IN RE ESTATE OF JAMES D. G. WOGNUM, DECEASED

Fla. 4th DCA | 1973-06-20
No. 72-652
WALDEN and OWEN, JJ., concur.
279 So. 2d 66 Florida District Court of Appeal, Fourth District (1973) Positive Treatment
Cited by 5 cases

AI-generated. These summaries, headnotes, and key points are machine-generated and may contain errors or omissions. Always verify against the full opinion text below. Not legal advice.

Synopsis

The Fourth District Court of Appeal reversed a probate revocation order, holding that a will executed before three witnesses, each of whom signed it, was valid under Florida law even though two of the non-attorney witnesses testified they did not recall knowing the document was a will at the time they signed it. The court clarified that an attesting witness need only actually witness the testator's signature and then sign the will; knowledge of the document's nature is not statutorily required.


Holding

The court held that the will was validly executed. An attesting witness under § 731.07(2) need only actually witness the testator's signature and thereafter subscribe the will as evidence of witnessing; the witness need not know the document's nature or explore the testator's capacity and intent. The statutory definition in § 731.03(16) requires only that a witness actually sign his name to the will, imposing no additional substantive requirements.


Headnotes

[1] An "attesting witness" to a will is one who witnesses the testator's signature and subscribes the will as evidence of that fact.

[2] A witness is not disqualified as an "attesting witness" under Florida law simply because they did not explore the testator's testamentary capacity, the nature of the docu…

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Key Quotes

“We conclude therefore that in framing the present wills statute the legislature intended that an 'attesting witness' to a will should be someone present at the request of the testator for the purpose of seeing that the will is executed by a legally competent testator as his free act and deed, and that such person must subscribe his own name to the instrument as testimony of the fact that all legal steps necessary to make the will a legal instrument have been taken by the testator.”

The court quotes from In re Watkins Estate but notes this language was not meant to impose additional requirements beyond actual witnessing and signing.

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Facts & Procedural History

James D. G. Wognum died on March 7, 1970, a resident of Palm Beach County, Florida. His will dated February 24, 1967, was executed at Bethesda Memoria…

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Opinion of the Court
REED, Chief Judge.

REED, Chief Judge.

This is an appeal from an order of the county judge (now circuit judge) for Palm Beach County, Florida revoking the probate of the will of the late James D. G. Wognum.

The will of Mr. Wognum who died a resident of Palm Beach County, Florida on 7 March 1970 was admitted to probate by the county judge on 11 March 1970 on the basis of a Proof of Will signed by the attorney who prepared and witnessed the will. On 12 November 1970, however, the widow and daughter oj the deceased filed a petition to revoke probate. After evi-dentiary hearings thereon, the county judge entered an order on 30 May 1972 revoking probate on the ground that the will had not been executed by the decedent in the presence of “two attesting witnesses”. This appeal followed.

As closely as we can gather it from the briefs and record, the issue here is whether a will which was executed by a testator in the presence of three witnesses, each of whom saw testator sign the will and each of whom subscribed his name in the presence of each other and the testator, was executed in conformity with § 731.07(2), F.S.1971, F.S.A., where two of the three witnesses testified that they did not know the document they subscribed was a will.

The will in question is a three page document dated 24 February 1967. It is signed at the end of the dispositive and administrative provisions by the testator, James D. G. Wognum. Following Mr. Wognum’s signature is an attestation clause which reads as follows:

“SIGNED, sealed and declared by the said JAMES D. G. WOGNUM as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto this 24th day of February, 1967.”

Following the attestation clause appears the signatures of three witnesses — Vera S. Hughes, Dorothy H. Geary, and Manley P. Caldwell, Jr., the attorney who prepared the will.

The attorney unequivocally testified that the will in question was signed by the testator in the presence of all three witnesses at Bethesda Memorial Hospital in Palm Beach County on 24 February 1967. According to the attorney, after the testator signed the will, he acknowledged the same to be his last will and testament and asked the three witnesses to sign, which they did in the presence of the testator and in the presence of each other. The other two witnesses testified that they recognized *68their signatures on the will, but denied having any recall about the events surrounding the execution of the will and even denied knowing at the time the will was signed that the document in question was a will.1

The trial judge found that the attorney who prepared the will qualified as an “attesting” witness under the pertinent Florida statute, § 731.07, F.S.1971, F.S.A. The trial judge, however, concluded that the other two witnesses did not qualify as attesting witnesses under that statute, presumably because they testified that at the time they signed the will they did not know that the document was a will.2

The trial court apparently predicated its decision on the Florida Supreme Court opinion in In re Watkins Estate, Fla.1954, 75 So.2d 194. There the testator had executed a will in the presence of two persons, only one of whom signed the will as a witness. The question before the court was whether or not § 731.07(2) required that both witnesses actually sign the will. Although the pertinent portions of the statute simply required that the testator sign the will in the presence of “two attesting witnesses”, the court held that an attesting witness is one who not only sees the testator sign the will, but who also subscribes it as a zvitness. While this was the holding of the court, the opinion stated: (p. 197)

* * * * * *
“We conclude therefore that in framing the present wills statute the legislature intended that an ‘attesting witness’ to a will should be someone present at the request of the testator for the purpose of seeing that the will is executed by a legally competent testator as his free act and deed, and that such person must subscribe his own name to the instrument as testimony of the fact that all legal steps necessary to make the will a legal instrument have been taken by the testator.”. . .

We cannot believe the quoted provisions of the opinion were intended to suggest that an attesting witness, to be qualified as such under § 731.07(2), is required to do more than actually witness the testator’s signature and then sign the will as a witness.

*69Section 731.07, F.S.1971 to the extent pertinent provides:

“731.07 Execution of wills
Every will, other than a nuncupative will, must be in writing and must be executed as follows:
* * * * * *
(2) The testator, in the presence of at least two attesting witnesses present at the same time, must sign his will. .

This statute is modified by § 731.03(16) which was added to the probate code by the session of the legislature next following the publication of the opinion in In re Watkins Estate, supra. Section 731.03(16), F. S.1971, F.S.A., provides:

“731.03 Definitions

* * * * * *
(16) The words ‘attesting witnesses’ and the words ‘subscribing witnesses’ as used in these statutes shall have the same meaning, and no witness shall be considered an attesting witness or a subscribing witness to a will unless he actually signs his name to such will.”

In our view, § 731.03(16) which was enacted by the legislature as Chapter 2992S, Laws 19S5, was intended to eliminate any question which might have been engendered by the above-quoted language from In re Watkins Estate and permits no other conclusion than that an “attesting” witness, for purposes of § 731.07 may be one who simply witnesses the signing of the will by the testator and thereafter subscribes the will as evidence of the fact that he witnessed the testator’s signature. While it may be good form in some instances for a witness to explore with the testator the latter’s testamentary capacity, the nature of the document, and its voluntary character, such in our opinion is not essential to qualify one as an attesting witness under § 731.-07. The legislature has not seen fit to impose such requirements on one who would serve as a witness to a will, and in our judgment it would be unwise to do so by judicial opinion because such would inevitably lead to the destruction of wills, to say nothing of the reasonable expectations of one’s testamentary beneficiaries.

The order appealed from is vacated and the cause is remanded for further proceedings.

WALDEN and OWEN, JJ., concur.


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Citator

Cited By

  • In re Est. of Mary H. Beakes, 291 So. 2d 29 (Fla. 3d DCA 1974)
    …ed. The appellee has cross-assigned error upon the finding that the will was not procured through undue influence. We reverse the finding that the execution of the will was insufficient under the recent case of In re Estate of Wognum, Fla.App. 1973, 279 So. 2d 66. It should be noted that this opinion was not available to the trial judge at the time of the entry of his opinion in this cause. We affirm the finding that undue influence was not established. The trial judge has set forth the facts as follows: “…
  • In re Est. of Mary H. Beakes v. Taylor, 306 So. 2d 99 (Fla. 1974)
    …r valid will execution were not met, he ordered revocation of probate. On appeal the Third District Court affirmed the finding of no undue influence but reversed the finding of insufficiency of will execution on authority of In re Estate of Wognum, 279 So. 2d 66 (Fla.App. 4th 1973), an opinion that was unavailable at the time the trial judge ordered revocation. The facts surrounding the execution as found by the trial judge, and recited in the Third District Court opinion, are as follows : “Testatrix summ…
  • In re the Est. of James D. G. Wognum, 284 So. 2d 216 (Fla. 1973)
    …Certiorari denied. 279 So. 2d 66. CARLTON, C. J., and ROBERTS, ERVIN, ADKINS and BOYD, JJ., concur.…

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