When an original of a will cannot be located, the courts
generally presume that the deceased person destroyed the original
will to make it null and void. There are ways to revoke a will, one
of which is it's physical destruction. While it is difficult to probate
a copy of a will, it is not impossible. Those who wish to probate a
copy of a will assume the burden of demonstrating that the person
(testator) did not intend to revoke his will by destroying it. Clear
and convincing evidence that a person other than the testator
destroyed the testament without the direct consent or permission of
the testator is sufficient to overcome the presumption that the
testator revoked the will by its destruction.
In a recent 2008 case, the courts ruled a copy of the will
could not be probated. Mr. Smith died in October of 2005. He
was survived by his wife, his mother and a child from a prior
marriage. He had executed a notarial will in March of 2002
naming his wife as universal legatee. If she predeceased him, the
will provided that his child from the prior marriage would be the
universal legatee. After his death the original 2002 testament was
never located. However, Mr. Smith had kept a copy of his will in
an unlocked strongbox in his home.
The wife filed a petition to probate the copy of the will.
His son opposed the probate of the copy. There was a two day trial
in which a number of witnesses testified. At the end of the trial,
the court declined to probate a copy of the will, declared it to be
invalid, and dismissed the wife's petition.
The wife appealed the Judgment. The Court of Appeals
summarized the basic law regarding probating a copy of a will.
They noted the methods of revocation of a will which included the
physical destruction of the will. When a testament cannot be
located at the testator's death, there is a presumption that the
testator destroyed the will with the intent of revoking it. This
presumption may be rebutted by clear proof: (1) that the testator
made a valid testament; (2) of the contents or substance of the will;
and (3) that the testament was not revoked by the testator. The
burden to provide this proof rests on the person wishing to probate
a copy of the will.
The Appeals court summarized the evidence presented at
trial. The decedent's surviving spouse introduced evidence of oral
statements by her husband that he did not want his son to inherit
from him and that he had a will to that effect. She also presented
evidence that her deceased's husband's son or mother may have
had access to his house in the days prior to his death. On the
other hand, the son produced evidence that his dead father's
relationship with the wife was less than perfect and the father
stated prior to his death that she "wasn't a wife to him."
Based on the conflicting testimony, the court of appeal
found that the wife had not rebutted the presumption that the
decedent destroyed his testament by clear and convincing
evidence. Therefore, the court of appeal affirmed the ruling of the
trial court which would not allow the copy of the will to be
probated.
The attorney who had prepared the 2002 will had no
personal recollection of the will, and according to his file, the
original will was mailed to Mr. Smith about a week after it was
signed. The court of appeal concluded that Mr. Smith definitely
received the original will as shown by the attorney's records.
In a different succession , the court allowed a copy of a will
to be probated. Mrs. Jones executed a will in 1993 in which she
left the majority of her estate to her church and to a Children's
Home . Following her death, the original will could not be
located. The court appointed a notary to conduct a search for the
will and a hearing was conducted. At the hearing an attorney who
had done work for the family testified that he met with Mrs. Jones'
children at Mrs. Jones' home after her death and at this meeting he
saw the 1993 will and recalled the basic provisions of the will.
Mrs. Jones ' children agreed that the meeting took place, but
denied that a will was discovered that day.
The trial court probated an original copy of the will. The
testimony of the attorney was clear proof that Mrs. Jones had
made a valid testament and that she had not revoked it. He also
testified as to the contents of the will.
Additionally, it may be possible to probate a copy of a will
if all legatees under prior wills or presumptive intestate heirs agree
to the probate.
Contact us for more information at 504-467-1092 or 504-467-1130 |