SUPERIOR COURT OF NEW JERSEY
APPELLATE DIVISION
A-2430-95T2
IN THE MATTER OF THE
ESTATE OF KATEY LAGRECA, a/k/a
ROSE LAGRECA, DECEASED
_________________________________________________________________
Argued January 7, 1997 - Decided January 28, 1997
Before Judges Pressler, Stern and Wecker.
On appeal from the Superior Court of New Jersey,
Chancery Division, Probate Part, Bergen County.
Joan Atkins Porro argued the cause for
appellants/cross-respondents John R. and Nancy LaGreca
(Porro and Porro, attorneys; Ms. Porro on the brief).
Kenneth C. Dolecki argued the cause for
respondent/cross-appellant Diane LaGreca.
The opinion of the court was delivered by
WECKER, J.S.C. (temporarily assigned).
This is an appeal and cross-appeal from a Chancery Division judgment resolving a dispute between children of Katey Lagreca regarding the disposition of her residuary estate and the appointment of an executor. The issues raised by this appeal are whether decedent's execution of a codicil to her will revokes the inconsistent provisions of the prior will and if so, whether her destruction of the codicil revives the original will provisions. The Chancery Division judge concluded that the execution of the codicil revoked the inconsistent will provisions, and those provisions were not revived by the destruction of the codicil because the decedent did not observe the formalities required by
N.J.S.A. 3B:3-15. We affirm substantially for the reasons set
forth in Judge O'Halloran's well-reasoned oral opinion.
These facts are undisputed. Katey Lagreca, the widowed
mother of John, Anthony and Diane, executed a valid will on July
14, 1982, naming her son John as sole executor. She provided
several nominal, specific bequests to her two other children,
Anthony and Diane, and to several grandchildren. Katey left the
entire residuary estate to John. On May 5, 1987 Katey executed a
valid codicil naming Diane as sole executor and devising her
residuary estate to John, Anthony and Diane in equal shares.
Katey Lagreca died on September 18, 1987.
On January 11, 1988 John submitted the 1982 will for
probate, and letters testamentary were issued to him. On June
11, 1993 Diane filed a verified complaint seeking probate of a
copy of her mother's 1987 codicil, the discharge of John as
executor and her own appointment in that capacity. After a four-day trial, Judge O'Halloran rendered an oral decision expressing
doubt about the credibility of each of the parties, but finding
that the decedent was competent to execute both the will and the
codicil, that she destroyed the original codicil with the
intention of revoking its provisions, and that she neither re-executed the original will nor executed a new codicil expressing
an intent to revive the earlier provisions. The judge therefore
ordered the residuary estate to be distributed equally among the
three children of Katey Lagreca, in accordance with the intestacy
statute, N.J.S.A. 3B:5-4. The judgment discharged John as
executor and permitted any of the three children to apply for
appointment as administrator pursuant to N.J.S.A. 3B:10-2.
Since the trial judge had the opportunity to weigh the
credibility of all the evidence, Close v. Kordulak Bros.,
44 N.J. 589, 599 (1965), his clearly expressed findings of fact are
entitled to deference. Rova Farms Resort, Inc. v. Investors Ins.
Co.,
65 N.J. 474, 484 (1974). There is sufficient credible
evidence in the record to support those findings.
The trial judge concluded as follows with respect to the
legal issues raised by this appeal:
I conclude that at the time decedent executed
her codicil she revoked the inconsistent
paragraphs 9 and 12 of her Will. Those
paragraphs in the Will left the residuary
estate to defendant John and nominated him
executor, whereas the codicil left the
residue to the 3 children equally and named
plaintiff Diane executrix. Revocation was
contemporaneous at the time of execution of
the codicil. It did not await the time of
decedent's death.
When decedent later revoked the codicil did
paragraphs 9 and 12 of the Will revive?
I find that under statutory and case law the answer to this question must be no. The statute is clear. 3B:3-15 says that a revoked Will shall not be revived except by re-execution or by a duly executed codicil expressing an intent to revive it. I understand the logic of defendant John's argument that since decedent revoked the codicil and kept the Will she must have intended that the old plan go into effect with the residue to him otherwise revocation of the codicil which left the residue to the 3 children would have been for naught since the effect of revocation without revival of the Will is to leave the residue to the 3 children by intestacy. But in the area of Wills, the Court must scrupulously follow
statutory law which was enacted to prevent
fraud and decedent simply did not re-execute
her Will or execute a codicil to express an
intent to revive it and therefore did not
comply with the statute. It is the duty of
the Court to ascertain the intent of the
testatrix but this must be done in conformity
with the controlling statutes.
The applicable statutes are N.J.S.A. 3B:3-13 and N.J.S.A.
3B:3-15. Section 13 provides in pertinent part:
A will or any part thereof is revoked:
a. By a subsequent will which
revokes the former will or part
expressly or by inconsistency
. . . .
With exceptions not relevant here, Section 15 provides:
[A] revoked will or codicil shall not be
revived except by reexecution or by a duly
executed codicil expressing an intention to
revive it.
On appeal, John argues that because his mother never
executed a subsequent will, and because no valid codicil existed
as of the date of her death, none of the provisions of the
original will were ever revoked. He further argues that if the
execution of the codicil did revoke any provision of the earlier
will, that provision was revived when the codicil itself was
revoked. We reject both arguments. John's reliance on Heise v.
Earle,
134 N.J. Eq. 393 (E. & A. 1944), is misplaced. That case,
which predates the enactment of a prior version of N.J.S.A. 3B:3-15, held that the execution of a later will revoked an earlier
will, and the subsequent revocation of the later will did not
revive the earlier will. The Court of Errors and Appeals
reasoned that in the absence of a statute expressly prohibiting
such a revival, the proven intention of the testator would
prevail. The Court declined to apply a presumption of revival
and found insufficient proof of the testator's intent. The Court
noted, 134 N.J.Eq. at 404:
In probate matters generally it is the duty
of the court to ascertain the intention of
the testator. But this must be done in
conformity with the controlling statutes.
The intention of the legislature may not be
disregarded.
N.J.S.A. 3B:3-15 is derived from the English "Statute of
Victoria," which provided:
no will or codicil, or any part thereof,
which shall be in any manner revoked, shall
be revived otherwise than by the reexecution
thereof or by a codicil executed in a manner
hereinbefore required, and showing an
intention to revive the same.
7 Wm IV & 1 Vic., c. 26 § 22
In interpreting that statute, English courts have held that the
revocation of a prior testamentary instrument by a subsequent
instrument occurs at the time the later instrument is properly
executed. See 2 Bowe-Parker: Page on Wills § 21.53, at 437-438
(3rd Ed. 1960). American jurisdictions that have adopted the
substance of the Statute of Victoria, i.e., statutes similar to
N.J.S.A. 3B:3-15, have so held. 2 Page on Wills § 21.55, at 444.
The question whether the revocation of the revoking
instrument revives the original instrument has not been addressed
by any New Jersey court since the enactment of N.J.S.A. 3B:3-15.
Several states with similar statutes have ruled as we do today.
E.g., Parker v. Mobley,
577 S.W.2d 583 (Ark. 1979); In re Will of
Farr,
175 S.E.2d 578 (N.C. 1970); Driver v. Sheffield,
85 S.E.2d 766 (Ga. 1955).
We concur in the trial judge's conclusion that in the area
of wills, the Court must scrupulously follow statutory law. See
In re Estate of Peters,
107 N.J. 263, 281 (1987). The
formalities of the statute were neither observed nor attempted.
We appreciate that our holding results in partial intestacy and
that the resulting distribution among decedent's three children
is the very distribution provided by the destroyed codicil. John
argues that that cannot have been his mother's intent when she
tore up the codicil. We do not reach that question because, as
the Supreme Court has said,
the doctrine of probable intent is available
only to interpret, but not to validate, a
will. . . . Probable intent comes into play
only after a will is found to be valid.
[In re Will of Smith, supra, 108 N.J. at
265.] (citations omitted)
The similarity between the revoked codicil and intestate
distribution is fortuitous. The applicable rule of law cannot be
modified because of the result in one case.
We are mindful of the strong presumption against partial
intestacy. See In Re Estate of Burke,
48 N.J. 50, 65 (1966); In
re Will of Maliniak,
199 N.J. Super. 490, 493 (App. Div.),
certif. denied,
101 N.J. 267 (1985). However, that presumption
must give way to the dictate of our Supreme Court that strict,
if not literal, adherence to statutory requirements is required
in order to validate a will. . . . In re Estate of Peters,
supra, 107 N.J. at 281. Furthermore, it would be illogical to
permit the common-law presumption against intestacy to negate one
of the "strict . . . statutory requirements" for executing a
valid testamentary instrument. The statute itself creates the
intestacy for failure to comply with its express requirements.
We affirm the judgment of the Chancery Division in all
respects. That judgment results in partial intestacy of Katey's
estate with respect to the distribution of the residuary estate
and to the naming of an executor. Diane's demands for
compensatory and punitive damages and for her counsel fees to be
paid by John were properly denied.