Armstrong v. Butler

553 S.W.2d 453, 262 Ark. 31, 1977 Ark. LEXIS 1755
CourtSupreme Court of Arkansas
DecidedJuly 11, 1977
Docket76-256
StatusPublished
Cited by19 cases

This text of 553 S.W.2d 453 (Armstrong v. Butler) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Armstrong v. Butler, 553 S.W.2d 453, 262 Ark. 31, 1977 Ark. LEXIS 1755 (Ark. 1977).

Opinion

John A. Fogleman, Justice.

Anna Elizabeth Love Evans died testate May 22, 1972, leaving surviving her as her heirs at law, her daughter, Anna Elizabeth Armstrong and three grandchildren, Betsy Martindale Butler, Nancy Martindale Tolleson and Jud B. Martindale, Jr., the children of a deceased daughter, Gwendolyn Martindale. Mrs. Evans left a will dated April 30, 1970, which was duly attested, authenticated and admitted to probate on June 16, 1972, without notice, upon the petition of Mrs. Armstrong, who was named as executrix in the will and appointed as such. The grandchildren above named were listed as heirs in the petition for probate. The executrix filed a final accounting on March 21, 1974, which was approved by the probate court on March 25, 1974. The court’s order of approval recited that appellant had distributed the assets of the estate. It discharged the executrix. The will probated read, in pertinent part, as follows:

That I, Anna Elizabeth Love Evans, being of sound and disposing mind and memory do hereby make, publish and declare this to be my last will and testament, hereby revoking any and all other wills by me at anytime heretofore made.
1. I hereby nominate, constitute and appoint my daughter, Anna Elizabeth Armstrong, now living at 624 West Main, Madison, Indiana, as sole executrix hereof, without bond.
2. I hereby direct that all my just debts and funeral expenses be paid as soon after my death as possible.
3. I hereby give, bequeath and devise to my daughter, Anna Elizabeth Armstrong, and unto her heirs and assigns forever, all of my property, both real and personal, regardless of where located.

The grandchildren, who were the children of the deceased daughter, and heirs of the testatrix, were nowhere mentioned in the will, either by name or as a class.

On September 12, 1975, appellant, apparently as executrix, although she had been discharged as such, activated by a suit by the named grandchildren, as pretermitted heirs, for the partition of real estate, filed her petition for the reopening of the estate, the reappointment of appellant as executrix, and a direction to her as personal representative to carry out the wishes of the testatrix expressed in an alleged holographic will dated March 21, 1967. This purported will was attached to the petition. Although appellant was probably proceeding under the provisions of Ark. Stat. Ann. § 62-2122 (a) (Repl. 1971), there was no prayer that the original order of probate be reopened or that the document presented be admitted to probate. 1

The instrument presented was an unusually odd one, even for a “homemade” will. It was satisfactorily shown that the two pages of which it consisted were both in the handwriting of the testatrix. The ink used on the two pages is obviously of different colors and it is clear that the words, “Signed” and “March 21, 1967”, on the second page are in ink which is a different shade of blue from that in which the text of that page is written. The top page, as the instrument was presented, reads as follows:

Last Will and Testament
I, Elizabeth Love Evans of Hempstead County, Arkansas, being over the age of twenty-one years and of sound and disposing mind and memory, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking all wills heretofore made by me at any time.
1. I direct that all my just debts be paid as speedily as possible.
2. I give, devise and bequeath, after the payment of my just debts, all the rest and residue of my estate, real, personal and mixed and wheresoever situated to my daughter, Elizabeth Evans Armstrong.
March 21, 1967.

On the bottom page, the following appears:

Betsy Martindale ) Nancy Martindale ) Children of my deceased daughter, Jud Martindale, Jr.)Gwen Evans Martindale
Since the death of their mother, these children have shown no consideration for me as their maternal grandmother — so I do not include them in my will.
Signed:
March 21, 1967.

The probate judge, over objections of the appellees, authorized the reopening of the estate, found that the instrument dated March 21, 1967 (both pages) was a holographic testamentary instrument, that it was not newly discovered evidence, that the formal will and the holographic one should not be considered as one instrument, that the later will revoked the earlier one, that appellees were pretermitted heirs, that the doctrine of dependent relative revocation, if accepted in Arkansas at all, was not applicable in this case and that the proffered holographic will came too late.

Appellant first contends that the probate court erred in holding that appellees were pretermitted children and entitled as such to recover from the devisees in the 1970 will under Ark. Stat. Ann. § 60-507(b) (Repl. 1971). Appellant points out that the purpose of the statute is to insure that there be no unintentional disherison of a child or issue of a deceased child and to guard and provide against testamentary thoughtlessness. She makes the rather novel argument that appellees were not omitted form the 1970 will by its revocation of all prior wills and that the 1967 will clearly shows that there 'was an intentional disherison and not testamentary thoughtlessness, because the earlier instrument showed that Mrs. Evans intended that appellees take nothing and stated her reasons.

We simply cannot accept this ingenious argument. Nothing could be clearer than the language of the revocation in the 1970 instrument. But appellant contends that Ark. Stat. Ann. § 60-507(b) has been broadened by judicial interpretation in Kinnear v. Langley, 209 Ark. 878, 192 S.W. 2d 978. We do not agree that this decision broadened the effect of the statute sufficiently to support appellant’s argument, or to overcome the impact of Ark. Stat. Ann. § 60-408 (Repl. 1971). That section provides that no part of any revoked will can be revived without re-execution, or the execution of another will in which the revoked will or portion thereof is incorporated by reference.

In the first place appellant argues that under Kinnear, the revocation in the 1970 will constituted a specific reference to the 1967 will. The holding does not support this argument. Under Kinnear, it was held that an existing instrument can be incorporated into a will by reference. It was clearly pointed out there, however, that the extrinsic instrument must be definitely identified in the will into which it is to be incorporated. See also, Montgomery v. Blankenship, 217 Ark. 357, 230 S.W. 2d 51, 21 ALR 2d 212; Comment, Wills — Incorporation By Reference Pretermitted Child Statute, Bowe, 1 Ark. L. Rev. 180; Case Note, Wills, Incorporation of Extrinsic Documents by Reference, 6 Ark. Law Rev. 496. By no stretch of the imagination can we say that the general language of the 1970 will definitely identifies the 1967 instrument.

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Bluebook (online)
553 S.W.2d 453, 262 Ark. 31, 1977 Ark. LEXIS 1755, Counsel Stack Legal Research, https://law.counselstack.com/opinion/armstrong-v-butler-ark-1977.