Davis' Estate

43 Pa. D. & C. 557, 1942 Pa. Dist. & Cnty. Dec. LEXIS 264
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedFebruary 6, 1942
Docketno. 1646 of 1940
StatusPublished

This text of 43 Pa. D. & C. 557 (Davis' Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis' Estate, 43 Pa. D. & C. 557, 1942 Pa. Dist. & Cnty. Dec. LEXIS 264 (Pa. Super. Ct. 1942).

Opinion

Bolger, J.,

The persons contesting the will are collaterals whose status is challenged by exceptant. This point raised by the first exception is rendered moot by reason of the formal appearance of the Attorney General, who claims the estate by way of possible escheat. However, this does not mean that contestants are no longer proper parties because it is essential in will contests to have all possible claimants, including all possible heirs of record, so that they may all have their day in court at the same time upon the determination of the validity of the will. Likewise it does not mean that for all purposes contestants have established their claims as heirs. They are, as stated in the opinion of the hearing judge, “parties entitled to contest the writings here presented for probate”. What their status will be at the audit of the account of the assets of the estate by the appropriate accounting officer must necessarily remain open until that time.

The second exception relates to the refusal of the hearing judge to reverse the action of the register in refusing to probate two submitted writings as the last will of testator. Exceptant argues most strenuously that the integrity of testator’s act is clearly demonstrated.

Testator, a man in his late fifties, lived alone. About four days before he died, he sent for one Martha Bowling, who resided a few blocks away as the guest of one Mary Hill. The latter, not related to testator, but a close friend for 25 years, worked as a domestic six days of the week, returning home every Thursday. She was not at home when Martha Bowling was summoned. A messenger took Martha to testator’s room where Mr. Davis was sitting on the side of his bed. He told her that he was going to the hospital for one week, whereupon he arose, sat at the dresser and wrote a paper and signed his name to it. This writing was as follows:

[559]*559“Phila., Pa. Dear Sister Marry I want you take care of my bank Book if I die turn it over to James E. Davis 2204 Ingersoll St.”

He then went to the dresser from which he obtained a card and his bank book. The book was a deposit book of the Philadelphia Saving Fund Society which reflected testator’s deposits in an amount in excess of $8,000. The card, constituting the second writing of the claimed testamentary instrument, contained on one side in the handwriting of decedent the name

“Thelma Moore 113 Second St. New Rochell New York”

The obverse side contained printed matter reading as follows:

“Rev. J. C. Harris Distributor for Laly Mineral Compound The Tonic for Constipation, Indigestion and many other ailments 1861 Judson St. Philadelphia, Pa.”

He then put the bank book in the first paper and the card “up on top” and he said “turn my bank book over to sister Marry and if I should die, I want Thelma Moore to get my money in the bank”. Whereupon, he put a rubber band around these three articles and placed all of them in a book and gave them thus to Martha Bowling who thereupon took them to her room in Mary Hill’s residence and kept them there untouched until the next day, which was Thursday, when Mary [560]*560returned. She then gave them to Mary. It is significant that testator’s actions occurred in the presence only of Martha Bowling. It appears that Mary examined the papers and found that the card was in the bank book and the first writing was on the outside of the book with the band around it. Mary Hill took them with her the next day when she returned to her place of employment in Stonehurst. There she handed them to her employer, Mrs. Staley, who put them upstairs in a bureau drawer. Mrs. Staley made copies of the writings and kept them until she reached Thelma Moore, sometime after testator’s death and burial, when she sent them to her in Brooklyn, N. Y. Mrs. Staley did not, at the same time, send the deposit book to Thelma Moore, but took it to the Philadelphia Saving Fund Society. Proponent insisted that the side of the card containing her name is part of the signed writing and that its proper place is following the words “turn it over to . . .”

The hearing judge in dismissing the appeal held that there is no inherent connection between the language of the two writings, citing Seiter’s Estate, 265 Pa. 202, and Maginn’s Estate, 278 Pa. 89; that the card containing the written name of Thelma Moore has no inherent connection with the first writing made by decedent; further that, if the two writings be considered the will of decedent, it was not signed at the end thereof as required by the Wills Act of June 7,1917, P. L. 403, the name of the testator appearing only on the first writing; and, finally, that the language of the first writing is too ambiguous to be given effect, that it does not contain words of gift, but refers merely to the turning over of the bank book to decedent himself, in the event of his death, from which it might be inferred that it should be turned over to the personal representative of his estate. We find no error in these rulings.

Exceptant relies principally upon the decision in Fosselman v. Elder, Exec., etc., 98 Pa. 159, where the [561]*561executor, following testatrix’s death, found among her papers a sealed envelope containing a superscription in testatrix’s handwriting as follows:

“Dear Bella

This is for you to open”.

The executor summoned Bella and in her presence and in the presence of another witness the envelope was opened disclosing therein a promissory note of a third party for $2,000 and the following writing in testatrix’s hand:

“Lewistown, October 2, 1879 My wish is for you to draw this 2,000 dollars for your own use should I be called off sudden. Elizabeth Fosselman.”

It was held that the endorsement on the envelope and the contents of the envelope together constituted a will of the note to Bella; that this instrument operated as a codicil to testatrix’s will.

We cannot agree that the cited case is controlling. Its facts are readily distinguishable from those in the instant case, and furthermore it has not been cited by our appellate courts to any extent, which would not warrant us in regarding it as high authority, especially in the light of the more recent abundant decisions. '

The Supreme Court there said (p. 170) that “A separate paper enclosed and sealed up in an envelope is just as much a part of the letter as if the name of the person to whom it is addressed was indorsed on the paper itself. There is no room in either case to doubt that the writing inside is addressed to the person whose name is written outside; and so far as security against fraudulent alteration or substitution of one paper for another is concerned, the one is just as safe as the other before the seal is broken. Either of them is more secure than separate papers attached merely by a string

[562]*562Here the two writings cannot in any sense be regarded as one instrument and the possibilities of fraud or of voluntary substitution are unlimited. We have nothing to associate the two writings except the oral statement of testator as related by one witness plus the possible juxtaposition of the writings. Were the witness’ testimony of testator’s oral statement not before us, and we are prohibited from considering it since oral declarations form no part of the testamentary act, we would have to make a wild guess as to what significance testator desired to place upon the presence of the name of Thelma Moore upon the card. Obviously, this we cannot do.

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Related

Baker's Estate
200 A. 65 (Supreme Court of Pennsylvania, 1938)
Fisher's Estate
129 A. 90 (Supreme Court of Pennsylvania, 1925)
Bryen's Estate
195 A. 17 (Supreme Court of Pennsylvania, 1937)
Rosenthal's Estate
15 A.2d 370 (Supreme Court of Pennsylvania, 1940)
Fosselman v. Elder
98 Pa. 159 (Supreme Court of Pennsylvania, 1881)
In re Estate of Jacoby
42 A. 1026 (Supreme Court of Pennsylvania, 1899)
Churchill's Estate
103 A. 533 (Supreme Court of Pennsylvania, 1918)
Seiter's Estate
108 A. 614 (Supreme Court of Pennsylvania, 1919)
Maginn's Estate
122 A. 264 (Supreme Court of Pennsylvania, 1923)

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Bluebook (online)
43 Pa. D. & C. 557, 1942 Pa. Dist. & Cnty. Dec. LEXIS 264, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-estate-paorphctphilad-1942.