Beeruk Estate
Beeruk Estate
Opinion of the Court
Opinion by
We are faced with cross appeals from a decree dividing the residue of Frank Beeruk’s estate between his widow and his nephew, Wladyslaw Beeruk. Frank Beeruk’s first wife died in 1959; at approximately the time of her death, Frank consulted with an attorney concerning the emigration from Poland of his only living relative, his nephew Wladyslaw. After an extensive exchange of correspondence, Wladyslaw and his family (a wife and two children) arrived in the United States in January of 1963. Several days after Wladyslaw’s arrival, decedent and his nephew visited decedent’s attorney at which time a will was prepared pursuant to decedent’s directions. This will, properly executed, left the residue (after three pecuniary bequests totaling $600) of Frank’s estate to Wladyslaw and his
Decedent then remarried and in April of 1964 executed a new will, leaving the same pecuniary bequests but giving the residue to his new wife. Upon his death, the 1964 will was probated) Wladyslaw filed a claim for the entire residue contending that decedent had contracted to leave the residue to him. We are convinced that the court below properly applied the principles contained in our most recent case concerning contracts to make wills, Fahringer v. Strine Estate, 420 Pa. 48, 216 A. 2d 82 (1966), and that it correctly concluded that Wladyslaw had demonstrated that decedent had contracted to leave the residue of his estate to his nephew.
Of the issues considered by the court below,
Our cases are in accord with Professor Corbin’s analysis. • The statute itself contains no directive as to' what writing constitutes a sufficient memorandum. See Act of March 21, 1772, 1 Sm. L. 389, §1, 33 P.S. §1. ■ However, decisions demonstrate that a sufficient memorandum need contain only two basic items: (1) a sufficient statement of the terms of the agreement, Prager v. McAdam, 399 Pa. 405, 161 A. 2d 39 (1960), affirming on the opinion of the court below, 20 Pa. D. & C. 2d 314 (C.P. Butler Cty. 1960), and (2) the signature of the grantor, i.e., the party against whom enforcement is sought, DiBenedetto v. DiRocco, 372 Pa. 302, 93 A. 2d 474 (1953). The will signed by decedent certainly states the terms of his agreement to leave the residue of his estate to his nephew.
Furthermore, Liggins Estate, 393 Pa. 500, 143 A. 2d 349 (1958) has impliedly, albeit sub silentio, overruled' any requirement contained in Anderson that the will must specifically refer to the alleged contract.- -In Liggins] a husband and wife in 1951 executed mutual wills leaving the residue of their estates to the survivor; after the death of the wife, the husband’s will was destroyed, and new .mutual wills executed between the husband and his son-in-law, leaving the property in
Our disagreement with the court below turns on the last issue—whether the nephew is entitled to decedent’s entire estate less the three charitable bequests of $600. The widow argues that at best the nephew is entitled to damages based upon the value of the services he rendered. Support for this view can be found in dictum contained in Fahringer v. Strine Estate, supra at 50 n.1, 216 A. 2d at 84 n.1: “[I]f the contract established a promise by decedent to give not a specific amount but an amount vague or undetermined, such as the ‘whole’ or ‘part’ of his estate, then the measure of damages would be the value of the services rendered and not the estate promised to be given.” Cited are several cases which do support this rule; however, the Court does not mention cases such as Pavlinko Estate, 399 Pa. 536, 160 A. 2d 554 (1960) in which a claimant successfully recovered the entire estate and the contract promised decedent’s entire estate in exchange for services rendered.
The decree of the Orphans’ Court of Luzerne County is vacated and the record remanded • for entry of a decree consistent with this opinion. Each party to' pay own costs.
The widow contends that Wladyslaw failed to furnish part of the contemplated consideration, i.e., he failed to look after and take care of decedent. However, it is well settled that failure of consideration is an affirmative defense and the burden of proof rests with the party asserting this defense, here the widow. See, e.g., Poelcher v. Zink, 375 Pa. 539, 101 A. 2d 628 (1954); Brauner v. Gorgan, 316 Pa. 196, 173 Atl. 397 (1934). Having failed to introduce any evidence that Wladyslaw did not furnish part of the bargained for consideration, the widow did not meet her burden of proof.
She further insists that testimony of Wladyslaw and his wife was inadmissible under the Dead Man’s Act. However, we agree with the trial court that the record demonstrates that, whatever may be the merit in this objection, counsel for the widow waived it by failure to object.
Mrs. Beeruk also asserted that correspondence prepared by Attorney Tomascik on behalf of Mr. Beeruk was inadmissible because the record fails to show Tomaseik’s express authority. Only
See Annot., Statute of Frauds: Will or Instrument in Form of Will as Sufficient Memorandum of Contract To Devise or Bequeath, 94 A.L.R. 2d 921, 940 (1964).
2 Corbin, Contracts §498, at 680-81 (1950).
The widow seeks to distinguish Pavlinko on the theory that there the contract was written while here it is oral. However, there are for these purposes only two types of contracts—those
The nephew testified that he owned a farm in Poland and that he sold this property in the belief that his uncle would pro-' vide for him upon his arrival.
The court below commented: “The court feels Mary Beeruk’s position under the circumstances is tenuous, but nonetheless equity dictates that she receive a portion of her .husband’s éstate.” Admirable though this view may be, an orphans’ court may not substitute its compromise for the result iegally required.
Of course, this does not include the three charitable bequests which the nephew does not claim.
Dissenting Opinion
Dissenting Opinion by
I disagree with both aspects of the majority opinion. There was no memorandum sufficient to satisfy the Statute of Frauds, which requirement must be met because the alleged contract included real property. Not only do almost all the other jurisdictions which-have passed on the question require the superseded will to refer to the alleged contract in order' to coh-;
Moreover, even if there were a provable contract, I believe that the majority has chosen the wrong alternative in not requiring proof of the value of the services rendered. I agree with the majority that it makes no sense to distinguish between the situation where the contract establishes a promise to give a specific amount (where the value of the services rendered need not be proven), and the situation where the contract establishes a promise to give an amount vague or undetermined, such as the whole or part of his estate (where the value of the services must be proven).
However, rather than dispense with proving the value of the services in all eases, I think a much more salutary rule would be to require the value to be shown in all cases. Since the creditor does stand ahead of the widow, courts should take pains to prevent the diminishing of the widow’s share through the simple expedient of a contract to leave either a specific amount or a portion of the estate in the husband’s will.
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