Swanson Estate

74 Pa. D. & C. 358, 1950 Pa. Dist. & Cnty. Dec. LEXIS 80
CourtPennsylvania Orphans' Court, Elk County
DecidedAugust 24, 1950
Docketno. 23
StatusPublished

This text of 74 Pa. D. & C. 358 (Swanson Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Elk County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Swanson Estate, 74 Pa. D. & C. 358, 1950 Pa. Dist. & Cnty. Dec. LEXIS 80 (Pa. Super. Ct. 1950).

Opinion

Hipple, P. J.,

On April 3, 1950, an opinion and decree nisi were filed sustaining the appeal from the decision of the register of wills admitting to probate a certain instrument in writing with erasures and substitutions as integral parts thereof, as the last will and testament of Charles R. Swanson, deceased, setting aside the probate- thereof, the grant of letters testamentary thereon, and remitting the record to the register of wills for further proceedings in accordance with the adjudication.

Proponent, George A. Swanson, filed exceptions to the findings of fact, and conclusions of law, and the decree nisi, which can be considered without specific reference to each exception.

The second, third, fourth and fifth exceptions are sustained because the court was in error in holding that by the death of Axel Swanson, the only legatee and devisee named in the will, the legacy or devise to Axel lapsed. It was shown that Axel Swanson had at least one lineal descendant, George A. Swanson, his son, and [359]*359therefore under section 14, par. 8 of the Wills Act of April 24,1947, P. L. 89, 20 PS §180-14, if no erasures or substitutions had been made in the original instrument, the devise or bequest to Axel would not have lapsed but would have passed to his surviving issue.

Proponent specifically excepts to the alleged failure of the court to make specific findings of fact and conclusions of law on the questions and issues raised by the pleadings. It would seem that the facts are sufficiently stated in the opinion' but in order to comply with this request of proponent we make the following

Findings of Fact

1. Charles R. Swanson, decedent, was a resident of Fox Township, Elk County, Pa. He died on July 12, 1948, leaving a will which was not dated but was signed by decedent and witnessed by Eugene B. Flynn and Y. J. Koch.

2. The will was prepared in typewriting by Mr. Flynn, who delivered it to testator before it was signed. Later, testator brought the will to the office or residence of Mr. Flynn where testator signed the will and Mr. Flynn signed as a witness. Testator then took the will, signed by himself and Mr. Flynn, to V. J. Koch, who was requested by testator to sign it as a witness. Mr. Koch read the will and then signed it in the presence of testator as a witness.

3. The second paragraph of the will reads as follows:

“Second: I give, devise, and bequeath unto my beloved brother, Axel Swanson, his heirs and assigns forever, all my property, real, personal and mixed, of what nature or kind soever and wherever the same be or may be found at the time of my death.”

4. The third paragraph of the will directs that Axel Swanson be released and discharged from any indebted[360]*360ness owing by him to testator at the time of testator’s death.

5. The fourth paragraph of the will appoints an executor as follows:

“Fourth: I hereby name, constitute and appoint Axel Swanson executor of this my Last Will and Testament and that no bond shall be required of him for his so acting or serving as my Executor.”

6. Decedent had custody of his will from the time of its execution until his death on July 12, 1948.

7. Axel Swanson, sole legatee and devisee, died in April 1948, prior to the death of testator.

8. George A. Swanson is the son of Axel Swanson. For upward of four years he had been employed by testator in driving motor buses. Prior thereto for about two years he was employed by testator on part time in that type of work. Testator lived with the mother of George A. Swanson and was living in the mother’s home at the date of his death.

9. During his last illness, testator was removed to a hospital where he died. Shortly before his death, testator told his nephew, George A. Swanson, about a steel box which was then in the bedroom occupied by testator. This steel box was in possession of testator and after his death, George A. Swanson found the box in his bedroom in which there was the will in question, together with other valuable papers, including deeds to real estate, etc.

10. When the will was examined and offered for probate, it was found that there were erasures, and substitutions in the second and fourth paragraphs. At the end of the first line in the second paragraph the word, “brother”, was apparently attempted to be erased by the use of a common eraser. The first three letters in this word, while legible, are covered with what appears to be a smudge. The last four letters are not as noticeably clouded. Above the word “brother” the word [361]*361“nephew” is written in ink in 'decedent’s handwriting. The first word of the second line, which was apparently the word “Axel”, is completely erased with the exception of the letter “1”, which is distinguishable. The erasure was not made in ink but from its appearance was made by a common eraser or other instrument such as a knife, used with such force as to break or tear the paper upon which the will was written. Immediately above this word is written in ink, in decedent’s handwriting, the word “George”, so that the clause as altered reads: “I give, devise and bequeath unto my beloved nephew George Swanson” the whole estate of decedent.

11. In the fourth paragraph, the word “Axel” is obliterated in ink and the word “George” is written in decedent’s handwriting immediately above the word “Axel”, so that, the clause as altered reads, “I hereby name, constitute and appoint George Swanson Executor, etc.”

12. The substitution of the words “nephew George” in the second paragraph and the word “George” in the fourth paragraph are in the handwriting of decedent and notwithstanding the presumption that the erasures and substitutions were the act of testator because he had custody of the will, proponent produced affirmative proof that the substitutions were in his handwriting.

13. There were no alterations, erasures or substitutions in the will when it was signed by Mr. Flynn and Mr. Koch as witnesses and each of these witnesses testified that the erasures and substitutions were made after they had signed the will as witnesses.

14. The will, with the erasures and substitutions, was admitted to probate as the last will and testament of testator and letters testamentary thereon were issued by the register of wills to George A. Swanson. An appeal from the probate of this paper was taken by Anna Swanson Francis, a sister of decedent, alleging that by [362]*362reason of the erasures and substitutions, the will with the erasures and substitutions is void because decedent did not republish the will after making the erasures and substitutions.

15. There was no republication of the will after the erasures and substitutions were made, nor was the will with the erasures and substitutions proved by the oaths or affirmations of two competent witnesses.

Discussion

There is no question but that a testator may cancel or revoke his will in whole or in part by erasing or striking out any part or the whole thereof: Heller Estate, 158 Pa. Superior Ct. 194; Sando Will, 362 Pa. 1. It is likewise true that where a bequest is canceled, if a testator obliterates or draws a line through the name of a legatee, or an indicated bequest, the court will, if possible, give effect to the remaining words or paragraphs in the will, because the undestroyed part of the will complete in itself

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Related

Sando Will
66 A.2d 312 (Supreme Court of Pennsylvania, 1949)
Bryen's Estate
195 A. 17 (Supreme Court of Pennsylvania, 1937)
Heller Estate
44 A.2d 528 (Superior Court of Pennsylvania, 1945)
Simrell'S Estate
26 A. 599 (Supreme Court of Pennsylvania, 1893)
Sheaffer's Estate
87 A. 577 (Supreme Court of Pennsylvania, 1913)

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Bluebook (online)
74 Pa. D. & C. 358, 1950 Pa. Dist. & Cnty. Dec. LEXIS 80, Counsel Stack Legal Research, https://law.counselstack.com/opinion/swanson-estate-paorphctelk-1950.