40 S.E.2d 511 | Ga. | 1946
Lead Opinion
1. "If a will shall be destroyed without the consent of the testator, or shall be lost or destroyed subsequent to the death of the testator, a copy of the same, clearly proved to be such by the subscribing witnesses and other evidence, may be admitted to probate and record in lieu of the original; but in every such case the presumption is of revocation by the testator, and that presumption must be rebutted by proof." Code, § 113-611. *578
2. A petition which seeks to establish a copy of a lost will under the provisions of the Code, § 113-611, and which in one count alleges in the alternative both of the alternative theories, that the will was destroyed without the consent of the testator during his lifetime, or that it was lost or destroyed subsequent to the death of the testator, and which fails to allege any facts showing the manner of the loss by which the actual intent of the pleader could be ascertained — while not subject to general demurrer, and since duplicity can be taken advantage of only by special demurrer, and since either one of these alternatives theories would set out a good cause of action — is, however, subject to special demurrer specifically pointing out that the pleading is duplications and that the allegations are stated in the alternative, and setting forth that the defendant is entitled to know, and asking that the plaintiff be required to state, on which of the two inconsistent theories the plaintiff relies.
3. The court having erroneously overruled the special demurrer to the petition, and thus having refused to make the petitioner elect as to which of two alternative and inconsistent theories his case was grounded upon, all subsequent proceedings became nugatory.
We think, however, that the special demurrer was good. InWood v. Achey,
Counsel for the defendant in error invoke the principle that "No litigant will be heard to complain of an order or judgment of the court which he procures or assists in procuring, unless it be made plainly to appear that the consent of the party seeking to complain was obtained by fraud or mistake." Don v. Don,
The defendant in error further insists that the petition is not defective because there is only one right asserted; that is, that the will of the testator sought to be established was a valid and existing will. The great ability of counsel for the defendant in error seems to us to be more markedly manifest in dealing with this contention, that is, that there is a unity in the one right asserted, and therefore that there can be no valid charge of duplicity or alternative pleading when one and only one contention is made and only one right asserted. We have sought to show, however, that — while it is true that under either theory the same cause of action is involved — the theory or basis of recovery under that cause is not only not the same, but the two theories for recovery as authorized by the Code involve separate and distinct legal principles, and are as a matter of fact inconsistent each with the other; and that, besides all this, neither theory of recovery is in fact presented under the alternative form of pleading. Counsel for the defendant in error insist in connection with this contention that the ruling in theWood case, supra — wherein it was held that "It is material whether the original was lost subsequently to the death or destroyed without the consent of the testator during his life," and that the petition must allege which — is not here controlling, in that the quoted language used in the Wood case itself clearly indicates that, where the petition is framed in the language of the statute, it is enough and can not be held defective. It is true that the quoted language employed in the petition as amended is in fact essentially in accord with that used in the statute. Numerous excerpts from cases derived from the Centennial Digest are cited by counsel, sustaining petitions where the language used was that employed by the statute. In none of those cases, however, does it appear that the question involved related to duplicitous or alternative pleading; and it would seem that the excerpts quoted from the Centennial Digest relate to cases where the question was whether or not the petition stated with sufficient fullness and clearness the facts relied upon by the pleader.
In connection with the contention of counsel that, because only *586
one right is asserted, there can be no duplicity or defect by reason of alternative pleading, they cite: Chamblee v. AtlantaBrewing c. Co.,
It might be contended, however, that the ruling in the Wood case, and in effect the rulings in the other cases cited to support this opinion in its holding that it is important, and therefore necessary, to allege whether the will was destroyed prior to the death of the decedent, without his consent, or was lost or destroyed subsequently *587 to his death, are all wrong and should not be followed, for the reason that it might be within the bounds of possibility to conceive of a case where it could be shown that the will was actually of force at the time of the testator's death, in that it had not been previously destroyed with his consent, and yet be impossible to determine whether it was destroyed without his consent prior to his death or lost or destroyed subsequently thereto. Under such a state of facts, it might be urged that the rights of the beneficiary under the will ought not to be precluded, but that he should be permitted to set forth such a situation in the alternative, and upon merely proving that one or the other of such alternative contingencies must have been true, he should be allowed to probate the copy. Even if such a situation might be conceived as possible, there is nothing which would prevent the plaintiff from bringing the action by positive contradictory averments in two counts. Such a common procedure would seem to protect his rights under almost any conceivable circumstances, and would obviate any necessity for setting up in one count inconsistent theories, and that only in the alternative. And besides, there would certainly seem to be nopresumption that a plaintiff is unacquainted with the facts of his case, which this court has said it was important to allege. If a plaintiff should be permitted to take himself from within the scope of a general rule, it would seem that the very least he should do is to set forth some ground, reason, or excuse for the exercise of an unusual and exceptional privilege.
Finally, the defendant in error invokes the rule that a special demurrer, being a critic, must itself be perfect and free from imperfection (National Bondholders Corp. v. Cheeseman,
We are, therefore, of the opinion, in view of the principles of law heretofore discussed, and especially in view of the specific ruling *588 in the Wood case, and in the Doyal, and Groover cases, supra that the court should have sustained the renewed special demurrer to the petition as amended.
The defendant, by his renewed special demurrer having been entitled to put the plaintiff to an election as to which of the two alternative theories he relies upon as a basis of recovery (Central of Georgia Ry. Co. v. Banks,
Judgment reversed. All the Justices concur, except
Concurrence Opinion
This is a proceeding under the Code, § 113-611, and it is there stated that, when an original will has been lost or destroyed without the consent of the testator a copy, when clearly proved to be such, may be admitted to probate. Obviously, therefore, such copy must be a true copy, an exact copy, and must contain every essential required of a valid will. Among the essentials of a valid will under the law is that it must be witnessed by three or more. § 113-301. If the original will did not meet this legal requirement, it was invalid, and a copy thereof would likewise be invalid and could not be ordered to probate. If the original will, on the other hand, met this essential requirement, it contained the signatures of at least three particular persons, and any copy thereof, in order to be such, must also contain the signatures of at least three particular persons. The alleged copy in the present case showed no signatures of witnesses, and the evidence showed only that, from among five named individuals, three of such persons were witnesses, but the proof failed to designate which three. Relying upon evidence that does not and can not identify any three persons as witnesses to the will, the court could not possibly insert the names of at least three persons as witnesses, and hence, could not under the law establish and probate the instrument offered as a copy of the original will. This fatal defect in the evidence rendered the verdict illegal for the reason that it was unauthorized by the evidence. Therefore the court erred in overruling the general grounds of the motion for new trial.
The majority opinion does not deal with the foregoing, but places its reversal upon the ground that the court erred in overruling the demurrer to the petition. I am unable to agree with the majority. *589
The provisions of the Code, § 113-611, make it very plain, indeed too plain for serious doubt, that the requisites to the successful maintenance of a proceeding thereunder are that a valid will was executed, and that it was never revoked, but has been lost or destroyed without the consent of the testator. It would attribute to the law a concern about a perfectly immaterial matter to say that the law is concerned about the time when the loss or destruction of the will occurred. The law plainly authorizes probate of the copy of the will, if without the consent of the testator the will has been lost or destroyed at any time after it came into existence. Whether this occurred before or after the death of the testator, makes no difference under the law, provided only that he did not consent thereto. The law is interested in executing the will and intention of the testator, and it provides for the probate of a copy as the legal means of preventing a defeat of such testamentary desire and purpose. This concern of the law is continued throughout the time subsequent to the execution of the will. The remedy is available without regard to the particular time over that period at which the will disappeared by loss or destruction. This ought to demonstrate that fixing the time of its disappearance is an immaterial part of the pleading, provided it is alleged that such disappearance was without the consent of the testator. The majority opinion gives to the time at which the will disappeared an importance never intended by the law, and in doing this it seems to me the majority overlooked the fundamental purpose of the law, and allows a defeat of that purpose by an immaterial and, hence, frivolous matter. The following hypothetical case demonstrates conclusively to my mind the fallacy and serious danger in the majority ruling. A executes in proper form a valid will, making B the sole legatee and executor, and leaving it in B's custody. One year thereafter, in conversation with B, A discusses the terms of the will and together they read it, and B puts it back where he had it. One month thereafter B, not having seen the will since their previous conversation, is told by A that it is A's desire and intention that his estate go to B under the will. During the conversation A is stricken and dies without regaining consciousness. One week after A's death, B makes diligent search of all his files and papers and is unable to locate the will. No witness can be found who has seen the will or has knowledge of its destruction. B testifies, upon the *590
proceeding to establish a copy, to the facts above related. No other evidence touching the existence of the will subsequently to its execution can be found or introduced. Would the proceeding fail because of the inability to allege and prove whether the will was destroyed without the consent of A, or was lost or destroyed after his death. Surely the law would not tolerate defeat of its purpose by a judgment against the probate of such copy. If the petition was brought in two counts, one alleging destruction without the consent of the testator, and the other alleging loss or destruction after his death, when the evidence closed the petitioner would be unable to elect upon which count he would stand, since his evidence would not prove either one, standing alone, although it would undeniably prove the fundamental fact about which the law is concerned, to wit, that a genuine will had been lost or destroyed without the testator's consent. I do not think that the suggestion of the majority opinion as an answer to the dilemma presented by the above hypothetical case has any merit. Their suggestion is that in such a case the petitioner in one count make all the allegations found in the present petition, and add the averment that for want of information the petitioner could not say whether the disappearance of the will occurred before or after the testator's death. It seems to me that any layman would undoubtedly understand that the allegations in the present case mean clearly that the petitioner is unable to allege whether the will was lost or destroyed before or after the testator's death. The opinion cited and relied upon by the majority, in Wood v. Achey,