Heilig Estate

13 Pa. D. & C.3d 1, 1979 Pa. Dist. & Cnty. Dec. LEXIS 57
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedJanuary 30, 1979
Docketno. 3297 of 1948
StatusPublished
Cited by4 cases

This text of 13 Pa. D. & C.3d 1 (Heilig Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heilig Estate, 13 Pa. D. & C.3d 1, 1979 Pa. Dist. & Cnty. Dec. LEXIS 57 (Pa. Super. Ct. 1979).

Opinion

GUTOWICZ, J.,

Ralph Bertolet Heilig (Heilig) died April 1,1948, having made a will dated March 20, 1948, in which he appointed Girard Trust Company as executor of his estate, to which company letters testamentary were granted April 23, 1948. Item 10 of Heilig’s will provided as follows:

“10. I give, devise and bequeath the rest, residue and remainder of my estate unto my Executors, and the survivor of them, In Trust, nevertheless, to invest and reinvest the same and to pay the net income therefrom unto my sister-in-law, Albertina Z. Stubbs, and, at her death, the same to be converted into cash and divided into four equal parts which I give and bequeath in the following manner: (my sister-in-law is to be given the privilege of selecting any of my personal effects, such as jewelry, old coins, furniture, silverware, etc.).
“One part to my niece, Ruth E. Heilig Bickham (last known address: 510 North Franklin Street, Phila., Pa.) if she can be located within one year, otherwise this portion is to be divided among the remaining three parts.
“One part to the Home for incurables — Phila., Belmont and Conshohocken Avenue — in memory of my loving wife, Anna E. Heilig.
“One part to the Mennonite Home, located at Frederick, Upper Frederick Township, Montgomery County, Pa., — in memory of my loving mother, Deborah Bertolet Heilig.
[3]*3“One part to the Shriners Hospital for Crippled Children, Roosevelt Boulevard — in memory of my dear father, George E. Heilig.” A copy of the will is annexed.

The testator was survived by his said sister-in-law (Stubbs) and his said niece (Bickham), the latter being his sole known intestate heir according to the Pennsylvania Law of Intestate Succession, 20 P.S. §1.3, now 20 Pa.C.S.A. §2103.

The account of Girard Trust Company, the executor of the Heilig Estate, was called for audit on May 2, 1949, before Judge Ladner of the Orphans’ Court of Philadelphia, who filed an adjudication dated June 3, 1949. A copy of said adjudication is attached hereto. The charitable beneficiaries under the will (the charities) did not appear at audit although they had received notices of audit which stated, in part: “This notice is sent to you in accordance with the rules of the court although you have been previously advised it would appear that your bequest is void, the will having been executed within thirty days of the testator’s death.” Copies of these notices of audit are annexed hereto. Bickham appeared through counsel in two capacities: as remainderman and heir-at-law.

Paragraph (i) of the statement of proposed distribution submitted to Judge Ladner on the audit of the executor’s account states: “The Court’s attention is directed to the fact that the decedent died within 30 days of executing his Will so that the legacies to the Home for Incurables, Mennonite Home and Shriners Hospital for Crippled Children are void.” A copy of the said statement of proposed distribution is annexed hereto. The aforesaid statement undoubtedly prompted the following statement by the auditing judge, at page 4 of the adjudication:

[4]*4“So far as the charities above named or referred to are concerned, the Court’s attention is directed to the fact testator died within thirty days of the execution of his will. Under Sec 7 (1) of the Wills Act of 1947, a charitable bequest in such circumstances is invalid ‘unless all who would benefit by its invalidity agree that it shall be valid.’”

There was no agreement by Bickham to validate the bequests to the charities named in Heilig’s will. Stubbs having survived the testator, Judge Ladner awarded the balance remaining for distribution to the Girard Trust Company, Trustee, “ ... in trust for the uses and purposes as declared by the will.”

The account is of the fund awarded in trust by Judge Ladner and is filed by reason of the death of Albertina Z. Stubbs (Stubbs), life tenant, on December 31, 1976. The trust terminates.

Ruth E. Heilig Bickham Fortugno (Bickham) died April 28, 1967, a resident of Brooklyn, Kings County, New York. A copy of her death certificate is annexed hereto. It is stated that no one has qualified to administer her estate and that her sole known next of kin is her aunt, Carrie Wilson, who still survives. The three charities mentioned in the will still exist.

On December 5, 1974, the Pennsylvania Supreme Court, in Cavill Estate, 459 Pa. 411, 329 A. 2d 503 (1974), declared section 7(1) of the Wills Act of April 24, 1947, P.L. 80, as amended, 20 P.S. §180.20 et seq., unconstitutional. The Pennsylvania Legislature repealed the successor to section 7(1) of the Wills Act of 1947, that is, section 2507(1) of the Probate, Estates and Fiduciaries Code, 20 Pa.C.S.A. §2507(1), on July 9, 1976.

[5]*5It is stated that notice of the audit has been given to all parties having a possible interest in the trust, including the attorney general as parens patriae for charities who has entered an appearance.

The statement of proposed distribution and notices to the parties in interest raise two issues for adjudication:

“(2) Ruth E. Heilig Bickham Fortugno having died April 28, 1967 prior to the termination of the Trust by the death of the life tenant,' Albertina Z. Stubbs, on December 31, 1976, does she fulfill the condition that she ‘be located within one year?’
“(1) The Testator having executed his Will March 20, 1948 and died April 1, 1948, are the remainder bequests to the Home for Incurables— Phila., Mennonite Home, and Shriners Hospital for Crippled Children valid and effective?”

The accountant took the following positions in its notices of audit, copies of which are annexed hereto:

“Upon advice of Counsel on the above facts, it is the position of the Accountant that the bequest of the one-quarter remainder interest to Ruth E. Heilig Bickham Fortugno was conditioned upon her surviving Mrs. Stubbs the life tenant, and being found within one year of the fife tenant’s death, that this condition was not met since she predeceased the fife tenant by almost ten years; and, accordingly, neither her estate nor her heirs at law if any, nor her assignees have any interest in the fund.
“Upon the advice of Counsel it is the position of the Accountant that the bequests to the three (3) named Charities, augmented by the gift to Ruth since she did not meet the conditions, are valid and [6]*6effective because of the unconstitutionality of the provision invalidating charitable bequests made by wills executed within thirty days of death contained in section 7(1) of the Wills Act of 1947.
“Accordingly, the Accountant intends at the audit to recommend to the Court that one-third of the principal and income accrued since December 31, 1976 be distributed to each of the three named Charities; namely: HOME FOR INCURABLES— PHILA., MENNONITE HOME, and SHRINERS HOSPITAL FOR CRIPPLED CHILDREN.”

Central Penn National Bank has entered its appearance as Executor of the Estate of Joel Cook Huber, deceased (Huber). Mr. Huber is alleged to have been an assignee of Ruth E.

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Bluebook (online)
13 Pa. D. & C.3d 1, 1979 Pa. Dist. & Cnty. Dec. LEXIS 57, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heilig-estate-pactcomplphilad-1979.