Alexander v. Queen

97 A. 1063, 253 Pa. 195, 1916 Pa. LEXIS 808
CourtSupreme Court of Pennsylvania
DecidedMarch 27, 1916
DocketAppeal, No. 210
StatusPublished
Cited by27 cases

This text of 97 A. 1063 (Alexander v. Queen) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alexander v. Queen, 97 A. 1063, 253 Pa. 195, 1916 Pa. LEXIS 808 (Pa. 1916).

Opinion

Opinion by

Mr. Justice Stewart,

Sara E. R. Queen died, in Media in this State, 13th August, 1912, leaving to survive her a husband, Rev. Sylvanus R. Queen, but no children or issue of deceased children. Her own and her husband’s domicil had long been in Alexandria Township, Hunterdon County, in the State of New Jersey, and notwithstanding that together they had resided for much of the time for several years before her death in Media, her husband retained his citizenship in the State of New Jersey. She left two testamentary writings, one dated 29th June, 1910, by which she gave to her husband all her real estate, personal property and mixed during the natural life, and $10,-000.00 absolutely, making no disposition as to the remainder. Her signature to this paper was attested by two subscribing witnesses. She was seized of no real estate, but left a personal estate- amounting to about $35,000.00. The other writing bore date 5th June, 1911, and in that she refers to herself as being of Media, Delaware County, Pennsylvania. In the first clause of this later will, she gives to her husband all her property, real, personal and mixed, during his natural life, and directs that no inventory be taken.. In subsequent clauses she makes certain charitable bequests upon the death of her husband, amounting in all to $16,000.00 and directs that the remainder go to her nephew, here the appellee, when he is forty years old; in the meantime, -he to be paid the interest every three months. Her signature to this paper was unattested, and because of this fact it was not provable as a last will in the State of New Jersey where the husband claimed he was domiciled, though temporarily residing in Media. The husband offered the earlier will of 29th June, 1910, for probate in New Jersey, and probate being refused for the reason that the execution of [198]*198the will had not been sufficiently established by proof, he thereupon applied for letters of administration upon her estate, and these were granted to him 17th September, 1912. Some fifteen months thereafter, 10th January, 1914, the present bill was filed in the Common Pleas Court of Delaware. County in this State, by William C. Alexander, Jr., the nephew to whom was given under the later testamentary writing the remainder estate upon the death of the husband, in which, he alleged, that in order to secure the complainant’s consent to the suppression of the earlier testamentary paper, and the grant of letters of administration on the estate of said Sarah E. R. Queen, deceased, in the courts and under the laws of the State of New Jersey, the defendant, the husband of the said deceased, promised and agreed that if complainant would not object to the administration on decedent’s estate in the State of New Jersey and would not contest the jurisdiction of the courts of that state, he, the defendant would promptly carry out the last testamentary wishes of the decedent as expressed by her to him, which he stated to be as follows, to wit: that defendant should receive $10,000.00 of the principal of the estate for himself absolutely; and that he should hold the remainder of the principal of the estate in trust, to pay the income to himself during his life and pay the principal upon his death to the complainant; that upon the faith of the promise of defendant that he would deal with the property as trustee for complainant as the beneficiary in remainder in accordance with his agreement, complainant made no objections to the grant of letters of administration to the defendant; that the defendant wholly failed to carry out said promises and obligations of trust, and has refused to perform the trusts imposed oh him, or do anything whatever in evidence, in performance, or in pursuance thereof. The bill was filed against the husband, praying that a decree be entered declaring that he hold the personal property of said decedent, less the $10,000 given him absolutely, for his life only and subject to such [199]*199life estate for the use and benefit of the plaintiff; and a further decree requiring defendant to execute to the plaintiff a declaration setting forth the said trust in such form that the declaration of trust may be duly recorded. The defendant died during the pendency of the suit, and the administrator of his estate was duly substituted. The answer filed by the husband was entirely responsive; it distinctly and explicitly denied that he had ever promised or agreed with the plaintiff that in case the latter would consent to the grant of letters of administration, he, the defendant, would carry out the testamentary wishes of the decedent as stated in the bill, and every other material averment in the bill. The case was made to turn on the one question of fact, did the defendant in consideration of the complainant acquiescing in the grant of letters of administration to him in New Jersey, and the abandonment or suppression by complainant of the later will of 5th June, 1910, promise and agree that, observing the wishes of his deceased,wife as there expressed, he would hold the remainder of the estate, after receiving thereof $10,000.00 absolutely to himself and the income during life, in trust for the complainant? A very large amount of testimony was taken bearing on the question. In the view we talie of the case as it appears by the findings and conclusions of the leárned chancellor, but little of it calls for specific reference here. The conclusion reached by the chancellor after a very careful review of the evidence is expressed in the concluding sentence of the opinion filed in the case. It reads as follows : “The logic of the case requires that we shall rely on the testimony of Mr. Sheppard as entitled to full belief, and harmonize the declarations of the plaintiff therewith in accordance with the suggestions heretofore made on the one hand, or on the other hand reject the testimony of Mr. Sheppard altogether as unworthy of belief. This we cannot do-, and it is our opinion that the agreement set forth in the plaintiff’s bill was made.” The full significance of this can be understood only as it [200]*200is read in connection with what is said by the chancellor in an earlier part of the opinion where, after reviewing all the testimony except that of Mr. Sheppard, he says, “Were we to stop here, we think the plaintiff would fail.” In the conclusion expressed in this latter excerpt, we entirely agree, for the reason that eliminating the testimony of Mr. Sheppard it would simply be a case of oath against oath, and the denial contained in the answer would prevail. It follows that if Mr. Sheppard’s testimony was improperly admitted against the objection made at the time, then upon the unmistakable findings of the chancellor, the case would not have been made out and the bill should have been dismissed. The objection urged to the testimony of the witness was that the professional relation of counsel and client existed between Mr. Sheppard and Mr. Queen, arid that what was said by the latter to the former touching the business matter submitted by the latter was a privileged communication. The learned chancellor thus states his reasons for overruling the objection urged to the competency of the witness. “It will be remembered that according to the plaintiff the preparation of a declaration of trust in execution of the agreement was a subject of consideration between him and his uncle, and his uncle desired him to draw a declaration of trust which he declined to do and referred him to other attorneys and among them to Walter L. Sheppard, a member of the law firm with which the plaintiff was a salaried assistant, and with whom the defendant had some acquaintance. Mr.

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Cite This Page — Counsel Stack

Bluebook (online)
97 A. 1063, 253 Pa. 195, 1916 Pa. LEXIS 808, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alexander-v-queen-pa-1916.