Leisey's Estate

124 A. 754, 280 Pa. 533, 1924 Pa. LEXIS 545
CourtSupreme Court of Pennsylvania
DecidedMay 27, 1924
DocketAppeal, No. 167
StatusPublished
Cited by12 cases

This text of 124 A. 754 (Leisey's Estate) 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
Leisey's Estate, 124 A. 754, 280 Pa. 533, 1924 Pa. LEXIS 545 (Pa. 1924).

Opinion

Opinion by

Mr. Justice Simpson,

Testator died March 31, 1923, leaving a formal testamentary paper, executed on October 31, 1922, by which he gave his entire estate, valued at $5,041, “to my friend, [535]*535Lizzie E. Johns, who is waiting on me, and keeping and maintaining me.” His three adnlt children, with whom he had not been living for a long time, and who did not help him during the closing hours of his life, when he needed it most, filed a caveat against the probate of that paper, alleging he was not of sound mind, and was unduly influenced, when he executed it. The orphans’ court took testimony, dismissed the caveat, and directed the register to probate the paper; from this decree the three children have now appealed.

The assignments of error raise but two questions: (1) Was there error in refusing to admit evidence “that sometime in May, 1921, this decedent made a last will and testament in which he gave his property to his children?” and (2) Was there error in dismissing the caveat and directing the probate of the will? The reason given for rejecting the evidence, regarding the alleged prior will, was that it ivas too remote in point of time. It is not necessary to review this conclusion, however, since the result would be the same if it had been admitted.

None of the other actions of the court below are assigned as error, except the final decree refusing an issue; from this it necessarily follows that we must accept the findings of fact as complete and accurate. In order that we may properly understand appellant’s contention that an issue should have been awarded, it is wise to first set forth, as we now do in the language of the trial judge, the situation and condition of testator about the time he executed his will:

“Decedent, who was about 76 years old, resided with [appellee] at the time of his death. His wife preceded him in death a few years, after which he lived in the Brethren Home near Lititz......and finally secured a home [with appellee] where he died. He was physically in a very wretched condition, helpless from the waist downwards, requiring assistance when necessary to be removed from the wheel chair in which he constantly sat; he was ruptured so badly that he could not attend [536]*536unassisted to his personal needs; and he was a great care to those who ministered to his wants and provided him with the many things which gave him comfort in his declining days. The Johns people [appellee and her husband] took him into their family, and treated him with kindness and nursed him patiently and faithfully.”

With this background in view, we approach the consideration of appellant’s evidence. So far as relates to the alleged incapacity, it is stated by the chancellor substantially as follows: Decedent’s talk was not bright nor coherent; he talked from one thing to the other; he did not know what he was talking about; his mind was almost a blank; his conversation was not always intelligible ; on one occasion he did not remember having lately seen his daughter, and on another the death of his granddaughter had passed out of his memory, although he had attended her funeral; he was profane and untidy; he talked foolishly about young women; he was unable to manage his estate or take care of himself; he wanted one witness to get a job for him when he was unable to leave his chair; he untruthfully said he had given each of his children $50,000 and had $50,000 left, although his estate was only $5,041; he became confused about roads; and, on one occasion, when in great pain and physical distress, he asked his nurse to take a revolver and shoot him.

None of the witnesses, who thus testified, saw decedent the day the will was executed, or shortly before or thereafter, and although, as is usual in such cases, they are free enough in their expression of opinion as to lack of memory, inattention to conversation, etc., etc., they give but few facts tending to bear out those opinions, and it is significant that the only one of those who saw decedent reasonably near the time the will was made, and who had the best opportunity of any of them to judge of his capacity, was his attorney in fact, who does not assert that decedent was so devoid of memory and understanding as to be unable to make a valid will.

[537]*537No testimony was produced to sustain the charge of undue influence. Of course there was opportunity to solicit a testamentary gift, but there was no evidence this was suggested, much less than any undue influence was exerted. Even,importunate solicitation is permissible (Englert v. Englert, 198 Pa. 326); it is only when fraud, deceit or such domination as subjugates the mind of a decedent, is shown, that undue influence can be said to appear: Herster v. Herster, 122 Pa. 239, 252. Here no such proof was offered. It is true proponent’s husband told the scrivener of the will that decedent wanted to see him, but the husband did not know the reason for that desire, no time was fixed for the call, and the scrivener came when it suited himself, without notice to anybody. It is also true that appellee was in and out of the room when the will was drawn and executed, but everything was done privately, and she could not have known its contents. So far as appears, she was not advised with, either then or at any other time, in regard to decedent’s property or what he intended to do with it, and she had no dealings with him except such as arose out of the relation of landlady and boarder. There was, therefore, no confidential relation shown to exist between them, and hence no presumption of undue influence could arise by reason of the testamentary gift to her.

The pitiable showing outlined above, proves that the chancellor was not lightly weighing contestants’ case, when he said he did not think that their testimony, if “ looked at separately,’ would support a verdict against the will.” We are clear it would not; but when it is viewed as a whole, the evidence for as well as that against the will, as must be done (Fleming’s Est., 265 Pa. 399), all possibility of an adverse verdict is swept aside. We shall limit our review of proponent’s case to stating, in the language of the chancellor, the testimony of the scrivener, the other subscribing witness and the attending physician; because, where, as here, their testimony [538]*538is clear and undisputed, and they have known testator for some time, it would take far stronger evidence than appears on this record, in order to overcome it: Kane’s Est., 206 Pa. 204; Kustus v. Hager, 269 Pa. 103.

“Jonathan Swope, the scrivener of the will, a justice of the peace for 37 years, and one of the best known residents of the section of the county where these parties reside, testified with great particularity as to the circumstances surrounding the execution of the alleged will. He stated that he went to see decedent at Johns’ house in response to a request of Mr. Johns, who told him that decedent desired to see him; that he did not know what decedent wanted him to do until he arrived at the house, where he found him sitting in a wheel-chair in the kitchen, which was very large and apparently the living-room of the Johns, who were farmers; that he then asked decedent what he could do for him, and, after talking with him for some time at the far end of the room and 'privately,’ decedent told the squire that the Johns family were very kind to him and were taking good care of him, and that he wanted to give all his property to Mrs. Johns.

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Cite This Page — Counsel Stack

Bluebook (online)
124 A. 754, 280 Pa. 533, 1924 Pa. LEXIS 545, Counsel Stack Legal Research, https://law.counselstack.com/opinion/leiseys-estate-pa-1924.