Matter of Estate of Wheadon

579 P.2d 930, 1978 Utah LEXIS 1319
CourtUtah Supreme Court
DecidedMay 11, 1978
Docket15329
StatusPublished
Cited by5 cases

This text of 579 P.2d 930 (Matter of Estate of Wheadon) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Wheadon, 579 P.2d 930, 1978 Utah LEXIS 1319 (Utah 1978).

Opinions

MAUGHAN, Justice:

This case deals with the question of whether a lost will should be admitted to probate, under the laws of the Probate Code as they existed before the enactment of the Utah Uniform Probate Code in 1977. The appellants (hereinafter referred to as petitioners) petitioned the court below to admit the will to probate, and respondents (hereinafter referred to as objectors) objected to the petition, and asked in their own petition that decedent’s estate pass by the intestacy laws of Utah. The matter was tried to a jury, at the close of all the evidence, the trial court directed a verdict in favor of objectors, and ordered the estate distributed according to the intestacy laws. We reverse, and remand for trial. Costs to appellants. All statutory references are to Utah Code Annotated, 1953.

The decedent, Harvard L. Wheadon, died on April 14, 1976. He was never married, and left no issue. He was survived by the objectors, George Wheadon, John Wheadon, and Bertha W. Tilbury, who are his brothers and sister. Also surviving him were the petitioners, Iris Jensen and Ellen Piercy, who are the daughters of Melvin Wheadon, the decedent’s brother who died in 1971.

Decedent executed a will on May 24, 1955, which left all his personal and real property to his brother, Melvin, and also named him executor of the estate. The parties do not dispute the contents of the will, which were proved by a conformed copy kept by decedent’s lawyer. The execution of the will was adequately proved, and the parties stipulated to the decedent’s mental capacity to make a valid will. Decedent’s lawyer, Mr. Dahl, testified he remembered the execution of decedent’s will, but not whether the decedent kept the original at that time. However, Mr. Dahl’s usual practice at that time was to give the client the original will, and his office records did not indicate he kept the original. In any event, apparently no one who testified at trial ever saw decedent’s will after its execution.

[932]*932In 1971, about two weeks after Melvin Wheadon died, decedent called his lawyer and stated he wished to name a new executor, since Melvin had died. On February 19, 1971, decedent executed a codicil in Mr. Dahl’s office naming Judy Burton and Sue Bateman, who had been decedent’s neighbors, as executrixes. The codicil made no other changes to the will, and the decedent expressed no dissatisfaction to Mr. Dahl with the distribution of the estate in the original will. Decedent asked Mr. Dahl to keep the original of the codicil, and decedent retained a copy, which was found in his safety deposit box after his death.

After decedent’s death, a diligent search of his house was made, and also of Mr. Dahl’s office. The safety deposit box was opened, and the copy of the codicil was found. Mr. Dahl found the conformed office copy of the will. On the morning of the trial, the tissue copy (normally given to the testator) also was found. The original will was never found, and no evidence exists tending to show it was destroyed, or merely lost.

From a review of the record, it appears Harvard L. Wheadon was aware of the importance of having a will. He wisely contacted an attorney to prepare and help him properly execute his will in 1955. In 1971, when his brother Melvin, the named executor, died, he again contacted his attorney to change executors by executing the codicil. Lawrence Leake, an old friend of decedent, testified decedent, at least twice, told him to get his affairs in order, or the “state will tell you where your estate is going.” Ray and Joyce Shephard, who were decedent’s neighbors and friends for the last five years of his life, stated by affidavit decedent told them several times he had a will and that anyone who did not was foolish. Judy Burton, who was decedent’s neighbor for years, stated she and decedent had a conversation about wills in March, 1976, approximately one month before decedent died. Judy’s stepfather had recently died without a will and she and decedent discussed the problems it created. She testified decedent indicated it was very important to have a will, and that everyone should have one. She asked, “Harvard, do you have a will?” He responded, “Yes, it’s in my safety deposit box.” On April 11, 1976, three days before decedent’s death, Judy Burton took him to the hospital, where he was to undergo surgery. After hearing a news bulletin on the radio that Howard Hughes had died and no will had been found, decedent expressed disgust that someone with such wealth would not have his affairs in order. To Darlene Oakeson, another friend and neighbor who was married to Judy Burton’s brother, decedent indicated in March of 1976 that he was upset that her husband’s stepfather died without leaving a will, and he stated his affairs were in order.

A well-established presumption of law exists as follows: when it is shown the testator made a will of which he had possession, or access to, but that it could not be found at his death, the law presumes the testator destroyed it himself, with the intent of revoking it. This presumption can be rebutted by sufficient evidence as was done in In re Frandsen.1 Such evidence may include declarations of the testator, which indicate his state of mind regarding the importance of his will, or his attitude toward the beneficiaries named in the will.2

Considerable evidence exists in this record tending to overcome the presumption decedent destroyed his will animus re-vocandi. We have noted decedent made statements to five people regarding the importance of having a will, or of having one’s “affairs in order.” These included statements made one month before he died to Judy Burton that he had a will, and to Darlene Oakeson that his affairs were in order, in the context of a discussion about wills. As he was going to the hospital, where he died three days later, he gave the [933]*933impression by his comments his affairs were in order. In addition to such comments, decedent’s actions in promptly returning to his attorney to execute a codicil after his brother died, who was the named executor in the will, illustrate decedent was diligent in attending to matters affecting the will. That the codicil only changed the executor and expressly reaffirmed the other provisions of the will indicates that in 1971, the decedent still felt the same way about the disposition of his estate as in 1955, and that his will existed at that time. In view of decedent’s attitudes, had he destroyed his will with the intent to revoke it after 1971, it is likely he would have contacted his attorney again to execute a different will, or at least to notify him to destroy the original of the codicil, which Mr. Dahl kept.

Decedent and Melvin, his brother, were apparently very close, and lived together many years. Petitioner Ellen Piercy was raised in the same house with decedent for about ten years; she testified that during that time, “decedent was like a second father to me.” The only testimony regarding any ill feelings of decedent toward petitioners was that decedent tried to buy some land adjacent to his home from them, which they had inherited from Melvin in 1971, and that decedent was disappointed because they would not sell him the land. No evidence at all was presented indicating any dissatisfaction of decedent with his will, and no evidence exists showing decedent made any will other than the one executed in 1955. In addition, no evidence was presented to show any bad feeling between decedent and Melvin, nor, with the exception of the incident mentioned above, between decedent and petitioners.

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Matter of Estate of Wheadon
579 P.2d 930 (Utah Supreme Court, 1978)

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Bluebook (online)
579 P.2d 930, 1978 Utah LEXIS 1319, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-wheadon-utah-1978.