King Will

87 A.2d 469, 369 Pa. 523, 1952 Pa. LEXIS 293
CourtSupreme Court of Pennsylvania
DecidedMarch 24, 1952
DocketAppeal, No. 39
StatusPublished
Cited by26 cases

This text of 87 A.2d 469 (King Will) 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
King Will, 87 A.2d 469, 369 Pa. 523, 1952 Pa. LEXIS 293 (Pa. 1952).

Opinion

Opinion by

Mr. Justice Musmanno,

On September 27, 1949, Abbie Abel King made her will devising and bequeathing the residue of her estate, after certain legacies unimportant for consideration here, to her niece Elsie S. Edenborn.

She died on November 1,1949, the will was admitted to probate and letters testamentary were granted to the executrix named therein, the same Mrs. Edenborn. Five other nephews and nieces contested the will and eventually the Orphans’ Court of Montgomery County heard evidence to determine whether the testatrix was of sound testamentary capacity at the time she executed the will and whether she had been subjected to undue influence by Mrs. Edenborn in the making thereof.

The Orphans’ Court found that Mrs. King was not lacking in testamentary capacity and also concluded that she was not the victim of undue influence.

The contestants have appealed to this Court urging the same reasons and the facts advanced in the Court below to invalidate the will.

The record reveals that some time in 1947 Mrs. King, then being 72 years of age, fell and sustained injuries which grievously disabled her. Nerves of the spinal column were apparently damaged, preventing her from assuming an erect posture and compelling her to walk in a bent over position with the aid of a cane. Later she lost practically all locomotion and was confined to bed or chair. Multiple sclerosis added its burden of torment. She was also deprived of much of the use of her hands, and a throat affliction distorted her speech to the point often of unintelligibility. One of the witnesses, who saw her in September, 1949, testified: [526]*526“She was in a chair, she didn’t sit up straight in the chair, she was partly over, and she couldn’t get out of the chair herself and her hands were terribly crippled and she was physically in a terrible condition, you would never know it was the same person.”

Another testified: “Q. How was her movements of body? A. Well she was very feeble and her head would fall down this way. Q. Indicating her head on her chest, chin on her chest. A. Yes, and she would battle for quite a while before she could really straighten up. Q. Before she could straighten her head? A. That’s right, I have seen her head laying on her chest for a good ten minutes. Q. And what was she endeavoring to do if anything with her head? A. Well it would just get down and she couldn’t just get it up.”

It was also testified: “Q. Could your aunt feed herself? A. I don’t believe she would be able at the last to feed herself because the last time I saw her feed herself she was very awkward.”

Mrs. King’s afflictions progressively enfeebled her and subjected her to great pain and suffering, and she wept considerably.

Her husband died on July 8, 1949, she now being 74 years of age, and Mrs. Edenborn, her niece, took her into her home, waited on her, watched over her and administered to her until the end.

One of the most tragic misfortunes of life is an invalided and helpless old age. It is the cause of pain and humiliation to. the subject and a matter of concern, inconvenience and sometimes hardship to those who have the responsibility of caring for the person struck down by the double hammer of malady and time. Some relatives find nothing overly taxing or wearisome in caring for a stricken kinsman. Others believe themselves imposed upon.

[527]*527It does happen and fortunately very often that there is one member of the family whose love for and devotion to the superannuated one is so great that he or she overlooks the tedious and unpleasant tasks associated with caring for a helpless creature.

The gratitude of the beneficiary of such attentions is usually profound. It is in these moments, when a strong and affectionate hand is extended to the victim sinking into the slough of physical pain and spiritual agony, that the rescued one is happy for the opportunity to show his appreciation. And who is to deprive him of the right to place his own evaluation on that care? Certainly any law which pretends to justice will not.

Mrs. Edenborn took up the care of Mrs. King and, as the lower Court expressed it, “there can be little doubt that Mrs. Edenborn’s training as a nurse was valuable under the circumstances.”

Should the fact that Mrs. Edenborn was administering comfort to her aunt in her days of pain and travail prevent her from receiving the expression of gratitude shown her by the recipient of her love and competent care? . .

President Judge Van Roden of the Orphans’ Court1 in his opinion pointed out “that there is no evidence that any other relative offered to assume the burden at the time previous to Mrs. King’s death.”

The contestants, through their counsel, contend that Mrs. King’s physical and mental condition was such as to make her a Victim of improper influence. Further, that the relationship between the testatrix and Mrs. Edenborn was a confidential one which imposed [528]*528upon Mrs. Edenborn the burden of proof to show that she had not unduly influenced her aunt. Also, that all the attendant circumstances built up a substantial dispute which required submission of the issue involved to a jury.

No evidence whatsoever was presented to attack Mrs. King’s mental capacity. All the testimony relied upon by appellants relates to Mrs. King’s helpless physical condition alone. Old age, sickness, disability or debility of body do not raise a presumption of incapacity. Null’s Estate, 302 Pa. 64, 153 A. 137; Lawrence’s Estate, 286 Pa. 58, 65, 132 A. 786; Aggas v. Munnell, 302 Pa. 78, 152 A. 840; Duncan’s Contested Will, 147 Pa. Superior Court 133, 23 A. 2d 357.

While Mrs. King’s bodily infirmities prevented her from attending to her business affairs, no one questioned the clarity and the direction of her mind. For instance, the testimony .shows how she instructed Mrs. Edenborn to summon those upon whom she wished to bestow her silverware and dishes, and supervised the distribution thereof. She wrote several letters about the time of the execution of her will which were admitted by witnesses to be intelligent and purposeful. The evidence in no way sustained appellant’s contention that she was of weakened intellect; on the contrary it showed her to have been in good command of her faculties.

The appellant urges the existence of a confidential-relation between testatrix and executrix because they lived together, because Mrs. Edenborn wrote checks for the decedent, possessed a power of attorney for the decedent’s safety deposit box (which she never used), and contacted the attorney who wrote up the will. While it is true, as appellants’ counsel points out, that a' confidential relation exists when the circumstances make it certain that the parties do not deal on equal [529]*529terms, -with one side exercising an overmastering influence over the other, Kees v. Green, 365 Pa. 368, 75 A. 2d 602; Shook v. Bergstrasser, 356 Pa. 167, 170, 51 A. 2d 681; Hamberg v. Barsky, 355 Pa. 462, 50 A. 2d 345, we cannot agree with his conclusion that an application of that rule resulted in a finding of confidential relation in this case.

As was stated in Leedom et al. v. Palmer et ux., 274 Pa. 22, 117 A.

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Bluebook (online)
87 A.2d 469, 369 Pa. 523, 1952 Pa. LEXIS 293, Counsel Stack Legal Research, https://law.counselstack.com/opinion/king-will-pa-1952.