Frew v. Clarke

80 Pa. 170, 1876 Pa. LEXIS 42
CourtSupreme Court of Pennsylvania
DecidedJanuary 6, 1876
StatusPublished
Cited by21 cases

This text of 80 Pa. 170 (Frew v. Clarke) 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
Frew v. Clarke, 80 Pa. 170, 1876 Pa. LEXIS 42 (Pa. 1876).

Opinion

Mr. Justice Mercur

delivered the opinion of the court,

This was a feigned issue to try the genuineness and testamentary character of a written instrument, of which the following is a copy, to wit:—

[178]*178“ Know all men by these presents, that I, James McCully, of Pittsburg, Pa., do order and direct my administrators or executors; in case of my death, to pay Robert D. Clarke, the sum of seventy-five thousand dollars, as a token of my regard for him, and to commemorate the long friendship existing between us.
Witness my hand and seal this 17th day of April, A. D. 1872.
$75,000.
James McCully. [l. s.]”

Twenty errors have been assigned, yet all the substantial matters may be considered in answering the following questions:—

1. Is the instrument of a testamentary character ?

2. Is the signature thereto in the handwriting of James McCully ?

3. Was his signature obtained through fraud or imposition, or in his ignorance of the contents of the instrument ?

The first is a question of law, the others questions of facts.

1. A will is defined to be the legal declaration of a man’s intentions, which he wills to be performed after his death: 2 Black. Com. 500; Bouv. Law Dic.; 1 Jarman on Wills 11. An instrument in any form, whether a deed poll or indenture, if the obvious purpose is not to take place till after the death of the person making it, shall operate as a will: Habergham v. Vincent, 2 Ves. Jr. 204. It may be by an endorsement on a note: Hunt v. Hunt, 4 N. H. 434; or by letter: Morell v. Dickey, 1 Johns. Ch. 153. Whatever be the form of the instrument, if it vests no present interest, but only directs what is to be done after the death of the maker, it is testamentary: Turner et al. v. Scott, 1 P. F. Smith 126. The essence of the definition is, that it is a disposition to take effect after death: Redfield on Wills 5; Turner v. Scott, supra. Nor does it matter that the person intended to make a note instead of a will. If he used language which the law holds to be testamentary, his intention is to be gathered from the legal import of the words he employed: Id. Ño form of words is necessary to make a valid will. The form of the instrument is immaterial, if its substance is testamentary: Patterson v. English, 21 P. F. Smith 458; see also Rose v. Quick, 6 Casey 225; Frederick’s Appeal, 2 P. F. Smith 338.

This instrument is in writing. It is signed at the end thereof. It contains no admission of indebtedness. It furnishes no evidence of a debt. It contains no promise to pay. It vested no present interest. It was not to take effect until after the death of McCully. In the meantime he could revoke it at his pleasure. It therefore possessed all the essential characteristics of a will, and was undoubtedly testamentary in its character.

2. The 6th section of the Act of 8th April 1833, requires that a will “ in all cases shall be proved by the oaths or affirmations of two or more competent witnesses.” The act does not require them to be subscribing witnesses: Jones v. Murphy, 8 W. & S. 295; [179]*179Carson’s Appeal, 9 P. F. Smith 498. Although the body of the will be not in the handwriting of the testator: Weigel v. Weigel, 5 Watts 486; Hinder v. Farnum, 10 Barr 98: Derr v. Greenwalt, 26 P. F. Smith 254. It may be proved then by competent witnesses, two or more in number. In this case, some fifteen witnesses testified to the authenticity of McCully’s signature. Among the number was Robert D. Clarke,the defendant in error. It is claimed that he was incompetent. If so, it must be on the ground of either interest or policy. The first section of the Act of 15th April 1869, declares “ no interest or policy of law shall exclude a party or person from being a witness in any civil proceeding.” The proviso to the section, after wholly excluding from the operation of the act several classes of cases, declares, inter alia, the act shall apply in “issues and inquiries devisavit vel non.” This was an issue devisavit vel non. It was the very question in controversy. It is then just the case in which the Act of Assembly says Clarke is a competent witness, although a party and interested. To deny this, is to disregard the specific terms of the act, and to refuse to give effect to the language cited. It was, therefore, held in Bowen v. Goranflo, 28 P. F. Smith 357, that one who was a party to the issue and both executor and devisee under the will in controversy, was a competent witness.

A careful review of the act confirms us in the correctness of the conclusion at which we then arrived. We do not see how effect can otherwise be given to the clause in question. It is claimed, however, that this construction of the statute will open the door to fraud and perjury. It may be so. It is possible that permitting .parties to testify in any case has caused much perjury. The good and the bad in this world are very much blended. Many an act of the legislature may not produce unalloyed good, yet we must give effect to its provisions. If the evil preponderates in obeying its mandates, the corrective power is lodged in the legislature to modify or repeal what they have enacted. We therefore see no error in permitting Clarke to testify. The evidence in favor of the signature being McCuliy’s, was most ample to submit to the jury. On that testimony they had a right to find, as they did; find, the signature to be genuine.

3. The learned judge said to the jury there was no evidence in the case of want of testamentary capacity in James McCully. A careful examination of the testimony leads us to the same conclusion. He appears to have been a man of plain tastes and of economical habits. He was intelligent, careful and sagacious. Industrious and self-controlling, he had the ability to retain, as well as to make property. .No foolish bargains characterized his conduct. He had a vigorous and well-balanced mind. His testamentary capacity was very clear.

The question whether any fraud or imposition was practised on [180]*180McCully, or that he signed the paper in ignorance of its contents, or that some one wrote the body of the instrument over his signature and without his knowledge and consent, were all fairly submitted to the jury. The burden of proving these allegations rested on the party alleging them. If he signed the instrument, the presumption is that he did so voluntarily with a full knowledge of its contents. It is claimed, however, that when the principal beneficiary under a will is a stranger, having no claims from relationship, direct proof is not required of undue influence in procuring the making of the will. In support of this view, Boyd v. Boyd, 16 P. F. Smith 283, is cited. That case, however, is predicated of general evidence of power exercised over a testator of comparatively weak mind. If the mental capacity of McCully had been impaired ; if he had become weak from age or bodily infirmity, although not to 'such an extent as to destroy his testamentary capacity, it might have shifted the burden of proof, and required the defendant in error to negative, by evidence, a 'presumption of undue influence. It is shown, however, that McCully’s mental capacity was not impaired. He had not become weak through age, bodily infirmity or otherwise.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Estate of McClain
392 A.2d 1371 (Supreme Court of Pennsylvania, 1978)
Cohen Will
284 A.2d 754 (Supreme Court of Pennsylvania, 1971)
Callahan Estate
79 Pa. D. & C. 530 (Mercer County Orphans' Court, 1952)
Zakatoff Will
81 A.2d 430 (Supreme Court of Pennsylvania, 1951)
Deist Estate
75 Pa. D. & C. 145 (Somerset County Orphans' Court, 1950)
Thompson Estate
64 Pa. D. & C. 77 (Erie County Orphans' Court, 1947)
Murphy's Estate
51 Pa. D. & C. 579 (Philadelphia County Orphans' Court, 1944)
Shoemaker's Estate
47 Pa. D. & C. 337 (Dauphin County Orphans' Court, 1943)
Zell's Estate
198 A. 76 (Supreme Court of Pennsylvania, 1938)
Dalbey's Estate
192 A. 129 (Supreme Court of Pennsylvania, 1937)
Knoll v. Hart
162 A. 228 (Supreme Court of Pennsylvania, 1932)
Llewellyn's Estate
145 A. 810 (Supreme Court of Pennsylvania, 1929)
Wolfe's Estate
130 A. 501 (Supreme Court of Pennsylvania, 1925)
McCune's Estate
109 A. 156 (Supreme Court of Pennsylvania, 1920)
Spence's Estate
102 A. 212 (Supreme Court of Pennsylvania, 1917)
Phillips' Estate
90 A. 457 (Supreme Court of Pennsylvania, 1914)
Harrison's Estate
46 A. 888 (Supreme Court of Pennsylvania, 1900)
Estate of Coleman
44 A. 1085 (Supreme Court of Pennsylvania, 1899)
In re Estate of Jacoby
42 A. 1026 (Supreme Court of Pennsylvania, 1899)
Estate of Williams
5 Coffey 1 (California Superior Court, San Francisco County, 1895)

Cite This Page — Counsel Stack

Bluebook (online)
80 Pa. 170, 1876 Pa. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/frew-v-clarke-pa-1876.