In Re Estate of Botko

541 N.W.2d 616, 1996 Minn. App. LEXIS 20, 1996 WL 5670
CourtCourt of Appeals of Minnesota
DecidedJanuary 9, 1996
DocketC7-95-1358
StatusPublished

This text of 541 N.W.2d 616 (In Re Estate of Botko) is published on Counsel Stack Legal Research, covering Court of Appeals of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Botko, 541 N.W.2d 616, 1996 Minn. App. LEXIS 20, 1996 WL 5670 (Mich. Ct. App. 1996).

Opinion

OPINION

CRIPPEN, Judge.

The trial court refused to admit to probate as decedent’s will a document offered in the form of a photocopy of the signed original. Appellants, proponents of the will, contend that the photocopy leaves no room for the inference that the original is revoked and in any case that the evidence here was sufficient to overcome any such inference. We affirm, finding no merit in either of appellants’ contentions.

FACTS

Testator Dorothy Botko died on November 9, 1994. A Petition for Formal Adjudication of Intestacy was filed with the trial court, and testator’s niece, Kathryn Hansen, was nominated as personal representative.

Before the initial hearing in the ease, testator’s residence was searched for a will. A photocopy of testator’s will, along with various personal writings, was found in one of several steel boxes/organizers located in a closet. The will, dated November 1, 1989, left approximately half of testator’s estate to her family and half of her estate to family of her then-recently deceased husband.

Appellants’ counsel submitted an Objection to Petition for Formal Adjudication of Intestacy, signed by appellant David Conely, one of testator’s deceased husband’s relatives, noting that a “copy of a signed will dated November 1, 1989 was found * * * ” and that it was believed “that a further search of [decedent’s] apartment or personal belongings of the decedent will turn up the original will.”

The court subsequently heard testimony by respondent Kathryn Hansen and appel *618 lant Phyllis Erickson. Phyllis Erickson testified that she was a devisee in the photocopied will and requested that she and Kathryn Hansen be appointed joint personal representatives, or alternatively that the court appoint a neutral party, because the personal representative named in testator’s photocopied will was deceased. Phyllis Erickson also testified that she and testator were close friends, that she believed that testator’s photocopied will was fair to both sides of the family, and that she thought testator and her deceased husband would have wanted testator’s affairs settled as provided in the photocopied will.

Kathryn Hansen testified that, after a search of testator’s apartment, no original will was found, and that a later search of testator’s apartment also failed to produce an original of the will. The photocopied will was introduced into evidence. Kathryn Hansen testified that she was aware that testator’s bank safety deposit box was searched by a police officer and a friend of testator after testator’s death, and no will had been found there.

The trial court then issued an order finding:

[DJecedent died intestate, that the heirs of decedent are Kathryn Hansen, a niece and Carol Hansen, a niece, Patricia Angelos, a niece and Alex Angelos, a nephew.

The court also appointed Kathryn Hansen as personal representative of testator’s estate. The court subsequently filed an Order of Formal Adjudication of Intestacy and attached a memorandum stating:

(1) that there is no original duly executed last will and testament of the decedent before this Court; (2) that the heirs and others had made a diligent effort to determine the existence of an original duly executed last will and testament and those efforts included searching the home of the decedent and her personal papers, inquiring of the attorney who drew the will, searching the will depository at the courthouse and a further extensive search of the premises of the decedent and any other areas of safe keeping where the decedent may have deposited a will; (3) no original duly executed will was ever found and further efforts would only be repetitive of prior searches; (4) David Conely [appellant] has failed to adduce any evidence that the copy of the will dated November 1, 1989, received by this Court as Exhibit No. 1 was not revoked, but merely lost.

ISSUE

Did the appellants succeed as a matter of law in showing cause to admit to probate a photocopy of the will dated November 1, 1989?

ANALYSIS

Review of the trial court’s finding of fact is limited to determining if the court clearly erred. In re Estate of Langlie, 355 N.W.2d 732, 735 (Minn.App.1984). The finding should not be overturned unless this court is “left with the definite and firm conviction that a mistake has been committed.” Id.

I. Inference of Revocation

The trial court, in its findings, treated the fact that testator’s original will was not produced as evidence of revocation. Appellants contend that because a photocopy of the signed original was found, any inference of revocation was eliminated. Appellants propose, in effect, that a photocopy of a signed original constitutes evidentiary proof of the original as a matter of law. Consistent with the common law principle that a lost will is presumed revoked, it remains true in Minnesota that the absence of the original is entitled to some evidentiary weight in determining revocation. In re Estate of Pundt, 280 Minn. 102, 105, 157 N.W.2d 839, 841 (1968) (stating that under common law, a lost will is presumed revoked if (1) at the time the will was last seen, it was in the testator’s possession, and (2) the will cannot be located after the testator’s death).

Appellants point to a Minnesota ease holding conformed copies of a testator’s will and codicil in the possession of testator’s attorney, together with other evidence of nonrevocation, sustained a lower court’s finding that testator’s will was lost but not revoked and therefore admissible to probate. *619 Langlie, 355 N.W.2d at 736-37. See also In re Estate of Carlson, 384 N.W.2d 239, 241 (Minn.App.1986) (holding conformed copy of will held by testator’s attorney was admissible, even though original could not be located, once prima facie showing of nonrevocation was made). We find that despite appellants’ argument, the law permits an inference of revocability when an original will is not produced and the record shows no evidence that the original will was kept by someone other than decedent; Langlie and Carlson do not deny the existence of the inference but merely illustrate that the inference may be overcome by a showing of nonrevoeation.

Appellants cite a Michigan case for the proposition that the photocopied will in this case should not be considered lost, and therefore the presumption of revocation should not apply. See In re Estate of Christoff, 193 Mich.App. 468, 484 N.W.2d 743

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Related

In Re Christoff Estate
484 N.W.2d 743 (Michigan Court of Appeals, 1992)
Matter of Estate of Langlie
355 N.W.2d 732 (Court of Appeals of Minnesota, 1984)
In Re Estate of Pundt
157 N.W.2d 839 (Supreme Court of Minnesota, 1968)
In re Estate of Carlson
384 N.W.2d 239 (Court of Appeals of Minnesota, 1986)

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Bluebook (online)
541 N.W.2d 616, 1996 Minn. App. LEXIS 20, 1996 WL 5670, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-botko-minnctapp-1996.