Clad's Estate

63 A. 542, 214 Pa. 141, 1906 Pa. LEXIS 612
Supreme Court of Pennsylvania·Decided February 26, 1906·No. Appeal, No. 331·Published·Cited by 7 cases

Opinion

Opinion by

Mr. Justice Mestrezat,

Valentine Clad died February 11, 1902, and letters testamentary upon his estate were granted to his wife, Louise Clad, [143] the appellant. At the audit of the account of the executrix, in May, 1905, Lydia Muringer, executrix of Eva S. Muringer, deceased, presented for allowance a claim for $2,100, with interest at five percent, from January 1, 1904, which she alleged to be due on a demand promissory note, not under seal, dated July 1, 1881, signed by Valentine Clad and payable to Mrs. Eva S. Muringer, the note stating the interest to be due on January 1 and July 1 of each year. Mrs. Muringer was the mother of Lydia Muringer and of Mrs. Valentine Clad.

The auditing judge found, on sufficient evidence, the following facts:

“Eva S. Muringer died in 1889, and it is agreed that Valentine Clad paid her interest on this note up to the date of her death.

“ From 1889 to 1894, interest or an amount of money equal thereto — $52.50—was paid to Lydia Muringer, executrix of Eva S. Muringer and residuary legatee under her will, either by Valentine Clad or his daughter Eva S. Clad.

“From 1894 to 1902, the date of Valentine Clad’s death, money amounting to $52.50 was paid to Miss Muringer each six months with perhaps the exception of two or three times when amounts closely approximating that sum were paid her by Miss Eva Clad.

“ These payments were designated as presents to her aunt from her and her younger sister and were during the lifetime of her father paid with money received from him.

“ From the death of Valentine Clad to January, 1904, payments of these amounts continued.”

Mrs. Muringer, the payee of the note, had possession of the note until her death in 1889, when it passed into the hands of Lydia Muringer, her executrix, the appellee, who still retains it.

The auditing judge held, against the contention of Louise Clad, executrix of Valentine Clad, deceased, the appellant, that there had been no gift of the note by the payee in her lifetime to the daughters of the maker, and that the evidence introduced at the audit was sufficient to toll the running of the statute of limitations. The court in banc confirmed the adjudication, saying: “ It is very clear that no valid gift of the note presented as a claim against the estate of the decedent was [144] shown and the auditing judge has found as a fact that payments of interest which .prevented the running of the statute of limitations, were made within six years.” The appellant’s counsel, in his printed brief, has confined his discussion to the sufficiency of the evidence to prevent the running of the statute. He, however, suggests in his argument that Lydia Muringer, the claimant, was not a competent witness to testify to matters occurring in the lifetime of Valentine Clad, and that “ any declarations alleged to have been made to Mrs. Schussele (by Clad) were not binding on the estate because made to a stranger.”

It is settled that a claimant against the estate of a decedent is not competent to testify for himself relative to matters occurring in the lifetime of the decedent. But it is equally well settled that where a claimant is called as a witness in his own behalf and testifies to facts occurring since the death of the deceased and, on cross-examination, is interrogated as to matters occurring during the lifetime of the deceased, that he becomes a competent witness for himself as to all relevant and material matters : Hambleton’s Estate, 166 Pa. 500; Watkins v. Hughes, 206 Pa. 526. When Lydia Muringer was called as a witness to support her claim against the estate, her examination was confined to matters occurring since the death of Mr. Clad. To that extent she was clearly competent. When the learned counsel for the appellant cross-examined her, however, he did not confine himself to occurrences since the death of Mr. Clad, but went beyond that date and interrogated her fully as to matters occurring prior to his death. This made her competent for all purposes, and her counsel was then at liberty to examine her on all matters relative and material to her claim against the estate.

Appellant’s counsel misapprehends the purpose of Mrs. Schussele’s testimony. It was not introduced for the purpose of showing an acknowledgment of the debt, thereby tolling the statute, for which purpose, having been made to a stranger, it would not have been competent; but for the purpose of showing by the decedent’s declarations and admissions that he was paying interest on the note, which, if true, would prevent the running of the statute. In other words, the purpose of the testimony was to show, by the decedent’s own ad[145] missions, that he had been paying, and would continue to pay, interest on the claim in controversy.

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Clad's Estate, 63 A. 542, 214 Pa. 141, 1906 Pa. LEXIS 612 (Pa. 1906).

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