Opinion by
Emmа Holtz, an 83 year old spinster and Perry County resident, died March 4, 1962. Subsequently,
President Judge Himes, sрecially presiding in the Orphans’ Court of Perry County, directed that a jury be impanelled to determine whether the instruments were genuine or forged. After a lengthy trial, the jury returned a verdict finding that the instruments were forged. After oral arguments of counsel and the submission of written briefs, President Judge Himes set aside the jury’s verdict and found that the instruments were genuine and not forged. A court en banc — consisting of three judges designated by this Court
At tbe outset, it is necеssary to inquire into tbe scope of review wbicb we entertain in determining tbe validity of this decree and sucb inquiry entails an evaluation of tbe effect of tbe jury verdict and tbe weight, if any, to be ascribed to sucb verdict.
Tbe practice and procedure in tbe case at bar is governed by tbe Act of July 14, 1961, P. L. 610, §1, 20 P.S. §2080.745. Prior to tbe passage of that statute, an Orphans’ Court bad tbe power to dispose of an appeal from tbe probate of a testamentary instrument in tbe following manner: (a) if tbe dispute of fact concerning tbe validity of tbe writing alleged to be testamentary was substantial, then tbe court was under a statutorily-mandated duty to award tbe parties a trial by jury and (b) if tbe dispute of faсt was not substantial, then tbe court could refuse a jury trial and either (1) sustain or (2) declare invalid tbe testamentary writing. See: Murray Will,
However, tbe Act of 1961, supra, has changed the law in this respect. Tbe statute now provides that: “(c) Will Contest and Other Matters. When a contest shall arise concerning tbe validity of a writing alleged to be testamentary . . ., tbe court, in its dis
By reason of the advisory status now accorded by the legislature to a jury verdict in a will contest, a chancellor is now free to accept or rejeсt, in whole or in part, the verdict of a jury. (Cf: Dettra Will,
Such wide power as the legislature has seen fit to invest in the chancellor, however, is subject to some limitations. It has long been well established that the findings of a chancellor, approved by a court en banc, are ordinarily controlling upon an appellate court. Nevertheless, the reviewing appellate court may reverse a decree based upon such findings if it аppears that the chancellor abused his discretion, if the findings lack record-evidentiary support or if the findings are predicated upon a capricious disbelief of the evidence: Dettra Will,
The appellant Board, giving full recognition to the advisory nature of a jury verdict, urges, however, that where the basic issue for determination rests upon the credibility of witnesses the jury verdict must be accorded “great weight”.
In an effort to ascertain whether the court below abused its discretion or capriciously disbelieved evidence and, particularly, whether the findings are supported by evidence of record, we have very carefully
A review of the evidence produсed on both sides or a recital of the testimony of the various witnesses can serve no useful purpose. The principal testimony produced by the will and codicils proponents was that of the subscribing witnessеs to all three instruments — the lawyer-scrivener and his secretary — who related the circumstances leading up to the preparation of the instruments and their execution and these witnesses testified that Emma Holtz еxecuted all three instruments in their presence. The appellant Board relied principally upon the testimony of two handwriting experts who stated that the instruments, in their opinion, were forged and not genuine.
Of particular significance was certain evidence produced by the appellant Board which eventually was not disputed by the proponents of the will and codicils: (a) that the December 18, 1947 will had been typed upon a typewriter which was not manufactured until 1957, ten years later; (b) that the codicils of July 24 and August 14, 1958, had been typed on a typewriter which was not owned by, or available to, the lawyer-scrivener until 1959; (c) that the paper upon which the December 18, 1947 will had bеen typed was not manufactured until July, 1956; (d) that the December
It is evident that the chаncellor chose to believe the testimony of the subscribing witnesses as to the authenticity of these three instruments and he placed upon their testimony the imprimatur of truthfulness. Whether we would have done so under thе circumstances is of no moment. We recently said in Mamallis v. Milbourne Borough,,
Decree affirmed. Estate to pay costs.
Notes
One Paul Balthouser, claiming to be Emma Holtz’ sole heir at law who would take in the event of аn intestacy, filed one appeal; the will proponents filed preliminary objections on the ground that Balthouser lacked standing to take the appeal; the court recognized that Balthouser had standing and dismissed the preliminary objections. The Board of World Missions of the Lutheran Church in America (the Board) — the present appellant who was named as a beneficiary under a prior will of Emma Holtz — filed the sеcond appeal alleging that the will and codicils had been examined by handwriting experts who advised that the instruments were not genuine because: (1) the instruments had been typed long after the dates set forth therеin; (2) the paper upon which the December 18, 1947 will was written, the ink in the purported signatures and the typewriter used in typing the will were not manufactured until after 1947; (3) the will and codicils, although dated on three separate dates, were drawn at the same time; (4) the typewriter which typed the codicils was not available at the dates the codicils were dated; (5) the signatures on the will and eodicils were not Emma Holtz’ signatures.
president Judges Himes, Sheely and Cherry.
Of. the lаnguage of Mr. Justice (later Chief Justice) StRrit in DeLaurentiis’s Estate,
It must be noted that Masciamtonio Will,
Appellant Board’s brief, p. 63.
While the chancellor made no findings specifically so designated, the opinion of the chancellor renders clear just what his findings were.
