Arnold's Estate
Arnold's Estate
Opinion of the Court
Opinion by
The two important questions in the case are (1) whether the bequests to the charities and religious uses in Mrs. Arnold’s will are void under the Act of April 26, 1855, P. L. 328, and (2) whether there was a post-nuptial contract by which Mr. Arnold released his marital interest in the estate of which his wife died intestate. The facts of the case appear in the reporter’s notes.
It is claimed by the guardian of Mr. Arnold that Robért H. Leitch, a subscribing witness to Mrs. Arnold’s will, was not a disinterested witness within the purview of the Act of. 1855 and that the bequests.to the charities, therefore, failed, and as to. them the decedent died intestate, and James T. Arnold, as her husband, is entitled to take the fund under the intestate laws. Mrs. Arnold’s executor contends that thé Act of 1855 does not make a charitable bequest void, but voidable, ..that by a-''post-nuptial or family agreement, having á good consideration, Arnold relinquished all his marital.-interest in' his Wife’s estate and, therefore,' has no stafiding to contest the legality of the charitable bequests under the Act of 1855. The learned president of the Orphans’ Court, the auditing judge, held that there was a .valid ■'post-nuptial ágreement- or. family settlement between the
We. are clear that, as conceded by the learned president judge of the Orphans’ Court and one of his colleagues, Leitch was not a disinterested witness within the purview of the Act of 1855, and we are also of opinion that by the provisions of that act the charitable bequests in Mrs. Arnold’s will are by reason thereof void. Leitch was an interested witness within- the act at the time' he attested the will: Kessler’s Est., 221 Pa. 314, 323; Fetterhoff’s Est., 228 Pa. 535; Stinson’s Est., 232 Pa. 218; Leech’s Est, 236 Pa. 57. We know of no adjudicated case; and have been referred to none, that holds that such bequests are voidable and not void. Section 11 of the Act Of April 26, 1855, P. L. 328, provides as follows:
The will disclosed the invalidity of the bequests on its face. Large legacies were given to designated charities, and to Mr. Leitch, one of the subscribing witnesses, legacies were given in trust for certain of testatrix’s friends, for the education of his children, and the residue in trust for designated charities and such others as he might choose. In Amberson’s Est., 204 Pa. 397, we held that the payment of a charitable bequest could not be resisted on the ground that the charitable legatees had not shown affirmatively that the will had been executed in compliance with the Act of 1855, but it was there observed by our Brother Potter, speaking for the court (p. 400): “Had there been anything upon the face of it to suggest any want of conformity to the act of assembly, the case would be different. If there had been no witnesses, or if upon the face of the will it had been apparent that one or both of them were not disinterested, the fact that the will had been admitted to probate would not, of course, have benefited the claimants of the charitable bequests.” It being the duty of the court to distribute the funds in the hands of the accountant to the parties legally entitled thereto, the burden was on the claimants to show that
The Act of 1855 provides that the void legacies shall, in the first place, go to the residuary legatee or devisee, but in the present case the bequest of the residuary estate is void for the same reason as the other charitable bequests and hence the fund cannot pass to the residuary legatee and must necessarily go to the “next of kin or heirs according to law,” that is, under the intestate laws.
We cannot agree that there was any post-nuptial contract or family settlement between Arnold and his wife by which Arnold relinquished “all marital interest in his wife’s estate,” and thereby defeated his right to take any portion of her estate as to which she died intestate by reason of the Act of 1855. It is clear that there is no express agreement, either oral or written, and hence if
In further support of the contention that there was a post-nuptial agreement, the testimony of Mr. Leitch and Mrs. Campbell is referred to. The former testified that he was consulted by the Arnolds in 1906 and was told that Arnold and his nephews held stocks and bonds and that each was investing his money in bonds for the other, that the Arnolds agreed that, the Cleland boys were to get all the stocks and real estate and she was to get his bonds, and that he had given her $110,000 in bonds on which he was to receive the interest in coupons during
We have referred to the facts, claimed to be shown by the testimony, which appellee contends sustain the alleged post-nuptial contract, and in view of the settled law as to the evidence required to establish a family settlement, we are unable to see that there is anything in this evidence which establishes an express contract or facts from which a contract may be implied between the parties by which Arnold agreed to relinquish his marital interest in that part of the estate of his wife of which she died intestate. It is true that agreements for the settlement of family disputes are favored in the law and that where there is a contract not to assert any marital rights it will be enforced, but in such cases it must be perfectly clear that the minds of the parties have come together and been in accord upon all the material terms of the agreement. The agreement of compromise should be complete in itself: Wistar’s App., 80 Pa. 484, 495. A post-nuptial agreement by which a husband releases all his right as tenant by the curtesy in his wife’s real estate does not prevent him under the Act of 1855 electing to take one-third of her personal estate, including the proceeds of her real estate: Rice v. Rice, 2 W. N. C. 672. The contract for the release of a husband’s curtesy must show, by its words, that it was clearly intended to have that effect: Spencer’s Domestic Relations, Sec. 201; and there must be a consideration: Duffy v. Mechanics’ & Tradesmen’s Insurance Co., 8 W. & S.
We need not discuss the question of election to take under or against the will. The guardian could not make an election without the direction of the court empowering him to do so: Kennedy v. Johnson, 65 Pa. 451. We. have adverted to the fact that the guardian had in pursuance of instructions by the Court of Common Pleas declined to take under the will, but subsequently the court in effect revoked that order and directed the guardian to await the final determination of the question and litigation as to whether the charitable legacies were void or not before the election was made. The appellee com. tends that no election was made by the guardian during the lifetime of his ward, and, therefore, no election can now be made by him to take against the will. This is correct: Buckland’s Est., 239 Pa. 608, 613; Jackson’s App., 126 Pa. 105. At the time this appeal was taken Mr. Arnold was still alive but it appears by the appellee’s brief that he died January 28, 1915. The presumption, after his death, is that Mr. Arnold took under the will, and he must be regarded as having done so: Crozier’s App., 90 Pa. 384; Jackson’s App., 126 Pa. 105, 108; Geist’s Est., 193 Pa. 398, 400. It follows that the interest given Mr. Arnold by his wife’s will will merge with the' absolute interest given him under thb intestate laws in that part of the estate as to which there is an intestacy: Kane’s Est., 185 Pa. 544; Conley’s Est., 197 Pa. 291; Moore v. Deyo, 212 Pa. 102. The part of the estate as to which there is an intestacy, therefore, may be distributed at this time.
The fund for distribution is a balance shown to be in the hands of the executor by his final account. The learned court below entered a decree distributing the fund to the trustee under the decedent’s will “for the purposes. therein specified.” The purposes specified in the
There has been no substitution on the record of the personal representative of Mr. Arnold which should be done before the Orphans’ Court enters the final decree.
The decree is reversed, and the court below is directed to distribute the fund in the hands of the accountant in accordance with this opinion. Costs of this appeal to be paid out of the decedent’s estate.
Reference
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- Wills—Charitable bequests—Act of April 26, 1855, Sec. 11, P. 'L. 828-882—Invalid bequests—Agreement between husband and wife—Post-nuptial agreements—Insufficient evidence. 1. The provisions of the Act of April 26, 1855, Sec. 11, P. L. 328-332, relating to the attestation and execution of wills containing bequests for charitable uses are mandatory and the courts cannot award to a charity a fund bequeathed to it unless the provisions of the act have been followed. The failure to comply with the provisions of the act renders a disposition to charitable uses void, not merely voidable at the instance of other parties interested in the estate. 2. Where one of the two subscribing witnesses to the will of a testatrix was designated sole executor and guardian of certain legatees, was given legacies in trust for certain friends of the testatrix, legacies for the education of his children and the residue in trust for certain designated charities and such others as the trustee might choose, the witness was not disinterested within the meaning- of the Act of April 26, 1855, Sec. 11, P. L. 328-332, and all such charitable bequests were void. 3. A wife who predeceased her husband gave him by will an estate for life and made various' bequests including gifts to charities. At the audit of the executor’s account it was contended that the husband had waived his rights .in his wife’s estate by a post-nuptial agreement and therefore had no standing to contest a .charitable bequest under the will. .There was no express agreement. The facts relied upon from which it was contended that the post-nuptial contract arose were that the husband had expressed a desire to settle up his affairs, which seemed to be in an unsettled condition; that he recognized his wife’s inherent right in his estate; that both parties were greatly interested in charities and that he desired his wife to have the credit and satisfaction of giving as her own, in her own right; that he desired to put his “affairs in order,” consulted counsel and began to carry his determination into effect; that both he and his wife made wills, each attesting the other’s will, and that in his will of that date-he declared that his wife’s acceptance of a portion of his property-was to be taken as a full release of her dower rights; that he gave her $200,000 in -bonds; that she subsequently joined in certain deeds and powers of attorney executed by him; and that testatrix told a witness in her husband’s presence that she had decided that they would have á division of his property and she would make a will and dispose of her portion as she chose, and he would make' a will and dispose of his portion as he chose, with the understanding that she had made her will. Held, the evidence was insufficient to establish a post-nuptial agreement. 4. In such case where it appeared that after the wife’s death the husband had become mentally incapable of caring for his property, and a guardian of his estate was appointed, and before the husband or his guardian elected to take against the wife’s will the husband died, no election could thereafter be made by the guardian to take against the will. 5. Where in such case the charitable gifts were void, the void dispositions were distributable under the intestate laws; the life interest given the husband under his wife’s will merged with the absolute interest in remainder given him under the intestate law3 in that part of the estate as to which there was an intestacy, and the husband’s personal representatives were entitled to the husband’s share.