Heffner Estate
Opinion of the Court
This petition requests an order directing the estate to advance $800 to defray the expense of producing one Mrs. Hanna F. Sulner, handwriting analyst, as a witness on behalf
This will contest is based on undue influence; the appeal from probate does not allege forgery. A substantial amount of testimony has been taken, and contestant’s case is complete, except for Mrs. Sulner if she appears. Both subscribing witnesses to the will have testified that decedent signed her name unassisted. In addition, a third witness, who had witnessed a prior will of decedent, authenticated the signature in question.
From additional information furnished the court, it appears that Mrs. Sulner’s testimony would be offered not only with reference to the actual validity of the signature, but also, assuming its validity were established, to the effect that irrationality, mental stress, delusion or other aspects of undue influence or lack of testamentary capacity may often be determined from signatures.
Section 761 of the Orphans’ Court Act of August 10, 1951, P. L. 1163, sec. 761, 20 PS §2080.761, deals with costs in this court, and provides as follows:
“The allowance and allocation of costs incident to proceedings before the court . . . shall be as now or hereafter provided by law, and in the absence thereof, as fixed by the court by general rule or special order”.
Since we now have general power not only to allocate but also to allow costs, it is a fair inference that the many rulings prior to 1951, restricting the court’s
“Nothing herein contained shall affect the right of a witness who gives expert testimony to receive additional per diem compensation therefor not taxable as costs, . . .”
It follows that our powers are “provided by law” within the meaning of the Orphans’ Court Act, and that we may not tax the fees of an expert witness as costs. See also Coffin Estate, 16 Fiduc. Rep. 627, 632 (O. C. Bucks Co., 1965).
We note also that the present application appears premature. Assuming that, in a reasonable exercise of discretion, this court, especially if contestant is successful, might charge the expenses of this proceeding to the estate and that such expenses would include the present fee in question even though it could not be regarded as a legal “cost”, such issues are properly presented at the end of a proceeding. At that point, all of the equities surrounding the application can be known to the court. In the present posture of the matter, it would be a highly questionable exercise of discretion to require the estate to pay any expenses of a will contest.
In other jurisdictions, as outlined in contestant’s memorandum of law, unsuccessful contestants have on occasion been awarded their costs from the estate. Our attention has been especially directed to In re Caruso, 18 N. J. 26, 112 A. 2d 532 (1955), where, at the end of a will contest in which contestant was un
Finally, the petition must fall on its merits. The appeal from probate alleges undue influence, not forgery. To the extent that the expert witness would, or could, testify as to impairment of decedent’s mental faculties as revealed by her signature, such testimony might be germane. However, Mrs. Sulner has already stated that in her opinion the signature on the will is not that of Sarah S. Heffner, and obviously she could draw no conclusions whatever concerning the mental condition of decedent if this is so.
And now, February 27, 1968, the petition is dismissed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.