136 Ga. 565 | Ga. | 1911
(After stating the foregoing facts.) The testatrix, after executing a will, cut from it with some sharp instrument two items and also certain words. When the will was propounded for probate, there were vacant places where these words had been, but the will presented was connected and expressed a complete testamentary scheme without the omitted words and items. By witnesses it was shown that a carbon copy of the will, except as to the signature and attestation, had been preserved. From this it appeared that the two items which had been cut out gave two legacies of $1,000 and $100 respectively, but did not affect the general testamentary purpose. The words which were cut from the will eliminated one of the nephews of the testatrix from an item where there was bequeathed to two of her nephews the sum of $5,000 each, and also eliminated him from the clause appointing
Kevocation may be implied or express. In the former case it results from certain changes in the testator’s circumstances, from which the law infers or presumes that he intended a change, either total or partial, in the disposition of his property. An express revocation arises from some act on the part of the testator, done-for the purpose of destroying the effect of the will in whole or in part; or from making some other will or codicil differing in whole or in part from the disposition previously made; or a partial revocation may be made by conveying the devised property, and thus withdrawing it from the operation of the will. The English statute of frauds (29 Charles 2) contained the following provision: “No devise in writing of any lands, tenements, or hereditaments, nor any clause thereof, shall be revocable otherwise than by some other will or codicil in writing, or other writing declaring the same, or by burning, cancelling, tearing, or obliterating the same by the testator himself, or in his presence and by his directions and consent.” This recognized the power to revoke a will wholly or partially, it having been held that the words “any clause” were not restricted to an entire item or complete dispository clause. . The burning, cancellation, tearing,.or obliteration was not obliged to be attested. Under this provision, by the erasure; cancellation, or obliteration of the name of an executor or of a devisee, the will was not entirely revoked, but only partly so, and the remainder of it stood un
By statute 1 Yict. c. 26, it was enacted that “No will or codicil, or any part thereof, shall be revoked otherwise than as aforesaid [that is by marriage], or by another will or codicil executed in manner hereinbefore required, or by some writing declaring an intention to revoke the same, and executed in the manner in which a will is hereinbefore required to be executed, or by the burning, tearing, or otherwise destroying the same by the testator, or by some person in his presence and Ly his direction, with the intention of revoking the same.” The next section contained the statement that “no'obliteration, interlineation, or other alteration, made in any will after the execution thereof, shall be valid or have any effect, except so far as the words or effect of the will before such alteration shall not be apparent, unless such alteration shall be executed in like manner as hereinbefore is requird for the execution of the will,” etc. Under this statute, where a testatrix duly executed her will, and sometime afterward cut out, with a pair of scissors, the name of the person appointed executor, and stated that she had “cut G. P. out of her will,” it was held that the will was only partially revoked, and that it was entitled to probate in the state in which' it was found at the death of the testatrix. In the Goods of Leach, 63 L. T. R. (N. S.) 111; Goods of Taylor, Id. 230.
In the United States, where the English common law and the statute of frauds have been adopted, unless altered by statute, the rule as to the total or partial revocation of a will remains in force. In some of the States statutes have been adopted restricting the partial revocation of a will by means of interlineation, obliteration, tearing, or alteration. In some instances partial revocation in this manner is expressly prohibited; in others the statute makes provision for the revocation of a will'in its entirety by such means, omitting any reference to revocation of a clause or part of it. Where such statutes have been enacted, it has been held by several courts that a partial revocation by canceling, erasing, obliterating, or tearing the name of a devisee or other words will not operate as a good partial revocation. It has also been held in several cases,
In Minnesota the statute provided that “No will, nor any part thereof, shall be revoked, unless by burning, tearing, canceling, or obliterating same, with the intention of revoking it, by the testator, or by some person in his presence and by his direction; or by some will, codicil, or other writing, signed, attested, and subscribed in the manner provided for the execution of a will.” A testator made certain erasures ami. interlineations in a duly executed will. They were so made that there was no difficulty in reading the will as it was originally written. After he made the alterations, at his request two persons signed the will as witnesses to “the erasures and interlineations made by the testator.” What such erasures and interlineations, were the witnesses did not know. It was held that the alterations did not supersede the provisions of the will; that the witnessing of such alterations did not amount, to an attestation of the will as altered; and that the alterations did not operate as a revocation of the original will. Penniman’s Will, 20 Minn. 245 (18 Am. R. 368).
In Illinois the statute provided that “No will, testament, or codicil shall be revoked, otherwise than by burning, canceling, tearing, or obliterating same by the testator himself, or in liis presence, by his direction and consent, or by some other will, testament, or codicil in writing, declaring the same, signed by the testator of testatrix, in the presence of two or more witnesses, and by them attested in his or her presence.” A testator, after the publication of his will, sent for the executor and custodian of it, and informed him that he (the testator) wished to alter his will so that A. should have a tract of land devised therein to B. The executor, at the instance of the testator, canceled the name of B. by drawing a line through it with a pen, leaving the name still legible, and interlined over it the name of A., so that the devise read to A.; but the will, as altered, was never republished or attested by two witnesses in the presence of the testator. It was held that the alteration in favor of A. was inoperative, for want of attestation; and that, when the testator directed the erasure of the name of a devisee and the interlineation of the name of another person, with intent not to revoke the devise itself, but simply to substitute
In Ohio the statute read as follows: “A will shall be revoked by the testator tearing, canceling, obliterating, or destroying the same — with the intention of.revoking it — by the testator himself, or by some person in his presence, or by his direction,” etc. It was held, that, under this section, a clause of a will could not be revoked by the -testator by drawing ink lines through the words thereof, with an intent to revoke such clause, but with no intent to revoke the whole will. It was said, that, “in such case, when the words of such clause remain legible, the whole will should be admitted to probate, including such erased clause as a valid part of such will.” Griffin v. Brooks, 48 Ohio St. 211.
In New York the statute enacted-that “No will in writing, . . nor any part thereof, shall be revoked or altered, otherwise than by some other will in writing, or some other writing of the testator declaring such revocation or alteration, and executed with the same formalities with which the will itself was required, by law,, to be executed; or unless such will be burnt, torn, canceled, obliterated or destroyed with the intent and for the purpose of revoking the same,” etc. The testatrix, after executing her will, obliterated the second and fourth clauses- thereof, with the intention to revoke them. The words were still apparent and legible. The surrogate directed the whole will, including these clauses, to be admitted to probate. 'The Court 'of Appeals sustained this ruling. Their decision was' largely based on the fact that an earlier statute, similar to the English statute of frauds, had been repealed, and another enacted in its stead; that the later statute, in the first clause quoted, dealt with revocation by testamentary writing, and referred expressly to a revocation of the will, or “any part thereof;” that the second clause dealt with a revocation of “such will” by burning, tearing, canceling, obliterating, or destroying, “with the intent and for the purpose of revoking the same;” and that this difference in language indicated a legislative intent to allow a-
In Alabama the statute provided, that, except in cases of marriage and birth of issue, “a will in writing can only be revoked by-burning, tearing,, canceling, or obliterating the same, with the intention of revoking it,” etc. After the execution of a will, the testator erased the name of one of the legatees by drawing a pen through it. Evidence was offered to show that at the time ,of erasing the name and afterward the testator made declarations to the effect that he intended to revoke the will because he was not satisfied with it. The court of probate excluded these declarations, and charged that if the name of a legatee was erased with the intention to revoke the will only as to him, and not as to other legatees named, this was not a revocation of the will as to them. The Supreme Court held, that the declarations of the testator were admissible ; that whether he intended to revoke the whole will or only the part of it making a certain person the legatee was a question for the jury; that if the erasure was made with the intention to revoke the whole will, and, when explained by the declarations of the testator, was so material as to justify the inference of an intention to revoke the entire instrument, it would be effectual for tha't purpose; and that, if the intention was only to revoke the will pro tanto so as to expunge the name of a legatee, the erasure was inoperative for such purpose. Law v. Law, 83 Ala. 432.
In Maryland the statute declared that “No devise in writing of lands, tenements, or hereditaments, or any clause thereof, shall be revocable,” except in the manner designated. A testator left ten children. By his will he directed that his estate should be divided into ten equal parts or shares, and he gave to all his children life-estates in.their respective shares, with remainders over to their children, except two named sons, to whom he gave their respective shares absolutely. They were also made executors of the will, and trustees of the other estates.’ After the execution of the will, the* testator erased the names 'of these two sons, wherever they occurred, by drawing a line through them with his pen, but leaving the names legible. The erasures operated to confer estates in fee simple on all the sons. It was-held, that the attempted obliterations were inoperative, and that the will should bo read as it
In Connecticut the statute provided that “No will 'or codicil shall be revoked in any other manner except by burning, canceling, tearing, or obliterating it by testator or by some person in his' presence by his direction, or by a later will or codicil.” Another statute provided how wills should be executed. A testator executed a will containing two items. By the first, after providing for the payment of his debts, he gave to two named nieces each ten shares of railroad stock. By the second item he left all the residue of his property to his two brothers, share and share alike. When the will was presented for probate, lines appeared drawn through all of the first item except the words referring to the payment of the testator’s debts, thus striking 'out the gift of shares of railroad stock to his nieces, and leaving all of his estate to fall into the residuary clause. The words over which these lines were drawn were in no other manner canceled or obliterated, but remained legible. The probate court held that the will should be probated without the stricken words and clauses. The superior court, on appeal, reversed this judgment. The Supreme Court sustained the latter ruling. In doing so they said that “The sole inquiry was, did this fact operate as a revocation, not, indeed, of the entire will, but of that portion of it?” They held that an erasure of a specific legacy from a will, with the effect of increasing the residuary bequest, was not a sufficient revocation of such legacy, under the statutes above cited; that it was in effect the making of a new testamentary disposition; and that the will should be probated with the stricken words included as part of it. Appeal of Miles, 68 Conn. 237 (36 L. R. A. 176, 36 Atl. 39).
In Schouler on Wills (3d ed.), § 397, it is said: “This doctrine of partial revocation, even under the restrictions adopted by later. English legislation, is not greatly fav.ored in American codes at the present day. Many of our local enactments, it is true, once pursued the language of 29 Car. II, so as to admit of revocation pro tanto; but of late years that language has undergone a change of expression in leading States. Various codes now drop all reference to revocation in part; and the general policy intimates that such changes'of disposition require an instrument executed with all the formalities of a will.” In 30 Am. & Eng. Enc. Law (2d ed.), 642,
In Massachusetts an early statute permitted a revocation in this manner of a devise of land, “or any clause thereof.” A later revised statute provided that “No will shall be revoked,” except in certain specified ways. It contained no reference to a partial revocation. The Supreme Court of that State, nevertheless, held that an erasure by a testator of a certain clause in his will, with the intention of revoking it only, was a valid revocation of such clause, but not of the whole will; and that the property thereby covered, in the absence of a contrary intention, passed under the general residuary clause in the will. This is not in accord with cases already mentioned, and has been considerably criticised.
In the decisions from Maryland and Connecticut above cited, it was argued that where the cancellation or obliteration of a part of a will would not only revoke a legacy but also operate, like an alteration, to convey to another legatee a new estate or increase that given him by the will, it amounted in effect to an alteration or new gift, and such a change would have to be executed like a new testamentary disposition. In' the Maryland case this was applied to an obliteration which it was held would increase a life-estate into a fee simple. In the Connecticut case, the erasure of a specific legacy had the effect of increasing the residuary bequest. The court gave this illustration of what might be done in the way of transmutation by means of mere erasure: “ Suppose the original words were: ‘To my son William I give nothing, and give all my estate to my son John.’ The will, with no addition, could be made to read: ‘To my son William I give all my estate.’ ” This could be done by merely erasing the words “nothing, and give” and the words “to my son John.” The argument advanced in these two cases against permitting.erasures or obliterations in a will, which would result in taking an estate from one devisee and giving it to another, is very strong. But candor compels the writer to say that it may be doubtful whether the learned judge who wrote the opinion in the Maryland case did not misconstrue the language of Lord Alvanley in Larkins v. Larkins, 3 Bos. & Pul. 21, supra (which he
In Page on Wills, 284, it is said: “Decent statutes expressly provide that no alteration in the contents of a will shall have any effect unless executed with the formalities required for the execution of a will, or omit all reference to revocation of a part of a will; . . but if the words canceled are illegible, and can not be proved otherwise, the court will necessarily be unable to probate them; and as it does not appear to be the intention of the testator to revoke the entire .will, it -must be probated with the canceled parts blank. The only point upon which there seems to be actual conflict of authority in this connection is where the statute omits all- reference, to revocation of a part of a will, neither expressly permitting nor expressly prohibiting it. The weight of authority seems to be that under such statutes a partial revocation of a will is impossible in law, if the words sought to be revoked are still legible.” See also notes to Lawson v. Morrison, 2 Hare & Wall. Am. Lead. Cas. (5th ed.) 487 et seq.; and note to Graham v. Burch, 28 Am. St. R. 344 (47 Minn. 171, 49 N W. 697).
Let us now consider more particularly the law of this State on the subject of revocation of wills. The English statute of frauds was included in the digests of the laws preceding the original code, and this continued as late as the publication' of Cobb’s Digest in 1851, where it will be found on page 1127 et seq. By the act of 1852, the law as to the revocation of wills devising realty was also made applicable to those bequeathing personalty. (Acts 1851-52, p. 104.) When the first code (which took effect on January 1, 1863) was adopted, the article on the subject of revocation of wills contained nine sections. By section 2438 it was declared that a will, having no effect until the death of the testator, is necessarily revocable by him at any time before his death. , Section 2439 declared that “A revocation may be either express or resulting. An express revocation is where the maker by writing or acts annuls the instrument. An implied revocation results from the execution of a subsequent inconsistent will.” It then dealt with the .time when such revocation took effect. Section 2440 declared that an express revocation, by written instrument, must be executed with the same
It will be seen that no express reference was made to revocation pro tanto, except in the provision that an “implied revocation [by a subsequent will] extends only so far as the inconsistency exists,” and that any portion of the first will, which can stand consistently with the testamentary scheme and bequests in the last, shall remain unrevoked. On the subject of revocation pro tanto by destruction or obliteration the code is silent. It has been more than once said that the code “subsequently” adopted the English statute of frauds. But it is evident that there are some changes which must have been intentionally made. In the first place the reference to revocation of a clause or devise by destruction or obliteration, contained in the English statute, was left out. In the English statute, prior to the Victorian statute of wills, the acts of revocation, other than by writing, were mentioned as “by burning, cancelling, tearing, or obliterating.” The language of the code is “by any destruction or obliteration of the original will.” These words may be sufficiently broad, in connection with their context, to cover the other terms employed in the English statute, but they
, The question of increasing or diminishing an estate by means of an erasure or obliteration seems not to have been discussed in the earlier English cases. In the Larkins case, supra, which was decided in 1802, Booke, J., said: “It is rather extraordinary that this point should now come to be decided for the first time.” When the codifiers dealt with the subject of revocation of wills, not only having before them the English statute of frauds, but doubtless investigating- also the decisions which had been made on the subject, they formulated the sections cited, which were generally similar to the English statute of frauds, but did not follow its exact terms. While they were codifiers and not legislators, four times the code, containing these same provisions, has been adopted. We think that the section touching the revocation of a will by obliteration, canceling, or the like should be construed in harmony with the construction of similar statutes by other courts in reference to the subject now under consideration. And, under a proper construction thereof as embodied in section 3919 of the Code of 1910, the statement that “an express revocation may be effected by any destruction or obliteration of the original will, or a duplicate, done by the testator, or by his direction, with an intention to revoke,” dealt with an express revocation of the entire will, and not of a clause or part thereof, by destruction or obliteration. The obliteration or canceling by the testator of a material portion of the will raises a presumption of an intention to revoke the whole. ' ,
In Burge v. Hamilton, 72 Ga. 568, a will, as offered for probate, was written on ten pages. Pages 1, 2, 3, 4, 5, 7, and 9 were clearly numbered, and without alteration in the numbering. On page six the numbering appeared to have been changed from 5 to 6. On page 8 the numbering appeared to have been altered from 7 to 8. On the last page the numbering at the top of the page had been altered from 11 to 10. At the bottom of this page was the number 11. The entire will was in the handwriting of the testator, and his signature was on each of the pages. Each page contained a separate paragraph, of the will. A codicil was executed, in which it was stated that the will was approved except as altered by the codicil. The latter was written on pages numbered 12, 13, and 14, and was attached to the paper offered for probate. Parol evidence was offered to show that the will was in the same condition when the codicil was executed and attached to it as when it was offered for probate, and that the will was executed as it was offered. The caveators attacked it, among other reasons, because it showed on its face that a part of it was missing. The main question discussed was the admissibility of the evidence. But in the course of his opinion, after citing numerous authorities, Chief Justice Jackson
"We thus reach the question, where it can be shown with certainty what were the words thus eliminated, and the statute does not recognize such eliminations as a revocation pro tanto, shall the will be probated without such words, or with them reproduced, so that the will shall stand as it was before the mutilation? Under the statute of Victoria, if the words or clauses were entirely absent, the will would be probated without them. The cases already cited show that in the United States, where statutes do not recognize or authorize revocation pro tanto, an effort to cancel, erase, or obliterate certain words or clauses would simply be disregarded, and the will would be probated as if no such effort had been made, if the obliterated words could be ascertained. In each of the cases which has come to our attention, this could be ascertained from the face of the.paper. Magnifying glasses and the aid of. expert examiners have sometimes been used to aid in deciphering obliterated words. Unless the statute so provides, there seems to be no sound distinction in principle between restoring words thus partly obliterated. and the words completely obliterated or cut out, if it can be proved what they were. The present English statute makes a distinction. The Georgia statute does not. Of course, this may result in admitting parol evidence of certain words obliterated or removed from the will. But .that is not extraordinary. It has been held that if a testator, by accident or mistake,
When the case was appealed from the court of ordinary to the superior court, it was tried de novo. The superior court had like power in the matter as the court of ordinary originally had. Pleadings which could be had in the court of ordinary could be had in the superior court. The point does not appear to have been decided in Georgia. But in Roulette v. Mulherin, 100 Ga., 591 (28 S. E. 291), two distinct papers were offered as the will of the same testator, and the cases thus arising were appealed to the superior court, and there consolidated. It was held that it was not error for the judge to consolidate them, “and in this manner have all'
Judgment reversed in each case.