The Estate Trustee sought court directions regarding the validity of three potential holograph codicils and the disposition of life insurance proceeds from the estate of Franklin Walter Briggs.
The court found two documents (July 29, 2013, and August 8, 2014) to be valid holograph codicils, but a third document, the "Notes Document," was deemed a planning document and not a valid testamentary instrument due to lack of signature, date, and formal language.
The court also ruled that the July 29, 2013 document, despite being a valid codicil, did not constitute a valid declaration under the Insurance Act to change the beneficiary of life insurance policies, as it failed to specifically identify the insurance contract or fund.
Consequently, the life insurance proceeds belonged to the estate, not a specific beneficiary.