Cain Estate

16 Pa. D. & C.3d 50, 1 Pa. Fid. 152, 1980 Pa. Dist. & Cnty. Dec. LEXIS 309
CourtPennsylvania Court of Common Pleas, Delaware County
DecidedJanuary 24, 1980
Docketno. 301 of 1979
StatusPublished

This text of 16 Pa. D. & C.3d 50 (Cain Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Delaware County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cain Estate, 16 Pa. D. & C.3d 50, 1 Pa. Fid. 152, 1980 Pa. Dist. & Cnty. Dec. LEXIS 309 (Pa. Super. Ct. 1980).

Opinion

deFURIA, A.J.,

Decedent, Anna A. Cain, died on July 21, 1977, testate, having been a resident and domiciliary of Delaware County, Pa. On August 11, 1977 letters testamentary were granted unto Joseph F. McCarthy, the executor named in decedent’s will dated September 9, 1972, the validity of which has been questioned in the subject proceedings. Appropriate notice, through advertisement of the grant of letters, was completed by September 2, 1977. No appeal was [52]*52taken from the decree of the Register of Wills admitting the aforesaid will dated September 9, 1972 to probate within one year following the register’s decree.

On April 25, 1979, approximately 20 months after the date of the register’s decree,the Attorney General of the Commonwealth of Pennsylvania, as parens patriae for charities, filed an appeal from probate protesting the decision of the register in admitting the aforesaid will dated September 9, 1972 to probate and in granting letters testamentary thereon. Prehminary objections have been filed on behalf of the executor as proponent of the aforesaid will. Subsequently, two amendments were filed relative to the appeal from probate. Moreover, the court has heard oral arguments by counsel for the respective parties, and briefs have been submitted on their behalf for the court’s consideration. The matter is now ripe for determination.

The aforesaid will dated September 9, 1972 provides for the payment of cash bequests to various named individuals, and, in addition, directs that the residuary estate, including property over which decedent possessed a power of appointment, be given, absolutely, to decedent’s nephew, Joseph F. McCarthy. The court has been advised that decedent’s probate estate aggregates approximately $50,000 and that the appointive estate approximates $100,000.

In the appeal from probate, as amended, the Attorney General alleges that the aforesaid will dated September 9, 1972 is invalid for various reasons, viz., that from June, 1968 until her death, decedent was physically and mentally infirm, and, thus, without the ability to evaluate the nature of any [53]*53writing presented to her for execution; that decedent was mentally incompetent at the time of the alleged execution by mark of the aforesaid will; that the proponent, Joseph F. McCarthy, who is named in the said will as executor, residuary beneficiary, and as beneficiary of all property subject to decedent’s power of appointment, was a most frequent visitor to decedent, conducted her financial affairs, and established a confidential relationship with her; that the said proponent prepared or procured the preparation of the aforesaid will, which substantially altered the estate plan of decedent (relative to a prior will, hereinafter discussed) and the donor of the appointive estate, to his own benefit by the use of undue influence; that decedent had made certain “undertakings” with the donor of the appointive estate relative to the disposition thereof to charities; that the aforesaid will was executed by mark whereas certain writings, both before and after September 9, 1972, bore the signature of decedent; and that, alternatively, the mark on the said will was not made by decedent, and, thus, that there was fraud in the execution of the aforesaid will. Further, the Attorney General alleges that decedent executed a prior will dated April 16, 1967 a copy of which is attached to the record papers, wherein decedent bequeathed cash legacies to the various parties named therein, appointed one-half of the appointive estate to the Roman Catholic Archdiocese of Philadelphia, appointed the remaining one-half to the appointive estate to the Sisters of St. Joseph, and devised and bequeathed the residue, in equal shares, to ten named residuary beneficiaries (one of which was Joseph F. McCarthy).

As aforesaid, preliminary objections have been filed to the appeal from probate. One of the prelimi[54]*54nary objections concerns the demand for additional specificity relative to the allegations of undue influence, duress, and constraint allegedly practiced on decedent. This objection, in the judgment of the court, has been resolved through the fifing of two amendments to the appeal from probate, the essential averments of which have been incorporated in the summary of the allegations hereinabove set forth. The remaining preliminary objections are discussed below; for the reasons which hereinafter appear, it is the conclusion of this court that the preliminary objections must be dismissed.

First, and most significantly, the proponent contends that the Attorney General of the Commonwealth of Pennsylvania, as parens patriae for charities, is barred from filing the instant appeal from probate, as amended, since section 908 of the Probate, Estates and Fiduciaries Code, 20 Pa.C.S.A. §908, limits the right of appeal to one year from the date of the decree of probate. Section 908(a) of the code provides as follows:

“Section 908. Appeals
“(a) When allowed. Any party in interest who is aggrieved by a decree of the register, or a fiduciary whose estate or trust is so aggrieved, may appeal therefrom to the court within one year of the decree: Provided, That the executor designated in an instrument shall not by virtue of such designation be deemed a party in interest who may appeal from a decree refusing probate of it. The court, upon petition of a party in interest, may limit the time for appeal to three months.”1

[55]*55In the instant matter, the Attorney General admits that the appeal was filed more than one year after the Register’s decree. However, the Attorney General suggests that the limitational provisions of section 908 of the code, being in the nature of a statute of limitations, do not run against the sovereign where, as here the Attorney General is acting on behalf of the people of the Commonwealth of Pennsylvania in a governmental rather than a proprietary capacity. Further, the Attorney General suggests that the circumstances surrounding the execution of the will, dated September 9, 1972, as alleged in the appeal from probate, as amended, and its subsequent probate, constitute fraud, and, consequently, toll any limitation in the instant matter. The court concurs in both regards.

With regard to the latter issue, in those instances involving private challenges, analogous case authority indicates that the limitational period is inapplicable in the event of fraud, an after-discovered will, an important omission where the Register’s decree is uncertain, or where there is substantial equitable reason for not applying it. See Culbertson’s Estate, 301 Pa. 438, 152 Atl. 540 (1930); Keiper Will, 8 Fiduc. Rep. 647 (1958); Rockett Will, 348 Pa. 445, 35 A. 2d 303 (1944); and Gallagher Estate, 485 Pa. 62, 400 A. 2d 1312 (1979). In the instant matter, the alleged circumstances relating to fraud, the fact that the Attorney General, as parens patriae, acts on behalf of all of the people of the Commonwealth, the indication that the Attorney General, without regard to notice by publication, was not notified of his possible interest in this matter until November, 1978 (more than one year after decedent had died), the presence of a prior will which made substantial bequests to charities, the absence of laches or estoppel, and the lack of any [56]*56change of position, prejudice or conveyance to a third party, dictate and justify the conclusion that the time limitations of section 908 are here inapplicable.2

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Bluebook (online)
16 Pa. D. & C.3d 50, 1 Pa. Fid. 152, 1980 Pa. Dist. & Cnty. Dec. LEXIS 309, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cain-estate-pactcompldelawa-1980.