In re Bennett
In re Bennett
Opinion of the Court
after stating the case: The learned judge who presided at the trial of this case should have directed the jury to answer the issue in favor of the caveators, or., in other words, “No,” as there was no evidence, in a legal sense, that the paper-writing, which was propounded by the beneficiary named in it, and, thereafter, admitted to probate in common form, or any part 'thereof, was the will of George M. Bennett, the supposed testator, or the miscalled testator.
By our statute the Legislature has made careful and safe-guarding provision for the execution and probate of wills, they being the last expression of the intention of their makers regarding the disposition of their property after death, and we have held repeatedly, as we should have held, undoubtedly, that these provisions must be scrupulously observed and followed in all essential respects, and with substantial precision, or at least accuracy. Rev., 3113, 3121 (1 and 2). The object of the law is that there may be.no doubt as to the intention of the supposed testator to make his last will and testament, and as to the fact of his haying done so by the particular writing offered for probate, thereby identifying it as the true and only document defining his intentions to will his estate and his purpose as to how it should be disposed of after his death. The two intentions to make a will and to dispose of his estate in the manner described in the paper-writing in question must concur and coexist. While a will must be contained in a writing, no formal testamentary instrument is required. If it adequately sets forth a testamentary intent it is enough. In many instances wills have taken the form of other instruments, while in others they have been wholly informal. A will may take the form of an assignment, or of a deed, or of a power of attorney, or of a letter, or of a promissory note, or of an order, etc., say the authorities. It may assume the form of any instrument, or be absolutely informal. This principle is well settled and numerous examples of such wills are to be found in the law books and decisions of the Courts here and'abroad. Gardner on Wills (1st ed.), pp 36 to 43, and the Courts have gone very far to support such documents as valid wills, but at the same time they have required sufficient
Mr. Jarman, in bis work on Wills (6 ed.), p. 21, says, in substance at least: “Tbe law has not made requisite to tbe validity of a will tbat it sboxild assume any particular form, or be couched in language technically appropriate to its testamentary character. It is sufficient tbat tbe instrument, however irregular in form or inartificial in expression, discloses its testamentary character and tbe intention of tbe maker. respecting tbe posthumous destination of bis property; and if this appears to be tbe nature of its contents, any contrary title or designation be may have given to it will be disregarded.”
In tbe case of In re estate of C. B. Richardson (appeal of Nina R. Hardee), 94 Calif., 63, tbe Court held tbat a letter, which merely expressed a desire tbat bis sister and her children get everything be owned, but containing words indicating tbat they should take it by a formal will, or by one be would make, was not testamentary in character, but only tbe expression of a desire, it clearly not being tbe intention tbat tbe letter should be so construed as to become bis last will. It is argued tbat many cases held tbat such a letter constituted a will, but with this statement we cannot agree. Those referred to manifestly contained evidence of an intention to then devise and bequeath tbe writer’s estate, or, in other words, tbat tbe letter should have a present and full operation as a will, leaving nothing to be done in tbe future in respect to tbe matter. But here there is on tbe face of tbe letter an expression which clearly indicates tbe intention tbat it should not itself be Bennett’s will, but tbat some other document, more formal in character, should be, and this be would have fixed if be bad a chance. Tbe general- tenor of tbe will shows an expectation, if not a confident hope, of bis restoration to health. He expresses tbe hope tbat “God will be with them until they meet again.” v
He was not in extremis, even if quite ill with measles, as bis temperature was 104, or 5 2/5 degrees above tbe normal, and be felt badly. He anticipated, though, tbat be would eventually carry out bis wish, when better able to dó so. Tbe language of tbe paper is but tbe manifestation
The statute requires, in the case of a holographic will, that the paper be deposited with some person for safe keeping, unless it is properly attested, or is found among the valuable papers and effects of the maker. This letter bears no evidence on its face, nor is there any proof otherwise that Bennett intended that it should be deposited with the propounder, or any one else, for safe keeping. There is no request that he keep or preserve the letter, or that he do anything more with it than he would with any ordinary or casual letter received from him, or any other person.
The case of Haberfield v. Browning, 4 Vesey, Jr., 200, referred to in Mathews v. Warner, 4 Vesey, Jr., at p. 200 (31 Full Reprint Series of Eng. Reports, p. 102), is sometimes relied on to sustain j)apers of- this kind as wills. That was a case of instruction to an attorney to draw up-a will, which, for special reasons, was held as a valid will. But in Mathews v. Warner, 4 Vesey, Jr., 186, it was insisted that it did no.t apply to a case of this kind, “where upon the face of the paper it is not intended as a testamentary disposition.” There is no present disposition, nor did the deceased ever intend by signing it, “that it should immediately operate,” adding that “there are many sensible passages applicable to the subject in Shep. Touchstone, 404 to 408.” The Court, by so famous a judge as Lord Loughbonough, accepted this contention as sound and correct.
We cannot refrain from adding to this opinion the great weight of that able jurist’s view as expressed by Mm in Mathews v. Warner, supra: “Under all these circumstances, with this evidence, and above all, the evidence of the paper itself, I should have no difficulty, sitting as I have sat in a Court of Law, to put it so to the jury, that I should expect a verdict that he had not devised; that it was no will, but only a project of a will, not a complete, definite rule and law for settling his fortune. It is not, it cannot, be denied, the argument presses so strong, that upon the perusal of this paper the natural conclusion is that it was Ms intention to make a more formal paper than this. That inference cannot possibly be avoided. Then ex hypoihesi this paper at the time he subscribed it was not the law, the testament. When then, at what period, did the voluntas testandi exist in his mind quoad this instrument? If it is admitted, as it must be, -that when he subscribed his name he was looking to some future act, the decision that this is his will would de
Suffice it to say, tbat tbe best considered and weightiest authorities upon this important question bold with us tbat a paper, such as this, is not, in law, a last will, and this case, we think, by reason of its special facts and tbe peculiar language of tbe paper, especially that of tbe last clause, is much stronger for tbe caveators than any one in tbe large group which support their view.
It is impossible to read tbe paper now before us for consideration, and come to tbe conclusion tbat it is a testamentary one. It states merely an intention to execute something in tbe future as bis will, which be may or may not do after fuller consideration, for, as said by Lord Loughborough, supra, and translating bis Latin, “tbe will of a testator is ambulatory even to bis death,” which means, in other words, tbat it is not fixed legally, but may be changed even to tbe time of bis death.
There is also nothing in tbe language used which shows an intention to deposit tbe paper “with some person as bis will,”- but is a casual letter, written and mailed only as is a letter in any correspondence, and not attended by tbe solemnity which is, and should be, required in executing so important an instrument as a will.
Tbe cases of Spencer v. Spencer, 163 N. C., 83, and In re Will of Ledford, 176 N. C., 610, belong to that class of cases we have mentioned above, where tbe letters showed that they were written animo testandi, and tbat they should operate as wills, and not some other paper to be
It is not necessary to discuss the question whether tbe words of tbe statute, “or was lodged in tbe bands of some person for safe keeping” (Rev., 3127 (2)), meant some third person, or one not a beneficiary.
Tbe court erred in its instruction to tbe jury, and in not giving tbe caveators’ prayers.
New trial.
Reference
- Full Case Name
- In re Will of GEORGE M. BENNETT
- Status
- 1917. Mr. Lewis was a farmer. George M. Bennett worked with him on the farm. I just know about where I have been told that tract of land lies. I do not know who was in possession. I do not know whether it was land owned by his father.” While we state this testimony literally