Elias Estate

42 Pa. D. & C.2d 329, 1967 Pa. Dist. & Cnty. Dec. LEXIS 81
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedJune 9, 1967
Docketno. 2482 of 1965
StatusPublished

This text of 42 Pa. D. & C.2d 329 (Elias 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
Elias Estate, 42 Pa. D. & C.2d 329, 1967 Pa. Dist. & Cnty. Dec. LEXIS 81 (Pa. Super. Ct. 1967).

Opinions

Saylor, J.,

Anna Elias Calza, a sister, and Thomas John Elias, a brother of decedent, filed exceptions to the opinion and decree of Burke, J., sustaining an appeal from the action of the register of wills in refusing to admit to probate the will of William John Elias by which he bequeathed his estate to his sister, Mary Rebecca Elias Dugdale, and his brother, Samuel John Elias.

It had been alleged by exceptants, in their caveat filed with the register, that there had been fraud and undue influence practiced upon decedent, and in a later supplemental caveat they alleged forgery. The record of the hearing on petition and answer contains testimony relating to testamentary capacity and undue influence. In his opinion, Judge Burke stated that [331]*331he found as a fact decedent possessed testamentary capacity and also that the will had not been procured by undue influence.

The hearing judge also found as a fact that the contested document was executed by decedent. The exceptions before the court relate to burden of proof and charge appellants from the register’s refusal to probate the will with failing to meet the requirements of section 4 of the Wills Act of April 24, 1947, P. L. 89, as amended by the Act of February 17, 1956, P. L. (1955) 1070, in that the testimony of the subscribing witnesses was so impeached, perjured and discredited as to render them incompetent as subscribing witnesses.

Hence, the sole issue to be determined is that of forgery. Exceptants’ counsel so avers in his brief and so stated to the court en banc at argument.

At the hearing, the two attesting witnesses testified that they had both been present when the will was executed on March 9, 1965; that they saw decedent sign his name in three places, at the foot of both the first and second pages and at the end of the will, and that they, in turn, signed as witnesses. They identified the signatures as those of decedent, each witness having on previous occasions seen his signature on other papers and thus being familiar with it.

One of the subscribing witnesses was Mary Rebecca Elias Dugdale, decedent’s sister and a legatee, who had worked with him in his oriental rug and objects of art business which he conducted in the same building where he lived. She too lived there with her daughter.

The other subscribing witness was Alvin M. Chanin, a member of the bar, who had known decedent for eight years but had not served previously as his counsel, although he did perform other legal services for him after the will was executed.

[332]*332Mrs. Dugdale testified that she had heard decedent and the scrivener conversing together and that she had a vague idea that her brother was talking about a will, but she did not know what the terms were. Moreover, she did not have any discussion with the scrivener concerning the will, nor did she see it before he brought it to decedent for execution. As to identifying his signature, she said that frequently she wrote the body of many checks for her brother at his request, but that he always signed them, and, hence, she was quite familiar with his signature.

Mr. Chanin, the scrivener, testified that he was a personal friend of decedent, had been, on various occasions, at his place of business, and in the fore part of 1965 had received a telephone call from him during which he was asked to prepare a will. The terms thereof were set forth by the scrivener on sheets of yellow paper, several of which he produced at the hearing. They show notes made by the scrivener, on the basis of which he made a draft of the will. Other sheets of notes he had made were not produced, as he believed he had destroyed them following execution of the will.

Mr. Chanin testified further that immediately prior to the affixing of the various signatures to the will, decedent examined it and presumably read it. Its contents were discussed with decedent, who seemed to understand them. He was at the time of execution of sound mind and capable of handling his financial affairs. This was corroborated by Mrs. Dugdale.

Following its execution on March 9, 1965, the scrivener gave decedent a copy of the will but kept the original and took it to his office. As the date had not been inserted at the time of execution, the scrivener’s secretary on that day or the next wrote in the correct date. Thereafter, the will was retained by the scrivener until April 12, 1965, when he produced it [333]*333for the attempted probate which followed on May 29, 1965. Delay was due in part to the scrivener’s absence and also because he considered he had a lien on the will as he had not been paid for writing it and hoped to be employed by the executor in handling the estate. He had to be subpoenaed to appear before the register as an attesting witness.

The scrivener testified also that he had represented Mrs. Dugdale in a domestic relations court matter, but had not discussed with her decedent’s will nor divulged to her any of the provisions thereof. Nor had he any conversation with her concerning the paragraph of the will whereby decedent disinherited the brother and the sister who are the exceptants.

It was this testimony of the two attesting witnesses, one of them the scrivener, a member of the bar, which in their exceptions the disinherited brother and sister of decedent described as “impeached, perjured and discredited”. A careful reading of the record reveals the total absence of any basis or justification for a statement so extreme and so unfair. The testimony constitutes direct and credible evidence that there was no forgery.

True it is, in testifying these witnesses were not precise in everything they said respecting minor details, such as escape the memory of most individuals with the passage of time. That these matters were of great concern to exceptants, and stressed to an inordinate degree by them, does not derogate from the validity and essential truthfulness of the testimony concerned.

Nor does the charge of bias have an adverse effect on the testimony of Mr. Chanin. He was clearly a disinterested witness because, while he wrote the will, he had been denied any right to represent the estate. He had for a time withheld delivery of the will. He could justifiably be considered a hostile witness.

[334]*334. Mrs. Dugdale is, of course, interested, as she is the beneficiary of a substantial part of the estate. Nevertheless, her testimony is clear and forthright as to the execution of the will and is corroborative of what the professional witness, the scrivener, reported as to what took place at decedent’s home when, the will having been delivered to him and its contents discussed with him by his attorney, decedent executed it. It is not within the realm of probability that Mr. Chanin, a young member of the bar, would commit perjury, in a matter of such great import in the life of an attorney, to favor Mrs. Dugdale or her brother at the risk of his professional reputation and career.

With the testimony of these two witnesses in the record, the proponents of the will met the requirements of the law and sustained the burden of proof placed upon them.

The will is a natural one. What is more likely than that decedent would favor with his bounty the sister who for many years had assisted him in the operation of his business and with her daughter had lived in his house? So, too, the other heir, the brother Samuel, who was close to decedent, an assistant in his business, and enjoyed his companionship and affection.

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Bluebook (online)
42 Pa. D. & C.2d 329, 1967 Pa. Dist. & Cnty. Dec. LEXIS 81, Counsel Stack Legal Research, https://law.counselstack.com/opinion/elias-estate-paorphctphilad-1967.