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SECHLER ESTATE. (04/16/63)

April 16, 1963

IN RE SECHLER ESTATE.


Appeal, No. 11, March T., 1963, from decree of Orphans' Court of Cambria County, No. 34591, in the matter of the estate of Elsie B. Sechler, deceased. Decree affirmed.

COUNSEL

Lawrence L. Davis, with him Davis and Davis, for appellant.

Charles H. Harris, with him Thomas A. Swope, Albert G. Liddell, Jr., N. H. Leventon, Gilbert M. Gerber, and Shettig, Swope & Shettig, for appellee.

Before Bell, C.j., Musmanno, Jones, Cohen, Eagen, O'brien and Roberts, JJ.

Author: Bell

[ 410 Pa. Page 481]

OPINION BY MR. CHIEF JUSTICE BELL

The parties to the present appeal were before us about 2 1/2 years ago in a case involving the same transactions which are before us in the instant case. See Sechler v. Sechler, 403 Pa. 1, 169 A.2d 78. The facts in the two cases are as follows:

On April 2, 1940, Mrs. Elsie Sechler was the sole owner of certain improved property in Cambria County known as the Highland Hotel. On that date she conveyed these premises through a straw party to herself and her son, William Baker Sechler, as joint tenants with the right of survivorship. The deed was absolute on its face; it was clear; and it gave no indication that William was to hold title in any fiduciary capacity, or that it was an advancement. At or about the same time, Mrs. Sechler made her daughter Margaret beneficiary of her life insurance which, at the time of her death, had a value of approximately $9,000.

Mrs. Sechler died on February 7, 1958, leaving a will, dated March 5, 1956, in which she bequeathed and devised her entire estate equally to her two children.*fn1 Mrs. Sechler left two children, William and Margaret, the present appellant.

[ 410 Pa. Page 482]

When William filed his executor's account in his Mother's estate and did not include therein the proceeds of the sale of the hotel property and the furnishings, Margaret filed exceptions. The basis of Margaret's exceptions was that Mrs. Sechler's conveyance of the hotel property and her delivery of its contents, to William, in 1940, 16 years before the date of her will, constituted an advancement to him. The Orphans' Court held that the evidence was inadequate to sustain Margaret's claim and dismissed her exceptions.

It is contended that the decree of the Orphans' Court should be affirmed for each of the following reasons: (1) res adjudicata, (2) the law of the case, and (3) lack of evidence to prove Margaret's claim.

We shall consider points (1) and (2) together. On April 13, 1958 Margaret Sechler instituted an equity action against her brother William, seeking (1) to enjoin him from encumbering the Highland Hotel,*fn2 and (2) to have him declared trustee for her of a one-half interest in that property. She claimed a one-half interest in the hotel property by virtue of an oral agreement allegedly made in 1940 between her Mother and her brother William at the time of the aforesaid conveyance of the hotel property to her brother, under which her brother expressly or impliedly agreed to hold the property in trust for himself and her (Margaret) in equal shares. This ...


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