Beichner Estate

247 A.2d 779, 432 Pa. 150, 1968 Pa. LEXIS 500
CourtSupreme Court of Pennsylvania
DecidedNovember 12, 1968
DocketAppeal, 219
StatusPublished
Cited by21 cases

This text of 247 A.2d 779 (Beichner Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beichner Estate, 247 A.2d 779, 432 Pa. 150, 1968 Pa. LEXIS 500 (Pa. 1968).

Opinion

Opinion by

Mr. Justice Jones,

This appeal challenges the propriety of a decree of the Orphans’ Oourt of Beaver County removing an executrix of an estate and revoking letters testamentary granted to her.

William H. Beichner, a resident of Beaver County, died testate on September 21, 1967. Surviving Beichner were four daughters by a first marriage and Millie Beichner, his wife by a second marriage.

Beichner’s will—dated May 29, 1967—provided: first, for payment of debts, last illness and funeral expenses; second, a specific devise of his realty, located at 2103 Eighth Street, Patterson Township, Beaver County, and all furniture therein to Mrs. Beichner; 1 third, the residuary estate is given to Beichner’s four daughters; fourth, a direction that all taxes be paid out “of the principal of [his] general estate” as if such taxes were expenses of administration, fifth, the appointment of two of his daughters—Amanda Groom and Joan Larson—as executrices of the estate.

On October 13, 1967, Beichner’s will was probated and letters testamentary issued to the named executrices. On May 2, 1968, Mrs. Beichner petitioned the Orphans’ Court of Beaver County for the removal of both Mrs. Groom and Mrs. Larson as executrices and the appointment of a corporate administrator in their stead. Her petition averred, inter alia: (a) that the executrices had not filed an inventory or a statement of debts and deductions and had not paid the transfer *153 inheritance tax; (b) that the claims against the estate, to petitioner’s knowledge, amount to approximately $5500 included in which are estimated fees for the executrices and attorneys of $1297 which it is claimed are excessive; (c) that executrices contracted an excessive funeral bill of $1,938.70; (d) that Beichner had told petitioner that he had a life insurance policy, wherein the named beneficiary was Mrs. Larson, earmarked for payment of funeral expenses which Mrs. Larson had agreed to pay out of the proceeds of the policy but which she now refuses to pay, contending the insurance proceeds were a gift from decedent; (e) that Mrs. Larson, a registered nurse, has presented two claims against the estate, one for $2,470 for private duty nursing plus medication and the other for $100 for injections for the petitioner, which claims “are with the cooperation of” Mrs. Groom; (f) that the executrices have charged petitioner with concealing and disposing of estate assets and have disclosed “a fixed enmity toward her”; (g) that an “unfriendly feeling exists between the [executrices] and [Mrs. Beichner] through no fault of” [the petitioner].

Upon issuance by the court of a citation on the executrices to show cause why they should not be removed from office, Mrs. Groom filed an answer wherein she averred, inter alia: (a) that no inventory had been filed because she had been unable to ascertain from petitioner the whereabouts of certain of Beichner’s personal assets and filing of a statement of debts and deductions had been delayed in the hope petitioner would amicably disclose certain personal assets; (b) that the estimated fees for the executrices and attorney were not excessive; (c) that the funeral bill was not excessive and, moreover, petitioner, present when funeral arrangements were made, did not render any objection; (d) that, upon Mrs. Larson presenting *154 claims against the estate, she was advised her interest was adverse to the estate and Mrs. Larson then agreed to withdraw as executrix, has since employed her own counsel and that her claims will be adjudicated by the court at the time of audit; (e) that she has endeavored to require disclosure by the petitioner of personal assets of Beichner but petitioner has refused to account for the items claimed to be “concealed or disposed of” by petitioner; (f) that she admits “the existence of animosity and ill feeling between the natural children of [Beichner] and their stepmother” but she has attempted to minimize such animosity; (g) that the primary estate problem has been the disposition of the realty and that she had agreed with the Patterson Township Joint School District, under threat of condemnation proceedings, on a price for such realty and to that end has had an executrix’ deed prepared which is now in the hands of petitioner’s counsel. Mrs. Groom thereafter filed a supplemental answer setting forth that Mrs. Grooms’ counsel had now received the executor’s deed and an agreement had been concluded providing for handling the proceeds of the real estate sale pending the decree of distribution thereof by the court and that arrangements had now been made for her to enter the premises occupied by petitioner to take an inventory of the personal assets and furniture therein.

While the record does not show that Mrs. Larson, the co-executrix, actually withdrew as a co-executrix of this estate, the fact is that she failed to file an answer to the citation for her removal and has not taken an appeal from the decree directing her removal as an executrix of this estate. Therefore, the propriety of her removal and any conflict of interests on Mrs. Larson’s part are not before the Court.

*155 A motion for judgment on the pleadings having been filed by Mrs. Beichner, the court below, without a hearing and solely on the pleadings, directed the removal not only of Mrs. Larson but Mrs. Groom. From our reading of the opinion of the court below, the removal of Mrs. Groom was directed simply because of her admission that animosity existed between herself and Mrs. Beichner. In so ruling, we are of the opinion the court committed error.

We start out with the fact that Mr. Beichner, then married and living with the petitioner, in his last will chose his two daughters, Mrs. Groom and Mrs. Larson, as the persons in whom he reposed full trust and confidence for the proper management of his estate and for the fulfillment of his testamentary directions. These personal representatives were not selected by the Register of Wills but by the testator himself. In Matheus’ Estate, 322 Pa. 358, 185 A. 768 (1936), this Court said: “A testator has, as a property right, the privilege and power to place the management of his estate in a selected person as a condition of his bounty.” (p. 359). See also: Neafie’s Estate, 199 Pa. 307, 310-313, 49 A. 129 (1901); Glessner’s Estate, 343 Pa. 370, 373, 374, 22 A. 2d 701 (1941); Corr Estate, 358 Pa. 591, 598, 599, 58 A. 2d 347 (1948). In this connection, it is well to note that the status of a testamentary executor or trustee is not the same as that of a trustee or administrator appointed by the court. See: Crawford’s Estate, 340 Pa. 187, 190, 16 A. 2d 521 (1940); Corr Estate, supra, 598. A testamentary executor or trustee is one whose choice was made by the person whose estate was to be administered and managed and represents an expression of trust and confidence in the person or persons so selected; an administrator appointed by the Register of Wills represents not the choice of the decedent nor are the person or *156 persons appointed those in whom, necessarily, the decedent placed trust and confidence.

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

Related

Haines v. Kimble
654 S.E.2d 588 (West Virginia Supreme Court, 2007)
Pontrello v. Estate of Kepler
528 So. 2d 441 (District Court of Appeal of Florida, 1988)
Shimrak Estate
47 Pa. D. & C.3d 395 (Beaver County Orphans' Court, 1987)
Estate of Wolongavich
489 A.2d 248 (Superior Court of Pennsylvania, 1985)
In Re Estate of Georgiana
458 A.2d 989 (Superior Court of Pennsylvania, 1983)
In Re Estate & Testamentary Trust of Hamill
410 A.2d 770 (Supreme Court of Pennsylvania, 1980)
In Re Estate of Pitone
413 A.2d 1012 (Supreme Court of Pennsylvania, 1980)
In Re Estate of Croessant
393 A.2d 443 (Supreme Court of Pennsylvania, 1978)
In Re Estate of Lux
389 A.2d 1053 (Supreme Court of Pennsylvania, 1978)
Estate of Murphy
336 So. 2d 697 (District Court of Appeal of Florida, 1976)
Jennings v. Murdock
553 P.2d 846 (Supreme Court of Kansas, 1976)
Clark v. Smith
63 Pa. D. & C.2d 744 (Pike County Court of Common Pleas, 1973)
Pearson Estate
56 Pa. D. & C.2d 451 (Dauphin County Court of Common Pleas, 1972)
Quinlan Estate
273 A.2d 340 (Supreme Court of Pennsylvania, 1971)
Scientific Living, Inc. v. Hohensee
270 A.2d 216 (Supreme Court of Pennsylvania, 1970)
Fritz Estate
52 Pa. D. & C.2d 483 (Pennsylvania Orphans' Court, 1970)
DiMarco Estate
257 A.2d 849 (Supreme Court of Pennsylvania, 1969)

Cite This Page — Counsel Stack

Bluebook (online)
247 A.2d 779, 432 Pa. 150, 1968 Pa. LEXIS 500, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beichner-estate-pa-1968.