Holland's Estate

32 Pa. D. & C. 549, 1938 Pa. Dist. & Cnty. Dec. LEXIS 292
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedJune 17, 1938
Docketno. 2096
StatusPublished

This text of 32 Pa. D. & C. 549 (Holland's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Holland's Estate, 32 Pa. D. & C. 549, 1938 Pa. Dist. & Cnty. Dec. LEXIS 292 (Pa. Super. Ct. 1938).

Opinion

Stearne, J.,

The basic question is whether the paper offered for probate is testamentary. Where such paper is of doubtful character, and is not clearly testamentary upon its face, is the determination of animus testandi a question of fact for the jury, or wholly a matter of law for the court?

A jury, upon award of an issue devisavit vel non, found that decedent had signed the questioned paper, that the disputed word at the top of the paper was “will”, but that decedent did not intend this document to be her last will and testament. Judgment was entered on the [550]*550verdict, and is unappealed. Upon the return of the record, the hearing judge, who awarded the issue, declined to accept the jury’s verdict as to animus testandi. As a matter of law he has decided that the paper is testamentary in character. He reversed the decree of the register of wills refusing probate, and returned the record with direction to probate the paper as the will of decedent. Exceptions have been filed to this action, which are now before the court for determination.

Of one thing there can be no question: This soiled paper, written with lead pencil, blurred, with obvious alterations and partially illegible, discloses upon its face no clear testamentary character. Indeed, an examination of the document reveals real doubt as to its true character and purpose. The original paper is attached to the register’s record. Photostatic copies may be found in various pleadings and court records.

Proponent deciphers the paper as follows:

Year 1923. Will.
Daughter Bell A. Hand,
10000 thound dollars Lilly L. Holland
8.000 dollar
Eva Victoria Blish
8.000
Marie A. Hand, my grant daughter 5,000
Lilly B. Marvel 200 hund dollars Brother Charles Shepheard 200 hund dollars
Mary S. Holland

The register, in his opinion, describes the document as follows: “The writing on the paper is in lead pencil, and is blurred and partially illegible.” It is “soiled and frag[551]*551mentary”. The appearance of an ill-defined word at the top of the instrument (which the jury found to be the word “will”) is described by the register as follows: “[it] is crowded between the top of the page and the first line of the other text”. Expert and lay witnesses before the register differed as to whether the word was “will”. The register says “Scrutiny of the word indicates that the opinion of the experts and laymen must be mere conjecture, so indistinct is the writing”. Again, “we are not persuaded by the evidence supporting the hypothesis that the disputed word is ‘will’. Our own observation leaves us in serious doubt.” Also, “some portions [of the document] were manifestly retraced or altered.”

There are no dispositive words in the document. There is no plain disposition of decedent’s property to take effect after her decease. The whole writing is so ambiguous in substance and appearance that it is most doubtful whether, from the paper itself, it can be determined that it is a testamentary disposition. Furthermore, the facts surrounding the discovery of the document, and all the other attending facts and circumstances, raise considerable question as to its real nature.

The register refused probate. He wrote, “It is possible that the case might have merited some different analysis of the evidence, had proponent asked the award of an issue on the question of testamentary intent, but the prayer is [solely] for probate”.

Proponent, whose name appears on the questioned paper, appealed from the decision of the register refusing probate. She prayed for an issue devisavit vel non to have the four questions of fact (above indicated) determined by a jury. After a hearing, the presiding judge granted the issue prayed for. He ruled that “a substantial dispute existed upon a material matter of fact.” The jury found, as above indicated, that the indistinct word at the top of the paper was “will”, that the signature was genuine, but that decedent did not intend the document to be her will.

[552]*552The sole question, therefore, is whether the presiding judge was correct in declining to accept the verdict of the jury, and in directing the probate of the paper.

Ascertainment of testamentary intent ordinarily is a matter of interpretation of language and is a question of law for the court: Tranor’s Estate, 324 Pa. 263; Zell’s Estate, 329 Pa. 312. This only ápplies, however, where the testamentary character of the instrument is apparent on its face; Tranor’s Estate, supra; Zell’s Estate, supra. Thus in Tranor’s Estate the paper was dated; commenced “Last will and Testament” (of decedent) ; used the words “I bequeath”; the “residuary of my estate”; appointed an “Eyeuter”; and was signed and witnessed by three individuals. The jury found that the signature was genuine. Thereafter it was held to be a question of law for the court whether the paper was testamentary in character. It was error, in those circumstances, to submit to the jury a “legal conclusion” as to whether the paper was the will of decedent. In Zell’s Estate the writing took the form of an affidavit. Obviously “the testamentary character of the instrument . . . [was] apparent on its face”. It was held that the determination was a matter of law for the court.

Where, however, there is doubt as to the character of 'the paper, or where the document does not clearly disclose testamentary intent upon its face, the burden of proving animus testandi rests upon proponents. In such case an issue devisavit vel non is properly awarded in order that a jury may determine the character of the paper offered as a will: McGrory et al. v. Fisher, 260 Pa. 152. An examination of the photostatic copy of the paper attached to the paper books in that case discloses an equivocal paper not wholly dissimilar to the present disputed document. An issue was awarded by the orphans’ court to the common pleas, to be tried by a jury, to determine two questions of fact: (1) Was the document in decedent’s handwriting; and (2) did decedent intend the [553]*553writing to take effect as his will? That jury, as in the instant case, decided that the document was in decedent’s handwriting but that he did not intend it as his will. The verdict of the jury was affirmed by the Supreme Court. In O’Connor’s Estate, 273 Pa. 391, a decedent executed a will in regular form. On the same day decedent and his wife (beneficiary under the will) executed a paper in the form of an agreement wherein the wife agreed to transfer to trustees the estate given her by the will. Both papers were probated as the will of decedent. Upon appeal the action of the register was reversed. It was held, as a matter of law, that the agreement was not testamentary in effect, and formed no part of the will. What Mr. Justice Simpson wrote, however, has particular application to the present problem. He said (p. 397) :

“The conclusion thus reached [i. e. that the agreement was not a will] obviates the necessity for weighing the extrinsic evidence, as we would be required to do if we were left in doubt as to the character of the paper (Kisecker’s Est, 190 Pa. 4,76)”. (Italics supplied).

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Related

Tranor's Estate
188 A. 292 (Supreme Court of Pennsylvania, 1936)
Zell's Estate
198 A. 76 (Supreme Court of Pennsylvania, 1938)
McGrory v. Fisher
103 A. 589 (Supreme Court of Pennsylvania, 1918)
McCune's Estate
109 A. 156 (Supreme Court of Pennsylvania, 1920)
O'Connor's Estate
117 A. 61 (Supreme Court of Pennsylvania, 1922)
Cross's Estate
122 A. 267 (Supreme Court of Pennsylvania, 1923)

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Bluebook (online)
32 Pa. D. & C. 549, 1938 Pa. Dist. & Cnty. Dec. LEXIS 292, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hollands-estate-paorphctphilad-1938.