Miles v. Bryant, No. S03A1258.
Decision Date | 17 November 2003 |
Docket Number | No. S03A1258. |
Citation | 589 S.E.2d 86,277 Ga. 362 |
Parties | MILES v. BRYANT et al. |
Court | Georgia Supreme Court |
OPINION TEXT STARTS HERE
Glen A. Cheney, Duann C. Davis, for appellant.
Cheney & Cheney, Curtis V. Cheney, Jr., for appellees.
The narrow issue presented in this appeal is whether the will of Margaret C. Tidwell is properly attested. Emilee Miles, the propounder of the will, appeals the grant of summary judgment in favor of Grace Bryant and the other caveators, denying the petition to probate in solemn form because of a lack of attestation. Because there are genuine issues of material fact that only a jury can resolve, we reverse.
The writing offered for probate consists of six typewritten pages with the first page being entitled "Last Will and Testament of Margaret C. Tidwell." As shown on the attached Appendix, on page 88, the will's last item is followed by the signature of Margaret C. Tidwell, Testatrix. The attestation clause follows Tidwell's signature and continues to page 89 where it is signed by two attesting witnesses, one of whom is Martha Marie Cooper. A self proving clause1 commences on page 89 and is completed on page 89 where it is again signed by the testatrix, Margaret C. Tidwell, by two witnesses, including one of the attesting witnesses, Martha Marie Cooper, and by Heather D. Capallo, a notary public.
Construed most favorably to the propounder Miles, for purposes of summary judgment 2 the record contains the following evidence. Cooper was Tidwell's friend for many years. She visited Tidwell almost daily during her hospitalization in November and December 2001. Tidwell told Cooper of her desire to execute a will. She wanted Cooper to witness her will and Cooper agreed to do so.
Upon opening the door to Tidwell's hospital room on December 10, 2001, Cooper saw Tidwell signing papers in Capallo's presence. After being invited into the room Cooper observed that the papers were Tidwell's will. Capallo told Cooper that she and Tidwell had already signed the will and Cooper also needed to sign it. Tidwell told Cooper where to sign, and, while in the room with Tidwell and Capallo, Cooper placed her signature on the will.
Capallo often notarizes signatures at the hospital. Each time she notarizes a signature of the hospital's patient, she confers with the medical staff and with any family members present and speaks "with the patient to ensure that they appear to know and understand what they are signing and briefly review the document with said patient." She was asked to notarize Tidwell's signature on December 10, 2001. While she has no specific recollection of any conversation, she remembers seeing Tidwell on that occasion. Although she claims she did not notarize Tidwell's first signature on the will, she states that she notarized Tidwell's signature on the self proving clause of the will.
1. The opportunity to determine the disposition of one's property at death by means of a will has long been a valuable right in this state.3 In order to preserve that right, from this Court's early days the rules relating to execution have remained simple and issues of proper attestation have generally presented fact issues for a jury.4
The proper execution of a will requires nothing more than a writing signed by the maker and the attestation of two competent witnesses in the maker's presence.5 The maker may either sign the will in each witness's presence or acknowledge her signature to the witnesses.6 The witnesses are not required to sign in the presence of each other.7 Nor is there any requirement that the maker and the witnesses sign on the same page.8 Additionally, proper attestation requires no particular form and proper attestation is not dependent upon the existence of an attestation clause, only that the witnesses' signatures are affixed to the writing.9
Most importantly for this case, Georgia law does not require publication; that is, the maker need not declare to the attesting witnesses that it is her will or reveal its contents to them. In 1923, in Slade v. Slade,10 this Court discussed at length the requirements of attestation and publication of wills. After an exhaustive survey of the relevant law, the Court concluded that publication is not required: "[i]t is not necessary that a testator shall declare the instrument he executed to be his will or that the witnesses know that it is a will."11 This holding retains its vitality.12 2. Applying this well-settled law to the facts of this case, it becomes clear that a jury issue exists on whether Tidwell's will was properly signed and attested. Either of the testatrix's two signatures on the will, properly attested, is sufficient under long-standing Georgia law, because there is no requirement that it be signed at any particular place, only that the writing be signed with testamentary intent. This Court has consistently upheld the validity of wills notwithstanding the fact that the maker's signature appears in an unusual place. For example, in Huff v. Huff,13 this Court held that the maker's signature below the attestation clause was adequate. Similarly, in Waldrep v. Goodwin,14 the Court held that the fact that the maker signed her will in the blank space of the attestation clause would not invalidate the will. Finally, more recently, in Hickox v. Wilson,15 this Court unanimously upheld a will in which the testatrix's signature appeared only on the third page, the self proving affidavit page, above the line designated for testator, and the notary public's signature appeared on the line intended for the testatrix's signature. In light of this precedent, Tidwell's signature, following the self proving clause and above the line designated for "Margaret C. Tidwell, Testatrix," is sufficient when signed with testamentary intent.
3. The record also contains sufficient evidence of attestation by two competent witnesses to survive summary judgment. As discussed above, the record shows that one of the attesting witnesses was Cooper,16 who signed the will in the hospital after observing Tidwell sign it, being told by Tidwell that it was Tidwell's will, and after hearing Tidwell acknowledge that she had already signed it. Capallo placed her signature as notary on the will in Tidwell's presence and after observing Tidwell sign it. Above the notary's signature is a clause that reads in part: "Sworn to and subscribed before me by Margaret C. Tidwell, Testatrix ..., this 10th day of December, 2001." This jurat is legal evidence that Ms. Tidwell signed her name as testatrix on this document in Capallo's presence.17 Capallo's statement that she did not recall that Tidwell declared the document to be her will does not destroy the validity of her signature. As discussed previously, there is no such requirement of publication in Georgia.
In summary, the evidence shows that the signatures of Tidwell, Cooper and Capallo are affixed to the six page writing, which throughout declares many times it is Tidwell's last will. The six pages of the will are physically connected. No one contests the validity of the signatures or the competency of Cooper or Capallo. It is undisputed that both of them saw Tidwell place her signature on page 6 and that Tidwell saw each of them place their signatures on that page. Where, as here, a written instrument purporting to be a will is signed by the maker and the signatures of two witnesses are affixed, the issue of proper execution and attestation is a question of fact for the jury. Accordingly, the trial court erred in granting summary judgment.
Judgment reversed.
All the Justices concur, except BENHAM, J., who dissents.
APPENDIX.
In the event.... IN WITNESS WHEREOF, I have hereto set my hand and affixed by seal, this the s/10 day of s/December, 2001.
s/ Margaret C. Tidwell MARGARET C. TIDWELL Testatrix
Signed, sealed, declared and published by MARGARET C. TIDWELL, as and for her Last Will and Testament, in presence of us, the undersigned, who at her special
[end page 4]
instance and request, do attest as witnesses, after said Testatrix has signed her name thereto, in our presence, and in the presence of each other.
This the s/10 day of December, 2001. Witness Address s/ Martha Marie Cooper [address written] ___________________________ Witness Address s/ Mark H. Meehan [address written]
Before me, the undersigned authority, on this day personally appeared MARGARET C. TIDWELL, s/ Martha Marie Cooper and s/ Mark H. Meehan
(Witness) (Witness)
....
[end page 5]
...., and that each of said witnesses was then at least fourteen years of age.
s/ Margaret C. Tidwell MARGARET C. TIDWELL TESTATRIX s/ Martha Marie Cooper Witness s/ Christopher B. Riggs Witness
Sworn to and subscribed before me by MARGARET C. TIDWELL, Testatrix, and sworn to and subscribed before me by s/ Martha Marie Cooper and s/Christopher B. Riggs, witnesses, this s/10, day of December, 2001.
s/ Heather D. Capallo Notary Public [Notary stamp affixed]...
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