Channon's Estate

109 A. 756, 266 Pa. 417, 1920 Pa. LEXIS 584
CourtSupreme Court of Pennsylvania
DecidedFebruary 23, 1920
DocketAppeal, No. 150
StatusPublished
Cited by17 cases

This text of 109 A. 756 (Channon's Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Channon's Estate, 109 A. 756, 266 Pa. 417, 1920 Pa. LEXIS 584 (Pa. 1920).

Opinion

Opinion by

Mr. Justice Moschzisker,

Testator gave the residue of his estate in trust to pay two annuities, of $500 each, to his aunt, Amelia B. Wood, and his sister, Margaret K. Prichett, for life; upon the death of the survivor of these annuitants, he bequeathed the principal, together with all accumulations of income, to seventeen remaindermen, share and share alike.

[421]*421At the audit of the executors’ account, in 1909, no question concerning the gifts in remainder being raised, the orphans’ court, after directing payment of the annuities, formally awarded the principal and income on hand to the trustee named in the will, for the uses and purposes declared by the testator.

Amelia R. Wood, the aunt, having died, the trustee filed an account, showing a balance of principal amounting to $66,242.11, and $21,210.53 accumulated income. Margaret K. Prichett, the sister, claimed the whole of these funds, as next of kin, contending that one of the persons who proved the will, James Moore, was not a disinterested witness, and, since testator died prior to the recent legislation, changing the rule in such cases (Acts of June 7, 1911, P. L. 702, and June 7,. 1917, P. L. 403, 406, 415), all his charitable gifts failed; further, that, for other reasons, the provisions of his will concerning accumulations were void, either in whole or in part, as we shall discuss more fully further on in this opinion.

The orphans’ court held the time to question the validity of the charitable bequests was upon the adjudication of the executors’ account, and, this not having been done, the award then made “settled everything involved in the right of the trustee to take title to the estate”; that tribunal therefore declined to pursue the question whether James Moore was a disinterested witness to the will. It is not our intention to suggest the court below erred when it thus made this branch of the case turn upon the doctrine of res adjudicata, — we indicate no opinion in that regard; but, since convinced Moore is a “disinterested” witness, within the meaning of this term, as nsed in section 11 of the Act of April 26, 1855, P. L. 328, 332, we prefer to rest our decision solely on that ground.

The Act of 1855 requires a bequest for “charitable uses” shall be “attested by two credible and, at the time, disinterested witnesses.” Moore is alleged to have been [422]*422so interested in the Odd Fellows’ Home, one of the seventeen remaindermen, as to disqualify him as a witness; but, to' begin with, it was decided in Sharp’s Est., 71 Pa. Superior Ct. 34, 36, the Odd Fellows’ Home is not a charity, and this decision seems to be accepted by all parties in interest as the law of the present case, especially by appellant, who, on that theory alone, takes certain accumulations, which otherwise would go to such home.

In Kessler’s Est., 221 Pa. 314, we call attention to the fact that (pp. 320, 321) “the Act of 1855 is a remedial statute,” and the evil it has in mind is to prevent “the importunities of designing persons,” interested in charities, at or near the time of the impending death of a testator. Then (p. 323), we say: “The words‘disinterested witnesses,’ used in this act, must be read and understood in connection with the subject-matter of the statute, the evils to be avoided, the requirements intended to safeguard the rights and property of persons approaching death, and the remedy to' be provided in such cases. When so read and understood, the interest which disqualifies a witness under the act is such an interest as appears to exist at the time of the execution of the will, either by the terms of the will itself or by reason of the attesting witness being then interested in the religious or charitable institutions for which provision is made by the testator, or both, or either, as the case may be...... If the attesting witness be interested as legatee or devisee under the will, or is to derive a pecuniary benefit or advantage from any part of it, or if he is interested at the time of attestation in a religious or charitable institution to be benefited thereby, he is not disinterested within the meaning of the statute.”

While the writer of the opinion in Kessler’s Estate criticizes some of our earlier cases, as taking too narrow a view of the Act of 1855, yet neither there, nor in any other instance called to our attention, have we held that the incapacitating interest of a witness may be less than [423]*423a present, vested, pecuniary right, where, as here, the alleged disqualification arises from the fact that the person in question is said to derive a pecuniary benefit or advantage from the will.

In Jeanes’s Est., 228 Pa. 537, 541, 542, citing the Kessler case, we state: “A reasonable meaning is to be given to the words ‘disinterested witnesses’......The interest which......disqualifies a witness from attesting a will containing religious or charitable bequests must be a present, certain and vested one — it must not be uncertain, remote or contingent.”

The other authorities upon the point in hand (including Comb’s App., 105 Pa. 155; Jordan’s Est., 161 Pa. 393; Stinson’s Est., No. 1, 232 Pa. 218; Shoemaker’s Est., 235 Pa. 402; Kelly’s Est., 236 Pa. 54; Leech’s Est., 236 Pa. 57; Arnold’s Est., 249 Pa. 348; Palethorp’s Est., 249 Pa. 389, and Palethorp’s Est., Stewart’s App., 249 Pa. 411) contain nothing inconsistent with the law as we have cited it from Kessler’s Estate and Jeanes’s Estate.

James Moore is not interested as a legatee or devisee under the will, nor was he interested at the time of its attestation in “a religious or charitable institution” which would benefit thereby; this latter is plain, because, as before said, the decision in Sharp’s Estate,— that the Odd Fellows’ Home is not a charity — is accepted by all parties in interest.

The remaining question is, Can it be held that the witness “derives a pecuniary benefit or advantage from any part of the will” ? If so,- he is not disinterested; but, in passing upon this point, it must be remembered that “a reasonable meaning” is to be given to the word “disinterested,” and the interest which disqualifies is a “present, certain and vested one.” Hence, the question is reduced to this, — At the time James Moore attested Joseph Channon’s will, did the former have such a vested interest in the Odd Fellows’ Home that he can reasonably be held to derive a pecuniary benefit or advantage [424]*424through or by reason of testator’s legacy to that institution; or is his pecuniary interest so uncertain, remote and contingent as not to disqualify him as a witness?

It must be kept in mind that the alleged interest we are investigating is not in a charitable institution which is to profit by the will, but simply one connected with an ordinary pecuniary legacy; because of which, — under an old rule, now changed by statute (Acts of 1911 and 1917, supra), — appellant attempts to destroy all the charitable features of testator’s will. No matter what the governing rule may be where the alleged disqualification arises from an interest in a charity, we again say, at the cost of reiteration, under present circumstances the interest which will affect the capacity of an attesting witness must be in the nature of a direct property right in the testamentary fund, or such immediate, certain, close and intimate connection with the legatee as leads to the inevitable conclusion that the witness will pecuniarily profit by the legacy; and, even then, the interest must exist at the time of execution and attestation of the will.

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Cite This Page — Counsel Stack

Bluebook (online)
109 A. 756, 266 Pa. 417, 1920 Pa. LEXIS 584, Counsel Stack Legal Research, https://law.counselstack.com/opinion/channons-estate-pa-1920.