Kelsey Estate

81 Pa. D. & C. 90, 1951 Pa. Dist. & Cnty. Dec. LEXIS 200
CourtPennsylvania Orphans' Court, Montgomery County
DecidedApril 16, 1951
Docketno. 34,229
StatusPublished

This text of 81 Pa. D. & C. 90 (Kelsey Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Montgomery County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kelsey Estate, 81 Pa. D. & C. 90, 1951 Pa. Dist. & Cnty. Dec. LEXIS 200 (Pa. Super. Ct. 1951).

Opinion

Holland, P. J.,

The account shows losses on the conversion of securities and the writing [91]*91off of worthless securities in the total sum of $73,-304.79, which would be the amount involved and in controversy if the question of surcharge ever got before the court as an issue. The aim of this petitioner in this proceeding is to obtain a review of the adjudication on the first account of the trustee in order to raise this issue on exceptions.

The accented facts in the petition of petitioner (who was in blockaded Berlin during the period under consideration) are contained in the following averment:

“In the fall of 1944 your petitioner, who was then in the United States Army, was ordered to Europe where he has remained except for short visits home in the summer of 1946, March of 1948 and in July of 1950. At the time of the audit of the first account of the trustee, December 6, 1948, your petitioner was an employe of the Department of the Army and was stationed in Berlin, Germany, with the Office of Military Government. A notice of the audit, dated November 17, 1948, was not received by your petitioner until December 5, 1948, one day before the audit. On December 13, 1948, your petitioner acknowledged receipt of the notice and requested that a copy of the account be sent to him. The copy of the account was not received by your petitioner until January 17,1949. Immediately thereafter, on January 23, 1949, your petitioner made detailed inquiries concerning the investment losses shown in the account. Thereafter there was further correspondence concerning these losses but your petitioner has received no explanation which he considers satisfactory.”

The answer of the trustee, Fidelity-Philadelphia Trust Company, raising preliminary objections, suggests two impediments: 1. Notice as required by law and applicable rules of court was given. 2. All other persons who have joined in the petition as copetitioners, [92]*92who admittedly received legal notice and could have no possible ground for review but for the institution of this proceeding by petitioner, cannot ride along on his ground for review, if he has any, and participate in a total surcharge if any were obtained. As to this second objection it is sustained and this question will not be considered further. That a person who has no right of action himself cannot use another’s right of action as a vehicle to smuggle himself into a position of recovery seems too obvious to need discussion. The court will only consider the first question which is framed in the briefs of petitioner and respondent, respectively, as follows:

“Cannot the court, as a matter of grace, grant a review of an account regardless of whether notice requirements have been technically complied with?”

“Does the posting of an air mail letter nineteen (19) days before an audit constitute adequate notice thereof?”

The relevant Montgomery County Orphans’ Court Rules are as follows:

Section 9, Rule 3. — “Actual notice of the filing of accounts shall be given by the fiduciary or his attorney, a reasonable time before the audit thereof, to: (1) Persons claiming an interest in the estate as creditor, legatee, next of kin, or otherwise, who have given written notice of their claims to the accountant or his attorney; . .

Section 3, Rule 9. — “Unless otherwise directed by these rules or by special order, notices shall be given so that at least five full days intervene between the day of hearing or the day fixed for the performance of any act, and the day on which personal service was had, or letter of notice was mailed, or the last publication appeared.”

All these local rules are superseded where inconsistent by the Uniform Orphans’ Court Rules promul[93]*93gated by the Supreme Court. Of these rules the relevant ones are as follows:

Section 6: Accounts and Distribution

Rule 3. Notice to Parties in Interest

“No account shall be confirmed unless the accountant has given written notice of the filing of the account and the call thereof for audit or confirmation to every unpaid creditor who has given written notice of his claim to the accountant and to every other person of whom the accountant has notice or knowledge who claims an interest in the estate as beneficiary or next of kin.”

Section 5: Notice

Rule 1. Method

“Except where otherwise provided by a rule adopted by the Supreme Court or by an Act of Assembly, whenever notice is to be given a person, it shall be given . . . (b) if there is no such attorney, by personal service, delivery at the residence of such person or by mail, if his residence is known.”

RuleS. Time for Notice

“Whenever notice of the intention to do any act is required, such notice shall be given at least ten days prior to the doing of the act, unless a different period is specified by a rule adopted by the Supreme Court or by an Act of Assembly.”

The trustee who was the accountant, complied with the strict requirement of giving notice. Petitioner’s residence was known but obviously personal notice could not be given him. The alternative allowed by section 5, rule 1, was resorted to by giving him written notice by mail. It was given in due time as required by section 5, rule 3, of the uniform rules. That rule required notice to be given at least 10 days prior to the audit. In fact, it was given 19 days before the audit. Petitioner argues that the giving of the notice should not be counted as the time of mailing but should [94]*94be counted as the time he received it, which was one day before December 6, 1948, the audit day. If this were true it would be an exception to every other instance in the law where notice by mail is required or allowed. All legal notices by mail are completed when the notice is put into the United States mail and for obvious reasons. Were it otherwise, the person sending the notice would be held to be a guarantor not only that the addressee received it but that he received it on time. This was never intended in the law.

What principle of justice applies in this situation? It might be defined as a rule of common sense as applied to practical human relations. While it is the duty of the sender of the notice to use all reasonable means to see that the addressee gets it, it cannot be said that the addressee is free of all responsibility to make himself reasonably available. He must be expected to be aware of his interests, their extent, and their location and, if he contemplates going to a place or entering upon travels that he must know will render him inaccessible to communication, it is not unreasonable to place upon him the responsibility of leaving his affairs in charge of some responsible agent or attorney-in-fact of his choice who would be readily accessible to notice of proceedings affecting his interests. Even less consideration is due one who negligently becomes a wanderer or drifter. Were this not the law, a premium would be put on negligence, sloth, and dilatoriness, while thrift, alertness, and a sense of responsibility would be put at a discount. Proceedings would be unduly delayed and other parties interested therein, who were diligent would, through no fault of their own, suffer- inconvenience, if nothing worse.

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Bluebook (online)
81 Pa. D. & C. 90, 1951 Pa. Dist. & Cnty. Dec. LEXIS 200, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kelsey-estate-paorphctmontgo-1951.