Pendergest Estate

19 Pa. D. & C.2d 755, 1959 Pa. Dist. & Cnty. Dec. LEXIS 188
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedDecember 18, 1959
Docketno. 526 of 1958
StatusPublished

This text of 19 Pa. D. & C.2d 755 (Pendergest 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
Pendergest Estate, 19 Pa. D. & C.2d 755, 1959 Pa. Dist. & Cnty. Dec. LEXIS 188 (Pa. Super. Ct. 1959).

Opinion

Shoyer, J.,

This appeal from probate raises the issue as to whether decedent effectively revoked the “codicil” to her will.

Daisy Pendergest, a widow, and without issue, died July 21, 1957, at age 79. She left a will dated May 6, 1952, which had been prepared by her lawyer, James N. Lafferty, Esq., a highly respected member of the bar, whom she named executor, and to whom letters testamentary thereon were issued on July 24, 1957, by the Register of Wills of Philadelphia.

By her will she gave $2,000 to the West Laurel Hill Cemetery Company, in trust, and the further sum of $900 in trust for the perpetual care of the graves of her daughter and mother respectively. She directed that her stocks and bonds be sold and the proceeds divided equally between the Children’s Heart Hospital of Philadelphia and the Philadelphia Society for Crippled Children; she gave the proceeds of the sale of her diamond rings ($544) to the Children’s Heart Hospital, and gave the residue of her estate to Bertha Seydel, a friend.

Her inventoried estate amounted to approximately $50,000, of which about $13,000 was cash on hand and in banks, about $36,000 in securities, and the balance in jewelry and household effects.

The account of the executor, which was called for audit on April 16, 1958, showed a balance of principal of $43,995.33. Counsel requested that I construe a four-page holographic document dated May 16, 1955, which was signed at the bottom by decedent, and after which there had been written, “7/2/57 — This is not a will, but simply directions to my executor” (and signed by decedent) “Daisy Pendergest.” It was contended on behalf of the charities that this document, [757]*757hereinafter referred to as “C-l”, was a codicil which increased the legacies to them, while the accountant and the residuary legatee contended that the instrument lacked animus testandi, and in any event had been effectively revoked.

The audit was thereupon continued in order that “C-l” might properly be brought to the attention of the register for his consideration, as a codicil.

Accordingly, on June 4, 1958, the Children’s Heart Hospital appealed from the probate of the will, and pursuant to a stipulation of counsel, this court, on June 6, 1958, entered a decree opening the probate to enable the register of wills to consider and act upon a petition for probate of “C-l” as a codicil.

On June 10, 1958, the register of wills, after consideration of the petition for probate of “C-l” as a codicil, admitted the instrument to probate and issued supplemental letters testamentary thereon to the executor.

On June 11, 1958, a further hearing was held in connection with the audit of the executor’s account. At that time, although no appeal from probate was then pending, the accountant and the residuary legatee attempted to attack the validity of the supplemental probate on the ground that “C-l” lacked testamentary intent and had been effectively revoked.

Over the objections of the charities, the accountant was called and testified that he was decedent’s lawyer since 1945, that he prepared the will which was originally probated, that on July 1, 1957, he received a call from a friend of decedent who informed him that Mrs. Pendergest had been in the Misericordia Hospital for about a week and wanted him to come to see her, and that she thought he ought to bring her will along. He arranged to see Mrs. Pendergest the following day. He then testified: “I brought the will, which has already been probated, to the hospital, and [758]*758read it to her, and she restated to me that is the way she wanted her mil to be. She then handed me several envelopes, one of which contained this writing . . . and I noted what seemed to be contradictions between the writing and the will, and I pointed that fact out to her, and she said no, it was the will she wanted to stand; that these were directions, as I regard them, largely of a personal nature. So after I had read through it and discussed this will with her, I wrote at the bottom of the last page . . . ‘This is not a will, but simply directions to my executor/ and had her sign it. She also at that time gave me another envelope, which was to be delivered to a friend of hers upon her death, which I subsequently mailed to them by registered mail, and the keys to her apartment, and also, I believe, to her safe deposit box.” (Italics supplied.)

Mr. Maxmin stated: “We have no cross examination.”

In answer to questions by the court, Mr.. Lafferty further testified that the paper dated May 16, 1955, which was in the envelope, had been completed and signed before he went into the hospital on that day (July 2, 1957).

Since the supplemental decree of probate unappealed from is conclusive, it was questionable whether the testimony was admissible at this time: Mangold v. Newman, 371 Pa. 496, 498.

The audit was therefore again continued to afford the parties a further opportunity to appeal from the register’s supplemental decree of probate.

Bertha Seydel, the residuary legatee under the will, filed with the register her appeal from the probate, and on February 4, 1959, the record was certified to this court. Upon appellant’s petition this court, on February 9, 1959, directed the issuance of a citation to all parties in interest to show cause why the sup[759]*759plemental decree of the register admitting “C-l” to probate as a codicil should not be set aside. The petition alleged, inter alia, that the later writing was not intended as a codicil by decedent. The Children’s Heart Hospital filed an answer joining issue.

All parties admit that the holographic writing consisting of four pages, numbered 1 to 4, was signed by decedent at the end of the 4th page, just preceding the date, May 16, 1955. Underneath that date there appears the postscript which was added by Mr. Lafferty, as referred to above.

The writing states which dress and beads decedent desired to be buried with, that the picture of her daughter and her late husband was to be buried with her, that the picture and frame of William Newman was to be destroyed, that a picture of Dr. Herbert Baldwin was to be returned to Mrs. Fred Butler, that a picture of herself was to be given to Edna Ullrick, if living, otherwise to be destroyed, her books of programs and cards to go to the Charlotte Cushman Club.

“Give Edna Ullrich all the clausinee if she is living . . . If Helen Zimmerman is living please let her select something . . . Give the dictionary and table to hold same, to William E. Rosenblum ... If Helen McCool is living give her something to remember . . . If Bertha Seydel is living, give her all my dresses, hats, fur coats, underwear, my living room furniture, hook rugs, also bed-room furniture, if she is not living then give furniture to Penn Asylum ... If Ann Anthony is in my employ she is not to get one thing; she has been very impudent, she has been fired . . . If there is anything that James N. Lafferty my attorney would like to have, please take it . . . My will is in Safety Deposit Box Number 3416 Land Title Bank. My stocks consist of the following — the certificates also in safety box 600 shares General Motors, [760]*760200 shares Empire Financial Co., 128 shares Phila. Electric 120 shares Wellington Fund ... If there is any money in the banks, give to Crippled Children, and Heart Hospital . . . The Banks are, Tradesmens National Bank & Trust Co.

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Cite This Page — Counsel Stack

Bluebook (online)
19 Pa. D. & C.2d 755, 1959 Pa. Dist. & Cnty. Dec. LEXIS 188, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pendergest-estate-paorphctphilad-1959.