Opinion

Brindle Will

  • 360 Pa. 53
  • 60 A.2d 1
  • 1948 Pa. LEXIS 467
Court
Supreme Court of Pennsylvania
Filed
May 27, 1948
Status
Published
Author
Allen
On the bench
Maxey, Drew, Linn, Stern, Patterson, Stearne, Jones
Cited by
8 cases

The opinion

*63

Concurring opinion by

Mr. Justice Allen M. Stearne:

I am in complete accord with the majority opinion.

Proponents of wills may not profit by their own fraud or by the fraud of others. If the questioned testamentary document

toas

procured because of testamentary incapacity, or by undue influence, such a will is void and a nullity. There is no difference in the status of such an instrument and one which has been forged or procured through duress. In the eyes of the law no will exists. The decedent dies intestate.

Proponents’ argument is irrelevant and unconvincing that the guardian

ad litem

of the mentally incompetent (sole next of kin) should be denied judicial permission to test the validity of the questioned will on the ground that the ward is amply provided for in that document; also that if the will is set aside and the ward inherits the estate absolutely and in fee simple, nevertheless, the ward will be unable to use any more of the funds than he has already had the use of under the questioned will. It is argued that the expense of a will contest might deplete the estate to the ward’s injury. It is also suggested that the contest is actually between the proponents and possible next of kin of the incompetent, hence, if the ward is protected for the period of his life, the court should withhold permission to institute a will contest.

No court overlooks or condones fraud. Expediency is no inducement for such action. If this will

toas

fraudulently obtained and therefore void, the ward is the absolute owner of the whole estate.

A court charged with the care and supervision of the estate of an incompetent•, or any one under legal disability, will not permit the giving away or relinquishment of any part of the ward’s estate.

On the contrary, the law strikes down fraud wherever it is met and in whatever guise it appears, irrespective of who may lose or profit thereby.

*64

It is futile to argue that the expense connected with a will contest may jeopardize the care and maintenance of the incompetent. Under the terms of the questioned will the incompetent is entitled to have expended in his behalf all of the income and to consume any part or all of the principal at the discretion of Steffey, the executor and trustee, who takes one half of the estate in remainder. Should the will be sustained, the costs and expenses of the litigation will be paid out of the corpus of the estate — said to net approximately $140,000 — -for distribution. Such costs and expenses, however, must be approved by the court and must not be excessive. If, however, the will is set aside, the incompetent inherits the entire estate under the intestate law. The costs and expenses of the litigation will then probably be charged against the losing proponents of the will. In these circumstances, in the absence of an agreement between the litigants, an administrator

pendente lite

may be appointed, who, with leave of court, may advance, pending the litigation, the necessary funds for the incompetent’s maintenance and care.

If a well defined issue between the contestant and proponents is shown to exist concerning the validity of the questioned will, judicial permission must be granted to the guardian

dd Utem

of the incompetent contestant to institute a will contest and to require an issue

devisavit vel non

to be awarded and to prosecute the contest to its final conclusion.

For these reasons I concur in the opinion.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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