Watts v. Choate

160 P.2d 432, 117 Mont. 505, 1945 Mont. LEXIS 75
CourtMontana Supreme Court
DecidedJune 14, 1945
Docket8558
StatusPublished
Cited by10 cases

This text of 160 P.2d 432 (Watts v. Choate) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Watts v. Choate, 160 P.2d 432, 117 Mont. 505, 1945 Mont. LEXIS 75 (Mo. 1945).

Opinions

MR. JUSTICE ADAIR,

delivered the opinion of the court.

This is an appeal from an order admitting to probate a warranty deed, a bill of sale and a letter as the holographic will of deceased.

John H. Watts, a long-time resident of Ravalli county, Montana, lost his wife in 1935 and thereafter lived alone on a 40-acre farm owned by him and located about 5 miles from Hamilton where, on April 14, 1943, he died at the age of 87 years leaving surviving him as his heirs, a sister, Mrs. Ida Choate, residing in the state of Oklahoma, a brother, James Watts, residing in the state of California, and the children of deceased sisters and of a deceased brother, none of whom were residents of the state of Montana.

At the time of his death the decedent owned the aforesaid farm together with certain livestock, machinery, implements, tools, household goods and equipment located thereon. In his house he had $845 in money. In a safety deposit box, which he *507 liad rented in a bank in Hamilton, be bad 4 certificates of deposit aggregating $3,200 and 13 participating certificates of tbe bank of tbe par face value of $1,243.89, all payable to bis order and also unendorsed. He also bad a checking account, deposits and other credits in tbe bank totaling more than ten thousand dollars.

A search was made to ascertain whether or not decedent bad left a last will and testament and for such purpose an officer of the bank, accompanied by tbe bank’s attorney, unlocked decedent’s safety deposit box in tbe bank and found among tbe contents thereof an undelivered warranty deed to tbe farm and an undelivered bill of sale of certain personal property possessed by decedent at tbe time of bis death. Both tbe deed and bill of sale were in favor of Ida Choate, of Wyandotte, Oklahoma, grantee.

Upon learning of decedent’s death bis sister, Ida Choate, came from her home in Oklahoma to Montana to attend tbe funeral, following which, on April 21, 1943, tbe bank’s attorney obtained from decedent’s safety deposit box tbe warranty deed and bill of sale and banded them to Ida Choate who purchased United States revenue stamps in tbe amount of $2.20, affixed same to tbe warranty deed and then, on tbe same day, caused the deed to be recorded in tbe office of tbe county clerk and recorder of Ravalli county.

Claiming title by virtue of tbe deed and bill of sale aforesaid, Ida Choate individually sold and conveyed tbe farm and, at public auction, sold the livestock, household goods and farm machinery, implements, tools and equipment thereon and kept the proceeds of such sales.

Mrs. Choate, being a non-resident, was not entitled to letters of administration but she did have the right to designate a competent resident for the office of administrator and this right she exercised on April 21, 1943, by a written request filed in the district court of Ravalli county requesting the appointment of Kathryn Bryson as administratrix of said estate. The court *508 made the requested appointment and Kathryn Bryson qualified and has since continued to act as such administratrix.

About five months later, Ida Choate filed in the district court of Ravalli county a petition alleging that decedent had made a holographic will which had been delivered to petitioner through the United States mail. The instrument is in the form of a letter alleged to have been sent by decedent from Corvallis, Montana, to Ida Choate and her husband, Joe Choate, at Wyandotte, Oklahoma. The letter is written in lead pencil upon two sides of a single sheet of paper. The original instrument has been certified to this court and is before us as a part of the record. There are 19 lines of writing on the front of the sheet and 13 lines on the back thereof. The wording and punctuation of the letter and of each line are as follows:

“June 9 1936

Corvallis Montana Joe and Ida S a still Her But not Feeling very good two much Rain Been Raing For a Weak Every thing Soak Crops good Will Haing as Soon as the Wether settle this kind of Wethe is Bad For my Rheutism But Whn it Clears up i Will Feel Better My Hans is Pritty Bad Cant Hardley Rite cant see very good Hapen Well ida if any thing To me Find you Will all My Bisnes Fix and in the Citszen Bank Still looks like Rain made ida over every thing Mrs Ellet cone and stade

*509 two Day and Wash and clean up Mr Whitsell No Better His lag is Stiff old Bad Not very good But Can talk Bnd Not Feeling very good But Still Works at the Carpen trade this a Bout all Got your letter sending Mary Mounment So you can see it Has clerd up Fine Morning Dont no when i will Get To Mail this letter as soon som one come a long

“John Watts”

The petition also alleges that the warranty deed and bill of sale are each a part of the alleged holographic will and that they “are the documents and instruments referred to by the said John Watts in the said holographic will, bearing date of June 9, 1936.”

Written objections to the petition to probate such instrument were filed by Kathryn Bryson, as administratrix of the estate, and by certain heirs of deceased.

At the trial special interrogatories were submitted to a jury and thereafter the court made certain findings of fact and conclusions of law followed by an order admitting the warranty deed, bill of sale and letter to probate. This appeal is from that order.

The question presented is: Should the warranty deed, bill of sale and letter, or any of them, have been admitted to probate as the last will of John H. Watts, deceased?

“The law makes certain evidence necessary to the validity of particular acts, or the proof of particular facts.” Section 10607, Revised Codes. “A last will and testament, except a nuncupative will, is invalid, unless it be in writing and executed with such formalities as are required by law. * * *” Section 10609, Revised Codes.

The formalities required by law for a valid nuncupative will *510 are set forth, in sections 6990-6999, Revised Codes; those required for a valid attested will are contained in section 6980, Revised Codes, while the requirements for a valid holographic will are enumerated in section 6981, Revised Codes.

The legislative purpose in enacting section 10609, Revised Codes, rendering a last will and testament invalid unless it be executed with such formalities as are required by law, is stated in Re Noyes’ Estate, 40 Mont. 178, 186, 105 Pac. 1013, 1016, as follows:

“The purpose of the formalities prescribed is to prevent simulated and fraudulent writings from being probated and used as genuine. While the application of the strict rule of construction may sometimes defeat the intention of the testator as manifested by an imperfectly executed and authenticated writing, yet in the long run such statutes tend to promote justice, by lessening, so far as possible, the opportunity for fraud, which history and experience have demonstrated to be feasible and measurably safe in the absence of them. [In re] Estate of Seaman, 146 Cal. 455, 80 Pac. 700, 106 Am. St. Rep. 53 [2 Ann. Cas.

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Cite This Page — Counsel Stack

Bluebook (online)
160 P.2d 432, 117 Mont. 505, 1945 Mont. LEXIS 75, Counsel Stack Legal Research, https://law.counselstack.com/opinion/watts-v-choate-mont-1945.