Davies's Estate

137 A. 728, 289 Pa. 579, 1927 Pa. LEXIS 603
CourtSupreme Court of Pennsylvania
DecidedApril 14, 1927
DocketAppeals, 114-121
StatusPublished
Cited by7 cases

This text of 137 A. 728 (Davies'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
Davies's Estate, 137 A. 728, 289 Pa. 579, 1927 Pa. LEXIS 603 (Pa. 1927).

Opinion

Opinion by

Me. Justice Walling,

In January, 1923, the decedent, Eleanor Davies, died at her home in Scranton. She was a widow and childless. By her last will she gave her home, valued at five thousand dollars, and one thousand dollars to Mrs. Margaret Rees Best (herein called Margaret), and also gave certain specific bequests to others, amounting to four thousand dollars; as. to the balance of her estate, being the major portion, she died intestate. After paying the specific legacies and expenses the executor’s first partial account showed a net balance of $32,857.17 for distribution. This the auditing judge awarded to Margaret and from the orphans’ court’s decree affirming the same, Morris Rees and other collateral relatives brought these appeals. Hanna Davies, not a relative, but claiming as a creditor, also appealed from the decree rejecting her claim. These appeals are all from the same decree and will be disposed of in one opinion, first considering the award to Margaret.

*583 The decedent and her husband, Henry S. Davies, were natives of Wales, but in early life located in Scranton, where by thrift and industry they accumulated a modest fortune. Being childless and sensing the approach of age they decided to adopt or at least take some girl into their home to be a comfort and assistance in their declining years and in the end take, or at least share, their estate. They preferred some one of their blood and so corresponded with Mrs. Margaret Rees and her husband John Rees, residing in Wales, who were relatives and had young daughters, expressing their desire. To further the project Mr. and Mrs. Davies visited Wales in 1896, but failed to accomplish their object. Mr. Davies, however, revisited Wales in 1907 and, with the approval of Mr. and Mrs. Rees, brought back with him their daughter, Margaret, then eleven years of age, who thenceforward was known as their (the Davies’) foster daughter. Mr. Davies died in 1910 and, about that time, Margaret, who had completed a course at the graded school, found employment in a silk mill where she remained for some years, then worked as a domestic in private families and later, having taken a course in night school, was employed as a stenographer. Meantime she continued to reside with Mrs. Davies, when there, assisting about the work of the home, and usually gave the latter her wages. She married soon after the decedent’s death and continues to reside in the Davies’ home which was devised to her.

On her behalf it is contended that as an inducement to secure the consent of her parents, Mr. Davies promised them, in effect, to make her the heir of himself and wife, so that upon the death of the survivor she would have their property, and that later Mrs. Davies ratified the agreement. On a finding to that import the auditing judge and orphans’ court awarded the balance for distribution to Margaret. Such a claim against a dead person’s estate must be supported by clear and convincing evidence, establishing a definite contract. See Rey *584 nolds’ Exr. v. Williams’ Exr., 282 Pa. 148; Caldwell v. Taylor et al., 276 Pa. 398; Pollock v. Ray, 85 Pa. 428; Gordner’s Admrs. v. Heffley, 49 Pa. 163; Graham v. Graham’s Exrs., 34 Pa. 475. As stated by Mr. Justice Green, speaking for the court, in Wall’s Est., Ill Pa. 460, 471: “Claims of this nature against dead men’s estates, resting entirely in parol, based largely upon loose declarations presented generally years after the services in question were rendered, and whén the lips of the party principally interested are closed in death, require the closest and most careful scrutiny to prevent injustice being done.” We have searched this record in vain for evidence that meets the required standard of proof in such case. We do not challenge the credibility of the witnesses, that was for the auditing judge and orphans’ court, but as to the inferences to be drawn from their testimony an appellate court is never bound by the conclusions of the trial court. See McConville v. Ingham et al., 268 Pa. 507, 519; Gongaware’s Est., 265 Pa. 512; Beale v. Kline, 183 Pa. 149, 154. The proof of the alleged contract was primarily by the depositions of Margaret’s father, mother and brother taken in Wales after the death of Davies and Ms wife. The substance of it is that if they would let him take Margaret home he would make her his heiress so that after the death of himself and wife their property would be hers; that to accomplish such purpose he would have Ms attorney prepare papers which her parents must sign; and that under this agreement Margaret returned with him. Her parents having no adverse financial interest were competent witnesses (Edmundson’s Est., 259 Pa. 429, 436) and the testimony was supplemented by proof of declarations of both Davies and his wife to the effect that Margaret was to become their adopted daughter and heir. By virtue of a will made years prior to his death all the estate of Davies became vested in Ms widow, who in 1913, apparently to carry out the understanding above mentioned, had her attorney prepare adoption papers *585 and forward them to Margaret’s parents in Wales with an explanatory letter. The papers, containing their written consent, were returned to the attorney in Scranton, but for some unexplained reason the decree of adoption was never made or asked for. What the evidence, to which we have briefly referred, tends to prove was an agreement to adopt made by Henry S. Davies and ratified by his wife and the only method by which Margaret was to obtain their property was as heir by adoption. The evidence fails to support the finding of the auditing judge that Davies agreed Margaret should succeed to their property, independently of becoming their child, and much less that his wife ever knew of or ratified such an agreement. The decedent’s letters to her husband while he was in Wales-in 1907, about bringing home one of the girls, neither made nor authorized any agreement as to property. On the orphans’ court’s theory, on the death of Mrs. Davies the title to all her property vested in Margaret, so it could not have been shared by another child had one been legally adopted; in fact thereunder the other legacies were void, for if a valid contract was made as to' all the property it could not be defeated by a will. It would take a remarkable contract to reduce the ownership of Mr. and Mrs. Davies in their own property, amounting to approximately fifty thousand dollars, to that of a life estate. The fact that they left wills tends to show a belief in their right to dispose of their property. In any case, to sustain such a contract on the recollection of witnesses to conversations heard nearly twenty years before would establish a very dangerous precedent.

It is suggested for Margaret that her claim should be sustained on the ground of an agreement to will her the property. Unfortunately, there is no evidence in the record of such an agreement. There is some evidence that the decedent said she had or intended to will Margaret the property, but none that either she or her husband ever agreed to do so. In the absence of proof of an *586 agreement to devise, it is not necessary to discuss the measure of damages for breach thereof.

As there is no parol adoption in Pennsylvania (Carroll’s Est., 219 Pa. 440) Margaret’s claim cannot stand on that basis.

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

Related

Pulli v. Warren National Bank
412 A.2d 464 (Supreme Court of Pennsylvania, 1979)
Hays Estate
73 Pa. D. & C. 482 (Fayette County Orphans' Court, 1950)
In Re Est. of A. Koonce, Balliet
161 A. 578 (Superior Court of Pennsylvania, 1932)
Roch's Estate
16 Pa. D. & C. 700 (Philadelphia County Orphans' Court, 1932)
Estate of Lydia E. Shelton
95 Pa. Super. 363 (Superior Court of Pennsylvania, 1928)
Burke's Estate
139 A. 865 (Supreme Court of Pennsylvania, 1927)

Cite This Page — Counsel Stack

Bluebook (online)
137 A. 728, 289 Pa. 579, 1927 Pa. LEXIS 603, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daviess-estate-pa-1927.