Albright v. Lenhart

2 Pa. D. & C. 21, 1922 Pa. Dist. & Cnty. Dec. LEXIS 166
CourtPennsylvania Court of Common Pleas, Dauphin County
DecidedApril 7, 1922
DocketNo. 526
StatusPublished

This text of 2 Pa. D. & C. 21 (Albright v. Lenhart) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Dauphin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albright v. Lenhart, 2 Pa. D. & C. 21, 1922 Pa. Dist. & Cnty. Dec. LEXIS 166 (Pa. Super. Ct. 1922).

Opinion

WiCKERSHAM, J.,

This case comes before us upon a motion for judgment for want of a sufficient affidavit of defence, and, therefore, all the relevant allegations therein must be taken to be true. Therefrom it appears that some time in the month of July, 19.17, Alberta Albright came to the home of the defendant in the City of Harrisburg, bringing with her a tin box, which she handed to the defendant, saying: “Keep this for me. It will be safer with you than in my house.” The box was locked at the time of its delivery to the defendant, the said Alberta Albright retaining the key; nothing was said by her as to the contents of the box.

[22]*22In September, 1919, the said Alberta Albright visited the defendant, asked for the box, which was delivered to her, which she opened and took therefrom some pieces of jewelry. She then locked the box and redelivered it to the defendant.

Some time in the month of September, 1920, the said Alberta Albright again visited the home of the defendant and said to her: “Bertha, you remember that box I gave you. In case anything happens to me, you break it open and you take the first choice of pins and your mother the second, and the remaining jewelry divide in lots as you see fit for Myron’s children. There is also a little money in the box, which you divide equally among yourself and Myron’s children. You know their father is dead and they are in the Moose-Hart Home in Illinois, and I feel that I would like to do a little more for them than the rest. The rest will have plenty without that.”

Some two months after this conversation, to wit, on the-day of November, 1920, the said Alberta Albright made her last will and testament, in which, after making numerous specific bequests, she bequeathed all the rest, residue and remainder of her estate, whatsoever kind and wheresoever situate, to her nieces and nephews (naming them therein), share and share alike, and in said last will and testament she appointed the plaintiffs the executors, which will was probated and letters testamentary issued thereon Jan. 6, 1921.

The said Alberta Albright died Jan. 2, 1921, and thereafter the defendant broke open the box and found therein certain jewelry and four certificates of deposit in the West End Trust Company of Philadelphia of the face value of $2900. The defendant notified William Albright, one of the executors named in the will of the said Alberta Albright, that the box was in her possession and furnished him with a schedule of its contents, but she refused to surrender the said box or its contents to the plaintiff; whereupon they, the said plaintiffs, caused to be issued from this court a writ of replevin to recover the possession of said four certificates of deposit. After the service of said writ of replevin, the defendant surrendered the said certificates of deposit to the executors named in the will of the said Alberta Albright, but she still has in her possession said box and the jewelry therein contained.

The plaintiffs filed their statement of claim Aug. 20, 1921, alleging that the decedent, Alberba Albright, at the time of her death, was the owner of said four certificates of deposit which were in the possession of the defendant and which were recovered from her by the said writ of replevin, and alleging that this action is brought to determine the plaintiffs’ right, title and right of possession in and to the said certificates in the said writ and in said statement described, and for which the plaintiffs claim judgment that the same shall be adjudged their property. The defendant filed her affidavit of defence Jan. 30, 1922, alleging her title to said four certificates to be supported by the facts substantially as we have above stated them, which affidavit of defence the plaintiffs claim is insufficient in law to sustain a judgment in favor of the defendant, and move for judgment for want of a sufficient affidavit of defence, for the reasons:

1. That the facts as pleaded by the defendant do not constitute a gift inter vivos.

2. That the facts as pleaded by the defendant do not constitute a gift causa, mortis.

3. That the disposition of the property, if testamentary in its character, is void as a nuncupative will, and no attempt has been made to prove it as such. If it was a testamentary disposition, it is revoked by the later will of the defendant.

[23]*234. That, in any event, any gift of the securities was invalid because it is incomplete, the certificates not having been endorsed.

It is not seriously contended by counsel for the defendant, under the admitted facts alleged in the affidavit of defence, that a gift causa mortis has been established. The conversation between Alberta Albright and the defendant occurred in September, 1920, at which time there is no allegation that the said Alberta Albright was in ill-health. A mere gift made in prospect of death and professing to pass to the donee all of the property of the decedent, consisting of wearing apparel, a promissory note, a book of deposit in a savings fund society, etc., to take effect after death, is not valid as a donatio causa mortis, whether accompanied by delivery or not: Headley v. Kirby, 18 Pa. 326; but there is no suggestion in the affidavit of defence that there was a gift made in this case “in prospect of death,” and, therefore, the donor not being in her last illness or in periculo mortis, a claim that this was a donatio causa mortis cannot be sustained: Gourley v. Linsenbigler, 51 Pa. 345; McHale, Admin’x, v. Toole et al., 258 Pa. 293.

Do the facts pleaded by the defendant support her claim that there was here a gift inter vivos? A gift is a voluntary transfer of a chattel, completed by delivery of possession. It is the fact of delivery that converts the unexe-cuted and revocable purpose into an executed and therefore irrevocable contract: Cooper’s Estate, 263 Pa. 37.

“A gift»” says Mr. Justice Williams, in Walsh’s Appeal, 122 Pa. 177, “is more than a purpose to give, however clear and well settled that purpose may be.. It is a purpose executed. It may be defined as a voluntary transfer of a chattel, completed by the delivery of possession. It is the fact of delivery that converts the unexecuted and revocable purpose into an executed and therefore irrevocable contract. . . . There must be a purpose to give; this purpose must be expressed in words or signs, and it must be executed by the actual delivery of the thing given to the donee or some one for his use. In every valid gift a present title must vest in the donee irrevocably. In the case of money on deposit or loaned out, the certificate of deposit or bill, note or bond may be delivered, properly endorsed, and it will confer on the donee an absolute title of the fund represented by it; but if there remains something for the donor to do before the title of the donee is complete, the donor may decline further performance and resume his own:” Per Stewart, J., in Cooper’s Estate, 263 Pa. 37, 46; McHale, Admin’x, v. Toole et al., 258 Pa. 293; Flanagan v. Nash, 185 Pa. 41; Sisco’s Estate, 63 Pa. Superior Ct. 147-149.

Measured by the rule that to establish a gift inter vivos there must exist more than a purpose to give, which purpose must be expressed in words or signs, and must be executed by the actual delivery of the thing given to the donee so as to vest a present title in the donee irrevocably, the facts alleged in the affidavit of defence utterly fail to establish such a gift on the part of the donor, Mrs.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Headley v. Kirby
18 Pa. 326 (Supreme Court of Pennsylvania, 1852)
Gourley v. Linsenbigler
51 Pa. 345 (Supreme Court of Pennsylvania, 1867)
Appeal of Walsh
15 A. 470 (Supreme Court of Pennsylvania, 1888)
Commonwealth v. Crompton
20 A. 417 (Supreme Court of Pennsylvania, 1890)
Jacques v. Fourthman
20 A. 802 (Supreme Court of Pennsylvania, 1890)
Estate of Hemphill
36 A. 406 (Supreme Court of Pennsylvania, 1897)
Estate of Wise
37 A. 936 (Supreme Court of Pennsylvania, 1897)
Flanagan v. Nash
39 A. 818 (Supreme Court of Pennsylvania, 1898)
Hani v. Germania Life Insurance
47 A. 200 (Supreme Court of Pennsylvania, 1900)
Funston v. Twining
51 A. 736 (Supreme Court of Pennsylvania, 1902)
Ashman's Estate
72 A. 899 (Supreme Court of Pennsylvania, 1909)
McHale v. Toole
101 A. 988 (Supreme Court of Pennsylvania, 1917)
Cooper's Estate
106 A. 98 (Supreme Court of Pennsylvania, 1919)
Sisco's Estate
63 Pa. Super. 147 (Superior Court of Pennsylvania, 1916)

Cite This Page — Counsel Stack

Bluebook (online)
2 Pa. D. & C. 21, 1922 Pa. Dist. & Cnty. Dec. LEXIS 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albright-v-lenhart-pactcompldauphi-1922.