Dettra Estate

30 Pa. D. & C.2d 555, 1963 Pa. Dist. & Cnty. Dec. LEXIS 204
Pennsylvania Orphans' Court, Philadelphia County·Decided August 7, 1963·No. no. 3486 of 1961·Published

Opinions

Lefever, J.,

— The jury returned a verdict that testatrix was of sound mind, but subject to undue influence when she executed her disputed will, dated May 16,1961. Judge Shoyer, the chancellor, [557]*557entered a decree approving the jury’s verdict and setting aside the will. The exceptions before us challenge the jury’s verdict and the chancellor’s decree.

Elsie W. Dettra was bom September 1, 1875. She died at age 85 on May 19, 1961, leaving an estate which was inventoried at $127,650.86. Three days before her death, in Temple Hospital, she executed by mark the questioned will, which gave her entire estate to “. . . my friends Meyer M. Weissman and Estelle Weissman, husband and wife, in consideration of their having taken care of me for many years . . .” and appointed Weissman executor. The Weissmans were not related to decedent. Weissman’s sole connection with her was as manager and part owner of the Washington Hotel since 1937.

Decedent was a spinster. She was short, slight and frail. From 1932 to April 15, 1961, she lived in the Washington Hotel, at Seventh and Dauphin Streets, Philadelphia. This hotel was occupied mostly by older persons, living on pensions, social security, old age assistance, or other meager income. Testatrix lived frugally, even penuriously. For a long time she paid a flat monthly rate of $59 for her room and three daily meals at the hotel. Some years ago, to save costs, she reduced the number of regular meals to two. Finally, she arranged to pay $30 per month for her room; and, in addition, to pay for such meals as she chose to eat there.

Decedent was well educated. She had been a teacher in sewing and dressmaking. She was astute in managing her investments. However, George E. Eichole, her investment broker, testified that she had stopped market transactions about 1956 because of “health and old age.” The only mail she received was of a financial nature.

She wore clothing which was Victorian, old, mended, but neat and clean. She wore long skirts, blouses to [558]*558match, high-topped shoes, black cotton stockings and long gloves with holes in them. She used five-and-ten cent store spectacles because, in her words, she “couldn’t afford to go to an oculist or have glasses made”.

During the last five or ten years of her life she kept very much to herself. She sought no visitors or social contacts. She did not go away on visits. Neither relatives nor outside friends ever visited her at the hotel. She indicated to various people that she had no relatives. She was almost a recluse. In many ways she was a miser. In her tiny hotel room she had hoarded a thousand cakes of hotel soap; two or three hundred towels; and many bundles of newspapers.

She crocheted, read newspapers and took walks. She rarely used the hotel elevator, preferring to walk up and down the stairs. She was polite. She was a “sweet old lady.” She was very submissive. She was “a very timid, very shy, very, very shy person. . . .” She greeted Mr. and Mrs. Weissman, employes, fellow guests in the hotel, and patients in the hospital with “Good-morning, how are you?” She answered questions with a nod of her head or with a “Yes” or “No.” This was usually the limit of her conversations. On rare occasions she permitted other hotel guests to visit in her room, or to hold a brief conversation with her from the hallway as they passed her room.

Decedent had no real friends and few acquaintances. Only four mourners attended her funeral, viz., Mr. and Mrs. Weissman, I. Irving Tubis, Esq., and a woman whom she had casually met in a supermarket.

Her terminal illness, and the events which occurred during it, are crucial to the issues before us.

On April 15, 1961, while on one of her accustomed walks, decedent’s right leg, which for some time had shown weakness, “gave way.” She fell, breaking her right hip. A police ambulance took her to Temple Hos[559]*559pital. In addition to the fractured hip, she was suffering from malnutrition, dehydration, marked atherosclerosis and hardening of the arteries. The hospital admission questionnaire shows that her answer to the question: “Name of nearest relative or friend” was “None.” Several weeks later this was crossed out and Weissman’s name was inserted by a nurse because Weissman had told her that he was a friend of decedent.

Mrs. Goldstein, social worker at the hospital, interviewed decedent on April 18 and 21. Her report shows that “she does not have any close friends or relatives. The patient indicated that she had been willed a sum of money at one time and now wanted to use this money for permanent nursing home care.”

The surgeons pinned her hip on April 16. A blood clot and gangrene developed in her right leg. Her leg was amputated on April 26. Laboratory examination after the surgery revealed marked atherosclerosis of the blood vessels of the amputated leg. Thereafter, she developed infection at both sites of surgery and also in the bladder and urinary tract. She ran a “spiking” or “zig-zagging” temperature until her death. On May 14, she developed a severe rash over her entire body. The dermatologist diagnosed the extensive medication as the cause. Medication was stopped. The hospital chart records that, at 1:05 p.m., on May 17 she could not be aroused and was placed on the critical list; and at 5:18 a.m., on May 18, she became comatose following a cerebral accident. She died on May 19 at 9:00 a.m. The death certificate shows the cause of death to be “thrombosis of right middle and superior mesenteric artery — severe generalized arteriosclerosis.”

She was either bedridden or confined to a wheelchair during her entire hospitalization. She was helpless and completely dependent on nurses for all care. She had to be lifted to and from the wheelchair.

[560]*560In due course Weissman missed decedent. As a result of telephone calls to police and hospitals he located her at Temple Hospital on April 27, 12 days after her accident. He visited decedent on April 28. He testified that, although during the many years decedent lived in his hotel he had treated her the same as every other guest, on this first visit, two days after her leg amputation, decedent told him she wanted to will her entire estate to him and Mrs. Weissman.

Weissman requested Lester Eisenstadt, Esq., a Deputy Attorney General, to write decedent’s will and prepare a power of attorney to enable him to pay her bills and otherwise handle her affairs. Eisenstadt went with Weissman to see decedent on April 30. Eisenstadt testified that she told him to draw a will giving everything to Weissman. However, he first devoted his attention to drafting a broad power of attorney to Weiss-man. Decedent’s execution of this power of attorney was interrupted by a nurse who informed Eisenstadt that it was necessary for him to obtain approval of his visit from the administrative offices of the hospital. He was unable to find the proper administrative officer and left the hospital with the power unexecuted. Weiss-man later had decedent sign the power. Eisenstadt told Weissman that he had to be in Harrisburg all of the following week on professional commitments. He suggested that many other lawyers were available who could draw wills. He had no further contact with decedent.

On May 5, Weissman retained Philip Klein, Esq., for the purpose of drawing the will. Weissman indicated that decedent wished him to be the beneficiary. He took Klein to the hospital and introduced him to decedent.

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Dettra Estate, 30 Pa. D. & C.2d 555, 1963 Pa. Dist. & Cnty. Dec. LEXIS 204 (Pa. Super. Ct. 1963).

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