Newlin's Estate

58 A. 846, 209 Pa. 456, 1904 Pa. LEXIS 649
CourtSupreme Court of Pennsylvania
DecidedJune 15, 1904
DocketAppeal, No. 100
StatusPublished
Cited by8 cases

This text of 58 A. 846 (Newlin'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
Newlin's Estate, 58 A. 846, 209 Pa. 456, 1904 Pa. LEXIS 649 (Pa. 1904).

Opinion

Opinion by

Mb. Chief Justice Mitchell,

A portion of the Earned auditor’s report, and the burden of the appellant’s argument here are devoted to the question whether the will of decedent made an adequate or sufficient provision for his unborn child, and incidentally, to the discussion of vested and contingent gifts, present or future possession or enjoyment, etc., as bearing on the question of adequacy. All such discussion was outside of the case. The statute makes no requirement of adequacy, and gives courts no authority over that subject. What it does require is that the testator shall make a provision, to wit: such provision as he deems proper, for the unborn child, and shall do it in such way as to show that he intends it as a provision. Beyond this the child unborn has no greater rights than the child or children living.

No decision of this court on this exact point has been brought to our attention, and the decisions in the lower courts, as well as some dicta here, are not altogether harmonious. The important ones of the latter will be noticed further on, but a brief historical survey of the subject will throw light on the path of the investigation.

[460]*460By the custom of the province of York, “ and divers places in this realm of England” says the earliest authority, Swinburne, a testator had only partial power of disposition over his personal property, if he had a wife or children. “ Thou shalt understand that of that which remaineth” (after payment of debts) “ sometimes the whole, sometimes the half and sometimes the third part may be bequeathed by the testator, according to the diversity of these cases following: ” first, where he has neither wife nor child; second, a wife and no child, or child or children and no wife ; and third, a wife and child or children. Swinburne on Testaments and Wills, part 3, sec. 16. Later writers among whom is Blackstone following Glanvil are of opinion that this restriction of testamentary power over personalty by saving to wife and children what was known as their “ reasonable parts ” was not by local custom but was really the law of the realm. “ But this law is at present altered by imperceptible degrees, and the deceased may now by will bequeath the whole of his goods and chattels, though we cannot trace out when first this alteration began: ” 2 Black. Com. 492. In regard to lands the restriction was greater and lasted till more recent times. Power to devise land was opposed to the feudal policy of nonalienation without the consent of the lord, and after the conquest whatever may have been the law before, “ in general no will was permitted of lands till' the reign of Henry the Eighth; and then only of a certain portion; for it was not till after the restoration that the power of devising real property became so universal as at present: ” 2 Black. 12.

The statute of wills, 32 Henry 8, was a radical change in the policy of the law, and the early construction of it was loose. Blackstone gives a graphic picture of the evils that followed: 2 Com. 376. For remedy the statute of frauds and perjuries, 29 Chas. 2, c. 3, enacted that all devises of land should be in writing signed by the testator, and required almost as great formality, by burning, cancelling, tearing, etc., for the revocation of a will once made. See Roberts’s Digest of Brit. Stat. 306. But notwithstanding the looseness of construction following the statute of wills, the policy of the English law under the rule of primogeniture, always leaned strongly against disherison of the heir, a principle which has been carried down to the present day in our own law upon the construction of wills. [461]*461The courts, therefore, even after the statute of frauds, practically wrote into its provisions an implied revocation of a will by such a great and entire alteration of the testator’s circumstances and situation as arises from subsequent marriage and birth of issue. In Doe dem. Lancashire v. Lancashire, 5 Term Rep. 49, it is said that the first express decision to that effect was in Christopher v. Christopher in 1771, and in the same case Lord Kenyon said that the rule was borrowed by his predecessors with much hesitation from the civil law, and in resorting to that law to define the limits of the rule, he was careful to disclaim any intention to adopt its general doctrines upon testamentary acts. It being admitted that under the decisions subsequent marriage and birth of a child would revoke a will, but that subsequent marriage or birth of a child, would not, the particular point in that case was whether marriage and the birth of a posthumous child was within the first rule, and it was held that the child must be considered as in esse during the father’s lifetime and its birth made an implied revocation of the will. Some differences of opinion have been expressed as to the ground on which the revocation is to be implied, but they are differences in form of expression rather than in substance for they all start with a presumed change in the testator’s intention, from his changed situation and obligations, though whether the change is to be considered as one in actual intent, and therefore open to evidence, or is presumptio juris and irrebuttable, is a point on which opinions differ. See the eases collected and reviewed in 1 Redfield on Wills, ch. 7, sec. 24, ed. 1876. In our own case of Coates v. Hughes, 3 Binn. 498, the will gave the executor a power of sale of real estate which had been exercised and title passed to defendant, and the particular question raised was whether the testator’s subsequent marriage and the birth of a child revoked the will altogether or pro tanto only, and it was held that by the law of Pennsylvania, the revocation was pro tanto only, and the power of sale under the will passed a good title. The whole subject was very elaborately argued and considered, and in the opinion Chief Justice Tilghman said, “ marriage and the birth of a child, both subsequent to the .making of a man’s will, are circumstances by which his situation is so completely altered, that it cannot reasonably be supposed he intended the will to [462]*462remain in force.” And from that down through all our cases the presumed intention of the testator has been treated as the basis of the rule.

As already said there is no express decision on the general question of a requirement of adequacy in the provision for the after-born child and there are expressions looking both ways. Those particularly relied on by appellant as in his favor are found in Walker v. Hall, 34 Pa. 483; Edwards’s Appeal, 47 Pa. 144; Hollingsworth’s Appeal, 51 Pa. 518, and Willard’s Estate, 68 Pa. 327.

In Walker v. Hall the testator left his entire estate to his wife, “ having the utmost confidence in her integrity and believing that should a child be born to us she will do the utmost to rear it to the honor and glory of its parents.” This was held not to be a provision for the child. In the opinion Read, J., lays much stress on the language of the act of 1748 that the will shall be revoked as to any child “ not named ” and the change in the acts of 1764 and 1833, to child “not provided for.” He also dwells on the English rule under the Statute 1 Viet. ch. 26, that the presumption of testator’s change of intention is statutory and imperative, and our act is the same. “ This is a positive statutory enactment, which can neither be repelled by parol testimony outside of the will nor by any language used in the will raising a presumption that he did not intend to provide for such after-born child.” On this last ground the case is very much shaken by Fidelity Co.’s Appeal, 121 Pa. 1, which will be referred to again.

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Cite This Page — Counsel Stack

Bluebook (online)
58 A. 846, 209 Pa. 456, 1904 Pa. LEXIS 649, Counsel Stack Legal Research, https://law.counselstack.com/opinion/newlins-estate-pa-1904.