Estate of: I. Wilner Appeal of: Baker, L.

142 A.3d 796, 636 Pa. 277, 2016 Pa. LEXIS 1509, 2016 WL 3909002
Supreme Court of Pennsylvania·Decided July 19, 2016·No. 136 MAP 2014·Published·Cited by 14 cases

Opinions

OPINION

Chief Justice SAYLOR.1

In this appeal by allowance, we consider the meaning and proper application of the statutory two-witness rule for proving a will where the original, executed will is lost.

This dispute arises from an attempt to enter a copy of a lost will into probate. According to the credited testimony and other evidence presented in the orphans’ court, Isabel Wilner (“Decedent”), born in 1920, died at age 91 in March 2011. She was a lifelong Episcopalian and, during her career as a librarian and author of children’s books, she lived in or near Baltimore, Maryland, where she attended the Church of the [280] Nativity (the “Maryland church”). She also spent time in Tunkhannock, Pennsylvania, where she ultimately decided to live during her retirement. While residing in Tunkhannock, Decedent attended Saint Peter’s Episcopal Church (the “Pennsylvania church”). She remained on good terms with both churches throughout her life.

Decedent never married. Her intestate heirs were her niece Dana Wilner (“Appellee”) and her nephew David Wilner, who is not involved in this litigation.

Charles Welles, Esq., a lawyer in Tunkhannock, drafted a will for Decedent, nominating Decedent’s friend Margaret Young as executrix and naming the Maryland church as the primary beneficiary. Decedent executed the will in June 2007. Testamentary formalities took place at the office of another Tunkhannock attorney, Judd Fitze, Esq. The subscribing witnesses were Attorney Welles and Attorney Fitze’s secretary. Attorney Fitze was present for the execution and notarized the signatures. Attorney Welles made two conformed copies of the will.2 He kept one such copy for his files and gave the other copy and the original will to Decedent.

When the will was executed, Decedent, then 87 years old, was suffering from physical limitations which prevented her from ascending the stairs in her home. Additionally, her eyesight was failing. She therefore lived in a first-floor bedroom. Decedent’s live-in caregiver was Linda Baker (appellant herein), a close friend and a cousin by marriage. At Decedent’s request, Baker put the original will in an unlocked metal box near Decedent’s first-floor bedroom. Baker placed the conformed copy in a locked safe in an upstairs bedroom. The key to the safe was kept in the drawer of a nearby night table.

In April 2010, Attorney Welles prepared two additional documents for Decedent: a codicil which specifically referenced the June 2007 will and changed the executrix from [281] Young to Baker, and a deed transferring ownership of Decedent’s Tunkhannock home to the Pennsylvania church while retaining a life estate. The executed deed was recorded with the county recorder of deeds. As for the codicil, Attorney Welles followed the same procedure as with the will: he made conformed copies, kept one copy for his files, and gave the original and a conformed copy to Decedent. Again, Baker put the executed codicil in the downstairs metal box and placed Decedent’s conformed copy in the upstairs safe.3

Later that year, in November 2010, several family members visited Decedent at her house. Among them was Appellee, whom Decedent had not invited.4 During the visit, Appellee told Decedent that if anything were to happen to Decedent, Appellee wanted to have certain family documents and other items in Decedent’s possession. Appellee also advised Decedent that she should move out of her house and live in a nursing home. Appellee’s presence and remarks caused Decedent to become visibly distressed to the point where Decedent asked not to be left alone with Appellee.5 Subsequent phone calls from Appellee were also upsetting to Decedent and made it difficult for Baker calm her down or keep her calm. As a result, Baker eventually refused to give the phone to Decedent when Appellee called, and Attorney Welles wrote to Appellee requesting that all future communications with Decedent be directed through him.

[282] One week prior to Decedent’s death, Attorney Welles met ■with Decedent at her home. Decedent did not tell him that she wished to revoke her will, either at this meeting or at any other time, although Decedent and Welles had been in regular contact. Likewise, Decedent never informed Baker that she wished to revoke her will.

Decedent died on March 16, 2011. Shortly thereafter, Baker went to Decedent’s house to retrieve the will. She discovered that the will had been removed from the downstairs metal box, although other items — including the two original codicils and the envelope that had contained the will— were still there. When Baker checked the upstairs safe, she found that all papers had been removed, including the conformed copy of the will. Baker conducted a thorough search of the home but was unable to locate any of the missing items.

Without the original will, Baker sought to have Attorney Welles’ conformed copy of the will, together with the original codicils, entered into probate.6 When Appellee objected, the register of wills certified the matter to the orphans’ court, see 20 Pa.C.S. § 907 (relating to the certification of records when a dispute arises), whereupon the Office of Attorney General, in its capacity as parens patriae, joined the litigation in view of the charitable bequest to the Maryland church. See 71 P.S. § 732-2Q4(c) (authorizing the Attorney General to intervene in actions involving charitable bequests).

The court held two evidentiary hearings to determine whether the conformed copy of the will, as produced by Attorney Welles from his files, should be accepted into probate. During the hearings, Attorneys Fitze and Welles testified that they saw Decedent execute the will. However, only the latter was able to testify to the will’s contents, stating that the terms appearing in the conformed copy accurately reflected the contents of the original will.

[283] By opinion and order dated June 25, 2012, the court granted Baker’s petition, directing that the conformed copy of the will and the original codicils be admitted to probate and that letters testamentary be issued to Baker. In its opinion, the court initially acknowledged that, when an original will in the testator’s possession cannot be located, a rebuttable presumption arises that the testator destroyed it with the intent to revoke it. See Estate of Wilner, No. 2011-13, slip op. at 8-9 (C.P. Wyoming June 25, 2012) (citing Gardner v. Gardner, 177 Pa. 218, 35 A. 558 (1896)). Here, however, the court found the proofs sufficient to rebut the presumption. The court noted that the codicils referenced the will, and it generally credited the testimony of Baker and her witnesses. See id. at 10-13.7

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Estate of: I. Wilner Appeal of: Baker, L., 142 A.3d 796, 636 Pa. 277, 2016 Pa. LEXIS 1509, 2016 WL 3909002 (Pa. 2016).

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