Lane v. Walker

42 P. 1082, 110 Cal. 387, 1895 Cal. LEXIS 1067
CourtCalifornia Supreme Court
DecidedDecember 10, 1895
DocketSac. No. 34
StatusPublished
Cited by71 cases

This text of 42 P. 1082 (Lane v. Walker) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lane v. Walker, 42 P. 1082, 110 Cal. 387, 1895 Cal. LEXIS 1067 (Cal. 1895).

Opinions

Henshaw, J.

Appeals from the judgment revoking the probate of a will, and from the order denying a motion for a new trial.

The facts disclosed by the evidence without conflict are as follows: The will of Ozias Walker, deceased, was written by C. Gr. Warren, the attorney at law of the testator, and was executed in the presence of H. C. White and 0. Gr. Warren, who were requested by the testator to attest, as witnesses, its execution. The requirements of the statute were complied with in all respects, saving that the witness C. Gr. Warren, in signing his name as a witness at the end of the will, inadvertently wrote the [390]*390name C. G. Walker, thus employing his own .initials but the testator’s surname.

Upon this showing the court revoked the probate of the instrument, and the propriety of its action in so doing is the sole question presented upon this appeal.

At the outset of this consideration it is proper to say that the right to make testamentary disposition of property is not an inherent right or a right of citizenship,nor is it even a right granted by the constitution. It rests wholly upon the legislative will, and is derived entirely from the statutes. In conferring that right the legislature has seen fit to prescribe certain exactions and requirements looking to the execution and authentication of the instrument, and a compliance with these requirements becomes necessary to its exercise. As has been said (In re O’Neil, 91 N. Y. 520, 521): While the primary rule governing the interpretation of wills when admitted to probate recognizes and endeavors to carry out the intention of the testator, that rule cannot be invoked in the construction of the statute regulating their execution. In the latter case courts do not consider the intention of the testator, but that of the legislature.”

As a prerequisite to the exercise of the testamentary right in this state, the legislature has prescribed for the execution and authentication of wills such as this the following requirements: 1. It must be subscribed at the end thereof by the testator himself, or some person in his presence, and by his direction must subscribe his name thereto; 2. The subscriptipn must be made in the presence of the attesting witnesses, or be acknowledged by the testator to them to have been made by him or by his. authority; 3. The testator must, at the time of subscribing or acknowledging the same, declare to' the attesting witnesses that the instrument is his will; and 4. There must be two attesting witnesses, each of whom must sign his name as a witness at the end of the will, at the testator’s request and in his presence. (Civ. Code, sec. 1276.)

It is not for courts to say that these requirements, or [391]*391any of them, are mere formalities which maybe waived without impairing the status of the instrument. It is not for courts to say that a mode of execution or authentication, other than that prescribed by law, subserves the same purpose and is equally efficient to validate the instrument. The legislative mandates are supreme, and there is no right to make testamentary disposition except upon compliance with those mandates.

It may be freely conceded that the question under consideration is of a nature purely technical, but it is to be remembered that the whole subject matter of the execution and authentication of wills is technical and nothing else; and it must not be forgotten that the technicalities are those which the law-making power has the right to impose and has imposed upon the maker of a will.

It will be noted in the section of the code above quoted that the duty enjoined upon the testator is to subscribe the will, while that imposed upon the attesting witnesses is that each must sign his name as a witness=. The difference is neither immaterial nor accidental. A testator may be illiterate, or he may by reason of paralysis, or other disabling cause, be incapacitated from signing his name, and the law has wisely and liberally provided for the due execution of a will by one so situated. It has required of him that he shall subscribe, and, while the word unquestionably has for one of its significations the signing of a name, it is a verb of comprehensive meaning. Any form or kind of underwriting is a subscription, and generally it has been held that any mark or writing by the testator meant by him to be his name, or to take the place of his signature, or to serve for his identification, will answer the requirements of a statute which calls merely for subscription or signing.

The same liberality of construction and interpretation has been put by the courts upon statutes which require the witnesses merely to subscribe or to sign.

[392]*392There are thus numerous cases under such statutes which hold, in effect, that any signing by which alone or by which, aided by parol evidence, the identity of the subscriber may be ascertained, substantially complies with the statute.

The case of the appellant upon this proposition cannot be more strongly' stated than in the following extracts from the learned work of Mr. Jarman, discussing the Victorian Wills Act:

“Examining the requirements common to the statute of frauds and the Wills Act in their order, the next condition prescribed for the validity of a will is that it should be signed, which suggests the inquiry, What amounts to a ‘signing’ by the testator? It has been decided that a mark is sufficient, and that notwithstanding the testator is able to write, and though his- name does not appear on the face of the will. A mark being sufficient, of course the initials of the testator’s name would also suffice. And it would be immaterial that he signed by a wrong or assumed name (since that name would be taken as a mark), or that against the mark was written a wrong name.” (1 Jarman on Wills, 6th ed., *79.)
“The next statutory requisition, which is common to the old and the present law, is that the will be ‘ attested and subscribed ’ by the witnesses. A mark has been decided to be a sufficient subscription.....The initials of the witnesses also amount to a sufficient subscription, if placed for their signature as attesting the execution.....A witness need not sign his own name if the name actually subscribed be intended to represent' his name; or a description (without any name) is sufficient if intended to identify him as a witness.....In fact, there seems to be no distinction in these respects between the word ‘sign’ and ‘subscribe’; any act, therefore, which, as before noticed, would be a good signature by a testator, would be a good signature by a witness.” (1 Jarman on Wills, 6th ed., *85, *86.)

[393]*393An examination of the cases bearing upon the interpretation of the English statute shows that the text of the learned author is fully supported.

The reasoning by which the conclusions are reached may be thus summarized:

To subscribe is to attest or give consent or evidence knowledge by underwriting, usually (but not necessarily) the name of the subscriber. But the place of the writing is immaterial, since a still more general meaning of the word “ subscribe” is to attest by writing, in which definition the locality is wholly disregarded. This is the reasoning of the leading English case of Roberts v. Phillips, 4 El. & B. 450.

To sign, in the primary sense of the word, is to make any mark.

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Bluebook (online)
42 P. 1082, 110 Cal. 387, 1895 Cal. LEXIS 1067, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lane-v-walker-cal-1895.