Piperberg Estate

87 Pa. D. & C. 26, 1952 Pa. Dist. & Cnty. Dec. LEXIS 73
CourtYork County Orphans' Court
DecidedDecember 20, 1952
StatusPublished

This text of 87 Pa. D. & C. 26 (Piperberg Estate) is published on Counsel Stack Legal Research, covering York County Orphans' Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Piperberg Estate, 87 Pa. D. & C. 26, 1952 Pa. Dist. & Cnty. Dec. LEXIS 73 (Pa. Super. Ct. 1952).

Opinion

Sheely, P. J.,

(fifty-first judicial district), specially presiding,

The first and final account of York Trust Company, David M. Piperberg and William Piperberg, executors of the estate of Jonas Piperberg, late of the City of York, York County, Pa., was filed in the office of the Register of Wills of York County on April 28, 1952, and, after due and legal advertisement, was presented to this court for audit and confirmation on June 4,1952, and continued for the purpose of hearing argument with respect to the correctness of certain disbursements of income, and finally closed on September 20, 1952.

The court of its own motion takes notice of the distribution of income as made by the accountants to the Western National Bank of York, guardian of Cevia Piperberg, a person under incapacity. The court finds it necessary to consider the propriety of this distribution. Comments and disposition of the subject appear hereinafter.

Jonas Piperberg, late of the City of York, York County, Pa., died on January 14, 1949, leaving a will dated December 13,1945, which was duly admitted to probate by the Register of Wills of York County, Pa., on January 25, 1949. By his will he made certain provisions (hereinafter more fully considered) for his wife, Cevia Piperberg, who had been a patient at the Harrisburg State Hospital since 1940. On February 28, 1949, Cevia Piperberg, also known as Celia Piper-berg, and Cecelia Piperberg, was adjudged a person of weak mind by the Court of Common Pleas' of York County, and the Western National Bank of York, Pa., was appointed guardian of her estate. The guardian then presented its petition to the court of common pleas for authority to file an election on behalf of its ward to take against the will of Jonas Piperberg. The court [28]*28of common pleas, on June 2, 1950, filed an opinion and decree discharging the rule to show cause and denying authority to the guardian to take against the will. Thereafter, on July 24, 1950, counsel representing various parties in interest filed a stipulation with the court of common pleas stipulating that the “opinion” as filed should be amended by adding to the last paragraph thereof the following paragraph:

“The estate herein created by the testator for the benefit of his widow, Civia Piperberg, sometimes known as Celia Piperberg, and as Cecelia Piperberg, is a life estate and the net income from the trust fund therein created is to be paid by the trustees thereof to the guardian of the estate of Civia Piperberg, sometimes known as Celia Piperberg, and as Cecelia Piper-berg, the Western National Bank of York, York, Pa. At the present time the income from said trust fund consists of rental payments on leased real estate held by the trustee and is more than adequate to care for and maintain Civia Piperberg, sometimes known as Celia Piperberg, and as Cecelia Piperberg.”

The court approved the stipulation and made an order accordingly.

Considering the order amending the opinion filed by the court of common pleas as a direction that the income from the estate should be paid to the guardian of Cevia Piperberg, the executors under the will of Jonas Piperberg paid to the Western National Bank of York, Pa., as guardian, the sum of $10,000 accumulated income. In their account as executors they have taken credit for this distribution. The credit cannot be allowed.

The difficulty seems to be that the executors misconstrued what was done in-the-court of common pleas' and what the court of common pleas had jurisdiction to do. That court did not order or direct the executors, or the trustees, to pay the income from the estate to [29]*29the Western National Bank, as guardian of Cevia Piperberg, as contended by counsel. The stipulation filed merely stipulated that the opinion of the court should be amended by adding the additional paragraph, and the order of court on July 24, 1950, merely directed that “the opinion rendered by this court on June 2, 1950, ... is hereby amended by adding to the last paragraph thereof the following paragraph: ...”

No amendment was made to the decree entered pursuant to the opinion which simply discharged the rule to show cause why the guardian should not be authorized to file an election to take against the will of Jonas Piperberg. That was the only decree or order entered by the court of common pleas and was the only decree or order which it had jurisdiction to enter.

The only matter before the court of common pleas for determination was whether the guardian should be permitted to file an election to take against the will. In determining that question the court was required to interpret the will to ascertain whether the needs and welfare of the ward were satisfactorily provided for: Harris Estate, 351 Pa. 368. In its original opinion the court had pointed out that “under the terms of the will the first object of testator’s bounty was his wife, he creating a trust fund which is for her benefit, and he further directs that the income and principal, if necessary, be used for her support and maintenance.”

The court therefore found that the needs of the incompetent were satisfactorily provided for and discharged the rule to show cause why the election should not be filed. The amendment made pursuant to the stipulation explained more fully this line of reasoning by pointing out that the estate created by the testator was a life estate and.that the net income from the trust fund is to be paid by the trustees thereof to the guardian of the estate of Cevia Piperberg.

[30]*30There was no question before the court of common pleas as to the distribution of the estate of Jonas Piperberg, and the court did not order the executors, or the trustees, to pay the income to the guardian of the estate of Cevia Piperberg, and it would have had no jurisdiction to order them to do so. The jurisdiction to adjudicate the will and to direct distribution of funds in the hands of executors is exclusively in the orphans’ court. Section 9(e) of the Orphans’ Court Act of June 7, 1917, P. L. 363, provided that:

“The distribution of the assets and surplusage of the estates of decedents among creditors and others interested” should be within the jurisdiction of the orphans’ court. “It is now the settled law, that the orphans’ court has exclusive jurisdiction over all things pertaining to the settlement and distribution of estates, including the claims of creditors, next of kin and legatees”: Linsenbigler v. Gourley, 56 Pa. 166, 172 (1867); Gerety Estate, 349 Pa. 417, 419 (1944); Marsteller’s Estate, 76 Pa. Superior Ct. 377, 380 (1921); Rambo’s Appeal, 123 Pa. Superior Ct. 565, 569 (1936). In the last cited case, the court held that the court of common pleas did not have jurisdiction to make distribution of the estate of a deceased weak-minded person to the heirs of such person, but that the balance in the hands of the guardian must be distributed to the personal representative for further proceedings in the orphans’ court. Any order of a court of common pleas attempting to adjudicate a will and to direct distribution would be a nullity and would not protect executors making payments thereunder. “An adjudication of a court without jurisdiction is ‘void and of no legal efficacy’ ”: Patterson’s Estate, 341 Pa. 177, 182 (1941).

It was suggested by counsel that since the court of common pleas was required to construe the will to determine whether the needs and welfare of the ward [31]

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Cite This Page — Counsel Stack

Bluebook (online)
87 Pa. D. & C. 26, 1952 Pa. Dist. & Cnty. Dec. LEXIS 73, Counsel Stack Legal Research, https://law.counselstack.com/opinion/piperberg-estate-paorphctyork-1952.