Duff's Estate

4 Pa. D. & C. 315, 1924 Pa. Dist. & Cnty. Dec. LEXIS 264

This text of 4 Pa. D. & C. 315 (Duff's 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
Duff's Estate, 4 Pa. D. & C. 315, 1924 Pa. Dist. & Cnty. Dec. LEXIS 264 (Pa. Super. Ct. 1924).

Opinion

Gest, J.,

— This is a petition by the substituted trustee, under the will of Catharine A. Duff, praying the court to declare the rights and legal relations of all parties in interest respecting certain real estate of the late Catharine A. Duff, No. 129 .'North 15th Street, under the provisions of the Act of June 18, 1923, P. L. 840, known as the Uniform Declaratory Judgments Act.

It appears from the pleadings that Catharine A. Duff, being so seised of the real estate in question, died in 1882, leaving a husband and a daughter, Catharine A. Duff, Jr., and by her will devised all her estate to her executor, in trust to permit her husband to receive the rent of the real estate for his life, and after his death (which occurred in 1888), in trust for the same uses as she declared with respect to her personal estate, and in trust as to her personal and mixed estate, to pay the income to her daughter Catharine for life, and at her death, for the use of such persons or person as her said daughter might by her last will, attested by two witnesses, give, devise, limit or appoint, and in default of appointment, then to the children and issue of her daughter. The will contained no remainder over in default of issue. Catharine A. Duff, Jr., in 1915, executed a lease of the premises in question to Achille Olivieri for a term of ten years, beginning Feb. 1,1916, at $30 a month, and after five years, at $40 a month, the lease containing an option in favor of the tenant to purchase the property for $20,000. Catharine A. Duff, Jr., died in 1920, unmarried and without issue, leaving a will, attested by two witnesses, in which she gave numerous specific and pecuniary legacies, and without referring to her power of appointment under her mother’s will, mentioned [316]*316premises No. 129 North 15th Street in terms of individual or personal ownership, reaffirmed the lease and option to purchase, and provided that if the tenant should purchase it at $20,000, the proceeds should be paid and distributed in a certain manner. By a codicil, unwitnessed, the testatrix declared her will to be in exercise of the power of appointment granted under her mother’s will, appointed executors and trustees, and gave them the power to sell her real estate. The will contained no general residuary bequest or devise. Achille Olivieri is now in possession of real estate under the lease, and while he has not formally exercised his option to purchase, has indicated through his counsel his intention to do so before the expiration of the lease on Feb. i, 1926.

The petition for a declaratory judgment propounds the following questions to the court:

(a) What title or estate did Catharine A. Duff, Jr., have in said premises, to wit, No. 129 North 15th Street, Philadelphia?

(b) Has Catharine A. Duff, Jr., properly exercised the power of appointment given her by the will of her mother, Catharine A. Duff, Sr., and if so,

(c) In whose favor has the said Catharine A. Duff, Jr., appointed said premises?

(d) Is the lease of said premises to Achille Olivieri, and the option contained therein, valid and binding on the heirs of either Catharine A. Duff, Sr., or Catharine A. Duff, Jr.?

(e) Has Achille Olivieri, the said tenant, any right of possession to said premises or any estate therein?

(f) In what class of persons, either devisees, heirs or next of kin of either Catharine A. Duff, Jr., or Catharine A. Duff, Sr., is the title to said premises now vested?

To this petition several answers were filed. The answer of Olivieri originally raised several objections to the constitutionality of the Act of June 18, 1923, P. L. 840, and the argument at the first hearing of the case was confined to this point. Subsequently the associate counsel for the petitioner entered an appearance for the Commonwealth and filed a learned and elaborate brief as Special Deputy Attorney-General. We do not think that the Attorney-General is at all concerned in the ease, as the 11th section of the act, referring to him, confines his interest to cases that involve the validity of a municipal ordinance or franchise which is alleged to be unconstitutional, but we have considered the learned counsel as acting simply as amicus curiee, and, needless to say, it gave the court great pleasure to listen to his argument in that capacity. However, at the second argument of the case, counsel for Olivieri withdrew his objections to the constitutionality of the act, and, as we are of opinion that the petition should be dismissed for other reasons, it is not necessary for us to consider that question, so that in what follows we assume its constitutionality.

The Uniform Declaratory Judgments Act is an innovation in our jurisprudence, as heretofore it has always been considered requisite in our legal procedure that the courts should be called upon to decide only those questions which arise in actual litigation. The legislature, however, in its last session, has adopted this Uniform Declaratory Judgments Act, which follows similar procedure or identical acts in some foreign jurisdictions and in several states of this Union. And we note that in sections 12 and 15 the legislature, having declared its purpose to be remedial, has enjoined the courts to construe and administer the act liberally and to interpret and construe it so as to effectuate its general purpose, viz., to make uniform the law of those states which enact [317]*317it and harmonize, as far as possible, with Federal laws and regulations on the subject of declaratory judgments. How far this latter injunction may be within the province of the legislature we need not consider at the present time, but we may remark it is difficult to see why, in matters of legal procedure, it is desirable for us to assimilate the practice in Pennsylvania to that of Kansas or Florida, however appropriate such uniformity may be with respect to negotiable instruments, warehouse receipts and the like. For some purposes it may be desirable to dress in ready-made uniforms, but it is better for most men to be measured for their clothing and have their coats cut to suit their individual requirements.

We deem it proper in this, the first case presented to us under this new statute, to consider its provisions somewhat at length. From our examination, we are of opinion, in the first place, that the act is clearly not intended to permit, much less require, the courts to answer abstract propositions of law or moot questions which are merely academic. This much appears to be conceded by every one. Nor do we think that it is intended to confer on the courts that jurisdiction to. advise fiduciaries in the discharge of their duties, which, although it may obtain in some states, has never been allowed in Pennsylvania. A mere advisory opinion upon an abstract question is obviously not a judgment at all. The act contemplates the solution of a real controversy between adverse parties. In the third place, we are of opinion that the act, which is professedly remedial, should not be held to operate where the evil intended to be remedied does not exist. There are, indeed, certain cases where a declaration of rights may be advantageous, as, for instance, where the parties to a contract, before performance or breach by either of them, may have it construed by the court in order to have their rights determined in futuro, a case specially provided for in section 3. There and in other similar conditions the statute provides a remedy where none previously existed.

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Bluebook (online)
4 Pa. D. & C. 315, 1924 Pa. Dist. & Cnty. Dec. LEXIS 264, Counsel Stack Legal Research, https://law.counselstack.com/opinion/duffs-estate-paorphctphilad-1924.