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Estate of Bogart, Deceased

Superior Court of Pennsylvania
Apr 10, 1929
96 Pa. Super. 26 (Pa. Super. Ct. 1929)

Opinion

March 4, 1929.

April 10, 1929.

Wills — Alterations — Validity.

On the trial of an issue devisavit vel non, it appeared that the will was written on a sheet of paper folded once. The first page indicated that the testator's property was to be divided equally among his five children. On page two, otherwise blank, were the signatures of testator and those of two witnesses. At the top of page three were the names of four of the testator's five children written in pencil. The evidence disclosed that the handwriting of the penciled names was that of testator, while the handwriting of the will was not. No evidence was offered to show when the penciled alteration was made. The register admitted the entire paper to probate and the children of the testator's daughter who died after the will was made and whose name was omitted in the alteration on page three, appealed.

In such case the court properly excluded from probate the portion of the instrument appearing on the third page, and judgment for petitioners was sustained.

When a testamentary writing is found beneath the signature of a testator, the probability is that such writing was not there at the time the will was executed; for reason and general practice assure us that if it had been part of the will, the testator would have signed beneath it and not above it. In the absence of evidence showing when an alteration was made it is presumed to have been made after the execution of the will.

Appeals — Orphans' court — Distributees — Separate appeals.

There is no right to a joint appeal from a decree of the orphans' court on an issue derisavit vel non by three of the claimants where the interest of each is independent and distinct.

Appeal No. 15, February T., 1929, by Lewis Bogart, Carrie E. Mellick and Clark E. Runyan from decree of O.C., Columbia County, No. 22, February T., 1927, in the Estate of George W. Bogart, Deceased.

Before TREXLER, KELLER, LINN, GAWTHROP, CUNNINGHAM and BALDRIGE, JJ. Affirmed.

Issue devisavit vel non. Before EVANS, P.J.

The facts are stated in the opinion of the Superior Court.

The court entered a decree admitting to probate pages one and two of the instrument. Proponents appealed.

Error assigned was the decree.

H. Mont Smith, and with him H.G. Teel, for appellants. — The signature of the testator was at the logical end of the language of the paper, whether farthest removed in space from the beginning of the will or not, and the entire paper should be probated: Stinson's Estate, 228 Pa. 475; Baker's Appeal, 107 Pa. 381; Swire's Estate, 225 Pa. 188; Teed's Estate, 225 Pa. 633; Wikoff's Appeal, 15 Pa. 281; Linnard's Appeal, 93 Pa. 313.

E.J. Mullen, and with him G.W. Moon, for appellee, cited: Mullen v. McKelvey, 5 Watts 399; Kurtz v. Salor, 20 Pa. 205; Taylor v. Mitchell, 57 Pa. 209; Saunders v. Samarreg Co., 205 Pa. 632; Heise v. Heise, 31 Pa. 246.


Argued March 4, 1929.


The question is how much of the following instrument should be admitted to probate as the will of George W. Bogart. The writing is on the first, second and third pages (though testator did not number them) of a sheet of paper folded once; part is written in ink, part in pencil; to distinguish these parts, what is written in pencil is here printed in italics. On page 1 is the following, occupying the entire page:

Bloomsburg, Pa., June 13, 1913.

George W. Bogart is going to appoint his son Lewis excu rty to settle up his astate after he is dead and gone. He is to divided all his finanicals to his children equally. If there is any property, to sell it and divide the money equally to the said children, (at this point it is not clear whether a comma was changed to a period, or a period to a comma; appellants contends that it remains a comma; in view of the other punctuation shown in the copy, we attach no importance to the contention).

At the foot of page 2, otherwise blank, was the following:

George W. Bogart.

Witnesses:

JC Bucher Catawissa Pa. George W witenight Madens town Ship

The words Madens township extend across the foot of page 3, and the record indicates that by Madens, testator meant Madison.

At the top of page 3, appears the following:

tow lewis Bogart And Cary Mekick And irene girton And Dasy runen

The register of wills, reading the paper in the order of pages 1, 3 and 2, admitted the entire instrument to probate. From that decision, testator's grandchildren, who were children of testator's daughter, Mrs. Miller, who was living when the will was made, but who died before testator, appealed to the orphans' court, claiming the share their mother would have taken, pursuant to section 15 of the Wills Act (1917, P.L. 403, 408, formerly section 12, 1833, P.L. 250) under so much of the instrument as was written in ink. The orphans' court sustained their appeal and excluded page 3 as an unsigned codicil, and directed the probate of pages 1 and 2. Three of testator's children appeal from that decision.

Testator died in 1925. The evidence shows that at the date of the paper, 1913, testator's family consisted of a son, Lewis, and four daughters, Carrie Mellick, Irene Girton, Daisy Runyan, and Flora E. Miller. If testator then intended that his children should share his property equally as appears on page 1, it would be divided into fifths. Mrs. Miller died in 1920, leaving surviving three children who survived testator, and who, as has been stated, appealed from the decision of the register. At his death, testator left surviving four of his five children named above. If page 3 is considered part of his will, and is read as preceding his signature on page 2, the estate will be divided in fourths and Mrs. Miller's children will receive nothing. The fact that such inconsistency exists between the intention expressed in ink on page 1 and that expressed in the pencil addition on page 3, is said by appellee to exclude the application of the rule that the order of paging is immaterial in determining whether a will is signed "at the end thereof," if a reading from the beginning through all the parts, concluding with the signature, discloses a coherent and clearly stated intention; compare Stinson's Est., 228 Pa. 475.

Now, having an instrument partly in the writing of Bucher, and partly in that of testator, with the inconsistency between a division of his estate into fifths as stated on page 1, in Bucher's writing, with the division into fourths on page 3, in his own hand, written below the signature on page 2, we come to the application of the presumption, thus stated in Taylor's Estate, 230 Pa. 346, 351: "When a testamentary writing is found beneath the signature of a testator, the probability is that such writing was not there at the time the will was executed; for reason and general practice assure us that if it had been part of the will, the testator would have signed beneath it and not above it; so, in the absence of evidence, it is proper to presume that the writing was added after the execution of the will."

That brings us, then, to an examination of the evidence produced. Testator's signature was proved by non-subscribing witnesses. Bucher, one of the subscribing witnesses, could not be found in the state; he was last heard of in Ohio, but his testimony was not obtained. Bucher's brother identified his brother's signature as a witness, and also testified that the portion in ink (page 1) was in his brother's writing, Lewis Bogart testified that, in his opinion, Bucher wrote that part of the will (page 1) that is written in ink, and that the parts of the paper (page 3) and the letters rty (after the letters excu, page 1) were written by his father, the testator, with whose writing he was familiar.

Witenight's signature was not proved; on the contrary, it was shown that the only man of that name (and he spelled it Whitenight) in Madison (madens) township was dead (when the evidence was taken) and his daughter and son-in-law testified that they were familiar with his signature and that the name was not in his writing and was misspelled — the letter h being omitted in the first syllable, and that the initial W was not part of his name. A comparison of the writing of the line "George W witenight Madens town Ship" with the pencil writing on page 3 said to be in testator's writing, shows without the least doubt, that the line is the same hand writing. There is no evidence showing when the pencil writing was done, whether at the time testator signed on page 2 or subsequently, except that it appears after what, by itself, is a complete will. Appellees suggest the theory that it was probably done by testator in 1920 after his daughter, Mrs. Miller, died. Certainly Witenight's name as a witness follows Bucher's and, as we have said, there is no doubt that it was written by the same hand that wrote the names on page 3. Alone, the pencil writing (page 3) means nothing; if read with the disposing parts of page 2, it modifies them by excluding one of his daughters (or her children) from a share in testator's estate; it is an alteration of what without it, is a complete will; such an unattested alteration, under the rule quoted above, is presumed to have been made after the execution of the will, in the absence of evidence showing when it was made: Teed's Est., 225 Pa. 633; Taylor's Est., 230 Pa. 346. See generally Churchill's Est., 260 Pa. 94; Seiter's Est., 265 Pa. 202; Maginn's Est., 278 Pa. 89; S.C. 281 Pa. 514.

In this case, therefore, we must conclude that the pencil writing on page 3 was added after the will had been executed, and not being signed, is not entitled to probate.

We should add that there is no authority for a joint appeal by testator's three children who now survive: McGlinn's Est., 270 Pa. 373; in the circumstances, however, instead of quashing, we have treated the appeal as that of one of the three.

Judgment affirmed, costs to be paid out of the estate.


Summaries of

Estate of Bogart, Deceased

Superior Court of Pennsylvania
Apr 10, 1929
96 Pa. Super. 26 (Pa. Super. Ct. 1929)
Case details for

Estate of Bogart, Deceased

Case Details

Full title:Estate of Bogart, Deceased, Appeal of Bogart, Mellick and Runyan

Court:Superior Court of Pennsylvania

Date published: Apr 10, 1929

Citations

96 Pa. Super. 26 (Pa. Super. Ct. 1929)

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