Willard J. Luff v. Ruth K. Luff

359 F.2d 235
CourtCourt of Appeals for the D.C. Circuit
DecidedMarch 24, 1966
Docket19311
StatusPublished
Cited by10 cases

This text of 359 F.2d 235 (Willard J. Luff v. Ruth K. Luff) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Willard J. Luff v. Ruth K. Luff, 359 F.2d 235 (D.C. Cir. 1966).

Opinions

FAHY, Circuit Judge:

The question is whether the last will and testament of Morris F. Luff, deceased, of whom appellant, Willard J. Luff, is a surviving brother and one of several heirs at law, was impliedly revoked. The will, dated April 7,1953, provided that testator’s entire estate should go to Ruth K. Luff, appellee, who then was his wife. Thereafter they separated. Some five years after the separation she sued for and obtained an absolute divorce [236]*236upon the ground of five years consecutive separation without cohabitation. A property settlement agreement entered into between the parties during the pendency of the divorce proceeding was made a part of the decree of divorce.1 There was no child, and neither remarried.

The will was found in testator’s apartment after his death. At his request it had been sent to him by his former wife after their divorce. She offered the will for probate. Appellant filed a caveat, and the issue as to the validity of the will came on for trial before judge and jury. Appellant relied entirely upon the divorce and property settlement as impliedly revoking the will. Appellee introduced considerable testimony tending to show that decedent should not be held to have intended to revoke the will. • At the close of all • the evidence the motion of appellee for a directed verdict in her favor was granted, the will thus being given effect. We reverse, being of opinion that the divorce with property settlement revoked the will by implication of law. In so holding we follow the majority rule, which we think has the support of better reasoning.

We discuss first whether our Gode provisions respecting revocation, in effect during the relevant times, set forth in the margin,2 allow revocation implied in law. At one time these provisions were thought not to do so. See McGowan v. Elroy, 28 App.D.C. 188, and Morris v. Foster, 51 App.D.C. 238, 278 F. 321, cert. denied, 259 U.S. 582, 42 S.Ct. 586, 66 L.Ed. 1074.3 However, in Pascucci v. Alsop, 79 U.S.App.D.C. 354, 147 F.2d 880, decided in 1945 with an opinion by Chief Justice Groner, joined by Associate Justices Justin Miller and Edgerton, this court reconsidered and departed from Morris v. Foster. Following the common law the court held that where an unmarried testator, without child by a former marriage, executed a will which contained no provision for any child of a subsequent marriage, and remarried, followed by birth of a child, the will was impliedly revoked. The basis for the doctrine thus approved is that such change in the testator’s condition or circumstances gives rise to a legal presumption of an intention inconsistent with a previously executed will.

Appellee contends, however, that the common law did not extend to an implied [237]*237revocation by reason of divorce with a property settlement; and we find no case in the early common law, when divorce was rare, contrary to this contention. Moreover, courts have not infrequently stated that the principal grounds for implied revocation at common law were a subsequent marriage of a woman or a subsequent marriage of a man with birth of a child. But this does not end our inquiry.

The doctrine of implied revocation due to change of condition or circumstances came to be recognized in a number of states by statute.4 Many state statutes, after specifying as does our Code the usual means of revoking a will, swpra note 1, go on to provide, “but nothing in this section will prevent the revocation implied by law from subsequent changes in the condition or circumstances of the testator.”5 While this language did not appear in our Code when this case arose,6 nevertheless, as we have seen, this court in Pascucci v. Alsop read the common law doctrine into our decisional law. It is urged, however, that since our Code did not contain explicit statutory authorization of revocation by implication the circumstances under which this occurred in this jurisdiction must be limited to those found in early common law decisions. We do not agree. Once the doctrine was accepted, as in Pascucci v. Alsop, we think it should not be limited to the particular circumstances which gave rise to it, if at this period of our history changes in marital relations in other respects, here divorce and property settlement, which were rarely known at the time of the early cases, bring the situation within the rationale of the doctrine. Accord, Rankin v. McDearmon, 38 Tenn.App. 160, 270 S.W.2d 660. The doctrine itself, as distinct from the occasions which originally gave rise to it, is not limited in its application solely to those occasions. And where implied revocation has been recognized, and the circumstances of its application left to the courts to decide, as here, we turn to decisional and statutory law in other jurisdictions for guidance as to whether a divorce with property settlement is such change in condition or circumstances as brings the doctrine into play.

The trend of statutory law in other jurisdictions is to include changes other than such as were present in Pascucci, including marriage alone and divorce alone.7 And the weight of decisional law is now to the effect that when a married man makes provision in his will for his wife, and is thereafter divorced, with a property settlement between them, such change in the condition and circumstances of the parties impliedly revokes the previously executed will in favor of the wife. The cases are numerous. While some are of an early period in our history, the weight of authority persists to the present time. Lansing v. Haynes, 95 Mich. 16, 54 N.W. 699; Wirth v. Wirth, 149 Mich. 687, 113 N.W. 306; In re Hall’s Estate, 106 Minn. 502, 119 N.W. 219, 20 L.R.A.,N.S., 1073; In re Battis, 143 Wis. 234, 126 N.W. 9; In re Martin’s Estate, 109 Neb. 289, 190 N.W, 872; Younker v. Johnson, 160 Ohio St. 409, 116 N.E.2d 715; Caswell v. Kent, [238]*238158 Me. 493, 186 A.2d 581. In Caswell v. Kent, decided in 1962, it is stated:

The majority rule clearly rests on the assumption based upon common knowledge and experience that it is so rare and so unusual for a testator under these circumstances [divorce and property settlement] to desire or intend that his divorced spouse should benefit further under his will, that it is not improper or unreasonable to require that such a testator make that extraordinary desire and intention manifest by a formal republication of his will or by the execution of a new will.

Caswell v. Kent, supra at 582-583.

In a Memorandum Opinion of the late Chief Justice Bolitha J. Laws of our District Court in Estate of Hale Plahn Daugherty, Admin. #69,504, cited at 1 Mersch, Probate Practice in the District of Columbia § 672 (2d ed. 1952), it is said:

“It appears to be the weight of authority that a divorce coupled with a property settlement would revoke a will previously made. Such a settlement is said to be plainly inconsistent with the provisions of the will.”8

Thus we find support for our position that we should not limit application of the doctrine to such cases as Pascucci, but appropriately should apply it in the circumstances of this case.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Huang v. Atty Gen USA
Third Circuit, 2007
Estate of Reap v. Malloy
727 A.2d 326 (District of Columbia Court of Appeals, 1999)
Matter of Estate of Carroll
749 P.2d 571 (Court of Civil Appeals of Oklahoma, 1988)
Richards v. Liles
435 A.2d 379 (District of Columbia Court of Appeals, 1981)
Capriotti v. Millsaps
599 P.2d 237 (Court of Appeals of Arizona, 1979)
Maynard v. Maynard
209 S.E.2d 58 (West Virginia Supreme Court, 1974)
Ninno v. Prudential Insurance Co. of America
50 Pa. D. & C.2d 102 (Northampton County Court of Common Pleas, 1970)
Willard J. Luff v. Ruth K. Luff
359 F.2d 235 (D.C. Circuit, 1966)

Cite This Page — Counsel Stack

Bluebook (online)
359 F.2d 235, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willard-j-luff-v-ruth-k-luff-cadc-1966.