Becker v. Montgomery

451 A.2d 1029, 305 Pa. Super. 582, 1982 Pa. Super. LEXIS 5494
CourtSuperior Court of Pennsylvania
DecidedOctober 22, 1982
DocketNo. 820
StatusPublished
Cited by1 cases

This text of 451 A.2d 1029 (Becker v. Montgomery) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Becker v. Montgomery, 451 A.2d 1029, 305 Pa. Super. 582, 1982 Pa. Super. LEXIS 5494 (Pa. Ct. App. 1982).

Opinion

HESTER, Judge:

Appellant, Paul F. Becker, has appealed the order of a Court en banc of the Court of Common Pleas of Blair County, dated June 1, 1981, which dismissed his exceptions to, and otherwise affirmed and sustained, the adjudication [584]*584and decree nisi of the late Honorable Robert B. Campbell, former President Judge, dated November 9, 1979.

On November 24, 1976, appellant filed an action in equity requesting specific performance of an agreement of sale of real property, dated May 22, 1972.1

The parcel of real estate at issue was owned by Edward Fuchs, who died testate on March 26,1960. Appellee Marian Fuchs Montgomery, also known as Marian Montgomery Trexler (Trexler), was the daughter of said Edward Fuchs and was appointed the Executrix of his Estate pursuant to the terms of his Last Will and Testament. However, letters testamentary were not issued to her until the Will was probated on November 12, 1976, sixteen years after his death.

The agreement of sale, dated May 22,1972, concerning the subject property, which consists of approximately 200 acres, was executed by Becker and Trexler.2 The agreement was also signed by Harry Deem of the J.W.- Hubler Agency, as the real estate broker and “agent for owner and party of the first part.” The agreement provided for a total sales price of $12,000, with settlement to be made on or before July 1, 1972. Becker paid an earnest money deposit of $400.00 at the execution of the agreement.

Apparently, during the years 1972 through 1976, Becker made various attempts to accomplish the closing of the transaction. Trexler consistently refused to deliver a deed or to probate her father’s will. She stated that the other heirs refused to approve the sale for $12,000.00. However, Trexler subsequently listed the same parcel of real estate with another real estate agency in 1975. On September 13, 1976, she entered into a second agreement of sale for the same parcel with a third party for a purchase price of [585]*585$67,000. Pursuant to the terms of this second agreement of sale, on November 19, 1976, (“seven days following the probate of the Will of Edward Fuchs”) Trexler executed a deed conveying title to said third party. That deed is currently being held in escrow, pending the outcome of these proceedings.3

Appellant has raised numerous issues on appeal.4 However, due to our decision in this matter, we will address but one issue, to-wit: Is an agreement for the sale of the real estate of a decedent binding and enforceable against the decedent’s estate if it is executed by the executrix of the estate prior to the probate of the will and the formal issuance of letters testamentary?

Concerning this issue, appellant argues that, pursuant to Section 3155(a) of the Probate, Estates and Fiduciaries Code, Act of June 30,1972, P.L. 508 1164, as amended, 20 Pa.C.S.A. Section 3155(a) “[ljetters testamentary shall be granted by the Register to the executor designated in the will, whether or not he has declined a trust under the will.” Appellant argues that, as a result of the word “shall,” the granting of letters testamentary to the designated executor is a mandatory or ministerial act, and not a discretionary act, for the Register. Accordingly, appellant contends that the formal granting of letters testamentary should “relate back” so as to ratify or validate prior acts of the executrix.

Both parties cite McGuire v. Erie Lackawanna Railway Company, 253 Pa.Super. 531, 385 A.2d 466 (1978), in support of their positions. Prior to McGuire, the “relation back” [586]*586doctrine had been applied to situations wherein the relating back of an executor’s authority would “benefit” the estate. Lovejoy v. Georgeff, 224 Pa.Super. 206, 303 A.2d 501 (1973). In McGuire, this Court concluded that a better test was “. .. whether in all circumstances ‘relation back’ will achieve a just result.” McGuire, supra, 253 Pa.Super. at 535, 385 A.2d at 468.

“McGuire was cited with approval by our Supreme Court in Estate of Gasbarini v. Medical Center of Beaver County, Inc., 487 Pa. 266, 409 A.2d 343 (1979), where it was held that the doctrine should be applied to factual circumstances ‘on all fours’ with those in McGuire. And, as one would expect, McGuire was also followed in D’Orazio v. Locust Lake Village, Inc., 267 Pa.Super. 124, 406 A.2d 550 (1979), another case almost factually identical to McGuire.” Wilkes-Barre General Hospital v. Lesho, 62 Pa.Cmwlth. 222, 226, 435 A.2d 1340, 1342 (1981).

However, we find that McGuire, supra, and its progeny, are distinguishable from the instant case. These cases all concern the circumstances by which an estate may sue or be sued, prior to the formal appointment of an administrator. In all of these cases, the decedent died intestate. In McGuire, supra, Judge Spaeth, who formulated the “just result” test, distinguished that case from Lovejoy, supra, since, in Lovejoy, “. . . when the complaint was filed, the identity of the administrator was uncertain; . . . . ” 253 Pa.Super. at 537, 385 A.2d at 469. Judge Spaeth concluded that this type of “instability” was not present in McGuire, due to the fact that the administrator had paid the filing fee for the issuance of letters of administration, prior to his filing of a complaint, in his capacity as administrator of his daughter’s estate and prior to the expiration of the applicable statute of limitation. The only remaining act, the posting of bond, was accomplished approximately three weeks later. Therefore, Judge Spaeth concluded that the posting of the bond, which legally finalized the administrator’s ap[587]*587pointment, “related back” so as to validate the prior filing of suit by the administrator prior the expiration of the statute of limitations.

The instant case is basically distinguishable from McGuire and other cases involving a decedent who has died intestate, since the decedent’s will specifically appoints Trexler as executrix.

Therefore, we hold that the granting of letters testamentary to an executrix who has been specifically appointed in a will relates back so as to validate somé acts previously performed by the executrix. However, the question thus becomes, what type of acts are so validated?

In support of his position, appellant cites Beckman v. Owens, 135 Pa.Super. 404, 408, 5 A.2d 626, 627 (1939), in which this Court held:

“. . . [A]n executor ‘derives his authority to act from the will. The granting of the letters testamentary by the Register of Wills is a pro forma act, to give effect to the will of the testator.’ .. . ‘[PJarties, upon whom is a necessity of present action,

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Bluebook (online)
451 A.2d 1029, 305 Pa. Super. 582, 1982 Pa. Super. LEXIS 5494, Counsel Stack Legal Research, https://law.counselstack.com/opinion/becker-v-montgomery-pasuperct-1982.