Sivak Estate

53 A.2d 858, 161 Pa. Super. 323, 1947 Pa. Super. LEXIS 347
CourtSuperior Court of Pennsylvania
DecidedApril 17, 1947
DocketAppeals, 79 and 81
StatusPublished
Cited by11 cases

This text of 53 A.2d 858 (Sivak Estate) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sivak Estate, 53 A.2d 858, 161 Pa. Super. 323, 1947 Pa. Super. LEXIS 347 (Pa. Ct. App. 1947).

Opinion

Opinion by

Reno, J.,

These are cross appeals from the final decree calculating the owelty in partition proceedings. They were consolidated and argued upon a joint record.

Decedent, Mike Sivak or Michael Sivack, died intestate on April 12, 1943, leaving negligible personal property and a parcel of real estate which is the basis of this contest. His daughter, Julia Suvak, one of the appellants, alleging that she was the sole heir, secured letters of administration on June 25, 1943. She administered the estate, and the personal estate being insufficient, paid out of her own funds the funeral bills, costs *325 of administration, and other items. She filed her account on April 23, 1945.

Meanwhile, on April 17, 1944, Michael Sivack, Jr., the other appellant, alleging that he was a son of decedent, filed a petition for partition of the real estate. An answer was filed denying that he was a legitimate child; testimony was taken; an opinion was rendered declaring Michael a legitimate child and that he and Julia were tenants in common; and partition was awarded. Subsequently, the real estate was allotted to Michael at his written bid of $2800.

Thereafter, Julia filed a petition praying that the fund raised in the partition proceedings be charged with the expenditures which she had made out of her own funds in the settlement of her father’s estate, and for which she claimed an equitable lien. Michael objected, and petitioned for the allowance of counsel fees, costs, and expenses incurred in the partition proceedings. Intermediate proceedings, not pertinent here, ensued; testimony was taken; an auditing judge entered a nisi calculation of owelty which, upon exceptions, was modified, and became the final decree from which both parties. appealed. The calculation is printed in the margin. 1

*326 No. 79 — Julia Suvak’s Appeal.

Julia’s complaint is that her so-called equitable lien was not allowed, and that the item, “To Julia Suvak, Judgment, costs and expenses $695.92” should be increased by adding $651.47, expended by her out of her own funds for her father’s funeral and medical bills, the cost of administering the estate, and debts of the decedent. She had not instituted a cautionary action required by the Fiduciaries Act of June 7, 1917, as amended, §15 (a), 20 PS §521, within a year after decedent’s death, and for that reason her claim was rejected. A fiduciary who uses her own funds to pay the debts of a decedent is subrogated to the rights of the creditors, but her rights are not higher than theirs, and since they would have been barred by their failure to bring actions within the period prescribed by the Fiduciaries Act, she is not entitled to payment out of the real estate. Erick’s Est., 342 Pa. 212, 20 A. 2d 195.

It is contended that Julia’s claim is ruled by Gibson Est., 153 Pa. Superior Ct. 413, 34 A. 2d 159. In that case a legatee was held to be estopped from contesting an administrator’s claim, arising out of the advancement of his own funds to settle the estate, upon the ground that a cautionary suit had not been instituted within one year. The legatee had had possession of the will for nine years before the testator’s death, and offered it for probate only two days before the expiration of the one year period. The concealment of the will from the administrator, who had no knowledge of its existence, was the circumstance which estopped her.

Plere Julia argues that Michael is estopped because he did not assert that he was a legitimate son of the decedent until he filed his petition for partition more *327 than a year after the decedent’s death, and in the meantime Julia had incurred the expenditures which form the basis of her claim. Julia testified that Michael had said to her that the decedent was not his father, and that “he didn’t have anything to do with it [the arrangement for the funeral] because Dad wasn’t his father.” Michael denied the statements. There is no explicit finding of fact by the auditing judge, possibly because the Gibson case was not called to his attention, or perhaps his denial of her claim indicates rejection of the testimony because it lacked credibility. 2 At all events, a favorable finding of fact which, being dependent upon the credibility of witnesses we cannot make, is required to sustain Julia’s position. In its absence, there is no factual basis for the application of the doctrine of the Gibson case.

No. 81 — Michael Sivack’s Appeal.

Michael objects to the inclusion of several items in the allowance “To Julia Suvak . . . $695.92”, and they will be considered seriatim.

1. Included is $89.60 for the fees of witnesses called by Julia in the hearing on Michael’s petition for partition. This was allowed under the Orphans’ Court Partition Act of June 7,1917, P. L. 337, §35 (a), 20 PS §1524, which provides: “The costs in all cases of partition . . . with a reasonable allowance to the petitioners for counsel fees, to be taxed by the court, or under its direction, shall be paid by all the parties in proportion to their several interests” (Emphasis added). “The term costs is a comprehensive one, including in its ordinary acceptation, officer’s fees, as well as the party’s own charges for witnesses, where witnesses can legally *328 be called and examined”: Penna. R. R. Co. v. Keiffer 22 Pa. 356, 358. The taxation of costs of the witnesses particularly the determination of the number that should be paid and the materialty of their testimony, is committed to the discretion of the court below, and its decision will not be disturbed on appeal in the absence of evidence upon the record demonstrating an error of law in the taxation. Hartley v. Weideman, 28 Pa. Superior Ct. 50. This record reveals no error. Nor can it be said that only the costs of the successful party shall be allowed. In partition there is no “successful party” in the sense that a favorable adjudication carries with it liability of the adverse party to costs. The statute explicitly provides that the “costs . . . shall be paid by all the parties . . .” (Emphasis added).

2. The court allowed Julia $81.93 which she expended for installing a water heater, without which, the court found, the house could not have been rented. Appellant’s objection to this item is not well-founded, for whether it be a repair or an improvement, it enhanced the value of the property to the extent of making it income-producing, a benefit which inured to the advantage of all the owners. The allowance was proper. Huffman Est., 349 Pa. 18, 36 A. 2d 638; Weiskircher v. Connelly, 248 Pa. 327, 93 A. 1068; Beaty v. Bordwell, 91 Pa. 438. For the rationale supporting an allowance in partition proceedings of a gas heater which cost $732.57, see Hahn’s Est., 44 D. & C. 535, 546.

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Bluebook (online)
53 A.2d 858, 161 Pa. Super. 323, 1947 Pa. Super. LEXIS 347, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sivak-estate-pasuperct-1947.