In re Estate of Downie

213 N.E.2d 833, 6 Ohio Misc. 36, 35 Ohio Op. 2d 31, 1966 Ohio Misc. LEXIS 287
CourtCuyahoga County Probate Court
DecidedFebruary 7, 1966
DocketNo. 673583
StatusPublished
Cited by2 cases

This text of 213 N.E.2d 833 (In re Estate of Downie) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court 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 Downie, 213 N.E.2d 833, 6 Ohio Misc. 36, 35 Ohio Op. 2d 31, 1966 Ohio Misc. LEXIS 287 (Ohio Super. Ct. 1966).

Opinion

Decatur, Referee.

This matter is before this court on an action entitled Application for Probate of Spoliated Will and First and Second Codicils to said Will.

At the outset it may be said that the facts as presented would seem to be straight from the pen of Erie Stanley Gardner, the renowned author of the highly popular Perry Mason series. The original will, as presented, contains in Item 4, at the bottom of page, one, the following:

[37]*37“I give and bequeath the sum of Twenty-five Thousand Dollars ($25,000.00) to each of the following named six (6) persons: (Emphasis ours.)
A. My grand-daughter, Frances Stefanie McArdle;
B. My grandson, William Downie IY;
C. My grand-daughter, Louise Ann Gork;
D. My grandson, Lawrence Connelly Downie;”

Thereupon Item 4 abruptly ends, and an inspection of the page reveals that the last two bequests (namely, E and F) have been torn or cut off. A copy of page one of the will, marked Exhibit A, and introduced as evidence, reveals the following: In addition to the bequests of $25,000.00 each under A, B, C, and D, as described above, was E, which stated: “My wife’s son, William Charles Purvis,” and F, “My wife’s daughter, Louise Silvestro.”

Thus it is apparent that someone summarily deleted the two bequests (E and F) in the amounts of $25,000.00 each to William Charles Purvis and Louise Silvestro.

Testimony of witnesses to the two codicils, the original will and the copy of page one of the original will, marked Exhibit A, were proffered by the proponents of the will, and cross-examination was had by counsel for the incompetent and the other party in interest. At the completion of the hearing, counsel appointed as guardian ad litem of the incompetent grand-daughter, a minor, objected to the probate of the two codicils and the original will and copy of the first page of said will on the grounds that said cutting or tearing constituted an effective and proper revocation prior to death.

The application, on its face, contained the wording, “Application for Probate of Spoliated Will with Exhibit ‘A’ & First & Second Codicils.”

Issues.

(1) Is such an obviously altered will a “spoliated or mutilated will,” and as such, does it constitute a total revocation of such will, and codicils?

(2) May a copy of such excised or altered page of said will be introduced and made a part thereof?

The contestants ’ claim that the testator worked a complete revocation necessarily incorporates the contention that the testator did the cutting.

[38]*38Reference is made to the will as “spoliated.” “Spoliation,” as used in Section 2107.26, Revised Code, has been defined by our own Court of Appeals as “The doing of some act manifest on the face of the wifi, by someone other than the testator * * *.” In re Estate of Tyler (1952), 109 N. E. 2d 301, reversed on other grounds, 159 Ohio St. 492. While this is apparently the only Ohio case construing this word, the opinion cites very impressive authority for giving “spoliation” this technical meaning. This being so, Section 2107.26, Revised Code, which pertains to the admission to probate of a lost, “spoliated,” or destroyed will, appears to have no application to the case at bar. The will was not “spoliated.” Nor was it lost or destroyed within the meaning of Section 2107.26, Revised Code. “Lost and destroyed” are used in their popular meanings, the former referring to a will that cannot be found after a search but still may be in existence, and the latter to one that is not in existence. Merrick-Rippner, Ohio Probate Manual, Text, Sec. 65 (1960).

Consideration of Section 2107.26, Revised Code, can, therefore, be eliminated, and our efforts can be directed toward determining whether the testator revoked his will within the meaning of Section 2107.33, Revised Code.

Section 2107.33, Revised Code, in pertinent part provides that “A will shall be revoked by the testator by tearing, canceling, obliterating or destroying such will with the intention of revoking it, or by some person in such testator’s presence, or by such testator’s express written direction, or by some other written will or codicil executed as prescribed by Sections 2107.01 to 2107.62, inclusive, of the Revised Code, or by some other writing which is signed, attested, and subscribed in the manner provided by such sections.”

The original will unquestionably contained six legatees on page one thereof. The second codicil, executed subsequent to the original will and first codicil, contained language ratifying and confirming the original will dated March 5, 1963, and the first codicil dated April 23, 1963, in the following manner, “I hereby ratify and confirm my said last -will and testament of March 5, 1963 and my first codicil thereto,” (dated April 23, 1963) “in all other respects.” Thus, clearly the language of [39]*39ratification, and confirmation reveals the intent to ratify the original will.

Testimony adduced at the hearing (page 18 of transcript) in which Neath Wilson, scrivener of the original will and witness thereto, revealed that the testator, upon completion of the execution of the will, left the office with it. He (Neath Wilson, the scrivener) did not see the will again after its original execution.

It is to be noted that the scrivener, in response to cross-examination in regard to the first codicil, stated thus:

Q. “Did you have occasion to discuss the contents in that document (referring to the original will) with Mr. Downie (the testator) after this execution?” (Deferring to execution of the first codicil.)
A. “Yes, I think at the time the first codicil was drawn, he (the testator) said that was the only change he wanted to make in his original will, the only addition to it. ’ ’

The facts are undisputed that the cut and torn will was found in the personal effects of the testator after his death. There is, further, no evidence of his cutting or tearing of the will prior to his death, nor is there a clear showing of his intent to revoke said will, but, on the contrary, the fact remains that the two codicils were executed subsequent to the original will, in which there was a clear expression by the testator that he was ratifying and confirming all aspects of the will save and except those changes as set forth in the two codicils.

By operation of the facts the clear inference arises that the altering or cutting was done at some time subsequent to the execution of the two codicils, and prior to the testator’s death, or was done by a party or parties unknown.

Thus, does this single act of cutting or tearing a portion of the will constitute an intent to revoke the will in its entirety?

Reference is made to In re Estate of Tyler (1952), 159 Ohio St. 492. In that case, while the facts show that the will was in the custody of the testator from the time of execution until death and was found after the death of the decedent, the signature was torn off and Xs drawn in ink through the initials on the margin of each page. Certainly, under the circumstances, where no other party had access to the will, it was properly presumed to have been revoked, for there was no signed will in existence.

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Related

Rogers v. Rogers
2024 Ohio 5951 (Ohio Court of Appeals, 2024)
In re Estate of Steel
219 N.E.2d 236 (Cuyahoga County Probate Court, 1966)

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Bluebook (online)
213 N.E.2d 833, 6 Ohio Misc. 36, 35 Ohio Op. 2d 31, 1966 Ohio Misc. LEXIS 287, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-downie-ohprobctcuyahog-1966.