Court Opinion

ID: 6250241
Source: CourtListenerOpinion
Date Created: 2022-02-17 21:12:34.010231+00
Date Added: 2024-06-11T08:59:19.383186
License: Public Domain

Per Curiam,
March 28, 1910:
One of the questions passed upon by the court below in disposing of the application for an issue devisavit vel non was the sufficiency of the proofs submitted by the appellant as to the alleged testamentary incapacity of the testatrix. If those proofs failed to show lack of testamentary capacity at the time the will and codicil were executed, it was immaterial that subsequently her mind may have become so impaired that she was not capable of intelligently disposing of her property. The will was executed in January, 1905, though dated April 20, 1904, and the codicil was signed August 1, 1906. That testatrix had full testamentary capacity at the time she executed these instruments was an inevitable conclusion from the testimony, a recital of which is not called for here. The learned *563judge who heard it, after reciting the facts established by it, correctly concluded: “It would seem to the Judge who has heard this case an affectation almost to refer to the authorities to show that the decedent had testamentary capacity at the time she executed this will and codicil. She was conducting her affairs, transacting her business, knew her properties, her relatives and her friends, and knew what she wanted to do with them. No one at that time ever questioned her capacity, nor thought of disregarding her orders or resisting her control; and it was not until six months after the execution of the codicil that she gave up her attendance in her business, and about a year after when she began to act strangely. She was, in the minds of those who did business with her, a woman of unusual ability, and the fact that she may have wasted some of her money in extravagant purchases (a weakness common to so many of her sex), that she made memoranda of things she was unfamiliar with, as the things used in the stable, that she complained of her head occasionally, that she was forgetful, and the opinion of experts, have very little weight in such a case. (Morgan’s Est., 219 Pa. 355.) In the evidence heard, the expert testimony given by eminent physicians who testified for the contestants was neutralized by the testimony of equally eminent physicians, who testified to the opposite conclusion as experts for the proponents, and even without that their conclusions, founded as they were on suppositions and opposed by the facts of the case, could not have weight enough to sustain a verdict. The issue as to testamentary capacity must be denied.” These conclusions were concurred in by the entire court in banc. Equally insufficient were the proofs as to undue influence. The two chief beneficiaries may have sustained close business and professional relations with the testatrix, which might have enabled them to exert undue influénce, but the burden was not shifted to them to prove that they had not exerted it, for the uncontradicted testimony is that the will and codicil were both prepared by the attorney of the testatrix from information which she gave him and were executed by her in his presence and that of his two office associates alone, who, with him, witnessed their execution. *564There was no testimony that the beneficiaries knew their contents or that they were in existence until some time after they had been executed. If there were meretricious relations with one of the beneficiaries, they did not in themselves furnish sufficient evidence of coercion or constraint: Allshouse v. Kelly, 219 Pa. 652. The appeal is dismissed and the decree of the court below affirmed at the costs of appellant.