Hauberger v. Root

5 Pa. 108, 1847 Pa. LEXIS 8
Supreme Court of Pennsylvania·Decided April 12, 1847·Published

Opinion

Coulter, J.,

(after giving an outline of the evidence.) — The real controversy between the parties would seem to be, whether Mrs. Hauberger should acquire a separate estate to her and her heirs, and which might be alienated, and that she should still be entitled to receive, during her life, the interest of the one-third part of the personal estate,, and her children the amount after [110] her death: in other words, whether they should get the land and the money both, or whether she was entitled only to a separate estate during her life, the inheritance to be secured to her children as the owners of the fund with which the land was purchased.

The first error assigned is the admission of the will of Jacob Root in evidence. But it is difficult to perceive how, with any front of justice, it could have been excluded. The defence alleged was, that by agreement of Hauberger and the testator, he, the testator, converted the personal fund or legacy designed for the separate use of Hauberger’s wife and her children, into real estator that he merely changed its form and character, without altering its purpose and destination. It is no novelty in jurisprudence to impress upon land the same qualities and uses which attended the personal fund by which it was produced, nor to give the character of real estate to money produced by the sale of the realty; and by this judicial alchemy the higúest ends and purposes of justice are sometimes attained., That the will itself does not make out the whole case, is admitted. But it was an increment in the sum. of proof necessary to maintain the defendant’s issue. It- showed the existence of the fund, and the purpose to which it was devoted, at the time, and before, the testator agreed to make the purchase. It was the substratum upon which the alleged case of the defendants was built. Perhaps it was a small circumstance towards making out the contract alleged by defendants; but it was relevant, and the best evidence in existence of the uses to which the personal fund was devoted. The strongest proof is often produced by consecutive facts, any one of which, being isolated, would be of no great consequence; but, when connected by the cohesive chain of mutual relevancy, they become irresistible. The argument that the will was then inchoate, and the testator might have changed his intention, is of no consequence, because he died without giving any sign of revocation. And of course it must be executed in all its parts, unless the defendants have established the contract which they'allege — that .the testator and Hauberger agreed that the fund should merely be converted into land. The facts to establish that contract were for the jury; its legal effect, if established, was for the court.

The second error assigned is the admission of the inventory of the personal estate of Jacob Root, deceased, in evidence. But it was properly admitted, as a link in the chain of circumstances necessary to make out the contract alleged by the defendants. It exhibited, in connection with what the old man advanced for the [111] land, the amount of the legacy bequeathed to Elizabeth and her children out of the personal estate, as it existed at the time of making the will, her legacy being one-third, and was rather advantageous than otherwise to the plaintiffs. The spirit of the exception would seem to indicate a desire to shut out light and truth from the issue, instead of an endeavoiu- to preserve it from impertinent or secondary evidence.

The third error assigned is the admission of the deed from John Krause, the assignee of Hauberger, to the executors of Jacob Root, the deceased, who are the defendants. The plaintiffs had given in evidence their deed for the property to John Krause; they had also given in evidence the sale to Jacob Root: and why they should object to the deed made to the executors of Root after his death, cannot be readily perceived by me. They had shown that the legal title was out of themselves, and could only succeed in this suit by establishing a trust in defendants. The deed being made to them as executors, they would hold for the same trust and the same title that the testator would have held, to' whom the plaintiffs had established the sale was made. It was offered by the defendants, not to establish title in themselves individually, because it could have no such effect, but as part of the res gestae, and to show that the legal title was diverted from John Krause, the assignee. The evidence was, in fact, beneficial to the plaintiff, and was properly admitted.

The fourth error assigned is, that the court erred in charging the jury that “ at any rate this seems to be an admitted trust: John Hauberger has executed at the bar an agreement, and filed it in the cause, that if the verdict be in his favour, the court may appoint a trustee for his wife Elizabeth, to take charge of the land for her, and her heirs and assigns, for her sole and separate use; and the defendants have filed a similar agreement.” This is but a mere recital by the judge of what took place on the trial, and asserts what was unquestionably true. It was contended, however, here, by the plaintiffs’ counsel, that the court below erred in permitting the defendants to file such paper. Rut it was filed without objection; and, as the only operation it could have was in favour of the plaintiffs, we do not perceive why the court ought to have interfered. The plaintiffs alleged a trust, and this paper admitted a trust: the court do not say that it was any evidence of the terms or nature of the trust, or of the contract alleged by the defendant; and it is evident that the court noticed and stated the fact of the defendants filing the paper as a circumstance favourable to the plaintiffs, be[112] cause they add, “ There is, then, a trust, at all events, to which the statute has no application.” There is no error in this part of the charge.

The fifth and last error assigned is that part of the charge in which the court instruct the jury as follows: “ But if the jury also find that Jacob Root and John Hauberger agreed that the former Should buy this lot and advance the price out of the legacy given to Elizabeth Hauberger in his will, already executed, and that the latter was to give his property assigned to John Krause, in trust for the said Elizabeth, then they should annex the condition also, that the verdict should not be executed until the plaintiffs had agreed to release the executors of Jacob Root from the sum of $581, and that the sum should be charged on the land in dispute, as a lien payable to her children at her decease.”

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Hauberger v. Root, 5 Pa. 108, 1847 Pa. LEXIS 8 (Pa. 1847).

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