Mastrogany v. Purdue University

654 N.E.2d 1174, 1995 Ind. App. LEXIS 1038, 1995 WL 507171
CourtIndiana Court of Appeals
DecidedAugust 29, 1995
Docket45A03-9503-CV-68
StatusPublished
Cited by3 cases

This text of 654 N.E.2d 1174 (Mastrogany v. Purdue University) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mastrogany v. Purdue University, 654 N.E.2d 1174, 1995 Ind. App. LEXIS 1038, 1995 WL 507171 (Ind. Ct. App. 1995).

Opinion

OPINION

GARRARD, Judge.

This case presents the question of whether Mildred R. Funk revoked her last will and testament by mutilation before her death. The trial court answered this question in the negative. We affirm.

FACTS

Mildred R. Funk died on January 7, 1993 when she was 98 years old. The original copy of her will, executed on September 1, 1988, was found in a locked box at her home. 1 The will named the First United Presbyterian Church of Hammond, Indiana (FUPC) and the Scholarship Fund of Purdue University (Purdue) as residuary beneficiaries. After execution of the will, however, Ms. Funk had handwritten numerous notes on the typed document, including changes in beneficiaries and certain bequests 2 She had drawn lines through her bequests to FUPC and Purdue. In addition, page four was missing and a portion of page five had been cut out and then reattached by stapling. Ms. Funk's niece and sole heir by way of intestacy, Theodora Mastrogany, objected to probate of the will claiming that it had been revoked by mutilation. Record at 37-39.

At a trial to the court without a jury, attorney Joseph Reid testified that he prepared the will executed on September 1, 1988 for Ms. Funk. Although he had no recollection of discussing with Ms. Funk the formalities of execution, amendments, or revocation of a will, his normal practice is to explain these procedures. During the latter part of 1992, Ms. Funk telephoned Reid and wanted to meet with him to discuss some changes to her will. Record at 254. Ms. Funk indicated that she would call back to make an appointment. Reid did not hear from Ms. Funk *1176 again. Testimony at trial revealed that Ms. Funk maintained possession and sole control over her will. Moreover, the record indicates that she remained mentally competent and paid her own bills until she was taken to the hospital shortly before her death.

The trial court entered the following order on October 25, 1994:

The Court, having had the matter of the admission of the decedent's alleged will to probate, and objection to such probate, under advisement, now denies the objection and admits the will to probate as the last will of the decedent.

Record at 215. Mastrogany appeals.

. ISSUE

The sole issue presented for our review is whether the trial court's order probating the decedent's will was contrary to law.

DISCUSSION & DECISION

Mastrogany appeals from a negative judgment, and therefore the judgment of the trial court will only be reversed if it is contrary to law. Thus, we will set aside the Judgment of the court only if the evidence is without conflict and leads only to one result which is opposite that reached by the trial court. Matter of Estate of Borom (1990), Ind.App., 562 N.E.2d 772, 773-74.

In this state the revocation of a will in whole or in part is governed wholly by statute. Fletcher Trust Co. v. Morse (1951), 230 Ind. 44, 101 N.E.2d 658, 660-61. This statute provides that a written will can be revoked in' only one of two ways: (1) the testator or some other person in his presence and by his direction destroys or mutilates the will with intent to revoke, or (2) the testator executes another writing for that purpose which is signed, subscribed, and attested as required by statute. Further, a will can be revoked in part only by the execution of a second writing meeting all the statutory formalities. Ind.Code § 29-1-5-6 (West Supp. 1994). Our supreme court has summarized the two things that must occur to constitute a valid revocation as being: (1) an intent to revoke, and (2) an act manifesting the intention. Id. quoting Forbing v. Weber (1885), 99 Ind. 588, 589.

Mastrogany recognizes that the revocation of wills is governed by statute, but she argues a legal presumption in favor of revocation aids her in the present case. She relies upon the following language from a venerable supreme court decision:

We recognize as a settled principle of law that where the testator retains the possession or control of his will, and at or after his death it is not found, or is found thereafter in a mutilated 'or defaced condition, the presumption arises that he destroyed or mutilated it for the purpose of revoking it. But this presumption may be rebutted by evidence.

McDonald v. McDonald (1895), 142 Ind. 55, 41 N.E. 336, 345. In MeDonald, contestants of a will argued that the lost or stolen will of the late Senator Joseph McDonald had been replaced with a "pretended will." A jury found the pretended will had not been executed by the testator and set it aside. Id., 41 N.E. at 337. After affirming the lower court's judgment, the supreme court refused to probate the "lost" will since that question was not placed before it by any pleading in the case. Id. at 348.

This court has applied the presumption of revocation in subsequent cases involving wills which were in a testator's possession or control and could not be located after the testator's death. See Peres v. Gilbert (1992), Ind.App., 586 N.E.2d 921, 926, reh'g denied, (holding trial court's finding that missing will was presumed lost rather than revoked was contrary to law); Matter of Estate of Borom, 562 N.E.2d at 775 (finding that trial court incorrectly concluded that a missing will raised a permissive inference of revocation rather than a rebuttable presumption of revocation). The case at bar, however, does not concern a missing or lost will. Rather, Mastrogany claims that the presumption of revocation should apply to Ms. Funk's will due to its "mutilated" condition. Thus, we must determine what conditions constitute mutilation such that the presumption described in McDonald v. McDonald applies.

*1177 Fourteen years before it decided McDonald v. McDonald, our supreme court addressed the question of whether an act of revocation was the proper manifestation of the testator's intention to revoke a will. Woodfill v. Patton (1881), 76 Ind. 575. The testator had blackened his signature on the will with "a considerable number of parallel and cireular lines and some cross-marks made by a common lead peneil, and drawn over and about said signature." Id. at 577. The court rejected the English rule requiring partial or total destruction of the paper or parchment on which a will was written, and concluded that the will had been revoked by mutilation when the testator crossed out his signature. In discussing the meaning of the term "mutilate," the court stated:

Neither the term "destroy" nor the term "mutilate" should be given the narrow and restricted meaning for which appellee contends. "Mutilate" means something less than total destruction. Mere mutilation of a will would not, of itself, take from a will all legal force.

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Bluebook (online)
654 N.E.2d 1174, 1995 Ind. App. LEXIS 1038, 1995 WL 507171, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mastrogany-v-purdue-university-indctapp-1995.