Kerr v. O'Donovan

134 A.2d 213, 389 Pa. 614, 1957 Pa. LEXIS 410
CourtSupreme Court of Pennsylvania
DecidedJune 28, 1957
DocketAppeal, 8
StatusPublished
Cited by32 cases

This text of 134 A.2d 213 (Kerr v. O'Donovan) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kerr v. O'Donovan, 134 A.2d 213, 389 Pa. 614, 1957 Pa. LEXIS 410 (Pa. 1957).

Opinion

Opinion by

Mr. Justice Benjamin R. Jones,

This appeal in a will contest raises two principal questions: whether the court below erred (1) in withdrawing the question of undue influence from consideration by the jury and (2) in refusing a new trial after a jury verdict finding that the deceased had testamentary capacity.

Agnes 0. Duncan, whose will is the subject of this controversy, died January 1, 1951, aged 62 years, at Connellsville State Hospital, Fayette County, Pennsylvania. Decedent — a widow whose husband predeceased her on November 28, 1950 — left to survive her, as those entitled to take from her under the Intestate Laws, two brothers, three nieces and six nephews, of the latter of whom proponent was one.

For several years prior to her death the decedent was seriously ill, afflicted with a heart condition accompanied by hardening of the arteries and edema or dropsy. On Monday, November 27, 1950, her condition became so serious that, at the direction of her attending physician, she was removed from her home at Little Summit, Fayette County, to the Frick Memorial Hos *618 pital at Mt. Pleasant where she remained until December 22, 1950. During most of that time she was a very seriously ill woman. From December 22, 1950, until December 31, 1950, she stayed at her home and then removed to the Connellsville State Hospital, where she died shortly after admission.

On the day folloAving her initial removal to the hospital decedent’s husband, Patrick Duncan, while visiting her at the hospital, died very suddenly.

After decedent’s death a written instrument purporting to be her last will and testament Avas presented for probate and probated by the Register of Wills of Fayette County on January 5, 1951. Letters testamentary thereon were granted to Donald H. Kerr, executor. This Avritten instrument, handwritten throughout, reads as follows:

“November 29, 1950
Mt. Pleasant, Pa.
“I, Agnes O. Duncan,
being of sound and disposing mind, do hereby revoke any and all prior wills made by me and direct that all my property is devised and bequeathed as follows:
“1. My funeral expenses and just debts are to be paid
“2. The entire residue of all my property, both real and personal, I leave to my nephew, Donald H. Kerr.
>
?
?
>_
“Donald H. Kerr, my nephew, is to be my sole executor
/s/ Agnes O. Duncan
*619 “Attest:
/s/ Eleanor E. Roland
1141 S. Pittsburgh. St. Connell sville, Pa.
/s/ Francis E. Holahan
R. D. #1, Dunbar, Pa.
/s/ Mrs. Eva Pfrogner
212 Silver St. Mt. Pleasant, Pa.” 1

On December 11, 1952, Clarence F. O’Donovan, brother of decedent, filed an appeal from the probate of said will requesting an issue on the questions of undue influence and testamentary capacity.

On August 12, 1953, the court below, after taking-testimony, determined that the evidence raised substantial questions of fact which should be submitted to a jury and at that time framed two questions of fact for submission to the jury: (1) was the decedent, Agnes O. Duncan, on November 29, 1950, at the time she signed the disputed writing, of sound mind, memory and understanding? and (2) was the disputed writing, dated November 29, 1950, and signed by the decedent,. Agnes O. Duncan, procured by undue influence? Donald H. Kerr, the will’s proponent, was designated plaintiff and Clarence F. O’Donovan, the contestant, was designated defendant in the framed issues.

A trial of these issues before the court and a jury was concluded on November 2, 1953, at which time the court below directed a verdict for plaintiff on the issue of undue influence and the jury disagreed on the issue of testamentary capacity. The plaintiff’s motion for a judgment on the record was dismissed on July 28, 1954,. and the cause directed to be resubmitted to another jury.

*620 In October, 1955, a new trial was held before a court and jury, and the court below withdrew the issue of undue influence from the jury’s consideration and submitted to the jury the issue only as to testamentary capacity. The jury returned a verdict sustaining the will on the ground of testamentary capacity.

The contestant then filed fourteen separate reasons for a new trial: the first reason alleged error in withdrawing the issue of undue influence from the jury; the second reason alleged that the court erred in refusing to admit the inventory and appraisement of decedent’s husband’s estate into evidence; reasons three to fourteen, inclusive, alleged errors in the court’s charge to the jury.

On May 29, 1956, the court below ruled there was no substantial dispute of fact as to undue influence, that that issue had been properly withdrawn from the jury, approved the jury verdict finding decedent possessed testamentary capacity when she executed the disputed will and dismissed defendant’s motion for a new trial. From that action this appeal was taken.

A resolution of the first question raised by this appeal involves an examination of the record to determine whether the evidence as to undue influence was substantial in nature so as to require its submission to a jury. In resolving this question we apply the following test or criterion: if this issue of fact were submitted to a jury and the jury returned a verdict either for proponent or for contestant, would either verdict have to be set aside because it was contrary to the weight of the evidence? If after an analysis of the entire evidence as a whole, we answer this question in the negative, then the dispute is substantial; if the answer is in the affirmative, then the dispute is not substantial.

*621 The late Mr. Justice Allen M. Stearns, in a concurring opinion in Lare Will, 352 Pa. 323, 331, 332, 42 A. 2d 801, stated: “The case of DeLaurentiis’s Estate, 323 Pa. 70, 186 A. 359, is perhaps the latest leading authority upon the subject now under consideration. Mr. Justice Horace Stern has concisely and accurately defined the function of an orphans’ court judge sitting to determine whether a substantial dispute exists: ‘. . . the judge of the orphans’ court conducting the hearing is not to constitute himself the jury, that is, to decide the case as he would if acting in the capacity of an ultimate fact-finding tribunal.

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Cite This Page — Counsel Stack

Bluebook (online)
134 A.2d 213, 389 Pa. 614, 1957 Pa. LEXIS 410, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kerr-v-odonovan-pa-1957.