Jones's Estate

60 A. 915, 211 Pa. 364, 1905 Pa. LEXIS 468
CourtSupreme Court of Pennsylvania
DecidedApril 10, 1905
DocketAppeal, No. 169
StatusPublished
Cited by37 cases

This text of 60 A. 915 (Jones'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
Jones's Estate, 60 A. 915, 211 Pa. 364, 1905 Pa. LEXIS 468 (Pa. 1905).

Opinions

Opinion by

Mb. Justice Potteb,

The questions presented by this appeal, as stated by the appellant, are:

1. Does a legacy, in these words, “ one third to my wife, Mary Brown Jones,” lapse, when the wife subsequent to the date of the will, at her own instance, obtains a divorce a vinculo matrimonii ?

2. Is a bequest “to my wife Mary Bi’own Jones ” revoked by implication, by reason of absolute divorce ?

We take up these questions in order.

What is there in the facts of this case to support the claim that the legacy has lapsed ? The person named as legatee did not die in the lifetime of the testator, nor did any other event occur in the lifetime of the testator, which under the language of the will, would render the testamentary gift inoperative. The donee survived the tegtator and is alive, and has both capacity and willingness to take under the will. But it is suggested in the argument, that while not physically dead, the [381]*381donee by her own act in obtaining the decree of divorce, ended the marital relation, as absolutely as death would have done. This consequence did follow the divorce, in so far as the duties, rights and claims accruing to her by reason of the marriage are concerned. With respect to the determination of these rights, and these alone, is divorce the equivalent of death. The decree in divorce took away only what the law gave to her when the marriage was contracted. This was the right to support, and to dower in his estate if she survived him. After the entry of the decree, the testator was no longer bound to provide for her, and she had no further claim upon his estate. What the law gave, it took away; nothing more.

The beneficiary is not here claiming anything which accrued to her in pursuance of her marriage. She is here only as a legatee, and is asking for that only which the testator gave to her of his free grace, and as a matter of bounty. That which he gave to her in his will, was his own, to give or to withhold as he saw fit. A bequest needs no consideration to support it. As a legatee she stands upon the same footing as any other individual, and her relation to the testator has nothing to do with the case, unless he chose to make it an element, in the bestowal of the gift. Did he do so ? The provision in the will is as follows : “ I direct that my funeral expenses and all debts be promptly paid, and that my estate be divided as follows: One third to my wife, Mary Brown Jones, and the balance to my son, Thomas Mifflin Jones.” The will was dated April 24,1899, and Mary Brown Jones was then the wife of the testator. On February 6,1900, the said Mary Brown Jones began proceedings in divorce, and the decree was granted to her on September 19, 1900. Thomas M. Jones, Jr., the testator, lived about one year and eight months after the divorce was granted, and died on May 17, 1902. Mary Brown Jones did not remarry during the lifetime of the said Thomas M. Jones, Jr., but she did marry about six months after his death. It will be noticed that the gift was to “My wife, Mary Brown Jones,” without any conditions or limitations. The testator gives the one third of his estate to a particular person, naming her, and further identifying her by the statement that she is his wife that is in substance wbat he says. He makes no stipulation that she shall remain his wife, or be such at the time of his death. We are clear that [382]*382such use of the word “ wife ” as is here made, is descriptive only, and does not imply any continuing condition.

“ The mere fact that a gift is made to a named legatee in a certain character, as for instance to my wife A, does not avoid the legacy, if the legatee does not happen to fill the character : ” Theobald on Wills (5th ed.), p. 247. In Bullock v. Zilley, 1 N. J. Eq. 489, the words “ his wife,” as applied to complainant, were held to be mere words of description of the individual, and not as defining the capacity in which she was to benefit. In Mellen’s Estate, 28 W. N. C. 120, where the beneficiary was named as “ T. W. the husband of my said daughter,” the word “ husband ” was held to be a description of the person and not of the character in which he was to take. The reasoning of Judge Penbose fits accurately this case. He said : “We may conjecture, but we cannot be certain, that the inducing cause of the provision for Thomas Waller was that he was the husband of the testator’s daughter. The relationship, however, could not have been the sole motive since the gift is to the individual by name, and not to him simply as husband, nor is there, as in Bell v. Smalley, 18 Atlantic Repr. 70, the evidence offered by the restriction of the bounty to the time during which the beneficiary remains unmarried. We have no right to say that the gift was subject to the condition that the donee should at the time it took effect be the husband of the daughter.”

In Brown v. A. O. U. W., 208 Pa. 101, where a certificate was payable at the death of John Brown to his wife, Mattie Brown, we held that it was for the individual, Mattie Brown, without regard to the fact of her continuing to be the wife of the member, and subsequent divorce did not forfeit her right. The husband there had the power to change the beneficiary at any time, and we held that the fact that he did not do so, during a period of eight years between the divorce and his death, made evident his intention not to deprive his first wife of the benefit of the policy. “ Where a man retains a revocable instrument with full opportunity of revoking it, and does not revoke it, there is a strong presumption that he wishes it to stand: ” Tilghman, C. J., in Irish v. Smith, 8 S. & R. 573.

We are clear that the will indicates that the testator intended the gift for the individual, Mary Brown Jones, who was at that [383]*383time liis wife, and identified by him as such. We think the bequest is unrestricted, and that the words, “ my wife,” are, as we said above, only descriptive, and do not import a condition that the beneficiary shall remain his wife. Nor do we doubt that as to the object of the legacy the will speaks from its date : Anshutz v. Miller, 81 Pa. 212. “ Prima facie a gift to the wife of A, who had a wife living at the date of the will, goes to that wife and no other. ... If there is anything on the face of the will to show that an existing person is referred to, the case is clear: ” Theobald on Wills, 249.

Nor is there anything in the Act of June 4, 1879, P. L. 88, to the contrary. Under the requirements of that act, it is “ with reference to anjr real or personal estate embraced in it ” that every will shall speak as of the testator’s death. In Robeno v. Marlatt, 136 Pa. 35, the court below said, on page 37:' “It is claimed, however, that the act of June 4, 1879, bars their (after-born children) right. This act lias received judicial construction, the results of which are that as to the condition of the donees the will speaks as of the date; as to the subjects of the testamentary disposition, the will is construed as of the death; as to the objects, that is, the persons who are to take under it, and their condition, the will speaks as of its date ; as to the testator’s condition, it is to be considered as of its date. The act is restricted in its effect to the real and personal property passing under it.” And this statement was affirmed by this court.

But turning to the second question presented here, it is elaborately argued that as matter of law, the bequest to Mary Brown Jones was impliedly revoked by reason of the divorce.

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60 A. 915, 211 Pa. 364, 1905 Pa. LEXIS 468, Counsel Stack Legal Research, https://law.counselstack.com/opinion/joness-estate-pa-1905.