Kelby Estate

80 Pa. D. & C. 1, 1952 Pa. Dist. & Cnty. Dec. LEXIS 201
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedMarch 28, 1952
Docketno. 3421 of 1949
StatusPublished

This text of 80 Pa. D. & C. 1 (Kelby 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
Kelby Estate, 80 Pa. D. & C. 1, 1952 Pa. Dist. & Cnty. Dec. LEXIS 201 (Pa. Super. Ct. 1952).

Opinion

Lefever, J.,

— Textatrix died on October 10, 1937. Her net estate of $2,160.87 was awarded by Judge Bolger, in adjudication dated February 21, 1950, to the Frankford Trust Company, trustee under her will. The current account of the trustee has been filed to afford life tenant an opportunity to petition this court “to have the trust terminated”.

The trust arises under the residuary clause of testatrix’s will wherein she gave the residue of her estate in trust to pay the income therefrom to her son, George W. Ufford, for life, and upon his death to distribute the principal to his issue, per stirpes, and in default of issue to the sisters of decedent living at the death of life tenant. The will contains a spendthrift clause covering “both income and principal”.

The life tenant is almost 64 years of age. He has been married three times, but has had no issue. He has not had, nor been capable of having, sexual relations for the past eight years. Before their marriage five years ago, both he and his present wife understood that they could not have children because of his impotency [3]*3and the hysterectomy performed upon her a number of years earlier.

Upon petition of life tenant, the auditing judge appointed David Turnoff, M.D., “to make a physical examination of George W. Ufford, petitioner, and to report to the court as to whether or not it is physically possible for George W. Ufford to have issue in the future”. Dr. Turnoff, a prominent specialist in internal medicine, assisted by Dr. Horace Weinstock, a genito-urinary specialist, and by Dr. Scott P. Verrei, the family physician, made careful and exhaustive physical and laboratory tests in this case. In addition, Dr. Verrei had “treated Mr. Ufford for impotence since April 1950 with aphrodisiacs, prostatic massage, oral and parenteral testosterone, and psychotherapy, without the slightest benefit”. The medical report concluded that Dr. Turnoff, Dr. Weinstock, and Dr. Verrei were of the “opinion that it is physically impossible for Mr. George W. Ufford to have issue in the future”.

For many years there was an irrebuttable presumption of law that an individual was capable of having issue until the date of his death, irrespective of his age or physical incapacity. See Sterrett’s Estate, 300 Pa. 116 (1930), and Straus’ Estate, 307 Pa. 454 (1932). This inflexible rule has been relaxed in recent years to recognize the practicalities rather than pure theory. Accordingly, women have been judicially determined to be incapable of having issue upon medical proof of the performance of a hysterectomy: Honeywell Estate, 70 D. & C. 472 (1950); Cranston Trust, 1 Fid. Rep. 363 (1950); and Batchelor Trust, 1 Fid. Rep. 365 (1950). Likewise, women have been determined to be incapable of having issue upon the basis of medical testimony that they had completed the menopause or had reached an age at which medical statistics indicated that child bearing did not occur: Leonard’s Estate, 60 D. & C. 42 (1947); Lare’s Estate, [4]*457 D. & C. 163 (1946); Barnsley’s Estate, 59 D. & C. 653 (1947) ; Daly’s Estate, 26 Dist. R. 299 (1917) ; see Macfarlan Trust, 1 Fid. Rep. 367 (1949) ; Brooke’s Estate, 15 Dist. R. 137 (1905) (affirmed) 214 Pa. 46 (1906)) and Gowen’s Appeal, 106 Pa. 288 (1884). So also, where medical examination by four experts produced the unanimous opinion that the “Fallopian tubes . . . were occluded” and “that this condition, due to an infection, cannot be changed by operative procedure”, a 27-year-old woman was held incapable of having issue: Bell v. Lebanon Casualty Trust Company Trustee, 66 D. & C. 624 (1948).

The theory upon which the cited cases proceed is aptly stated by Judge Augustus N. Hand in City Bank Farmers’ Trust Co. v. United States, 74 F. (2d) 692, 693, 694 (C. C. A. 2nd, 1935), as follows:

“It is true that the medical books contain a trifling number of cases, how well authenticated we do not know, where women 59 years of age and over have borne children. But, since verification of offspring to women of 55 years and over began to be attempted by the United States Department of Commerce, there have been from the years 1923 to 1932, inclusive, no recorded births to such women. During that period the total number of births was 20,389,873, without a single child having been borne to a woman of 55 years or over. In view of the statistics, we may conclude that the chance that the life tenant here would have issue after the death of the testator was negligible.

“. .. the statistics show that in the case of a woman between 50-54 years of age there is the slight chance of .0001 that she may have children. Therefore, while it is not necessary to say that possibility of issue must be treated as extinct among women between 50 and 54 years of age, it seems clear that those beyond the latter age are to be regarded as wholly past childbearing. . . . The certainty that a woman who has reached [5]*550 years will not bear children is far greater than that which attends most other human affairs and to which rules of law have to be made and applied.”

No cases have been cited by counsel, and independent research has failed to reveal, any case in which a judicial finding has been made that a man is incapable of having issue. This absence of cases is probably owing to the uncertainty and difficulty of determining medically that a man is sterile.

In recent years medical science has progressed rapidly in diagnosis and prognosis. 'What formerly was mere conjecture is now accepted fact. Even so, the medical profession can speak with absolute and uncontrovertible certainty on only a limited number of matters. Nonetheless, in other fields of the law the courts have been content to accept medical opinion and adjudicate cases involving life, liberty and property upon the basis thereof. Daily, physicians testify as to the extent of injuries and the disability flowing from them in tort cases and juries and judges return verdicts based on such opinion. Likewise, psychiatrists testify as to their opinion of the sanity or insanity of defendants in capital cases and juries and judges impose or withhold even the death penalty on such opinion. In other cases, on the basis of similar medical opinion, individuals may be deprived of their freedom and confined in mental institutions.

The difficulty of ascertaining with exactness and definiteness that a man is sterile is conceded. However, it appears that such a diagnosis is no more uncertain than that in each of the above illustrations. There seems to be no justification for courts not to make a finding of sterility of a male where the medical facts strongly so indicate. For example, if a man by surgery or accident has been castrated, his sterility can be determined absolutely. So also, in cases of disease and similar situations.

[6]*6The instant case is an excellent example. The life tenant has testified that he has neither had, nor been able to have, any sexual relations for eight years, during five of which he was married to a new wife with whom he was eager to have such relations. In addition, three well-known experts in the medical profession: an internist, a genito-urinary specialist, and a general practitioner, have made exhaustive physical and laboratory tests on the life tenant. All of these tests led them to the measured conclusion that the life tenant “is impotent and sterile’’.

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Related

Straus's Estate
161 A. 547 (Supreme Court of Pennsylvania, 1932)
Rehr v. Fidelity-Philadelphia Trust Co.
165 A. 380 (Supreme Court of Pennsylvania, 1933)
Sterrett's Estate
150 A. 159 (Supreme Court of Pennsylvania, 1930)
Bowers' Trust Estate
29 A.2d 519 (Supreme Court of Pennsylvania, 1942)
Twining's Appeal
97 Pa. 36 (Supreme Court of Pennsylvania, 1881)
Appeal of Gowen
106 Pa. 288 (Supreme Court of Pennsylvania, 1884)
Brooke's Estate
63 A. 411 (Supreme Court of Pennsylvania, 1906)

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Bluebook (online)
80 Pa. D. & C. 1, 1952 Pa. Dist. & Cnty. Dec. LEXIS 201, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kelby-estate-paorphctphilad-1952.