Moore's Estate

50 Pa. Super. 76, 1912 Pa. Super. LEXIS 9
CourtSuperior Court of Pennsylvania
DecidedApril 23, 1912
DocketAppeal, No. 247
StatusPublished
Cited by1 cases

This text of 50 Pa. Super. 76 (Moore's Estate) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moore's Estate, 50 Pa. Super. 76, 1912 Pa. Super. LEXIS 9 (Pa. Ct. App. 1912).

Opinion

Opinion by

Head, J.,

Helen W. Moore, a married woman, died on April 6, 1910, leaving to survive her a husband and collateral heirs only. In her will, duly executed before her death, she made certain provisions in favor of her surviving husband. In due time he filed his election to decline the provisions thus made for him and to take the share or portion of his wife’s estate allowed to him by law. In so doing he was exercising the right conferred on him by the first section of the Act of May 4, 1855, P. L. 430, which provides “That the power of any married woman to bequeath or devise her property by will, shall be restricted, as regards the husband, to the same extent as the husband’s power so to dispose of his property is restricted, as regards the wife, namely: so that any surviving husband may, against her will, elect to take such share and interest in her real and personal estate as she can when surviving, elect to take against his will in his estate,” &c. The statute thus, in clear and unambiguous language, first confers upon the surviving husband the right to take a certain interest in the estate of his wife notwithstanding any attempt by her to otherwise dispose of it by will; and secondly, it furnishes the measure of what he shall have the right to take when he so elects, to wit, “such share and interest in her real and personal estate as she can when surviving, elect to take against his will in his estate.”

Prior to the passage of the Act of April 1, 1909, P. L. 87, the ascertainment of the share of a wife’s estate which by law could be claimed by her surviving husband, when electing to take against her will, would have presented [79]*79no difficulty whatever. By that act a change of considerable importance was made in the distribution of estates of decedents who died leaving surviving widows but no issue. That act is entitled “An Act to amend section one of an act, entitled ‘An act relating to the descent and distribution of the estates of intestates,’ passed and approved April eighth, one thousand eight hundred and thirty-three, defining and declaring the interest that shall descend to and vest in the surviving husband or wife of such intestate.” Article II of section 1 thereof provides “Where such intestate shall leave a widow and collateral heirs or other kindred, but no issue, such widow shall be entitled to the real or personal estate, or both, to the aggregate value of five thousand dollars, in addition to the widow’s exemption as allowed by law; and if such estate shall exceed in value the sum of five thousand dollars, the widow shall be entitled to such sum of five thousand dollars, absolutely, to be chosen by her from the real or personal estate, or both; and, in addition thereto, shall be entitled to one-half part of the remaining real estate, for the term of her life, and to one-half part of the remaining personal estate, absolutely,” &c. The learned counsel for appellant in his able brief rests his case on two propositions which we will dispose of in the order in which they are presented by him.

(a) That the Act of 1909 deals only with cases of absolute and entire intestacy and was not intended by the legislature to be applicable where a deceased husband had undertaken to dispose of his estate by will and his surviving widow had thereafter exercised her right of election to take against such will. This question is not now a debatable one. Since the argument of the present appeal, the Supreme Court, in the estate of Joseph Guenther, deceased — in which an opinion has been recently filed and is not yet reported — has disposed of this precise question against the contention of the appellant. The opinion of Mr. Justice Mestrezat elaborately re[80]*80views the entire legislation on the subject and holds that the act of 1909 is a constitutional piece of legislation; that it is not an exemption law but an amendment of the intestate laws of the State; that where a surviving widow exercises the right of election conferred upon her by the Acts of April 11, 1848, P. L. 536, and April 20, 1869, P. L. 77, there is necessarily a case of partial intestacy and that the provisions of the act of 1909 were intended by the legislature to be applicable in such cases. The convincing reasoning of the court along these lines may be fairly indicated by the following brief excerpt from the opinion: “We must assume that the legislature knew at the time of the passage of the Act of 1909 the status of the legislation on the subject with which it dealt. It knew that where an intestate left a widow and collateral heirs but no issue, the widow is entitled to a certain portion of his estate. It also knew that where a decedent died testate and his widow elected to take against his will, that she was entitled to her share of the personal estate under the intestate laws, the effect of which was that the decedent died intestate as to that portion of his estate. It was in the light of this legislation that the Act of 1909 was passed to amend the act relating to the descent and distribution of the estates of intestates. It dealt with and included estates which were taken by widows by virtue of the intestate laws of the commonwealth whether there was a total or partial intestacy. It did not intend to make a distinction between widows whose husbands died without wills and those who elected to take against their husbands’ wills, thereby creating a partial intestacy.” With this authoritative declaration from our own Supreme Court on the precise question now before us, we must of necessity conclude that the first position of the learned counsel for appellant is untenable. It is clear therefore that if the deceased Helen W. Moore had survived her husband and elected to take against his will, her share in his estate would be that provided for in the section of the act of 1909 already quoted.

[81]*81As we have already seen, the act of 1855, which conferred upon a surviving husband the right to elect to take against the will of his wife, declared that in case of such election his share of her estate should be “such share and interest as she can when surviving, elect to take against his will in his estate.” The proper application of this statutory language to the case now before us brings us to a consideration of the second proposition urged upon us by the appellant, viz.:—

(b) That the language of the act of 1855, just quoted, must be read in the light only of the legislation then existing, fixing the quantity of a husband’s estate which the widow would be, by law, entitled to receive where she elected to take against his will; and that no amendment of those laws, after the act of 1855, which would enlarge the share previously given to the widow can be read into the latter act so as to correspondingly enlarge the share which the husband could take in the estate of his wife after the exercise of his right of election. As we read the opinion of the court, in the late case to which we have referred, this contention also is fully considered and the question cannot now be regarded an open one.

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Buckland's Estate
86 A. 1098 (Supreme Court of Pennsylvania, 1913)

Cite This Page — Counsel Stack

Bluebook (online)
50 Pa. Super. 76, 1912 Pa. Super. LEXIS 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moores-estate-pasuperct-1912.