Poindexter v. Jones

106 S.E.2d 144, 200 Va. 372
CourtSupreme Court of Virginia
DecidedDecember 1, 1958
DocketRecord 4842, 4843
StatusPublished
Cited by23 cases

This text of 106 S.E.2d 144 (Poindexter v. Jones) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Poindexter v. Jones, 106 S.E.2d 144, 200 Va. 372 (Va. 1958).

Opinion

Miller, J.,

delivered the opinion of the court.

On May 13, 1956, Maude R. Snyder died, and on December 20, 1956, the clerk of the circuit court admitted to probate two holographic writings dated respectively March 8, 1938, and March 27, 1939, as the last will and testament of Maude R. Snyder, deceased.

Edith J. Poindexter is beneficiary under these two testamentary papers and for identification they are hereinafter referred to at times as the 1938 and 1939 wills.

On May 29, 1957, George L. Dovel, Olin A. Dovel and others, some of the heirs and distributees of Maude R. Snyder appealed from the order of probate and asserted that two cancelled holographic writings executed by Maude R. Snyder and dated respectively October 3, 1947, and August 9, 1950, impliedly revoked the will probated by the clerk and that decedent had died intestate. Though the two writings of 1947 and 1950 had been cancelled by the maker animus *374 revocandi by tearing off her signature and could not be probated as wills, yet it is not denied that they had been written wholly in the handwritting of Maude R. Snyder and signed by her, and that she then possessed testamentary capacity.

When the appeal from the probate order of December 20, 1956, was heard by the court, J. Hendley Jones, a nephew of decedent (one of decedent’s heirs and distributees who appealed from the clerk’s order of probate) tendered to the court another holographic paper writing dated August 20, 1953, and moved for its probate as Maude R. Snyder’s last will. It is as follows:

“Harrisonburg Va.
August 20, 1953
“I give all that I possess to my beloved nephew Hendley Jones
“Maude R. Snyder”

The admission to probate of this holographic writing, which, if it be a valid will, leaves all of decedent’s estate to J. Hendley Jones, was opposed by Edith J. Poindexter and other interested parties on the grounds that it was not a testamentary document and that Maude R. Snyder lacked testamentary capacity at the time it was executed. The court concluded that the writing was testamentary and that the maker possessed testamentary capacity when she executed it. The clerk’s order of probate was set aside and the writing of August 20, 1953, admitted to probate as Maude R. Snyder’s last will.

For an understanding of the import of the five holographic writings, it may be said that the 1938 and 1939 instruments, when taken together, left the whole of the maker’s estate to Edith J. Poindexter, with the exception of directing that she “put monuments to my parents and my grave.” The 1947 and 1950 wills left monetary bequests to numerous persons and to a church. In some instances the same donees were named as legatees in both wills but were bequeathed lesser monetary sums in the 1950 than in the 1947 will. Both the 1947 and 1950 wills named Edith J. Poindexter as beneficiary of the residuum.

Edith J. Poindexter was granted an appeal from the final order of probate, and George L. Dovel, Olin A. Dovel, and other heirs and distributees of decedent were also awarded an appeal.

There are several assignments of error presented in the two petitions for appeal but they may be consolidated and stated thus:

Edith J. Poindexter asserts that the court erred when it held that (a) the writing of August 20, 1953, was testamentary in character, *375 and (b) Maude R. Snyder possessed testamentary capacity when she excuted that document. She contends that the 1938 and 1939 writings constitute decedent’s last will and testament.

George L. Dovel, Olin A. Dovel, and other heirs and distributees of decedent (other than J. Hendley Jones), likewise assert that the court erred when it probated the writing dated August 20, 1953, for the reasons assigned by Edith J. Poindexter. They, however, also assign as error the court’s failure to hold that the 1938 and 1939 wills were revoked by implication by the inconsistent holographic and testamentary documents of 1947 and 1950 when they were executed, and that Maude R. Snyder, having revoked these latter instruments, died intestate.

Edith J. Poindexter meets this contention by asserting that the 1947 and 1950 instruments were only prospective or potential wills but never became operative in any manner because a will speaks only at the maker’s death, Spinks v. Rice, 187 Va. 730, 47 S. E. 2d 424, 20 M. J. Wills, § 2, and these documents were cancelled and destroyed by the maker animus revo candi. Finally she asserts that neither the 1947 nor the 1950 will was wholly in conflict with the 1938 and 1939 wills, and in any event, they could have only partially revoked the 1938 and 1939 wills.

The first question to be determined is whether or not the writing of August 20, 1953, is testamentary in character.

There is much testimony in the record tending to show the circumstances preceding and surrounding execution of the writing of August 20, 1953. It consists of conversations, statements and acts of Maude R. Snyder and others. Some of it is to the effect that the instrument was intended by the writer as a testamentary disposition of her property, but much tends to prove that it was never intended by its maker to be a will.

As the paper lacks on its face any indicia of animus testandi, evidence aliunde to prove that it was a will should not have been admitted.

If evidence that the writing was testamentary in character had appeared upon its face, then opponents might have offered proof that it had never been intended by its maker to be a will; that she did not execute it with testamentary intent. For example, if a law professor in teaching the subject of wills and merely intending to instruct his class on how a simple holographic will might be executed, wrote in his handwriting a brief paper devising and bequeathing his *376 property to a named person, signed it, and then died, but never intended it to be operative as a testamentary instrument though it carried indicia of testamentary intent, his heirs and distributees might offer evidence to show the true circumstances under which it was executed. In such a case, if evidence of lack of testamentary intent were offered to disprove animus testandi, then proponents of the will would be at liberty to offer evidence that tended to show that it was, in fact, executed animus testandi. As the example paper carried on its face indicia of animus testandi, it was entitled to be offered for probate as a testamentary instrument. Here the instrument of August 20, 1953, lacks on its face any evidence of testamentary intent and proof aliunde, either for or against that instrument, was inadmissible. Testamentary intent must appear within the four comers of the instrument,, and lacking that necessary indicia, it cannot be rightly probated.

This principle is treated by Judge Brockenbrough Lamb in his recent book, Virginia Probate Practice, 1951. There in § 33, page 66,

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Bluebook (online)
106 S.E.2d 144, 200 Va. 372, Counsel Stack Legal Research, https://law.counselstack.com/opinion/poindexter-v-jones-va-1958.