Loudenslager Will

240 A.2d 477, 430 Pa. 33, 1968 Pa. LEXIS 669
CourtSuperior Court of Pennsylvania
DecidedApril 16, 1968
DocketAppeal, No. 73
StatusPublished
Cited by32 cases

This text of 240 A.2d 477 (Loudenslager Will) 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
Loudenslager Will, 240 A.2d 477, 430 Pa. 33, 1968 Pa. LEXIS 669 (Pa. Ct. App. 1968).

Opinions

Opinion by

Mr. Justice Jones,

This appeal presents a narrow issue: was the “last family or principal residence” of Adam Loudenslager (decedent) in Montgomery County so as to vest the register of wills of that county with jurisdiction to probate his will?

For a number of years, decedent owned and resided in a property known as 2716 North Ruth Street, Philadelphia, wherein he had maintained an apartment above his business shop since approximately 1940 and which he continued to maintain until the date of his death on July 27,1966. Between August and November 1965, decedent stayed with his daughter, a Mrs. Gross, at 10406 Haldeman Avenue, Philadelphia, and, thereafter, stayed with the same daughter until the early part of May 1966 at an apartment house in Philadelphia. At that time, he returned to live at 2716 North Ruth Street, Philadelphia, and remained there until July 8, 1966. The record reveals beyond any question that, until July 8, 1966, decedent’s “family or principal residence” was in Philadelphia.

For a period of a year or more prior to his death, decedent, 83 years of age, had been suffering from various illnesses which had physically handicapped him to the extent that he required some help in dressing and taking care of himself. On July 8, 1966, several of decedent’s children took him to the home of one of his daughters, a Mrs. Frisch, who lived at 3596 Glen Way, Huntington Valley, Montgomery County, and he remained there until July 13, 1966, at which time he was removed to a nursing home in Philadelphia. He remained at that nursing home until July 16, 1966 when he was again taken to Mrs. Frisch’s home in Montgomery County.1 After remaining there approxi[36]*36mately six days, he was admitted to the Jean.es Hospital, Philadelphia, wherein he was a patient until his death, five days later, on July 27, 1966. Decedent’s physical presence in Montgomery County was approximately two weeks.

On August 10, 1966, three of decedent’s children probated a will, dated July 13, 1966, in Montgomery County and the register of wills of that county issued letters testamentary to these children who were nominated in such will as executors. Approximately four months later, Mrs. O’Brien and Mrs. Rothsching, two children excluded under decedent’s will (contestants), filed a petition for an appeal from the probate of the will alleging (a) lack of testamentary capacity, (b) undue influence, and (c) that decedent’s residence at the time of death was in Philadelphia and not Montgomery County. The latter allegation was the only one considered in the court below, and, on this appeal, is the sole question before us.

After hearing, the Orphans’ Court of Montgomery County found that decedent had intended to abandon his Philadelphia domicile, to make Montgomery County his new domicile and that Montgomery County at the time of decedent’s death was his “last family and principal residence.” Exceptions to this decree having been dismissed, the court entered the final decree from which this appeal was taken.

Initially, the court below concluded that, since the proceeding was an appeal from the probate of a will, it was the burden of the contestants to produce evidence to set aside the probate decree.2 With that conclusion we do not agree.

[37]*37Where the appeal challenges the validity of the will itself the burden is upon the contestants, once execution of the will has been shown and the facts of probate established, to prove the invalidity of the instrument: Brantlinger Will, 418 Pa. 236, 242, 210 A. 2d 246 (1965) and authorities therein cited (testamentary capacity); Mitchell Will, 420 Pa. 218, 215 A. 2d 676 (1966) (undue influence); De Maio Will, 363 Pa. 559, 70 A. 2d 339 (1950) (undue influence); Brehony v. Brehony, 289 Pa. 267, 270, 137 A. 260 (1927) (forgery). However, where the appeal attacks the jurisdiction of the register of wills to probate a will a different rule prevails.

The sole place of probate of a will of a Pennsylvania resident is mandated by statute to be the county wherein such person had “his last family or principal residence” (Act of June 28, 1951, P. L. 638, §301, 20 P.S. §1840.301) at the time of his death. Under our case law, “residence”, in the statutory sense, is synonymous with “domicile” (Obici Estate, 373 Pa. 567, 570, 571, 97 A. 2d 49 (1953)). “The domicile of a person is the place where he has voluntarily fixed his habitation with a present intention to make it either his permanent home or his home for the indefinite future:”: Publicker Estate, 385 Pa. 403, 405, 123 A. 2d 655 (1958). See also: Dorrance's Estate, 309 Pa. 151, 172, 163 A. 303 (1932). We further said in Publicher, supra: “To effect a change of domicile there must be a concurrence of the following factors: (1) physical [38]*38presence in the place where domicile is alleged to have been acquired, and (2) an intention to make it his home without any fixed or certain purpose to return to his former place of abode: [citing an authority].” (pp. 405, 406).

In determining a person’s domicile, the language of the United States Supreme Court, almost a century ago in Mitchell v. United States, 21 Wallace 350, is most appropriate: “A domicile once acquired is presumed to continue until it is shown to have been changed. Where a change of domicile is alleged the burden of proving it rests upon the person making the allegation. . . . Mere absence from a fixed home, however long continued, cannot work the change [of domicile]. There must be the animus to change the prior domicile for another. Until the new one is acquired the old one remains. These principles are axiomatic in the law upon the subject.” (p. 353). See also: Price v. Price, 156 Pa. 617, 625-627, 27 A. 291 (1893); Dorrance’s Estate, supra; Pusey’s Estate, 321 Pa. 248, 265, 184 A. 844 (1936); Obici Estate, supra.

In the case at bar, it is not disputed—indeed, it could not be—that up until July 8, 1966—19 days prior to his death—the domicile of decedent was in Philadelphia County which had been his domicile for many, many years. The question at issue is whether the decedent had changed his domicile to Montgomery County and the burden of proving that such a change of domicile had been effected was not upon the contestants, as the court below held, but upon the proponents of the probate of the will: Price v. Price, supra, pp. 625-627; Barclay’s Estate, 259 Pa. 401, 404, 405, 103 A. 274 (1918); Dorrance’s Estate, supra, 172; Pusey’s Estate, supra, 265, 266 (1936); Obici Estate, supra, pp. 571, 572; Ritz Estate, 8 Pa. D. & C. 2d 115 (1956). It was the duty of the proponents of the probate of [39]*39this will, by clear and satisfactory proof, to overcome the presumption that decedent continued to retain his domicile in Philadelphia County. That the procedure involved in this litigation was an appeal from the probate of the will did not shift the burden to the contestants. Unlike an appeal from probate which challenges the validity of the will, i.e., lack of testamentary capacity, forgery, undue influence, etc., wherein we review the manner in which the court below arrived at its determination, the instant appeal attacks the competency of the court below, by reason of lack of jurisdiction, to make any determination.

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Bluebook (online)
240 A.2d 477, 430 Pa. 33, 1968 Pa. LEXIS 669, Counsel Stack Legal Research, https://law.counselstack.com/opinion/loudenslager-will-pasuperct-1968.