57 So. 743 | Ala. | 1911
Lead Opinion
While impressed with the logic and reasoning of the argument of appellants.’ counsel, to the effect that the formalities as to the execution of wills as contained in section 6172 of the Code of 1907 apply only to wills which devise real or personal property, and are not essential as to wills appointing an executor or guardian; that a will devising property, though not executed according to the statute, may be invalid as a devise or bequest of property, and yet may be a valid will for other purposes, under the common law, and entitled to probate and proof, and is operative to the extent to which it may be valid as a testamentary document, we do not think the question, however, now
A will has been defined to be “an instrument by which a person makes a disposition of his property, to take effect after his decease, and which is in its own nature ambulatory and revocable during his life.” — 1 Jar. on Wills, § 1. This definition has been approved and adopted in the cases of Rice v. Rice, 68 Ala. 216, and Daniel v. Hill, 52 Ala. 436.
In other words, there must be some disposition of property of the testator in order for the paper to amount to a will, and it must be executed as required by the statute. Therefore section 6172, in requiring that wi 11s to be effective to pass real or personal property, except nuncupative ones, must be in writing, signed by the testator or some person in his presence, and by his direction, and attested by at least two witnesses, who must subscribe their names thereto in the presence of the testator, covers all wills, as there is no such thing as a will under our laws which does not dispose of property. As Avas said by this court through Tyson, J., in the case of Woodruff v. Hundley, 127 Ala. 640, 29 South. 98, 85 Am. St. Rep. 145: “One of the essential requirements to the validity of the instrument as a will is that- it must be attested by at least tAvo wit-. nesses Avho must subscribe their name thereto in the presence of the testator. — Code 1896, § 4263. Unless this requisite of the statute was complied with, the instrument Avas ineffectual to pass real or personal property. It was not a Avill at all within the purvieAV of the statute, and cannot be admitted to probate. Proof of this essential requisite is just as necessary in order
True, our statute authorizes testamentary executors and guardians, but that means that they should be named by a will, such a will as is defined by our court and which has been executed in compliance with the statute, and authorizes the issue of letters only after the will has been admitted to probate. — Section 2507 of the Code of 1907. There are cases to the effect that there can be a will appointing an executor, but making no general disposition of the property, and that it can be proved as such. — Mulholland v. Gillan, 25 R. I. 87, 54 Atl. 928, 1 Ann. Cas. 366, and cases there cited. Whether such a rule can prevail in our state we need not determine, but it could be doubtless upheld as a will for the reason that it is a special disposition of the property to the executor for administration purposes. It gives him the legal title to the personalty and the right to control or sue for the realty and to be operative and valid should be executed and proven as required by our statute. The paper in question was attested by but one witness, and was not therefore a will, and should not have been admitted to probate.
So the remaining question is, Was the decree of the probate court so admitting same conclusive as against a collateral attack? While the decree of the probate court declares the instrument in question to be proven and admitted it to probate, it shows upon its face that it was not a will under the laws of this state. The decree affirmatively shows upon its face, and in fact recites, that it was attested by but one witness W. A. Shomo, “the only witness.” If this was true, and we must consider all of the recitals of the decree, then the instrument offered was a nullity as a will. It did not purport to be a will, and gave the probate court no juris
The Supreme Court of Georgia in the case of Gay v. Sanders, 101 Ga. 601, 28 S. E. 1019, in passing upon the validity of a decree admitting a will to probate, speaking through Simmons, C. J., said: “The paper upon which the defendant relied, as giving authority for his becoming executor, purported to be a last will and testament, but was attested by only one witness. As a will it was void. ‘All wills (except nuncupative wills) disposing of realty or personalty * * * shall be attested and subscribed in the presence of the testator by three or more competent witnesses.’ — -Civil Code, § 3272. And in the case of Thornton v. Chisholm, 20 Ga. 338, this court held that au instrument attested by two witnesses only was void as a will. • A judgment of the court of ordinary ordering the probate of such a paper attested by one witness only gives that paper no effect as a will in any proceeding in which its validity may be called in question. The court of ordinary is Without jurisdiction to render such judgment, which is therefore void. ‘The will * * * had been proven and admitted to record; and yet it had no attesting witnesses, as appears from the probate itself. * * * It is conceded that it had no subscribing witnesses. The will was therefore utterly void, and of no effect. It was competent, therefore, to move, at any time, to set aside the judgment of the ordinary admitting this paper to
The Alabama cases cited and relied upon by appellee’s counsel, while quoting or expressing the general rule without exception or qualification, do not conflict in conclusion with the present holding. Many of them deal with foreign wills, and the probate thereof in the testator’s home state entitled them to probate as wills, and they become valid bequests of personalty and which said probate was conclusive, unless, perhaps, it appeared upon the face of the decree that they were void under the laws of the sister state, in which event we would not he bound by said decree. — Reynolds v. Stockton, 140 U. S. 254, 11 Sup. Ct. 773, 35 L. Ed. 464. As to real estate, however, they could not be binding on our courts, as a devise of same, unless executed in conformity with the statutes of this state.
The law of the domicile prevails as to bequests of personal property, but “the lex rei sitae prevails in regard to the devise, descent, or heirship of real estate, because it does not comport with the dignity, the independence, or the security of any independent state or nation that these incidents should be affected in any manner by the legislation or the decisions of the courts of any other nation or state besides itself.”- — Bedfield on Wills, § 398; Brock v. Frank, 51 Ala. 85. A discussion in de
The case of Vanderpoel v. Van Valkenburgh, 6. N. Y. 190, is not in conflict with this opinion. It was not dealing with a decree void on its face. This will involved personalty only and was decided upon a statute not set out. The two Virginia cases, Vaughan v. Doe, 28 Va. 287, and Parker v. Brotan, 47 Va. 554, did not deal with decrees void on their face. In each case the wills were valid as bequests of personalty, and as such were entitled to probate, but they were not sufficiently attested to operate as a devise of realty. The court, however, held them conclusive for all purposes upon collateral attack after the expiration of seven years. We are not much impressed with this holding, unless it can be justified, and as the opinion seems to indicate that it was, by a Virginia statute, much broader than our own, which not only limited the right to contest to seven years, but further providing that, if not contested within that time, “the probate shall be forever binding.” The case of Dublin v. Chadbourn, 16 Mass. 433, is not in
Mr. Van Fleet in his work on Collateral Attack, p. 224, states that: “Although a Avill which lacks the statutory number of Avitnesses, Avhen presented for probate, affirmatively shows that it is a void piece of paper, yet the cases all agree that its probate is simply erroneous and not void.” He cites in support of the assertion the cases above discussed, and none of them hold that the probate of a paper absolutely void as a Avill is conclusive that it is a valid will. It is true the Virginia cases held that, though the avíIIs considered were not executed so as to devise real estate, they became operative as such after seven years from the probate thereof, if not contested within that period; but it does not appear that the paper probated was a void document as a will. It may have been good, under the laAV then existing, as a will of personal property, nor does it appear anywhere in the report of the cases that it was even contended that the documents were void as wills. The only point made against them Avas that they were not so executed a.s to operate as valid devises of real estate.
In the case at bar the probate court did not attempt to declare the instrument a. valid devise or bequest of property, but found that it Avas not executed as such under the statute, and evidently proceeded upon the erroneous theory that the instrument Avas a will and entitled to probate, notwithstanding it was not valid as a devise or bequest of property. This theory, however, while sustained in some jurisdictions, is not in harmony with our complete statutory system as to the execution and probate of wills, as demonstrated in the first part of this opinion; but, if such could be the case, in this
As the appellee bases her sole claim to or interest in the land sought to be partitioned, under the will in question, she shows that she has nothing to be partitioned, and her bill is, therefore, wanting in equity. The law and equity court erred in overruling the demurrer to the bill and one will be here rendered sustaining the general demurrer for want of equity.
The decree of the law and equity court is reversed. One is here rendered sustaining the demurrer, and the cause is remanded.
Dissenting Opinion
(dissenting.) — The jurisdiction of the probate courts of this state of proceedings to probate wills being in rem and original, general, and final, and hence immune from collateral assailment (save for fraud), it seems clear to me upon all well-considered authority that the decree of probate of the paper propounded as the last will and testament of J. W. Shomo, deceased, cannot now in this collateral way be brought into question and thereupon pronounced void, though, of course, upon direct attack the conclusion must have been fatal to this decree of probate.
The following decisions and texts, among others, demonstrate, as I view it, the soundness of the opinion just stated; Brock v. Frank, 51 Ala. 85, 89; Matthews v. McDade, 72 Ala. 386; Leatherwood v. Sullivan, 81 Ala. 458,
In my opinion the sole effect of the recital that one witness only attested the instrument, whereas the statute requires two, was and is to show that the probate court egregiously erred in allowing the probate of the thus imperfectly executed testamentary instrument. That fact did not, could not, defeat the jurisdiction of the court — the only condition wherefrom the utter invalidity of its decree could result. The idea that a decree in a proceeding in rem pronounced by a. court competently jurisdiction ed to so pronounce is absolutely void because it plainly disobeys the law is, it seems to me, a startling proposition, the consequences of which will be, if applied, profound, wide-spread, and recurrently surprising. Bes adjudicata, as referred to collateral assailment, becomes a shadow merely, instead of a wholsesome and imperatively necessary doctrine, if such an idea finally and fully prevails. — Brock v. Frank, supra; other authorities, supra. The idea Avas soundly refuted in Shultz v. Sanders, 38 N. J. Eq. 156, Avliere it Avas said: “A court of general jurisdiction may misconstrue, misapply, or plainly disobey the laAv in pronouncing judgment, yet, so long as its judgment remains unreversed, it unalterably binds the parties, and pronounces the Iuav Avhich defines and determines their rights in the particular case. * * * The decision
It is not rationally possible to avert the consequence, in conclusion, of an applicable general principle by the mere fact that in the case or cases it was theretofore announced the particular circumstances thereof do not accord with the case under judgment. The doctrine of res adjudicata may be incorrectly applied in a concrete case, thereby leading to an incorrect result; but this ■cannot reflect upon the doctrine. So it may be said with every assurance of soundness that, whether the ■question of probate of a paper as a will by a court of ■competent jurisdiction arises over the validity (against collateral attack) of a decree of a nondomestic court of probating power, or over that of a decree of such a court in this state, the applicable doctrine of res adjudicata is fundamentally “the same. Jurisdiction of the subject-matter to so pronounce is and must be the controlling-factor. So the. doctrine, as respects testamentary papers, inspired this expression in Brock v. Franks . “In the absence of statutory provisions in regulation of the subject, the sentence of probate in the proper tribunal of the domicile of the testator is conclusive everywhere, as to the capacity of the testator, the clue execution, and validity of the loill.”- (Itaics supplied.) In the language of the Lord Chancellor: “No other court could go back upon the factum, and raise any question upon the validity of the will.” The assumption that public
Leatherwood v. Sullivan, 81 Ala. 458, 462, 1 South. 718, is, in my opinion, decisive of the question now under consideration. The suggestion that the pertinent language of the pronouncement was dicta in that case is refuted by reference to the issues in the litigation. D. F. Sullivan, resident of Florida, died leaving a testamentary instrument. He owned lands in Escambia county, Ala. The testamentary instrument was attested “by only one witness,” a certified copy thereof being introduced in evidence, as was also, a certificate of the judge of probate in Escambia county, Fla., stating that the instrument had been “regularly proved and established.” M. S. and Emily S. Sullivan were named as executors in the instrument and letters testamentary were issued by the Florida court to them. The probate court of Escambia county, Ala., upon certificate of the
This pronouncement in the Leatherwood-Sullivan appeal has long since become a rule of property in this state; and considerations of the highest moment forbid in this late day a departure from its ruling, whatever may have been held elsewhere. To avoid its effect as a wholesome precedent in this regard on an untenable assumption that its pertinent announcement is dicta is, as I view it, unfortunate.
I therefore dissent.