Estate of Lena Hartzell

173 A. 847, 114 Pa. Super. 190, 1934 Pa. Super. LEXIS 247
CourtSuperior Court of Pennsylvania
DecidedApril 13, 1934
DocketAppeal 30
StatusPublished
Cited by16 cases

This text of 173 A. 847 (Estate of Lena Hartzell) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Lena Hartzell, 173 A. 847, 114 Pa. Super. 190, 1934 Pa. Super. LEXIS 247 (Pa. Ct. App. 1934).

Opinion

Opinion by

Parker, J.,

Pursuant to an order, by an orphans’ court, for the public sale of real estate of a decedent, Lena Hartzell, for the payment of her debts, her son and administrator, William H. Hartzell, having been authorized by the court to bid, became the purchaser. This appeal is from an order of the court below dismissing the exceptions of Emma Kline and her husband, A. L. Kline, daughter and son-in-law of decedent, to the confirmation of the sale.

The exceptants alleged that William H. Hartzell, as agent for his mother, held the legal title to her real estate as security for the payment of debts due by Lena Hartzell to William H. Hartzell, John H. Hartzell, and Lee Kline; that in the year 1925 William H. Hartzell, as agent for his mother, an old lady unable to care for herself, agreed orally with the exceptants that if A. L. Kline would remit the balance due him from Lena Hartzell and if the Klines would move into a house on the land of their mother and take care of *192 her until her death, then Emma Kline and A. L. Kline should have thirty-five acres of land, the remnant of a fifty-acre tract on which the house was situated, and fifteen acres adjoining sufficient to make a total of fifty acres; that the offer was accepted and appellants went into possession of the real estate described, made valuable improvements, paid the taxes for two years, and “kept, maintained, fed and clothed” Lena Hartzell until her death, and agreed that Lee Kline would remit the balance due him on receipt of a conveyance for the fifty acres.

Testimony was taken in support of the exceptions when the exceptants endeavored to prove a parol agreement, but then relied rather upon an alleged agreement directly with Mrs. Hartzell than the one set up in the exceptions. The appellee offered testimony strongly contradictory of the assertions of the exceptants and, in addition, relied upon the legal defense that the court did not, in this proceeding, have jurisdiction to pass upon the matters raised by the exceptions, and that in any event the exceptants had failed to show an enforceable parol agreement and, more particularly, a performance sufficient to take the parol agreement out of the statute of frauds. While the court below questioned its own jurisdiction, it undertook to dispose of the matter on the merits and held that the agreement was within the statute of frauds and could not be enforced, and that as a result the sale should be confirmed absolutely.

While the appellate courts do not appear to have decided the precise question of jurisdiction raised here, the principles are well settled. It has been determined again and again that the orphans’ court is a court of limited jurisdiction (Brinker v. Brinker, 7 Pa. 53, 55), exercising only such power as is given it by statute expressly or by necessary implication; and that while proceedings in the orphans’ court are modeled on *193 those in a court of equity and can proceed according to equity practice (Horner v. Hasbrouck, 41 Pa. 169, 180; Mallory’s Est. 285 Pa. 186, 131 A. 714), it has no general equity jurisdiction (Power v. Grogan, 232 Pa. 387, 395, 396, 81 A. 416; Cutter’s Est., 286 Pa. 505, 507, 134 A. 489).

By Section 9 of the Act of June 7, 1917, P. L. 363, it is provided that the jurisdiction of the several orphans’ courts shall extend to “the specific execution of contracts made by decedents to sell and convey any real estate of which such decedents shall die seised, and of contracts made by decedents to purchase any real estate” (20 PS 2249), and “the sale of real estate of decedents for payment of their debts” (20 PS 2246), and “all cases within their respective counties, wherein executors, administrators, guardians, or trustees may be possessed of, or are in any way accountable for, any real or personal estate of the decedent” (20 PS 2252), with the further provision that “such jurisdiction shall be exercised under the limitations and in the manner provided by law” (20 PS 2254). As is pointed out in Cutler’s Est., 225 Pa. 167, 170, 73 A. 1111, “ownership by the testator at the time of his death is antecedently implied, and where such ownership can be affirmed with respect to any property, the executor is charged with accountability therefor, whether in or out of his possession, and the jurisdiction of the proper orphans’ court over both is complete.” The orphans’ court does not have jurisdiction to decide whether property which has never been included in the decedent’s estate as assets thereof and which is claimed by third parties should be so included (Sehnepf’s Est., 48 Pa. Superior Ct. 580; Cutter’s Est., supra); and that court does not have jurisdiction to set aside a conveyance alleged to have been made in fraud of creditors (Walkinshaw’s Est., 275 Pa. 121, 118 A. 766; Cutter’s Est., supra).

*194 “If at testator’s death the property is shown to have been in his possession, or if for any other reason it was presumptively his, a mere denial of his ownership unsupported will not oust tbe court of its jurisdiction, but the court may proceed with the investigation so far as to inform itself whether the denial is made in good faith and a substantial dispute exists”: Cutler’s Est., supra, p. 171. If the dispute as to possession and title to the property be a substantial one, the orphans’ court may not. ordinarily determine the matter in dispute, but it must be referred to a court of competent jurisdiction for that purpose. These principles are applicable to cases where the orphans’ court is petitioned for the purpose of authorizing a sale for the payment of debts, and it follows that the orphans’ court may here at least determine in limine whether a substantial dispute exists.

However, by the Act of June 7, 1917, P. L. 363, §9 [i] (20 PS 2249), the jurisdiction of the orphans’ court is extended to and embraces: “The specific execution of contracts made by decedents to sell and convey any real estate of which such decedents shall die seised, etc.,” and by the “Fiduciaries Act of 1917,” P. L. 447, §18 [a-f inc.] (20 PS 611-616), it is provided that the vendor or vendee, or their representatives, may petition the court for specific performance, and that court is given power to decree specific performance. The sections of the acts just referred to are respectively re-enactments of sections of the Act of February 24, 1834, and of the Act of April 28, 1899, although there are some slight changes in the new act which are not here important. It was settled that in such eases as were provided for in the former acts, “the jurisdiction of the orphans’ court is [was] exclusive, and that neither a common law court nor a chancellor has [had] jurisdiction in such cases”: Gable v. Whiteside, 242 Pa. 188, 193, 88 A. 931. The *195 same principles would seem to be applicable to the Acts of 1917.

For the purpose of determining the present controversy, it is not important to determine whether the question for the court was as to the sufficiency of the evidence to satisfy his conscience as a chancellor that the Klines would be entitled to specific performance or only that a substantial dispute existed, for, as a matter of law, the alleged vendees were not entitled to performance and consequently not even a substantial dispute existed.

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Cite This Page — Counsel Stack

Bluebook (online)
173 A. 847, 114 Pa. Super. 190, 1934 Pa. Super. LEXIS 247, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-lena-hartzell-pasuperct-1934.