Heffner Will

1 Pa. Fid. 300

This text of 1 Pa. Fid. 300 (Heffner Will) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, York County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heffner Will, 1 Pa. Fid. 300 (Pa. Super. Ct. 1981).

Opinion

Opinion by

Shadle, P.J.,

This is an appeal from a decision of the register of wills which (a) revoked letters of administration previously granted on the estate of the decedent, (b) admitted to probate a writing alleged to be the will of the decedent, and (c) granted letters testamentary thereon to Nolan E. Heffner. The issues are as follows:

(1) Whether the writing is testamentary in nature.

(2) Whether the writing was signed by the decedent.

(3) Whether the appellees are barred by laches or estoppel from asserting the validity of the writing as a will of the decedent.

Findings of Fact

On the basis of the record and the evidence produced at an evidentiary hearing, we find the following facts:

Marie I. Heffner died on October 20, 1968, survived by two sons, Nolan E. Heffner and Delmas M. Heffner, as her only heirs at law. On October 30, 1968, on petition of Nolan E. Heffner alleging that the decedent died thereon intestate, letters of administration were granted to Nolan E. Heffner, Delmas M. Heffner having renounced his right thereto. An inventory was filed indicating that the decedent was possessed [301]*301of certain personal property and of real estate located on Main Street in Felton Borough, York County. Inheritance tax was paid and the estate apparently was informally closed late in 1969.

On March 3, 1980, Delmas M. Heffner died leaving a will in which he devised his one-half interest in the Felton Borough real estate in question to Edna Strayer. On May 23, 1980, Nolan E. Heffner filed with the register of wills an undated writing alleged to be the will of Marie I. Heffner. He also filed his own petition praying that the register revoke the letters of administration previously granted to him, and that letters testamentary on the alleged will be granted to him as the surviving executor thereof.

The writing was as follows:
“Delmas & Nolan
If anything happens me Donna and Allen are to have the house
Mother”

Following a contested hearing before the register of wills, the register entered a decision revoking the prior letters of administration, admitting the writing to probate as the will of the decedent, and granting letters testamentary thereon to Nolan E. Heffner as the surviving executor thereof. Edna Strayer has appealed to this court from such decision.

Donna Herman was a grandniece of the decedent, and was raised by the decedent from the time she was six weeks old, during which time both of them resided in the real estate in question. Donna was married to Allen on February 10, 1968, after which both of them resided in the premises with the decedent until her death eight months later. Donna and Allen have continued to reside in the premises ever since, paying the taxes, upkeep and expenses thereon. At the time of the death of the decedent Donna was seventeen years old.

Some time after the marriage of Donna and Allen the decedent exhibited to Dorothy Fisher, a friend for sixty years, a writing which the witness did not read, at which time the decedent stated that she was going to make Nolan her executor, and that she wanted Donna and Allen to have her home. About a half dozen times, both before and after Donna’s marriage, the decedent stated to her niece, Viola Hare, that she wanted Donna to have her house. In September, 1968, which was ap[302]*302proximately one month before her death, the decedent stated to Kathryn S. Shultz, a long time neighbor, that she wanted Donna and Allen to have her home. Sometime before Donna’s marriage, the decedent stated to Donald E. Atkins and Naomi Atkins, long time neighbors, that she wanted Donna to have the house, and the decedent sold to them a small portion of a lot adjoining the house, but declined to sell them more land because Donna might want it in connection with the house.

The day after the decedent died, her relatives, including Donna, Allen, Nolan and Delmas, met at the home of the decedent and removed the contents of the pocketbook of the decedent. Included among the contents was the writing in question, which all parties examined, Donna Herman, Allen Herman, Nolan E. Heffner, Dorothy Fisher, Viola Hare and Kathryn S. Shultz all agreed that the writing was in the handwriting of the decedent.

Discussion

Preliminarily, we address the contention of Nolan that the appellant, Edna Strayer, as the beneficiary under the will of Delmas, is barred by the lapse of time from pursuing the instant appeal by Section 908(a) of the PEF Code. That section provides:

“Any party in interest who is aggrieved by a decree of the register . . . may appeal therefrom to the court within one year of the decree . ..”

The writing was delivered by Nolan E. Heffner to the attorney who represented him in settling the estate of the decedent. The attorney apparently retained the writing until the present proceedings were initiated. Periodically after the death of the decedent Donna and Allen inquired of Nolan and Delmas as to what was to be done about the real estate, to which the latter always replied that the attorney for the estate was “taking care” of the matter. At the hearing Nolan explained the delay by stating his belief that nothing could be done about the real estate until Donna became twenty-one years old, at which time he anticipated that he and Delmas and their wives would “sign off” the real estate, but that nothing to that end was ever done because of certain disagreements between Nolan and Delmas. When Delmas died and devised a [303]*303one-half interest in the real estate to Edna Strayer, this prompted Donna and Allen to initiate the present proceedings. There is no explanation of why Nolan, rather than they, filed the alleged will and petitioned for revocation of the prior letters and the grant of new letters, nor of why Nolan, who did take such action, now takes a position as appellee in opposition to the validity of the alleged will.

Nolan appears to argue that the instant appeal is from the October 30, 1968 action of the register in granting the original letters of administration, which appeal has been filed more than twelve years thereafter. This contention obviously is erroneous. The instant appeal is not from the 1968 decision but from the August 29, 1980 decision of the register admitting the disputed writing to probate, and at the same time revoking the prior letters and granting new letters. The fact that the 1980 decision reversed the 1968 decision of the register does not render the present appeal one from the 1968 decision. The instant appeal clearly is timely under Section 908.

Also preliminarily, Nolan contends that there is not sufficient evidence that the document in fact was written by the decedent. The evidence was precisely to the contrary. As we have noted, six witnesses, one of whom was Nolan himself, and three of whom were totally disinterested, testified that the handwriting was that of the decedent. Nolan now argues that there was no proof that such witnesses had sufficient knowledge of the decedent’s handwriting to so testify. However, the witnesses did testify that they knew and had seen her handwriting over the long period of time they had known her. In any event, all of such testimony was admitted without objection by Nolan or anyone else.

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Related

Estate of Logan
413 A.2d 681 (Supreme Court of Pennsylvania, 1980)
In Re Estate of Sedmak
357 A.2d 142 (Supreme Court of Pennsylvania, 1976)
Kimmel's Estate
123 A. 405 (Supreme Court of Pennsylvania, 1924)

Cite This Page — Counsel Stack

Bluebook (online)
1 Pa. Fid. 300, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heffner-will-pactcomplyork-1981.