Henlein's Estate

46 Pa. D. & C. 47, 1942 Pa. Dist. & Cnty. Dec. LEXIS 349
CourtPennsylvania Orphans' Court, Erie County
DecidedSeptember 1, 1942
Docketno. 62
StatusPublished

This text of 46 Pa. D. & C. 47 (Henlein's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Erie County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Henlein's Estate, 46 Pa. D. & C. 47, 1942 Pa. Dist. & Cnty. Dec. LEXIS 349 (Pa. Super. Ct. 1942).

Opinion

Waite, P. J.,

— The first and partial account of the executor now before the court [48]*48for audit and distribution shows a balance amounting to $23,509.68, claims credits amounting to $3,850.46 (including a partial distribution), leaving a balance in the estate amounting to $19,659.22.

Morris M. Henlein died June 23, 1941, leaving a holographic will and two codicils, the former dated January 28, 1939, and the latter not dated, all contained in an envelope also endorsed in decedent’s handwriting “Personal and Important”, and kept in a desk in the den of his apartment where it was opened in the presence of disinterested witnesses after his death. Among other bequests in the first codicil is one to the Erie Branch of the Salvation Army, one to the City Mission of Erie, and another to the Zem Zem Hospital for Crippled Children of Erie, Pa. The second codicil, among other bequests, also gives the balance of the estate, if any, to the above-named Zem Zem Hospital. These are admittedly charitable bequests and to be valid under section 6 of the Wills Act of June 7,1917, P. L. 403, and its amendments, must have been made at least 30 days prior to testator’s death. Such bequests must be proved by disinterested witnesses (Kessler’s Estate, 221 Pa. 314) but need not now be proved by subscribing or attesting witnesses: Spain’s Estate, 327 Pa. 226.

The codicils are as follow:

“Codicil

Sum of $1000 to be given to the Erie Branch of the Salvation Army.

Sum of $1000 to be given to the City Mission of Erie.

Sum of $500. each to Howard & Jack Filer x 6014 Rimpau Blvd. Los Angeles, Cal'.

Sum of $1000 to the Zem Zem Hospital for crippled children,- of Erie, Pa. (If enough is left to pay said $1000 to Zem Zem Hospital after taxes on bequests & other expense of estate have been paid.

Morris M. Henlein.

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Balance of estate, if any to go to Zem Zem Hospital-Erie, Pa. Ladies watch in Safety Dep. Bx to Mrs. Ada Schiffler 2910 Southwood Ave. Toledo. All taxes on above bequests to be paid from estate.

Henrietta Carroll to have use of house at 957 W. 25 — Erie as long as she remains single. At her death or re-marriage house to become property of Zem Zem Hospital.

M. M. Henlein.”

The only question raised relative to the validity of the will is whether or not the bequests to the above-named charities are valid as having been executed 30 days or more prior to decedent’s death; that is to say, on or before May 24, 1941, decedent having died June 23,1941. It has been often and truly said that no will has a brother. We have been unable to find a case which can be held to be a precedent, under the particular facts in the instant case, relative to the validity of an undated codicil making effective bequests to charities, which under section 6 of the Wills Act must have been made at least 30 days prior to testator’s death. Kearns’ Estate, 16 D. & C. 234, cited in proponent’s brief, is not such a precedent. There the will was dated and although holographic was executed in the presence of two subscribing witnesses who were not available to prove the will, and at the hearing no testimony was produced to show whether or not the subscribing witnesses were disinterested, and testator’s signature was proved by witnesses who were familiar with his handwriting. Since, under the terms of that will, the executor was to determine what particular charities were to receive the bequests, the subscribing witnesses were held to be disinterested, the requirements of the statute met, and the charitable bequests, therefore, held valid. In that case the court [50]*50quoted in part, with approval, the maxim given in Broom’s Legal Maxims, page 847, which is as follows:

“Ex diuturnitate temporis omnia praesumuntur rite et solenniter esse acta. Tt is a maxim of the' law of England to give effect to every thing which appears to have been established for a considerable course of time, and to presume that what has been done was done of right* and not of wrong’. This maxim applies as well where matters are in contest between private persons as to matters public in their nature.”

In the instant case, the will and the codicils are holographic and the execution of the will was proved by disinterested witnesses familiar with decedent’s handwriting, and the will and codicils duly admitted to probate. To that extent the above-quoted legal maxim is applicable, although unnecessary. But the gifts being to charities the statute also requires that the testamentary writing must have been made at least 30 days prior to decedent’s death. When a will or codicil is undated there is, in our opinion, no presumption either for or against its having been executed 30 days or more before decedent’s death. In such a case the above maxim is inapplicable as to the date of execution, and the positive 30-day requirement of the statute as to charitable bequests must, in our opinion, be proved by the weight of the competent testimony. Let us then examine the testimony to determine whether or not that burden has been met.

Mrs. Henrietta Carroll, who, unassisted, cared for decedent’s apartment and also had charge of his correspondence and receipts and was apparently more closely associated with him during the years immediately preceding his death than any other person, testified that she was in his apartment at 404 West 9th Street every day during his illness, and was there in November of 1939, the day before he entered the hospital, and that he asked her to get an envelope from his desk, which she did, and that he tore it open and [51]*51took out the four small and one large sheets of paper identified by her as the will and codicils, and afterward probated as such, that Mr. Henlein made some corrections in them and then placed these five sheets (four small and one large) in another large envelope which she got from his desk at his request and that he wrote thereupon “Personal and Important”. She further testified:

“He gave it to me, and he said 'Henrietta, this is my will, if anything happens to me you are to notify Mr. Hadley immediately and give him this envelope’ and he told me to put the envelope back where I found it.”

The second codicil concludes with this clause: “Henrietta Carroll to have the use of the house at 957 West 25th Street, Erie, as long as she remains single. On her death or re-marriage, house to become property of Zem Zem Hospital.”

From other testimony offered, it appears that Mr. Henlein did not purchase the property at 957 West 25th Street until 1941, the deed being dated March 4, 1941. From this testimony it seems improbable that Mr. Henlein would attempt to dispose by will of real estate which he did not own at the time and, therefore, it seems improbable that the second codicil to the will could have been written at or prior to that time, although the large sheet of paper on which both codicils were written could have been there and placed in the envelope as identified and testified to and the second codicil written thereon later.

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Related

Pyewell's Estate
5 A.2d 123 (Supreme Court of Pennsylvania, 1939)
Spain's Estate
193 A. 262 (Supreme Court of Pennsylvania, 1937)
Braham & Co. v. Steinard-Hannon Motor Co.
97 Pa. Super. 19 (Superior Court of Pennsylvania, 1929)
Kessler's Estate
70 A. 770 (Supreme Court of Pennsylvania, 1908)

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Bluebook (online)
46 Pa. D. & C. 47, 1942 Pa. Dist. & Cnty. Dec. LEXIS 349, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henleins-estate-paorphcterie-1942.