the donor to pay the immediate obligation, intends it as a present gift. When Yanlaw wrote, “Please except this you and P. Y. Adams for the kindness shown me,” of course he intended to say, “Please accept this, you and IP. Y. Adams, as a gift, for the kindness shown me.” Whether he intended them to. accept the gift after death, or in prsesenti, we may say is doubtful by construction of the implied meaning of the instruments. The way I view it the incident of a gift by one to another of an obligation practically payable on demand, in this case of $14,000, with attorney’s fees a part of the note, and necessarily paid out of the assets, if the donor had not the ready money to meet the obligation upon demand, excludes more the idea of a gift in prsesenti, and is more significant of the idea that the donor meant to give the amount of the note after death; and being of doubtful construction as to the intention of the donor when aided with parol proof as to the situation of the parties, if the instrument then further excludes a gift in prsesenti, to that extent it is testamentary and a will. When you resort to parol proof, the face of the note is practically two-thirds in amount the value of the donor’s estate, excluding his debts, and that with this aid, and other incidents corroborative of the man’s meaning, it clearly excludes the idea that Vanlaw intended _ to give Boyce and Adams an obligation during-life which would practically absorb his estate, unless you infer it was the act of a lunatic.
¶35 In an instrument as to which, from the subject-matter and the nature'of the gift, it could be implied that the gift is incompatible with the idea of a present assignment (though by another interpretation it may be compatible with a present gift), the doubtful meaning of the instrument may be aided by parol testimony to ascertain the real intention of the donor. Justice Stayton, in the ease of Heidenheimer v. Bauman, 84 Tex. 174, 19 S. W. 382, 31 Am. St. Rep. 29, had no record similar to this under consideration in writing the opinion in that cause, and the real question decided, however eminent the judge, and the real record imaged in the judge’s mind when deciding it, should be considered in attempting to apply the language of that judge to a different question. Justice Stayton did, however, say in that cause: “Parol testimony is admissible often to enable' the court to give effect to an intention expressed in a will; … but it is never admissible for the purpose of showing a testator’s intention by proof of his oral declarations of intent, either as to the persons who shall take his estate or as to what particular part of his estate any one person was intended to receive.” Where clearly expressed, when testamentary intent is involved, which Justice Stayton did not have in view, you do not need parol proof; when doubtful it is necessary and always admissible in will cases.
¶36 I disagree, however, with appellee in the assertion that the cause of Crain v. Crain, 21 Tex. 790, decided by Chief Justice Hemphill, is of great value in determining this immediate question in his favor in this cause. In that case the plaintiffs claimed that certain deeds were unoffieious wills in contravention of the statute of forced heirship. The defendant contended that they were deeds conveying the property in prsesenti. The condition of the pleadings and the attitude of the liti *492 gants were such that, upon the jury’s finding that they were instruments, of a testamentary nature, in violation of the disinherison statute, and not conveyances of a present estate, the Supreme Court merely held, the formalities with reference to the execution of the instruments not having been contested, that the instruments were of a testamentary nature, and partially void and partially valid, conveying a one-fourth estate, instead of all of the property. The court, in saying that they were instruments of a testamentary nature, was not deciding that the deeds in that record, if they had been contested under the statute were wills in compliance with our statute of wills. I rather concede that some of the other Texas eases cited by appellee, where deeds were construed wills, tend to sustain his contention as to testamentary intent, for the reason that in some of those causes, while language was used to show that the possession of the estate was postponed to a time after the death of the donor, and the donor had the use of the property during life, however, the title to the property, according to the terminology of the instrument, really passed in presentí, at least so I view it; but evidence was permitted to be introduced to show that the title was also testamentary. The fact of sealing instruments in an envelope, and addressing the latter to the intended donee, and retaining such envelope and instrument therein inclosed in the possession of the donor, in some receptable, while it is proof of a fact in parol, is deemed by all the courts as a circumstance of significance, aiding the testamentary intent of the instrument in which the property is intended to be given.
¶37 This logically brings me to the point wherein according to my conception of the law, this instrument cannot be construed as a valid will under the statute. The doctrine of incorporation by reference I do not believe applicable to the instruments in this record. The Supreme Court of Pennsylvania, in the case of Eosselman v. Elder, 9S Pa. 159, had under consideration a sealed envelope, .found among the papers of the deceased, on which was written the following words, addressed to the donee; “Dear Bella: This is for you to open.” And when opened the folr lowing was found: “My wish is for you to draw this $2000 for your own use should I die sudden.” The envelope contained a certain note for $2,000. That Supreme Court did not have under consideration the question of incorporation by reference; but it did have the natural sequence of the writings, and were of the opinion “that the inscription on the envelope should be read as the preface of and in connection with the paper inclosed therein, and that they altogether constitute a valid testamentary disposition of the accompanying note operating as a codicil to the will of the testatrix.” The court also said: “The natural order of reading ought to control, and that is, the name of the party addressed, first, and then what is written, or concerning him.” The note in this record is not a specific legacy, but, if a valid ‘will, would have to be construed a general legacy, chargeable upon the estate of Vanlaw. The “please accept” instrument is incomplete and practically meaningless without the general legacy. Appellee construes this instrument, if we understand his brief correctly, as a part of the transaction of the execution of the note. If the note were executed at the time the other' paper was also executed, I mean contemporaneous in law, as a part of the will-making act, all the parts are necessarily construed together as ingredients of the testament. This, as I view it, is not incorporation by reference within the legal meaning of that doctrine under the authorities. This is making a will all at one sitting. If the donor had written, “Henry, you and Adams, please accept the following for the kindness shown me.- E. Vanlaw” — then the following language on the same sheet of paper would have been, “To Henry Boyce I bequeath $7000 -and to E. V. Adams, I bequeath the same amount;” and, if the latter language were printed, I am unable to conceive by what process of reasoning the instrument complied with the statute as a holographic will, whether the “following” was signed or unsigned. I admit that some of the authorities, from the facts, indicate that an unattested document made immediately previous to the writing of the will may be incorporated by reference into the will, but in any case accessible to the writer you are not required to go to the incorporated document to determine whether the instrument was a will, the incorporation of the document by reference means bringing it into the will; the will is already made in so far as the intent to give after death and the other formalities are concerned, and the antecedent memorandum is drawn in by reference. If A. were to write that he gave to B. “the property evidenced by a printed memorandum, made by me at the time of .signing this instrument,” and the printed memorandum was an instrument bequeathing a legacy of $14,000 to B., and though the memorandum were signed, I am unable to conceive the transaction a will — it is partly written and partly printed.
¶38 Incorporation, of course, is a will-making act, performed at the same sitting of the making of the will-; but making a will at the same sitting and writing it all at that time is not incorporation, and I so construe the transaction here — all acts construed together as will-making acts performed at the same time, and all necessary to be taken together as a valid will, but all when construed together is not such.
¶39 Neither do I think that the Geary will, under the jury’s finding and the record here, referred to in the court’s opinion on the motion for rehearing, on the proposition of *493 revocation, notwithstanding the residuary clause, revoked the Boyee-Adams instrument, if the latter were a will. I am convinced that the declaration made by Vanlaw at the time he executed the Geary will was clearly admissible for that purpose; it was res gestae of a transaction of the making of that instrument. I am not holding that this testimony of his declaration, in substance that he had Boyce and Adams already fixed, was admissible to prove the testamentary intent entering into the Boyce-Adams instrument, but as a declaration to prove that the Geary will was not the only will of the testator; the declaration, having been made when the latter will was made, was competent.
¶40 The Supreme Court of Colorado said: “The two are to be taken together as forming one will, unless the circumstances under which the last will was made prohibits such a condition, or the conditions of the two wills are so repugnant and inconsistent that they may not stand together. In this connection we will say that the court erred in striking out the testimony concerning the conversation that took place at the time of the execution of the last will, and the testimony of the witness Hanington. The conversation was a part of the subject-matter, and was admissible for the purpose of determining the intention of the testator in relation to the will which was then in existence, and of the facts and circumstances attending the execution of the wills. 1 Underhill on Wills, p. 39;” Whitney et al. v. Hanington, 36 Colo. 407, 85 Pac. 86. See, also, In re Venable’s Estate, 127 N. C. 344, 37 S. E. 465, quoting section 407 (2d Ed.) Schouler on Wills; Gordon v. Whitlock, 92 Va. 723, 24 S. E. 342; In re Pilsbury’s Will, 50 Misc. Rep. 367, 99 N. Y. Supp. 68; Williams v. Miles, 68 Neb. 463, 44 N. W. 705, 96 N. W. 151, 62 L. R. A. 383, 110 Am. St. Rep. 431.
¶41 I do not construe the residuary clause as a nullity, according to the contention of ap-pellee, but think that the jury were entitled to consider Vanlaw’s age, his unmarried state, the short intervening time between the making of the two instruments, and the testimony of the declaration indicated for •the purpose of finding whether the last will revoked the former, which is always a question of intent. If not revoked, the two instruments are construed together — the last in the nature of a codicil.
¶42 I am also inclined to think that the court is in error in affirming the judgment of the lower court, admitting the Geary will to probate. I construe this record in its travel from the county court to this court as solely embodying, in so far as the question of probate is concerned, the Boyee-Adams will exclusively. The transcript from the county court to the district court excludes the idea that the Geary will was used for any other purpose in the county or district than one of proof of revocation by the appellant, Maris, of the Boyce-Adams will. In the district court the proponent of the Boyce-Adams will, by supplemental pleading, averred that the Geary will, upon an appeal from the county court of Moore county to the district court of that county, had been denied probate by the latter court in a different proceeding between the appellant, Maris, and the beneficiary, John Geary; further stating that, if the court in this proceeding did not construe such former judgment as res judicata, said Geary will be admitted to probate with the Boyce-Adams instrument. There is no proof of the former judgment — simply an averment by the pleader — and in the condition of this record I am constrained to believe that the same pleader has not invoked the jurisdiction of the district court, and the same is not shown in order that the Geary will could be probated; and it could not be presumed, in the state of the record, that the district court was acting in an appellate capacity for the purpose of probating said will. I agree with the court that a correct judgment in this case is a rendition of the trial court’s judgment as to the Vaniaw-Boyce-Adams instrument, but think that the judgment probating the Geary will by the district court of Moore county should be reversed and remanded, and respectfully dissent from the reasons and findings of the majority to the extent herein indicated.