ARTICLE
19 March 2012

Is An Unsigned Will Ever Validly Executed?

It depends on what you mean by "Will."
United States Family and Matrimonial

It depends on what you mean by "Will."

According to the Tennessee Court of Appeals, even if the Deceased does not sign

  1. following the usual incantation at the end of a Will ("IN WITNESS WHEREOF, I declare this to be my Last Will and Testament ..."); or
  2. at the bottom of the last numbered page of the Will; or
  3. above the signatures of the attesting witnesses at the bottom of that page; or
  4. anywhere else on the document purporting to be the Will,

the Will is still validly executed if the Deceased does sign the accompanying TCA § 32-2-110 witness affidavit. In re Estate of Thomas Grady Chastain, No. E2011-01442-COA-R9, filed December 28, 2011.

As the Opinion by Judge Susano points out, the recitations in the Affidavit executed by the Decedent and the witnesses purported to establish all the statutory formalities imposed by TCA § 32-1-104, reciting that the decedent had signed and declared to the witnesses that the document to which the affidavit was attached was his last will and testament, and that that the witnesses had signed in the presence of the testator and in each other's presence. Thus, the Opinion appears to stand for the proposition that it really doesn't matter where the Will is signed, and also for the proposition that a signature on a separate page, or even a separate document, may be sufficient, if the formalities of TCA § 32-2-110 are otherwise observed.

Apparently, once the Court of Appeals was satisfied that the Decedent had intended to execute the Will, it felt constrained to "protect the right of testamentary disposition of property." Doubtless this was a just decision, given the formalities which were observed, even if those were not precisely the formalities prescribed by statute. After all, while the Court cites the Affidavit as establishing observance of the necessary formalities, that same Affidavit contained a demonstrably false recitation,

that the testator willingly and voluntarily declared, signed and executed the will in the presence of the witnesses...

That is exactly what the testator did not do. Another court might well have reached a different result, on the grounds that the Affidavit was not trustworthy.

The only obvious lesson to be learned is that the formalities prescribed by TCA § 32-2-110 for non-holographic wills should be scrupulously and methodically followed. Lest we forget: The testator and at least two witnesses must sign the will in this fashion: the testator must signify to the witnesses that the instrument is his or her will, and then, in all of the witnesses' presence, either (a) sign the will; (b) acknowledge his or her signature already made on the will; or (c) direct a third person to sign, who must do so in the testator's (and all the witnesses' presence). Then, the attesting witnesses must sign (a) in the presence of the testator and (b) in the presence of each other. An Affidavit pursuant to TCA § 32-2-110, such as the one signed by the Decedent in Chastain, is not even necessary; but it does make it possible to probate the will without the witnesses having to attend the hearing

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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