Simmons Estate

28 Pa. D. & C.2d 792, 1962 Pa. Dist. & Cnty. Dec. LEXIS 54
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedDecember 12, 1962
Docketno. 1327 of 1957
StatusPublished

This text of 28 Pa. D. & C.2d 792 (Simmons 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
Simmons Estate, 28 Pa. D. & C.2d 792, 1962 Pa. Dist. & Cnty. Dec. LEXIS 54 (Pa. Super. Ct. 1962).

Opinion

Klein, P. J.,

By decree of this court, dated June 10, 1957, Blanche Simmons was adjudicated an incompetent, and George F. Ellison was appointed guardian of her estate.

The present account has been filed because of the death, on November 17,1960, of the said Blanche Simmons.

All parties in interest appear to have had notice of the audit.

Philadelphia Orphans’ Court Rule 142.1 (g) provides :

[794]*794“Testamentary Writings. All testamentary writings of the incompetent found by the guardian, or in the possession of any other person, shall, at the time of the filing of the inventory, be submitted by the guardian or such other person to the Hearing Judge for his inspection, together with a photographic type copy to be retained by the judge for his private file.”

To the complete surprise of the auditing judge, counsel produced a photocopy of a formally prepared will on five typewritten pages, apparently executed by Blanche Simmons, the incompetent. Under its provisions her interest in a property in Wildwood, New Jersey, which she inherited from her sister, was devised to Reverend George F. Ellison, the present accountant; and the rest of her estate was left to Reverend Ellison and Lela Flagg as trustees. The trust gave Stanley W. Simmons, Blanche’s brother, the income for life with the right to live in premises 127 North Ruby Street, which they owned jointly, for his life. Upon his death, legacies were given in the sum of $500 to St. Ignatius Church and $250 to Reeve Memorial Presbyterian Church. One-half of the balance was bequeathed to Eva Wells, under certain specified conditions and the remaining one-half was bequeathed to Reverend Ellison. It is not necessary to recite the other provisions of the will, as they conform to those usually employed in setting up trust estates.

Ordinarily, in auditing the account of the guardian of the estate of a deceased incompetent who died leaving a will, the balance for distribution would be awarded to the executors, when duly appointed and qualified. Under the circumstances of this case, however, such an award would be futile, because it is clear beyond question that decedent, at no time, possessed sufficient intellect to make a will.

Blanche Simmons appeared before the present auditing judge on two occasions, viz., June 5 and June 10, [795]*7951957, in the proceedings to adjudge her an incompetent. She was on the witness stand on both dates, and the auditing judge had the fullest opportunity to study her and form an opinion as to her mental capacity.

She was a small, somewhat microcephalic negress, about four feet eight inches tall, around 50 years of age. She was pleasant but obviously mentally deficient. She had never attended school; thought ten times ten was 20; did not know how much change she would get from a dollar if she bought a loaf of bread for 25 cents. She did not know how many pennies were in a dollar or how much she had to pay to go to the movies. Furthermore, she did not have the slightest notion as to the value of the little house at 127 North Ruby Street, where she lived, and when asked by the court whether she would sell it for a million dollars, she replied that she did not know whether she would.

Her mental deficiency was so obvious that the auditing judge assumed responsibility for adjudging her an incompetent without ordering a medical examination, as is usually required in incompetency cases.

The auditing judge does not have the benefit of formal medical or psychiatric training, but he has had sufficient experience in incompetency proceedings to know that Blanche Simmons was so mentally deficient from birth as to be completely lacking in the degree of understanding required to transact business affairs of any kind or to make a will.

Blanche Simmons obviously manifested strong evidence of primary or congenital amentia, which has been defined as subnormal development of the mind, with particular reference to intellectual capacities. Amentia differs from dementia, which has a wider meaning and ordinarily implies that the individual at one time possessed healthy and relatively intact mental faculties, from which he subsequently regressed.

The terms idiot, imbecile, and feeble-minded are [796]*796generally used to designate the degree of mental deficiency in amentia. In the case of idiots, the defectiveness exists to such a degree that they are unable to guard themselves against common physical dangers and have an intelligence quotient (I.Q.) of less than 25. In the case of imbeciles, the mental impairment does not amount to idiocy, yet is so pronounced that they are incapable of managing themselves or their affairs, or of being taught to do so. An imbecile possesses an I.Q. of between 25 and 50. The feeble-minded require care, supervision, and control for their own protection and are incapable of receiving proper benefit from instruction in ordinary schools. They are also referred to as morons and their I.Q.’s may range from 50 upward.

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Bluebook (online)
28 Pa. D. & C.2d 792, 1962 Pa. Dist. & Cnty. Dec. LEXIS 54, Counsel Stack Legal Research, https://law.counselstack.com/opinion/simmons-estate-paorphctphilad-1962.