Hoffmann Estate

15 Pa. D. & C.2d 331, 1958 Pa. Dist. & Cnty. Dec. LEXIS 299
CourtPennsylvania Orphans' Court, Allegheny County
DecidedFebruary 11, 1958
Docketno. 2159 of 1956
StatusPublished
Cited by1 cases

This text of 15 Pa. D. & C.2d 331 (Hoffmann Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Allegheny County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hoffmann Estate, 15 Pa. D. & C.2d 331, 1958 Pa. Dist. & Cnty. Dec. LEXIS 299 (Pa. Super. Ct. 1958).

Opinion

Boyle, P. J.,

The case at bar is a will contest involving an appeal from the order of the Register of Wills of Allegheny County entered May 3, 1956, admitting to probate a paper writing dated December 19, 1955, as the last will and testament of the above named decedent and granting letters testamentary thereon to Mrs. Edward Hoffmann Grapp, proponent of the will who is a niece by marriage of decedent. Appellants, who are contestants of the purported will, are Helen G. Stengle and Elizabeth H. Gettman, nieces by blood of decedent. In their petition sur appeal contestants aver that testatrix lacked testamentary capacity when she signed the purported will and that the execution of the writing was procured by the fraud and undue influence of proponent who stood in a confidential relationship to testatrix. At the hearing it was also alleged that the writing was not proven by the testimony of two witnesses as required by section 4 (a) of the Wills Act of April 24,1947, P. L. 89. These allegations are denied in the answer filed by proponent.

Testatrix died on April 29, 1956, leaving to survive her as her heirs at law a nephew, Theodore Grapp, two nieces, Helen G. Stengle and Elizabeth H. Gettman, contestants, a grandniece, Valera Grapp, and two great-grandnieces, Charlotte Lucille Siminatis and Sarah Antonia Siminatis, minors who are represented [333]*333in this proceeding by the guardian of their estates. Proponent of the will is the widow of Edward Hoffmann Grapp, a nephew of testatrix. Valera Grapp is a daughter of proponent. The two Siminatis minors are grandchildren of proponent.

In paragraph “Third” of the purported will proponent is bequeathed a specific legacy of 808 shares of the capital stock of the J. M. Hoffmann Company. According to the inventory which has been filed this legacy has a value of $195,334.00. It is bequeathed free of “. . . all inheritance taxes . . .” under the provisions of paragraph “First” of the will. Under paragraph “Fourth” of the purported will the residue of the estate, after payment of debts, funeral expenses and all inheritance taxes is to be distributed as follows:

One-Fourth (%) “Theodore Grapp
One-Fourth (%) Helen Grapp
One-Fourth (%) Elizabeth Goettmann
One-Eighth (Vs) Valera Grapp
One-Sixteenth (% 6) Charlotte Lucille Suminatis
One-Sixteenth (% e) ” Sarah Antonia Suminatis

The entire estate of testatrix is appraised at a value of $492,702.12 in the inventory and supplemental inventory which have been filed.

The case came on to be heard. The testimony established that at the time of the execution of the will, viz., 11 a.m. of December 19, 1955, testatrix was 92 or 93 years of age. She was a patient in the Washington Sanitarium and Hospital in Washington, D. C., which she had entered on November 11, 1955. The testimony is that testatrix was ill with a painful abdominal disorder on December 19, 1955, nurses had been assigned, a minimum dose of demerol, a pain-relieving narcotic, had been administered at 6:30 a.m.; the writing was signed at 11 a.m.

Contestants did not produce a witness whose testimony would support a valid finding of lack of testa[334]*334mentary capacity in testatrix on the day, December 19, 1955, and at the time, 11 a.m., when she signed the paper writing which purports to be her will. Dr. Robert A. Hare, the physician who attended testatrix daily from the time of her admission to the hospital in November 1955, until her death in April 1956, was called as a witness by contestants. Excerpts from his testimony show that testatrix knew what she was doing on December 19th. At pages 164, 165 of the official notes of testimony, Dr. Hare testified:

“Q. This condition that she had on December 17, 18 and 19 — did you recommend surgery?
“A. We advised that we felt surgery might be necessary.
“Q. What did Miss Hoffmann say?
“A. She did not want surgery.
“Q. Did she want to rely on anybody else’s opinion as to whether or not she would have surgery? Not medically, but say from Mrs. Grapp — was she willing to have Mrs. Grapp decide whether she would have surgery? Do you recall talking to her about that?
“A. I think she reserved the decision for herself.”

And at page 166:

“Q. Was she able to, for instance, get out of bed during this time?
“A. Yes, sir.”

At pages 172,173,174, Dr. Hare testified as follows:

“Q. Did these sedatives in any way affect her mental condition or mental operation of her mind?
“A. I think very slightly if at all. She showed a remarkable mental clarity throughout her illness.
“Q. On the day that you talked with her as to whether or not she should have an operation, do you recall the date that was? Was that December 19 or 18?
“A. I couldn’t say whether I talked with her the 19th about that for I talked with her for several days dur[335]*335ing the development and existence of that acute condition.
“Q. Did she carry on a long discussion with you, I mean an intelligent discussion?
“A. Quite intelligent.
“Q. What was the condition of her mind during those times? Did she have a keen perceptive mind?
“A. She was quite alert. Did not want to have surgery.
“Q. From your various discussions with her would you say that she had a strong mind? Did she have her own will at all times?
“A. Yes, sir.
“Q. Would you say, Doctor, she had an intelligent knowledge of the nature of things up until the day that she died?
“A. I would say until the day before she died.
“Q. Would that include every day up until the day before she died?
“A. I would say an intelligent knowledge of things, yes.
“Q. Could you give us an opinion as to her memory, what type of memory she had? Did she remember things at all times?
“A. My contact with her she had a good memory.
“Q. You stated, Doctor, that she was in serious condition about December 17, 18, and those days in and about that time, and stated that that condition could have been very serious. Now did it result in any serious condition at all? That is, her digestive obstruction during that period.
“A. Temporary discomfort that she experienced.
“Q. But that was relieved?
“A. That was relieved very shortly afterwards, and normal state prevailed again.
“Q. Would that digestive obstruction, as you called it, affect her mental operations in any way?
[336]*336“A. Oh, I doubt if it would.
“Q.

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Related

Hoffman Will
147 A.2d 633 (Supreme Court of Pennsylvania, 1959)

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Bluebook (online)
15 Pa. D. & C.2d 331, 1958 Pa. Dist. & Cnty. Dec. LEXIS 299, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoffmann-estate-paorphctallegh-1958.