Buckland's Estate

86 A. 1098, 239 Pa. 608, 1913 Pa. LEXIS 616
CourtSupreme Court of Pennsylvania
DecidedMarch 17, 1913
DocketAppeal, No. 411
StatusPublished
Cited by15 cases

This text of 86 A. 1098 (Buckland's Estate) 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
Buckland's Estate, 86 A. 1098, 239 Pa. 608, 1913 Pa. LEXIS 616 (Pa. 1913).

Opinion

Opinion by

Mc. Justice Elkin,

Three questions are raised by this appeal, or, more accurately speaking, two questions are raised by counsel for appellant, and one by counsel for appellee. We will discuss these questions in the following order.

It is contended that the provision of the Act of 1909 relating to the procedure for making the appraisement is simply in aid of distribution, and is without finality until there shall be a final distribution of the estate. In [611]*611other words, it is the distribution and not the appraisement that determines the rights of the parties, and hence the decree confirming the appraisement is interlocutory. We cannot accept this as the correct view to be taken of the procedure for appraising and setting apart the five thousand dollars in value of property taken by the widow under the Act of April 1, 1909, P. L. 87. The procedure under this act is the same as that provided in Section 5 of the Act of April 14, 1851, P. L. 612, relating to widow’s exemptions, and there is no substantial difference in principle as to the effect of the decree of confirmation in each class of cases. As to the effect of the appraisement of the widow’s exemption, this court has decided that the confirmation is an adjudication to the widow of the property mentioned in the inventory and vests the same in her absolutely. It is a judgment in rem determining the status of the property and binding on the whole world: Runyan’s App., 27 Pa. 121. The appraisement, when confirmed by the court, becomes a matter of record and has the effect of a judgment at common law: Seller’s Est., 82 Pa. 153. The Superior Court has also decided that the exemption, when elected to be taken in real estate, becomes, after the confirmation of the report of the appraisers that the land cannot be divided without injury, a charge upon it, which may be enforced by the proper court making a decree of sale : Greenawalt’s Est., 16 Pa. Superior Ct. 263. The same court also decided that the decree of confirmation cannot be attacked in a proceeding subsequently had before an auditor to distribute the proceeds of the sale of real estate : Scott’s Est., 18 Pa. Superior Ct. 375. It is argued that the widow who takes by inheritance under the Act of 1909 stands in a different position than the one who claims an exemption under the Act of 1851, and that by reason of this difference the decree confirming the appraisement does not have the same effect in one case as in the other. But this is a distinction without any substantial difference. It is true the widow under the Act [612]*612of 1909 takes by inheritance while under the Act of 1851 she takes by election, but the procedure for appraising and setting apart the property, or of determining the value thereof and fixing the amount of the lien, is the same in both cases. If she chooses real estate, the title passes to her absolutely upon the confirmation of the appraisement, subject of course to certain liens, or in some instances perhaps to a defeasance. If the real estate cannot be divided without injury to the whole, the share of the widow becomes a lien upon it, and after absolute confirmation of the appraisement the judgment is final and cannot be attacked in a collateral proceeding. So far as we are informed, this has been the recognized and uniform practice under the Act of 1909 and we can see no reason to disturb it. Cases may arise under the Act of 1909, as they have arisen under the act of 1851, in which the estate may be of such a character as to make an appraisement unnecessary, as where it consists of cash in hand. But where an appraisement is necessary, and it has been made as the law requires, the confirmation is a definitive decree from which an appeal lies.

The important question in the case is whether the husband elected to take under the will of his wife; if he did, he is bound by that election and cannot claim under the intestate laws. It is argued with much force that his acts were equivalent to an election in pais, and that by reason of what he did in the management and control of his wife’s estate after her death he is estopped from claiming otherwise than under her will. The answer to this position must of necessity depend upon the facts and they are to be determined by a proper tribunal. The learned Orphans’ Court, after an exhaustive examination of the evidence and a careful consideration of the law, reached the conclusion that what was done by the husband did not amount to an election in pais. He found the facts in favor of appellee, and while there may be room for difference of opinion as to the inferences to be. drawn from the facts, there [613]*613was ample evidence to sustain the findings, and this being so, we are not prepared to say there was such clear error as to warrant a reversal on this ground. It is perfectly clear that the husband was not satisfied with the will of his wife and that his attitude was made known to the interested parties very soon after her death. This resulted in negotiations for a family settlement which had been practically concluded at the time of his death. During the entire course of these negotiations, the attitude of the husband was, not that he would elect to take under the will, but that he would take against the will, unless a satisfactory adjustment could be made. All of these matters were fully considered by the learned court below with the result above indicated. Under these circumstances we do not feel warranted in saying that the learned court below committed error either in his findings of fact or in his conclusions of law on this branch of the case.

On the other hand we think the learned Orphans’ Court was clearly right in finding that the husband had elected to take against the will of his wife. The negotiations for a family settlement were based upon the known attitude of the husband that he would take against the will of his wife unless there was an amicable adjustment between the interested parties and himself satisfactory to him. He did make his election to take against the will of his wife in writing, duly acknowledged in his lifetime. Under the circumstances of the present case this was a valid exercise of his right of election and his estate is entitled to whatever benefit accrued to him by reason thereof. We fully agree with learned counsel for appellant that the election could not be made by the executor or administrator of the deceased husband. Our own cases so decide. But in the present case the election was not made by an executor or administrator; it w;as made by the husband in his lifetime.

One more question remains to be considered. The [614]*614election of the husband to take against the will of his wife contained a provision claiming his “rights and interest in said estate in such case under the laws of the State of Pennsylvania.” He did not make any specific claim to have property to the value of five thousand dollars set apart to him under the Act of 1909. He claimed the right to take under the intestate laws generally. After his death his administrator c. t. a. presented a petition claiming five thousand dollars for the benefit of the estate of the deceased husband and requesting the appointment of appraisers to have the same set apart, or valued, in accordance with the provisions of the acts of assembly.

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Cite This Page — Counsel Stack

Bluebook (online)
86 A. 1098, 239 Pa. 608, 1913 Pa. LEXIS 616, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bucklands-estate-pa-1913.