Powell Estate

44 Pa. D. & C.2d 233, 1968 Pa. Dist. & Cnty. Dec. LEXIS 161
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedJanuary 8, 1968
Docketno. 561
StatusPublished

This text of 44 Pa. D. & C.2d 233 (Powell Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Powell Estate, 44 Pa. D. & C.2d 233, 1968 Pa. Dist. & Cnty. Dec. LEXIS 161 (Pa. Super. Ct. 1968).

Opinion

Klein, P. J.,

Elizabeth L. Powell died unmarried, on August 4, 1964, at the age of 82, a resident of Philadelphia. She had been a widow since [234]*2341932. A writing, bearing date May 23, 1963, was admitted to probate, as her last will, on August 10, 1964, by the Register of Wills of Philadelphia County. Letters testamentary were issued thereon to Boyd L. Spahr, Jr., a member of the Philadelphia bar, and Girard Trust Corn Exchange Bank (now Girard Trust Bank). Decedent’s entire estate was left to charity, under the provisions of this will.

Eutha Rihm, a niece, and Kenneth W. Amrhine, a grandnephew of testatrix, have appealed from the probate. They allege, inter alia, in their petition that:

“5. Your Petitioners believe and expect to be able to prove that at the time of the execution of said writing the physical and mental condition of the decedent were greatly impaired by illness and infirmity and that she was not a person of sound mind capable of disposing by Will of her estate and further that said writing was procured by undue influence, duress and constraint practiced upon said decedent by Boyd L. Spahr, Jr., and Stanley David Hart, an officer of Girard Trust Corn Exchange Bank (now Girard Trust Bank) said Boyd L. Spahr, Jr. and Girard Trust Corn Exchange Bank (now Girard Trust Bank) being named in said writing as Executors”.

A citation was issued to all parties interested in decedent’s estate as “heirs, relatives and next of kin, devisees, legatees or Executors” to show cause why the said appeal should not be sustained and the decree of the register set aside and an issue be directed to try by a jury the following questions of fact:

“1. Whether or not at the time of the execution of said writing the decedent was a person of sound mind.
“2. Whether or not the said writing was procured by undue influence, duress and constraint practiced upon said decedent by Boyd L. Spahr, Jr., and Stanley David Hart and others”.

Responsive answers were filed by the executors and [235]*235the charitable legatees, in which they make a complete denial of all of petitioner’s material allegations and ask for a dismissal of the petition.

At the outset of the hearings, counsel for the proponents challenged the right of the contestants to institute these proceedings, contending that it was necessary for them to establish, preliminarily, their relationship to decedent in order to have standing to be heard. The hearing judge confirmed this position, as a result of which considerable oral and documentary testimony was submitted by the contestants to prove their kinship.

From a study of this testimony, the hearing judge is satisfied that Eutha Rihm and Kenneth W. Amrhine, the contestants, as well as Frederick L. Luthardt, Viola L. Horan, Gloria Winegarden, Paul L. Luthardt, Maxine L. Rackaukus, alias dictus Maxine Rice, Irma Naomi Scheferman, Charles J. Luthardt, Myrtle Pannell and Dorothy M. Costin are all surviving issue of Elizabeth L. Powell’s deceased brothers and sisters and as such are her next of kin, entitled to her estate under the intestate laws. Accordingly, the contestants were permitted to continue with the proceedings.

The whereabouts of Maxine L. Rackaukus is unknown. A decree was entered on December 22, 1966, appointing Lisa A. Richette, Esq., as trustee ad litem to represent her interests in these proceedings.

In order to get a proper perspective of this case, it is necessary to review briefly the circumstances with relation to Verna Groves, Mrs. Powell’s only child.

Verna was married to Charles Groves, a successful wholesale grocer. No children were born of this marriage. Charles Groves died in 1961, leaving his entire estate of approximately $1,300,000 to Verna. On April 11, 1963, Verna made a will, in which she named Boyd Lee Spahr, Jr., and Girard Trust Corn Exchange Bank (now Girard Trust Bank) as executors and trustees.

[236]*236Under the provisions of her will, she created a trust in the sum of $250,000, and directed that “the trustees shall pay or apply the net income therefrom and so much of the principal as they deem necessary for the benefit and support of her mother, Elizabeth L. Powell, for life”. Upon the mother’s death, the principal of the trust was payable to the residuary legatees. She then bequeathed pecuniary legacies, totalling $160,000, to friends and relatives and to relatives of her deceased husband. The residue of her estate, which totalled approximately $850,000, she left in the following manner:

“TWELFTH: I direct that the residue of my estate, real and personal, shall be divided into nineteen (19) shares which I give as follows:
“ (a) 5 shares each to The Mother Church, The First Church of Christ, Scientist, in Boston, Massachusetts, and to the Lankenau Hospital, Overbrook, Pennsylvania, in memory of my husband, Charles Groves.
“(b) 1 share each to the American Red Cross Southeastern Pennsylvania Chapter, The Salvation Army in Philadelphia, American Cancer Society Philadelphia Division, Inc., Heart Association of Southeastern Pennsylvania, Goodwill Industries of Philadelphia and Vicinity, Society for Crippled Children and Adults of Montgomery County, Philadelphia Association for the Blind, Inc., Multiple Sclerosis Society and Arthritis and Rheumatism Foundation Eastern Pennsylvania Chapter”.

Verna died on May 4, 1963, which was less than 30 days after the date of the execution of her will, bringing into operation section 7 of the Wills Act of April 24,1947, P. L. 89, which provides:

“(1) Death Within Thirty Days; Religious and Charitable Gifts. Any bequest or devise for religious or charitable purposes included in a will or codicil ex[237]*237ecuted within thirty days of the death of the testator shall be invalid unless all who would benefit by its invalidity agree that it shall be valid. . .” (Italics supplied.)

As Verna had no children, the person who would benefit by the invalidity of the gifts to the charities was her mother, Elizabeth L. Powell, our decedent, who was entitled to the residue of Verna’s estate as her sole next of kin under the intestate laws.

When Verna died, Mrs. Powell was 81 years of age and resided alone in a small apartment in the Brighton Court Apartments, located at 6212 Chestnut Street in Philadelphia. She was suffering from some infirmities brought on by old age. In 1957 she had a breast removed because of malignancy. She also was plagued with an arthritic condition which caused her considerable pain and discomfort and resulted in her hospitalization in the Lankenau Hospital for a period of five days, from June 3,1963, to June 7,1963.

On May 9, 1963, five days after Verna’s death, Mr. Spahr and Stanley David Hart, Senior Trust Officer of Girard Trust Bank, assigned to the administration of Verna’s estate, called on Mrs. Powell, together with William J. Smedley, now retired, who was then an Assistant Treasurer of Girard. They informed her that the gifts to the charities would be invalid unless she agreed that they be paid. She refused to validate the gifts to the charities and decided that she would take the residue saying, “I’m like anybody else; I want the money”.

Mr. Spahr and Mr. Hart visited Mrs. Powell again a week later, on May 16, 1963, at which time she gave Mr.

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Bluebook (online)
44 Pa. D. & C.2d 233, 1968 Pa. Dist. & Cnty. Dec. LEXIS 161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/powell-estate-paorphctphilad-1968.