Hughes Estate

41 Pa. D. & C.2d 601, 1966 Pa. Dist. & Cnty. Dec. LEXIS 231
CourtPennsylvania Orphans' Court, Chester County
DecidedDecember 12, 1966
Docketno. 123 of 1966
StatusPublished

This text of 41 Pa. D. & C.2d 601 (Hughes Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Chester County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hughes Estate, 41 Pa. D. & C.2d 601, 1966 Pa. Dist. & Cnty. Dec. LEXIS 231 (Pa. Super. Ct. 1966).

Opinion

MacElree, P. J.,

Decedent, a married man, leaving to survive him a spouse, died January 14, 1966, leaving a will dated the second day of December, 1955, which was duly probated, and upon which letters testamentary were granted February 16, 1966.

By the terms of his will, decedent provided, inter alia, as follows:

“SECOND: I do hereby give, devise, and bequeath my entire estate of whatsoever kind and nature and wheresoever situate in equal shares to my son, Francis Hughes, and my daughter, Mabel H. Baker. In the event that Mabel H. Baker should predecease me, then I direct that the share which she would have received shall go to her issue living at the time of my death per stirpes. In the event that my son, Francis Hughes, shall predecease me leaving issue, then I give that share to such issue per stirpes, but if he die without issue, then to his lawful heirs as provided by the intestate laws of the Commonwealth of Pennsylvania.

“THIRD: Having made provisions for my wife, Alice R. Hughes, during my lifetime, it is my desire that my estate be distributed after payment of all [602]*602charges against my estate as set forth in the foregoing paragraph”.

It is averred that both Mabel H. Baker and Francis H. Hughes, conditional residuary legatees named in decedent’s will, survived decedent.

It is further averred that Alice R. Hughes, surviving spouse, by election duly filed in the office of the Recorder of Deeds of Chester County, Pa., elected to take against the will of said decedent, which said election has been withdrawn by counsel for said surviving spouse.

Under date of October 5, 1966, said Alice R. Hughes duly filed a claim for the family exemption of $1,000 in cash.

In opposition of the allowance of said family exemption, there was offered in evidence before this court a postnuptial agreement dated the sixth day of February, 1952, which postnuptial agreement is as follows:

“POSTNUPTIAL AGREEMENT

“THIS AGREEMENT entered into this day of Feb. 6, 1952 between HARVEY M. HUGHES of the Borough of West Chester, County of Chester, and State of Pennsylvania, hereinafter referred to as Husband, and ALICE R. HUGHES, of the same place, hereinafter referred to as wife.

“WITNESSETH

“1. That both parties to this agreement have knowledge of the value of the property owned by the other as of the date hereof.

“2. That both parties to this agreement have been advised and are fully aware of the right of either to take against the Will of the other upon the death of either.

“3. That both parties acknowledge the fact that both have executed Wills, the provisions of which are unknown to each other.

[603]*603“4. It is expressly understood and agreed between the parties that this agreement is entered into with complete knowledge of all the surrounding circumstances and with their full approval and accord.

“5. That the parties to this agreement by these presents and in consideration of the sum of ONE DOLLAR ($1.00) and other good and lawful considerations do hereby expressly waive their rights as husband and wife to elect to take against the will of the other or to enter into any proceeding against the estate of the other contrary to the expressed provisions of their respective Wills.

“WITNESS our hands and seal this 6th day of Feb., 1952.

“/s/ Harold K. Wood /s/ Harvey M. Hughes SEAL “/s/ Philip J. Reilly /s/ Alice R. Hughes SEAL “Witnessed 3/5/52”

Findings of Fact

1. It is conceded by the parties in interest that unless barred 'by the terms of said postnuptial agreement dated February 6, 1952, Alice R. Hughes was entitled to the family exemption.

2. Alice R. Hughes, having survived decedent and having filed her claim for the family exemption, died the 19th day of November, 1966, of whose estate William E. Parke was duly appointed executor by the Register of Wills of Chester County, on December 6, 1966.

Discussion

It is quite clear that a widow’s right to the family exemption may be waived by either an antenuptial or postnuptial agreement: 3 Hunter, O.C. Commonplace Book 24 and the cases therein cited; Partridge-Remick, Pa. O.C. Practice, vol. 4, p. 258, §29.02 (3).

The question which this court is called upon to decide is whether the postnuptial agreement entered [604]*604into between the parties on February 6, 1952, constitutes such a waiver.

Item 1 recites that both parties to the agreement have knowledge of the value of the property owned by the other as of the date of the agreement.

Item 2 recites that both parties to the agreement have been advised and are fully aware of the right of either to take against the will of the other upon the death of either.

Item 3 recites that both parties acknowledge that they have executed wills, the provisions of which are unknown to each other.

Item 4 recites it is expressly understood and agreed between the parties that this agreement is entered into with complete knowledge of all the surrounding circumstances and with their full approval and accord.

Item 5 recites that the parties to this agreement by these presents and in consideration of the sum of one dollar and other good and valuable considerations do hereby expressly waive their rights as husband and wife to elect to take against the will of the other or to enter into any proceeding against the estate of the other contrary to the expressed provisions of their respective wills.

The first four items indicate clearly to this court that the parties to the postnuptial agreement were in full accord that they would respectively waive their rights to elect to take against the will of the other. Just what was contemplated by the last portion of item 5 presents a more difficult problem.

It is unusual that counsel for the respective parties both rely upon Haendler’s Estate, 81 Pa. Superior Ct. 168 and Jackson Estate, 33 D. & C. 2d 402, 14 Fiduc. Rep. 391.

In Haendler’s Estate, it was held by the late Judge Porter that a wife, having agreed to relinquish all right of dower and any and all other right, claim and [605]*605interest whatsoever in the real estate of her husband, is not entitled upon his death to recover from his estate, which consisted wholly of real property, the usual widow’s exemption allowed by section 12(a) of the Fiduciaries Act of June 7,1917, P. L. 447.

Jackson Estate, decided by Judge Taxis, is authority for the legal proposition that a nuptial agreement by which decedent’s wife agreed to waive any claim she might have by reason of her marriage, whether by way of dower, or by virtue of any statute covering distribution of decedent’s estate, in any property which he possessed, eífects a waiver of her right to the family exemption.

It is contended on behalf of Alice R. Hughes that the postnuptial agreement waived only the right of the parties to elect to take against the will of the other and their respective rights to enter into any proceeding against the estate of the other contrary to the expressed provisions of their respective wills, but that neither of these provisions expressly or by necessary implication waived the surviving spouse’s right to her family exemption.

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Related

Haendler's Estate
81 Pa. Super. 168 (Superior Court of Pennsylvania, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
41 Pa. D. & C.2d 601, 1966 Pa. Dist. & Cnty. Dec. LEXIS 231, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hughes-estate-paorphctcheste-1966.