Smith v. Smith

70 S.E. 491, 112 Va. 205, 1911 Va. LEXIS 72
CourtSupreme Court of Virginia
DecidedMarch 9, 1911
StatusPublished
Cited by18 cases

This text of 70 S.E. 491 (Smith v. Smith) 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
Smith v. Smith, 70 S.E. 491, 112 Va. 205, 1911 Va. LEXIS 72 (Va. 1911).

Opinion

Cardwell, J.,

delivered the opinion of the court.

This writ of error brings here for review a judgment of the Corporation Court of the city of Alexandria, admitting to probate in that court a pencil writing claimed to be the last will and testament of George T. Smith, deceased.

The writing in question is on the front page of a book issued by the Southern Railway Company to' its employees, in which the employee was to keep certain records as to trains, and is as follows:

“Dec. 24, 1900 Every thing is Lous
“G. T. Smith, 314 South Patrick St. Ax Va.”

It appears that G. T. Smith was childless and died in the city of Alexandria in December, 1908, leaving surviving him his widow, Lula G. Smith; his father, Samuel H. Smith; and other relatives. For a short while after the death of G. T. Smith no will was found, but later his widow and her sister who conducted a boarding house in Alexandria city, were preparing rooms for boarders, and while emptying decedent’s trunk, which contained his clothes and personal effects, and which in his lifetime had been used by him for such purposes and had been placed and kept in,the garret of the house from shortly after decedent’s death, came across the book containing the writing above set out and claimed to be the will of said decedent. The decedent had been a railroad freight conductor, and had used like books in the course of his employment. Upon finding said book, the decedent’s widow, being in the possession of his real [207]*207estate, did not offer the writing in the book for probate as the will of her deceased husband, but did so later and after notice to decedent’s father, Samuel EL Smith, and next of kin and heir at law.

Samuel H. Smith contested the probate of the paper as the will of decedent, whereupon the issue of devisavit vel non was made up and tried by a jury; and after the proponent of the will had introduced her evidence, the contestant demurred thereto, and the jury rendered the following verdict: “ . . . that the paper writing offered for probate as the last yd 11 and testament of George T. Smith is wholly in the handwriting of the said George T. Smith, signature as well- as the body thereof, and that the said paper writing and every part thereof is the true last will and testament of the said George T. Smith, subject to the opinion of the court upon the questions of law arising upon the demurrer to evidence of Samuel H. Smith, the defendant in the issue.”

At a later term of the court the judgment here complained of was entered, overruling the demurrer to the evidence and admitting the paper in question to probate, “as the true last will and testament of George T. Smith, deceased.”

That “Lous” mentioned in the paper in question referred to decedent’s wife, Lula G. Smith, there is no room for doubt, and while there was some evidence offered by the proponent of the will tending to show that two different pencils were used in writing the body of the instrument and the signature thereto, the jury were warranted in finding that the whole paper, including the signature, was in the handwriting of the said George T. Smith — in fact, this is to be taken as admitted upon the demurrer to the evidence, as well as the fact that the person writing and signing the paper had sufficient intelligence to make a will. The sole question, therefore, for our determination is whether or not the said paper writing is a valid holograph [208]*208will? In other words, was this paper designed to be testamentary in character and purpose?

It is a settled rule in this country and in England that in determining whether the instrument propounded was intended to be testamentary, reference will be had to the surrounding circumstances, and the language will be construed in the light of those circumstances; and that if it shall appear under all the circumstances that the instrument was intended to be testamentary, the court will give effect to the intention, if it can be done consistently with the language of the instrument. But while the courts have gone far in construing almost any form of instrument to be a will, we have been unable to find a case in which a paper with nothing on its face to indicate that it was intended to be testamentary was held to be entitled to probate as a holograph will.

The essence of the various definitions of the word “will” as applied to the disposition of one’s property after his death, given by lexicographers, text-writers and in the decided cases is: “The legal declaration of a person’s mind as to the manner in which he would have his property or estate disposed of after his death; the written instrument, legally executed, by which a man makes disposition of his estate, to take effect after his death.” Underhill on L. of Wills, pp. 7-, 8; 2 Bl. Com. 499; 4 Kent’s Com. 490; Shep. Touch. 399; Schouler on Wills (3rd ed.), sec. 279.

Jarman on Wills (6th ed.), p. 26, says: “But if the instrument is not testamentary either in form or in substance (none of the gifts in it being expressed in testamentary language or being in terms postponed to the death of the maker), and if no collateral evidence is adduced to show that it was intended as a will, probate will not be granted of it as a testamentary document.”

In Schouler on Wills, supra, it is said: “Papers 'which are not clearly, on their face, of a testamentary character, [209]*209even though signed and attested, require to have the animo testandi shown to the satisfaction of the court.”

The rule, however, uniformly recognized is that to prove by declaration that a paper was intended as a will, declarations of a testator tending to show that it was intended as a will must have been made at the time that the paper was written, or, at least, must be shown to relate to the identical paper.

The opinion by Staples, J., in McBride v. McBride, 26 Gratt. 481, says: “It is necessary, however, that the instrument, whatever it may be, whether a note, settlement, or deed, should have been designed to operate as a disposition of the testator’s property. That identical paper must have been intended to take effect in some form. It must have been written animo testandi. In the language of Judge Cabell, a paper is not to be established as a man’s will merely by proving that he intended to make a disposition of his property similar or even identically the same with that contained in the paper. It must satisfactorily appear that he intended the very paper to be his will. Unless it does so appear, the paper must be rejected, however correct it may be in its form, how comprehensive in its details, however conformable to the otherwise declared intentions of the party, and although it may have been signed by him with all due solemnity.”

“He must have designed thereby to dispose of his property. He must have looked to that paper as the means by which an object was to be accomplished, and that object the disposition of his property after his death. Unless he intended this, the paper is not his will, whatever he may have called it.” See also Combs v. Jolly, 3 N. J. 625; Tyles v. Tyles, 2. Nott. & Mc.C. 531; Daniel v. Veal, 32 Ga. 589.

The opinion by the same learned Judge (Staples) in Burke v. Lee and wife, 76 Va. 386, says: “ & party seeking to maintain a devise must show it by the will itself, [210]

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Bluebook (online)
70 S.E. 491, 112 Va. 205, 1911 Va. LEXIS 72, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-smith-va-1911.