McCabe's Estate

29 Pa. D. & C. 56, 1937 Pa. Dist. & Cnty. Dec. LEXIS 225
CourtPennsylvania Orphans' Court, Montgomery County
DecidedMarch 17, 1937
Docketno. 38, file no. 43901
StatusPublished

This text of 29 Pa. D. & C. 56 (McCabe's 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
McCabe's Estate, 29 Pa. D. & C. 56, 1937 Pa. Dist. & Cnty. Dec. LEXIS 225 (Pa. Super. Ct. 1937).

Opinion

Holland, P. J.,

Norristown-Penn Trust Company and Montgomery National Bank filed their petition with the Register of Wills of Montgomery County alleging the existence of a testamentary writing of decedent in safe deposit box no. 660 in the vaults of Montgomery Trust Company, the keys to which box were in the possession or control of Dolores E. McCabe and Dennis A. O’Neill, alleging that petitioners are executors named in the will, and praying that a citation be issued, directed to Montgomery Trust Company, Dolores E. McCabe, and Dennis A. O’Neill, requiring them to produce the testamentary writing and deposit it in the register’s office for probate.

A citation was directed to each of said respondents on January 14, 1937, and served on each of them personally the same day, together with a copy of the petition.

Within 15 days from the service of the citation each of the respondents filed an answer with the register in which each of them admitted certain facts in the petition and averred other facts, Montgomery Trust Company submitting itself to the order of the register and the other two respondents praying that the petition be dismissed and petitioners ordered to sign a petition for letters testamentary.

On February 15,1937, the register certified the record of the proceeding to the orphans’ court of this county. On the same day, Norristown-Penn Trust Company and Montgomery National Bank filed a petition in the orphans’ court containing about the same averments as the origi[58]*58nal petition in the register’s office, and other averments as to the stages of the proceeding up to that time, the failure of respondents to produce and deposit the will, and praying for a rule upon respondents to show cause why an attachment should not issue against them for contempt in failing to comply with the citation of the register of wills. The rule was granted, returnable February 23, 1937. The rule was personally served upon each respondent on February 17, 1937.

On February 23, 1937, Dolores E. McCabe and Dennis A. O’Neill filed their answer in the orphans’ court, Montgomery Trust Company having filed its answer in said court on February 20, 1937. Each answer admits certain of the averments and makes new averments, these answers containing about the same substance as the respective respondents’ answers to the petition filed with the register.

A hearing was had on the petition and answers on February 24, 1937.

Jurisdiction

It is admitted that Thomas J. McCabe died a resident of Norristown, Montgomery County; therefore the register of wills of this county has jurisdiction of the probate of his will and granting letters testamentary thereon, and this court has jurisdiction of the administration of his estate. Both the Register of Wills of Montgomery County and this court have jurisdiction of this particular proceeding.

Procedure

The proceeding is conceived under section 8 of the Register of Wills Act of June 7, 1917, P. L. 415. The order of procedure seems to be, first, a petition to the register for a citation directed to the person or persons alleged in the petition to have the possession or control of the alleged will; next, the register issues the citation. It requires the person served to produce and deposit the same in the register’s office for probate. It must be served personally.

[59]*59At this point one of three events may occur within 15 days from the date of personal service. Respondent may produce the testamentary writing and deposit the same in the register’s office for probate; he may file an answer to the petition and citation denying that he has the possession or control of it; he may not file an answer and ignore the citation, in which latter case, we take it, the allegations in the petition stand undenied.

If an answer is filed, it is the duty of the register forthwith to certify the record of the proceeding to the orphans’ court of the county, which court hears the case on the petition and answer so certified with the record to the court: Brown’s Estate, 16 Berks 192.

“It will be observed that there is no provision in the act for the taking of testimony by the Register to try the question as to whether a will was made or whether the parties cited had it in their possession or control. And yet, where an answer has been filed denying knowledge of or possession of the supposed testamentary writing, the party making the denial and controverting the allegations of the petition, is entitled to be heard, and the merits of the issue ought to be determined before an attachment is awarded”: Brown’s Estate, supra.

It might be further observed that there is no provision in the act for the register’s making any order or decree other than such as might be included in the citation issued by him. It necessarily follows, therefore, that if an answer is filed by respondent denying the existence of, or the possession or control of, the testamentary writing, and as above indicated the only tribunal that can try those issues is the proper orphans’ court, the first and only decree in such a controverted case can only be made, after hearing, by such orphans’ court.

The hearing in this case was had on the petition for a rule to show cause why an attachment should not issue against respondents and their answers thereto. Respondents O’Neill and McCabe argue that this was premature, and, strictly speaking, we are inclined to hold that they [60]*60are right in this contention. The hearing should have been upon the petition for citation and answers thereto, originating before and filed with the register and duly certified to this court. It makes no material difference, however, as affecting the rights and responsibilities of respondents, because, as above pointed out, the averments in the respective petitions and the admissions, denials, and averments in the respective answers are substantially the same. Furthermore, the controlling facts, as will hereinafter develop, are admitted on the whole record by all parties concerned. We have only, therefore, to make a formal finding of those admitted facts and make the appropriate decree.

Statement of questions involved

The questions involved are: (1) Does the testamentary writing alleged to be the last will and testament of decedent actually exist? (2) If so, where is it located? (3) If it exists and its location is ascertained, what person or persons has or have the possession or control of it?

Respondents O’Neill and McCabe have interposed the question as to whether one of the petitioners, alleged to be one of the executors named in the testamentary writing and a testamentary trustee thereunder, can choose as its counsel a certain attorney or firm of attorneys at law, over the objection of parties interested under the terms of the testamentary writing. We hold that neither this nor any other question or questions, other than those above enumerated, can be involved: See Foster’s Estate, 78 Pitts. 248, 44 York 34.

Findings of fact

Decedent in his lifetime, on February 16, 1932, rented safe deposit box no, 660 of Montgomery Trust Company, Norristown, this county. The box is typical of such as are let by institutions doing a similar business. In its banking building located in Norristown, this company has set apart and enclosed a space wherein a heavy steel frame [61]*61or structure is attached to the floor by its own weight and other mechanical devices.

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Cite This Page — Counsel Stack

Bluebook (online)
29 Pa. D. & C. 56, 1937 Pa. Dist. & Cnty. Dec. LEXIS 225, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccabes-estate-paorphctmontgo-1937.