Ferguson's Estate
Ferguson's Estate
Opinion of the Court
Opinion by
The testator, Samuel N.«Ferguson, devised his farm to his only son Daniel, to be held in trust by his executors until the son arrived at the age of twenty-one years. In case of the death of the son before attaining his majority, the executors were empowered to sell the farm. The widow, Minnie Ferguson, refused to take under the will, and elected to take under the intestate laws.
The son Daniel died on November 13, 1897, at the age of nine years, leaving to survive him his mother, the widow of testator. Under the terms of the will the real estate was then to be sold, and the proceeds distributed to certain legatees. No sale was however made by the executors, from November, 1897, to July 28, 1900, when the widow filed her petition for partition. It was duly allowed, and in response to the rule issued upon the heirs to accept or refuse the real estate at the valuation, the executors appeared, and claimed the right to accept. The court refused to award the real estate to the executors,
The right to accept or reject at the appraisement is statutory, and therefore as a general rule, it can be exercised only by those upon whom the right has been expressly conferred by the statute. The act of March 29, 1832, section 37, gives the right of election to children and the descendants of children. The 46th section of the same act extends the right to collateral heirs, and remainder-men. The act of May 9, 1889, so extends the jurisdiction of the orphans’ court in partition, as to give to devisees under a will the right of election. Under the act of March 22, 1865, as amended by the act of June 10, 1901, the committee of the estate of lunatics is empowered to accept or refuse purparts, in partition. A careful examination of the statutes discloses no other parties to whom the right of election is expressly given. No statute has been found in Pennsylvania which gives the right of election to an executor, administrator, or any personal representative of an heir. It is true, however, that the courts have sustained the right of election in certain parties not expressly authorized to exercise that right by statute. It has been uniformly held that a guardian may accept the land or a purpart of it at the valuation, in the name of and for the use of his ward, where the ward is both an heir and a minor. In like manner the husband may elect as agent of the wife when the wife is an heir.
In Thompson v. Stitt, 56 Pa. 156, Mr. Justice Agnew says: “ Though not within the letter, he is not only allowed to accept as the agent of his wife, but is permitted to acquire a title by his acceptance in his own right, to the extent of the money he advances for owelty beyond the interest of his wife.”
The cases also hold that the alienee of an heir may exercise the right of election in the same manner as the heir might have done: Ragan’s Estate, 7 Watts, 438; Merklein v. Trapnell, 34 Pa. 42; Biles’s Appeal, 119 Pa. 105. But the right of election has been expressly denied to the widow, upon the theory that the right to accept is conferred by statute, and that the failure
The right of election has also been denied to the mortgagee of an heir, on the theory that he is not regarded as an alienee and not having been given the right to elect, expressly by statute, he has no right to refuse or accept the land at the valuation: Stewart v. Allegheny National Bank, 101 Pa. 342; Long’s Appeal, 77 Pa. 151.
Under the general rule above stated, which requires that express authority be shown to exercise the right to accept or reject at the appraisement, we are of the opinion that in the absence of any statute authorizing executors as such, to accept real estate at the valuation in proceedings in partition, they are not entitled to exercise any such right.
The decree of the court below refusing to award the real estate to the excutors, and appointing them as trustees to make sale of the said real estate, is affirmed; and this appeal is dismissed at the cost of the appellants.
Reference
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- Partition—Executors and administrators—Acceptance at appraisement. Where land is devised to executors to be held in trust until the majority of the son of the testator, and if the son dies during his minority to be sold by the executors, who are to distribute the proceeds of the sale to various legatees, the executors after the death of the son during his minority, have no standing in partition proceedings instituted by the widow of the testator to take the real estate at the appraisement. There is no statute of Pennsylvania which gives the right to executors to accept or reject real estate at the appraisement in partition proceedings. Such right is purely statutory.