Tierney Estate

22 Pa. D. & C.2d 171, 1960 Pa. Dist. & Cnty. Dec. LEXIS 131
CourtPennsylvania Orphans' Court, Chester County
DecidedApril 25, 1960
Docketno. 198 of 1959
StatusPublished

This text of 22 Pa. D. & C.2d 171 (Tierney Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Chester County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tierney Estate, 22 Pa. D. & C.2d 171, 1960 Pa. Dist. & Cnty. Dec. LEXIS 131 (Pa. Super. Ct. 1960).

Opinion

MacElree, P. J.,

Alice M. Tierney, spinster, a resident of Chester County, died June 24, 1958.

On July 21, 1958, the Register of Wills of Chester County admitted to probate as the last will and testament of Alice M. Tierney a paper writing as follows:

“I leave to my cousin Florrie Sandman 100 oo
“My cousin Grace Ward 100 oo
“The balance to my friend Montague Lycett
Witness (signed) Alice M. Tierney
“Feb. 4 — 1958”

On July 16, 1959, the Secretary of Revenue of the Commonwealth of Pennsylvania appealed the decree of said register of wills . . .

Thereafter, on February 10, 1960, and on February 26, 1960, after a citation to show cause, further testimony was taken concerning the issue of pedigree raised by respondents in connection with the status of the Commonwealth of Pennsylvania as a party in interest entitled to appeal.

There remain for consideration by this court at this time two questions.

1. Under the pleadings and proofs, has the Commonwealth established its status as a “party in inter[173]*173est” in the estate of decedent, as that term is used in (a) the Register of Wills Act of June 28, 1951, P. L. 638, 20 PS §1840.101 et seq., and (b) the Orphans’ Court Act of August 10, 1951, P. L. 1163, 20 PS §2080.101 et seq.

2. If the answer to the first question is in the affirmative, should this court award an appropriate issue devisavit vel non to determine whether the questioned instrument was procured by undue influence, duress and constraint practiced upon decedent by Montague Lycett?

These questions will be disposed of in the order in which they have been stated.

1. Has the Commonwealth established its status as a “party in interest?”

This question arises by reason of the pleadings.

Paragraph 2 of the petition for citation sur appeal avers: “That the Commonwealth of Pennsylvania is a party in interest in the estate of the said decedent entitled to the entire estate as statutory heir under Section 3(6) of the Intestate Act of 1947.”

The answer of Montague Lycett, residuary legatee, sets forth in paragraph 2, the following:

Denied. After reasonable investigation respondent is without knowledge or information sufficient to form a belief as to the truth or falsity of the averment that the Commonwealth of Pennsylvania is a party in interest as statutory heir under section 3(6) of the Intestate Act of April 24, 1947, P. L. 80, 20 PS §1.3, and proof thereof is demanded. By way of further answer it is averred that the Intestate Act of 1947 has no application because decedent left a will dated February 4, 1958, disposing of her estate to certain persons named therein.

This question as presented at oral argument was argued from several positions on behalf of the Com[174]*174monwealth, the first position being the alleged inherent right of the Commonwealth as a sovereign.

In considering that position, does the Commonwealth of Pennsylvania as a sovereign have such an inherent, though contingent, interest in the estate of a decedent as not to require positive proof of the so styled “intestate descent” from such decedent, under the language of the Intestate Act other than that decedent died without known issue or relatives in order to be entitled to appeal from a decree of probate?

If the Commonwealth has no such inherent interest, what then is the quantum of proof required of the Commonwealth to support its position as a party in interest?

In the present appeal the Commonwealth has in fact pleaded its status as being the “statutory heir under section 3(6) of the Intestate Act of 1947” and as such “a party in interest in the estate of the said decedent entitled to the entire estate” in the event of a decreed intestacy.

This court has endeavored to review the reported cases since the enactment of the Intestate Act of 1947.

The burden upon the Commonwealth under such circumstances is exhaustively discussed by Judge Klein in Rhodes Estate, 71 D. & C. 338.

Judge Klein holds that: “In Pennsylvania the burden is always upon those who claim kinship to a decedent, who apparently dies without issue or relatives, to prove their claim by a fair preponderance of trustworthy and satisfying evidence.”

He (Judge Klein), however, quoted from Link’s Estate (No. 1), 319 Pa. 513, 516 (1935), in which the late Justice Kephart after posing the question, “. . . who takes the property of a decedent who dies without issue or known relatives?”, speaking for a majority of the Supreme Court, said: “It is only by the grace of the Commonwealth that heirs or legatees are per[175]*175mitted to receive any benefit from a decedent’s toil and energy. But it reserves to itself the right, as it always has, to take the property of a decedent when under its laws there is no one in a position to inherit. The property of an intestate decedent who dies without known heirs is not mere flotsam or jetsam to be taken by anyone claiming it. In such circumstances, the Commonwealth stands in relation to the property of the decedent as one asserting a substantial right thereto. The Commonwealth’s claim is not based on charity, gratuity, or unearned benefit; it was by its protection that it was possible for the decedent to acquire such accumulation of property as he possessed.” (Italics supplied.)

Then Judge Klein in discussing the quantum of proof necessary suggests: . . the quantum of proof necessary to establish the failure of next of kin is generally a matter for the sound discretion of the trial judge and may vary with the circumstances of each case.”

He further points out in the Rhodes case, that were the Commonwealth to receive the award as an heir under section 3(6) as aforesaid, it would appear that the rights of the next of kin who might be entitled to the estate but who had no notice of the proceeding would be forfeited unless they make legal claim for their shares within seven years of the death of decedent.

He also points out that if the fund was received by the Commonwealth without escheat, decedent’s next of kin could make claim at any time without limitation and upon satisfactory proof of relationship receive the fund from the State with interest at two percent under section 504 of The Fiscal Code of April 9, 1929, P. L. 343, 72 PS §504.

Judge Klein then concludes by awarding the estate to the Commonwealth without escheat under the pro[176]*176visions of section 1314 of The Fiscal Code of 1929 despite the Commonwealth’s claim having been otherwise asserted.

In Crawford’s Estate, 12 D. & C. 2d 709, likewise disposed of by Judge Klein in 1958 in a so-called “Audit Memorandum”, the Commonwealth is criticized for having claimed the balance of principal and income under section 3(6) of the Intestate Act of April 24,1947, P. L. 80, in the following language, page 172:

“In the opinion of the auditing judge, however, the Commonwealth should have claimed this fund, without escheat, under section 1314 of The Fiscal Code of 1929, not as an heir under section 3(6) of the Intestate Act.”

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Related

Link's Estate (No. 1)
180 A. 1 (Supreme Court of Pennsylvania, 1934)

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Bluebook (online)
22 Pa. D. & C.2d 171, 1960 Pa. Dist. & Cnty. Dec. LEXIS 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tierney-estate-paorphctcheste-1960.