Heise v. Earle

35 A.2d 880, 134 N.J. Eq. 393, 1944 N.J. LEXIS 425
CourtSupreme Court of New Jersey
DecidedFebruary 1, 1944
StatusPublished
Cited by14 cases

This text of 35 A.2d 880 (Heise v. Earle) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heise v. Earle, 35 A.2d 880, 134 N.J. Eq. 393, 1944 N.J. LEXIS 425 (N.J. 1944).

Opinion

This appeal is from a decree of the Prerogative Court granting probate to a certain will dated November 21st, 1932, made by the decedent, Mary Elizabeth Davis. The decree under review reversed a decree of the Bergen County Orphans Court which denied probate of the will. The instrument in question devised and bequeathed the entire estate to William Z. Earle, a nephew, and Anna, his wife, and appointed the Rutherford Trust Company executor. The will, upon execution, was lodged with that Trust Company where it remained until after the death of the testatrix. Later the testatrix made two other wills, one on January 8th, 1934, which designated Helen F. Heise, a niece, as sole beneficiary and nominated the Hackensack Trust Company executor. This *Page 395 will was left in the custody of the Hackensack Trust Company until April 5th, 1935, when it was delivered to Mrs. Heise on the written order of the testatrix. It was used as a model to prepare the third will and was virtually a reproduction of it save that the niece, Mrs. Heise, was appointed executrix instead of the executor which had been nominated in the second will. Counsel who prepared the third will testified that it contained a clause "revoking all previous wills, codicils or other testamentary dispositions at any time theretofore made." And this is not disputed. Upon the execution of the third will some time in April, 1935, counsel who prepared it gave it over to the testatrix in an envelope which he sealed, together with the second will. He instructed her to destroy the second will. The testatrix at this juncture asked counsel, Donald M. Waesche, if he was "sure the new will revoked all previous wills" and he advised her that it did. The third will was retained by the testatrix personally and placed with other papers and valuable records, such as stock certificates, tax receipts and the like, in a metal box which the testatrix kept in her bedroom under a dresser. She and her niece, Mrs. Heise, had access to this box. After the death of Mrs. Davis on October 13th, 1936, the third will could not be found. Mrs. Heise, executrix and beneficiary, attempted to establish the instrument last made as a lost will. Her effort was unsuccessful. Cf. In re Davis, 127 N.J. Eq. 55. This court held that under the circumstances, the will having last been seen in the custody of the testatrix and retained by her in a receptacle to which she had full and continuous access, the fact that it could not be found after her death raised a presumption of fact that the testatrix had destroyed the instrument, animo revocandi, and that the evidence offered to rebut that fact presumption was not of the clear, satisfactory and convincing character which was indispensable to establish the missing instrument as a lost will.

Meanwhile, on the eleventh day after the death of the testatrix the Rutherford Trust Company offered the first will for probate and it was admitted by the surrogate. On appeal, Judge Weber, in the Orphans Court, reversed the order of the surrogate and held that when the third will, revoking all *Page 396 previous wills was executed, the first will was annulled and that when the testatrix destroyed the last will, as presumably she did, it was not her intention to revive the will first made although it was still in existence. On appeal, the Prerogative Court reversed the Orphans Court and reinstated the order of the surrogate admitting the said will to probate. The learned Vice-Ordinary held that since the last will was itself revoked, the revocation thereof annulled the instrument in all its parts; that the revoking clause, being ambulatory and testamentary in character, never had any effect upon the first will and that the first will was therefore unimpaired, relying on Randall v.Beatty (a Prerogative Court case), 31 N.J. Eq. 643, 646.

Before considering the meritorious issue, the appellants have raised a question on the adjective side which should first have attention. The contention is that the Prerogative Court was without jurisdiction to entertain the appeal from the decree of the Orphans Court "respecting the probate of a will" because it was not taken within thirty days, the period prescribed by the statute, R.S. 2:31-93 and 94. It appears that the decree of the Bergen County Orphans Court was filed on January 13th, 1941, and that the notice of appeal by Anna P. Earle et al., to the Prerogative Court was not filed until February 14th, 1941. Mrs. Heise therefore moved to dismiss the appeal in the Prerogative Court. The Vice-Ordinary overruled the motion. It serves no useful purpose to narrate the facts and circumstances of the misadventure that entitled counsel for Mrs. Earle to relief from a rigid enforcement of the rule. The court's order denying the motion to dismiss was wise and equitable and well within the limitations stated by this court in the case of In re Casey,127 N.J. Eq. 101, where a lucid exposition of the powers of the Prerogative Court to grant the relief allowed in this instance may be found. There is therefore no merit to the first point made by the appellants.

On the main question it is argued by the appellants that the 1932 will is not the decedent's last will and testament; that it had been conclusively revoked by the 1935 will; that having been revoked it had not been revived. *Page 397

The argument to support the proposition that the first will was revoked completely and never revived is rested on section 2 of our Statute on Wills, Comp. Stat. p. 5861 (Rev. 1877 p. 1243) and section 25, Comp. Stat. p. 5870 (Rev. 1877 p. 1248, a supp. 1851, sec. 2). The testatrix in this case died on October 13th, 1936, hence the law as it was then written is controlling. Our revision of 1937 had not been enacted. The statute first referred to, i.e., section 2 of our Wills Act, is closely patterned after the English Statute of Frauds, 29 Charles II, c.3 § 6 (Cf. Jarman on Wills (5th Am. ed.) 282). The supplement of 1851 (Cf. P.L. 1851 p. 218) seems to be patterned in part after section XX of the English statute 1 Victoria 26 (1837). Those sections read thus:

"2. That no devise or bequest in writing, of any lands, tenements, hereditaments or other estates whatsoever in this statute, or of any estate pur auter vie, or 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, canceling, tearing or obliterating the same by the testator himself or in his presence, and by his direction and consent; but all devises and bequests of any lands, tenements, hereditaments, or other estates whatsoever in this state, or of any estate purauter vie, shall remain and continue in force until the same be burnt, canceled, torn or obliterated by the testator or by his directions in manner aforesaid, or unless the same be revoked or altered by some other will or codicil in writing, or other writing of the devisor signed in the presence of three or more subscribing witnesses declaring such revocation or alteration." (Rev. 1877 p. 1243.)

"25. Sec. 2. That all written revocations of wills shall be executed in the same manner as wills are hereby required to be executed, and when so made shall be sufficient to revoke any last will, or any part thereof." (Rev. 1877 p. 1248.)

The second section, supra

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Bluebook (online)
35 A.2d 880, 134 N.J. Eq. 393, 1944 N.J. LEXIS 425, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heise-v-earle-nj-1944.