Hartman's Estate (No. 1)

182 A. 234, 320 Pa. 321, 1936 Pa. LEXIS 595
CourtSupreme Court of Pennsylvania
DecidedOctober 4, 1935
Docket1; Appeals, 8 and 11
StatusPublished
Cited by24 cases

This text of 182 A. 234 (Hartman's Estate (No. 1)) 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
Hartman's Estate (No. 1), 182 A. 234, 320 Pa. 321, 1936 Pa. LEXIS 595 (Pa. 1935).

Opinion

Opinion by

Me. Justice Barnes,

The appeals in this estate are from the final decree of the Orphans’ Court of Mifflin County, dismissing exceptions of appellants to the auditor’s supplemental report and revised schedule of distribution, and confirming absolutely the report and schedule.

The decedent, Rachel J. Hartman, died on July 29, 1932. She was an elderly woman who never married, and had resided during her entire lifetime at Milroy, Armagh Township, in Mifflin County. On August 31, 1932, following her death, there was probated a last will and testament of decedent, dated July 28,1932, upon which letters testamentary were granted on September 3,1932, to the executor named therein, C. G-. Milliken. The executor filed his first and final account of the administration of the estate on March 27, 1933, showing a balance of $18,274.20 for distribution. Exceptions to the account were filed by Harry Haines, nephew, the only heir at law and next of kin of decedent. The court thereupon appointed an auditor to pass upon the exceptions and award distribution of the balance of the estate.

During the prolonged hearings which he held, the auditor received in evidence three testamentary instruments or writings of decedent, each one of which purported to be and was designated by testatrix as her last will and testament. The first of these was dated July 27, 1927, having attached* a codicil of the date of February 19, 1931. We are not concerned here with this first will and codicil. It is conceded that its provisions were revoked and voided by the subsequent testamentary dispositions made by testatrix.

*323 There remained two other instruments purporting to be wills of this testatrix: one dated July 29, 1931, hereinafter referred to as the “1931 will,” and the other dated July 28, 1932, hereinafter called the “1932 will.” The 1931 will was not offered for probate until August 12, 1933, approximately one year after letters testamentary had been granted to the executor upon the 1932 will. Although admitted to probate, no letters testamentary were issued under the 1931 will, the executor acting under the letters granted upon the 1932 will. Both wills named C. G. Milliken as executor.

From the record it appears that all of these instruments executed by the testatrix were prepared and witnessed by William P. Woods, a banker, and for many years the friend and adviser of the.testatrix. In preparing these wills the scrivener used printed forms which he obtained from a legal stationer, each one of which contained a printed clause of revocation reading as follows: “hereby revoking and making void all former wills by me at any time heretofore made.” There is no question involved in these appeals respecting the execution, witnessing and publication of each one of these instruments.

The death of the testatrix on July 29, 1932, within one day after the execution of the 1932 will, gave rise to the question before the auditor whether the bequests and devises in the 1932 will to the charitable and religious institutions named therein are voided, as falling within the “thirty-day provision” of section 6 of the Wills Act of June 7, 1917, P. L. 403, 20 P. S., section 195. This would affect the gifts to the White Memorial Congregational Church of Milroy, Pennsylvania, to the Lewis-town Hospital, the appellants herein, and to the Congregational Conference of Pennsylvania. The objection to a gift in favor of the Woodlawn Cemetery Company of Milroy was withdrawn by written stipulation filed of record.

*324 Referring to the provisions of the 1931 will, the testatrix in Item 1 devised certain farm lands to J. Charles Treaster, and gave thé balance of her real estate to the Congregational Conference of Pennsylvania. In Item 2, the sum of $1,000 was bequeathed to the Lewistown Hospital. The'3d Item reads as follows: “I herewith order and direct my hereinafter named executor or executors to give the balance of my estate of whatsoever nature, as I have otherwise directed him or them.” Prom the evidence before the auditor, the executor was entrusted under the oral directions referred to in this item, to make the following gifts: To the White Memorial Congregational Church of Milroy, Pennsylvania, $500; to Wood-lawn Cemetery Company, $1,000; to various named persons gifts of cash and specific articles belonging to decedent; to the Congregational Conference of Pennsylvania, all the rest of the furniture; and to the White Memorial Congregational Church of Milroy, Pennsylvania, the balance of decedent’s personal estate.

The 1932 will bequeathed directly to the White Memorial Congregational Church of Milroy, Pennsylvania, the sum of $500, and to the Woodlawn Cemetery Company the sum of $1,000 in trust to use the income for the care of the decedent’s buiral lot; the devise of the real estate to Treaster and the Congregational Conference of Pennsylvania was identical with the 1931 will. The bequest to the Lewistown Hospital was increased to the sum of $2,000; a bequest of a like amount of $2,000 was made to the nephew of testatrix, Harry Haines. After the distribution of certain cash gifts and personal effects of furniture, according to directions privately given to the executor, the balance of the estate of whatsoever nature was given to the White Memorial Congregational Church of Milroy, Pennsylvania. Testatrix finally directed that the executors be not required to give bond or file an account in the settlement of the estate.

While it may be said that the two wills had provisions in common, nevertheless by comparison it is apparent *325 that the 1932 will shows important changes from the 1931 will in these particulars: (1) the bequest of $500 to the White Memorial Congregational Church was a direct bequest instead of by oral instructions; (2) there was a direct bequest of $1,000 to the Woodlawn Cemetery Company; (3) the bequest to the Lewistown Hospital was raised from $1,000 to $2,000; (4) there was included a bequest of $2,000 to Harry Haines; (5) there was a direct gift of the residuary estate to the White Memorial Congregational Church instead of by oral instructions to the executor; (6) there was a provision that the executor be relieved of giving bond or filing an account.

The appellants here earnestly contend, and the auditor in a carefully studied report reached the conclusion, that the 1932 will was intended as a codicil to the 1931 will, and not as an absolute revocation thereof. The auditor admitted testimony of the scrivener and the executor of the will, both of whom were witnesses present at the time of its execution, as to the declarations and instructions of the testatrix evincing her intention that the two instruments were to stand together. Basing his findings largely upon the testimony of these two witnesses, he decided that the 1932 will should be construed as a codicil to the 1931 will, and the gifts to the charities named related back to the 1931 will and were valid. Accordingly, in the schedule of distribution the auditor awarded to them the gifts provided by the testatrix. Exceptions to the report and award of the auditor in respect to these gifts were sustained by the court below upon the ground that the 1931 will was revoked by the later will, and the gifts to the charities and religious institutions as contained in the 1932 will were barred by the act above mentioned.

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Bluebook (online)
182 A. 234, 320 Pa. 321, 1936 Pa. LEXIS 595, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartmans-estate-no-1-pa-1935.