Culbertson's Estate

152 A. 540, 301 Pa. 438, 1930 Pa. LEXIS 504
CourtSupreme Court of Pennsylvania
DecidedApril 24, 1930
DocketAppeal, 211
StatusPublished
Cited by45 cases

This text of 152 A. 540 (Culbertson'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
Culbertson's Estate, 152 A. 540, 301 Pa. 438, 1930 Pa. LEXIS 504 (Pa. 1930).

Opinion

Opinion by

Mr. Justice Sadler,

Priscilla B. Culbertson, a widow, died on August 14, 1917, leaving to survive her several adult children, as well as two grandchildren, with all of whom her relations were friendly. Her husband had died in 1907, leaving a will dated 1901, not probated, but preserved among her papers. After her death, a most careful search was made by the children to discover any writing disposing of her estate, and particularly in the contents of a bureau where her personal effects were usually kept. None was found, and, as a result, letters of administration were granted on September 13, 1917, to her oldest son, Augustus. Within a few days thereafter, under circumstances to be hereafter narrated, the last named was induced by his younger brother, James, to forge a document purporting to be the act of his mother, so that the latter might, as stated, convince a girl, whom he desired to marry, of his financial prosperity.

James, the proposed beneficiary, secured his father’s unprobated will, executed in 1901, and from it Augustus prepared a draft of a writing purporting to be that of the mother, signing it with her mark, and adding thereto as witnesses the names of the parties who had acted in that capacity for the father. He destroyed the first copy prepared, was dissatisfied with the second, and executed a third, which was taken to the decedent’s house, placed in the drawer previously examined by the family, and its presence subsequently revealed in a research by the children, made at the suggestion of the wrongdoers. This document was then presented to the register of wills with a request that the letters of administration theretofore granted be revoked, and the supposed will probated. An attempt was made to prove by others the signatures of the two deceased witnesses, whose names *442 had been added to the writing by Augustus. The result was the grant of letters testamentary to James, and his assumption of the duties of executor.

By the terms of the father’s will, — the language of which was largely used in preparing the one of the mother, — all of the children received equal shares. By the latter, the youngest son, James, who was between eleven and twelve years of age at the time of its supposed execution, was made executor, and all of the living children and grandchildren, representing a deceased son, were given equal small sums, but the bulk of the estate was bequeathed and devised to James, the present proponent, providing he remained single as long as testatrix lived, with direction that he should not dispose of the real estate until he became of age. The evidence showed he had reached majority unmarried when his mother died and before the forged will was probated in 1917. Upon his return from the wax’, in 1919, he transferred the money held as executor to his personal account. In 1922, he sold one of the pieces of real estate of which the mother had died seized, and, in the year following, a second. Two years later he executed a mortgage on a third property, later paid off, and, in 1927, placed a new lien for $5,000 on the same px’emises, which also was can-celled in 1928. He later executed a third mortgage for $8,000, which still remains of record.

Upon learning of these transactions, Augustus, the oldest son, who had prepared the false instrument probated, under the promise and understanding that it would be used to furnish only a temporary show of cx’edit, the entire estate to be ultimately divided into equal parts among all of the children, accused James of violating his trust. A quarrel ensued, which led to the calling of the police, to whom Augustus narrated the story as repeated in court, which was not at the time denied by James. The former demanded that both be taken to the station house so that the true facts might be officially made known. After this dispute, James went *443 immediately to the late home of his mother, and secured her personal papers, including the unprobated will of the father, charged to have been used by Augustus in framing the supposed testament now in question.

The other heirs were then first advised of the true situation, and promptly filed a bill in equity to set aside the forged will, which proceeding was followed by an application to the register of wills to set aside its probate. This latter application was made on April 6,1929; though called an appeal in the docket entries made by the register, yet the papers disclose that the whole record was promptly transmitted to the orphans’ court as raising a disputable question, and, on April 12th, that court issued a citation calling on the parties in interest to show whether the document complained of was in reality a forgery, and to determine if in fact Mrs. Culbertson had died intestate. James demurred to the petition of the contestants making this request, asserting that the accepted will had been properly executed and proven, and averring that the letters granted could not be revoked, since twelve years had elapsed from the time the register acted, — legal propositions to be discussed later in this opinion. The court overruled the demurrer, directed an answer on the merits, and, to the one filed, a replication was entered by contestants. If the orphans’ court had power to pass upon the disputed question, the objections were raised in the manner provided by the Register of Wills Act (June 7, 1917, P. L. 415), for it permits controversies, arising from the probate of a last will, which are difficult and in doubt, to be certified to it for consideration and determination: Beach’s Est., 299 Pa. 293.

The parties were personally heard by Judge Gest, and his findings of fact, attesting the truth of the statements heretofore set forth, approved by the court in banc, fully cover the contentions raised by the respective parties. It is needless, in passing upon the merits of the case, to refer to the unbroken line of authorities *444 which hold that the facts as determined by the orphans’ court are conclusive upon us where based upon sufficient evidence, and an examination of the record shows those made here to have been fully justified. Augustus admittedly forged the will, with the understanding that its effect should be only nominal, and the estate divided equally among the children entitled thereto. James contradicted this assertion, denying any part in the fraud, both in his pleadings and on the witness stand, though he failed to disclaim the truth of the story told by Augustus when first accused of wrongdoing, and the truth of his contention is refuted by the circumstances. The discovery of the will in the same bureau drawer, after the careful search following the mother’s death had proven fruitless, the apparent duplication of the language used by the father in his testament, the unusual disposition made by the testatrix of her property, and the appointment of a boy less than twelve years of age as executor, all tend to corroborate the statement made by the older brother, as found by the hearing judge, the court in banc, on the first hearing, and, on the second, after the record was remitted by this court, after appeal and argument, for further examination.

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Bluebook (online)
152 A. 540, 301 Pa. 438, 1930 Pa. LEXIS 504, Counsel Stack Legal Research, https://law.counselstack.com/opinion/culbertsons-estate-pa-1930.