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Baker vs. Bancroft, executor

Supreme Court of Georgia1887-10-04
79 Ga. 672

Summary

Holding. The judgment of the superior court was affirmed. An executor named in a will who is also a subscribing witness is competent to probate the will and obtain letters testamentary, provided the will meets the statutory requirement of three or more competent witnesses; costs incurred in defending the probate against a caveat should be borne by the unsuccessful caveator under the general rule, though costs of probate itself may be drawn from the estate.

A married woman executed a will in 1885 naming an executor who was also one of three subscribing witnesses. Upon her death, the executor petitioned to probate the will in solemn form, and the husband challenged it. The superior court, after trial, upheld the will's validity and granted letters testamentary to the executor. The husband appealed, raising three objections: that an executor who is a witness cannot probate a will with only two other witnesses; that even if he could probate it, he could not receive letters testamentary on his own evidence; and that costs were improperly awarded against him.

The court rejected all three challenges. It held that under Georgia law, an executor named in a will is a competent witness to prove its execution, regardless of his interest in the estate, because the statute contains no exception disqualifying executors. The court similarly found no legal barrier to the executor obtaining both a judgment of probate and letters testamentary based on his own testimony. On the cost issue, the court acknowledged that estate funds might properly bear the costs of probate itself but found that costs incurred in defending against the caveat should follow the general rule—paid by the losing party.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether an executor who is a subscribing witness may probate a will
  • Whether an interested party (executor) is competent to testify as a witness to prove execution
  • Whether an executor may obtain letters testamentary on his own evidence
  • Allocation of court costs between the estate and the unsuccessful caveator

Procedural posture

The case was tried in the superior court on a caveat to probate; the superior court rendered judgment for the propounder-executor; the husband appealed.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Bleckley, Chief Justice.

A married woman made her will in 1885, and died. The will disposed of real and personal estate. All the personalty was given to her daughter; the realty was to be sold, and the proceeds, after paying her debts and the expenses of administration, were to be divided equally between her daughter and her husband. Another person was appointed executor; no legacy or devise was given to him. He was one of the subscribing witnesses to the will; there were only two others. He propounded the will for probate in solemn form, and his application was caveated by the husband. By appeal, the proceeding passed from the court of ordinary to the superior court. It was there tried, and a verdict rendered setting up the will. Judgment was rendered upon that verdict, declaring that the will was the last will of the testatrix, and providing for the granting of letters testamentary to the executor, and for costs against the caveator. A motion was made to set aside the judgment; that motion was overruled.

1. Three points are presented. The first is, that the will having only two witnesses besides the executor, could not be probated at all on his application; that, whether it might be upon the application of others, it could not be upon his; that he could not be both party and witness. A motion was made, some time in the progress of the case, to dismiss it for the want of a proper party as propounder. We hold that he was a competent witness to attest the will. One of three subscribing witnesses to a will, being named as sole executor, may propound it for probate in solemn form, and on the trial of a caveat he is a competent witness, under the code of Georgia, §3854, to prove the execution of the instrument. We think it follows from the language of that section, that his interest does not in any way disqualify him from testifying in the case ; and we cite Jones vs. Habersham, 63 Ga. 14(5; Stewart vs. Harrison, 56 New Hamp. Rep. 25; same case, 22 Am. Rep. 408. The requirement of our code, §2414, as to the attestation of wills is, that there shall be three or more competent witnesses; and by §3854, all are competent un less they are excepted in the statute, and there is no exception as to an executor.

The next point was, that if he was competent to probate the will and obtain j udgment of probate, he was not competent to obtain a judgment granting to himself letters testamentary, upon his own evidence, but that when the will was proved, the ordinary would have to treat it as a case for the appointment of an administrator with the will annexed. We think, for the same reason given before, that not only judgment of probate may be rendered at his instance, but judgment granting him letters testamentary.

A third point was as to the costs; and it is very likely that to the extent of the costs that would necessarily have accrued on the executor’s application to probate the will, the estate ought to bear the burden; but as to any cost that resulted from resisting the probate, the usual rule ought to apply, and the losing party ought to bear it. The general rule laid down by the code, §3675, is that the party that fails or is cast must pay the costs. An exception may exist to the extent of the costs of probate that would accrue in the absence of litigation. That seems to be indicated by the case of Varner vs. Goldsby, 22 Ga. 302; but here there was no effort to separate the costs. The question came up in the court below only on a motion to set aside the whole judgment, this being made one of the grounds of that motion; and of course the whole judgment ought not to have been set aside because costs may have been awarded improperly. It would have been enough to modify the judgment, and set it aside as to costs only, but there was nothing of that sort proposed. The usual rule is that, in a court of law, costs are to be paid by the losing party, and not out of the estate or fund in controversy. And this rule applies to the present case, there being in the court below no motion to apportion the costs.

Judgment affirmed.