{"id":12634,"date":"2023-01-22T07:00:34","date_gmt":"2023-01-22T13:00:34","guid":{"rendered":"https:\/\/legaltalktexas.hammerle.com\/?p=12634"},"modified":"2025-06-18T13:08:06","modified_gmt":"2025-06-18T18:08:06","slug":"tale-of-two-wills-scribbled-words-have-unexpected-effect","status":"publish","type":"post","link":"https:\/\/hammerle.com\/legaltalk\/estate-planning\/tale-of-two-wills-scribbled-words-have-unexpected-effect\/","title":{"rendered":"A Tale of Two Wills: Scribbled Words Have Unexpected Effect"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">By all accounts Bobby had been a busy man in his 77 years on earth. He fathered 4 children. He <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/the-i-dos-and-i-donts-of-married-estate-planning\/\"><span style=\"font-weight: 400;\">married<\/span><\/a><span style=\"font-weight: 400;\"> 4 times (although 2 of those marriages were to the same woman). After divorcing the last wife, he lived with yet another woman, Susan, for the 15 years leading up to his death.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bobby was also busy when it came to making wills. In 2001 he <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/this-is-what-you-need-to-know-before-signing-a-will\/\"><span style=\"font-weight: 400;\">signed a will<\/span><\/a><span style=\"font-weight: 400;\"> that left his estate to his children. In 2005 he apparently changed his mind and signed a new will, drafted by a lawyer, that gave a measly $25 to each of his children, and left the remainder of his estate to his live-in friend, Susan.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then came July 15, 2016. That was the day that Bobby called his daughter and asked if she still had his old 2001 will. He said he needed to write something on it. As fate would have it, his daughter did have the 2001 will. Revoked and almost forgotten, it had lingered for years in her home <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/legal-talk\/permitless-carry-handguns-in-texas\/\"><span style=\"font-weight: 400;\">gun safe<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The daughter brought Bobby\u2019s original 2001 will over to her brother\u2019s house. Bobby and his son, both of whom had been working in an adjacent hayfield, met her in his driveway. A local notary was called. Bobby\u2019s daughter-in-law, sitting in her golf cart, watched from afar as Bobby placed the 2001 will on the hood of his daughter\u2019s car, pulled a pen out of his shirt and hand wrote \u201cThis will still stands.\u201d He signed his name beneath the writing. The notary witnessed, signed, and stamped it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having thus engaged in a bit of <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/do-it-yourself-will-changes-how-not-to-amend-your-will\/\"><span style=\"font-weight: 400;\">do-it-yourself lawyering<\/span><\/a><span style=\"font-weight: 400;\">, Bobby returned to his usual activities. He died 2 years later while bailing hay. He left an estate apparently worth fighting over.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Estate Litigation<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">What do you do when the deceased has written a note on an old revoked will? You <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/litigation-lawyers\/\"><span style=\"font-weight: 400;\">litigate<\/span><\/a><span style=\"font-weight: 400;\">, of course. Preferably for years and at a cost of thousands of dollars.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, they did. The daughter claimed the 2001 will, bearing the 2016 handwritten note, was Bobby\u2019s last will and should be probated. If the daughter was correct, then the children would get the entire estate and Susan would receive nothing.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not surprisingly, Susan disagreed. She wanted the 2005 will, which left almost everything to her, declared valid.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The final trial featured testimony from Susan, Bobby\u2019s daughter, a forensic document examiner and handwriting expert, Bobby\u2019s son, the daughter-in-law, the notary, and a witness to the 2005 will. A judgment was handed down, and the case appealed.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The judge found that the 2005 will revoked the 2001 will. Susan won, right? Not so fast, because the judge also found that the 2016 penned statement \u201cThis will still stands\u201d was an amendment, known as a <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/how-changing-will-with-codicils-is-bad\/\"><span style=\"font-weight: 400;\">codicil<\/span><\/a><span style=\"font-weight: 400;\"> in legal circles, to the 2001 will.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The codicil was valid because it had all the necessary elements of a holographic will: it was entirely in Bobby\u2019s handwriting, and it was signed by him. Further, three people testified that they saw Bobby write and sign the codicil.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The 2016 codicil had a startling effect. It revoked the 2005 will because it changed the entire disposition of Bobby\u2019s estate from Susan to Bobby\u2019s 4 children. And it unrevoked the 2001 will because it republished that will, effective 2016.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That made the 2001 will Bobby\u2019s final will. Bobby\u2019s children got his estate.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Think of the time and money that would have been saved had Bobby, instead of using the car as a signing platform, had just gotten in on that fateful day and driven to his lawyer\u2019s office to sign a brand new will.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Hammerle Morris Can Help With Your Estate Planning Needs<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you are looking for <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/estate-planning-probate\/estate-planning\/?_ga=2.78650647.2098104047.1654525337-181759580.1654023227\"><span style=\"font-weight: 400;\">estate planning<\/span><\/a><span style=\"font-weight: 400;\"> assistance, <\/span><a href=\"https:\/\/hammerle.com\/lewisville-attorney\/#form\"><span style=\"font-weight: 400;\">schedule a consultation<\/span><\/a><span style=\"font-weight: 400;\"> with one of the experienced <\/span><a href=\"https:\/\/hammerle.com\/lawyers\/\"><span style=\"font-weight: 400;\">attorneys<\/span><\/a><span style=\"font-weight: 400;\"> at Hammerle Morris to discuss your options.<\/span><\/p>\n<p><a href=\"https:\/\/hammerle.com\/lawyers\/virginia-hammerle\/\"><i><span style=\"font-weight: 400;\">Virginia Hammerle<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> is in her fourth decade of practicing law. She is Board Certified in Civil Trial by the Texas Board of Legal Specialization and an Accredited Estate Planner. Contact her at legaltalktexas@hammerle.com or visit <\/span><\/i><a href=\"http:\/\/www.hammerle.com\/\"><i><span style=\"font-weight: 400;\">www.hammerle.com<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">. This column does not constitute legal advice.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>By all accounts Bobby had been a busy man in his 77 years on earth. He fathered 4 children. He married 4 times (although 2 of those marriages were to the same woman). After divorcing the last wife, he lived with yet another woman, Susan, for the 15 years leading up to his death.\u00a0\u00a0 Bobby [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1224],"tags":[],"class_list":{"0":"post-12634","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-estate-planning"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tale of Two Wills: Scribbled Words Have Unexpected Effect | Hammerle Morris Law Firm<\/title>\n<meta name=\"description\" content=\"There are many dangers associated with do-it-yourself will changes. 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