Smith v. Alsobrook

565 S.W.2d 219, 1977 Tenn. App. LEXIS 275
CourtCourt of Appeals of Tennessee
DecidedJuly 1, 1977
StatusPublished
Cited by6 cases

This text of 565 S.W.2d 219 (Smith v. Alsobrook) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Alsobrook, 565 S.W.2d 219, 1977 Tenn. App. LEXIS 275 (Tenn. Ct. App. 1977).

Opinion

DROWOTA, Judge.

OPINION

This is an appeal from the judgment in a probate proceeding in which several holo[220]*220graphic instruments were propounded as the last will and testament of Gladys Dye. The sole issue presented is whether testatrix effectively revoked a devise of her realty in one of these instruments by the physical act of drawing lines through the provision containing it.

This litigation began with the filing of a petition to probate in solemn form a holographic instrument dated January 1, 1974, and purporting to be the last will and testament of testatrix. The petition was filed June 13,1974, by Mrs. Mary S. Alsobrook, a first cousin of testatrix who was also named as sole executrix in the instrument. This 1974 will, which was found in a lock-box containing other papers and possessions of testatrix, made no provision for disposition of her realty, consisting of her house and lot. During the course of the proceedings, serious questions arose as to the effect of another holographic instrument, which was dated February 2,1972, and which also purported to be Mrs. Dye’s last will. The 1972 will, which was found in the lockbox together with the 1974 will, named Mary Alsobrook executrix of testatrix’s personal estate but appointed Wesley Fortner executor of her realty. The 1972 will further provided that her house and grounds should be sold and the proceeds should be divided among Mary Alsobrook, D. L. Foster, another first cousin, and Mr. and Mrs. W. B. Smith, friends of testatrix who were not related to her. Two additional holographic instruments, written by testatrix in 1947 and 1967, were also offered for probate.

A hearing was held before Judge Spencer of the Circuit Court of Humphreys County after County Judge Bradley recused himself because he was mentioned in one of the instruments. On July 11, 1975, the court rendered judgment that the 1974 instrument was the valid and complete will of Gladys Dye in regard to her personal property, and that because of its inconsistency with them it superseded the three earlier documents in this regard. The court reserved judgment on the issue of testatrix’s realty until April 19, 1976, when it issued a memorandum opinion finding that testatrix intentionally revoked the 1967 will in writing the 1972 will, then effectively revoked the clause devising her realty in the 1972 will after becoming dissatisfied with that instrument, and finally wrote the 1974 will, in which she purposely chose not to make a disposition of her real property. The court concluded that she died intestate with regard to her real property. From a judgment embodying this conclusion D. L. Foster and Mr. and Mrs. W. B. Smith, named beneficiaries with Mary Alsobrook of the proceeds of testatrix’s realty in the 1972 will, were granted an appeal limited to the question of whether the trial court erred in finding that testatrix died intestate as to her realty.

The key provision in this case is obviously the provision of the 1972 will in which Mrs. Dye attempted to devise her realty. That provision appears on the first page of the. will and originally read as follows:

I appoint Wesley Fortner of Martin executor to handle my estate and sale of any real estate — my house & grounds to be sold and divided between Mary Also-brook, D. L. Foster and Mr. & Mrs. W. B. Smith of McEwen.

This entire provision has been lined through. In addition, the word “void” has been written over “Wesley Fortner” and over “& grounds,” “executor” has been changed to “executrix,” and Mary Also-brook’s name has been written in above Fortner’s. Alterations have also been made to the first two lines of the instrument, which originally read:

My Holographic Will dated — Feb. 21-1972 I, Gladys Sullivan Dye, being of sound mind and .

Here, between the lines, under “Will” and above “Sullivan” is written “(void) 12/30/73 revised.” The date “Feb. 21-1972” has been lined out, and “Jan. 1-1974” substituted immediately below it.

Testimony in the case firmly established that all four wills were in testatrix’s handwriting, and that the alterations made to the 1972 will were hers as well. All witnesses agreed that testatrix was a strong-minded woman, of sound mind until struck [221]*221by illness in February of 1974. She had told several people in December of 1973 that she was going to write, or in one case “copy,” her will. One witness testified that testatrix had often expressed dissatisfaction with prior wills, and had said in December of 1973 that she was finally going to write the will she had talked about for so long. Testatrix told a number of people in January 1974 that she was working on the will, but there was no indication that her last illness, beginning in February, interfered with this work. There was also conclusive testimony that testatrix was angry with Wesley Fortner, and it was for this reason that she had eliminated him from the 1972 will as executor of her real property. There is no doubt of this, for in a “codicil” on the last page of the 1974 will testatrix expressly states as much. There was no evidence that she was angry with appellants Foster and the Smiths.

Although there does not seem to be any authority in Tennessee squarely holding that revocation of a will in part by physical act is possible, indications are that this is the law. See 1 R. Pritchard, Law of Wills, § 270 (3d ed. 1955). For a revocation to be valid, concurrence of an intention to revoke and some act by the testator manifesting that intention is required. Donnelly v. Hendrix, 49 Tenn.App. 361, 355 S.W.2d 116 (1960); Parker v. West, 29 Tenn.App. 642, 199 S.W.2d 928 (1946). As with most will problems, the testator’s intent is thus the key.

Appellants Foster and Smith point out that Tennessee law indulges a presumption against any partial intestacy when a decedent dies testate, and especially so with regard to real estate. T.C.A. § 32-301; Williamson v. Brownlow, 219 Tenn. 464, 410 S.W.2d 878 (1967); Ledbetter v. Ledbetter, 188 Tenn. 44, 216 S.W.2d 718 (1949). The cases make clear that this presumption applies in absence of the appearance of a contrary intent and only when “the words used, by any fair interpretation, will embrace the property not otherwise devised.” McDonald v. Ledford, 140 Tenn. 471, 205 S.W. 312, 313 (1918). In the instant case, however, the devise of realty cannot be found to be embraced within the words of the will by fair interpretation, for testatrix specifically lined it out. This unequivocal act of cancellation of the realty clause necessarily is prima facie proof of a valid revocation by testatrix, which we do not think can be said to have been overcome by evidence of a contrary intent in the instant circumstances.

The evidence in this case, aside from the fact of cancellation itself, simply fails to show intent clearly and to rebut the strong inference of intent to revoke raised by the cancellation. Appellants argue that testatrix intended only to revoke the nomination of Fortner as executor.

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Cite This Page — Counsel Stack

Bluebook (online)
565 S.W.2d 219, 1977 Tenn. App. LEXIS 275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-alsobrook-tennctapp-1977.