South Carolina National Bank v. Copeland

149 S.E.2d 615, 248 S.C. 203, 1966 S.C. LEXIS 174
CourtSupreme Court of South Carolina
DecidedJuly 20, 1966
Docket18536
StatusPublished
Cited by3 cases

This text of 149 S.E.2d 615 (South Carolina National Bank v. Copeland) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
South Carolina National Bank v. Copeland, 149 S.E.2d 615, 248 S.C. 203, 1966 S.C. LEXIS 174 (S.C. 1966).

Opinion

Moss, Chief Justice.

Sarah Linda Welch, hereinafter referred to as Linda, a resident of Columbia, South Carolina, died testate on September 8, 1963, leaving a Will dated December 27, 1949, and a codicil thereto dated May 25, 1951. In the codicil Linda named the South Carolina National Bank of Charleston (Columbia Branch) as executor of her last will and testament. The executor proved the will and codicil in common form in the Probate Court of Richland County, South Carolina, on September 13, 1963. Thereafter, Eva Goggans Copeland, Eloise Welch Wri'ght, Crozier Welch and Drayton N. Barksdale, asserting that they were the next of kin of Linda, filed a notice requiring proof of the will and codicil in due form of law. The executor then [210]*210brought an action in the Probate Court for Richland County, joining as parties thereto the foregoing persons who asserted that they were the heirs at law and next of kin of Linda, praying that the aforesaid will and codicil be admitted to probate in due form of law.

This proceeding in the Probate Court resulted in an order dated September 4, 1964, admitting the will and codicil to probate in due form of law as the last will and testament of Linda. The heirs at law appealed from this order to the Court of Common Pleas, where, on a question of “will or no will”, issues of fact are tried de novo.

While the aforesaid appeal was pending, the executor, on October 16, 1964, filed an ex parte petition in the Probate Court seeking authority to file therein an inter vivos trust indenture of Robert A. Welch dated December 1, 1949, and an exemplified copy of his will dated March 19, 1948, and codicils thereto. This petition was granted by the Probate Court.

During the pendency of the aforesaid appeal, another action referred to as the “construction case” was instituted by the executor of Linda’s estate and the trustees of “The Robert A. Welch Foundation”. The heirs at law and next of kin of Linda were joined as defendants in this action.

The two aforesaid cases were, by stipulation, consolidated for trial and determination by the court without a jury. The consolidated cases were heard by The Honorable Bruce Littlejohn, Presiding Judge, on November 24, 1964.

Thereafter, on May 25, 1965, the trial judge filed a single order disposing of the two cases, in which he held that Linda had the mental capacity to make a will and such was not the result of undue influence, and that the codicil was validly executed. He further held that the will and codicil in question were valid testaments of Linda and that no other document was a part thereof or controlled the disposition of her estate; that she died intestate and that her heirs at law and next of kin were each entitled to a [211]*211distributive share of her estate. Notices of intention to appeal in the consolidated cases were served by counsel for all parties. The heirs at law perfected an appeal in the “will or no will case” only and the other parties perfected an appeal in the “construction case” only.

There is no appeal in this case from the finding of the trial judge that Linda had the mental capacity to make a will and such was not the result of undue influence. Hence, there is no issue here concerning these findings.

The appeal of the heirs at law and next of kin of Linda raises the question as to whether under our law the subscribing witnesses to a will or codicil must have knowledge that they are witnessing the execution of a testamentary document.

The record shows that Linda appointed Christie Benet, a resident of Columbia, South Carolina, to be the executor of her will. It appears that the named executor died prior to Linda’s death and, thereafter, by a codicil she substituted the South Carolina National Bank of Columbia, South Carolina, as her executor. The three witnesses to the execution of the codicil acknowledged their respective signatures and that they saw Linda sign her name to the document and they signed their names in her presence and in the presence of each other. However, they testified that they did not know that they were witnessing a testamentary document and that, in fact, the testatrix covered up the document so as to conceal its nature from them when they witnessed it. They did not see the attestation clause.

It is the position of Linda’s heirs at law that the codicil should be invalidated because the subscribing witnesses thereto did not know the nature of the instrument that they witnessed.

It is provided in Section 19-205 of the Code, that:

“All wills and testaments of real and personal property shall be in writing and signed by the party so devising or bequeathing such property or by some other person in [212]*212his presence and by his express direction and shall be attested and subscribed in the presence of the testator and of each other by three or more credible witnesses or else they shall be utterly void and of no effect.”

The only requirement provided in the foregoing statute is that a will shall be attested and subscribed in the presence of the testator and of each other by three or more credible witnesses. The statute does not require a publication of the will. It is a rule of general application that in the absence of a statute requiring it, it is not necessary that the testator should publish his will, or that the witnesses should know at the time they attested the will that the instrument was a will. It has also been generally held that publication of a will, or knowledge on the part of the witnesses that the instrument is a will, is not made necessary by statutes providing that wills shall be attested and subscribed by witnesses. 94 C. J. S., Wills, § 187(b), page 1010. The decisions of this court are in conformity with the foregoing general rule. Black v. Ellis, 21 S. C. L. 402 (3 Hill L. 68), Verdier v. Verdier, 42 S. C. L. 46, (8 Rich. L. 135), and Gable v. Rauch, 50 S. C. 95, 27 S. E. 555. It is our conclusion that the trial judge was correct in holding that the codicil in question was validly executed.

It appears from this record that Robert A. Welch, who was a brother of Sarah Linda Welch, was born in Newberry County and, while still young, moved to Texas where he lived until his death at the age of eighty years. There he amassed a sizable fortune from oil and other investments which amounted to approximately $30,000,000.00 at the time of his death. When Linda died at the age of eighty-two years, she had an estate of more than $1,000,000.00, which was the result of financial investments made by Robert for her. Robert was responsible for Linda’s decision to make a will. It was his advice that she followed in the type of will that was executed. Her will was typed in the office of an attorney here from a draft prepared by Robert’s attorney in Texas. It was copied verbatim from the Texas draft in[213]*213sofar as its trust provisions are concerned. Immediately upon its execution, the will was returned to Robert, or his attorney, in Texas, where it was retained until after Linda’s death.

Robert A. Welch, by his will dated March 19, 1948, created The Houston Foundation (now The Robert A. Welch Foundation), a perpetual charitable trust to be administered solely within the State of Texas, and devised and bequeathed to it an amount in excess of $25,000,000.00.

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Related

Welch v. Trustees of the Robert A. Welch Foundation
465 S.W.2d 195 (Court of Appeals of Texas, 1971)
SC NAT'L BANK OF CHARLESTON v. Copeland
149 S.E.2d 615 (Supreme Court of South Carolina, 1966)

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Bluebook (online)
149 S.E.2d 615, 248 S.C. 203, 1966 S.C. LEXIS 174, Counsel Stack Legal Research, https://law.counselstack.com/opinion/south-carolina-national-bank-v-copeland-sc-1966.