In re Bauer's Estate

Decision Date19 August 1940
Docket Number28017.
Citation5 Wn.2d 165,105 P.2d 11
CourtWashington Supreme Court
PartiesIn re BAUER'S ESTATE v. BAUER. ALBEE

Department 2.

Proceeding in the matter of the estate of Ernest F. Bauer, deceased, by George W. Albee, a minor, by his guardian ad litem, against Ray W. Bauer, wherein plaintiff filed a motion to vacate a decree admitting an alleged will of deceased to probate. From a judgment denying the motion, plaintiff appeals.

Reversed.

Appeal from Superior Court, King County; John A. Frater, judge.

Allen Carey & Roney, of Seattle, for appellant.

Croson Johnson & Wheelon and Robert O. Beresford, all of Seattle for respondent.

BEALS Justice.

Ernest F. Bauer and Edna Albee Bauer intermarried June 10, 1919. Their son, George W., was born during the month of September, 1920. June 26, 1926, by decree entered by the superior court for King county, Mr. and Mrs. Bauer were divorced. September 2, 1927, George W., the minor child of the parties, with the written consent of both of his parents, was legally adopted by his maternal grandmother, and his name changed to George W. Albee.

Ernest F. Bauer, who had for some years prior thereto lived in Alaska, returned to Seattle during the month of October, 1938, and resided in Seattle until his death, which occurred December 3, 1938. Mr. Bauer left a paper writing, bearing date August 16, 1937, which document was, on application of Mr. Bauer's brother, Ray W. Bauer, by the superior court for King county, by decree dated December 14, 1938, admitted to probate as the last will and testament of Ernest F. Bauer.

Ray W. Bauer, to whom letters testamentary were regularly issued, published notice to creditors, filed his inventory of the property of the estate, and after the expiration of six months, filed his final account as executor and petition for distribution. The executor tendered to George W. Albee, the son of the deceased, one dollar, upon the theory that the son was entitled to receive that amount under his father's will. The tender was refused, and the minor, through his guardian ad litem, appeared in the probate proceeding and moved to set aside the probate of the alleged will, upon the ground that the same had been improvidently and fraudulently admitted to probate. The minor also filed an answer to the final account and petition for distribution, alleging that he was the son and only heir of the decedent; that he was not named or provided for in the alleged will; that as to him his father died intestate; and that he, as his father's only child, was entitled to have the residue of the estate remaining in the hands of the executor distributed to him. The executor contends that his brothers, his sister, and George W. Albee should receive one dollar each, and that he should receive the balance of the estate.

After a hearing, the trial court denied the minor's motion to vacate the decree admitting the alleged will to probate, ruled that the deceased, as to his son, died testate, and approved the executor's final account and entered a decree of distribution, as prayed for in the executor's petition, distributing one dollar to the son of decedent, and awarding the residue of the property of the estate to the executor, Ray W. Bauer, holding that he was entitled to receive the same under the last will and testament of the decedent.

From the order and decree entered by the trial court, the minor, by his guardian ad litem, has appealed, assigning error upon the refusal of the trial court to vacate the decree admitting the will to probate, and upon that portion of the decree refusing to distribute the estate to appellant and awarding the same to the deceased's brother, Ray W. Bauer.

December 14, 1938, Ray W. Bauer filed his petition for probate of will, submitting therewith a document which he alleged was the last will and testament of his late brother, Ernest F. Bauer. A facsimile of this document follows:

(Image Omitted)

After alleging the death of Mr. Bauer in Seattle, King county, Washington, and that he left estate therein of the probable value of five thousand dollars, the petition sets forth that during the month of August, 1937, the decedent was in the employ of the United States government, stationed at Nome, Alaska, and that on August 16th, he executed his last will and testament; that at that time the laws of the territory of Alaska provided that 'Olographic wills, with or without attestation, shall be admitted to probate the same as other wills, and be proved in the same manner as other private writings,' Comp.Laws of Alaska 1933, § 4624; and that the document was a valid will under the laws of Alaska. Paragraph 2 of the petition alleges 'that said deceased left surviving the following as his only heirs, devisees and legatees,' then naming the three brothers and one sister mentioned in the so-called will.

On the day the petition was filed, a decree was entered admitting the document to probate as the last will and testament of Ernest F. Bauer. This decree, inter alia, states: 'That said will was duly executed as an olographic will without attestation in accordance with section 4624 of the Compiled Rules of Alaska, 1933.'

A minute entry, under date December 14, 1938, made by the clerk of the probate department of the superior court, entitled in the estate of Ernest F. Bauer, deceased, reads as follows:

'This matter comes on for hearing this day upon petition for probate of olographic will, the petitioner appearing in person and by counsel Bayley & Croson.
'Ray W. Bauer is sworn and examined. Bond set at $2000.00.
'Petition granted.'

Rem.Rev.Stat. § 1380, referring to the probate of wills, contains the following: 'All testimony in support of the will shall be reduced to writing, signed by the witnesses, and certified by the judge of the court.'

No such certificate was filed, and the record discloses nothing concerning the evidence which was introduced in support of the alleged will.

Concerning the question of whether the document is a holographic will, the following authorities indicate that it is not.

In 28 R.C.L. 161, § 116, is found the following: 'A holographic will, which in a number of jurisdictions is a recognized kind of testamentary instrument, is one entirely written, dated, and signed by the testator in his own handwriting. The validity of such a will owes its origin to the fact that a successful counterfeit of another's handwriting is exceedingly difficult, and that therefore the requirement that it should be in the testator's handwriting would afford protection against a foregery of this character * * * The formalities expressly prescribed by law for the execution of holographic wills must, however, be strictly observed or the will is void. The omission of any of them will not be overlooked on the ground that it is beyond question that the paper was executed by the decedent as his will while he possessed abundant testamentary capacity and was free from fraud, constraint, or undue influence, and there is no question of his testamentary purpose and no obstacle to carrying it into effect had his will been executed in the manner prescribed by the statute. A will is not holographic if any part of it, necessary to render the instrument complete or affecting its meaning, is not in the handwriting of the testator; and accordingly a typewritten instrument is not recognized as constituting such a will. So a will is not holographic when written by the testator on a stationer's blank form, a part of which is printed, and courts will not permit any evasion of the requirement or allow the probate of only that portion written by the testator.'

The following texts are to the same effect. Thompson on Wills, 2d Ed., chap. 3, § 29; 1 Page on Wills, §§ 363, 367. It seems to be the general rule that a holographic will must be entirely in the handwriting of the testator, and cannot be written in typewriting, nor can words which are part of the dispositive portions be inserted by the use of a rubber stamp. It is also stated that a will which is written in part on a printed form is not a holograph, if the written portions are not complete in themselves. 1 Schouler on Wills, 6th Ed., §§ 9, 427-429; 68 C.J. 719, §§ 402, 403. It has been held that to constitute a valid holographic will, every word must be in the handwriting of the testator. In re Thorn's Estate, 183 Cal. 512, 192 P. 19.

Appellant contends that the document which the court admitted as a holographic will shows beyond question on its face that it cannot on any theory be classed as such, and that the decree purporting to admit the writing to probate as a will is a mere nullity, and should be vacated as such. Whether or not the document can, on any theory, be said to be a holographic will, or any will, may well be doubted, but we find it unnecessary to determine this question, in view of our opinion on the questions raised by appellant under his second assignment of error. This also renders it unnecessary to discuss respondent's contention that appellant's attack on the decree admitting the document to probate as a will is in law a will contest, and was not instituted within the time limited by law for commencement of a will contest.

We shall now consider the proposition advanced by appellant that he is not 'named or provided for' in the document which was admitted to probate as his father's will, and which we shall hereinafter refer to as the will, and that he therefore, as his father's sole heir, should receive, as distributee, the entire residue of his father's estate.

In the first place, it should be noted that respondent admits that appellant is the son, and the only child, of Ernest F. Bauer deceased, and that, notwithstanding appellant's adoption by his maternal...

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14 cases
  • In re Benolken's Estate
    • United States
    • Montana Supreme Court
    • May 9, 1949
    ...and sisters of the testator and gave their residences. In longhand opposite these names the testator had written the following [5 Wash.2d 165, 105 P.2d 13]: 'Ray W. Bauer make what disposition he see fit with at least one dollar to each heir.' The court followed the Boman case and held that......
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    ...intent in the case of ambiguous wills. In re Estate of Torando, 38 Wash.2d 642, 645, 228 P.2d 142 (1951); In re Estate of Bauer, 5 Wash.2d 165, 173--174, 105 P.2d 11 (1940). On the other hand, extrinsic evidence will not be admitted in the construction of unambiguous wills. Carney v. Johnso......
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9 books & journal articles
  • Table of Cases
    • United States
    • Washington State Bar Association Estate Planning, Probate, and Trust Administration in Washington (WSBA) Table of Cases
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    • Washington State Bar Association Estate Planning, Probate, and Trust Administration in Washington (WSBA) Chapter 13
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    • United States
    • Washington State Bar Association Washington Law of Wills and Intestate Succession (WSBA) Table Of Cases
    • Invalid date
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