In Re Estate of Farnsworth

176 N.W.2d 247, 84 S.D. 675, 1970 S.D. LEXIS 158
CourtSouth Dakota Supreme Court
DecidedMarch 24, 1970
DocketFile 10565
StatusPublished
Cited by2 cases

This text of 176 N.W.2d 247 (In Re Estate of Farnsworth) is published on Counsel Stack Legal Research, covering South Dakota Supreme 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 Farnsworth, 176 N.W.2d 247, 84 S.D. 675, 1970 S.D. LEXIS 158 (S.D. 1970).

Opinions

HOMEYER, Judge.

This is an appeal from a judgment denying probate of a purported will.

Chester George Farnsworth died on August 28, 1966, a resident of Minnehaha County, leaving an estate valued at a little over $100,000. The will was offered for probate by the executor therein named. Opposition to probate was filed by one of the decedent's four children. The Opposition alleged (1) lack of mental capactiy (2) improper execution and (3) undue influence. On (3) there was no evidence and on (1) there can be little doubt that decedent possessed testamentary capacity on May 7, 1952, the date the will was purportedly executed. The single important question involves execution.

The county court admitted the will to probate. Upon a de novo trial the circuit court found the document offered for probate bore the genuine signatures of the decedent and two witnesses, but since the witnesses did not recall the occasion or remember placing their signatures thereon, it concluded that the instrument had not been established as a valid will of the decedent and thus was not entitled to probate.

The will consists of six typewritten pages, single spaced. At the foot of the first page appears the following: "(Will of C. G. Farnsworth; Page 1) Chester G. Farnsworth, 5-7-52". The part in parentheses is typewritten. The remainder above the line is [678]*678the signature and handwriting of the decedent. The next four pages, except for page number, contain the same typewriting, signature, and handwritten date at the bottom. At the end of the will and at the foot of the last page appears the following:

The rule is well settled in this state and elsewhere that where a will bears the admittedly genuine signatures of the testator and two subscribing witnesses, together with a full attestation clause reciting due execution of the will in accord with statutory requirements, a prima facie case on proof of will has been established. In re Houda's Estate, 76 S.D. 388, 79 N.W.2d 289. It does not require the affirmative memory of either subscribing witness, Mahlman v. Kratzer, 80 S.D. 264, 122 N.W.2d 215, and there is strong presumption or inference of due execution. In re Ryan's Estate, 74 S.D. 359, 53 N.W.2d 11. Such proof gives rise to an inference of fact and has probative value. It does not disappear upon the introduction of contrary evidence. In re Houda's Estate, supra, Mahlman v. Kratzer, supra; In re Rowland's Estate, 70 S.D. 419, 18 N.W.2d 290. The burden of proving due execution is upon the proponent. Ross v. Taylor, 39 S.D. 608, 165 N.W. 1079.

This court has not heretofore had occasion to consider the question of proof of execution of a will in the absence of a full attestation clause or no attestation clause. In Sapp v. Protheroe; 77 S.D. 72, 85 N.W.2d 505, in a contest after probate, contention was made that a will was void on its face for want of due execution. Sheet one thereof contained the signature of the testator and the signature of three witnesses without an attestation clause. Sheets two and three were not witnessed. The decision in that [679]*679case turned on the doctrine of incorporation by reference. Nevertheless, this court recognized the county court had apparently determined that "Sheet 1" was a complete and formally executed will and sheets two and three were incorporated therein by reference. See also SDCL 30-6-24 and source statutes on proof of will when there is no contest.

While we feel the better practice is to include an attestation clause reciting compliance with statutory requirements upon execution of the will, we hold such a clause is not necessary under our statute, SDCL 29-2-6, which requires no formal attestation clause. Courts in other jurisdictions appear unanimously in accord. See 57 Am.Jur., Wills, § 296; 94 C.J.S. Wills § 196; 2 Bowe-Parker, Page on Wills, §§ 19.140 and 19.141 and cases cited. At page 268 of the latter, the text writers state:

"If the attestation clause is defective, if it is entirely lacking and some word such as 'witnesses', appears, or if there is not even such a word as 'witnesses', the effect of the signature of the witnesses is a question upon which there has been some conflict of authority. It has been said that the witnesses, by signing, vouch for the proper execution of the will as if there were a complete attestation clause, although, perhaps, less force is given to their implied declaration that the will is properly executed. In other cases it has been said that in the absence of an attestation clause, it is necessary to show affirmatively all the facts which are necessary to a proper execution." Precedents for each view are set forth in the footnotes.

SDCL 30-6-20 provides that in will contests, where the subscribing witnesses are not present in the county or are insane or incompetent, upon such showing being made to the court, the "court may admit the testimony of other witnesses to prove * ¥ * the execution of the will. In such cases the handwriting of the testator and of the subscribing witnesses must be established, * * In 95 C.J.S. Wills § 384(b), p. 269, it is stated:

[680]*680"Where, however, in proceedings for the probate of an instrument as a will, it appears to have been duly executed as such, and the attestation is established by proof of the handwriting of the witnesses or otherwise, although their testimony is not available, or they do not remember the transaction, it will be presumed, in the absence of evidence to the contrary, that the will was executed in compliance with all the requirements of law, including those relating to publication, attestation in the presence of the testator, acknowledgment, the affixing of the testator's signature prior to those of the witnesses, and the performance by the witnesses of their duty to see that the instrument was signed and to satisfy themselves of the testator's competency. This is especially true where the will contains a formal attestation clause, * * * and in some jurisdictions, although the attestation clause is held to lend weight, the presumption arises even in the absence of an attestation clause, although, in others, in the absence of an attestation clause, due execution of a will cannot be presumed merely from the proof of witnesses' signatures."

See also 57 Am.Jur., Wills, §§ 866, 867, Annot., 76 A.L.R. 617.

The problem with which we are here concerned confronted the California court under statutes essentially like ours in In re Pitcairn's Estate, 6 Cal.2d 730, 59 P.2d 90. The argument was made that recitals in the attestation clause furnish the basis for the presumption of due execution and an attempt was made to limit the presumption to cases where a full attestation clause is contained in the will. Answering this argument the California court wrote:

"In our view the distinction thus drawn is illogical and the rule is too narrow.

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Related

C.L. v. Edson
409 N.W.2d 417 (Court of Appeals of Wisconsin, 1987)
In Re Estate of Farnsworth
176 N.W.2d 247 (South Dakota Supreme Court, 1970)

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Bluebook (online)
176 N.W.2d 247, 84 S.D. 675, 1970 S.D. LEXIS 158, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-farnsworth-sd-1970.