Kearns's Estate

16 Pa. D. & C. 234, 1931 Pa. Dist. & Cnty. Dec. LEXIS 26
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedDecember 2, 1931
DocketNo. 1337 of 1931
StatusPublished

This text of 16 Pa. D. & C. 234 (Kearns'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
Kearns's Estate, 16 Pa. D. & C. 234, 1931 Pa. Dist. & Cnty. Dec. LEXIS 26 (Pa. Super. Ct. 1931).

Opinion

The facts appear from the following extract from the adjudication of

Gest, J., Auditing Judge.

Mr. Knaus, representing all the next of kin (excepting Harry J. Kerns, Jr.), claimed that the devise of the residuary estate for charitable uses was void under section six of the Wills Act. The executor, who is by the will charged with the duty of carrying out the testator’s will, is also one of the next of kin and a claimant of one-fifth under the intestate laws; and so, with great propriety, he instructed Mr. Nofer to represent him in his fiduciary capacity, and Mr. Knaus to represent him with the other next of kin, with respect to his personal rights.

The Wills Act of 1917, section 6, provides:

“No estate, real or personal, shall be bequeathed or devised to any body politic, or to any person in trust for religious or charitable uses, except the same be done by will attested by two credible, and, at the time, disinterested witnesses, at least thirty days before the decease of the testator; and all dispositions of property contrary hereto shall be void and go to the residuary legatee or devisee, heirs or next of kin, according to law. A disinterested witness, within the meaning of this section, is a witness not interested in such religious or charitable use — this section not being intended to apply to a witness interested in some other devise or bequest in the same instrument.”

The will is evidently holographic, and its date appears in the body thereof and at its end, so it may be taken for granted that it was executed more than thirty days before the death of the testator, but Mr. Knaus contended that the provisions of the statute relative to the attestation of the will were not complied with. The will purports to be witnessed by Samuel Barrington and Joseph Marlow, and the attestation paragraph is in the following form, viz.:

[235]*235“In Witness Whereof, I have hereunto subscribed my name and affixed my seal the First........day of July in the year of our Lord one thousand nine hundred and twenty one. William A. R. Kearns (Seal)

“Signed, sealed, published and declared by the testator within named, as and for assurance of his last Will and Testament, in the presence of us, who at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses.

“Samuel Barrington

“Joseph Marlow.”

The will, however, was proved before the register of wills by the testimony of two witnesses familiar with the handwriting and signature of the testator, and it was shown by the testimony at the audit that when the testator died in 1930 the most painstaking efforts were made by the late James L. Stanton, Esq., as attorney for the executor, to ascertain the whereabouts of the subscribing witnesses by advertisement in the newspapers and by inquiry of every person who might be supposed to have any knowledge of them. These efforts were unsuccessful, and, consequently, the will was admitted to probate on proof of the testator’s signature alone.

Of course, under Carson’s Estate, 241 Pa. 117, the probate of the will, as above stated, by the register of wills, does not preclude the next of kin from contesting the validity of the charitable devise, which is a matter of distribution by the court.

Prior to the passage of the Act of April 26, 1855, any person of full age might freely dispose of his estate by will in writing, proved by two or more competent witnesses, not necessarily subscribing or attesting witnesses. Section eleven of the Act of April 26, 1855, P. L. 326, 332, however, provided:

“That no estate, real or personal, shall hereafter be bequeathed, devised, or conveyed to any body politic, or, to any person in trust for religious or charitable uses, except the same be done by deed or will, attested by two credible, and, at the time, disinterested witnesses, at least one calendar month before the decease of the testator or alienor; and all dispositions of property contrary hereto, shall be void and go to the residuary legatee or devisee, next of kin, or heirs, according to law: Provided, That any disposition of property within said period, bona, fide made for a fair valuable consideration, shall not be hereby avoided.”

Controversies arose upon the construction of this statute, and it was determined that “attesting” witnesses meant “subscribing” witnesses: Paxson’s Estate, 221 Pa. 98. Secondly, it was held in the same volume of reports in Kessler’s Estate, 221 Pa. 314, followed in Shoemaker’s Estate, 235 Pa. 402, and other cases, that a witness who was interested in any part of the will was not “disinterested” within the meaning of the statute, the attestation of the execution of the whole instrument being what was required by the statute. To remedy this, the legislature passed the Act of June 7, 1911, P. L. 702, which defined a disinterested witness as “being a witness not interested in such religious or charitable use, this act not being intended to apply to a witness interested in some other devise, bequest, or gift in the same instrument.”

The provisions of the Act of 1911 were construed in Palethorp’s Estate, 24 Dist. R. 215, affirmed in 249 Pa. 389, to the effect that only those charitable devises were held invalid in which the subscribing witnesses were specifically interested, and the Act of 1911 was incorporated in the Wills Act of 1917, section 6, above quoted.

[236]*236From this resumé of the law it clearly appears that the two subscribing witnesses must be free from interest at the time of the execution of the will in the specific devise to charitable uses which is concerned. Any interest which may subsequently accrue does not disqualify the witness: Historical Society v. Kelker, 226 Pa. 16, where the court said: “When the will which they attested was executed they were without any interest in or under the will, and were therefore competent.”

The learned counsel for the next of kin argued that under the statute the charitable devise was void, unless attested in accordance with its provisions by two disinterested witnesses, and, therefore, the devisee for charitable uses is obliged to show affirmatively that these provisions were complied with. The only case cited by him was Irvine’s Estate, 206 Pa. 1, the facts of which are entirely different from this case, for there the two subscribing witnesses swore before the register of wills that they were not present at the execution of the will, so, of course, the court held that the act was not complied with. In the present case, the signatures of the subscribing witnesses appear under the attestation clause, which states that they were present at the execution of the will, and subscribed their names as witnesses at his request. In Amberson’s Estate, 204 Pa. 397, the will contained a devise for charitable uses and was witnessed by two persons, without any attestation clause, who proved it before the register of wills. The court held that the probate of the will was prima facie sufficient evidence of its due execution and the charitable devisees were not bound to prove affirmatively anything further at the audit. The Supreme Court, in the later case of Arnold’s Estate, 249 Pa. 348, recognized this decision, but held that where a will admitted to probate showed on its face that the statute had not been complied with, the charitable devise was void.

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Related

Fowler's Estate
126 A. 817 (Supreme Court of Pennsylvania, 1924)
Amberson's Estate
54 A. 484 (Supreme Court of Pennsylvania, 1903)
Irvine's Estate
55 A. 795 (Supreme Court of Pennsylvania, 1903)
Paxson's Estate
70 A. 280 (Supreme Court of Pennsylvania, 1908)
Kessler's Estate
70 A. 770 (Supreme Court of Pennsylvania, 1908)
Historical Society v. Kelker
74 A. 619 (Supreme Court of Pennsylvania, 1909)
Shoemaker's Estate
84 A. 425 (Supreme Court of Pennsylvania, 1912)
Carson's Estate
88 A. 311 (Supreme Court of Pennsylvania, 1913)
Arnold's Estate
94 A. 1076 (Supreme Court of Pennsylvania, 1915)
Palethorp's Estate
94 A. 1060 (Supreme Court of Pennsylvania, 1915)

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Bluebook (online)
16 Pa. D. & C. 234, 1931 Pa. Dist. & Cnty. Dec. LEXIS 26, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kearnss-estate-paorphctphilad-1931.