Tribit Estate

81 Pa. D. & C. 29, 1952 Pa. Dist. & Cnty. Dec. LEXIS 329
CourtPennsylvania Orphans' Court, Delaware County
DecidedMarch 17, 1952
Docketno. 250 of 1951
StatusPublished

This text of 81 Pa. D. & C. 29 (Tribit Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Delaware County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tribit Estate, 81 Pa. D. & C. 29, 1952 Pa. Dist. & Cnty. Dec. LEXIS 329 (Pa. Super. Ct. 1952).

Opinion

van Roden, P. J.,

William C. Tribit died February 3, 1949, and one Lulu Bogle (Tribit), proponent, claims to be entitled to receive his entire estate; first, by virtue of a will made by’decedent, dated January 9,1929, wherein he named her as sole beneficiary and appointed her executrix, which will has, however, been lost, and secondly, if the contents of the lost will cannot be proven, she is entitled to inherit as the surviving spouse of decedent, by virtue of a common-law marriage existing at the time of his death.

The heirs-at-law of William C. Tribit, in the event of intestacy and leaving no spouse surviving, have filed their appeal to this court from the decree of the register of wills directing that the copy of the alleged lost will be admitted to probate as the last will and testament of decedent.

The first problem to be determined is whether the paper dated January .9,1929, as a copy of the purported lost will should be admitted to probate.

In support of the contention of proponent, Mrs. Catherine R. Dougherty was called as a witness and testified that she was secretary to the late Harry J. Makiver, Esq., from 1920 until he died in 1942, that [31]*31on January 9, 1929, Mr. Makiver dictated to her, in the presence of decedent, a draft of a will, that she then typed the will as dictated, making the original and one carbon copy, and that the original was signed by Mr. Tribit in Mr. Makiver’s office, in her presence and in the presence of G. Harmon Webb, Esq., and she and Mr. Webb then signed the document as witnesses. All of this took place in the presence of Mr. Makiver and Mrs. Bogle (Tribit) as well as decedent. She testified further that after the will was signed and witnessed she does not recall whether Mr. Tribit took it or whether Mr. Makiver placed it in his safe deposit box as was his habit.

Mrs. Dougherty definitely identified the carbon copy of this will which was admitted to probate by the register of wills and which is in evidence in this proceeding, and thereby verified the contents of the lost will.

Mr. Webb was not called as a witness for the reason given by counsel for proponent that he was not available and that it was learned from him that he had no recollection whether or not he had witnessed the will.

Lulu Bogle (Tribit) testified that she was present in Mr. Makiver’s office with Mr. Tribit, that Mr. Ma-kiver hand-wrote the draft and after Mr. Tribit signed this paper, Mrs. Dougherty copied it on the typewriter and then decedent signed the original typewritten copy in the presence of Mrs. Dougherty and a gentleman whose name she did not recall.

This witness also verified the contents of the lost will.

The widow of Mr. Makiver testified that she had the custody of her deceased husband’s personal effects, including the contents of his office, since his death, that his files were alphabetically arranged and in an orderly condition and she had not had any difficulty locating any file which was desired. She testified further that all of the original wills of clients of her husband had been returned to them, that she did find the file of Mr. [32]*32Tribit, which was in good order, that no original will was there and that she did find a carbon copy of Mr. Tribit’s will which she turned over to William Taylor, Jr., Esq., attorney for Mrs. Bogle (Tribit). This copy is the document admitted to probate by the register of wills.

The original will, signed by decedent, was never found, and the carbon copy thereof was offered for probate, and admitted by the register of wills. By the terms of this document the entire estate was given to proponent, therein named as Lulu Bogle, and she was designated as executrix.

The rule relating to proof of lost wills is set forth in Hodgson’s Estate, 270 Pa. 210, 213 (1921), as follows:

“Proof of a lost will is made out only by proof, of execution and of contents, by two witnesses, ‘each of whom must separately depose to all the facts necessary to complete the chain of evidence, so that no link in it may depend on the credibility of but one’ ”.

Probate in that case was denied because the attesting witnesses did not know the contents of the will.

In the case at bar, Mrs. Bogle (Tribit) was a competent witness under the Act of 1887, although counsel for appellants argues that her financial interest in the outcome of this litigation has a distinct bearing on her credibility. So, it would appear that proponent has complied with this requirement of the law by proving the contents, as well as the execution, of the will by two witnesses.

However, in addition it is also essential for the proponent to overcome the presumption that the will which cannot be found was revoked by decedent. In this connection, the rule is stated concisely and with clarity, in Bregy’s Intestate, Wills and Estates Act of 1947,- at page 2313, as follows:

“This presumption can be rebutted by showing that someone else destroyed it, that decedent did not have [33]*33access to it; or that decedent made statements up until the time of his death indicating that his will was still in existence. Such evidence, however, must be ‘positive, clear and satisfactory.’ See Dalbey’s Estate, 326 Pa. 285 (1937), and O’Neill’s Estate, 58 D & C 351 (O. C. Bucks 1946), for a complete discussion of the Pennsylvania authorities governing this presumption.”

It is stated in Thompson on Wills, 3rd ed., §204, at page 312:

“The petition or complaint to establish a lost or destroyed will should show that the decedent executed a will, and that it was afterward destroyed without his consent in his lifetime, or otherwise fraudulently disposed of, or, if lost, that such will was in existence at the time of the death of the testator.”

And in Thompson on Wills, §205, at pages 312, 313:

“It is incumbent on the party seeking to establish the will, not only to prove its due execution, but also to rebut the presumption that the testator destroyed it if it can not be found at his death. . . .

“In order to authorize the court to probate a copy of the lost or destroyed instrument, it is incumbent upon the proponent to show what became of the original will, in whose custody it was placed, account for its nonproduction, and produce some competent proof of its contents.”

See also Hunter’s Commonplace Book, at page 919.

In fact, this rule is so universally established that further emphasis thereon is unnecessary.

In the instant case, therefore, we have the following admitted facts:

(a) The will was prepared and signed in 1929, and thereafter the scrivener and attorney for testator, Mr. Makiver, lived and maintained his law offices in the same place for a period of 13 years, and was accessible to visits by testator.

[34]*34(b) Testator survived Mr. Makiver, whose death occurred in 1942.

(c) Upon the death of testator in 1949 Mr. Ma-kiver’s widow produced the office file of her husband relating to decedent’s will, which was in good order and did not contain the original will, but did contain a carbon copy thereof (unsigned).

(d) Mr. Tribit visited Media, where Mr. Makiver maintained his office and where his widow has continued to reside, as late as 1947.

(e) There is no evidence whatever as to whether Mr.

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Related

Dalbey's Estate
192 A. 129 (Supreme Court of Pennsylvania, 1937)
Hodgson's Estate
112 A. 778 (Supreme Court of Pennsylvania, 1921)

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Bluebook (online)
81 Pa. D. & C. 29, 1952 Pa. Dist. & Cnty. Dec. LEXIS 329, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tribit-estate-paorphctdelawa-1952.