In re Bradford's Will
Opinion of the Court
The following opinion was delivered by
There are many points of resemblance between proceedings for the probate of wills as they exist in the English Ecclesiastical Courts, and those prescribed by the statutes and usages of Pennsylvania.
The probate (prolationum receptio) in common form of the Ecclesiastical Courts, is like to the ex parte probate granted by our Registers on the production of a testamentary paper, and the examination of the witnesses adduced by the party propounding it to prove its due execution.
The ecclesiastical probate in solemn form is a proceeding in which all parties, who would have represented the alleged testator had he died intestate, are made parties to the suit, and the probate is granted or refused after a full investigation of all the allegations of fact or law urged for or against a decree giving validity to the will. This
The peculiarity of our system is the right of trial by jury given to the party contesting a testamentary writing. This right of trial by jury is given as well on the occasion of the propounding of the will for probate to the Register, who is with us the tribunal of the first instance; as■ when on appeal the controversy reaches the Register’s Court, which is the immediate revisory tribunal of the judicial acts of the Register. But the right to claim a trial by jury is not precise and identical, as to the time and manner of claiming it, in the two forums. The fact of this difference is apparent from the perusal of the 13th and 41st sections of the “ Act relating to Registers and Registers’ Courts.” The reason of the diversity also seems manifest. The 13th section declares that “ Whenever a caveat shall be entered against the admission of any testamentary writing to probate, and the person entering the same shall allege, as the ground thereof, any matter of fact touching the validity of such writing, it shall be lawful for the Register, at the request of any party interested, to issue a precept to the Common Pleas, directing an issue to be formed on said fact or facts.” The words “ shall be lawful,” in this section, according to well settled rules for the construction of statutes, give the party claiming the issue the absolute right to it, and leaves no discretion in the Register: 6 Bac. Abr. 379; Salk. 609; Com. Dig. vol. 5, 330, Parl.
The allegation of the existence of matters of fact touching the validity of the supposed testamentary paper, and the claim of an issue for the trial of such alleged facts by jury, arrest the further functions of the Register until such facts are determined by the trial. In other words, it transfers the contestation of the factum of the will, the decision of the facts involved in the probate in solemn form, from the Register to a jury acting under the supervision of a court of law.
When, however, the parties to any proceeding before the Register do not think fit to demand an issue from him, but abide by his decision, which is removed to this Court by appeal, a different system for the obtaining of a trial by jury is marked out; one more analogous to the ordinary course of judicial proceedings, where a Court requires the aid of a jury in determining on litigated facts. “Whenever,” says the 41st section of the act, “a dispute upon a
The “ dispute as to facts” must arise when the case is on hearing before the Court. This is the time for claiming the issue, and the time when the Court is to judge whether there are truly any facts in dispute; and whether, if so, they are at all material to a just determination of the question before the Court. What a party may choose to call disputed facts, may, if the Court proceeds, never appear in proof, or may be wholly immaterial and irrelevant to the question before the Court. If we construe this law to mean that when, on the hearing of any cause before a Register’s Court, there actually arise disputed facts, material to the very question involved in the controversy, the Court must award an issue at the request of either party for a trial by jury; we accord all the rights given by the law to the one party, without doing injustice to the other. .But if we the construction of the appellees, and holdj that, before
Issues directed by courts of law and equity are familiar things with us. But this is the first time in which it has been suggested, that any court would invoke the aid of a jury to assist them in the decision of material controverted facts, until the actual existence of such controverted facts was first shown to them by other evidence than the mere allegation of a party. To enable them to award the issue, the Court must know the precise point of dispute, and that can only be known from the evidence laid before them, or at least by an affidavit of the party asking the issue, setting forth with clearness and precision a state of facts, irreconcilable with those alleged by his opponent.
It may be said, that, in the case of the Register taking probate of a will, the mere request of a party in interest may withdraw the decision from him and transfer it to a court and jury, and all the inconvenience deprecated by us must follow. To this it is replied: first, that the Act of Assembly is so express in this case, that no room for any construction against its express words exists. Second, that the 18th section of the Act refers only to testamentary causes,
The present state of the controversy is this : The Register having refused to take probate of the will of Thomas Bradford, dated March 12,1821, on the distinct ground that said will was revoked by a later will dated in 1835, we have reversed his decree and determined that probate of the prior will ought to be granted. By the 39th section of the Act “relating to Registers and Registers’ Courts,” we may and shall do all such judicial acts on matters lawfully brought before us, as belong, andhf right ought to belong to the office of Register. We, therefore, take up the case at the point the Register left it, and being of opinion that probate of the will of 1821 was illegally refused by him, we will proceed to do what he ought to have done, and take the probate. Before decreeing for the validity of the paper, we will hear all proofs and allegations that either party may interpose for or against such a decree. If, during the contestation, material disputed facts arise, and either party requires an issue for the decision of such facts by a jury, we will award it. But in the present state of the proceedings, before we have moved in the cause, we regard the requisition for an issue premature and inadmissible.
The form, too, in which it is asked, seems too vague and imprecise, even if otherwise admissible. Issue refused.
Concurring Opinion
The following opinion was delivered by
I concur entirely in the opinion just delivered by Judge King, and I think, on another ground, the issue now requested, and in the form applied for, cannot be granted; and it necessarily springs from the principles laid down in the opinion of the President Judge.
If an issue to the Common Pleas is not to be directed, unless facts, proper for the determination of a jury, are before the Register’s Court, then I conceive, in this application, no fact has been alleged by the counsel for the heirs, which would, according to the Act of Assembly, that controls the action of this Court, justify us in directing such issue to the Common Pleas.
The 13th section of the Act of 15th March, 1832, expressly declares, that, “whenever a caveat shall be entered against the admission of any testamentary writing to probate, and the person entering the same shall allege, as the ground thereof, any matter of fact touching the validity of such writing, it shall be lawful for the Register, at the request of any person interested, to issue a precept to the Common Pleas, &c., directing an issue to be formed upon said fact or facts,” &c. The section then proceeds and gives the form of the precept, and therein requires that the matters of fact objected, shall be embodied in the precept. This form of precept further restrains the proceedings of the Court of Common Pleas, to the merits of the controversy between the said parties, and such others as shall be brought in.
The 41st section provides that whenever a dispute upon a matter of fact arises before any Register’s Court, the said Court shall, at the request of either, direct a precept to the Court of Common Pleas, &c., in the form hereinbefore prescribed for the direction of Registers, changing such facts thereof as should be changed, according to the circumstances of the case, &e. Hence it is clear that the substance of the precept must be the same when directed from the Register’s Court, as it would be if directed by the Register; and must be based on a similar controversy between the parties, to wit, a statement of facts on which the allegations of the party against the validity of the will are grounded.
Prom a fair reading of the 13th section of said Act, when any one enters a caveat against admitting a will to probate, he must state some fact on which it is founded; that he cannot rest on mere allegation or assertion ; that the paper is not the last will of the deceased, when it appears on its face to be signed by the testator ; he must state some fact on which he grounds such allegation. If the objector entertains the opinion that the testator was insane at the time of the apparent execution of it, he is bound to state that as a fact on which to demand the precept to the Common Pleas, before the Register can issue the same. If the allegation before the Register is that the paper writing is not the last will
I do not at present say, that all the facts which may be alleged against the validity of a will should be stated before the Register, in order that a precept could issue; or that no others than those stated in the caveat could be introduced into the declaration after the case was entered in the Common Pleas; the present inclination of my mind is that other facts could be alleged in the pleadings, by heirs and relations, who are brought in by process from that Court; but whether the party who entered the caveat would be permitted by the Common Pleas to allege additional facts after the cause was entered in that Court, I will not now determine; but I am clearly of the opinion, unless some fact is stated in writing before the Register as the ground for the caveat, he has no right to issue his precept; and unless the precept to the Common Pleas contained the assertion of some fact on which the objection to the will was grounded, the Court of Common Pleas would dismiss the case from their record, for the plain reason that it had been improvidently granted by the Register, without there being any matter of fact therein stated as the ground of the controversy between the parties, on which any objection could be founded.
This construction seems to me to be in accordance with every system of judicial proceedings. PTo assertion is ever regarded in a court of justice, unless founded on some alleged fact. In tribunals,
Is there anything stated in the paper before us, presented by the counsel for James Bradford and others, which will justify this Court in granting the issue now requested ?
In my opinion there is no fact stated in that paper to be submitted to a jury,- or given with that clearness which would admonish the executor what he should prepare to meet, or inform the Common Pleas what particular fact they must try.
The first assertion made by the counsel for James Bradford is, that the paper was never made, executed, published, or declared by the deceased as his last will. Such language is nothing more than the bare asseveration: “ This is not the last will and testament of the deceased.” .On what ground is this allegation made ? If on its face it appears to be the will of the deceased — is signed by him, or signed and sealed by him as now required, and proved by two witnesses, why is not this his will ? No matter appearing on the face of the paper, or stated by the witnesses, disputes the conclusion, that the paper writing is what it purports to be. How then must the controversy begin ? Surely by those who dispute its validity, alleging some fact against the paper writing. That has not as yet been done in this case.
The third ground is, that the deceased made a will in 1885, revoking the paper now offered for probate. This point has already been decided by the Court on the papers before us, and, of course, there is no fact to be laid before a jury.
The fourth ground on which the issue is requested, is, that ‘ ‘ it is not in law or in fact the last will of the deceased.” The question of law the Register’s Court are bound to decide. No question of fact is alleged or stated, to be submitted to a jury; of course, there is no issue in fact to be sent to the Common Pleas to be laid before them. Perhaps, had the learned counsel stated any fact on which they wished the opinion of a jury, it might be conceded by the counsel who seek to sustain the will, and then all controversy would be ended. Till that statement is made and denied, why should we direct an issue ?
I think these are additional, and to my mind conclusive reasons, why the present request for an issue to the Common Pleas should be refused by this Court. And, therefore, the application as thus presented is now denied.
After a final hearing, the following opinion of the Court was delivered by
Thomas Bradford, by a will, in which he describes himself as seventy-five years of age, made a disposition of his estate, real and personal. This will is signed by the testator There are two codicils annexed to it, one dated March 12th, 1821,
The judgment of the Court of the last resort settles the question, that the legal effect of the will of 1835 made it but a will of the personalty. This was ascertained by the Court to be the intention of the testator, as far as could be collected from the expressions used by him in conveying such intention — construing those expressions according to settled rules of law. For all practical purposes, the will of 1835 must therefore be regarded as if it had in so many words expressed its object to be confined to the personal estate of the testator. For it would be a strange course of reasoning, to say that it contains no apt words to pass real estate to the devisees named in it, and yet that those very words would operate to revoke a former will, by the implication arising from the inconsistency of the bequests of the realty in the different wills. There being no express clause of revocation in the will of 1835, its provisions can
To make a subsequent revoke a prior will, the former must either expressly revoke the latter, or the two must be incapable of standing together. If a subsequent testamentary paper be but partially inconsistent with one of earlier date,-and contains no express clause of revocation, then that which is later will revoke the prior as to those parts only which are inconsistent: Conrad v. Marshall, Cro. Eliz. 721. It is upon this principle that it has been held, that a subsequent will is no revocation of a former, unless the contents are known; it not being presumed from the mere circumstance of another will having been made, that it revoked a former: Kitchens v. Bassett, 2 Salk. 592. And although a later will be expressly found by a special verdict, yet, if it be also found that it is not known in what the difference consisted, it will not be a revocation of the first: Goodright v. Harwood, Cowp. 87; 7 Bro. Parl. Ca. 344. The doctrine in the Ecclesiastical Courts as to revocations pro tanto, is to the same effect: Carstairs v. Pottle, 2 Phil. 30. Roberts, in his Treatise on Wills, vol. 1, 239, thus sums up the doctrine eliminated from a review of the decided cases on this point: “ The settled law, therefore, is that a will is not revoked but by necessary implication, so that, where the subsequent will or posterior act is consistent with a prior will, or with any part of it, such prior will remains valid in part or in all, according to the extent to which the dispositions of the party can be effectuated without contradiction or discordancy.” Now the contradiction or discordancy between two wills, one of which operates on both realty and personalty, and a latter one only on personalty, is confined solely to the dispositions of the personalty; and to that extent, and no further, is the later a revocation of the former by legal implication. I speak not now of express revocations. Where they exist in wills, they of course nullify former dispositions, whether the will in which such revocation exists, is partial or universal in its application to the estate of the testator.
It is true that revocation is a question of intention. But such intention is to be adequately manifested in the will itself, as must all other expressions of testamentary intention. If the revocation is express, there is no room for any question as to intention; where, however, it is inferential and the result of legal implication, the predicate from which the inference is evolved, must be found in the instrument itself. If the last will is silent as to any intent to revoke a former testament, and there is only a partial contrariety in the
There is a class of cases in which it has been held that an instrumental act of a testator not a will, inconsistent with the dispositions of his prior will, even though such an act be inoperative for want of certain legal requisites to its validity, will effect a revocation, being respected as indications of intention, though specifically inoperative. Thus, imperfect conveyances by a deed of feoffment without livery of seisin, and by a deed of bargain and sale of the freehold, without enrolment, are nevertheless effectual revocations: Viner’s Abr. tit. Dev. (P.) pl. 6; Sparrow v. Hardcastle, 3 Atkyns, 803; Shore v. Parke, 5 T. R. 124; Hicks v. Moore, Ambler, 215; Beard v. Beard, 3 Atk. 72.
So if a will devising land be executed and attested, so as to have an existence as a will, though from circumstances extrinsic it be rendered void, it may still effect a revocation: Roper v. Radcliffe, 1 Bro. C. C. 450; 2 Eq. Cas. Abr. 771, pl. 9; Ellis v. Smith, 1 Ves. Jr. 17. In Sparrow v. Hardcastle, best reported in 7 Durnf. and East, 412, Lord Hardwicke declares an imperfect conveyance to be a revocation, because it imports an intention of altering the condition of the estate.” It affords an indication to do that, which by a positive rule of law is an act of revocation. Butin all cases of this kind,
The objection that the will of 1821 is inefficacious, because not signed by the testator at the end thereof, admits of two answers. First, being a will executed before the Act of the 8th April, 1833, the legality of its execution must be judged of by the law as it was when it was executed, and not as it was at the death of the testator: Mullin v. Kelly, 5 Watts, 399. In the second place, the will and first codicil are both signed by the testator at the end thereof, the last codicil being alone unsigned. If the objection possessed any force, it would exclusively apply to that.
The question whether the Register can or cannot admit to probate a will passing only lands, is not the true point of this case; although, seeing lands are assets applicable to the payment of debts, it would seem he could and ought. The question here is, whether one of several testamentary papers, forming in the aggregate the entire will of a testator, can be admitted to probate, after one of these papers has been in the first instance propounded and admitted to probate as his will ? And of the affirmative of this, can a doubt be entertained? Suppose by one paper, a testator bequeaths one part of his personalty; by a second another part, by a third another; by a fourth he devises one part of his real estate, and by a fifth another. Do not all these papers together form his will? If presented together, would not they be entitled to probate as such? Any number of testamentary papers, whatever may be their relative date, or in whatever form they may be (so that they are all clearly testamentary papers), may be admitted to probate, as altogether containing the will of the deceased: Williams
Nor do we deem it necessary, as has been insisted, to revoke the letters granted on the will of 1835, preparatory to the admitting the will of 1821 to probate, as composing with the former the entire testament of the decedent. The will of 1835 is not only effective as to personal estate, but is equally so as to the appointment of executors ; and revokes the appointment of those named in the will of 1821. If, therefore, the letters testamentary granted on the will of. 1835 should now be revoked, preparatory to the admission of that of 1821 to probate, they must again be issued to the same parties. A revocation of the original letters would be nugatory certainly, and we think it not legally required. The paper now admitted to probate is but an addition to that on which the letters were granted, rendering that complete which was before imperfect. It may impose additional duties on the executors, but it does not otherwise interfere with their functions, which are derived from a testamentary paper, posterior in execution to the paper now admitted to probate, viz. the will of 1835.
The probate of this Court decides merely on the factum of the instrument. The effect of the probate; how far it concludes, or does not conclude other tribunals, is for those Courts to determine, when questions, involving the legal effect of such probate, are presented to them: Smith v. Bonsall, 5 Rawle, 80. All we decide is, that the paper writing called the will of 1821 ought to be admitted to probate as part and parcel of the testament of Thomas Bradford, deceased, forming, with the paper writing called the will of 1835, the final testamentary dispositions, by the decedent, of his estate, real and personal.
Decree of the Register reversed, and probate of the will of 1821 granted.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.