McGinley's Estate

101 A. 807, 257 Pa. 478, 1917 Pa. LEXIS 762
CourtSupreme Court of Pennsylvania
DecidedApril 16, 1917
DocketAppeal, No. 49
StatusPublished
Cited by36 cases

This text of 101 A. 807 (McGinley'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
McGinley's Estate, 101 A. 807, 257 Pa. 478, 1917 Pa. LEXIS 762 (Pa. 1917).

Opinion

Opinion by

Mb. Justice Mestbezat,

Catherine T. Tracey and Rose M. Rehrer, nieces of Susan McGinley, deceased, who survived her husband, Stephen McGinley, presented their petition to the Orphans’ Court of Berks County averring, inter alia, that Stephen McGinley and Susan McGinley had in pursuance of a contract between themselves and the petitioners made mutual and reciprocal wills on May 22, 1914, in which they had devised their property to the petitioners in consideration that the latter would take care of them [481]*481during life; that the register of wills had admitted to probate, against their objection, a paper writing purporting to be the last will and testament of Susan Mc-Ginley, dated April 6, 1915; that petitioners had filed their appeal from the decision of the register admitting the paper to probate; and prayed the court to award a citation to the legatees named in the alleged will of April 6, 1915, to show cause why said will should not be adjudged void and why a precept should not be issued to the Court of Common Pleas directing that an issue be framed to determine whether Susan McGinley was the victim of hallucinations and delusions, was of sound and disposing mind, whether the execution of the will was procured by fraud or undue influence, and “whether the paper writing dated May 22, 1914, signed by the said Susan McGinley, is such a mutual and reciprocal will as to prevent the said Susan McGinley from revoking the same after the death of the said Stephen McGinley.” A citation was awarded to which an answer was filed denying the mental incapacity of Susan McGinley, that she had hallucinations and delusions and that the will was void, and also denying the alleged facts averred in support of the allegation that the will was void. The Orphans’ Court refused an issue devisavit vel non, and the contestants have appealed.

We have carefully examined the evidence and agree with the learned judge of the court below that it is insufficient to justify a verdict that, at the date of the will, April 6, 1915, the decedent was of unsound mind or was subject to hallucinations and delusions concerning the contestants, or that the will.was procured by fraud or. undue influence. In determining the right to an issue, the test is whether, after a review of the whole testimony, the trial judge would sustain a verdict against the will as being in accord with the manifest weight of the evidence. The subscribing witnesses, one of whom wrote the will, the physician of the decedent, the alderman of the ward who had transacted her; business for years and another [482]*482reputable witness testified that her mental condition was good at the time she executed the will. It appears from this testimony that the decedent furnished the data to the scrivener for preparing the will, and he testified he read the will to her and her conversation was clear and natural, her hearing and sight were good, and she knew what she was doing, what property she possessed and to whom her estate was to go. The contestants introduced testimony to show that on one occasion the decedent had, in an excited manner, ordered the name of one of the contestants to be taken off the books of a trust company, and on several occasions had made remarks in answer to greetings of friends on the street which indicated a weak intellect and a loss of memory. Several other incidents were shown which are of little or nO weight in establishing mental infirmity in the decedent. A jury would not be permitted to find mental incompetency or undue influence from such testimony, and the court was right in refusing the issue for such reason.

We cannot assent to the learned judge’s conclusion that the oral evidence submitted in conjunction with the wills of May 22,1914, was insufficient to justify the court in granting an issue to determine whether the parties entered into the agreement as alleged by the contestants. This, as will be observed, was one of the questions which was raised by the pleadings and was considered by the court in determining whether an issue should be sent to the Common Pleas. Susan McGinley, the decedent, and Stephen McGinley, her husband, each made a will on May 22, 1914, by which they gave all their property, , after the death of the survivor of them, to Mrs. McGin'.|ey’s. two nieces, the contestants in this proceeding. These wills were written by the same scrivener, executed at the same time, witnessed by the same parties, and are identical in form and effect, the name of the principal beneficiary in each being the only difference. The eon•.testants introduced evidence to show that the two wills [483]*483were executed, mutually and reciprocally, in pursuance of an agreement between tbe McGinleys and their nieces that, if the latter continued, as formerly, to care for their uncle and aunt as long as both lived, they were to have all the property of the McGinleys after the death of the survivor, and that the nieces performed their part of the contract, having taken care of Stephen McGinley until his death on September 9, 1914, and of Susan McGinley until within three weeks of her death, when she left the homé of the nieces without cause and without their consent or agreement. It is, therefore, claimed that Mrs. McGinley violated her contract with her husband and her nieces, and, after his death, attempted to revoke her will of May 22, 1914, by making another will on April 6, 1915, the subject of this contest, by which she excluded her nieces and gave to strangers the estate which she owned in her own right and that which she received by her husband’s will.

It is well settled that one may enter into a valid contract to dispose by will of his property, real or personal, in a particular way, and that such will is irrevocable and the contract will be specifically enforced. There are many examples of the recognition of this doctrine in this State and other states: Cawley’s Est., 136 Pa. 628; Smith v. Tuit, 127 Pa. 341; Wright’s Est., 155 Pa. 64; Shroyer v. Smith, 204 Pa. 310; Lewallen’s Est., 27 Pa. Superior Ct. 320; Park v. Park, 39 Pa. Superior Ct. 212; Frazier et al. v. Patterson et al., 27 L. R. A. (N. S.) 508, and notes. In Thompson on Wills, Section 28, the learned author says: “Mutual wills, that is, where two persons execute wills reciprocal in their provisions, but separate instruments, may or may not be revocable at the pleasure of either party, according to the circumstances afid understanding upon which they were executed. To deprive either party of the right to revoke such mutual wills, it is necessary to prove such wills were executed in pursuance of a contract or a compact between the parties and that each is the consideration for the other.” When [484]*484such contract has been proved, the will becomes a writing containing the terms of the agreement, and satisfies the statute of frauds: Shroyer v. Smith, 204 Pa. 310.

We think the evidence submitted to and considered by the court was sufficient to send the case to a jury to determine the existence of the alleged contract between the McGinleys and the contestants, and whether the latter performed their part of the agreement. The court concedes that the wills of May 22, 1914, put in evidence, have the earmarks of mutual wills. The contestants introduced parol evidence in support of the contract. One of the witnesses was Fletcher E. Nyce,assistant treasurer of the Pennsylvania Trust Company of Reading and for many years the financial adviser of the McGinleys. He testified, inter alia, as follows: “About the middle of July, 1914, I was down to see Mr. and Mrs. McGinley; and at that time Mr. McGinley told me; he said, ‘Mr.

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

Related

Miller v. Commonwealth
18 A.3d 395 (Commonwealth Court of Pennsylvania, 2011)
Psola v. Basar
13 Pa. D. & C.3d 352 (Luzerne County Court of Common Pleas, 1980)
Haines Estate
58 Pa. D. & C.2d 462 (Mifflin County Court of Common Pleas, 1972)
ZIMNISKY v. Zimnisky
231 A.2d 904 (Superior Court of Pennsylvania, 1967)
Fahringer v. Strine Estate
216 A.2d 82 (Supreme Court of Pennsylvania, 1966)
Vanston Estate
26 Pa. D. & C.2d 555 (Lackawanna County Orphans' Court, 1961)
Herr Estate
161 A.2d 32 (Supreme Court of Pennsylvania, 1960)
Liggins Estate
143 A.2d 349 (Supreme Court of Pennsylvania, 1958)
Hitchcock Estate
124 A.2d 360 (Supreme Court of Pennsylvania, 1956)
Rule v. Rule
10 Pa. D. & C.2d 294 (Luzerne County Court of Common Pleas, 1956)
Swenk Estate
108 A.2d 825 (Superior Court of Pennsylvania, 1954)
Soffee v. Hall
105 A.2d 144 (Supreme Court of Pennsylvania, 1954)
Snyder Estate
86 Pa. D. & C. 449 (Cumberland County Orphans' Court, 1953)
Swenk Estate
81 Pa. D. & C. 504 (Lancaster County Orphans' Court, 1952)
Gredler Estate
65 A.2d 404 (Supreme Court of Pennsylvania, 1949)
Cramer v. McKinney
49 A.2d 374 (Supreme Court of Pennsylvania, 1946)
Kocher Estate
46 A.2d 488 (Supreme Court of Pennsylvania, 1946)
Winters' Estate
57 Pa. D. & C. 433 (Delaware County Orphans' Court, 1945)
Autenreith v. Commissioner
41 B.T.A. 319 (Board of Tax Appeals, 1940)
Emig's Estate
37 Pa. D. & C. 151 (York County Orphans' Court, 1939)

Cite This Page — Counsel Stack

Bluebook (online)
101 A. 807, 257 Pa. 478, 1917 Pa. LEXIS 762, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcginleys-estate-pa-1917.