Kennedy v. Stauffer, Etc.

162 A. 484, 107 Pa. Super. 5, 1932 Pa. Super. LEXIS 124
CourtSuperior Court of Pennsylvania
DecidedApril 29, 1932
DocketAppeal 58
StatusPublished
Cited by1 cases

This text of 162 A. 484 (Kennedy v. Stauffer, Etc.) 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
Kennedy v. Stauffer, Etc., 162 A. 484, 107 Pa. Super. 5, 1932 Pa. Super. LEXIS 124 (Pa. Ct. App. 1932).

Opinion

Opinion by

Stadtpeld, J.,,

This is an appeal by complainants from a decree dismissing a bill in equity seeking to have defendant declared a trustee on their behalf as to a certain fund distributed to defendant under a decree of distribution by the Superior Court of California in the estate of Robert Vance Kennedy, deceased.

Robert Vance Kennedy died on the 13th day of March, 1927, testate, in the city and county of San Francisco, state of California, where his will was duly probated on the 7th day of April, 1927.

His last will and testament, inter alia, provides as follows: “Fourth. I give, bequeath and devise all the rest of and residue, wherever situate and whatsoever kind, to my niece, Mrs. J. Stauffer of 55 Belvidere Street, Crafton, Pennsylvania, who I kindly ask to distribute to my brothers and sisters (if alive) or to their heirs the pro rata amount that would be given to them leaving distribution of same to said niece’s judgment.”

He left surviving him a brother and sister and certain nephews and nieces, children of a deceased brother and deceased sisters, on whose behalf this bill was filed, and Mrs. J. Stauffer, the defendant, a niece, child *8 of a deceased brother. Testator’s residuary estate consisted of $8,209.27 which was distributed and paid over to defendant under the decree of distribution of the Superior Court of California in and for the county of San Francisco on June 21, 1928.

Complainants in their bill of complaint claimed title to a share in said residuary estate under the will of testator and which defendant refused to distribute to them. A copy of the exemplification of the record of the Superior Court of California in the matter of the estate of Eobert Yance Kennedy is attached to the bill.

The answer of defendant claims the fund in dispute was distributed and paid to her by the executors in her own right and as her own property under and by virtue of the decree of the Superior Court referred to. That under the will of said testator, under the laws of the State of California, the entire residuary estate vested absolutely in defendant. That the court of common pleas of Allegheny County is without jurisdiction, and that if plaintiffs have any interest in said residuary estate, said right must be adjudicated in the Superior Court of California, which defendant claims has sole and exclusive jurisdiction over the matters. That the said superior court had adjudicated and determined all the matters alleged in the bill of complaint, and its decree was unappealed from and in' full force and effect and conclusive as to all of the plaintiffs in the bill.

The matter came on for hearing before MoNattgeek, J. The exemplification of the record in the Superior Court of California in and for the city and county of San Francisco was offered in evidence. It was admitted of record that said court was a court of record and had jurisdiction of the estate of said testator at the time of its decree.

The court found, inter alia, that the sum in controversy, comprising the residue of the estate of said *9 testator was paid to defendant under the decree of the Superior Court of California, which decree was in the following language: “It is hereby further ordered, adjudged and decreed that the sum of eighty-two hundred nine and twenty-seven hundredths ($8,209.27) dollars, together with the remaining personal property herein above described be and the same is hereby distributed to Mrs. J. Stauffer.” That neither the exemplification of the record nor anything in the testimony indicates that any steps were taken by plaintiffs, or any of them, to set aside or modify said decree. That there was no complaint on part of plaintiffs that they did not have notice of the proceedings in California and that the exemplification of the record discloses that the California court knew at the time of its decree that there was at least one living brother of decedent.

The chancellor here found that the language used by the testator is not sufficient under the laws of the State of California to create a trust, and that his court has no jurisdiction. That the jurisdiction of the California court, unquestioned insofar as it affected the estate of decedent, included distribution of the residue thereof and that its decree is not subject to attack here, and directed a dismissal of the bill. From the decree dismissing the bill this appeal is taken.

The controlling question in this case is the one of jurisdiction. If the California court had exclusive jurisdiction of the subject matter in controversy, its decree cannot be attacked in a collateral proceeding in another state.

In William Hill Co. v. Lawler, 116 Calif. 359, the court said: “The distribution of any estate includes the determination of the persons who by law are entitled thereto, and also the proportions of parts to which each of these persons is entitled.”

Section 1666 of the code of court procedure of the state of California says, inter alia: “Such order or *10 decree is conclusive as to the rights of heirs, legatees or devisees, subject only to be reversed, set aside or modified in appeal.”

That the Superior Court of California must have had under consideration, in the distribution of the estate, the question of whether or not a trust was intended to be created under the will of testator, and decided adversely thereto, is apparent from the fact that it recognized the assignment by defendant of “a portion of her distributive share of the above entitled estate, to-wit, the sum of one thousand ($1,000) dollars” to March H. "Warner, and distributed that amount to said assignee.

The California court in construing the residuary clause in this will apparently followed the authorities in that state. In estate of Browne, 175 Calif. 361, the testator, after making a bequest to his son, added “save and except that I desire that he pay out of said property to Miss Cara MeG-arvey the sum of $200 and to Miss Edith John's the sum of $200.”

The Supreme Court of that state by Melvin, J., said: “Clearly the words above quoted are not sufficient to create a precatory trust in favor of the appellants. Whatever may be the rule elsewhere, ‘it is the settled rule in California that precatory words are not to be regarded as creating a trust, unless it appears that the testator intended to impose an imperative obligation and to exclude the exercise of discretion on the part of the person to whom the recommendatory words are addressed’: Est. of Purcell, 167 Calif. 176-179. ------‘It is' to be observed that testator’s desire is expressed not to his executor but to one of the beneficiaries under his will. Under such circumstances it may only be regarded as a mere request, and not as partaking of the nature of a command’: Est. of Marti, 132 Calif. 666; Est. of Pfarr, 144 Calif. 121.”

In Mulchaey v. Doro, 131 Calif. 73, the court said: *11 “A proceeding to secure a decree of distribution is essentially of tbe nature of one in rem.”

In William Hill Co. v.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Nichols Estate
24 Pa. D. & C.2d 247 (Allegheny County Orphans' Court, 1961)

Cite This Page — Counsel Stack

Bluebook (online)
162 A. 484, 107 Pa. Super. 5, 1932 Pa. Super. LEXIS 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kennedy-v-stauffer-etc-pasuperct-1932.