Crooks Estate

130 A.2d 185, 388 Pa. 125, 1957 Pa. LEXIS 435
CourtSupreme Court of Pennsylvania
DecidedMarch 18, 1957
DocketAppeal, 100
StatusPublished
Cited by17 cases

This text of 130 A.2d 185 (Crooks 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
Crooks Estate, 130 A.2d 185, 388 Pa. 125, 1957 Pa. LEXIS 435 (Pa. 1957).

Opinion

Opinion by

Mr. Justice Bell,

Cornelia R. Crooks died on September 13, 1955. She was survived by her husband, Joseph H. Crooks, and a minor daughter by a previous marriage, Charlene V. Hart. She had a daughter, Patricia Joanne Crooks, who predeceased the testatrix and died on July 2, 1955 *127 at the age of three months. The Register of Wills of Delaware County granted letters of administration to decedent’s husband, Joseph H. Crooks, on September 19, 1955, on the basis of his petition alleging that his wife had died intestate.

After letters of administration had been issued, a will and an additional testamentary writing were found among the decedent’s effects. The will was as follows:

“March 17th, 1955

I leave everything I own to my husband Joseph H. Crooks

/s/ Cornelia R. Crooks”

The second writing was undated but counsel stipulated that it had been exécuted by testatrix after her will of March 17, 1955. This testamentary writing read:

“To Whom it Might Concern

Elizabeth K. Schurig:

I leave everything I have in the world to you to see that the baby — Patricia Joanne Crooks is properly cared for — Mr. Straub will see that matters are taken care of.

This is the only will in existance (sic) and I want this carried out.

I leave everything up to the discrestion (sic) of Mrs. Schurig

The Orphans’ Court decided (1) that the second testamentary instrument was a will which revoked, expressly and by necessary implication, testatrix’s will of March 17, 1955, and (2) that since the gift to the baby, Patricia Joanne Crooks, lapsed by the baby’s predeceasing the testatrix, an intestacy resulted and (3) *128 that the surviving husband and the surviving child of testatrix shared equally in her estate.

Joseph H. Crooks, testatrix’s husband, took this appeal, contending that the second testamentary instrument was a codicil which did not revoke, but supplemented, testatrix’s will of March 17, 1955, and since the codicil became ineffective because the baby predeceased her mother, all of the estate of Cornelia E. Crooks passed to him under the terms of his wife’s original will.

The question involved is narrow: Was the.second testamentary instrument a will or a codicil, and what effect did it have on testatrix’s original will dated March 17, 1955?

The testamentary writing dated March 17, 1955 was unquestionably a will, and indisputably a valid will. A codicil is a testamentary writing which is a supplement to a will and which expressly or by necessary implication changes — i.e., alters, adds to or subtracts from — a prior will (or occasionally merely republishes it), but it does not purport to dispose of the entire estate or to contain the entire will of the testator, nor does it ordinarily expressly or by necessary implication revoke in toto a prior will: cf. Boyer Estate, 372 Pa. 553, 94 A. 2d 721; Hunter, Pennsylvania Orphans’ Court Commonplace Book, Vol. 1, p. 128; 2 Blackstone’s Commentaries 500; Lee’s Estate, 16 Pa. Superior Ct. 627.

Justice Stearns expressed the general attributes and the effect of a codicil in Boyer Estate, 372. Pa., supra (pages 556-557) :

“A codicil and a will must be construed together as one instrument. The codicil disturbs the disposition of the will only when plainly inconsistent with the will: Rainear’s Estate, 304 Pa. 539, 156 A. 166; Chauncey’s Estate, 335 Pa. 73, 5 A. 2d 795; Moore Estate, 347 Pa. *129 276, 32 A. 2d 12; Braun Estate, 358 Pa. 271, 56 A. 2d 201. While a later will is essentially a revocation, a codicil is a confirmation except as to express alterations. In the case of a codicil no revocation of the will is presumed. The terms of a codicil indicate an addition: Sigel’s Estate (No. 1), 213 Pa. 14, 62 A. 175; Warne’s Estate, 302 Pa. 386, 153 A. 688; Wright’s Estate, 68 Pa. Superior Ct. 177. As the purpose of a codicil ordinarily is merely to modify or add to and not revoke, a codicil changes the will only to the extent it is inconsistent with it: Estate of Edward S. Whelen, 175 Pa. 23, 34 A. 329; Schattenberg’s Estate, 269 Pa. 90, 112 A. 67. If any specific change in the will is made by the codicil, it negatives by implication an intention to make any other changes in the provisions of the will: Line’s Estate, 221 Pa. 374, 70 A. 791.”

The testamentary writing executed by Mrs. Crooks after her will of March 17,1955, is entirely inconsistent with her will of March 17, 1955, and by necessary implication revokes the prior will: Gray Will, 365 Pa. 411, 416, 76 A. 2d 169; Burtt Will, 353 Pa. 217, 224, 44 A. 2d 670; McClure’s Estate, 309 Pa. 370, 165 A. 24; Hartman’s Estate, 320 Pa. 321, 182 A. 234. It is not a codicil; it is a holographic will which purports to leave everything in the world to or for her baby, Patricia Joanne Crooks. Moreover, the doctrine of dependent relative revocation is clearly inapplicable in the instant case: McClure’s Estate, 309 Pa., supra; Hartman’s Estate, 320 Pa., supra; Teacle’s Estate, 153 Pa. 219, 25 A. 1135; Heffner’s Estate, 161 Pa. 331, 29 A. 33.

In McClure’s Estate, 309 Pa., supra, testatrix executed her will dated June 20, 1924 in which she made a specific bequest and then gave the residue of her estate to her niece, Louise Hertzler. On September 1, 1924, testatrix executed another will which, after pro *130 viding for funeral expenses and tlie perpetual care of a cemetery lot, gave everything else which belonged to her to the Protestant Home for Children. The testatrix died within 30 days after its execution. The second will contained no express clause of revocation, no subscribing witnesses and made no provision for Louise Hertzler or for testatrix’s heirs or next of kin. The bequest of her residuary estate to charity was invalid under §6 of the Wills Act of June 7, 1917, P. L. 403. This Court held that both of the above mentioned testamentary instruments were wills; that the second instrument was not a codicil; that it was inconsistent with the earlier will; that the two wills could not be harmonized or stand together; that the doctrine of dependent relative revocation was inapplicable; * and that the residuary estate went, not to Louise Hertzler, but to testatrix’s heirs or next of kin under the intestate laws. The Court said (page 375) :

“The second will was an effort to dispose of all testator’s property. A will which makes a complete disposition of all the property of the testator is clearly incompatible with the existence of any former will, and it must operate as a revocation of all wills previously executed (1 Jarman on Wills, page 333), or, as stated in Teacle’s Est., 153 Pa. 219, ‘must operate as a revocation without express words to that effect.’

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Bluebook (online)
130 A.2d 185, 388 Pa. 125, 1957 Pa. LEXIS 435, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crooks-estate-pa-1957.