Howanec Estate

54 Pa. D. & C.2d 557, 1971 Pa. Dist. & Cnty. Dec. LEXIS 177
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedJanuary 8, 1971
Docketno. 1445 of 1969
StatusPublished

This text of 54 Pa. D. & C.2d 557 (Howanec Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Howanec Estate, 54 Pa. D. & C.2d 557, 1971 Pa. Dist. & Cnty. Dec. LEXIS 177 (Pa. Super. Ct. 1971).

Opinion

ADJUDICATION

BOLGER, J.,

Theresa Howanec died April 27, 1969, not survived by a spouse but survived by four children, one of whom is a daughter, Anna Davis, executrix under a will dated September 14, 1951. She filed a petition for a citation directing another child of the decedent, Margaret Newton, to show cause why she should not turn over to the estate certain funds held in a savings account in the name of decedent, trustee for Margaret Newton. The issue was heard at the audit of the executrix’s account. In addition to oral testimony, the executrix offered an unsigned copy of a will executed by the decedent in 1963, the original of which was retained by the decedent, but was not located at her death. This writing contained a clause in which decedent expressed an intent that Margaret Newton should divide the moneys on deposit among the testatrix’s children, the effect of which would revoke the tentative trust. The [558]*558writing was not offered as a testamentary instrument but rather as evidence showing that decedent had a fixed present intent to revoke the trust account. However, it cannot be so limited. The clause is contained in a will which is an ambulatory instrument which speaks as of the date of death. The effect of any such limitation would be to inject a probate element into a distribution proceeding: Rockett Will, 348 Pa. 445. The oral testimony concerning the question of revocation of the trust account was so conflicting that no reliance can be placed upon it by the auditing judge and he is required to relegate himself to the documentary testimony. That consists of the unsigned copy of the will of 1968 but this affords no comfort for the reason that the original was retained in the possession of the testatrix and, not being found there at her death, the presumption is that she destroyed it: Okowitz Will, 403 Pa. 82; Sando Will, 362 Pa. 1. Counsel for the executrix cites Koehler Estate, 316 Pa. 321, as authority for allowing the writing in evidence to show the intent of testatrix. Our view is inapposite. In Koehler Estate it was held that a prior will could not be shown to have been revoked by parol evidence of a later will. Even though testatrix did express an intent, the later revocation of the 1963 instruments extinguishes that expressed intent. This view is supported by the fact that the account title was not changed at any time prior to the death of decedent in 1969. Counsel for the beneficiary contends that executrix cannot have the benefit of one part of the 1963 writing without assuming the burden of other parts; that is, that the 1963 will revoked the 1951 will. With this we agree. In Ingels Estate, 372 Pa. 171, the beneficiary of a similar bank account offered a letter written by testatrix to prove that the account was irrevocable. The court held that other parts of the letter led to a different [559]*559conclusion. In this case the 1963 will would revoke that of 1951. Under Section 6 of the Wills Act of 1947 as amended, it is provided:

March 11, 1971.

“If, after the making of any will, the testator shall execute a later will which expressly or by necessary implication revokes the earlier will, the revocation of the later will shall not revive the earlier will, unless the revocation is in writing and declares the intention of the testator to revive the earlier will, or unless, after such revocation, the earlier will shall be reexecuted. Oral republication of itself shall be ineffective to revive a will.”

There is no evidence in this case that the requirement has been met. The auditing judge finds that no clear and convincing evidence oral or written in this record sustains the executrix; therefore the savings account passes to the named beneficiary.

Objection was made to the fee claimed by counsel for executrix. In view of the equities of this case the objection is dismissed. . .

And now, January 8, 1971, the account is confirmed nisi.

OPINION SUR EXCEPTIONS TO ADJUDICATION

SHOYER, J.,

Is an existing Totten trust revoked by an express clause in a later will, which will in turn is revoked by testatrix? This is the narrow issue presented by the exceptions on behalf of the executrix.

The 1951 will of Theresa Howanec, a/k/a Theresa Chovanec, a widow, provided legacies of $200 each to the two children of a deceased child and then divided [560]*560the rest, residue and remainder of her estate in equal shares among her five living children. Anna, the oldest child, was named executrix. Testatrix was foreign born and not too literate in the English language.

On July 19,1954, decedent opened a savings account in the Philadelphia Saving Fund Society entitled “Theresa Howanec in trust for Margaret Newton.” Margaret Newton is a younger sister of Anna. At testatrix’s death on April 27, 1969, this fund with interest exceeded $8,379.62. In September 1963, testatrix accompanied Anna Davis on a visit to Norfolk, Virginia. While there, she became ill with double pneumonia and during her hospitalization testatrix executed a lawyer-drawn will in which she made express reference to the aforesaid savings account and stated her intent that “Margaret Newton' should equally divide all monies on deposit in said saving society among my children, share and share alike.”

A carbon copy of this will, conformed as to the names of three witnesses but not the testatrix, was produced before the auditing judge by the executrix. The original was not produced. Uncontroverted evidence placed possession of the original document in testatrix, and its nonproduction sustains the holding of the learned auditing judge that it was presumptively destroyed by her animo revocandi: Okowitz Will, 403 Pa. 82; Sando Will, 362 Pa. 1.

Despite the provisions of section 6 of the Wills Act of 1947, which would revoke the 1951 will, ipso facto, by execution of the 1963 will containing an express clause of revocation, the will of 1951 was admitted to probate and letters testamentary were granted to Anna Davis, the executrix nominated therein. No contest of the probate has been made before the register of wills or in this court. The matter comes before us as a problem in distribution at the audit of the account of [561]*561Anna Davis, with which was combined a hearing on the citation issued against Margaret Newton and the Philadelphia Saving Fund Society to bring the savings fund into the decedent’s estate. The learned auditing judge resisted the injection of a probate element and in so doing is fully supported by Rockett Will, 348 Pa. 445.

Counsel for the executrix contends that the revocation of the Totten trust in the 1963 will was unequivocal and immutable, and must stand as an accomplished fact despite testatrix’s later revocation of the will itself, and the further fact that testatrix made no change in the title of the savings account although, admittedly, she had plenty of opportunity to do so. His argument overlooks the unique and essential characteristics of a will, that the instrument by its very nature is ambulatory and takes effect dispositively only at the death of testatrix.

Under the common law, an express revocatory clause was also considered ambulatory so that a revocation of the later instrument would presumptively revive an earlier will which had not been physically destroyed. The question of revival has always presented a difficult problem.

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Bluebook (online)
54 Pa. D. & C.2d 557, 1971 Pa. Dist. & Cnty. Dec. LEXIS 177, Counsel Stack Legal Research, https://law.counselstack.com/opinion/howanec-estate-pactcomplphilad-1971.