Burke Estate

75 Pa. D. & C. 303, 1951 Pa. Dist. & Cnty. Dec. LEXIS 474
Pennsylvania Orphans' Court, Philadelphia County·Decided April 6, 1951·No. no. 1314 of 1949·Published

Opinion

Lefever, J.,

This case is before the court on the exceptions filed by Marion E. Burke, Eleanor Catherine Burke Rowland and Sarah A. Burke to the opinion of Judge Klein, revoking letters testamen[304] tary granted by the Register of Wills- of Philadelphia County on the ground that “decedent died a resident of Montgomery County”.

Decedent died in the home of Sarah A. Burke, 430 West Fishers Avenue, Philadelphia, on January 1, 1949. She was unmarried and about 75 years old. Decedent’s next of kin are the real parties to this controversy, namely: (a) Marion E. Burke, Eleanor Catherine Burke Rowland and Sarah A. Burke, the two daughters and widow of her deceased brother, John Burke, and the residuary legatees under her will dated November 17, 1948, and (b) Arthur Joseph Burke, John J. Burke, Leo F. Burke, Francis Burke and Mary Burke Dichert, who are the four sons and a granddaughter of her deceased brother, Alexander Burke, and the legatees of one half of her residuary estate under the terms of a prior will.

On January 6, 1949, decedent’s will was probated before the Register of Wills of Philadelphia County and letters testamentary were granted by him. On May 20, 1949, an appeal from the probate was filed with the register of wills by Leo Burke, John Burke and Arthur J. Burke, challenging the validity of the will on the grounds of “lack of testamentary capacity” and “undue influence”. On December 15, 1949, a second appeal from the probate of the will was filed by the Register of Wills of Montgomery County challenging the jurisdiction of the Philadelphia Register of Wills on the ground that “at the time of her death, Mary T. Burke was a resident of Conshohocken, Montgomery County, Pennsylvania”. It is conceded that appellants in the first appeal are the real parties in interest in the second appeal.

Testimony was taken before Judge Klein on February 9, 1950, and November 13, 1950. At the request of counsel Judge Klein restricted the testimony in these hearings to the question of decedent’s residence at the [305] time of her death, reserving the question of testamentary capacity and undue influence until such time as the jurisdictional question was determined. Consequently, only the second appeal from the Register of Wills of Philadelphia County is presently at issue before this court.

Decedent lived in Conshohocken all of her life with the exception of about a year in 1945 and 1946. Upon the death of her brother John, in conformity with a promise she had made to him, decedent sold her home and furniture in Conshohocken, and moved into Sarah A. Burke’s home in Philadelphia. She stayed there, frequently expressing dislike for Philadelphia, until June 1946, when, she returned to Conshohocken.

Her nephew, Arthur Joseph Burke, after a great deal of effort, had arranged for her to room and board with Mr. and Mrs. Dewan, of Conshohocken. She remained there for almost two years. In February 1948, as a result of arrangements again made by Arthur Joseph Burke, decedent moved to the home of her lifetime friend, Margaret Mellon, 1003 Forrest Avenue, Conshohocken. Mrs. Mellon, aged 77 years, lived there with her 84-year-old husband and their two sons (both of whom were separated from their wives). Decedent paid $12 per week for board, room, heat, light and other facilities. The relationship was one of friendship rather than a strictly business transaction.

On December 24, 1948, Dr. Rowland (husband of exceptant, Eleanor Catherine Burke Rowland) and Marion E. Burke called at the Mellon home and transported decedent and certain personal effects to the home of Sarah A. Burke, in Philadelphia. She died there eight days later.

Under section 2 (a) of the Fiduciaries Act of June 7, 1917, P. L. 447, and section 4 of the Register of Wills Act of June 7, 1917, P. L. 415, a will shall be probated and letters testamentary granted only by “the register [306] of wills of the county within which was the family or principal residence of the decedent at the time of his decease. . . .” As stated by the learned hearing judge in the instant case: “The language of these two sections has been construed to mean domicile as opposed to temporary residence: Sims’ Estate, 30 Westmoreland 37, 43 (1948) see also Gundy’s Estate, 37 Berks 37 (1934), and McElroy Estate, 26 Erie 394 (1944).

It is undisputed that decedent’s “family or principal residence” was the Mellon home until December 24, 1948. The sole question before this court was her residence or domicile when she died on January 1,1949. It is the contention of exceptants that decedent left the Mellon home on December 24, 1948, with the intention of abandoning her residence there and establishing a new and permanent residence at the home of Sarah A. Burke in Philadelphia. It is the position of contestants that decedent was merely making a visit to the home of Sarah A. Burke for the holidays pursuant to usual custom and that she had no intention to, nor did she abandon, her residence in Conshohocken.

Exceptants testified that decedent was dissatisfied with her situation in the Mellon home because of unpleasant sanitary conditions; that Mrs. Mellon was too old to take care of decedent after she became ill and bedfast on December 14, 1948, and had requested decedent to move from her home; that decedent both before and after her arrival at Sarah A. Burke’s home in Philadelphia expressed her intention to live there for the rest of her life and stated how happy she was at the prospect; that before Dr. Rowland and Marion E. Burke arrived decedent had emptied the drawers of her bureau and laid out underwear, • shoes, gift boxes, sheets, pillow cases and other belongings on the bed of her third-floor bedroom for transportation to Philadelphia; that decedent was present when Marion E. Burke packed these effects into four suitcases and [307] three carry-all bags; that these suitcases and bags were moved with decedent to Philadelphia and constituted all her personal effects except a few summer dresses and her bedroom furniture which decedent had planned to have moved from the Mellon home in the near future; that decedent also took with her a large • crucifix and a bag containing her securities, and that she paid her bill for board to the date of her leaving.

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Burke Estate, 75 Pa. D. & C. 303, 1951 Pa. Dist. & Cnty. Dec. LEXIS 474 (Pa. Super. Ct. 1951).

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