Schultz Estate

32 Pa. D. & C.2d 312, 1963 Pa. Dist. & Cnty. Dec. LEXIS 119
Pennsylvania Orphans' Court, Dauphin County·Decided July 16, 1963·No. no. 239 of 1958·Published·Cited by 2 cases

Opinion

Swope, P. J.,

— Hugo Schultz died, intestate, March 27, 1958, a resident of Enhaut, Dauphin County, Pa. Letters of Administration were duly granted to Lewis F. Adler, a member of the Dauphin County Bar. On November 7, 1960, administrator filed his first and final account, showing a balance in the estate for distribution of $85,827.57.

In his suggested schedule of distribution, filed concurrently with his account, administrator disclosed that certain persons, resident in Germany, claimed to be relatives of decedent within the ambit of consangunity required by the Intestate Act of April 24, 1947, P. L. 80, 20 PS §1.1, to entitle them to share in his estate. These persons are: Anna Lindeholtz, who claims to be the sister of decedent’s father, and seven persons, claiming to be the children of decedent’s father’s brothers and sisters, to wit: Anna Abel, Anna Gabriel, Ida Hahn, Carl Hochschild, Otto Wendel, Anna Wendel and Elise Jaensch.

The Commonwealth of Pennsylvania, contending that claimants have not proved the required relationship to decedent, claims as the ultimate heir of Hugo Schultz under the provisions of the Intestate Act or, in the alternative, that it is the rightful custodian of his estate under The Fiscal Code of April 9,1929, P. L. 343, art. XIII, sec. 1314, 72 PS §1314.

In the hearings subsequently held, claimants offered 88 exhibits consisting, inter alia, of birth, death and marriage records from Pennsylvania, Germany and Poland. In addition, a large number of letters, allegedly written by claimants or their ancestors to-[314] decedent and his sister in the United States, were furnished. Interrogatories from Germany were also submitted in support of the claims of the alleged heirs.

The Commonwealth objected to most of the documents and all of the interrogatories, contending that they were incompetent as hearsay evidence, not falling within the pedigree or ancient document exception to that exclusionary rule. The Commonwealth further contends that even though the evidence would be held competent, it is, nevertheless still not sufficient to produce clear, precise and definite evidence of claimants’ kinship: The District of Columbia’s Appeal, 343 Pa. 65 (1941).

Where it becomes necessary to establish relationship or pedigree, the law provides an exception to the hearsay rule, rendering testimony admissible as to statements or declarations with regard thereto made by another than the witness. In order for such testimony to be competent within the pedigree exception, however, the following requirements, as set forth in Sitler v. Gehr, 105 Pa. 577 (1884), at page 592, must be met:

“The rules of evidence applicable to pedigree cases are: 1. That the statements must be made ante litem motam. 2. Declarant must be dead. And 3. But a prior condition to both these is, that it should be proved by some source of evidence independent of the statement itself, that the person making the statement is related to the family about which he speaks: Smith v. Tebbitt, L. R., 1 P. & D., 354.”

In Gustav Lindeholz’s first interrogatory, he indicated that declarant upon the strength of whose declarations his knowledge of the kinship is based, was his mother. While 94 years of age, she is still living. Her [315] declarations, therefore, cannot he taken as falling within the exception.

In an effort to qualify his mother’s declarations in spite of the rule, her son claims in his interrogatories that she is “no longer fully-capable”. We are unwilling to accept his opinion with regard to his mother’s competency to testify as to her family tree. We know of no instance where the pedigree exception has been enlarged to make either advanced age or reduced mental capacity on account thereof the equivalent of being dead for the purposes of the rule. Even though we were willing to allow such an extension, under no circumstances should this be done except upon proper proof of an adjudication of incompetency or at least by otherwise legally competent medical evidence. In no case could a self-serving declaration, on the part of one directly interested in the outcome of the litigation, who has no special qualifications as an expert in such matters, be accepted. In a second interrogatory, Lindeholz, in an apparent effort to correct the inherent weakness in his answers in the first interrogatory, states that he also received information from several other persons who are deceased. There is no indication, however, as to which information was acquired from which person. We must assume, therefore, that each answer was supplied by the declaration of his mother, making this second interrogatory incompetent as the first.

Two other interrogatories were filed. These were from Anna Gabriel and Elise Jaensch. Declarants were Luise Hochschild, the alleged mother of Wilhelm Schultz and Karoline Hochschild Wendel, his alleged sister. Both of these declarants are dead. Before their declarations may be considered admissible, however, it must be shown by competent evidence dehors their declarations that they were related to Wilhelm Schultz, father of decedent.

[316] The same requirement attaches to each of the letters written by the alleged relatives of decedent. Claimants attempt to meet this requirement through the vital statistics from the United States, Germany and Poland.

The Commonwealth objected to the admission of birth, marriage and death certificates from Germany and Poland presented by claimants to show anything more than the mere fact of birth, marriage or death. This objection must be sustained, as the information on the documents is hearsay unless claimants can show that the law in Germany, as of the time the documents were recorded, was such that these documents would have been received into evidence. No such evidence was offered. In its absence, Pennsylvania law of that time must be presumed. See Linton v. Moorhead, 209 Pa. 646 (1904). The Uniform Judicial Notice of Foreign Law Act of May 4, 1939, P. L. 42, sec. 1, 28 PS §291, et seq., is not applicable to the law of foreign countries. See Lyon Trust, 164 Pa. Superior Ct. 140 (1949).

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Schultz Estate, 32 Pa. D. & C.2d 312, 1963 Pa. Dist. & Cnty. Dec. LEXIS 119 (Pa. Super. Ct. 1963).

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