Dettra Estate

29 Pa. D. & C.2d 429, 1963 Pa. Dist. & Cnty. Dec. LEXIS 434
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedMarch 22, 1963
Docketno. 3486 of 1961
StatusPublished

This text of 29 Pa. D. & C.2d 429 (Dettra Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dettra Estate, 29 Pa. D. & C.2d 429, 1963 Pa. Dist. & Cnty. Dec. LEXIS 434 (Pa. Super. Ct. 1963).

Opinion

Lefever, J.,

Is the Commonwealth of Pennsylvania a “party in interest who is aggrieved by the decree of the register”, so as to entitle it to appeal from the probate of a disputed will which bequeathed decedent’s entire residuary estate to strangers, even though it later develops that decedent may be survived by first cousins? This issue is raised by proponents’ petition to dismiss the Commonwealth’s appeal.

Elsie W. Dettra died on May 19, 1961, leaving an alleged last will and testament, dated May 16, 1961. This will gave the residue of decedent’s estate, inventoried at $127,650.86, to Meyer W. Weissman and his wife, Estelle Weissman, hereinafter referred to as “proponents”. It named Meyer W. Weissman as executor. On May 22,1961, this will was probated and letters testamentary were granted to Weissman.

On November 21,1961, the Commonwealth of Pennsylvania filed an appeal from this probate. On December 19, 1961, the Commonwealth filed its petition for a citation. This petition alleged that decedent left “to [431]*431survive her as persons entitled to her estate under the intestate law no persons other than the Commonwealth of Pennsylvania.” It alleged further that the Commonwealth “is a party in interest in the estate of the said decedent entitled as heir to the entire estate of the decedent pursuant to the Act of April 24, 1947, P. L. 80, sec. 3 (20 PS §1.3(6) ; or under the provisions of the Act of April 9, 1929, P. L. 343, sec. 1314 (72 PS §1314) ; or as Parens Patriae on behalf of the Baptist Home, Roosevelt Boulevard and Pennypack Circle, Philadelphia, Pennsylvania, beneficiary under a writing executed by the decedent as her will on August 12, 1930, a copy of which is attached . . .” It concluded with a prayer that the will be set aside on the grounds of lack of testamentary capacity and undue influence. Proponents filed an answer on the merits, in which they averred that they “are unable to ascertain the truth or falsity of the statement that the only person entitled to the estate under the intestate laws is the Commonwealth of Pennsylvania.

On January 12, 1962, Rilla Aiman Cornell and Gar-butt Worrell Aiman filed an answer to the Commonwealth’s petition containing new matter, which averred that they were, respectively, a first cousin and a first cousin once removed of decedent. In that answer they joined the Commonwealth in its petition and prayer that the decree of probate be set aside. On January 15, 1962, the Commonwealth filed an answer to the above-mentioned new matter which called upon them for proof of their relationship. On February 13, 1963, Garbutt Worrell Aiman filed a separate appeal from the probate.

The appeal from probate was referred by this court to Judge Shoyer for hearing. Judge Shoyer set February 11, 1963, and then March 11, 1963, for hearing, but granted continuances upon proponents’ request. In the meantime, on February 1, 1963, proponents filed a [432]*432petition for issuance of a citation to show cause why the appeal of the Commonwealth should not be dismissed because it “is not a party in interest within the purview of the Register of Wills Act of 1951. . and the Baptist Home should not be stricken as a party. In. paragraph 7 of that petition, they averred on information and belief “that the next of kin of the decedent, Elsie W. Dettra, are Rilla Aiman Cornell, a first cousin of the decedent, Elsie W. Dettra, Garbutt Worrell Aiman, son of a deceased first cousin of Elsie W. Dettra, and Estella Harris Worrell Vogel, a first cousin of Elsie W. Dettra . . .” On February 14, 1963, the Commonwealth filed preliminary objections to that petition. The Baptist Home has taken no definitive action.

The crucial issue before this court is the validity of the will. A will contest is basically an action in rem. Therefore, all parties who have a possible interest have: a right to appear in such action. Per contra, it is error for this court to proceed in a will contest unless all such parties are before the court: Miller’s Estate, 166 Pa. 97; 159 Pa. 562.

Section 208 of the Register of Wills Act of June 28,. 1951, P. L. 638, provides that:

“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 two years of the decree. .

Is the Commonwealth in this case such a party in interest?

When the Commonwealth filed the appeal and when it filed the petition for citation, it appeared that there were no next of kin who would be entitled to take under the Intestate Act of 1947, as amended, and the Commonwealth so averred in its petition. Since then two alleged first cousins and a first cousin once removed have come into the picture. The proponents of the will, in effect, admit that these cousins are the next of kin [433]*433of decedent. However, the Commonwealth has not conceded this point.

In a somewhat similar situation (Tierney Will, 10 Fiduc. Rep. 310), President Judge MacElree of the Chester County Orphans’ Court held that the Commonwealth was a proper party, stating at page 319:

“All that is required is that it shall be ‘a party in interest’ who is aggrieved by a decree of the register or a fiduciary whose estate or trust is so aggrieved.

“If a fiduciary (a mere stakeholder) is declared to be by the statute ‘a party in interest’ and as such has a right to appeal, why then is not the Commonwealth in its capacity as sovereign for the protection of those who may be ultimately entitled to distribution, ‘a party in interest’ and as such entitled to appeal so that in the event that the validity of a paper writing, challenged on appeal, should be determined adversely to the proponents that the fund ultimately to be distributed would be protected for those lawfully entitled to receive it.”

Similarly, in Smith’s Estate, 23 D. & C. 519, 520, President Judge Heller of the Luzerne County Orphans’ Court stated:

“. . . the Commonwealth has a most real and tangible interest in an estate when there are no known heirs. It would create a rare state of affairs in the administration of justice if the Commonwealth through its agent, the escheator, could not intervene when strangers to the blood have set up a will, and not have its validity determined.”

The cases relied upon by proponents involve appeals taken by alleged blood relatives whose relationship was in doubt. These cases do not apply to the Commonwealth, which is the ultimate heir under the Intestate Act of 1947, as amended. To date there has been no formal proof or adjudication that Rilla Aiman Cornell, Garbutt Worrell Aiman or Estella Harris Worrell [434]*434Vogel are the heirs of decedent. If the petition before us were to prevail, these alleged cousins might later fail to prove their relationship and their appeal would then fall for lack of an appellant.

Of vital importance, however, is the admission by proponents in the pleadings that Rilla Aiman Cornell, Garbutt Worrell Aiman and Estella Harris Worrell Vogel are cousins, who are entitled to take under the intestate act. Therefore, on proponents’ own averments, there is no doubt that some party is entitled to a hearing on the appeal from probate. It is not for proponents to choose their adversaries.

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Related

Miller's Estate
28 A. 441 (Supreme Court of Pennsylvania, 1894)
Miller's Estate
31 A. 58 (Supreme Court of Pennsylvania, 1895)

Cite This Page — Counsel Stack

Bluebook (online)
29 Pa. D. & C.2d 429, 1963 Pa. Dist. & Cnty. Dec. LEXIS 434, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dettra-estate-paorphctphilad-1963.