Sochanczak Estate

29 Pa. D. & C.2d 609, 1963 Pa. Dist. & Cnty. Dec. LEXIS 449
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedMay 3, 1963
Docketno. 2773 of 1958
StatusPublished
Cited by1 cases

This text of 29 Pa. D. & C.2d 609 (Sochanczak 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
Sochanczak Estate, 29 Pa. D. & C.2d 609, 1963 Pa. Dist. & Cnty. Dec. LEXIS 449 (Pa. Super. Ct. 1963).

Opinion

Shoyer, J.,

The single exception pursued by counsel charges the learned auditing judge with error in refusing “to allow Anna Soehanczak to refute the claim of desertion by oral depositions, written interrogatories, or letters rogatory pursuant to the Pennsylvania Rules of Civil Procedure.”

Michael Soehanczak executed his will on June 15, 1952, and provided, inter alia: “In the event that my wife, Anna Soehanczak, whose whereabouts have been unknown to me for years, is alive at the time of my decease, I give, devise and bequeath to her the sum of One ($1.00) dollar.”

Testator died on October 17,1957, without issue. His will, after a gift of $200 to St. Vladimer’s Ukranian Orthodox Church, gave the residue of his $17,000 estate to eight named individuals, only two of whom are related to him, both of these relatives- being first ■cousins. On August 21,1958, the election of the alleged widow to take against the will was filed by Sydney [611]*611Finkelstein, Esq., who claimed to be Anna Sochanczak’s attorney in fact. Said attorney signed the written election and also swore to the existence of his authority and the truth of the facts “set forth in the foregoing election ... to the best of his knowledge, information and belief.” The power of attorney referred to by Mr. Finkelstein has never been produced, but Mr. Lawler, who now represents claimant, subsequently tendered a bilingual power of attorney by the same Anna Sochanezak which was dated on or about May 20, 1959, and expressly revoked the power of attorney “heretofore given in this matter... to Mr. Finkelstein, Attorney at Law, of Philadelphia, Pennsylvania.” We have examined this document submitted by Mr. Lawler, and also the general release, hereafter referred to, and observe that both lack the signature or identifiable crossmark of Anna Sochanezak. Each bears the holographic statement of a third party that he, or she, has signed the document for the illiterate Anna Sochanezak. Actually, however, in neither case is there any signature or sign that could possibly qualify as a signature for, of or on behalf of claimant as referred to in the holographic legend.

Mr. Lawler’s power appointed the New York law firm of Wolf, Popper, Ross, Wolf & Jones, as attorney for Anna Sochanezak. It is common knowledge to the judges of this court that for some ten years at least this same law firm has represented Russian citizens, and other persons behind the Iron Curtain, in making claims against the estates of Philadelphia decedents. During the same period of time Mr. Lawler’s law firm has been their Philadelphia correspondent.

To the aforesaid election the executor objected for want of proof of Mr. Finkelstein’s power of attorney and the additional reason that Anna Sochanezak was a resident and citizen of Soviet Russia who had deserted decedent in 1913 and had borne a child about 1916, [612]*612after the desertion. These objections by the executor were filed of record on August 29, 1958, so as of that date and since, counsel for the alleged Anna Soehanczak has been fully aware that the authenticity of the alleged power of attorney would have to be established as well as proof of her nondesertion.

At the first audit before Judge Bolger, an offer of settlement of Anna Sochanczak’s claim for $3,000, previously made to the executor, was withdrawn by Mr. Lawler, who held a bilingual general release, when the Commonwealth insisted on payment of any agreed sum to the State Treasurer under the Act of July 28, 1953, P.L. 674, known as the Iron Curtain Act, and section 737 of the Fiduciaries Act of April 18,1949, P. L. 512, as added on February 23, 1956, P.L. 1084. Both of these statutes provide for payment into the State treasury when the court believes that a nonresident beneficiary would not have the actual benefit, use, enjoyment or control of the funds distributable to him.

On November 20, 1962, Mr. Lawler was notified of a rehearing set for January, 1963, and on January 11, 1963, he petitioned the court for a citation upon the attorney general and the executor to show cause why Ostroff, Lawler & Baker, attorneys for “Anna Sochanczak, widow and heir” should not be allowed to take depositions or file interrogatories “to properly prove the identity of the widow and heir of this estate under the Pennsylvania Rules of Civil Procedure.” Mr. Lawler, as a member of the law firm, further averred that “it is necessary that petitioners be authorized to have the depositions of their client, Anna Soehanczak, taken before an American Consul with the right of cross-examination to opposing parties or in the alternative to be permitted to file interrogatories with the right of opposing counsel to file Cross-Interrogatories such Interrogatories also to be answered before an American Consul”.

[613]*613At the re-audit before Judge Bolger on January 15, the Commonwealth objected to the proposed depositions and interrogatories relying on Garrett’s Estate, 335 Pa. 287, Martinzik Estate, 25 D. & C. 2d 701, and other cases, and it was on this basis that the learned auditing judge refused the petition.

In addition, the executor produced a witness, John Mihalchak, a first cousin of decedent, but not a beneficiary under his will, who testified that he had been raised in the same community in Russia with testator. He stated that testator left Russia for the United States in 1913, and he followed him here in 1926. He further testified that testator left a wife, Anna, in Russia who was a frequent visitor to the home of the witness’s mother; that Anna bore a child a few months after testator’s departure and another child in 1916 or 1917; that both children died; that testator never had access to Anna after he left for this country; that he heard Anna tell his mother that testator sent her money to come to America and wanted her to come “a dozen times to the United States but she didn’t want to go”; and that he did not know if Anna survived decedent. The learned auditing judge found the testimony of John Mihalchak believable and sufficient to establish desertion by Anna.

Wé are all of the opinion that the facts in this case, as well as the law of this Commonwealth, amply support the ruling of the auditing judge in refusing the petition for depositions or interrogatories, and that there was no denial of due process to Anna Sochanczak.

Orphans’ Court Rules ★Se.l (a) and (b) require leave of this court to take depositions “upon cause shown”, and a special order in every case. Rule 36 of the Pennsylvania Supreme Court states that except as provided “by such general rule or special order, the practice relating to such matters shall conform to the practice in the local Court of Common Pleas. [§3 :R.6]” [614]*614The instant petition is completely devoid of any factual averments on which to support petitioner’s request. There is no sworn averment that Anna Sochanczak lacks the funds to make the trip over here to present her claim, or that her health is impaired or would be endangered by traveling; there is merely the assertion in exceptant’s brief of argument that she is “impecunious” and the “size of the estate does not warrant” expenditures for travel. Since August of 1958, at least, she has known of decedent’s will, that he claimed no knowledge of her for many years, and that all he was leaving her, if alive, was one dollar. From the moment that the executor’s answer to her election was filed, her counsel have known that they would have to establish both her identity and her nondesertion.

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Bluebook (online)
29 Pa. D. & C.2d 609, 1963 Pa. Dist. & Cnty. Dec. LEXIS 449, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sochanczak-estate-paorphctphilad-1963.