O'Halloran v. Stauffer

462 A.2d 750, 315 Pa. Super. 591, 1983 Pa. Super. LEXIS 3325
CourtSuperior Court of Pennsylvania
DecidedJune 24, 1983
DocketNo. 149
StatusPublished
Cited by1 cases

This text of 462 A.2d 750 (O'Halloran v. Stauffer) 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
O'Halloran v. Stauffer, 462 A.2d 750, 315 Pa. Super. 591, 1983 Pa. Super. LEXIS 3325 (Pa. Ct. App. 1983).

Opinion

CAVANAUGH, Judge:

Warren C. Stauffer died on December 8, 1979 leaving a will executed less than three months before his death. The sole beneficiary named in his will was his brother, Joseph T. Stauffer, to whom letters of administration c.t.a. were granted by the register of wills. The appellee herein, Bebeann O’Halloran, contested the will and filed a petition for citation sur appeal from the decree of the register. The appellee claimed that the will was not signed by the decedent and that the signature thereon was forged and that the decedent lacked testamentary capacity. Shortly after filing the petition for citation sur appeal the appellee filed an election to take against the decedent’s will on the ground that she was the surviving widow. The matter came on for hearing before Judge Rahauser and the testimony was directed solely to the issue as to whether the appellee was the common law spouse of the decedent. No testimony was introduced concerning the issue of fraudulant signing of decedent’s will or lack of testamentary capacity. The court below dismissed the appeal from probate and an appeal was not taken from that determination. The court decided that the appellee had sustained her burden of proving a common law marriage and confirmed her election to take against the will. The exceptions of the administrator c.t.a. were dis[594]*594missed and he has appealed from the order of the court below.1

The first issue is whether the appellee, Bebeann O’Hallo-ran, was competent to testify as to her status as the common law wife of the decedent, Warren Stauffer. Ms. O’Halloran was permitted to testify over the objections of counsel for the administrator c.t.a. that she and the decedent entered into a common law marriage on July 26, 1970, while driving to Geneva-on-the-Lake. The testimony by Ms. O’Halloran was as follows:

Q. Was there anything which transpired on that trip?
A. He asked me to be his wife, and I said I would.
Q. Do you recall his exact words?
A. Yes, he said, “Will you be my wife?”
Q. And your response was what?
A. “I sure will.”
Q. Did you two exchange gifts at that time?
A. He gave me this ring.
Q. The ring you have on your finger now?
A. Yes.
Q. . Have you worn it continuously to this day?
A. I kept it in my rosary case in my purse at all times, and I started wearing it when I was carrying Roselyn, when we told everybody we were married.
Q. Why did you not take out a marriage license and have a formal ceremony?
A. His mother threatened him that she would leave the house to the grandchildren.
Q. Was the house still in her name?
A. Yes.

Ms. O’Halloran also testified that she started using the name Stauffer when she was pregnant with her daughter, [595]*595Roselyn, who was born on January 28, 1974. The decedent was Roselyn’s father. Further, appellee’s driver’s license, credit cards and bank accounts were in the name of Be-beann Stauffer, although she used the name O’Halloran at the Veterans’ Hospital where she was employed as a licensed practical nurse. Appellee testified that she and the decedent announced that they were married in the summer of 1973. She subsequently referred to Warren Stauffer as her husband and Warren likewise acknowledged her as his wife. She testified that she moved into Warren’s house after his mother died in July of 1977 and lived there until August, 1978, when she moved out because of a disagreement over their daughter Roselyn’s going to school. In addition to the testimony by the appellee concerning her status as the common law wife of decedent, there was testimony by several other witnesses that she and Warren acknowledged being married and represented to the community that they were husband and wife.

The first issue that we must deal with is whether Ms. O’Halloran’s testimony was admissible in view of Pennsylvania’s Dead Man’s Statute, Act of July 9, 1976, P.L. 586 No. 142, 42 Pa.C.S.A. § 5930 which is substantially a reenactment of the Act of May 23, 1887, P.L. 158, No. 89. The Act provides in pertinent part:

Except as otherwise provided in this subchapter, in any civil action or proceeding, where any party to a thing or contract in action is dead, or has been adjudged a lunatic and his right thereto or therein has passed, either by his own act or by the act of the law, to a party on the record who represents his interest in the subject in controversy, neither any surviving or remaining party to such thing or contract, nor any other person whose interest shall be adverse to the said right of such deceased or lunatic party, shall be a competent witness to any matter occurring before the death of said party or the adjudication of his lunacy, unless the issue or inquiry be devisavit vel non, or be any other issue or inquiry respecting the property of a deceased owner, and the controversy is [596]*596between parties respectively claiming such property by devolution on the death of such owner, in which case all persons shall be fully competent witnesses.

The court below allowed the admission of Ms. O’Hallo-ran’s testimony on the basis of the devisavit vel non exception to the Dead Man’s Act.2 The question of whether the alleged surviving spouse may testify to establish her status as a common law wife is not one to which a ready answer is available. In McGrath’s Estate, 319 Pa. 309, 179 A. 599 (1935) a claim was made to the widow’s exemption by one claiming to be the common law wife of a decedent who died intestate. The court held that she could testify and stated at 319 Pa. 315, 179 A. 602: “... nor is there any doubt of the competency of a surviving spouse to testify where, as here, the claim is to be taken by devolution.” The court cited the Act of May 23, 1887, P.L. 158, § 5, clause (e), 28 P.S. § 322. See also, Kennedy v. Rossi, 182 Pa.Super. 176, 126 A.2d 531 (1956). In Jacob’s Estate, OC-117-79, Adams County, 1981, unreported opinion by Judge Spicer, which was affirmed by the Supreme Court, Per Curiam, 494 Pa. 135, 430 A.2d 1153 (1981) the lower court stated:

The hearing on the family exemption occurred November 23, 1979. At the hearing, this Court ruled that Lizette Jacobs was competent to testify to establish her common law marriage to Lloyd Jacobs. The Court interpreted the exception in the Dead Man’s Statute, 42 Pa.C. S.A. § 5930, to issues of devisavit vel non and disputes [597]*597between parties claiming by devolution to exempt petitioner from the Act’s proscription.

The courts of this Commonwealth do not speak with one voice in dealing with the issue of devisavit vel non and devolution. In Wagner Estate, 398 Pa. 531, 159 A.2d 495 (1960) the appellant claimed to be the wife of a decedent by virtue of a common law marriage. She filed an election to take against the will which the lower court struck from the record.

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Related

In Re Estate of Stauffer
462 A.2d 750 (Supreme Court of Pennsylvania, 1983)

Cite This Page — Counsel Stack

Bluebook (online)
462 A.2d 750, 315 Pa. Super. 591, 1983 Pa. Super. LEXIS 3325, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ohalloran-v-stauffer-pasuperct-1983.