Pullease Estate
Opinion of the Court
St. Joseph’s Roman Catholic Church has taken exceptions to the account of the trustee, Samuel F. Bonavita, Esq. filed on behalf of the estate of Peter Pullease, alleging the trustee-accountant has failed to account for any interest earned on the trust funds or to account for any increment of assets held by the trustee to the point of inception of the trust to the filing of his account.
Exceptant was previously granted an order of
Exceptant has, therefore, requested written interrogatories on the Pennsylvania Bank and Trust Company, on Warren National Bank and on New Process Company, which the trustee has filed a motion to stay and dismiss, averring that an inspection of his attorney accounts would violate the confidential relationship existing between attorney and clients and would be an invasion of privacy.
Pa.R.C.P. 4003(b) governing right to take depositions on notice provides:
“A deposition of any witness for use at a hearing upon a petition, motion or rule may be taken upon notice by oral examination or written interrogatories.”
This rule governs the taking of depositions either orally or by written interrogatories of witnesses and its application, in our opinion, should be interpreted very broadly and preference for oral examination over written interrogatories should be given priority: Knappenberger v. Feldman, 6 D. & C. 2d 728, 34 Northamp. 57 (1956), and National Forge Company v. Harsco Corp., 49 D. & C. 2d 498 (1970); 4 Goodrich-Amram §4003, and annotations therein.
In the instant case, exceptant desires the written interrogatories of two banks and one corporation without making any allegation that these parties may, in fact, be witnesses at the hearing on the exceptions or without stating any basis, except at
There can be no doubt exceptant is entitled to the interrogatories under the facts as orally alleged; however, we will require these reasons to be reduced to writing and executed by counsel for exceptant, whereupon, if there is no further objection, the three stated corporate entities will be required to answer the interrogatories submitted to them.
We do not find any merit to the allegation of the right of privacy or breach of confidential relationship between attorney and client in the instant case, as we find no immunity against the taking of depositions simply because the trustee in this case is an attorney. On the contrary, the attorney would have the fiduciary duty to keep the trust estate account separate from other clients he may be handling and, in this regard, there would be no invasion of privacy or breach of confidential relationship if this were done.
For the foregoing reasons we enter the following
DECREE
And now, January 26, 1976, the motion to stay and dismiss interrogatories of the trustee is denied
Case-law data current through December 31, 2025. Source: CourtListener bulk data.