Porter's Estate

19 A.2d 731, 341 Pa. 476, 1941 Pa. LEXIS 453
CourtSupreme Court of Pennsylvania
DecidedMarch 26, 1941
DocketAppeals, 70-72
StatusPublished
Cited by17 cases

This text of 19 A.2d 731 (Porter'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
Porter's Estate, 19 A.2d 731, 341 Pa. 476, 1941 Pa. LEXIS 453 (Pa. 1941).

Opinion

Opinion by

Me. Justice Maxey,

This is an appeal from the dismissal by the Orphans’ Court of Fayette County of a petition for an issue devisavit vel non. Newell Armstrong Porter, Sr., died on October 9, 1940, aged 84 years, leaving a personal estate of $145,979.60 and real estate valued at $11,000. His only heirs at law were a brother, C. R. Porter, a niece, Mary Porter Wyatt, and six children of Mary Louise Stewart, a deceased sister. Decedent’s wife died in 1913 and they had no children. In October, 1940, Linn V. Phillips, Esq., counsel for Earl Huston, presented for probate to the Register of Wills of Fayette County a paper purported to be the will of decedent. Huston was a beneficiary named in the challenged will and was therein named executor. The paper consisted of three typewritten pages, the first two of which are each signed at the bottom on a typewritten line the name of Newell Armstrong Porter, Sr. The third page being about one-half filled with testamentary provisions is signed after the clause appointing Earl Huston the executor. It is followed by the testimonium clause, and it is again signed on a typewritten line “Newell Armstrong Porter, Sr.” John W. Rankin and George C. Steele were subscribing witnesses to this will. It gives nothing to the heirs at law and bequeaths $35,000, free of all taxes, to the executor, Earl Huston, and cancels his indebtedness amounting to $5,000 and bequeaths to Mrs. Verna McCrory, testator’s housekeeper, $50,000.00, free of all taxes, and numerous articles of personal property. The real estate and residuary estate is devised and bequeathed to P. R. Luce, son-in-law to Mrs. Mc-Crory. The will bears a typewritten date of July 17, 1937. Attorney Phillips testified that the will was prepared by him about ten days prior to its date.

The only reasons filed in support of the caveat which we need consider here are these: “That the writing was procured by fraud, undue influence, duress, constraint and contrivance exerted by Earl Huston, Verna *478 McCrory, and P. R. Luce, beneficiaries thereunder, and others. Said paper writing is not the last will and testament of Newell Armstrong Porter, Sr., deceased.” Contestants mean by this last assertion that Porter’s alleged signatures on the “paper writing” are forgeries.

A hearing was held by the register on November 7, 1940. The will was probated without taking contestants’ testimony. Probate was revoked and the record certified to the Orphans’ Court.

At the trial a transcript of the testimony of the subscribing witnesses before the register was received in evidence, pursuant to the respective counsels’ agreement. John W. Rankin, one of the subscribing witnesses, testified that he was then, and for nine years had been, a County Commissioner of Payette County and that he knew Newell Armstrong Porter, Sr., “very well”. He testified that Mr. Porter signed the will and then he at Porter’s request signed it “after him.” Rankin identified his own signature to the paper. All this signing was done in the presence of George Steele, the other subscribing witness, in the conference room of the commissioners’ office. He said that Porter “had the paper with him when he came to my office but I did not see what it was.” No one else was present when the paper was thus executed and witnessed. He identified the two signatures on page 3 as the two names he saw the decedent write. He does not remember whether he saw Porter sign pages 1 and 2. The other subscribing witness, George Steel, gave testimony substantially like that of Mr. Rankin and differing only in inconsequential details. He identified his own signature and that of the decedent. He said that he had known Mr. Porter for 50 years.

The contestants offered exhibits consisting of photographs and transparencies showing (so they claim) that two genuine signatures of testator on an application filed in the Register’s office in 1932 had normal differences in their length, spacing, width of the letters, height *479 of the letters, and angles and alignment, but that one of these signatures and all four of the signatures on the will itself were identical in these respects, thus indicating, they argued, that the four signatures on the will had been traced from an admittedly genuine signature of the decedent. Contestants also presented evidence which they argued supported the charge of undue influence.

As the court below pointed out, there is no evidence of testator’s testamentary incapacity and “a substantial part” of the testimony in support of the charge of undue influence in making the will consists of the testimony of the three principal beneficiaries of the will, Mrs. McCrory, P. R. Luce, and Earl Huston, who were all called “as if under cross-examination.” The contestants showed friendly and even intimate relations between the three chief beneficiaries of the will and Mr. Porter, but while such relations may provide opportunities for undue influence they do not prove its exercise. Porter lived in close domiciliary association with Mr. and Mrs. McCrory for many years before Mr. McCrory’s death in 1933. For a long time they lived in the same apartment, which belonged to Porter. For 22 years Mrs. McCrory furnished Porter with all his meals. Porter charged no rental for the apartment and he paid nothing directly for his meals. Mrs. McCrory married a man named Sturgis on July 3, 1937, but continued to be called by Porter and many others as Mrs. McCrory. She was divorced from Sturgis on November 10, 1939. Porter made from time to time gifts to Mrs. McCrory, some of these gifts being checks for $100.00. In October 1936 Porter contributed $600.00 to the purchase of a Plymouth car for her and in 1939 he contributed $1,600.00 to the purchase of a Packard car for her. He also gave her diamond jewelry and a $1,000 postal savings bond.

Porter and Earl Huston, another beneficiary, were directors of the same bank in Brownsville until it closed *480 in 1931. He frequently consulted Huston (who later became chief clerk in the county commissioners’ office) about his (Porter’s) business affairs and loaned money to Huston. The latter prepared Porter’s personal property tax returns and was co-administrator with him in the settlement of the estate of Porter’s sister. Porter promised to take care of him in his will and gave him instructions as to his funeral and place of burial.

P. R. Luce, another beneficiary of the will, married Mrs. McCrory’s daughter in 1920. He worked for Porter for 20 years irregularly on Porter’s farm and after 1937 he worked regularly on the farm for $100.00 a month, giving up all other employment. The court below regarded the will in question as a “natural one” for Porter to make. The court found that Porter had not been on friendly terms with his brother and that there was “no close association between him and his nieces, all of whom were born and have always resided in the middle west.”

The court below correctly held that the contestants had failed to establish the charge of “undue influence” used on the testator in making his will, as this court has defined that phrase in Phillips’ Est., 244 Pa. 35, 90 A. 457, and in many other cases.

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Bluebook (online)
19 A.2d 731, 341 Pa. 476, 1941 Pa. LEXIS 453, Counsel Stack Legal Research, https://law.counselstack.com/opinion/porters-estate-pa-1941.