Phillips's Estate

10 Pa. D. & C. 475
CourtPennsylvania Orphans' Court, Greene County
DecidedOctober 26, 1927
DocketNo. 1
StatusPublished

This text of 10 Pa. D. & C. 475 (Phillips's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Greene County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Phillips's Estate, 10 Pa. D. & C. 475 (Pa. Super. Ct. 1927).

Opinion

SAYERS, P. J.,

Isabelle Phillips died intestate Dec. 28, 1925, leaving as her only heirs-at-law two sons, Curl H. Phillips, aged fifty-five, and George W. Phillips, aged fifty-three, and seized of a house and two lots of ground in Carmichaels Borough.

On April 26, 1926, Curl H. Phillips presented his petition to this court and obtained a eitition on George W. Phillips to show cause why an inquest in [476]*476partition should not be awarded. To this citation George W. Phillips made answer, denying the right of petitioner to have partition, for the reason that he is barred by an assignment of his expectancy, Exhibit “A,” attached to the answer, and is not entitled to any interest in said real estate as an heir of decedent, and is, therefore, without standing to demand partition. The respondent also alleges that he had exclusive possession of the premises, and that no attempt to agree upon a partition had been made prior to the filing of the petition.

In a replication filed, Curl H. Phillips averred that decedent died seized of the premises, and that respondent was not in exclusive possession and was only entitled to his one-half of the premises as an heir of decedent. Petitioner avers that the alleged release is not a release of his interest in the estate of decedent, and was not intended so to be, and could not operate as such because it was without consideration; also, that the writing was, as intended to be, a release only of any and all claims which petitioner then had, or might thereafter have, to any real or personal estate then belonging to Isabelle Phillips.

Testimony was taken before the court and the case argued, and it appeared that the only real question in controversy was whether or not the alleged assignment of expectancy was a bar to respondent’s claim of title and right as an heir-at-law to the real and personal estate of decedent? If the writing was not an assignment or release of petitioner’s interest in decedent’s real estate, then he is entitled to partition.

Facts.

We have filed elsewhere an opinion involving the construction of this paper. The testimony relative “thereto was taken in a case at No. 34, June Term, 1926, wherein it was claimed, inter alia, that by said paper Curl H. Phillips had assigned and released all interest in his mother’s estate, and, consequently, had no right to letters of administration thereon. [See next case.]

It seems to be conceded that the real estate and personal property that decedent had on Oct. 26, 1907, was devised to her by John W. Phillips, her husband, who died intestate in 1901, and who devised to each of his said sons, the petitioner and respondent here, the sum of $1. Curl H. Phillips was claiming that he never! received through his mother what he should have received from his father’s estate, as well as other money he had given to her from time to time, which she kept, claiming she was entitled to keep because "she had raised him” and presumably had a right to apply the money to pay his board and maintenance.

The court, at the hearing, permitted evidence to be taken for the purpose of showing the circumstances under which the paper marked Exhibit “A,” page 37 of the testimony, was executed and delivered by Curl H. Phillips to the said Isabelle Phillips. Curl H. Phillips, apparently disappointed at not receiving more money from his father’s estate, kept demanding from his mother from time to time that she give him the one dollar that was bequeathed to him. He was a soldier in the Spanish-American War, and had given his mother to keep for him $200 of money he drew while in the army, $425 he earned working on a mail route for M. M. Thompson, and $200 he earned working on an engineering corps, in all about $880.76 (page 8). Decedent admitted that she owed Curl over $800, part of which he got before he went to the Philippines. See testimony of Louie Guseman, page 16.

He asked his mother for this money, and the dollar bequeathed to him, frequently, but she denied owing it to him, and that started trouble between [477]*477them, and he says it would cause him to take to drinking. She appeared to have refused to pay him his money, claiming that she had raised him and was entitled to the money.

It is claimed that the release, Exhibit “A,” needs no explanation, that its meaning is apparent, and there are no latent ambiguities to be reconciled in order to understand the writing. In view of the above-recited facts, the paper might bear either of two constructions. It may be construed to be a release of any and all claims that he might assert on account of the money claimed by him from his mother, and an agreement not to molest or disturb her in the future. It is not at all clear, nor does the language of the paper sustain the contention of the appellant, that it was intended to be a release of all interest of the appellee in his mother’s estate. The evidence taken before the court was for the purpose of ascertaining, if possible, which of these two purposes was in the minds of the parties at the time the paper was executed.

About the time the paper was executed, Oct. 26, 1907, Curl claimed his mother owed him the aforesaid sum of money, and they had some trouble about it and went to ’Squire J. L. Rea’s office and stated to him that they had settled their difficulties and asked him to draw up a paper, by which Curl would agree to treat his mother properly in the future and behave himself properly toward her. Subsequent to the execution of this paper, Louie Guse-man, who was well acquainted with decedent, testified that she talked with her about her business and asked her “why she didn’t make a will, and she said, when she was gone it would be divided any way” between the children, and that decedent had mentioned the matter more than once. Flossie Feitt testified that she was nursing Mrs. Phillips at one time, and Mrs. Phillips told her to get the paper (Exhibit “A”), that she wanted to see it, and wanted the witness to see it. Mrs. Phillips “said she had that paper, but it didn’t amount to anything. She just had it to scare Curl, and I asked her to go ahead and get her business straightened up, and she said it would be all right.”

Another witness, Agnes Baker, said Isabelle Phillips exhibited the writing to her, and she “said the paper wasn’t worth the paper it was wrote on.” Mrs. Louie Kuhn said she often talked to decedent relative to the disposition she would make of her property after her death, and she said “it was hers while she lived and then it went to the children.”

Bigler Miller says when she was sick in bed and was talking about dying, “I said, why don’t you make a will and will it to the two boys?” She said, “I reckon they will get it anyhow.” “We gob to talking about this paper (Exhibit ‘A’) ; she said it wasn’t worth the paper it was written on.”

’Squire Rea said he had a conversation with Curl H. Phillips, shortly after his mother’s death, about the paper, and he asked the ’squire if he still had it, and, in speaking about his right to participate in his mother’s estate, he said “he didn’t know whether he had any rights or not.”

Curl H. Phillips says he refused to sign a paper (a renunciation) which ’Squire Rea asked him to sign shortly after his mother’s death and before letters were granted to George W. Phillips.

In view of the facts as we have found them to be, this court has arrived at the conclusion that the paper was executed as a release to Isabelle Phillips of all claim of the said Curl H.

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Bluebook (online)
10 Pa. D. & C. 475, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phillipss-estate-paorphctgreene-1927.