Moore v. Halberstadt

16 N.W.2d 819, 246 Wis. 263, 1944 Wisc. LEXIS 446
CourtWisconsin Supreme Court
DecidedNovember 15, 1944
StatusPublished
Cited by6 cases

This text of 16 N.W.2d 819 (Moore v. Halberstadt) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moore v. Halberstadt, 16 N.W.2d 819, 246 Wis. 263, 1944 Wisc. LEXIS 446 (Wis. 1944).

Opinion

Feitz, J.

On the trial the following facts were well established by the evidence and found by the court. The Halberstadt will was properly and regularly executed, witnessed, and attested on April 7, ,1938; and found after the testator Frederiksen’s death in a sealed envelope among his personal effects in his trunk in his room at the Kirar Hotel in Kenosha. The Moore will, which is on the face of one sheet, was prepared and dictated in April, 1937, by Edward J. Ruetz, a competent and reputable attorney, pursuant to directions given to him by Frederiksen, who then, — or on the day following, when the typed, but still unexecuted instrument was called for at Ruetz’s office, — was accompanied by Adeline Moore, the appellant. When this instrument was produced on the *266 trial it was in a torn, mutilated, and wrinkled condition, w-ith the torn parts fastened together by transparent adhesive tape. She testified it was in that condition, excepting for the tape, when Frederiksen left it in her possession in 1941, with the signatures thereon of Frederiksen, as the testator, and Robert E. and Ruth Anderson as attesting witnesses. In the instrument, when it was produced by appellant, there was entirely obliterated the fourth numeral necessary to specify the year of the execution thereof in the sentence, “In witness whereof, I have hereunto set my hand and seal this 29th day of April 193 — and because of the absence of that numeral, there cannot be determined from the face of the instrument itself whether it was executed by Frederiksen before or after he executed the Plalberstadt will on April 7, 1938. The Moore will, as prepared by Ruetz, was dated April 29, 1937. The line of the tear commences at the bottom of the sheet and extends nearly perpendicular through the attestation clause toward the year date, and then continues at an angle of about forty-five degrees through the space for the fourth numeral necessary to specify the particular year of execution, and onward to the right-side edge of the instrument. In the course of the tear through the attestation clause it transects one letter in each of the four lines of that clause, but these letters are still plainly visible. Flowever, the last numeral, which was in the year date, cannot be determined from the casual inspection of the will. As the line of tearing may be followed through the body of the will and wherever it is torn the letters transected by the tearing are plainly visible, it must appear that the person who did the tearing had in mind the destruction of the last numeral of the year date, and for that purpose tore the will. On the back of the instrument there are six ink spots arranged in nearly a square. The line of tearing and one ink spot is directly back of the destroyed numeral and shows through the front of the page at the point of the destroyed numeral. It may rightly be inferred that the ink spot *267 was placed after the tearing of the page. After the will was typewritten, someone typed over the figures “1-9-3” of the year date with a typewriter different from the one originally used. The will appears to be torn and mutilated in an attempt to destroy the last numeral of the year date after the will rvas signed by testator; it was designed by someone that the evidence that it was written in 1937 be wholly destroyed; it is possible, but not probable, that testator caused the year date to be typed over before signing, but it is highly improbable that he would destroy the last numeral in the year date;. the inference is strong that the numeral was destroyed by someone in an effort to show the will was not dated April 29, 1937. The appearance of the tearing and alteration indicates a design to destroy the last numeral and does not indicate an intent to revoke the will; the Moore will was dated April 29, 1937, and the attestation clause so recites. It is fairly in-ferable that the will was dated at an earlier time,than in 1939; no one can tell whether such date was 39 or 37 or 36.

In view of the facts thus found as to the obliteration of the fourth numeral, which was needed in order to specify the particular year'of the execution of the Moore will, there was a very material alteration; and in the absence of proof sufficient to satisfy the trial court that the date of the execution of that will was'subsequent to April 7, 1938 (date of the Halberstadt will), and that the obliteration of that numeral was not an unauthorized alteration, the court could not conclude that a revocation of the Halberstadt will was effected by the Moore will. Such an obliteration of a date which is a necessary and usual part of an instrument is a material alteration (2 Am. Jur. p. 643,- sec. 63; 1 R. C. L. p. 975, sec. 8) ; and there is applicable thereto, in the absence of proof sufficient to establish that it was authorized or to otherwise satisfactorily explain the alteration, the rule that the alteration of such a material date operated as a destruction of the instrument so that no rights between the parties can be asserted thereunder *268 or proven thereby. 2 Am. Jur. p. 617, sec. 28; 1 R. C. L. p. 999, sec. 30; Morley-Murphy Co. v. Van Vreede, 223 Wis. 1, 5, 6, 269 N. W. 664. As is stated in 1 R. C. L. p. 997, sec. 28; 2 Am. Jur. p. 608, sec 16,—

. . a contrary rule would open the door for fraud, and because the alteration changes the legal identity of the paper and causes it to speak a language differing in legal effect from that which it originally spoke, a result which would ensue however pure the intent with which the alteration was made, that the law holds the instrument to be null and void.”

Likewise there is applicable in this case the rule stated in 2 Page, Wills (3d ed.), p. 746, sec. 886, that, “If the will has been in the custody of the chief beneficiary, it is said that it is the duty of such beneficiary to explain the presence of pencil marks, together with other circumstances of suspicion. . . .” See In re Wilson, 8 Wis. *171; Schmidt v. Bauermeister, 279 Ill. 504, 117 N. E. 49; Hutchison v. Kelly, 276 Ill. 438, 444, 114 N. E. 1012; Jackson v. Osborn, 2 Wend. (N. Y.) 555, 559; Acker v. Ledyard, 8 Barb. (N. Y.) 514.

In In re Wilson, supra, a will was denied probate upon the trial court’s findings that certain alterations, which were not written by the testator, were made after the will was executed, and that the proponent, who had had possession thereof and claimed under it, failed to satisfactorily explain the alteration. This court said (p. *179) :

“A careful consideration of the testimony in this case, and more particularly an inspection of the will itself, have led us to the same conclusion as that arrived at by the probate court, which is that the will has been altered in a material part since its execution, and this alteration not being explained, must avoid the instrument. The principle of law has not been controverted by the counsel, who supports the validity of the will, that if there has been a material alteration by a person claiming under it, the will is thereby invalidated. He concedes that this rule of law is well established by many well-adjudicated *269 cases, and rests upon the soundest principles of morality and public policy. . . .

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16 N.W.2d 819, 246 Wis. 263, 1944 Wisc. LEXIS 446, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moore-v-halberstadt-wis-1944.