Axe Estate

34 Pa. D. & C.2d 625, 1964 Pa. Dist. & Cnty. Dec. LEXIS 179
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedFebruary 3, 1964
Docketno. 2518
StatusPublished

This text of 34 Pa. D. & C.2d 625 (Axe Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Axe Estate, 34 Pa. D. & C.2d 625, 1964 Pa. Dist. & Cnty. Dec. LEXIS 179 (Pa. Super. Ct. 1964).

Opinion

Shoyer, J.,

This is a proceeding under the Act of 1955, enacted February 28, 1956, P. L. [1955] 1154, as reenacted and amended by the Act of July 11, 1957, P. L. 794, known as the Incompetents’ Estates Act of 1955. Pursuant to the statutory provisions, Lillian Axe Sporkin filed her petition with this court to have her father, Burney Axe, declared an incompetent and a guardian of his estate appointed, alleging that “because of mental infirmities of old age and mental deficiency [he] is unable to manage his property and is liable to dissipate it or become the victim of designing persons.” The respondent is approximately 92 years of age and a widower, his wife having died on December 10, 1962. By her he had five children, three sons and two daughters. While Burney Axe alone is named as the respondent, this proceeding is actually an attempt by Lillian, who is married to a lawyer, Harry D. Sporkin, Esq., to make certain that her father will divide his estate equally among his five children and not favor her brothers. This intention is admitted by Lillian’s counsel in his brief and is substantiated by the litigation that has ensued since respondent became a widower. Thus, within a month or two after his wife’s death, a habeas corpus petition was filed in the County Court of Philadelphia under no. 233951, with both daughters as relators, charging that Burton Axe and Lester Axe, two of the sons, were [627]*627preventing their sisters from seeing their father and keeping him virtually a prisoner. Following a hearing before Judge DiNubile on February 13, 1963, at which Burney . Axe testified that he loved all his children equally and would make his own decision as to where he wished to live, the matter was continued generally.

The evidence before this court shows that Mr. Axe bought premises 737 W. Allens Lane, Philadelphia, as a home for his wife, himself and such children as were then living at home. Burton and Milton live on each side of this home; one in a house which the father bought for him, the other in a home which his father caused to be built at a cost of $26,000 to $28,000. In the rear of the mansion house is a cottage and garage where Lillian and her husband live. Respondent spent $40,000 to $50,000 to renovate this building as a home for Lillian at her request as a marriage present. Milton, the third son, lives in New York. In September 1963, shortly before commencement of the instant proceedings, Mrs. Sporkin, without the approval of her father, filed a petition for letters of administration on the estate of respondent’s wife, Jennie Axe. Subsequently, on October 2, 1963, a hearing on the petition for letters of administration was had before the Register of Wills of Philadelphia. That matter remains undecided and no further steps have been taken to push it. The hearing judge is informed that additional litigation is pending between the brothers and sisters in both Philadelphia and New Jersey.

The Act of 1955, like its predecessors, has been characterized as a dangerous statute easily capable of abuse. Thus in Myers Estate, 395 Pa. 459, 462, our Supreme Court said:

“In reviewing the propriety of the action of the court below, we must bear in mind that this statute— as every other statute of like nature — which empowers a court to declare an individual mentally incompetent [628]*628and to place such individual’s business affairs in the hands of another for management and care is ‘a dangerous statute easily capable of abuse .. : Hoffman’s Estate, 209 Pa. 357, 359, 58 A. 665; Bryden’s Estate, 211 Pa. 633, 636, 61 A. 250; Denner v. Beyer, 352 Pa. 386, 388, 42 A. 2d 747; Ryman’s Case, 139 Pa. Superior Ct. 212, 223, 11 A. 2d 677; Owens Appeal, 167 Pa. Superior Ct. 10, 12, 74 A. 2d 705; Nagy Appeal, 169 Pa. Superior Ct. 388, 390, 82 A. 2d 591. Mental capacity and competency are to be presumed and. before any person shall be deprived of the right to handle his or her own property and manage his or her affairs there must be clear and convincing proof of mental incompetency and such proof must be 'preponderating: [citing cases].”

The truth of this characterization of these statutes by our appellate courts is evidenced by the numerous instances where children have brought proceedings against an elderly surviving parent in order to compel distribution of the latter’s property in accordance with the Intestate Laws rather than the desires of the parent. Starting with Bryden’s Estate, 211 Pa. 633, in 1905, there followed In re Brinton, 86 Pa. Superior Ct. 194, Owens Appeal, 167 Pa. Superior Ct. 10, and Nagy Appeal, 169 Pa. Superior Ct. 388, which are all instances of this sort. In Denner v. Beyer, 352 Pa. 386, 388, a proceeding brought by a sister against respondent who had been recently widowed, our Supreme Court said: “The record gives the impression that the motive for the petition was not so much to conserve the respondent’s property as to channel its inheritance to the next of kin.”

The essence of a proceeding under the Act of 1955 is the mental competency of the respondent at the time of the hearing. The litigation is not an action at law: Ryman’s Case, 139 Pa. Superior Ct. 212, 218, yet counsel in the stress and heat of the underlying contest [629]*629of sisters against brothers have lost sight of this fact. Counsel for respondent, rather than enter into a full hearing after petitioner rested, moved to dismiss the petition on the ground that petitioner had failed to prove a prima facie case, and this despite the fact that the testimony of respondent had been taken early in the proceeding in the judge’s chambers in the presence of both counsel and the court reporter, other persons being excluded. This, of course, raised the issue of whether respondent was testifying as a witness for either side, or should be considered by the court as in some other category. Counsel for petitioner quickly followed this motion to dismiss by request for leave of court to withdraw his petition and discontinue the proceeding.

It should be noted that prior to the first hearing, which was held on October 17, 1963, respondent was examined by Dr. Harry W. Cohen, a qualified psychiatrist, by agreement of counsel entered into at a conference in chambers. Dr. Cohen’s name was suggested by the court because he has appeared as an expert witness on many occasions and testified in cases in which the Veterans Administration was concerned. Dr. Cohen is well experienced and thoroughly qualified to determine mental competency. He is also a lucid and convincing witness. The examination by Dr. Cohen was in in the nature of a reference to an impartial medical examiner. A formal rule providing for the appointment of impartial medical examiners was then under consideration by this court although not formally adopted until November 22,1963. It was contemplated that Dr. Cohen would appear to testify at the hearing. To save expense, respondent’s counsel did not call him. Written copies of his report were forwarded to the court and to counsel under date of October 15, 1963, but both counsel closed their cases without formal introduction of the report. From failure of petitioner’s counsel to [630]*630introduce the report (or, indeed, any medical evidence), the hearing judge is warranted in inferring that he considered the report as unfavorable to petitioner’s case: Hall v. Vanderpool, 156 Pa. 152, 155; Sigel Estate, 169 Pa. Superior Ct. 425, 429. Following Lillian’s request to discontinue, the hearing judge made the report a part of the record and waived the calling of Dr. Cohen as a witness. Dr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Owens Appeal
74 A.2d 705 (Superior Court of Pennsylvania, 1950)
Myers Estate
150 A.2d 525 (Supreme Court of Pennsylvania, 1959)
Sigel Estate
82 A.2d 309 (Superior Court of Pennsylvania, 1951)
Denner v. Beyer
42 A.2d 747 (Supreme Court of Pennsylvania, 1945)
In Re: Matter of Anna C. Brinton
86 Pa. Super. 194 (Superior Court of Pennsylvania, 1925)
Ryman's Case
11 A.2d 677 (Superior Court of Pennsylvania, 1939)
Hall v. Vanderpool
26 A. 1069 (Supreme Court of Pennsylvania, 1893)
Hoffman's Estate
58 A. 665 (Supreme Court of Pennsylvania, 1904)
Bryden's Estate
61 A. 250 (Supreme Court of Pennsylvania, 1905)
Nagy Appeal
82 A.2d 591 (Superior Court of Pennsylvania, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
34 Pa. D. & C.2d 625, 1964 Pa. Dist. & Cnty. Dec. LEXIS 179, Counsel Stack Legal Research, https://law.counselstack.com/opinion/axe-estate-paorphctphilad-1964.