Holt Estate

23 Pa. D. & C.2d 755, 1960 Pa. Dist. & Cnty. Dec. LEXIS 247
CourtPennsylvania Orphans' Court, Butler County
DecidedFebruary 24, 1960
Docketno. 446 of 1958
StatusPublished

This text of 23 Pa. D. & C.2d 755 (Holt Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Butler County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Holt Estate, 23 Pa. D. & C.2d 755, 1960 Pa. Dist. & Cnty. Dec. LEXIS 247 (Pa. Super. Ct. 1960).

Opinion

Shumaker, P. J.,

J. Leo Holt, late of Butler Township, Butler County, died on March 5, 1958, leaving an instrument dated January 7, 1944, which was offered for probate in Butler County as and for his last will and testament together with a codicil thereto dated June 17, 1950, which was likewise offered for probate.

Surviving decedent are his widow Phyllis Dittmer Holt and two minor children, Sharon Lee Holt and Georgia Lynne Holt.

The codicil dated June 17, 1950, appointed the Butler Savings and Trust Company as guardian for said children and said guardian has qualified and now appears in this case representing said minors’ interests.

[757]*757The instrument dated January 7, 1944, directed the payment of his debts, inheritance tax and expenses of administration and then provided as follows:

“SECOND: All of the rest, residue and remainder of my estate all of my property whether the same be real, personal or mixed, and wheresoever situate, I give, devise and bequeath to my wife, Phyllis Dittmer Holt, to her, her heirs and assigns.”

The will named Phyllis Dittmer Holt as executrix.

Across the instrument dated January 7, 1944, in the handwriting of testator, J. Leo Holt, appears the following at the bottom of the instrument and beside the signatures of the witnesses:

“Sept. 8 — 1955
I hereby render this will void and intend to make one revised.
J. Leo Holt”

The sole question before the court as simply stated is: “Do the words placed on the will after the execution thereof and signed by the testator T hereby render this will void and intend to make one revised’ revoke the instrument called the last will and testament of J. Leo Holt?”

It is the contention of the guardian for the minor children that a revocation was effected and that decedent died intestate, thus making the minor children entitled to an undivided two-thirds interest in the estate of their father.

It is the contention of Phyllis Dittmer Holt, the widow, that the writing on the will was ineffective and since testator died not making a “revised will” as he intended, he did not revoke the existing one'and, therefore, the widow is entitled to the entire estate of her late husband as his residuary legatee and devisee.

[758]*758This court under its power of discretion takes jurisdiction in this matter under the Uniform Declaratory Judgments Act of June 18,1923, P. L. 840, as amended by the Act of April 25, 1935, P. L. 72, and the Act of May 26, 1943, P. L. 645, as amended.

It is the contention of counsel for Mrs. Holt that the writing referred to above, the very subject matter of this controversy, constituted a conditional revocation, that the doctrine now recognized in Pennsylvania of “dependent relevant revocation” applies and that, since testator made no new or revised will, nothing happened to the existing will and that the same was still in effect at the time of testator’s death.

Counsel for Mrs. Holt relies heavily upon the case of Braun Estate, 358 Pa. 271, in which a man created a $50,000 testamentary trust in favor of his adopted daughter and later by codicil provided: “I hereby revoke the Trust Fund in favor of my Daughter Mildred, and substitute a lump sum of . . . dollars in cash.” In said case the court held that the doctrine of dependent relative revocation is applicable where the dispositive part of the revoking instrument fails because of a defect intrinsic to the instrument in that the bequest which was to be substituted for what the revoking instrument purported to revoke is permitted to remain incomplete. The case further stands for the proposition that the doctrine of dependent relative revocation is a rule of testamentary construction whose use is limited to aiding in the ascertainment of a testator’s true intent.

It is the opinion of this court that the doctrine of dependent revocation does not apply to our factual situation and that testator actually revoked his will of January 7,1944, and, therefore, died intestate.

We start out with the proposition that a will in Pennsylvania may, inter alia, be revoked “by some other writing declaring the same, executed and proved [759]*759in the manner required of wills”: Wills Act of April 24, 1947, P. L. 89, sec. 5, 20 PS §180.5 (2).

The words “some other writing” does not require the use of another or separate piece of paper. It would appear even stronger in establishing intent that testator had before him his will, presumably reread it and then wrote across it or on it, “I hereby render this will void,” signing his name thereunder.

Had only these words been written by J. Leo Holt, there can exist no doubt as to the legal consequences of such writing, that he intended to revoke his will and the law would give such words the effect of an absolute, unqualified revocation.

Now what happens by the additional fact that the testator added the words, so troublesome in this case, “and intend to make one revised”?

It would appear to the court that nothing happened. The words were mere surplusage. He revoked his will, and whether he intended sometime later to execute a new will or thereafter abandoned the idea and decided to die intestate matters not.

The court is reminded of the old example: Ten sparrows were on a wire and one took a notion to fly away. How many were left? The answer is 10, one only had a “notion to leave.”

In our case, J. Leo Holt, had an “intention to make a revised will” later. It was only an intention on September 8, 1955, when he expressed it.

Certainly, it did not render the absolute revocation a conditional or contingent revocation by expressing his intention.

Counsel for the widow has referred this court to no case where the doctrine of dependent revocation applied to the whole will nor has this court in its research been able to find an appellate court case where such conclusion is reached.

[760]*760In the Fiduc. Rev., February 1948, page 4, it is stated that:

“If any generalizing principle can be drawn, it is that the dependent relative revocation doctrine will be applied sparingly in Pennsylvania,” and that “So far as the appellate cases go, it would seem that to date it has been applied only where the testator revokes a legacy only for the sole purpose of giving the legatee a different gift.”

Certainly this was the situation in Braun Estate, supra, on which the widow’s contention in our case is based.

The court has been hopeful that dispute in this case could be terminated by settlement which the court could approve. Indeed, we have strongly urged settlement and have afforded counsel ample time to effect same.

Reduced to its common denominator, this is a dispute between a mother and her two minor daughters, her dependents, they being not only the natural recipients of her bounty but her legal responsibilities as well. The mother and the girls were the natural recipients of the bounty of deceased husband and father’s bounty.

It would appear that the relationship between the mother and her two young girls is extremely harmonious and that they will all enjoy the fruits of decedent’s labors to the fullest.

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Bluebook (online)
23 Pa. D. & C.2d 755, 1960 Pa. Dist. & Cnty. Dec. LEXIS 247, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holt-estate-paorphctbutler-1960.