Tutelea Estate
Opinion of the Court
Preliminary objections in the nature of a motion to quash the appeal have been filed by the executor of this estate. The petition for citation sur appeal alleges that decedent was not of sound mind at the time of execution of the will in question; that it was procured by undue influence, duress and constraint practiced upon decedent by certain named persons. The issues are discussed below.
When an appeal is filed from a decree of the Register of Wills and a bond is posted in the amount of $100 while the statute requires a bond of not less than $500 nor more than $5,000, must the appeal be dismissed?
Decedent, Anna Tutelea, became deceased on July 23, 1972. Martin E. Cusick, Esq., an attorney of this bar, qualified as executor. The will was executed on July 6, 1972. A petition for citation sur appeal from
“(b) Bond — Anyone appealing from a decree of the register shall, within ten days after filing his appeal, file with the register his bond in the name of the Commonwealth with sufficient surety in such amount, not less than $500 or more than $5,000, as the register considers necessary, conditioned for the payment of any costs that may be decreed against him. If no bond is filed within the ten-day period, the appeal shall be considered abandoned.”
This language is identical to the predecessor statute: Act of June 28, 1951, P. L. 638, art. II, sec. 208, 20 PS §1840.208.
Respondent relies upon Bailey’s Estate, 281 Pa. 392, 126 Atl. 793 (1924). There, interpreting the Register of Wills Act of 1917 where the sureties did not execute the bond before the Register of Wills within the 10 days required by the statute, an appeal was quashed. The language of the act is of particular concern. It was held to be plain and mandatory, page 394:
“ ‘In case no bond such as aforesaid shall be filed with the register within ten days after the filing of any
This decision was used in a per curiam affirmation of a dismissal of an appeal in Doyle’s Estate, 318 Pa. 371, 178 A. 2d 493 (1935).
An appeal has been dismissed under the authority of Bailey’s Estate, supra, in a number of subsequent lower court decisions: Polke’s Estate, 30 D. & C. 521 (1937), construing the Register of Wills Act of June 7, 1917, P. L. 415, repealed June 28, 1951, but allowing a new appeal within the two-year period permitted by the statute. There, the lower court had permitted the daughter to file an appeal from probate accepting her own bond without surety in that she alleged poverty and inability to furnish a bond. Davis’ Estate, 28 D. & C. 333 (1936), where there was a complete failure to file any bond but a right was granted to file a second appeal within the two-year limitation. Ringlaben Estate, 1 Fiduc. Rep. 256 (Luz., 1951); this case was likewise decided under the Act of June 7, 1917 where the bond was filed more than 10 days after the taking of the appeal. The appeal was therefore quashed. Schmohl Estate, 4 Fiduc. Rep. 215 (Cumb. 1954); this was the first case under the Wills Act of June 28, 1951, but there was a failure to file any bond within the 10-day period. A bond filed subsequently did not cure the defect. Vaughn Estate, 10 Fiduc. Rep. 600 (Cumb. 1960), here, again, the bond was not filed within the 10-day period and the appeal was quashed. Bertovich Will, 14 Fiduc. Rep. 355 (Wash. Co. 1964), where the bond was not filed until more than 10 days after the appeal was entered and the lower court quashed the appeal without prejudice to take another appeal within the time prescribed.
Further, the Superior Court has recently spoken out on objections of the nature here presented: Meta v. Yellow Cab Company of Philadelphia, 222 Pa. Superior Ct. 469, 294 A.2d 898 (1972), at page 475:
“The time has come to prohibit the use of a meaningless, de minimis condition to quash appeals. That position stands as a blemish upon a great program, initiated in Pennsylvania and being followed elsewhere, for the improvement of the administration of justice.”
Beth-Allen Sales Company v. Hartford Insurance Group, 217 Pa. Superior Ct. 42, 268 A.2d 203 (1970), deals with an alleged defective recognizance in an arbitration appeal. There, the Superior Court took the position, page 48:
“Here, plaintiff in good faith took his appeal and filed a ‘bond’ which, in his opinion, complied with the
Appellant in this case has two years in which to perfect a proper appeal. It is the contention of defendant that the right to appeal once improperly perfected is dissipated and can no longer be asserted: Anderson v. Richards, 173 Ohio St. 50, 179 N.E. 2d 918, 96 A.L.R. 2d 307 (1962). This view was followed in Kreider Estate, 85 D. & C. 443 (1953). However, the better view in this court’s opinion is that as expressed in Polke’s Estate, supra, Davis’ Estate, supra, and Bertovich Will, supra, that the right to appeal is not lost by failure to file a bond and that anytime within the statute of limitations a new appeal may, in fact, be perfected. It would appear that we have advanced beyond the stage where an appeal must be quashed simply to have a new appeal perfected. This would be permitting form to prevail over substance and is repugnant to the enlightened position our appellate courts have been taking concerning bonds on appeal.
Wherefore, permission is granted to appellant within 10 days of the date of this order to file an amended bond as required by section 908 of the Probate, Estates and Fiduciaries Code.
Is the executor a proper party to this appeal7
The most that the executor can produce is authority that he is not a necessary party to a will contest, citing Royer’s Appeal, 13 Pa. 569 (1850); Clemens’ Estate, 19 District 357 (Philadelphia, 1910). In truth it is
“There is no such legal entity as an estate.’ ‘It is a convenient phrase sometimes to identify the subject of litigation in the orphans’ court, and in proceedings in rem it may be treated as harmless superfluity, but as a designation of a party to be served with a writ it is unknown to the law’: Jones v. Beale, 217 Pa. 182. See also Phila. v. Peters, 57 Pa. Superior Ct. 275. It cannot be made the plaintiff in an action as it is not a person and cannot sue or be sued.”
It has been held that a personal representative is a necessary party defendant to an appeal from probate in Lowry’s Estate, 26 D. & C. 200 (1936); Lohr’s Estate, 40 C.C. 159 (Somerset 1912). In Evans Will, 8 Fiduc. Rep. 431 (Luz., 1958), preliminary objections to a petition for citation sur appeal from probate was sustained because of the failure, inter alia, to join and serve the executor as a necessary party.
Wherefore, the objection that the executor is named as an improper party is without foundation.
ORDER
And now, January 30, 1973, the preliminary objection of executor to strike off the appeal for lack of conformity to law and to dismiss the appeal as to Martin E. Cusick, Executor, is denied. Appellant
Cited with approval in Plesh v. Fozi, 222 Pa. Superior Ct. 598 (1972.)
This same view was expressed in Casner v. Fisher, 22 D. & C. 2d 1 (1960).
Case-law data current through December 31, 2025. Source: CourtListener bulk data.