Miller's Estate

17 Pa. D. & C. 127, 1931 Pa. Dist. & Cnty. Dec. LEXIS 296
CourtPennsylvania Orphans' Court, Montgomery County
DecidedSeptember 2, 1931
DocketFile No. 35733
StatusPublished

This text of 17 Pa. D. & C. 127 (Miller'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
Miller's Estate, 17 Pa. D. & C. 127, 1931 Pa. Dist. & Cnty. Dec. LEXIS 296 (Pa. Super. Ct. 1931).

Opinion

Holland, P. J.,

— On March 7, 1930, William Henri Bergey, sole executor and trustee under the will of Rachel St. Clair Miller, deceased, filed his petition for a citation directed to. George M. Miller, sole executor and trustee under the will of James S. Miller, deceased, and Montgomery Trust Company, the trustee and executor to be substituted at the death of said George M. Miller, to show cause why an inquest in partition should not be awarded.

In the petition, the petitioner claims to be seised of the legal title to one-half of all the real estate of which decedent died seised, Rachael St. Clair Miller having been devised a one-half undivided interest therein by the decedent, and being so thereof seised died and devised her said one-half undivided interest to petitioner as trustee.

On April 4, 1930, George M. Miller filed his answer. It contains several paragraphs, but they all may be classified as setting up two defenses, one that Rachael St. Clair Miller had only a life interest in one-third of the rents of the real estate and not a one-half interest in the fee under the will of decedent as alleged in the petition, and, therefore, nothing passed to the petitioner, the trustee under her will. The second defense is res adjudicata in that, the said Rachael St. Clair Miller having been declared a weak-minded person, the court of common pleas, in passing upon whether she should be permitted to take against her husband’s (the decedent’s) will, incidentally expressed the opinion that she was entitled to a life interest in one-third of the rents of the real estate; further, that two accounts of the trustee of the decedent had been audited and confirmed in which her guardian was awarded one-third of the rents accounted for. On April 4, 1930, Montgomery Trust Company filed its answer, in effect adopting as its own the answer of George M. Miller.

The facts of the case are undisputed. Decedent died December 31, 1924, leaving a will dated December 7, 1900, probated in Montgomery County January 7, 1925. He left to survive him a wife, Rachael St. Clair Miller, and one son by a former marriage, George M. Miller. Said son has children living. Rachael St. Clair Miller was by the court of common pleas of this county, as [128]*128of No. 6, February Term, 1925, decreed a weak-minded person and Norris-town-Penn Trust Company appointed guardian of her estate. On September 20, 1926, said guardian petitioned the court for leave to take against the will of decedent, and by decree of January 21, 1927, for the reasons set out in the opinion, the prayer of said petition was denied [Miller’s Estate, 9 D. & C. 657].

Rachael St. Clair Miller died January 14, 1928, leaving a will dated October 24, 1921, probated in this county January 30, 1928. In it she appointed James B. Jacoby and William Henri Bergey executors, and named James B. Jacoby trustee of part of the proceeds of the residue of her estate; which she ordered sold. James B. Jacoby renounced his right to letters and letters testamentary were granted to William Henri Bergey solely. Said James B. Jacoby renounced his right to act as testamentary trustee. William Henri Bergey was appointed substituted trustee by this court.

On February 24, 1927, this court confirmed nisi an adjudication in the Estate of James S. Miller, wherein one-third of the accumulated rents was awarded to the guardian of Rachael St. Clair Miller. On April 16, 1928, a second adjudication was confirmed nisi, wherein a similar distribution of rent in a like proportion was awarded said guardian. No exceptions were filed to either adjudication, nor was any appeal taken therefrom. A copy of the will of the decedent, James S. Miller, is appended to the petition and answer. A copy of the will of Rachael St. Clair Miller is appended to the petition, as is also a schedule of all the real estate of which James S. Miller died seised. Also attached to the answer are copies of the opinion sur the petition of the guardian of Rachael St. Clair Miller above referred to and of the two adjudications above referred to.

Section two of the Orphans’ Court Partition Act of June 7, 1917, P. L. 337, as amended by the Act of April 27,1927, P. L. 449, provides that the jurisdiction of this court “shall be exercised bn the petition ... of any devisee having an interest in the real estate in question in a case of testacy ... or of any . . . heir ... or devisee of any party in interest.”

The questions to be decided, therefore, are, first, whether Rachael St. Clair Miller was a devisee under the will of decedent; secondly, if so, what the quantum of her devise was, considering preliminarily whether the question as to the quantum is res adjudicata as contended, and, lastly, whether her title passed to petitioner in his capacity of executor or trustee.

The first question is not in dispute. It is conceded that she was a devisee under decedent’s will, which leads us to the second and main question as to the quantum of her devise. We cannot agree with respondents that this question is res adjudicata. The primary requisite to make this a valid defense is that in the former action the controversy was between the same parties and the subject matter thereof the same concerning which the court’s judgment has been made upon all relevant matters that were or could have been raised. As stated in Hay v. Hillegass, 275 Pa. 497: “Where the court has jurisdiction of the cause of action, the subject matter and the parties, the judgments and decrees entered are conclusive of all relevant matters which were or could have been raised.” Considering, first, the opinion of the court of common pleas as to whether the wife of decedent would be permitted to take against his will, the respondents, although parties to the record, are not really essential to the proceeding. It is essentially an ex parte proceeding to determine primarily what is the best interest of the spouse, who is non sui juris. Furthermore, the subject matter of the proceeding is not to settle the rights of the spouse under the will finally. The quantum of her rights might be con[129]*129sidered incidentally, but what that quantum was in this case was neither raised nor more than incidentally considered, merely to get to the primary question as to whether she should be permitted to take against the will. The decision in the last analysis was on the broad ground that owing to her advanced age she did not need the amount from this estate that the intestate laws would give her. The essential subject matter of this proceeding was not to try title nor determine the quantum of decedent’s real estate due his wife under the will. It decided solely she must take under the will.

Much less is the confirmation of the two adjudications above referred to res adjudicata. The subject matter was the rents of real estate, not the real estate itself, and not only was the question of the title to the real estate not raised, but it could not possibly have been raised. Vanderbilt’s Estate, 4 D. & C. 209, held that a ruling in the adjudication of an account of a trustee as to the devolution of the income of a share of the residue is not res adjudicata on the audit of a subsequent account as to the devolution of the principal of that share remaining in the hands of the trustee. How much more so would the parallel rule above expressed apply in the case of real estate where the former adjudication dealt only with rents thereof.

What, then, was the quantum of the devise to Rachael St. Clair Miller of the decedent’s real estate under the terms of the will?

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Cite This Page — Counsel Stack

Bluebook (online)
17 Pa. D. & C. 127, 1931 Pa. Dist. & Cnty. Dec. LEXIS 296, Counsel Stack Legal Research, https://law.counselstack.com/opinion/millers-estate-paorphctmontgo-1931.