Rogers Estate

17 Pa. D. & C.3d 410, 1980 Pa. Dist. & Cnty. Dec. LEXIS 187
CourtPennsylvania Court of Common Pleas, Chester County
DecidedSeptember 3, 1980
Docketno. 809-1978
StatusPublished

This text of 17 Pa. D. & C.3d 410 (Rogers Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Chester County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rogers Estate, 17 Pa. D. & C.3d 410, 1980 Pa. Dist. & Cnty. Dec. LEXIS 187 (Pa. Super. Ct. 1980).

Opinion

GAWTHROP, J.,

We have before us the petition of nine exceptants,1 all citizens of Northern Ireland, seeking leave to use oral depositions, written interrogatories, or letters rogatory, to furnish evidence to this tribunal in support of their claim that they are maternal first cousins to decedent, who died intestate, and are thereby entitled to share in the estate.

Mark Joseph Rogers of Philadelphia, the sole surviving paternal first cousin of decedent, has been designated by the administrator as the sole heir of the estate. He opposes the petition, citing the general rule that “a person who claims as heir to an intestate estate in this Commonwealth is required to appear before the Pennsylvania Court in person to establish his claim.” Slotkin Estate, 16 Fiduc. Rep. 555, 561 (1965). See, also, Garrett’s Estate, 335 Pa. 287, 6 A. 2d 858 (1939); Martinzik Estate, 25 D. & C. 2d 701 (1962); Sochanczak Estate, 29 D. & C. 2d 609 (1963).

Exceptants, respond that the relatively small amount of the estate, approximately $11,000, together with the expense of transporting nine people from Ulster to West Chester and back, warrants an exercise of our discretion by not requiring strict compliance with the doctrine of Slotkin. We agree.

Our review of the relevant rules of procedure, today in effect, leads us to conclude that the orphans’ court division, just as the regular court of common pleas, is authorized to allow the taking of depositions of distant witnesses for use as substantive evidence at trial.

Our analysis begins with Pennsylvania Orphans’ Court Rule 3.1, which states that, “except where [412]*412otherwise provided . . . the pleading and practice [in Orphans’ Court] shall conform to the- pleading and practice in equity in the local Court of Common Pleas.” Equity procedure, in turn, “shall be in accordance with the rules relating to the action of assumpsit” except as otherwise provided in the equity chapter: Pa.R.C.P. 1501.

Orphans’ Court Rule 3.6 specifically refers to the practice relating to depositions and provides that:

“The local Orphans’ Court, by general rule or special order, may prescribe the practice relating to depositions, discovery, production of documents and perpetuation of testimony. To the extent not provided for . . . the practice relating to such matters shall conform to the practice in the Trial or Civil Division of the local Court of Common Pleas.”

Further, Pa.R.C.P. 4001(a)(1), the preamble to the Discovery Chapter, provides: “The rules of this chapter apply to any civil action or proceeding [as] law or in equity brought in or appealed to any court which is subject to these rules. . . .” We conclude that the discovery rules are applicable to actions in the orphans’ court division.

Turning in the Discovery Chapter to Pa.R.C.P. 4020, we note the provisions pertaining to a distant or a “going” witness:

“(a) At the trial, any part or all of a deposition, so far as admissible under the rules of evidence, may be used against any party who was present or represented at the taking of the deposition or who had notice thereof if required, in accordance with any one of the following provisions: . . . (3) The deposition of a witness, whether or not a party, may be used by any party for any purpose if the court finds ...(b) that the witness is at a greater distance [413]*413than one hundred (100) miles from the place of trial or is outside the Commonwealth, unless it appears that the absence of the witness was procured by the party offering the deposition, or . . . (e) upon application and notice that such exceptional circumstances exist as to make it desirable, in the interest of justice and with due regard to the importance of presenting the testimony of witnesses orally in open court, to allow the deposition to be used.”

In his brief, counsel for designated heir Mark J. Rogers cites four cases, supra, in support of his claim that exceptants are required to appear personally before this court. In all of those, petitions by foreign claimants to submit evidence from abroad without a personal appearance were denied. We find these cases distinguishable from the matter at bar and indeed supportive of the result here reached.

The decision in Garrett’s Estate, supra, affirming the lower court’s refusal to grant a petition for letters rogatory2 to a court in Germany is not a general rule abolishing the taking of testimony of witnesses in foreign countries. Rather, the court, at 'p. 292, explicitly states: “[I]t is impracticable to lay down a general rule that will determine when such a peti[414]*414tion should be granted and when it should be refused. The circumstances of the particular case must control.” The court further states at 293:

“The Court must take care on the one hand that it [order to take testimony] is not granted when it would be oppressive or unfair to the opposite party, a!nd on the other hand that a party has reasonable facilities for making out his case, when from the circumstances there is a difficulty in the way of witnesses attending at the trial.”

In Garrett, the estate was worth millions of dollars. There was a nine-year unexplained delay between decedent’s death and the petition before the court, during which time the German petitioner’s health deteriorated so that he could no longer travel safely. Also significant was the American claimant’s allegation that petitioner was involved in a conspiracy with the administrators to establish petitioner’s fraudulent claim of kinship. The court found that full cross-examination on the alleged fraud could not be accomplished by written interrogatories accompanying letters rogatory, stating at 298: “It is common experience that answers in oral cross-examination and the manner in which they are given, suggest other questions; that such lines of inquiry cannot be anticipated, and that frequently the discovery of truth is dependent on the exercise of the right immediately to pursue the examination.”

This fact is known to any trial lawyer. Effective cross-examination is a living, dynamic phenomenon, and although it is usually more successful after preparation, it cannot be some prefabricated script in a can. Like a trained running back, the skilled cross-examiner must be free to reverse his [415]*415field, to suddenly slip through an evanescent crack in his opponent’s defense. He must be able to seize that moment, and if the questioning procedures preclude such,, they are not worthy to .be called “cross-examination.” The English philosopher, Jeremy Bentham, called cross-examination “a security for the correctness and completeness of testimony.” Rationale of Judicial Evidence, b. II, ch. IX, and b. Ill, ch. XX.

Mr. Justice Lewis Powell, in reversing the verdict in Chambers v. Mississippi, 410 U.S. 284, 295, 93 S. Ct. 1038, 1045-6, 35 L.Ed. 2d 297, 308-9 (1973), well stated:

“[Chambers] . . . was not allowed to test the witness’ recollection, to probe into the details of his alibi, or to ‘sift’ his conscience. . . . The right of cross-examination is more than a desirable rule of trial procedure. It. . . helps assure ‘the accuracy of the truth-determining process’. . . . [I]ts denial or . . . diminution calls into question the ultimate “‘integrity of the fact-finding process’”. . . .”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Chambers v. Mississippi
410 U.S. 284 (Supreme Court, 1973)
Garrett's Estate
6 A.2d 858 (Supreme Court of Pennsylvania, 1939)
Commonwealth v. Harold Roller
100 Pa. Super. 125 (Superior Court of Pennsylvania, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
17 Pa. D. & C.3d 410, 1980 Pa. Dist. & Cnty. Dec. LEXIS 187, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-estate-pactcomplcheste-1980.