Dutton's Estate

54 A. 903, 205 Pa. 244, 1903 Pa. LEXIS 554
CourtSupreme Court of Pennsylvania
DecidedMarch 23, 1903
DocketAppeal, No. 334
StatusPublished

This text of 54 A. 903 (Dutton'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
Dutton's Estate, 54 A. 903, 205 Pa. 244, 1903 Pa. LEXIS 554 (Pa. 1903).

Opinion

Opinion by

Mr. Justice Dean,

At the audit for distribution of testatrix’s estate, George G. Dutton, her stepson, presented a promissory note of hers, in sum of §3,600, and claimed that it be distributed to. The note was dated April 3, 1893, on a printed form, payable one dajr after date, but just before the last line preceding the signature were interlined in a full written line these words, “ This to be held until after my death.” All the written parts of the note except the signature, it was admitted, were in the handwriting of George G. Dutton, the payee. The signature of Lydia F. Dutton was undisputedly genuine. The evidence was not entirely clear, whether the interlineation, from its appearance, was made at the time with the same pen and ink as the other written parts of the note. The auditor did not, on the evidence, determine this fact; but as the fact of interlineation was obvious, he held, under the case of Marshall v. Gougler, 10 S. & R. 164, Hill v. Cooley, 46 Pa. 259, and a long line of cases down to Bank of Baltimore v. Williams, 174 Pa. 66, that it was incumbent on the holder of the interlined note to prove that the interlineation was honestly made. He was of the opinion, that the holder had failed in such proof and therefore rejected the note as evidence of the claim. No other sufficient evidence in support of the claim was adduced. On the auditor’s report coming before the orphans’ court, it was met by the exception that the auditor erred in not allowing the claim of George G. Dutton on the evidence offered to sustain it. After full argument, the learned judge of the orphans’ court said: [247]*247“ There may be some doubt as to the alleged interlineation. We do not feel called upon to decide the question of fact, depending only on the weight of the evidence, and have, therefore, concluded to grant an issue to try that question.” Accordingly he directed an issue in this form :

“ And now, June 19, 1899, an issuable matter of fact having arisen in the above stated case upon the validity of a promissory note of the decedent dated April 3,1893, for thirty-six hundred dollars, it is deemed expedient by the court to refer an issue to the court of common pleas of Delaware county in relation thereto in the following form :
“ The said George G. Dutton shal] be plaintiff and the said executors shall be defendants and the issue to be tried shall be the same in all respects as if the plaintiff had filed a statement of claim based on the said promissory note, incorporating a copy thereof, and had averred that the amount justly due owing and payable is the sum of thirty-six hundred dollars with interest thereon from the sixteenth day of February, A. D. 1896, and the defendant had filed a plea of non assumpsit.”

At the trial in the common pleas there was a verdict for the plaintiff, George G. Dutton, in the sum of $4,323.60, being the face of the note with interest, which with the entire proceedings was by the prothonotary certified back to the orphans’ court. There being no separate orphans’ court for Delaware county, necessarily the judges of the orphans’ court and of the common pleas were the same, at that time the late Hon. Thomas J. Clayton, who heard the exceptions to the auditor’s report, directed the issue to the common pleas and in that court tried it. A motion for a new trial was made, which after hearing, he overruled. Before anything further was done he died. Judge Johnson, his successor, having been of counsel, called in Hon. William Butler of Chester county to dispose of the exceptions, after the record of the common pleas came back to the orphans’ court. He decreed that the first and second exceptions to the auditor’s report, which constituted the substance of the issue in the common pleas, be sustained, and that the distribution be referred back to the auditor, he K to be controlled by the result in the common pleas, so far as the law directs he should be, and so far as there may be no legal reasons to the contrary.” Notwithstanding the verdict in the common pleas [248]*248and the decree of the orphans’ court sustaining the first and second exceptions to his first report, the auditor refused to change his distribution, on the ground that in his opinion, “ the issue was irregular, if not wholly unwarranted.” On the coming in of this report, Judge Butler again presiding, sent the report back to the auditor with a peremptory direction to allow the claim of George G. Dutton in accordance with the verdict certified from the common pleas, saying: “ Under the circumstances, we feel that we should simply record the judgment which Judge Clayton clearly would have entered had not the accident of death removed him when it did.” In accordance with this order the auditor made distribution.

The legatees, on confirmation of the report, prosecute this appeal with fourteen assignments of error. It would not aid us in the consideration of the alleged errors to discuss separately each one of them. Directly or indirectly, they in substance allege three errors and but three as follows :

1. The court erred in directing of its own motion an issue to the common pleas.

2. The court erred in directing an issue for the determination of a mixed question of law and fact.

8. The court erred in determining as a fact on the evidence that the note was entitled to distribution.

As to the first assignment we remark, there was but one question in dispute and that was as the court below termed it, “ the validity of the note,” or rather should it be enforced as a legal obligation of the testatrix ? It was her note; it had not been paid; had it become of no legal effect because of an alteration after signature, or had it been obtained from her by methods closely allied to fraud ? The issue directed was one in assumpsit, which would involve these questions of pure fact and on that issue it was well and carefully tried. The auditor’s report on the question of fact was against the creditor. The orphans’ court might on a reading of the testimony have overruled the auditor without further proceedings, or it might have affirmed his finding; the judge of the court probably being in doubt, declined to do either, but of his own motion sent the case to a jury. It is argued that this was too late, as the creditor had submitted his case to the auditor and taken his chances of a favorable decision. This is correct as applicable [249]*249to a disappointed suitor who has been heard before one tribunal and lost and then demands, as a right, a hearing before another, and all the authorities cited by the auditor and the counsel for appellant so hold. See People’s Sav. Bank v. Mosier, so late as 199 Pa. 375, where many of the cases are noted. But none of the cases rule the one before us. If the claimant here had, after the finding against him by the auditor, demanded, that the question of fact be sent to a jury, the court might well have ruled on the cases cited, that such was not his right. But here, exceptions to the auditor’s finding of fact were pressed upon the consideration of the court; the written testimony, which was all the court had before it, may not have seemed to the judge as convincing as to the auditor, for the latter had before him the witnesses and, therefore, to overrule him, even though the judge did not concur, might be a mistake; the case to the creditor was an important one; with him it was all or nothing.

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Related

Hill v. Cooley
46 Pa. 259 (Supreme Court of Pennsylvania, 1863)
Citizens National Bank of Baltimore v. Williams
34 A. 303 (Supreme Court of Pennsylvania, 1896)
People's Savings Bank v. Mosier
49 A. 132 (Supreme Court of Pennsylvania, 1901)

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Bluebook (online)
54 A. 903, 205 Pa. 244, 1903 Pa. LEXIS 554, Counsel Stack Legal Research, https://law.counselstack.com/opinion/duttons-estate-pa-1903.