DeTemple Estate

51 Pa. D. & C.2d 87, 1970 Pa. Dist. & Cnty. Dec. LEXIS 278
CourtPennsylvania Court of Common Pleas, Alleghany County
DecidedJuly 21, 1970
Docketno. 4738 of 1967
StatusPublished
Cited by1 cases

This text of 51 Pa. D. & C.2d 87 (DeTemple Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Alleghany County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
DeTemple Estate, 51 Pa. D. & C.2d 87, 1970 Pa. Dist. & Cnty. Dec. LEXIS 278 (Pa. Super. Ct. 1970).

Opinion

RAHAUSER, J.,

This matter relates to the right of a guardian of the estate of an incompetent wife to take against the will of a deceased husband whose estate is administered in both Pennsylvania and Missouri, where the election to take against the will was duly filed in Missouri but not in Pennsylvania.

Valentine DeTemple died a resident of St. Charles, Mo., October 19, 1967. On October 27, 1967, his will was probated in the Register of Wills Office of Allegheny County, and the Union National Bank of Pittsburgh qualified as an executor. Also, on November 7,1967, the Public Administrator of St. Charles County, Mo., filed, in the Probate Court of St. Charles County, Mo., his action to take charge of the estate of Valentine DeTemple, deceased.

On November 22, 1967, application for probate was filed by the Union National Bank of Pittsburgh in the Probate Court of St. Charles County, Mo., The letters [88]*88of administration were granted to William C. Goellner, Public Administrator, of the Estate of Valentine DeTemple.

On February 13, 1968, the Probate Court of St. Charles County, Mo., duly authenticated a copy of the last will and testament of Valentine DeTemple, which was admitted to probate in that county.

Dora DeTemple, the surviving spouse of decedent, Valentine DeTemple, was adjudicated an incompetent by the Probate Court of St. Charles County, Mo., on December 26, 1967, and an individual, Alma Mueller, was appointed her guardian; and on September 13, 1968, within one year of the death of Valentine DeTemple, the Probate Court of St. Charles County, Mo., authorized Alma Mueller to file an election to take against the will of Valentine DeTemple. No election to take against the will of Valentine DeTemple was ever filed by the guardian of Dora DeTemple in the Orphans’ Court of Allegheny County, Pa.

The authorization of the Probate Court of St. Charles County, Mo., was forwarded to counsel for the Union National Bank of Pittsburgh, on September 27, 1968, this, likewise, being within the year period of the date of death of Valentine DeTemple.

There are assets of Valentine DeTemple at this date located at St. Charles, Mo., Pittsburgh, Pa., and Youngstown, Ohio.

The question for adjudication is whether these assets are bound by the record of the Court of St. Charles, Mo., permitting the guardian of the estate of Dora DeTemple, Alma Mueller, to take against the will of Valentine DeTemple.

Mrs. Dora DeTemple is alive and residing in St. Charles, Mo.

The petition was filed by the Union National Bank of Pittsburgh, asking the court to direct the executor [89]*89of the estate of Valentine DeTemple, the Union National Bank of Pittsburgh, to recognize the election to take against the will filed in St. Charles, Mo. An order was made by this court directing a citation returnable January 5, 1970, for all parties to show cause why the petition should not be granted.

An answer was filed alleging that the year period required by the State of Pennsylvania did not permit the court here to recognize the decree of the court of St. Charles, Mo., authorizing the filing of an election to take against the will of Valentine DeTemple.

The first question arises concerning the probate of the will of decedent and the provision of the Pennsylvania statute requiring the election to take against the will of the husband to be filed within one year of the date of death of the deceased husband.

The Register of Wills Act of June 28,1951, P. L. 638, provides that a decedent’s will may be probated within the Commonwealth if he is domiciled, or, if he has no domicile, his will may be probated in the county where his property is located. 20 PS §1840.301 provides:

“Place of probate
“The will of a decedent domiciled in the Commonwealth at the time of his death shall be probated only before the register of the county where the decedent had his last family or principal residence. If the decedent had no domicile in the Commonwealth, his will may be probated before the register of any county where any of his property is located. 1951, June 28, P. L. 638, art. Ill, §301.”

The record is clear that Valentine DeTemple had property in Allegheny County and that his will is properly probated here in this county. The personal assets in the bank over which the Union National Bank will have to account to this court total $23,714.86, according to the inventory presently filed.

[90]*90The next question arises relative to the time for filing an election to take against the will of decedent.

Is the widow’s right to the property located here in Pennsylvania governed by the law of Pennsylvania or the law of Missouri, the domicile of decedent?

There is no question that the record fully indicates that decedent was domiciled in Missouri, and the right to probate his will here is based not upon his domicile here but upon the fact that he had assets and property located here.

Mr. Philip Brégy, in his work on Intestates, Wills and Estates Acts of 1947, on page 5873, states:

“The general rule is that the rights of a surviving spouse in a decedent’s personalty are determined by the law of the decedent’s domicil at his death. . . .”

The record is clear that as to the State of Missouri the election of the spouse to take against the will of her husband was properly filed.

The proof of the requisite for election to take against a will was offered at the time of trial and the court followed the case of Bank of America National Trust & Savings Assn. v. Sunseri, 311 Pa. 114, where the rule was set up as follows:

“. . . What the statutes of a sister state are is a question of fact, and the statute itself, as printed in the authorized pamphlet laws of the state, are the best evidence of that fact. Hence the place in the pamphlet laws should be given and the language of the statute should be quoted. If the meaning of the statute is doubtful, and there is a decision of the court of last resort in the state clarifying the situation, it should be cited. These two matters being capable of exact determination, the opinions even of lawyers regarding them is inadmissible. If the subject had related to the common law of the state, not to be found in its pamphlet laws, a statement to that effect might let in the opinion of [91]*91lawyers of the state, but here the averments relate to the ‘Statutory Law of California/ and the Supreme Court’s construction thereof, and to them only.” (Italics supplied.)

The statute of the State of Missouri relative to the right of a spouse to file an election to take against the will of a decedent is as follows:

“474-160. Election by surviving spouse to take against will, effect.
“When a married person dies testate as to any part of his estate, a right of election is given to the surviving spouse solely under the limitations and conditions herein stated:

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Related

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46 Pa. D. & C.5th 508 (Philadelphia County Court of Common Pleas, 2015)

Cite This Page — Counsel Stack

Bluebook (online)
51 Pa. D. & C.2d 87, 1970 Pa. Dist. & Cnty. Dec. LEXIS 278, Counsel Stack Legal Research, https://law.counselstack.com/opinion/detemple-estate-pactcomplallegh-1970.