Dart Estate

232 A.2d 724, 426 Pa. 296, 1967 Pa. LEXIS 575
CourtSupreme Court of Pennsylvania
DecidedJuly 24, 1967
DocketAppeal, 98
StatusPublished
Cited by9 cases

This text of 232 A.2d 724 (Dart 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
Dart Estate, 232 A.2d 724, 426 Pa. 296, 1967 Pa. LEXIS 575 (Pa. 1967).

Opinion

Opinion by

Mb. Justice Jones,

This is an appeal from a decree of the Orphans’ Court of Lawrence County dismissing exceptions to the first and final Account of the administrator c.t.a. of the estate of Iretta Y. Dart (decedent) and disallowing Mary E. Oberleitner’s (appellant’s) claim in the amount of f1,440 against the estate for services allegedly rendered to decedent.

Iretta Y. Dart, a retired school teacher, died on December 27, 1959, aged 88 years. For many years, decedent owned a home in New Castle, Pennsylvania, of which she occupied a first-floor apartment and rented two second-floor apartments. For some time prior to decedent’s death, one of the second-floor apartments was occupied by the present appellant. For several years prior to her death, decedent was somewhat physically handicapped due to a hip injury and cataracts.

The basis of appellant’s claim is that at irregular periods during the years 1957-1959, 1 she rendered domestic and personal services to the decedent, i.e., she did decedent’s laundry, cleaned her apartment, did the cooking and performed other general household chores. As there was no written contract between appellant and decedent, the claim is on a quantum meruit basis. 2

The lower court dismissed the claim on two grounds: (a) appellant failed to present “clear, precise and con *298 vincing” evidence to establish her claim and (b) appellant failed to present evidence sufficient to rebut the presumption of periodic payment for the services. The present appeal challenges such conclusions.

Before turning to an analysis of the evidence presented by appellant in support of her claim, certain guidelines and criteria delineated by our case law with respect to claims of this nature must be set forth: (1) “Claims of this nature against dead men’s estates, resting entirely in parol, based largely upon loose declarations, presented generally years after the services in question were rendered, and when the lips of the party principally interested are closed in death, require the closest and most careful scrutiny to prevent injustice being done.” Walls’ Appeal, 111 Pa. 460, 471, 5 A. 220 (1886). See also: Mooney’s Estate, 328 Pa. 273, 274, 194 A. 893 (1937) ; (2) all claims against the estate of a decedent must be proven by evidence which is clear, precise and convincing: Petrov v. Secary Estate, 403 Pa. 540, 542, 170 A. 2d 325 (1961); L iggins Estate, 393 Pa. 500, 505, 143 A. 2d 349 (1958); Stafford v. Reed, 363 Pa. 405, 70 A. 2d 345 (1950); (3) appellant, proceeding on a quantum meruit theory, has the burden of proving (a) the performance of services, (b) the decedent’s acceptance of them, and (c) their value: Lach v. Fleth, 361 Pa. 340, 348, 64 A. 2d 821 (1949); (4) appellant must overcome a presumption that any services rendered were paid for from time to time while they continued, a presumption which will gather strength with each succeeding year and the evidence to overthrow it must, of course, be correspondingly increased. See: Sanders Estate, 370 Pa. 208, 210, 87 A. 2d 923 (1952); Braden Estate, 363 Pa. 42, 46, 68 A. 2d 734 (1949); and finally, (5) “. . . the finding of the auditing judge who saw and heard the witnesses is conclusive where there is evidence to support it, and it is not based on a capricious disbelief of the witnesses” : Mooney’s Estate, supra, at 275.

*299 With these principles in mind, we turn to an examination of the testimony presented in support of the appellant’s claim. Appellant’s principal witness was Raymond Jacobs, a neighbor who had lived next door to decedent from 1955 to 1959. Jacobs was home a great deal since he was caring for an ailing mother and, thus not regularly employed. Some time in 1957 or 1958, 3 Jacobs was ashed by appellant to assist her in doing household chores for decedent and through such assistance to appellant, he was able to testify as to the chores she performed. However, on cross-examination, it became apparent that the witness was unable to recall when these chores were performed or with what regularity and, when asked when he began assisting appellant, he replied: “A. That was in ’57 or ’58. Q. Do you remember when in ’57 or ’58? A. I can’t recall the month, no sir.” (R-8). Likewise, Jacobs was unable to tell how often he saw appellant performing the alleged services: “Maybe once a week — and maybe nothing. Then it was maybe twice a week — and it all depended on when she needed help.” (Emphasis supplied).

Jacobs also testified that he overheard decedent tell appellant “Mary, don’t worry about a thing. You will, be taken care of in the will.” but he was unable to recall any details concerning this discussion or even recall generally when it occurred.

Such testimony is illustrative of the vagueness and uncertainty which characterized Jacob’s testimony. While he stated appellant worked three to four hours every day for decedent, he countered by stating that during some weeks he was not at decedent’s home at all. The record reveals clearly that Jacobs was testifying not from personal knowledge and experience but rather from what he had heard from appellant and others.

*300 Before passing to the testimony of the other witnesses, one facet of Jacobs’ testimony should be noted. Jacobs testified that he performed chores, which, in many respects, were identical to those allegedly performed by appellant and that every time he did work for decedent she paid him immediately for his services.

Kathryn Bailey testified that she rented one of decedent’s apartments during the winter of 1957 and that appellant performed various tasks and chores for decedent almost every day. However, on cross-examination, it developed that the -witness lived on the premises only a few months, that she was in decedent’s apartment on only two occasions and that she never actually saw appellant do any of the work allegedly performed. On the contrary, the witness “knew” appellant did decedent’s washing and ironing only because appellant — not decedent — told her it was decedent’s washing and ironing: “Q. And did you ever see Mrs. Oberleitner performing any services, or duties in Mrs. Dart’s apartment? A. Not in her actual apartment, but I know she was working there — and I know she did her washing and ironing, because she did that in her apartment. Q. Well you never saw her work in Miss Dart’s apartment? A. No, not in Miss Dart’s apartment — while she was working. Q. But you saw her doing some washing and ironing in her own apartment? A. For Miss Dart, yes. Q. Did Miss Dart— A. We talked about it. That’s how I know. Q. Who talked about it? A. Mary and I. Q. Mrs. Oberleitner then told you that it was Miss Dart’s washing and ironing? A. Yes. Q. Did Miss Dart ever tell you that? A. No, I never talked too much with Miss Dart — because I had a sick spell of my own there. Q. As a matter of fact, you never talked with Miss Dart at all about Mrs.

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Bluebook (online)
232 A.2d 724, 426 Pa. 296, 1967 Pa. LEXIS 575, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dart-estate-pa-1967.