Bertin's Estate
Bertin's Estate
Opinion of the Court
Opinion by
We agree entirely with the conclusion of the learned court below, and that it entered a proper decree under the facts and law applicable to the case. The question involved is not one of jurisdiction, but of the proper exercise of the discretionary power of the court to require the claimant, under the facts, to establish the validity of her legacy in the domiciliary jurisdiction before the ancillary jurisdiction will direct its payment out of the fund for distribution in this proceeding. In Dent’s Appeal, 22 Pa. 514, 520, it is said: “But it must be re
In the exhaustive opinion filed by the learned auditing judge it is said, inter alia: “It would seem to the auditing judge, therefore, after careful consideration of the authorities, a proper exercise of discretion to require that this matter be referred to the courts of the domicile so that an authoritative decree might be obtained under that law as to the rights of the claimant, especially in view of the fact that both at the time of the making of the will and of the testatrix’s death, and for some time thereafter, the present claimant was resident, if not domiciled, in Paris, where the will was probated and by the public probate was put upon notice of its contents and could without extra trouble and costs have made her claim to intervene in the courts of the domicile. Her present situation as a resident of this country grows out of her voluntary act in leaving the place of the testatrix’s domicile since her death, and the hardship if there be any would seem quite as grievous upon the universal heir to defend against the claim here.”
The facts of this case, as pointed out in the adjudication, clearly justified the action of the court below. Madame Helen Malcolmson Serrill Bertin, the testatrix, since her marriage in Philadelphia in 1890 had resided in and was a citizen of France, where she died in February, 1910. Julia Acly, a citizen of this country and the claimant in this proceeding, went to Paris in 1892 after the death of her parents, and remained there engaged most of the time in educational work until the autumn of 1911, except about seven months in the year 1905 which
The decree entered by the Orphans’ Court does not offend the Act of March 31, 1905, P. L. 91. It retains a fund sufficient to meet the appellant’s legacy in the hands of the accountant to await the decision of the French court. When a decision has been made, the court of ancillary jurisdiction will distribute the fund to the party legally entitled thereto. The act provides that the personal representative “shall not be required to deliver to any foreign executor or administrator any fund...... But such fund shall be distributed under the direction of the Orphans’ Court.This was the practice in the Orphans’ Court at the date of the enactment, and hence the act was simply declaratory of the existing law. There is nothing in the act which prohibits the Orphans’ Court from withholding distribution until the court of the foreign domicile has determined the validity of the claim -under the laws of that jurisdiction. The ancillary court may proceed at once to determine the legality of the claim and make distribution, but the act does not require it. If the court shohld be of opinion that a proper distribution of the fund can only be made after an adjudication of the validity of the claim by the courts of the domicile, the postponement of the distribution for that purpose would be the exercise of a discretion not condemned by the statute. The legislature intended by this enactment to protect citizens of the State by requiring our courts to make distribution of the fund in the
Decree affirmed.
Reference
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- Syllabus
- Jurisdiction — Orphans’ Court — Decedent’s estates — Ancillary administration — Wills—Construction—Foreign law. 1. Upon the adjudication of an ancillary administrator’s account, the Orphans’ Court has a right to exercise its discretion in deciding whether it will distribute the fund itself among the parties entitled to it or remit it to the forum of the domicil for that purpose. 2. Upon the adjudication of the account of an ancillary administrator c. t. a., a claim was presented to the accountant of a legacy under a codicil to the will. It appeared that testatrix was married in Pennsylvania in 1890 to a citizen of Eranee, and after that time resided in and was a citizen of France until her death in February, 1910. Claimant was a citizen of this country, went to Paris in 1892 and remained there until the autumn of 1911, except about seven months in the year 1905, which she spent in this country. After her return to Paris, she was employed by the testatrix on a salary for eighteen months. She was never a citizen or resident of the State of Pennsylvania. The interpretation of the French law applicable to distribution of decedents’ estate was necessary for a proper determination of the claim. Claimant called as a witness a member of the New York Bar familiar with the English and French languages, who translated the will and codicil executed in French by the testatrix, and also certain provisions of the French Code regulating the disposition of decedents’ estates. The claimant also called a French barrister to prove the French law as to the civil rights of husband and wife where they have been married under the law of separate estates, and the law as to wills and codicils which determined the validity of the claimant’s legacy. The respondent offered to produce similar - expert testimony to sustain her contention and to defeat the claimant’s claim. The auditing judge held that the claimant would have to establish the validity of her legacy in the domiciliary jurisdiction before payment would be ordered in the ancillary proceedings, and directed that a fund sufficient to meet the claimant’s legacy should be retained in the hands of the accountant to await the decision of the French court. Held, no error.