Young Estate

32 A.2d 901, 347 Pa. 457, 154 A.L.R. 643, 1943 Pa. LEXIS 461
CourtSupreme Court of Pennsylvania
DecidedApril 21, 1943
DocketAppeal, 88
StatusPublished
Cited by23 cases

This text of 32 A.2d 901 (Young 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
Young Estate, 32 A.2d 901, 347 Pa. 457, 154 A.L.R. 643, 1943 Pa. LEXIS 461 (Pa. 1943).

Opinion

Opinion by

Mr. Chief Justice Maxey,

This appeal arises out of an issue d. v. n. in which it was charged that the signature to a certain paper purporting to be a will was forged. Mrs. Maud Young, aged 79 years, died in Hollidaysburg on January 26, 1941, leaving real and personal property of the value of $40,-000. Her next of kin were nieces and nephews. From 1928 until she died she frequently consulted on her busi *458 ness affairs, George G. Patterson, Esq. At Mrs. Young’s direction Judge Patterson (then an attorney * ) prepared a will for her on February 2,1938, and a codicil thereto on February 8, 1939. They were duly executed.

After Mrs. Young’s death a paper purporting to be her will and dated November 29, 1940, was admitted to probate. Mrs. Bice, one of the four chief beneficiaries under this will, and a niece by marriage of Mrs. Young, claims that the latter brought this will to the Bice home and there signed it in the presence of Willard Campbell and Marion Wertz, son and employee, respectively, of Mrs. Edith Bice, and then left the will with her. Four days after Mrs. Young’s death the paper was exhibited to Judge Patterson, one of the persons named in this will as executor of the estate, the others being Mrs. Edith Bice and Mrs. Anna Gallagher.

From the probate of this paper Mary Catherine Arnick, niece of the decedent, appealed and a citation was then issued, directed against the parties in interest to show cause why an issue devisavit vel non should not be granted, the allegation being that the signature: Mrs. Maud Young, on this paper, was a forgery. An answer was filed and after testimony was taken, an issue was directed to a jury for an answer to these questions: (1) “Whether the signature to the said writing dated November 29, 1940, is the true and genuine signature of Maud Young, deceased,” and (2) “Whether or not the said writing is the will of the said decedent.” After trial the jury on May 14, 1942, answered both questions: “No”. Counsel for the proponents filed reasons for a new trial and also asked for judgment n. o v. The court dismissed the plaintiffs’ motions. This appeal followed.

The basic question in this case is whether or not the evidence in support of the charge of forgery is in law sufficient to overcome the testimony of those who claim to *459 be subscribing witnesses to the execution of this challenged paper. Appellants contend that the testimony of expert witnesses in a case of this character can only be “corroborative”, and that there was no “direct and positive” evidence of the forgery charged, and that therefore there was nothing to corroborate.

The law governing cases of this character is settled. By the Act of June 6, 1913, P. L. 451, Sec. 1, 28 PS 161, it is provided that “where there is a question as to any writing, the opinions of the following persons shall be deemed to be relevant: (a) The opinion of any person acquainted with the handwriting of the supposed writer, (b) The opinion of those who have had special experience with, or who have pursued special studies relating to, documents, handwriting, and alterations thereof, who are herein called experts. Section 2 of the same Act provides : “It shall be competent for experts in giving their testimony, under the provisions of this act, to make comparison of documents and comparison of disputed handwriting with any documents or writing admitted to be genuine, or proven to the satisfaction of the judge to be genuine, and the evidence of such experts respecting the same shall be submitted to the jury as evidence of the genuineness or otherwise of the writing in dispute.”

In De Laurentiis’s Estate, 323 Pa. 70, 76, 186 A. 359, this court quoted with approval what was said in Henry’s Estate, 276 Pa. 511, that “opinion evidence, standing alone, as it did, would not sustain a finding of forgery, in the face of the direct and credible evidence . . . Were the direct evidence discredited, or the opinion evidence strengthened by facts and circumstances, the case might be different.”

In Porter’s Estate, 341 Pa. 476, 19 A. 2d 731, we held that the testimony of the handwriting experts would not be sufficient to sustain a verdict against the will in the light of the uncontradicted and unimpeached testimony of the subscribing witnesses to the will.

Other jurisdictions are in accord with the Pennsylvania rule as to the testimony of handwriting experts *460 plus circumstances of probative value being sufficient to overcome the testimony of those claiming to be subscribing witnesses to a questioned document. In O’Connor v. Slaker, 179 N. W. 401, the Supreme Court of Nebraska held as follows: Testimony of handwriting experts that a will offered for probate is a forgery, if based on sound reasons and circumstances supporting that theory, may be sufficient to overturn the testimony of subscribing witnesses that they saw the will executed. On the issue that a will offered for probate is a forgery, the testimony of subscribing witnesses that it was duly executed may be overthrown by any probative proof, either direct or circumstantial, if admissible under the ordinary rules of evidence. After substantial evidence has been adduced in support of the plea that a will offered for probate is a forgery, there is no presumption that the persons purporting to be subscribing witnesses told the truth in testifying that they saw the will executed, though not directly impeached or directly contradicted. In Baird et al. v. Shaffer, 168 Pac. 836, the Supreme Court of Kansas held that the testimony of subscribing witnesses to a will may be overcome by any probative facts and circumstances admissible under the ordinary rules of evidence. In Oliver v. Oliver, 340 Ill. 445, 172 N. E. 917, the Supreme Court of Illinois held that testimony of subscribing witnesses to a will may be overcome by any competent evidence circumstantial as well as direct.

Wigmore on Evidence, 3d ed. Yol. IY, sec. 1302 (clause 3), says: “The testimony of the attesting witnesses is of course not conclusive in favor of execution even when all agree and when no personal impeachment is attempted . . . The unanimous testimony of the at-testers may fail of credit even though the only opposing evidence is that of the alleged malcer’s handwriting as analyzed by expert witnesses. The circumstantial evidence afforded by the handwriting may in a given case be more convincing than the testimony of the attesters. *461 This possibility is one of the results of the modern scientific study of handwriting.”

Applying to this case the Pennsylvania rule first above cited, the opinion evidence does not “stand alone”, and the evidence of the subscribing witnesses falls far short of being “credible” and “unimpeached”. The opinion evidence adverse to this 1940 paper is immeasurably “strengthened by these facts and circumstances”:

(1) The scrivener of this will has at no time been produced. The draftsman of an important paper whose genuineness is challenged does not, if alive, usually remain in hiding.

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Bluebook (online)
32 A.2d 901, 347 Pa. 457, 154 A.L.R. 643, 1943 Pa. LEXIS 461, Counsel Stack Legal Research, https://law.counselstack.com/opinion/young-estate-pa-1943.