Haines Estate

58 Pa. D. & C.2d 462, 1972 Pa. Dist. & Cnty. Dec. LEXIS 179
CourtPennsylvania Court of Common Pleas, Mifflin County
DecidedAugust 18, 1972
Docketno. 44-68-194
StatusPublished

This text of 58 Pa. D. & C.2d 462 (Haines Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Mifflin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Haines Estate, 58 Pa. D. & C.2d 462, 1972 Pa. Dist. & Cnty. Dec. LEXIS 179 (Pa. Super. Ct. 1972).

Opinion

LEHMAN, J„ (FIFTY-EIGHTH JUDICIAL DISTRICT, Specially Presiding),

Exceptions to the auditor’s supplemental report, now before us, deal with the determination of whether or not exceptants had proved a binding oral contract between decedent and his wife whereby each agreed with the other to dispose of his or her property by leaving everything to the survivor of them and in the event of the predecease of said spouse, after a gift of $1,000 to a nonrelative, the balance of the estate was to be divided one-half to named relatives of decedent-husband and the other half to named relatives of his wife. If so proved, can the third-party beneficiaries, who were to benefit by reason of said oral contract, be successful claimants against decedent’s estate where decedent and his wife executed separate but mutual wills with reciprocal provisions in accordance with said contract, but following his wife’s death, decedent executed a later will which did not include his wife’s named relatives and which revoked his former will?

Decedent, Roy S. Haines, one of 14 children, was born on August 20,1897. Mamie E. Haines, nee Kratzer, was one of 12 children and was born on March 11, 1899. Roy and Mamie were married to each other in June of 1920. No children were born to their marriage. Following their marriage, they operated Mamie’s father’s farm for one year and thereafter a farm east [464]*464of Lewistown until 1936. Roy was also employed at the local steel mill, retiring after 45 years of service.

After leaving the farm in 1936, they moved to Lewistown where they resided for a time in a portion of a dwelling occupied by Bertha Swartz, sister of Mamie. Mamie died June 9, 1966. Roy continued to reside in Lewistown until his death on December 2,1968.

Throughout their long and happy marriage, they enjoyed a cordial relationship with Mamie’s relatives. When living on a farm, the Haineses spent almost every weekend with the Bertha Swartz family. Both Roy and Mamie spent many Christmas and Thanksgiving holidays with her sister, Mertie V. Aurand, and during said visits Roy helped make hay and pick apples and Mamie assisted in housecleaning and preparing turkeys for the Aurand customers. The Aurands visited the Haineses on their farm at least once each month and more frequently when the Haineses lived in Lewistown.

For more than two years preceding Mamie’s death, the health of both Roy and Mamie was deteriorating. As a result of diabetes, Mamie was confined to a wheelchair or was in and out of bed during said period. Roy complained of having silicosis. He evidenced shortness of breath on slight activity.

Mamie inherited $3,445.59 from her father’s estate following his death in 1946.

As a result of Mamie’s church acquaintance with Mary A. McCoy, secretary to Harry B. Thatcher, Esq., a Lewistown attorney, Mamie scheduled an appointment for Mr. Thatcher to visit her and her husband at their home. Mr. Thatcher called at the Haines’ home early in July 1964, pursuant to the said appointment. He had not known the Haineses prior to his visit. He testified that on said visit both Roy S. Haines and Mamie E. Haines were present, that his visit lasted [465]*465at least an hour and a half, that Roy, in the presence of his wife, stated that he and his wife had several properties and savings and that they had decided that they wanted the survivor of them to have everything and on the death of said survivor, Helen Bailey was to receive $1,000 and thereafter one-half of their estate was to go to his wife’s relatives and the other half to go to his relatives. Mamie E. Haines agreed to this and told the attorney on said visit that she had received money from home. Each outlined to the attorney the names of his or her relatives and the share each was to receive. Both of the Haineses designated Bertha K. Swartz and Mertie V. Aurand, sisters of Mamie, as executrices and also requested the attorney to prepare a power of attorney from the Haineses to them as well as prepare the wills.

On July 7,1964, Mr. Thatcher returned to the Haines’ home and on said date the two wills he had prepared for them were read by him to them and were executed together with the power of attorney. The attorney identified carbon copies of said wills with typed signatures which had been retained in his file, as being true copies of the originals. These were admitted into evidence by the auditor. The original wills have not been found and there is no testimony that such wills can now be produced. Mr. Thatcher was a competent witness, as he would not benefit irrespective of whether the agreement was or was not sustained.

The two wills contained reciprocal provisions, each giving to the surviving spouse the entire estate and in the event of the predecease or failure of said spouse to live for 30 days following the death of decedent, after a bequest of $1,000 to Helen Bailey, a nonrelative, the residue and remainder was divided into two halves, with one-half to the named relatives of Mamie and the other half to the named relatives of Roy. Each will [466]*466named Bertha Swartz and Mertie Aurand as executrices. Neither will referred to any agreement between the testator and his or her spouse.

Mamie’s will of July 7, 1964, was never probated and there was no administration of her estate, since there apparently was no property in her own name requiring administration.

On November 27, 1967, Roy S. Haines executed a codicil to his will of July 7,1964, in which he appointed Marie Woodling, his sister, and Harry Erman Haines, his brother, to be his executors in place of Bertha Swartz and Mertie Aurand. On May 27, 1968, he revoked the power of attorney to Bertha Swartz and Mertie Aurand which he had executed on July 7, 1964, at the same time that his original will had been executed.

Roy S. Haines, on or after May, 1968, asked for and received his July 7, 1964, will that he had entrusted to Mr. Thatcher for safe-keeping.

On June 14, 1968, Roy S. Haines executed a new will which was prepared by John R. Moore, Esq., of Selinsgrove, Pa., who is distantly related to him by marriage, by which he revoked all of his previous wills and directed that his estate be divided into as many equal shares as he had brothers and sisters living at the time of his death, including issue of deceased brothers and sisters. Said will recited that Roy S. Haines then had six brothers and six sisters living and two brothers who were deceased, each of whom had issue living. He incorrectly referred to Helen Bailey as one of his sisters and included her for a share of his estate. He named Marie Woodling and Erman Haines as his executors.

Roy S. Haines died on December 2, 1968, and his will of June 14, 1968, was probated on December 6, 1968, and letters testamentary thereon were granted [467]*467to Marie Woo riling and Erman Haines who proceeded to administer the estate. On January 27, 1970, as executors of said estate, they filed their first and final account and statement of proposed distribution, showing a total personal estate of $84,144.68, proceeds from the sale of real estate of $8,975.00, income in the personal account of $3,369.87 and rent receipts of $333.20, or a total of $96,822.75. Total disbursements, including reserves set aside for the balance of attorneys’ fees, Federal estate taxes, etc., amounted to $29,622.75, leaving a balance for distribution of $67,200.

After notice to all parties in interest that the account would be submitted for confirmation on March 23, 1970, the Mamie E.

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Bluebook (online)
58 Pa. D. & C.2d 462, 1972 Pa. Dist. & Cnty. Dec. LEXIS 179, Counsel Stack Legal Research, https://law.counselstack.com/opinion/haines-estate-pactcomplmiffli-1972.