Glass v. Walters

86 Pa. D. & C. 295, 1953 Pa. Dist. & Cnty. Dec. LEXIS 106
CourtPennsylvania Court of Common Pleas
DecidedJuly 13, 1953
StatusPublished

This text of 86 Pa. D. & C. 295 (Glass v. Walters) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Glass v. Walters, 86 Pa. D. & C. 295, 1953 Pa. Dist. & Cnty. Dec. LEXIS 106 (Pa. Super. Ct. 1953).

Opinion

Sherwood, P. J.,

After the jury’s verdict in favor of plaintiff, defendant filed motions for a new trial and for judgment n. o. v. At the argument before the court en banc defendant’s motion for judgment n. o. v. was withdrawn as he had presented no written point for binding instructions.

[296]*296At the argument the sole question presented for the court’s determination was whether or not the testimony of Charles F. Glass, plaintiff, was incompetent and thus should have been excluded by the court, Glass being an alleged surviving party to a thing or contract under section 5(e) of the Act of May 23, 1887, P. L. 158, 28 PS §322.

At the trial plaintiff was called as a witness, asked a few preliminary questions, and when the question of ownership of the personalty involved in the suit was asked objection was made on the ground that he was incompetent as a witness, being the surviving party under the dead man’s rule, defendant’s contention being that the complaint of plaintiff showed on its face an admission of ownership by Bertha Walters, the deceased party. An examination of the complaint shows that this is incorrect, that there is no admission at any point. Defendant saw fit simply to object to plaintiff’s competency under the Act of 1887, but at no time requested an examination of plaintiff on his voir dire but relied upon the testimony of Walters himself in defense to establish the alleged fact of ownership of Bertha Walters. The court overruled the objection but stated that the objection could be heard at a later date when the matter could be fully determined. No effort was made by defendant to have the matter determined at a later date, nor was there any motion to strike out plaintiff’s testimony as being incompetent, which would have been the proper practice.

Under the cases cited by defendant decedent’s fiduciary was either plaintiff or defendant in the respective actions or they involved equity proceedings in which the deceased party had executed deeds, in some instances delivered and in others placed in escrow; none of them are suits instituted by one individual against another. Defendant in this instance set up an affirma[297]*297tive defense in that ownership was in Bertha Walters and that he claimed as executor under her last will and testament and that, therefore, Glass was incompetent to testify.

The jury’s verdict establishes the following facts:

Plaintiff was the owner of a list of farm equipment and other personal property which equipment was to be found on a farm belonging to defendant. Defendant had acquired title to the farm from his mother. At the death of defendant’s mother, plaintiff claimed the property and was refused access to it or delivery of it by defendant and defendant retained such property as his own. Defendant alleged that the property had belonged to his mother and that he took possession of it as a coexecutor of the last will and testament of his mother.

As competency is the rule and the burden is upon one alleging incompetency, he must show how the witness is incompetent and must do so at the time of his objection: Henry, Pennsylvania Evidence, vol. 2, §778. The Common Pleas Court of Delaware County in Gelbarth v. Moore, 29 Del. Co. 68 (1940), ably sets forth the requirements to sustain an objection of this nature:

“. . . six elements must exist before a witness may be disqualified under this section. These elements are as follows: (1) the deceased must have been a party to a thing or contract in his lifetime, (2) the thing or contract must be the subject of the controversy involved in the pending suit, (3) the deceased must have had an interest in the thing or contract, (4) the interest of the deceased must have passed, either by his own act or by the act of the law, to a party on the record in the pending suit who must represent such interest of the deceased in said suit, (5) the witness must have been the surviving party to such thing or contract or [298]*298have an interest therein adverse to the interest of the' deceased, and (6) the subject matter of the witness’ proposed testimony must relate to matters occurring in the lifetime of the deceased.”

This briefly sums up Pennsylvania law respecting the competency of a surviving witness.

In order for defendant to sustain his objection he must show (1) that Mrs. Walters was a party to this farm equipment during her lifetime; (2) that the farm equipment is the subject of the present controversy;’ (3) that Mrs. Walters had an interest in the property during her lifetime; (4) that her interest passed by her own act or by an act of law to a party on the record who must represent her interest in the suit; (5) that Mr. Glass’ interest is adverse to that of Mrs. Walters, and (6) that Mr. Glass’ testimony relates to matters occurring in the lifetime of the deceased.

Plaintiff admits that the property was on Mrs. Walters’ farm during her lifetime and that the farm equipment is the subject of the present controversy and that Mr. Glass’ testimony relates to matters occurring during the lifetime of the deceased. However, plaintiff insists that it has not been shown that Mrs. Walters had an interest in the property during her lifetime or that her interest passed to a party on the record who represents her interest and that Mr. Glass’ interest is adverse to any interest of Mrs. Walters, and that Mrs. Walters was not a party to this farm equipment during her lifetime.

The whole issue tried and decided by the jury was whether or not Mr. Glass purchased these items as against the averred ownership of Mrs. Walters by her son. The jury found that the property belonged to Mr. Glass and hence Mrs. Walters was not a party to these items. It must also be noted that Mr. Glass’ [299]*299testimony as to ownership did not depend upon transactions occurring between him and decedent. To outlaw his testimony as to title would be to presume defendant the owner. No such presumption exists: Cunningham v. Stoner, 10 Idaho 549 (1905), 41 A. L. R. 1048.

The province of the trial judge is important here, for upon objection, he must make the ruling as to competency.

“Since the Act of April 15, 1869, P. L. 80, all witnesses are prima facie competent, and the burden is on one objecting to the witness to make his incompetency affirmatively appear.”

This is primarily for the court. Where the question is doubtful, the court can hear the testimony and permit the jury to decide the question. Henry, Pennsylvania Evidence, supra, secs. 762, 779; Gordon v. Bowers, 16 Pa. 262 (1851). The jury has foreclosed a further decision; they found that Mr. Glass purchased or made the goods in question and that Mrs. Walters had no interest therein; hence, plaintiff’s testimony was found competent.

The same reasoning follows the question that pertains to Mrs. Walters’ interest in the property during her lifetime. She gained no interest from the testimony of plaintiff. She was not a party to the transactions giving rise to plaintiff’s cause of action or the transactions that gave rise to Mr. Glass’ claim of title to the farm equipment in controversy.' The issue in the case presented to the jury was whether or not Mr. Glass had purchased or made the items in question. The jury found in favor of plaintiff and, therefore, no interest existed as a matter of fact in Mrs. Walters.

The most involved question is whether or not defendant represents the interest of the deceased “on the record”.

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Related

Cunningham v. Stoner
79 P. 228 (Idaho Supreme Court, 1904)

Cite This Page — Counsel Stack

Bluebook (online)
86 Pa. D. & C. 295, 1953 Pa. Dist. & Cnty. Dec. LEXIS 106, Counsel Stack Legal Research, https://law.counselstack.com/opinion/glass-v-walters-pactcompl-1953.