Lind v. Muder

765 P.2d 997, 159 Ariz. 173, 23 Ariz. Adv. Rep. 22, 1988 Ariz. LEXIS 187
CourtArizona Supreme Court
DecidedDecember 6, 1988
DocketNo. CV-88-0063-PR
StatusPublished
Cited by1 cases

This text of 765 P.2d 997 (Lind v. Muder) is published on Counsel Stack Legal Research, covering Arizona Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lind v. Muder, 765 P.2d 997, 159 Ariz. 173, 23 Ariz. Adv. Rep. 22, 1988 Ariz. LEXIS 187 (Ark. 1988).

Opinions

CAMERON, Justice.

I. JURISDICTION

Respondent seeks review of the decision and opinion of the court of appeals, which reversed the trial court's admission of Edward Frank Muder’s will to probate. We have jurisdiction pursuant to Ariz.Const. art. 6 § 5(3), A.R.S. § 12-120.24 and Ariz. R.Civ.App.P. 23.

II. ISSUE

We must determine whether the purported will is a valid holographic will pursuant to A.R.S. § 14-2503.

III. FACTS

Edward Frank Muder died on 15 March 1984. In September 1986, Retha Muder, the surviving spouse, submitted a purported will dated 26 January 1984 to the probate court. The purported will was on a preprinted will form set forth as Exhibit A.

The daughters of Edward Muder by a previous wife contested the will. They were unsuccessful in the trial court and appealed to the court of appeals. A divided court of appeals reversed. In re Estate of Muder, 156 Ariz. 326, 751 P.2d 986 (1988). We granted Retha Muder’s petition for review.

IV. WAS THE DOCUMENT A VALID WILL UNDER A.R.S. § 14-2502?

The right to make a will did not exist at common law. It is a statutory right. 1 W. Bowe & D. Parker, Page on the Law of Wills at 62-63 (1960). Because the legislature has the power to withhold or to grant the right to make a will, its exercise may be made subject to such regulations and requirements as the legislature pleases. In re Estate of Wilkins, 54 Ariz. 218, 221, 94 P.2d 774, 775 (1939).

It is apparent that this was not a proper formal will pursuant to statute because only one witness signed.

Except as provided for holographic wills, ... every will shall be in writing signed by the testator or in the testator’s name by some other person in the testator’s presence and by his direction, and shall be signed by at least two persons each of whom witnessed either the sign[175]*175ing or the testator’s acknowledgment of the signature or of the will.

A.R.S. § 14-2502 (emphasis added).

Also, the document does not meet the requirements for a self-proved will. The self-proving affidavit does not state that the testator signed or acknowledged his signature, or the will, in the presence of witnesses. A.R.S. § 14-2504; See In re Estate of Mackaben, 126 Ariz. 599, 601, 617 P.2d 765, 767 (App.1980).

We agree with the court of appeals that the will is not valid under the formal will statute, A.R.S. § 14-2502.

V. IS THE DOCUMENT A VALID HOLOGRAPHIC WILL?

To serve as a will, the document must indicate that the testator had testamentary intent. In re Estate of Blake v. Benza, 120 Ariz. 552, 553, 587 P.2d 271, 272 (App.1978); see also In re Estate of Harris, 38 Ariz. 1, 296 P. 267 (1931). Testamentary intent requires that the writing, together with whatever extrinsic evidence may be admissible, establish that the testator intended such writing to dispose of his property upon his death. Blake, 120 Ariz. at 553, 587 P.2d at 272.

Because this will fails under A.R.S. § 14-2502, it is only valid if it can be considered a holographic will under the statute that provides:

A will which does not comply with § 14-2502 is valid as a holographic will, whether or not witnessed, if the signature and the material provisions are in the handwriting of the testator.

A.R.S. § 14-2503. This section was enacted in 1973 and replaced the previous holographic will statute that stated:

A holographic will is one entirely written and signed by the hand of the testator himself. Attestation by subscribing witnesses is not necessary in the case of a holographic will.

A.R.S. § 14-123 (1956).

Under the previous statute, no printed matter was allowed on the document. Litigation resulted because often a testator would write his holographic will on paper containing printed letterheads. Such printed matter was obviously not in the testator’s handwriting. To avoid the harsh result of denying such holographic wills admission to probate, courts created the “surplusage theory.” This theory held that the statutory words “wholly” or “entirely” were satisfied when the material provisions of the will were “wholly” or “entirely” in the handwriting of the testator, and that other written or printed material could accordingly be disregarded as surplusage. Arizona adopted the surplusage theory to preserve the validity of such holographic wills. See In re Estate of Schuh, 17 Ariz.App. 172, 173, 496 P.2d 598, 599 (1972); see also In re Estate of Morrison, 55 Ariz. 504, 510, 103 P.2d 669, 672 (1940) (it was important that the testamentary part of the will be wholly written by the testator and signed by him).

With the increased use of printed will forms, states with statutes similar to our previous statute requiring that a holographic will be entirely in the handwriting of the testator, applied the surplusage theory to the printed will forms by disregarding the printed matter and then looking to see if what was left made sense and could be considered a valid will. See Estate of Black, 30 Cal.3d 880, 641 P.2d 754, 181 Cal.Rptr. 222 (1982); Succession of Burke, 365 So.2d 858 (La.Ct.App.1978); Watkins v. Boykin, 536 S.W.2d 400 (Tex.Civ.App.1976); see also In re Estate of Johnson, 129 Ariz. 307, 630 P.2d 1039 (App.1981).

California considered this issue because its statute required that a holographic will must be entirely written, dated, and signed by the hand of the testator himself and that any matter printed that was incorporated in the will provisions had to be considered part of the will. Estate of Black,

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Matter of Estate of Muder
765 P.2d 997 (Arizona Supreme Court, 1988)

Cite This Page — Counsel Stack

Bluebook (online)
765 P.2d 997, 159 Ariz. 173, 23 Ariz. Adv. Rep. 22, 1988 Ariz. LEXIS 187, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lind-v-muder-ariz-1988.