Roberts Will

94 A.2d 780, 373 Pa. 7, 1953 Pa. LEXIS 278
CourtSupreme Court of Pennsylvania
DecidedFebruary 13, 1953
StatusPublished
Cited by17 cases

This text of 94 A.2d 780 (Roberts 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
Roberts Will, 94 A.2d 780, 373 Pa. 7, 1953 Pa. LEXIS 278 (Pa. 1953).

Opinion

Opinion by

Mr. Justice Allen M. Stearne,

The appeal is in a will contest. Contestant appeals from the refusal of the trial court to grant her motion for judgment non obstante veredicto following a verdict of a jury sustaining the will in an issue devisavit vel non. The jury trial was held in an orphans’ court under the Act of July 1, 1937, P. L. 2665, 20 PS 2585. (The proceeding was prior to January 1, 1952, the effective date of the Act of August 10, 1951, P. L. 1163, sec. 746, 20 PS 2080. 746).

An issue d.v.n. was awarded by the orphans’ court to determine: (a) whether at the date of execution of the contested will — May 11, 1948 — decedent possessed testamentary capacity, (b) whether the will was procured by undue influence, and (c) whether it was executed by decedent with testamentary intent, with the knowledge that it was a will. The jury answered the questions (a) and (c) in the affirmative and (b) in the negative. The verdict sustained the will. Upon refusal of motion for judgment for contestant n.o.v. this appeal followed. Appellant does not seek the grant of a new trial. Therefore, we need not consider alleged trial errors.

In refusing contestant’s motion for judgment n.o.v. the court said: “The jury’s verdict satisfies the professional and judicial conscience of the trial judge, is fully compatible with the evidence and the law of the case, and must therefore be upheld by the court.”

The scope of a review by an appellate court under such circumstances is well defined in Stewart Will, 354 Pa. 288, 47 A. 2d 204. In that case Mr. Justice Jones said, p. 295: “Once the chancellor approves and accepts the verdict, it becomes binding in the will contest in the Orphans’ Court as determinative of the fact so established: Cross’s Estate, 278 Pa. 170, 184, 122 [10]*10A. 267. But, ‘ “In every ease tried before a jury in ■which the trial judge sits as a chancellor, the evidence is addressed to him quite as much as to the jury — it must as a whole be judged by him independently of the jury — must satisfy his (legal) conscience as well as the jury — and cannot be rightfully submitted to the jury as a basis of any finding which he would not approve ; in a word, he cannot permit the jury to do what he as a chancellor (after weighing the evidence in the light of the established law upon the subject) would not do” ’: Phillips’ Estate, 244 Pa. 35, 42, 90 A. 457, quoting with approval from opinion of Judge Endlich in Caughey v. Bridenbaugh, 208 Pa. 414, 415, 57 A. 821, affirmed per curiam.

“The. foregoing quotation was spoken with respect to a jury’s verdict on the trial of an issue d.v.n. certified to the Common Pleas under the practice obtaining prior to the Act of July 1, 1937, P. L. 2665, 20 P.S. §2585. It is no less applicable to a jury’s verdict in the trial of an issue in Orphans’ Court under the provisions of that Act. The Act of April 22, 1905, P. L. 286, 12 P.S. §681, which provides for the filing of motions for judgment n.o.v., is adaptable to the trial of an issue d.v.n. only to the extent of the procedure it prescribes for raising the alleged invalidity of a verdict as a matter of law. It does not import into the question of the sustainability of a verdict on an issue d.v.n. the binding effect of the rule as to the evidence permissibly cognizable in testing a verdict rendered by a jury in a trial at law.” We have reviewed the testimony in order to ascertain whether or not it sufficiently supports the verdict and the chancellor’s approval of the same.

The basic controversy is over the validity of a bequest of a coal and builders supply business and a devise of the real estate on which the business was con[11]*11ducted, located in Llanercli, Delaware County. William J. Roberts, tbe decedent, died May 20, 1949, at the age of eighty-three. He was unmarried, without issue; his next of ldn were nephews and nieces and issue of a deceased niece. His estate is estimated in value to be over $300,000. The business was appraised at $39,933 and the real estate at $32,150, a total of $72,083. Decedent resided in the home of Ella Greenfield, the widow of a former business associate. Margaret Harrison (appellant), daughter of Mrs. Greenfield, lived next door. The business of decedent ivas conducted directly across the street from where he lived. William Hottenstein, the proponent, had been employed by decedent in the business since 1924, and after 1936 had become the manager of the business, in full charge and control of it. In January, 1941, decedent executed a will prepared in the office of Frank B. Rhodes who was apparently associated with his nephews, Walter L. Rhodes and William X. Rhodes. Under the terms of this will (i.e. 1941) there were bequeathed to named nephews and nieces and grandnephews and grandnieces legacies to the total amount of $29,000; $30,000 was bequeathed to Mrs. Greenfield and $3,000 to Margaret Harrison, daughter of Mrs. Greenfield (appellant). William Hottenstein, the appellee, was devised and bequeathed the business and the real estate on which the business was conducted. Walter L. Rhodes was named as executor. There was no disposition of the residue.

Another will was executed, dated March 18, 1948. It was signed by decedent and witnessed by his physician, Dr. Furman J. Kepler, and by Warren R. Jaquett, a friend of decedent, president of a bank. This will was probated May 25, 1949, and letters testamentary granted to Margaret Harrison and Robert W. Beatty, Esq., the executors named therein. Under this will, William Hottenstein is bequeathed $10,000. Earl [12]*12Roberts, a nephew, is bequeathed $5,000. Seven named nephews and nieces are bequeathed $3,000 each. Margaret Harrison is given a legacy of $3,000 (one nephew, Hugh Roberts, included in the 1941 will, is omitted). The residue is given to Ella N. Greenfield, with Margaret Harrison substituted should her mother predecease testator. There is no dispute over the circumstances under which this will was prepared and executed.

After Mr. Beatty (who had never been the attorney for decedent but who called at the home of decedent at appellant’s request in order to draw the will) had prepared a will (i.e. March 18, 1948) he mailed it to decedent accompanied by this letter:

“March 12th, 1948
“Mr. William J. Roberts
Darby Road and Park Avenue
Havertown, Penna.
“Dear Mr. Roberts:
“After my visit with you on Tuesday I prepared your Will in accordance with your instructions. I told you this was a rough draft, and that you should read it over, make such corrections as you think proper, and return to me so that I can put it in final shape. If the Will, as submitted, was satisfactory it could be signed before the proper witnesses.
“You will recall that I told you that in view of the fact you were not well you should discuss with your Doctor the question of signing the Will and perhaps have him witness it so there would be no doubt as to your testamentary capacity, to-wit, your ability to make a Will. You will also recall I told you the question of Executorship was up to you, and that there was no reason why I should act unless you desired it. I put my name in as an Executor with Mrs. Harrison, at your request. In accordance with our understanding please [13]*13feel free to remove it, or rewrite the Will omitting me from this capacity. I will be glad to serve you in any way I can.

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Bluebook (online)
94 A.2d 780, 373 Pa. 7, 1953 Pa. LEXIS 278, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roberts-will-pa-1953.