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In re Will of Ledford

In Re Will of J. N. Ledford.

In re Will of Ledford, 97 S.E. 482 (N.C. 1918)
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Court
Supreme Court of North Carolina · State Highest Courts
Decided
December 4, 1918
Judges
AlleN
Citations
97 S.E. 482176 N.C. 6101918 N.C. LEXIS 308
Headnotes
Wills — Letters—Holograph Wills. A letter written by tbe deceased a few days prior to bis death, giving a list of bis property and effects and of bis indebtedness, and made in favor of bis wife, requesting tbe addressee to so invest bis property that sbe will “get it as she needs it,” so that she will have a plenty as long as she lives, etc., is valid as a holograph will appointing the addressee as executor, etc., when meeting the requirements of the law that it being the testator’s handwriting, his signature appearing therein, and sealed and found in the writer’s safe among his valuable papers, etc., there being no particular form of a will necessary, and the writing in question evincing an animo testandi. Spencer v. Spencer, 163 N. C., 88, cited and distinguished.
Summary
Appeal by caveator from Long, J., at tbe September Term, 1918, of EowaN. This is a caveat to a paper-writing offered for probate as tbe will of J. N. Ledford upon tbe ground of mental incapacity on tbe part of tbe said Ledford, and tbat tbe paper-writing offered for probate is a letter and not a will. Tbe issue of mental incapacity was found in favor of tbe propounders, and there is no exception thereto. The paper-writing offered for probate is as follows: Me. J. B. Ivey, ' 3/9/18. Charlotte, N. C. Deae Sie: — Please administer on my estate, and I want my wife (Ella Gnatt Ledford) to have everything I own, but invest it or fix it so she can get it as she needs it so she cannot lose it. Please look after Ella and tbe children and see that they have what is necessary and do not suffer. Liberty Bond.$ 500.00 I have stock in Bank of Cooleemee which is worth about. 3,000.00 I have stock in Cooleemee Telephone Company which is worth about . 1,250.00 I have stock in J. N. Ledford Company which is worth about.. 9,000.00 I have life insurance, $6,000; notes, $11,000; certificates of ’deposits, $2,500. 18,500.00 House and lot, $9,000; other items, $3,250. 12,250.00 $44,500.00 All I owe is a $500 note at Bank of Cooleemee. I am on only one note as security, and it is for $400 for A. D. Walker. My notes, insurance policies, stock certificates are in a tin box in the Bank of Cooleemee, and I have a personal drawer in the-safe of J. N. Ledford Company, with papers in it. Please do the very best you can for my wife and children. Fix my property so my wife will have plenty as long as she lives, if there is enough. J. N. Ledeobd. (Seal) Tbe circumstances with regard to this paper-writing having been sealed and put in an envelope and deposited in the safe of the J. N. Ledford & Co. along with all of the valuable papers of J. N. Ledford, and that the entire paper, including the signature thereto, under seal, was in the handwriting of J. N. Ledford, and that the paper-writing was placed in such sealed envelope and deposited in his safe with his valuable papers and had on it the name of J. B. Ivey — all these facts were admitted. . ■ The verdict of the jury having established the fact that J. N. Led-ford on 9 March, 1918, when this paper-writing was executed, had sufficient mental capacity to make a will, it was agreed by counsel that the other question was a question of law, that is to say, whether or not the paper-writing on its face is a will. The court held upon all the facts admitted and the findings of the jury and the inspection of the paper-writing itself, which was executed under seal, that the same is the will of J. N. Ledford, and to this ruling the caveators excepted and appealed to the Supreme Court from judgment rendered thereon.

Syllabus and headnotes are prepared by the reporter or publisher, not the court, and are not part of the opinion.

Opinion of the Court — AlleN

AlleN, J.

No particular form is required for the disposition of property by will, and “the distinguishing feature of all testamentary instruments, whatever their form, is that the paper-writing must appear to be written animo testandi.” Spencer v. Spencer, 163 N. C., 88 .

Tested by this principle, we have- no doubt as to the correctness of the ruling holding the paper-writing offered for probate to be in form a will. The paper was written by the maker two days before his death, and evidently in contemplation of death. It enumerates all of his property and contains a statement of his indebtedness; it gives everything to his wife, but wants it invested so the wife will “get it as she needs it,” and fixed so she will have plenty as long as she lives, and asks Mr. Ivey, to whom it is addressed, to administer on his estate. The maker could not have given stronger evidence of a purpose to settle his estate and to dispose of it after his death. The fact that it was in the form of a letter detracts nothing from its testamentary character. Numerous cases will be found in the notes to Richardson v. Hardee, 15 L. R. A., 635, and Milan v. Stanley, 17 L. R. A. (N. S.), 1126, in support of the principle stated in the latter that “The rule that an instrument is valid as a will, if properly executed, whatever its form, provided the intention of the maker was to dispose of his estate after his death, is applicable to writings in the form of letters.”

*613 Tbe case of Spencer v. Spencer, supra, is no authority for tbe position that a paper in form of a letter cannot be a will; it simply holds that the paper then offered for probate had none of the earmarks of a will.

Affirmed.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

1920: 11921: 21922: 11928: 11938: 11975: 21992: 119202026peak 1921 · 2

Relies on it most ⓘ

  1. In re the Will of Mucci213 S.E.2d 207 (N.C. 1975)
  2. Wells v. Lewis228 S.W. 3 (Ky. Ct. App. 1921)
  3. In re Will of Jarvis418 S.E.2d 520 (N.C. Ct. App. 1992)
  4. Rountree v. Rountree195 S.E. 784 (N.C. 1938)
  5. In re Will of Mucci209 S.E.2d 332 (N.C. Ct. App. 1975)
  6. In re Bennett103 S.E. 917 (N.C. 1920)

Most recent

  1. In re Will of Jarvis418 S.E.2d 520 (N.C. Ct. App. 1992)
  2. In re the Will of Mucci213 S.E.2d 207 (N.C. 1975)
  3. In re Will of Mucci209 S.E.2d 332 (N.C. Ct. App. 1975)
  4. Rountree v. Rountree195 S.E. 784 (N.C. 1938)
  5. In re Will of Thompson145 S.E. 393 (N.C. 1928)
  6. In re Will of Seymour114 S.E. 626 (N.C. 1922)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 1

DepthCaseCited by
Spencer v. Spencer, 79 S.E. 291 (N.C. 1913) 17

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