Engemann v. Colonial Trust Co.
Decision Date | 24 May 1954 |
Citation | 48 A.L.R.2d 858,378 Pa. 92,105 A.2d 347 |
Parties | , 48 A.L.R.2d 858 ENGEMANN et al. v. COLONIAL TRUST CO. |
Court | Pennsylvania Supreme Court |
Robert L. Woshner, Pittsburgh, for appellant.
Hubert I. Teitelbaum, Goldstock, Schwartz, Teitelbaum & Schwartz, Edward H. Schoyer, Smith, Buchanan, Ingersoll, Rodewald & Eckert, Pittsburgh, for appellees.
Before STERN, C. J., and STEARNE, JONES, BELL, MUSMANNO and ARNOLD, Jj.
Alexandra Patillo, Executrix of the Estate of Rena M. Stanton, and Sue Engemann, her devisee, brought an action in 1951 against the executor of John J. Sweeney, deceased, to quiet title and to decree a certain mortgage made by Rena M. Stanton to John J. Sweeney, secured upon premises 339 Atwood Street, Pittsburgh, be cancelled and marked satisfied and discharged. The mortgage was in the principal amount of $6,000; it was dated October 24, 1912; it was payable at the expiration of three years; and it was duly recorded.
Rena M. Stanton died December 26, 1950; John J. Sweeney died testate July 27, 1948.
Plaintiffs contended that the mortgage had been paid and rested their case on the presumption of payment which arises after the lapse of twenty years.
Defendant, in order to refute the presumption of payment, offered in evidence (1) the will of John J. Sweeney and (2) the original bond and mortgage of Rena M. Stanton which was in the passession of Sweeney at the time of his death, and (3) statements pertaining to and checks of Sweeney showing payment of real estate and school taxes on the mortgaged property over a period of years, and (4) checks of and payments made by Sweeney of insurance premiums on personal property of Rena M. Stanton in her Atwood Street home over a period of years. All of these offers of proof were rejected by the lower Court.
Mr. Sweeney's will contained the following provision: The will was rejected because it was self-serving and was considered inadmissible under the Act of May 23, 1887, P.L. 158, § 5(e), 28 P.S. § 322. The other exhibits were rejected because they were considered irrelevant.
Defendant also offered to prove by J. Howard Devlin, Esquire, Sweeney's attorney-in-fact, (a) that Sweeney made a statement to Devlin relative to the mortgage on the Atwood Street property, within two years prior to his death, and (b) that Devlin had a conversation with Rena M. Stanton in the summer of 1948 with reference to the mortgage. Objections to these offers were sustained by the Court, the first because it was self-serving (and obviously hearsay), and the second because any admissions made by the mortgagor were inadmissible if made more than 20 years after the date of the mortgage.
At the conclusion of the case the Court directed the jury to return a verdict for the plaintiffs, which the Court later--after a motion for a new trial--moulded into the form prescribed by Section 1066 of the Pennsylvania Rules of Civil Procedure, 12 P.S.Appendix.
The basic questions involve the admissibility of the above-mentioned offers of proof and the legality of the directed verdict. In order to answer these questions we deem it wise to state the applicable principles of law.
In Corn v. Wilson, 365 Pa. 355 at pages 358, 359, 75 A.2d 530 at page 532, this Court said:
While the presumption of payment increases in strength with the passage of years (after the first twenty) and is likewise, strengthened by the death of the debtor: Frey's Estate, 342 Pa. 351, 354, 21 A.2d 23; Gilmore to use of v. Alexander, 268 Pa. 415, 422, 112 A. 9, 11; Richards v. Walp, 221 Pa. 412, 70 A. 815; Cannon v. Hileman, 229 Pa. 414, 78 A. 932; Gregory v. Commonwealth, 121 Pa. 611, 15 A. 452, 453; long lapse of time plus evidence sufficient to raise a presumption of payment cannot prevail against positive credible evidence of nonpayment: In re Snyder's Estate, 368 Pa. 393, 397, 84 A.2d 318; In re Grenet's Estate, 332 Pa. 111, 2 A.2d 707.
In Grenet's Estate, supra, a finding by the auditing Judge that the note had not been paid was sustained although its only basis was the testimony of the attorney for the deceased payee that the maker told him that he could not pay the note, did not have the money to pay it, and would like an opportunity to work it out with the payee's widow. Mr. Justice, now Chief Justice, STERN said in 332 Pa. at pages 113, 114, 2 A.2d at page 707: 'Appellant relies upon the proposition that recovery was barred by the lapse of twenty-six years between the time when the note was payable and when it was presented at the audit.
Moreover, admissions by the mortgagor (to the mortgagee or even to a stranger) that the mortgage had not been paid are admissible even though made more than 20 years after the mortgage became due, provided they are made within 20 years before suit is brought: In re Frey's Estate, 342 Pa. 351, 355, 21 A.2d 23; Gregory v. Commonwealth, 121 Pa. 611, 622, 15 A. 452; O'Hara v. Corr, 210 Pa. 341, 59 A. 1099; In re Grenet's Estate, 332 Pa. 111, 2 A.2d 707, supra.
The aforesaid authorities sustain several contentions of this appellant and require the granting of a new trial. It is clear that admissions by the mortgagor of non-payment are admissible if made within twenty years of suit; and if unqualified and believed, will completely and conclusively rebut the presumption of payment. Develin's testimony as to his conversation with Rena M. Stanton in the summer of 1948 (or later) with reference to the mortgage and its payment or non-payment should therefore have been admitted. Moreover, Devlin's testimony cannot be excluded because it is adverse to the decedent; it is 'adverse interest', not adverse testimony, which disqualifies a witness from testifying as to anything occurring before the death of the decedent: Billow v. Billow, 360 Pa. 343, 346, 61 A.2d 817; Weaver v. Welsh, 325 Pa. 571, 577, 191 A. 3; King v. Lemmer, 315 Pa. 254, 173 A. 176; First Nat. Bank of Bloomsburg v. Gerli, 225 Pa. 256, 260, 74 A. 52, 53; In re Edmundson's Estate, 259 Pa. 429, 437, 103 A. 277, 2 A.L.R. 1150.
Evidence that the original bond and mortgage of Rena M. Stanton was still in the possession of Sweeney at the time of his death is also admissible, as is any evidence of the existence of a relationship between the parties which would account for the failure of...
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