Revocation and Revival of Wills
Revocation and Revival of Wills
Revocation and Revival of Wills
June 1947
Recommended Citation
W. F. Zacharias, Revocation and Revival of Wills, 25 Chi.-Kent L. Rev. 185 (1947).
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CHICAGO-KENT
LAW REVIEW
Copyright 1947, Chieago-Kent College of Law
A. AS TO TESTAMENTS
testator either did1 6 or did not 17 intend to revive the earlier will
so no occasion arose to settle other problems posed in situations
like the one under consideration.
B. AS TO WILLS
The fact that the second will contained an express clause of revo-
cation and was not merely inconsistent with the first appears to
have been regarded as producing a distinction without a differ-
16Thus, in Usticke v. Bawden, 2 Add. Ecc. 116, 162 Eng. Rep. 238 (1824), and
in Welch v. Phillips, 1 Moore P. C. 299, 12 Eng. Rep. 828 (1836), oral statements
by testator shortly before death were held sufficient to disclose an intent to revive.
In Kirkeudbright v. Kirkcudbright. 1 Hagg. Ecc. 325, 162 Eng. Rep. 601 (1828),
the testator had made a will in 1824 giving all his estate to his wife. In 1825,
during a period of separation, he made a new will giving a legacy to his paramour
but which, he later said, he had done "to please the girl and prevent her from
relaxing in her attentions to me." This will was never thereafter found. Re-
sumption of cohabitation with his wife as well as declarations of the testator
during his last illness were held sufficient to produce a revival even assuming
the 1825 will to the paramour had been executed with testamentary intention.
17 Intestacy was declared in Moore v. Moore, 1 Phill. Ecc. 375. 161 Eng. Rep.
1016 (1816), Hooten v. Head. 3 Phill. Ecc. 26, 161 Eng. Rep. 1247 (1819), and in
Wilson v. Wilson, 3 Phill. Ecc. 543, 161 Eng. Rep. 1409 (1821), for the court
there found that the tenor of the testator's declarations, following upon the can-
cellation of a second will with express revocatory clause, were to the effect that
if he did not make a new will he would die without one.
is Eggleston v. Speke, 3 Mod. 258, 87 Eng. Rep. 170 (1688), was actually earlier in
point of time, but the case passed on the ground that the second instrument was
insufficient, under the Statute of Frauds, to revoke the earlier will because not
subscribed by the witnesses in the testator's presence. See also Onions v. Tyrer,
1 P. Wms. 344, 24 Eng. Rep. 418 (1716).
19 4 Burr. 2512, 98 Eng. Rep. 317 (1770).
20 4 Burr. 2512 at 2514, 98 Eng. Rep. 317 at 319.
REVOCATION AND REVIVAL OF WILLS
drawn from the fact that the earlier will had been preserved. -4
Such view, however, overlooks the possibility that the testator
may have intended to die intestate under the belief that the first
will had been nullified by the execution of the second and that
that instrument, in turn, was nullified at the time of its destruc-
25
tion or cancellation.
c. STATUTORY TREATMENT
a different scheme of disposition and did not expressly revoke the earlier provi-
sion. Express revocation would have been unwise since the codicil wes designed
to operate only if testator's widow married a person other than a natural-born
British subject. When the widow did marry an alien, the net result of testator's
failure to observe the requirements of the Rule against Perpetuities was to give
her a share of the estate by descent despite the obvious intention to cut her off
'with nothing. Cf., Baker v. Story, 31 L. T. Rep. 631 (1874).
83, Lord Merrivale. in Barkwell v. Barkwell, [1928] P. D. 91 at 101, declared:
"Cases beyond number have made it clear that words of revocation contained in
a will operate immediately upon its execution, so effectually, that without some
express act of revivor the revoked testament has thenceforward no existence."
34 [1897] P. D. 223.
85 [1938] P. D. 85.
REVOCATION AND REVIVAL OF WILLS
36 [1944] P. D. 109.
37 6 C. B. 201, 136 Eng. Rep. 1227 (1848).
CHICAGO-KENT LAW REVIEW
38 9 Moore P. C. 131, 14 Eng. Rep. 247 (1854). The Privy Council, however,
merely purported to distinguish the case before it from the one presented in Plenty
v. West.
39 See Dempsey v. Lawson. L. R. 2 P. D. 98 (1877) ; Jenner v. Ffinch, 5 P. D. 106
(1879) ; Estate of Bryan, [1907] P. D. 125; In the Estate of Fawcett, [1941] P.
D. 85. In the last mentioned case, a holographic instrument which lacked a
revocatory clause and did not state it was a "last will" was, nevertheless, given
effect since it could be construed to constitute a complete and different disposition
of the estate.
40 5 DeG. M. & G. 704, 43 Eng. Rep. 1044 (1854).
419 Moore P. 0. 131, 14 Eng. Rep. 247 (1854).
REVOCATION AND REVIVAL OF WILLS
A. STATUTES AS TO REVOCATION*
2. Revocation by Codicil
It is possible, both in England and in twenty-seven Ameri-
can jurisdictions, by virtue of express statutory language,
to revoke an existing will by the due execution of a codicil
63 Statutes without provision for an express revocatory clause in a subsequent
will, but indicating that the mere existence thereof is enough, may be found in
Ala., Ariz., Conn., Del.. Hawaii, Ind., Iowa, Me., Mass., Miss., Mo., Neb., Nev.,
N. Hamp., Ohio, Tex.. Vt., Wash., and Wis.
64 Statutory expression on that point is to be found only in Ga., La., Wis., and
Wyo.
65 Notable exceptions on this score among the statutes listed in note 63 ante,
are Ala., Hawaii, Ind., Mo., Nev., Ohio, and Wash., each of which contains a
provision on revival.
REVOCATION AND REVIVAL OF WILLS
plish that end by some tacit but inferrable intent,7" or (3) must
refer to the earlier will in precise terms of description at the
time he declares his purpose to revoke it.,-
There is also doubt over the point whether such "other writ-
ing" must produce a complete nullification of the former will or
can be used merely to revoke a part thereof. It has been noted
that under the statutes of most states a subsequent will can
serve to revoke the earlier one either in whole or in part.7 8 The
state statutes which permit a subsequent will to operate either
way, and which likewise permit revocation by the use of an "other
writing," logically authorize either partial or total revocation of
the former will in the fashion here considered.7 9 In the other
states, the "other writing" referred to must produce a total revo-
cation of the earlier will or else it can have no operative effect
whatever.8 0
Following the pattern already indicated with respect to sub-
sequent wills,"' a sizeable number of American jurisdictions pur-
port, by statute, to permit an "other writing" not only to revoke
but also to alter an existing will.8 2 Such language might be re-
garded as intimating that testamentary documents might be found
to consist of (1) wills, (2) codicils, and (3) anomalous "other
writings," were it not for the fact that wherever such "other
writing" might serve as an alteration of an existing will it ob-
tains its validity, in all instances, from the fact that it has been
76 See the statutes of Ala.. Ariz.. Dela., Ind., Kas., Me., Mass., Mich., Neb., N.
Hamp., Ohio, Vt., and Wis.
77 The New Mexico statute, Stats. Ann. 1941, Vol. 2, Ch. 32, § 32-108, says the
instrument should be one that "distinctly refers to such will."
76 See notes 57 and 58, ante.
79 Statutes which appear to permit either partial or total revocation may be
found in every state except Ala., Ark.. Cal., Colo.. Conn., Hawaii, Ill., Kas., Me.,
Mass., Nev., N. Mex., Ohio, Ore., and Vt.
so See note 79, ante. The statutes in Colo.. Conn.. Hawaii. and Nev., noted as
being an exception to the general rule that a subsequent will may produce either
partial or total revocation of an earlier will, do not permit the use of an "other
writing" for any purpose but limit revocation to wills and codicils.
st Note 59, ante.
s2 C. f., Ark., Cal.. Dela., Fla.. Ida., Kas.. Minn.. Mont., N. Y., N. Dak., Okla..
Pa.. S. Dak.. and Utah. The North Carolina statute contains two separate clauses.
The first, dealing with revocation alone, limits the other writing to one executed
pursuant to the usual formalities, while the second authorizes both alteration and
revocation by a holographic instrument.
CHICAGO-KENT LAW REVIEW
B. STATUTES AS TO REVIVAL
tion of "a second [or subsequent] will" does not revive the first
will. If, as is probably the legislative intent, the "second will"
referred to is one that produces a revocation because expressly
or impliedly so requiring, then the revival provision can have
significance, otherwise it flatly contradicts the prior expression
that the two or more wills are to be construed together so far as
possible. Assuming the former to be the case, and in those states
where no such conflict exists, it then becomes pertinent to exam-
ine the revival procedures established by statute for it certainly
ought not to be the policy of the law to compel a rewriting as
well as a formal re-execution of the original testamentary scheme
if the original document is still extant.
The English method calls for (1) a re-execution of the orig-
inal will, or (2) the making of a codicil thereto, either being ac-
companied by an intention on the part of the testator to revive
the revoked instrument. It is worthy of some note that only six
of the twenty-five statutes in this country bearing upon revival
go to the length of requiring re-execution of the original instru-
ment, 91 and only five out of those six indicate that a properly
executed codicil will suffice. 9 2 It cannot be said, therefore, that
the English statute, even though it may have furnished the idea
for statutory regulation of the subject, has had much influence
on the methods to be pursued in this country.
By far the predominant method utilized here is that of re-
.' Provisions found in the District of Columbia, Kentucky, Virginia. and West
Virginia are essentially similar in character if not in phraseology. They differ
from the English model in that they contain a proviso that the revival shall
be "only to the extent to which an intention to revive is shown." The statute
of Florida directs that the revoked will "may be republished and made valid by
the re-execution of the same with the formalities required by law for the execution
of wills." Such language raises a question as to whether the word "may" is to
be given permissive or mandatory effect. The Nevada statute permits revival
either if the subsequent will is revoked with intention to reestablish the earlier
one or if "the first will shall be duly re-executed."
.2 The Nevada statute omits reference to a codicil as a means of revival. The
Florida one contains a paragraph specifically recognizing that "a codicil referring
to a previous will has the effect of republishing the will as modified by the codicil."
it is doubtful, however, if a codicil would serve the purpose of reviving a revoked
will since the revival provision, while indicating that the earlier will "may be
republished," continues with the additional requirement that it be made valid
by the re-execution of the same with the formalities required by law for the
execution of wills." Republication alone would seem to be insufficient for the
purpose.
(JEICAGO-KENT LAW REVIEW
93 It is an alternative method under the statutes of Ala.. Ark.. Cal., Ida.. Ind.,
Kas., Mo., Mont., N. Y., N. Dak., Ohio. Okla., Ore., S. Dak.. Utah, and Wash.
None of these statutes require anything more than that the earlier will be "duly
republished," except for Kansas which, in 1939, added the qualification that the
republication should occur "in the presence of two or more competent witnesses
who shall subscribe the same in the presence of the testator." See Kas. Gen.
Stat. 1945 Supp., Ch. 59, § 59-612. According to Georgia and Hawaii. republica-
tion is the only method, although the former permits oral proof thereof.
94 Page, op. cit., Vol. 1, § 505.
.5The revival provisions usually indicate that the "republication" is to come
"after such destruction, cancellation or revocation" of the subsequent will. Italics
added. It might, then, be the concluding step in one continuous transaction or
could occur on some other and distinct occasion. Only under the statutes of
Arkansas, Missouri, Oregon and Washington could it be argued, because of the
noticeable omission of the phrase "after such destruction." that the ceremony of
"republication," whatever its form, should be a part of the transaction at which
the subsequent will is revoked and the earlier one revived.
REVOCATION AND REVIVAL OF WILLS