Texas - Probate of
Wills That Are Altered or Interlined
YouKnowItAll.com
CLE Provider
© A. Hawkins 2004
Suitability
This course may be taken by any lawyer, but is especially important for those who are serious about the topic. The introductory course should be taken before this course. 0This course covers topics that frequently appear at the core of the plots in books and movies. The cases are fundamentally interesting and entertaining.
Scope
This
course is one of a cluster of courses that cover all[1] reported Texas cases
since 1950 on missing and lost Wills as well as Wills that have been altered
after execution. The material is
divided into five separate courses to make each course a reasonable length. This also allows you to take one course
at a time as your schedule permits and gradually become a KnowItAll.
Wills
with removed or substituted pages and interlined, mutilated, damaged,
destroyed, partially obliterated pages are interesting creations. This course
is about altered Wills. At one time, there was a valid Will. At least part of
the original Will exists at death, but is has been altered after execution. A
bequest might have been added by an interlineation or insertion of a new page.
A name might be added or stuck out.
A page might be added, removed, or substituted for a prior page. The act might have been the act of the
testator. The identity of the
person who did it might not be known.
The Will might be holographic or mechanically printed, with holographic
or mechanically printed alterations.
This
is a case study course. Cases are
kept intact rather being chopped up and quoted or cited issue by issue. Cases typically involve several issues,
but are grouped under one of those issues. Be aware that other issues are often
present. As a result, some cases that involve a particular issue will be
grouped under a different issue. The court opinions are lightly edited[2] to retain the full flavor and context.
Prior
to each court opinion, the teacher provides italicized commentary.
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This
course is primarily a case study which relies on the words of the courts which
are quoted so that you may read them yourself. The teacher has selected quotations, deleted original emphasis, added the authors
emphasis, and moved citations to footnotes. Commentary by the teacher is
included in the text and in footnotes. Five asterisks ( * * * * * ) identify
each new case, If a case doesnÕt interest you, just search for * * * * * to
find the next one. This also helps if you wish to go back to reread a case.
There
are three kinds of footnotes.
1. Footnotes by the court retain the courtÕs
original number. Our footnote is a footnote to that number.
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citations.
3. Footnotes that contain some of the
authorÕs commentary.
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Optional
Telephone Conference
The
teacher is available for an optional personal telephone conference on the
substance of this course. If you
have a question about the application of the material in this course to a
particular case, or would just like to visit about this topic, you may do
so. A brief basic phone conference
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Table
of Contents
A
combined table of contents for this course and the lost Will courses is in a
separate document. A table of contents for Altered Wills is also in this
document.
Table
of Contents Altered Wills
Preface
- What is a Will?
Hinson v. Hinson 280 S.W.2d 731 (Tex. 1955)
What is an interlined
Will.
Commentary
The essence of the
Texas law of interlined Wills.
Commentary
Interlined
Wills.
Huckaby
v. Huckaby
436 S.W.2d 601 (Tex Civ App - Houston (1st Dist.] 1968)
Freeman
v. Chick 252 S.W.2d 763 (TexCivApp-Austin 1952)
Schoenhals
v. Schoenhals
366
S.W.2d 594 (Tex Civ App -Amarillo 1963)
Scott v. Schwartz 469 S.W.2d 587
(TexCivApp- San Antonio 1971)
Wills With Pages
Removed, Inserted, or Substituted
Pullen v. Russ 209 S.W.2d 630 (Tex.Civ.App. Ñ Amarillo 1948,
writ refÕd n.r.e.)
Douglas v. Winkle 623 S.W.2d 764 (Tex.App. - Texarkana
1981)
Mahan v. Dovers 730 S.W.2d 467 (Tex.App. - Ft. Worth 1987)
Goode v. Hoover 828 S.W.2d 558
(Tex.App.-El Paso 1992)
In re Estate of Flores, Deceased March 28, 2002 (Tex.App. - Corpus
Christi - Edinburg 2002) (Flores is in the introductory course.)
Obliterations by
Striking Through
Estate of Montgomery 881 S.W.2d 750 (Tex.App.
- Tyler 1994)
Holographic
Obliteration
Hancock v. Krause 757 S.W.2d 117 (Tex. App. - Houston [1st Dist.]
1988
City of Austin v. The Austin National Bank 488 S.W.2d 586 (Tex.Civ.App. - Austin 1972) affirmed
in this respect, reversed in part on other grounds, 503 S.W. 2d 759 (Tex. 1974)
Obliteration by Ink
Blotch
Leatherwood
v. Stephens,
13 S.W.2d 726 (Tex.Civ.App.ÑWaco 1929), affÕd, 24 S.W.2d 819 (Tex.CommÕn App.
1930) (with dissent)
Leatherwood
v. Stephens 24 S.W.2d 819
(Tex.CommÕn App. 1930) (same case )
Alphabetical Case
List
City of Austin v. The Austin National Bank 488 S.W.2d 586 (Tex.Civ.App. - Austin 1972) affirmed
in this respect, reversed in part on other grounds, 503 S.W. 2d 759 (Tex. 1974)
Douglas v. Winkle 623 S.W.2d 764 (Tex.App. - Texarkana
1981)
In re Estate of Flores, Deceased March 28, 2002 (Tex.App. - Corpus
Christi - Edinburg 2002)
Freeman
v. Chick 252 S.W.2d 763 (TexCivApp-Austin 1952)
Goode v. Hoover 828 S.W.2d 558
(Tex.App.-El Paso 1992)
Hancock v. Krause 757 S.W.2d 117 (Tex. App. - Houston [1st Dist.]
1988
Hinson v. Hinson 280 S.W.2d 731 (Tex. 1955)
Huckaby
v. Huckaby
436 S.W.2d 601 (Tex Civ App - Houston (1st Dist.] 1968)
Leatherwood
v. Stephens,
13 S.W.2d 726 (Tex.Civ.App.ÑWaco 1929), affÕd, 24 S.W.2d 819 (Tex.CommÕn App.
1930) (with dissent)
Leatherwood
v. Stephens 24 S.W.2d 819
(Tex.CommÕn App. 1930) (same case )
Mahan v. Dovers 730 S.W.2d 467 (Tex.App. - Ft. Worth 1987)
Estate of Montgomery 881 S.W.2d 750 (Tex.App.
- Tyler 1994)
Pullen v. Russ 209 S.W.2d 630 (Tex.Civ.App. Ñ Amarillo 1948,
writ refÕd n.r.e.)
Schoenhals
v. Schoenhals
366
S.W.2d 594 (Tex Civ App -Amarillo 1963)
Scott v. Schwartz 469 S.W.2d 587
(TexCivApp- San Antonio 1971)
*
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The
Course Text.
Texas
- Probate of Wills That Are Altered or Interlined (2003)
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Preface
- What is a Will?
Hinson
is an important Texas Supreme Court case which provides background for the
study of cases involving alterations of Wills.
Hinson v. Hinson 280 S.W.2d 731 (Tex. 1955)
ÒRespondent is the widow, and petitioner is the
child by a former marriage, of J. W. Hinson, Sr., who died in Harris County on
September 16, 1952. We are required to determine whether two instruments
executed by the decedent are entitled to probate, either separately or
together, as his last will and testament.
ÒOn April 20, 1951, the decedent signed a
printed and typewritten instrument, containing a formal introductory paragraph
declaring the same to be his last will and testament, wherein he directed
the payment of his debts, devised and bequeathed all of his property to
respondent for her lifetime, and at her death to be divided equally between
petitioner and two other named persons, provided that one-third of the estate
should be given to petitioner in the event of respondent's remarriage,
conferred upon respondent the power of sale, appointed executors, and revoked
all former wills. This instrument also bears the signature and seal of a
notary public but is not otherwise attested.
ÒThereafter the decedent wrote his own
handwriting and signed the following on a sheet of hotel stationery:
'Aug. 24, 1951
'Supplementary to my Last Will, it still stands
as is.
'to my wife Ethel Mae Hinson. my will is in
brief case zipper comp. Copy to wife. Copy to my son J. W. Hinson Jr.
Everything is yours Darling. Pay the Home off. Sell my car. Have will probated
at once. Go to Judge Ewing Boyd, tell him who you are. He will give you all
legal advice needed. He is my friend. Sell all of my guns & things you do
not need. Sell the Home if you like. But buy another one where you wish to
live. Take care of everything I leave you will need it all.
'I love you Darling so much more than my own
life. Bye. J. W. Hinson.'
ÒAfter the death of her husband, respondent
filed in the County Court an application to probate in which she prayed that
both writings, or in the alternative the handwritten instrument alone, be
admitted to probate as the last will and testament of the decedent. Petitioner
contested
the application, contending that neither instrument is entitled to probate,
because the first is not attested as required by law and because the second was
not executed by the decedent with testamentary intent. The judgment of the
County Court admitting both instruments to probate having been appealed,
the cause was tried de novo in the District Court without the intervention
of a jury,
the only evidence introduced being the two instruments and certain facts
stipulated by the parties. Testamentary capacity was admitted, and there was no
question of fraud or undue influence. The parties agreed that the typewritten
instrument dated April 20th was in existence in its present form at all times
since that date, was found in a separate compartment of decedent's brief case
after his death exactly as indicated in the handwritten instrument, and is the
document to which reference is made in the latter instrument. The District
Court
sustained petitionerÕs contentions with respect to the formal typewritten
document, and entered a judgment probating only the holographic instrument
dated August 24th.
This judgment has been affirmed by the Court of Civil Appeals.[3] It is our opinion that neither
instrument can be probated.
ÒAn instrument is not a will unless it is
executed with testamentary intent. The animus testandi does not depend upon the
makerÕs realization that he is making a will, or upon his designation of the
instrument as a will, but upon his intention to create a revocable disposition
of his property to take effect after his death. It is essential, however, that
the maker shall have intended to express his testamentary wishes in the
particular instrument offered for probate.[4]
ÒThe instrument offered for probate in the
Caywood case was a letter written by a Navy pilot to his mother which contained
the statement ÔYou see my Will is made out to you and sister so this will be
easy for you to get if I was to have a little hard luck.Õ[5] The judgment of the District Court
admitting the letter to probate was reversed and rendered by the Court of Civil
Appeals, which said:
ÔSo, in the instant case, if the deceased
meant only to say that he had executed a will and to state to whom he had
disposed of his property in such will, then the language used would not
constitute a will.
* * *Õ
The court concluded that the writer intended
that his mother and sister would receive his property not by the provisions of
the letter but by the terms of the will that he said he had previously
executed.
In Langehennig v. Hohmann,[6] the decedent left a will giving all
property to his wife in fee simple. The husband and wife had also executed in
the presence of witnesses a formal instrument which recited that the parties
had theretofore made their wills Ôand which are and shall be and remain in full
force and effect as heretofore executed.Õ There were then a number of
provisions expressing the Ôwish and desireÕ of the parties as to how the
survivor should manage and dispose of the estate. It was held that the writing
was an expression of the wishes, but not of the will, of the husband and wife
and should not be admitted to probate. In support of this conclusion it was
said:
ÔThat this is the true meaning of the instrument
is evidenced also by the declaration in mandatory language that the wills
already made shall remain in full force and effect as executed. The will of
William Hohmann could not remain in full force and effect if the later writing
had been intended as a codicil, for the codicil would modify the will or revoke
it in part by bequeathing to the children, either by direct bequest or by the
creation of a trust in their favor, a part of his property, all of which had
been willed to his wife. Thus the writing, if construed as testamentary, would
be contradictory in its own provisions. When it is construed as an instrument
of recommendation or advice it is not contradictory of itself and all of its
provisions are given effect.Õ
ÒWe agree with respondent that the decedent
intended to make a testamentary disposition of his property. It is our opinion,
however, that the holographic instrument of August 24th was not intended as a
declaration of the manner in which he would have his property pass and vest at
his death. He had previously signed an instrument which he expressly declared
to be his last will
and testament and which the parties agree is the ÔwillÕ referred to in the
informal memorandum. The latter instrument begins with the words ÔSupplementary
to my last will and testament, it still stands as is.Õ This clearly negatives
any intention to revoke or modify any of the provisions of the typewritten
instrument.
At the very outset, the decedent conveys the idea that he has something in mind
other than the making of a testamentary disposition of his property. He has
already executed an instrument which he thinks is a legal will, and Ôit still
stands as is.Õ He then tells his wife Ômy will is in brief case zipper comp.,Õ
which obviously was not intended to refer to the instrument which he was then
writing. Later he advises her to have the will probated at once and suggests
that she go to Judge Ewing Boyd for legal advice.
ÒIt should also be observed that the decedent
had some knowledge of the form and wording of a will. The introduction to the
typewritten instrument expressly declares the same to be his last will and
testament. In the body of this ÔwillÕ he used the words Ôgive, devise and
bequeathÕ and Ôit is my will,Õ directed the payment of debts, appointed
executors and revoked former wills. The holographic instrument does not
affirmatively state that it is intended or declared to be a will and does not
contain language ordinarily used to make a disposition of property. While this
circumstance is not controlling, it tends to support our conclusion as to the
decedentÕs purpose in executing the informal memorandum.
ÒThe statement ÔEverything is yours DarlingÕ
in an instrument properly executed and intended as a will might be effectual to
pass the decedent's property.[7] We are not permitted, however, to lift
such statement out of context, but must consider the same in the light of all
the provisions of the instrument. The introductory sentence clearly indicates
that the decedent intended that his property should pass and vest under and in
accordance with the provisions of the typewritten instrument. By the terms of
that ÔwillÕ his wife took a life estate with power of sale. It is not
reasonable to believe, therefore, that the statement ÔEverything is yours
DarlingÕ was intended to operate as a devise of the property to her. We think it is apparent
from a reading of the entire instrument that this sentence was written by the
decedent for the purpose of informing the respondent that he had devised his
property to her. The remaining provisions regarding the preservation of the
property and the sale of various items thereof are in the nature of suggestions
and advice to the wife for her guidance in the management of the estate he had
attempted to devise to her by the Ôwill.Õ
ÒRespondent argues that the existence of
testamentary intent presents a question of fact, and that we are bound by the
implied finding of the trial judge that the holographic instrument was intended
as a will. As stated in Brackenridge v. Roberts,[8] Ôwhere the evidence is not conclusive
of the existence or nonexistence of such an intention, and where its existence
or non-existence is to be deducted from all the facts and circumstances of the
case, the issue must be determined by the jury.Õ When such a case is tried
before the Court, the finding of the trial judge on the question would be
conclusive. It is our opinion, however, that the evidence in this case
conclusively establishes as a matter of law that the decedent intended that his
property should pass and vest not by the provisions of the informal memorandum
but under the in accordance with the terms of typewritten instrument. Under these
circumstances the holographic instrument standing alone cannot be admitted
to probate.
ÒRespondent also contends that the typewritten
instrument is republished by, or incorporated by reference in, the holographic
writing and thus is validated, and that the two instruments, taken together,
should be admitted to probate as the decedent's will. Petitioner concedes that
the handwritten document evidences the intention of the decedent to republish
or incorporate by reference the earlier typewritten instrument.
ÒThe doctrine of incorporation by reference
has been recognized by at least one Court of Civil Appeals and by a statement
in one of our early opinions, but we do not find that it has been expressly
approved by a decision of this court.[9] It is well settled, however, that a
properly executed and valid codicil which contains a sufficient reference to a
prior will, operates as a republication of the will in so far as it is not
altered or revoked by the codicil; the will and codicil are then to be regarded
as one instrument speaking from the date of the codicil.[10] Most jurisdictions in which the
question has arisen also hold that a properly executed codicil validates a
prior will which was inoperative or invalid because of defective execution,
lack of testamentary capacity or undue influence.[11] We note that the latter rule is
recognized by implication in Campbell v. Barrera[12] and will assume for the purpose of this
opinion that such rule does obtain in Texas. This brings us to the question
which we regard as controlling in the present case.
ÒArt. 8283 Tex.Civ.Stat. provides that a will
Ôshall, if not wholly in the handwriting of the testator, be attested by two or
more credible witnesses above the age of fourteen years, subscribing their
names thereto in their own handwriting in the presence of the testator.Õ The
handwritten instrument of August 24th appears on its face to be attested by
three witnesses, but the parties have stipulated that the signatures of two of
the witnesses were placed on the instrument after the decedentÕs death and the record is
silent as to when or under what circumstances the other witness signed. The
writing is simply a signed but unattested holograph. We must decide,
therefore, whether an unattested non-holographic instrument may be validated by
a subsequently executed and unattested holographic document.
ÒIn Adams v. Maris[13] the trial court admitted to probate an
envelope on which was written the words ÔHenry BoyceÕ and ÔNotes,Õ a
holographic instrument stating Ô ÔHenry, please except this you & F. Y.
Adams for the kindness shown me. E. Vanlaw,Õ Õ and a promissory note found in
the envelope, which note was on a printed form with the blanks completed in the
handwriting of the testator. The Commission of Appeals concluded that the note
was not incorporated in the handwritten instrument, but in the course of the
opinion said:
ÔThe statutes relating to wills require that a
written will be attested by two witnesses unless wholly written by the
testator. Manifestly, then, if the note referred to is considered a part of the
letter of the deceased, the papers admitted to probate must fail as a will, not
being attested, and the note being written partly in script and partly in the
handwriting of the deceased.Õ
ÒThere is a divergence of view in other
jurisdictions on this question. Among the cases holding that an unattested
non-holographic instrument cannot be validated by incorporation or
republication in or by an unattested holograph are Scott v. Gastright, 305 Ky.
340, 204 S.W.2d 367, 173 A.L.R. 565 (incorporation); Sharp v. Wallace, 83 Ky.
584 (republication); Hewes v. Hewes, 110 Miss. 826, 71 So. 4 (incorporation);
and Gibson v. Gibson, 28 Grat. 44, 69 Va. 44 (republication). The following is
an excerpt from the opinion in Scott v. Gastright:
ÔWe cannot, however, carry the doctrine (of
incorporation by reference) so far as to nullify the provision of our statute
which requires a holographic will to be wholly written by the testator. If
appelleeÕs theory is sound, it would authorize a person to validate a forty
page printed, or typewritten, instrument as a will by simply writing at the end
thereof, ÔThe above is my willÕ and signing such statement.Õ
ÒThe cases of Johnson v. Johnson, Okl., 279 P.2d
928, and Rogers v. Agricola, 176 Ark. 287, 3 S.W.2d 26, hold to the contrary,
the courts apparently relying entirely on the broad principle that a validly
executed codicil operates as a republication of the will. The opinions do not
undertake to explain or justify the probate of an unattested non-holographic
instrument and do not discuss the provisions of the applicable statutes.
This is not a case in which the
extrinsic-document is referred to simply for the purpose of identifying the
beneficiaries of the will or the property devised thereby, or of ascertaining
the intention of the testator in some collateral matter, or of resolving an
ambiguity resulting from the language used in the will. The typewritten paper
of April 20th is the operative testamentary instrument; without it no part of
the decedent's scheme or plan for the disposition of his property can be
ascertained. We must look to that document to determine the very substance of
his testamentary wishes, including the property devised, the identity of the
beneficiaries, the estates devised to each, the powers of the life tenant, and
the names of the executors. Even if such instrument is regarded as having been
incorporated in or republished by the later handwritten memorandum and the two
documents are considered together, we are still confronted with the fact that
the instrument offered for probate is not wholly in the handwriting of the
decedent and is not attested as required by statute. It is our conclusion,
therefore, that under the clear provisions of our statute the two instruments
involved in this case cannot be admitted to probate.Ó
* * * * *
What
is an interlined Will?
Interlineation
is the term for revising a document by marking the revisions on it. It refers
to writing between the lines, although the concept is not restricted to that
precise method of editing. For example, a will may be typed or printed with the
following bequest:
ÒI give my cat to Jen.Ó
It
might be then be edited in pen or pencil to read as follows:
ÒI give my 50 pound solid gold cat figurine to Jen.Ó
It
might also be edited by a typewriter to read as follows:
50
pound solid gold
ÒI
give my/cat to Jen.Ó
That
is interlineation. An interlineated or interlined Will is a Will which has such
interlineations. Interlineated Wills are invariably written Wills.[14]
An
interlineation may accompany an erasure. It might be an erasure and an
interlineation that changes ÒI give my cat to JenÓ to ÒI give my cat to JanÓ or
ÒI give my 50 pound solid gold cat to Jan.Ó
Interlineation
may be hard to read, or hard to interpret, but that is not the issue of this
course. For this course, we assume that there is a clear meaning and intention
expressed before the change and that the interlineation changes that meaning.
* * * * *
The
essence of the Texas Law of Interlined Wills
The
issues created by interlined Wills are not as different from the issues created
by a standard written Will as might be suspected. The issues revolve around
whether a Will was executed, amended, or revoked in compliance with the
statutes, and if so, what the Will contains. The following factual issues might arise.
* Was the Will interlined before or after
execution?
* Did the testator know that the Will was
interlined when executing it?
* Did the interlineation constitute a
revocation by destruction?
* If it was interlined after execution, is
the interlineation a codicil or revocation?
*Was
the testator the one who made the interlineation?
*Was
it entirely in the hand of the testator?
*Was
it intended to be a codicil?
*Is
it coherent as a codicil?
*Was
it intended to be a revocation?
A
key to the analysis of an interlined Will is the recognition that the standard
rules of Will execution and revocation apply. Any analysis must fit those
standard rules.
A
second key is that the interlineation may be a fraudulent act by someone other
than the testator, or may appear to be a fraudulent act even if it is not one.
When the courts perceive fraud, their attitude and analysis may easily reflect
their preference for a result that thwarts the fraud. When reading cases, one
should seek a sense of Òwhat
really happenedÓ and what the court thinks Òreally happenedÓ to see if the
court is reaching the result it seeks, rather than the result dictated by law.
An example is the Huckaby Estate[15] in which the brother
of the deceased seems to have caused the court of appeals to suspect that he
acted improperly. Among other
facts, the court of appeals recites that he used Òprofane language.Ó[16]
In
Huckaby, erasure, substitution and interlineation benefited the brother at the
expense of the son. The jury found
that those editing changes were not made before the Will was executed. If the
editing was not done before execution, the Will as edited is not a Will. The
Will as executed is still the Will if it was not revoked or amended. In
Huckaby, the court found intestacy. The son received everything. The brother
who used profanity received nothing.
For
those who suspect that the brother tampered with the Will to divert the estate
from the son to the brother, the result may seem just. It is that natural
preference for a ÒjustÓ result which can influence juries and judges. If the
executed Will, before editing, gave everything to the son, the result of
intestacy is the same and intestacy is an easy way to achieve the ÒjustÓ
answer. In Huckaby, intestacy may also be the technically correct answer, but
recognize that courts are receptive to results that favor the spouse and
children rather than a brother or mistress, especially if the spouse or
children seem nice and the brother or mistress seem evil. Beneficiaries who are
also heirs and natural objects of the bounty of the deceased are more likely to
be well treated by the court. We
quote extensively from the Huckaby case to get a sense of the kind of facts
which the court recites.
The
language used in interlined wills can be difficult to comprehend. If it doesnÕt
make sense, you may wish to read it, reread and return to it after reading what
the court has to say about it.
*
* * * *
Interlined
Will Cases
* * * * *
Issues: Interlineation, erasure, and
substitution occured after Will execution. The teacher provides commentary in
italics with wide margins within the opinion.
Huckaby
v. Huckaby 436 S.W.2d 601 (Tex Civ App - Houston
(1st Dist.] 1968)
ÒBy paragraph I specific property is given to
Mrs. Katie L. Huckaby. As a part of the last line of paragraph I is the
following language and immediately below is paragraph II all in the following
form:
'I
also bequeath all personal and real property at my death
II.
'To
my beloved brother, Arthur L. Huckaby. All interest I have in the (sic)
business known as Huckaby Funeral Service, equipment, Funeral Coaches, and, the
interest I hold in the Fireside Burial Association.'
ÒThe jury, on sufficient evidence, found that the
words ÔI also bequeath all personal and real propertyÕ were not contained in
the Will when it was signed by the testator on October 18, 1953.
ÒParagraph VII provided: ÔMy personal car shall
be given to my beloved brother, Arthur L. Huckaby.Õ
ÒIt is obvious to the naked eye that there had
been an erasure where the words Ôbrother, Arthur L.Õ appear.
ÒThe jury, on sufficient evidence, found that the
words Ôson, Leon MitchellÕ had not been erased prior to the execution[17] of the Will and replaced by the words
Ôbrother, Arthur L.Õ
The
trial court, based on a jury verdict, denied probate on the theory that the
Will had been revoked. The Court of Appeals noted that the interlineation,
editing and substitution did not revoke the Will, and initially decided to
remand for retrial based on the refusal of the trial court to instruct the jury
on the meaning of the term ÒrevocationÓ since the jury might have believed that
the alteration, interlineation, and substitution constituted revocation.
ÒThe term ÔrevocationÕ
as used in connection with wills has a legal meaning. It is not a term of
common understanding that need not be defined.
ÒIn this case it is
especially harmful not to have given the definition because the jury might well
have thought that the two changes made in the will constituted a revocation in
law. That such is not true is held[18] in Leatherwood et al. v. Stephens et al.[19]Ó
On rehearing, the court of appeals
affirmed on the theory that the
definition of ÒrevocationÓ in the requested jury instruction was
misleading since the editing could not have revoked the Will, even if done by
the deceased.
ÒSince the requested explanatory instruction
included the statement that a will or a devise therein could be revoked by
ÔcancellationÕ, the jury might reasonably conclude that these changes in the
will were a revocation through cancellation. Yet we know such is not true under
the cases cited in the last paragraph of our original opinion.
ÒWe remain of the view that a proper explanatory
instruction on how a will can be revoked should be given on proper request.Ó [20]
An
alternative analysis was available to the court. After the execution of the
Will which was altered, there is evidence of a Will which left everything to Leon.
The jury could have believed that the subsequent Will revoked the altered
Will. Since the later Will was not
produced, and was last seen in the possession of the decedent, it may be
considered a missing Will which was presumed to have been revoked by
destruction, resulting in intestacy.[21] This achieves the ÒjustÓ result
of intestacy in a technically acceptable manner. If the Will which named Leon was actually the altered Will
and that Will was altered after it was shown to people by the decedent, intestacy
is not the legally correct result because the Will is not missing, but
intestacy is a "just" result since Leon gets the estate.