72 Colo. 444 | Colo. | 1922
Lead Opinion
delivered the opinion of the court.
On the hearing of the contest before a jury the county court directed the jury to return a verdict, which it did, that the will proposed was the last will of testatrix, on which verdict the county court by its judgment admitted it to probate.
Seasonably, and as provided by our statute/ contestant perfected his appeal from this judgment to the district court of El Paso County. The hearing there was de novo, as our statute provides, upon the same issues tendered in the county court, and at the close of the proponents’ evidence, which affirmatively showed that testatrix did not sign, in the presence of attesting witnesses, the will which expressly revoked former wills, the district court, without receiving evidence as to the other objections, ordered the jury to return a verdict in contestant’s favor, and upon such returned verdict judgment was rendered declaring the will invalid and denying probate. It is to the district
The will was signed by testatrix out of the presence of the three witnesses who attested it. She presented this instrument to these three witnesses, declaring it to be her last will, having previously signed it, and asked them to attest it, which they did in her presence and in the presence of each other. Containing, as it did, an express declaration of revocation of “all prior wills made by me”, the district court was of the opinion that, as to its execution, the governing statute, section 7072 R. S. 1908, made it invalid, as the result of defective execution as just stated. If this statute is applicable, the will is invalid, for thereby signing by a testator in the presence of two or more witnesses is imperative where the proposed later will expressly revokes a former will. This statute reads:
“7072. Revocation of Wills. Sec. 33. No will shall be revoked otherwise than by the subsequent marriage of the testator, or by burning, tearing or obliterating the said will, by the testator himself or in his presence, by his direction and consent, or by some other will or codicil in writing, declaring the same, signed by the testator in the presence of two or more witnesses, and by them attested in his presence, and no words spoken shall revoke or annul any will in writing, executed as aforesaid in due form of law.”
The only question upon this review is one of law whose resolution depends upon the construction and applicability of the foregoing section, in connection, possibly, with the preceding section 7071 which does not require the signing by a testator in the presence of the witnesses of a will, which contains no revoking clause, and by which only property is devised or bequeathed. Freeman v. Hart, 61 Colo. 455, 466, 158 Pac. 305.
In his opening brief counsel for plaintiff in error thus
“Does Section 7072, prescribing certain formalities for the execution of a revoking will or codicil, apply to a last will and testament which has for its general scheme and primary purpose the testamentary disposition of the testator’s property; or, is that section limited in its application to such wills and codicils as have for their sole purpose the complete revocation of some former will?”
The question might be concretely, as well as more accurately, stated thus: “Did the failure of the testatrix to sign the will in the presence of two or more witnesses make it invalid, even though she orally declared to them that it was her last will and testament before they attested it in her presence?”
Before the English Statute of Wills, the right of testamentary disposition did not extend to real, but Only to personal, estate and, as to the latter, to a limited extent only. 1 Redfield on Wills, (4th ed.), p. 3. The will of personal property might be oral or written, and revocation could be either by the spoken word or by some writing. By the Statute of Wills real property was made the subject of a devise, but ’only by a written will. As the statute was silent as to the method of revocation, the courts held that written wills devising real property might be revoked by an oral declaration. Such ruling, unquestionably sound, the language of the statute considered, resulted, as is well known, in many fraudulent transactions and was the source of numerous perjuries. Appeals to the English Parliament to suppress and cure these evils resulted in the Statute of Frauds and Perjuries passed in 1677, which, with more or less modifications, has been carried into the laws of most of the states of our Union. Section 6 of that statute provides the formalities required for the revocation of wills. By its terms, as originally passed, no devise in writing of lands, nor any clause thereof, was revocable otherwise than by some other will or codicil in writing, “or other writing” declaring the same, or by burning, cancelling, tearing or obliterating;
In borrowing this section most of our states have retained the words “or other writing” so that, in such states, a will may still be revoked not only by “some other will or codicil in writing”, but also by some “other writing” not a will or codicil. The only states of the Union, so far as we are advised, though there may be others, which have, in adopting the substance of section 6, omitted the words “or other writing”, are Connecticut, Illinois and Colorado, whose legislatures have passed statutes restricting the method of revision, when a written instrument is employed, to wills or codicils. That is, by this method, only by will or codicil, and not by “some other writing” not a will, may a former will be revoked under the provisions of our statute. Our statute is an exact copy of that of Illinois and was passed by our General Assembly after the Supreme Court of that state had construed it. Charles v. Eshleman, 5 Colo. 107. We said in this case that the construction of the Illinois courts should be adopted. See also: In Re Estate of Carey, 56 Colo. 77, 136 Pac. 1175, 51 L. R. A. (N. S.) 927, Ann. Cas. 1915B, 951. The English courts, with practical unanimity, have held that “signed in the presence of three or four witnesses”, found in the original statute, referred to “other writing”. Ellis v. Smith, 1 Ves. Jun. p. 11. In our section 7072, supra, “other writing”
Applying this doctrine, which we believe to be sound, we think that the case before us clearly comes within the purview of section 7072. The Supreme Court of Connecticut, under a similar statute, so decided in Peck’s Appeal, 50 Conn. 562, 564, 47 Am. Rep. 685. The Supreme Court of Illinois, under a statute exactly like ours, in the following, among other cases, directly, or indirectly, reaches the same conclusion: Stetson v. Stetson, 200 Ill. 601, 609, 616, 66 N. E. 262, 61 L. R. A. 258; Moore v. Rowlett, 269 Ill. 88, 90, 109 N. E. 682, L. R. A. 1916C, 89, Ann. Cas. 1916E, 718; Limbach v. Limbach, 290 Ill. 94, 124 N. E. 859; Meckel v. Johnson, 231 Ill. 540, 83 N. E. 209; Wardner v. Bap. Mem. Bd., 232 Ill. 606, 83 N. E. 1077, 122 Am. St. Rep. 138; Terhune v. Commer. Nat. Sav. Dep. Co., 245 Ill. 622, 92 N. E. 532; Abdill v. Abdill, 295 Ill. 40, 128 N. E. 741.
It would unduly prolong this opinion to discuss or analyze the opinions in these cases. It is sufficient for our present purpose to say that they clearly distinguish between the scope and effect of a revocation in jurisdictions
This opinion would stop here were it not that proponent, with plausibility and evident sincerity, argues that the question before us has been otherwise decided.by this court in Freeman v. Hart, supra, We think not. In the Freeman Case Brownell’s will, as presented for probate to the county court of Weld county, consisted of one original will and four codicils firmly attached thereto. After the district court, on appeal, admitted to probate the will and' one or more codicils, as one entire will, the objectors brought up its judgment for review to this court. They assigned as the principal error, which we there said was the important question for consideration, that the district court erred in admitting the third codicil to probate, being, as it was claimed, a revoking clause of the entire will, or part thereof, to which it was attached, and, therefore, not having been signed in the presence of the attesting wit
“The language of section 7072, supra, plainly indicates that only such testamentary instruments as have for their sole purpose the complete destruction or obliteration of a will fall within its provisions. That such is the purpose and intent of the statute is manifest from the significant expressions used therein. It provides for the revocation of a will by burning, tearing or obliterating. These terms must mean and refer to the utter annihilation and destruction of a will. Then the statute follows with the further provision that a will may be revoked, that is set aside and annulled in toto, by some other will or codicil in writing declaring the same, that is declaring the total revocation and destruction thereof. Only instruments having such effect and purpose, and such effect and purpose alone, fall within the purview of section 7072, supra. Clearly the third codicil is not such an instrument. It was therefore entitled to probate and record, under the proofs, as having been executed in conformity with section 7071, R. S. 1908.” * * *
“There is no indication that the testator had the single desire and purpose to annihilate and wipe out his original will. There is no provision or declaration whatever in the third codicil which shows that there was then present in the testator’s mind any such intent. A testamentary instrument whose sole effect is the entire destruction, made with the manifest intent and purpose to so destroy, is the only one to which our revocation statute properly applies.”
The only question actually decided in the Freeman case, so far as concerns the method of execution of a will, was that a testamentary instrument, which does not revoke a former will in toto, falls within the purview of section 7071, which does not require the signing by the testator to be in the presence of the attesting witnesses, and not within the purview of section 7072 which makes such signing imperative in a will which works an entire destruction of former testamentary instruments. The facts of
These excerpts from the opinion of Judge Bailey were the answer of the court to the contention of the objectors that the Brownell third codicil effected a revocation, in whole or in part, of the testator’s earlier will, since its disposition of property was repugnant to the. disposition of the former instrument. The quoted language should, therefore, be construed in the light of the facts then before the court. The conclusion in the Freeman case, so far as concerns the revocation of a former will, was, that since the legislature provided two methods one by burning, etc., the other by a written will, and as the burning consumed the paper on which the earlier will was written, and with
Justice Bailey said that if the third codicil was repugnant to the former will, it prevailed, but as it was merely inconsistent with a part only of the former instrument, it fell within section 7071, because section 7072 applied only and solely to wills having, for their sole purpose and effect the annihilation of former wills in their entirety. When the opinion further states: “Only instruments having such effect and purpose, and such effect and purpose alone, fall within the purview of section 7072”, and that a writing “whose sole effect is the entire destruction, made with the manifest intent and purpose to so destroy, is the only one to which our revocation statute properly applies”, he intended to, and did, convey the thought that, so far as concerns revocation, only such testamentary instruments as entirely, not partially, destroy an earlier will fall within section 7072. Otherwise stated, Judge Bailey’s thought was that, to bring a testamentary instrument within the scope of section 7072, the later will that revokes a former one must work its entire destruction, and such must be its sole purpose and effect, and a later will which does not have in view such sole purpose and effect, but only partially revokes or merely contains clauses repugnant to some of the provisions' of the earlier will, is without the section. If this language is to be interpreted as authority for proponent’s contention, it is obiter for the reason already stated. If interpreted as we have indicated it should be, it is consistent with the provisions of section 7072 and in harmony with the Illinois and Connecticut decisions under similar statutes.
But it is a further contention of the proponents that a
Indeed, we think that there is no authority for saying that wills are of two kinds: “revoking”, and “disposing” wills. We take from some of the text writers the definition of á will. “A will is an instrument by which a person makes a disposition of his property to take effect after his decease.” 1 Jarman on Wills, 6th ed., p. 27. Chancellor Kent, in 4 Com. p. 501, defines a will as: “A disposition of real and personal property to take effect after the death of the testator.” “A last will and testament may be de- . fined, as the disposition of one’s property, to take effect
We think the word “will” in section 7072 is used in the sense of a testamentary instrument which disposes of the testator’s property, to take effect at his death. A written instrument, under our statute, unless it disposes of property, to take effect at the testator’s death, is not a will within the meaning of our statute, In Coffman v. Coffman, 85 Va. 459, 8 S. E. 672, 2 L. R. A. 848, 17 Am. St. Rep. 69, it was held, in accordance with the foregoing definitions of a will, that an instrument in the form of a will and purporting to be a will, and excluding a son of the maker from participating in his estate, yet making no disposition thereof, was not a will. In Re. Williamson’s Will, 6 Ohio Dec. 507, in a well considered opinion, it was held that an instrument which does not make a disposition of property, is not a will in a legal sense but merely a declaration of a wish.
Brenchley v. Lynn, 2 Rob. Eccl. 441, on page 458, discusses this question, and we think the reasoning warrants the declaration that an instrument which merely provides for the revoking of a former will is not a will in the sense in which section 7072 employs the word.
We have been cited to no authority by proponents which forbids the combination in one instrument of revoking and disposing clauses, nor to any authority which says that only a will which contains solely a revoking clause, and nothing else, is within the purview of section 7072. It is well, to avoid misapprehension, to add that we are now concerned only with a will which contains an express revocation of a former will. The Illinois courts hold that their revocation statute, which is the same as ours, applies only to wills which by express declaration revoke former wills. They also hold that a revocation by implication may result, as where the later will contains dispositions of property irreconcilably repugnant to provisions of the former instrument. Phillippe v. Clevenger, 239 Ill. 117, 87 N. E. 858, 16 Ann. Cas. 207. We withhold an expression of
It should be borne in mind that, under the English Statute of Frauds and in some of the states of this Union, partial revocation of a former will is permissible. But in the Freeman case this court held that, under our statute, a partial revocation is not contemplated. It is also true that, under the English statute, revocation, by “a writing other than a will or codicil”, was permissible, and in the states of the Union which still retain the quoted words in their Statute of Frauds, the English decisions are followed. There appear in some English and American decisions, and in the text books, statements that a written instrument effecting the revocation of a will, need not be of a testamentary character. These expressions correctly state the law in those jurisdictions which retain in their revoking statutes the words “other writing.” Proponents’ •contention, therefore, that a revocation of a former will may be effected by a writing, which is not testamentary in character, is contrary to the provisions of our statute, and the English and American decisions cited in support of their contention are not applicable. For this court so to hold would be to interpolate “other writing” into section 7072, would be judicial legislation in face of the fact that our General Assembly deliberately omitted these words in copying the English Statute.
The only reference in the brief of proponents to the existence or non-existence of a former will, is the following : “It will .not escape this court’s attention that there is no evidence whatsoever in this record of the existence of any former will.” It will be observed that the dissenting opinion of Mr. Justice Denison is based, in part, at least, upon the assumed fact that no former will was discovered ■ after the death of the testatrix, and, therefore,
There are, however, aside from these admissions of proponents, several answers to the contention. Upon the proponent who presents a will for probate rests the burden of proof to show its execution in accordance with the requirements of the law. Snodgrass v. Smith, 42 Colo. 60, 63, 94 Pac. 312, 15 Ann. Cas. 548; 40 Cyc. 1272.
A recital in a will of the residence of the testator, while
Another answer to the contention is that, where there is a defective execution of a will, the defect attaches to the entire instrument. A will, so far as execution goes,
In the Walker case it is said: “It is not for courts to say’ that these requirements, or any of them, are mere formalities which may be waived without impairing the status of the instrument.” In Re. Noyes’ Estate, 40 Mont. 178, 105 Pac. 1013, is an able discussion of the exact question here determined, and the court expressly held, as did the Supreme Court of California in the Walker case, that a will, which is not executed as the statute requires, should not be admitted- to probate. The court also held, as above stated, that the rule governing the interpretation of wills, when admitted to probate, cannot be invoked in the construction of the statute regulating their execution, citing In Re. O’Neil, 91 N. Y. 516. In the case of execution the courts do not consider the intent of the testator, but that of the legislature. In the Noyes case is a collection of numerous authorities. They are to the effect that when a will is not executed in accordance with the requirements of the law, it is not entitled to probate, and the courts will not hold the will valid for one purpose and invalid as to another. As to the execution, the will is an entirety, and no attempt will be made by the courts in their effort to give expression to the will of the testator, to hold the will valid as to one, and invalid as to another, of its purposes.
The opinions of this court disclose that it is not disposed, on mere technical grounds, or because it considers the dispositions of a will unwise, or contrary to natural justice,
The able, briefs of counsel for both parties, and the concise, but perfectly clear and satisfactory, abstract of the record have materially lightened our labors.
The judgment of the district court, which denied the probate of this will, was right and it is affirmed.
Dissenting Opinion
dissenting.
R. S. section 7071 is as follows: “All wills by which any property, real or personal, is devised or bequeathed, shall be reduced to writing and signed by the testator, or by some one in his presence and by his direction, and attested in the presence of the testator, by two or more credible witnesses.”
Section 7072 as follows: “No will shall be revoked otherwise than by the subsequent marriage of the testator, or by burning, tearing or obliterating the said will, by the testator himself or in his presence, by his direction and consent, or by some other will or codicil in writing, declaring the same, signed by the testator in the presence of two or more witnesses, and by them attested in his pres
The testatrix left an instrument purporting to be her will, which contained testamentary matter and also the usual clause revoking all former wills. The effect of the majority opinion is that this instrument is not a valid will because the revocation is not executed according to section 7072, that the defect in the revocation makes the whole instrument invalid. I cannot assent to that proposition.
I think that the case of Freeman v. Hart, 61 Colo. 455, 158 Pac. 305, controls this one, and I do not think that the statement therein that section 7072 refers to wills whose sole purpose is revocation is a dictum. It is one of two reasons given for the decision. If one is a dictum the other is and then the decision is left without reason.
I agree that in order to revoke a previous will the revoking will must be signed in the presence of the witnesses, as provided by section 7072; but that section does not say that no will containing a revocation shall be valid unless so signed, but merely says that no revocation shall be valid unless so signed. If then, the witnesses sign in the presence of the testator, according to section 7071, the testamentary part of a will should be held valid, even though not signed by him in the presence of the witnesses, unless a previous will appears.
I cannot find any decision holding otherwise. The Illinois cases, as I read them, do not; and, if they did, while our section 7072 is like the corresponding Illinois section, yet their section corresponding to our section 7071 requires proof of the signature of the testator in the presence of the witnesses, and therefore, of course, the testamentary part of a will executed in violation of that requirement would be invalid, whether such will contained a revocation clause or not. Illinois decisions, therefore, cannot be in point in Colorado. Neither do I find that the Connecticut case, Peck’s Appeal, 50 Conn. 562, 47 Am. Eep. 685, supports the proposition, or that the Connecticut statutes are like ours.
1. It revokes all previous wills not a previous will. This shows that the testatrix was using the phrase in the ordinary perfunctory way in drawing wills, usual in printed forms. It is so improbable as to be incredible that more than one previous will existed unrevoked. She therefore does not intimate that a previous will existed at the date of the so-called attempted revocation.
2. But assuming that the said clause does amount to evidence of a previous will, it can only be of a will existing at the date of the execution of the subsequent one. If the revocation is evidence of a previous will it is at least equally cogent evidence of an intent and purpose to revoke it, and it is to stultify the clause itself to say that it is at once evidence of the existence at the former date of a previous will and an intention to revoke it and also of its existence at the testatrix’ decease.
3. The clause in question, then, so far from raising a presumption that such a will existed at her death, when taken with the fact that none was produced, is strong evidence that she had destroyed it, the most natural and probable thing for her to do with a will which she believed she had revoked.
These arguments show that the proposition that proof of search for the will is necessary to overcome the presumption of its existence is unsound in this case.
In the present case, then, we have an instrument purporting to be a will, executed out of the presence of the witnesses yet in accordance with section 7071. Such instrument without the revocation clause would be unquestionably valid. There is nothing in section 7072 to make the testamentary part of it invalid, even with the revocation, therefore it is all valid except the revocation. Assuming that the revocation indicates the existence of a previous will at the time of the execution of the present
The majority opinion suggests that the proponents do not rely upon the point above expressed. We ought not to be controlled by their conception of the questions presented for determination. It is said we must not consider what they do not rely on. It should rather be said we may decline to consider it. Rule 34. Be that as it may, if we do not consider it we should not decide it, and the majority opinion does so and forecloses the question.
It is also claimed that since the will is insufficient as a revocation it is insufficient as a whole and the rule is invoked that a will insufficiently executed in one respect is entirely bad. This will, however, is sufficiently executed under section 7071, lacking nothing, and I am not willing to extend that rule to say that the insufficient execution of a formal clause of revocation destroys the whole will though no previous will appears.
In the last analysis the decision seems to me to say that because the testatrix left an unrevoked will she will be treated as an intestate.