Kirk Estate

41 Pa. D. & C.2d 777, 1967 Pa. Dist. & Cnty. Dec. LEXIS 297
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedApril 7, 1967
Docket3361 of 1966
StatusPublished

This text of 41 Pa. D. & C.2d 777 (Kirk 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
Kirk Estate, 41 Pa. D. & C.2d 777, 1967 Pa. Dist. & Cnty. Dec. LEXIS 297 (Pa. Super. Ct. 1967).

Opinion

Saylor, J.,

This is an appeal from probate of a single page holographic will executed on April 27,1955, and subsequently obliterated in part by [778]*778testator. The register of wills granted letters testamentary to the trust company named in the will (now Provident National Bank) and prepared a “copy fair” which eliminated the dispositive provisions of the will.

The parties are Mabel E. Tremblay, originally named in the will as sole legatee of decedant’s entire estate, and Edith Kirk Knerr, a first cousin, once removed, of decedent and his sole heir under the intestate laws.

There is agreement on the facts, as set forth in the petition and answer and in a stipulation of facts filed by counsel.

Decedent died on September 22, 1965, a resident of Philadelphia. In a drawer of his desk was found an envelope marked “Will of Chester A. Kirk”. The envelope contained the original will and a piece of paper hereinafter referred to as the codicil.

Both the will and the accompanying paper were offered for probate. The will alone was probated. The “copy fair” shows the elimination of the dispositive paragraph. It includes the paragraph wherein the executor was named and these words written by testator after his signature: “See list herewith replaces above”.

The so-called codicil listed the names of a woman and two men with the figure 1,000 appearing alongside each name. The name Mabel Tremblay is in the list with the figure 500 after it. Also on the paper are the following: “Bal. in trust”, and “Prov. Trust to administer” and “4/28/64”. There is no signature. The register refused to probate the so-called codicil. The appeal is from his action in probating the will without the dispositive provision.

The paragraph of the will bequeathing the entire estate to Mabel E. Tremblay was written in eight lines. Across these eight lines, two lines were drawn diagonally from the corners of the paragraph at the [779]*779top to the opposite corners at the bottom. Over the last line containing the legatee’s address was drawn another line. In the center of the paragraph, on top of one of the cross lines, the word “void” was written.

Petitioner’s position is that testator did not have the intent to revoke the bequest made to her when he performed the acts above related, and that, therefore, there was no revocation of such bequest, as required by the Wills Act of April 24, 1947, P. L. 89. She does not appeal from the action of the register of wills in not probating the so-called codicil. She does argue that the burden of proving an intent to cancel or revoke the legacy lies with respondent.

Respondent contends that what decedent did was to cancel the bequest to petitioner with the intent to revoke it within the meaning of section 5(3) of the Wills Act of 1947, 20 PS §180.5, which provides:

“No will or codicil in writing, or any part thereof, can be revoked or altered otherwise than: ...

“(3) Act to the Document. By being burnt, torn, canceled, obliterated, or destroyed, with the intent and for the purpose of revocation, by the testator himself or by another person in his presence and by his express direction”.

Since the will was found in decedent’s desk in his home, the presumption arises that the act of cancellation was performed by him. Furthermore, it is logical to presume that he cancelled the affected paragraph with the intent to revoke the bequest it contained. Decedent’s retention of possession and control of the documents until his death gives rise to the presumption that the act of cancellation was performed by him: Okowitz Will, 403 Pa. 82 (1961); Hildebrand Will, 365 Pa. 551 (1950); Heller Estate, 158 Pa. Superior Ct. 194 (1945). Such possession and control by decedent gives rise to a further presumption that the cancellation was done with the specific intent to re[780]*780voke the will: Heller Estate, supra; Tomlinson’s Estate, 133 Pa. 245 (1890).

However, petitioner relies upon the doctrine of dependent relative revocation in contending that the intent to revoke the bequest did not exist and that the original bequest is effective. She cites Braun Estate, 358 Pa. 271 (1948), where the Supreme Court affirmed the decision of this court which applies the doctrine. In that case, the will provided for a $50,000 bequest in trust for the benefit of testator’s adopted daughter. The codicil provided:

“First. I hereby revoke the Trust Fund in favor of my Daughter Mildred, and substitute a lump sum of -dollars in cash”.

The Supreme Court observed that the doctrine “is a rule of testamentary construction whose use, ... is limited to aiding in the ascertainment of a testator’s true intent”, and it enforced the trust as originally created in the will.

The Supreme Court said, at page 275, quoting 1 Jarman, Wills 135 (1930) :

“Where the act of destruction is connected with the making of another will, so as fairly to raise the inference that the testator meant the revocation of the old to depend upon the efficacy of the new disposition intended to be substituted, such will be the legal effect of the transaction; and therefore, if the will intended to be substituted is inoperative from defect of attestation, or any other cause, the revocation fails also, and the original will remains in force”.

In the case at bar, there is but one will. There is far more than the failure of testator to write in an amount in dollars in making a revocation. There is the obliteration of a paragraph giving the entire estate to a legatee and, in addition, an attempted codicil that at most gave to such legatee a much smaller bequest and to three other individuals six times the [781]*781amount of the reduced bequest which testator indicated the original legatee was to receive. The new bequest of $500 was scarcely one-ninety-fifth of the amount of his net estate, so that the attempted bequest was drastically reduced. And at the same time, decedent indicated in the so-called codicil that three new heirs were to participate and that there would be a residuary estate. The situation here is far different from that in Braun Estate, supra, where the doctrine was invoked.

In McClure’s Estate, 309 Pa. 370 (1933), the Supreme Court said, page 373:

“The doctrine of dependent relative revocation, . . . has not as yet been accepted in its arbitrary form in this State. For its satisfactory solution there is nothing to lead the judicial mind with anything approaching logical certainty to the testatrix’s real intent, when the provision of the second will fails either from internal or external causes. . . . Especially is this so where there is a residuary bequest disposing of the entire estate”.

In Holt Estate, 405 Pa. 244 (1961), the Supreme Court said, page 250:

“The doctrine of dependent relative revocation is not favored in this Commonwealth and has rarely been applied. [Footnote omitted.] The reason is obvious — it usually furnished only speculation or a wild guess as to testator’s intention to make his absolute revocation merely conditional”.

The matter of invoking the doctrine is always dependent on the circumstances involved. The only purpose in doing so is to ascertain the intent of testator. Where the intention is clearly ascertained from the circumstances, the doctrine may be applied, as in Braun Estate, supra. And it was invoked in Rife Estate, 88 D. & C. 360, 4 Fiduc. Rep.

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Related

Holt Estate
174 A.2d 874 (Supreme Court of Pennsylvania, 1961)
Braun Estate
56 A.2d 201 (Supreme Court of Pennsylvania, 1947)
McClure's Estate
165 A. 24 (Supreme Court of Pennsylvania, 1932)
Heller Estate
44 A.2d 528 (Superior Court of Pennsylvania, 1945)
Hildebrand Will
76 A.2d 202 (Supreme Court of Pennsylvania, 1950)
Okowitz Will
169 A.2d 84 (Supreme Court of Pennsylvania, 1961)
Estate of Tomlinson
19 A. 482 (Montgomery County Orphans' Court, 1890)

Cite This Page — Counsel Stack

Bluebook (online)
41 Pa. D. & C.2d 777, 1967 Pa. Dist. & Cnty. Dec. LEXIS 297, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kirk-estate-paorphctphilad-1967.