Shapley v. Light

26 Pa. D. & C. 505, 1936 Pa. Dist. & Cnty. Dec. LEXIS 331
CourtPennsylvania Court of Common Pleas, Cumberland County
DecidedMay 18, 1936
Docketno. 37
StatusPublished

This text of 26 Pa. D. & C. 505 (Shapley v. Light) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Cumberland County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shapley v. Light, 26 Pa. D. & C. 505, 1936 Pa. Dist. & Cnty. Dec. LEXIS 331 (Pa. Super. Ct. 1936).

Opinion

Reese, P. J.,

The petition and answer disclose that in 1880 there was conveyed to Carrie C. [506]*506Shapley and her sister, Sadie A. Cressler, as tenants in common, a certain house and lot on North Earl Street in the Borough of Shippensburg. Carrie C. Shapley died on April 29,1928, and her will, dated February 18,1926, and admitted to probate on May 24,1928, after directing the payment of her debts and the marking of her grave, provided as follows:

“2nd. I give, devise and bequeath to my sister, Sarah (Sadie) A. Cressler, all of my estate, real, personal and mixed, wheresoever the same may be situate, for and during the term of her natural life, she to have the free use and occupancy of my dwelling-house and lot on North Earl Street in Shippensburg, Pennsylvania, and of the contents thereof while she lives, and also the privilege to sell anything in the house for her own use if she wishes; and I request that she keep up the repairs, insurance and taxes on the said house which is my own, and on the farm which she and I own in partnership.
“3rd. At the death of my said sister, if she survives me, or at my death if she does not survive, I give, devise and bequeath all of my estate to my son, Joseph Stuart Shapley, and to my grandson, J. Donald Shapley, share and share alike.”

The house and lot referred to in the second paragraph of the will are the same property in which, under the deed in 1880, already referred to, each sister acquired an undivided one half interest. Sadie A. Cressler, after the death of Mrs. Shapley, took and retained until her own death, in 1935, “the free use and occupancy” of the house and lot on North Earl Street and also conveyed her life estate in the undivided half interest in the farm, declaring in the deed that she had acquired this life estate under Mrs. Shapley’s will.

It is contended by the petitioner, the present executor of Mrs. Shapley’s will, that Mrs. Shapley, although only the owner of an undivided half interest in the house and lot, devised the entire interest therein, including Mrs. Cressler’s undivided half, to Mrs. Cressler for life and [507]*507remainder to her, Mrs. Shapley’s, son and grandson, and that Mrs. Cressler, by accepting the bequests and devises to her under Mrs. Shapley’s will, made a final election to take under the will and estopped herself, her heirs and executors from making any adverse claim to any interest in the house and lot, the entire title to which Mrs. Shapley disposed of in her will. The question therefore is whether Sadie A. Cressler could take and enjoy the life estate given her by her sister, Mrs. Shapley, in all of the latter’s property and subsequéntly deny the entire remainder interest which Mrs. Shapley allegedly undertook to convey to her son and grandson in the house and lot.

“It is well settled that where a beneficiary accepts a legacy it is an election to stand by the provisions of the will: Fulton v. Moore, 25 Pa. 468. As has been stated in Tompkins v. Merriman, 155 Pa. 440, 446: ‘The doctrine that one who accepts a benefit under a will is estopped from asserting a claim repugnant to its provisions is founded upon equitable considerations, and has been recognized and applied in this State in many cases, beginning with Stump v. Findlay, 2 Rawle 168, and extending to Zimmerman v. Labo, 151 Pa. 345, and Cumming’s App., 153 Pa. 397’”: Hickman’s Estate, 308 Pa. 230, 235.

Accordingly, it has been frequently held that one who is given a benefit by a will which gives his property to another person will be compelled to elect between his own property and that given him by the will: Cox et al. v. Rogers, 77 Pa. 160; Eyre’s Appeal, 106 Pa. 184; Cooley v. Houston, 229 Pa. 495; Van Dyke’s Appeal, 60 Pa. 481; Lewis v. Lewis, 33 Pa. 66; Preston v. Jones, 9 Pa. 456.

Where a beneficiary under a will is thus put to an election, the election must be evidenced by unequivocal acts, done with knowledge of the facts, but the legal presumption is that the beneficiary knew the law that if he accepted benefits under the will he would be estopped from claiming as his own property that which the will undertook to dispose of to others: Cox et al. v. Rogers, supra. [508]*508An election is finally made by accepting the benefits under the will: Preston v. Jones, supra; Eyre’s Appeal, supra, and other cases cited. An election once made “is final and conclusive . . . and when it is made it binds him and all claiming under him”: Melot’s Estate, 231 Pa. 520, 523.

While not denying the foregoing principles, it is contended by Mrs. Cressler’s executor that the facts herein did not raise an election; that none was made by Mrs. Cressler and that her undivided half interest in the North Earl Street house and lot is a part of her estate. It is first contended that Mrs. Shapley’s intent to dispose of that which was not her own must appear from the will itself, without recourse to evidence aliunde the will; that Mrs. Shapley disposed of her property by words of general devise which do not rebut the presumption that the testatrix intended to bequeath or devise only her interest in the property.

We will agree that, where a testator has disposed of his property by words of general devise, no election can arise, for the will cannot be construed to give more than belonged to the testator, and evidence aliunde is not admissible to show that he considered certain property as his own and intended it to pass by his will: Miller v. Springer et al., 70 Pa. 269; Tompkins v. Merriman et al., 155 Pa. 440; Cooley v. Houston, 229 Pa. 495. But this is far different from a situation, which we believe the present case to be, where, although words of general devise are used, the intention of the testator to treat the property of another as his own and that it shall pass under his will appears in the will itself: “ ... the equitable doctrine of election is grounded upon the ascertained intention of the testator, and we can resort to every part ,of the will to arrive at it”: Van Dyke’s Appeal, 60 Pa. 481, 491. To put a legatee to his election it is only necessary that he be informed by the will itself that testatrix had undertaken therein to dispose of his property as her own: Miller v. Springer et al., supra. If the “intention [509]*509to treat it as his own and dispose of it as a part of his testamentary scheme had appeared upon the face of the instrument”, the doctrine of equitable election would apply: Tompkins v. Merriman et al., 155 Pa. 440, 447.

“The intention of the testator to dispose of a larger interest in property than properly belongs to him can not be shown by parol; but, of course, the context of the will may be examined to determine his intent”: 2 Alexander’s Commentaries on Wills 1183.
“But it should also be observed that even where the language of the gift is thus general, the donor may otherwise show an intention by means of it to bestow the property or interest not absolutely his own”: 1 Pomeroy’s Equity Jurisprudence (4th ed.) 900.

Applying these principles to the present case, we find in the will such a positive assertion by Mrs. Shapley of ownership of the entire interest in the house and lot that the intention to so treat it and to dispose of the entire interest to her sister for life and remainder to her son and grandson clearly appears from the will itself. This conclusion is strengthened by the assertion or admission that in the farm the testatrix had only an undivided half interest.

It is also contended by Mrs.

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Related

Hickman's Estate
162 A. 168 (Supreme Court of Pennsylvania, 1932)
Preston v. Jones
9 Pa. 456 (Supreme Court of Pennsylvania, 1848)
Fulton v. Moore
25 Pa. 468 (Supreme Court of Pennsylvania, 1855)
Lewis v. Lewis
33 Pa. 66 (Supreme Court of Pennsylvania, 1859)
Van Dyke's Appeal
60 Pa. 481 (Supreme Court of Pennsylvania, 1869)
Miller v. Springer
70 Pa. 269 (Supreme Court of Pennsylvania, 1872)
Cox v. Rogers
77 Pa. 160 (Supreme Court of Pennsylvania, 1874)
Eyre's Appeal
106 Pa. 184 (Supreme Court of Pennsylvania, 1884)
Zimmerman v. Lebo
24 A. 1082 (Supreme Court of Pennsylvania, 1892)
Tompkins v. Merriman
26 A. 659 (Supreme Court of Pennsylvania, 1893)
Appeal of Price
32 A. 455 (Supreme Court of Pennsylvania, 1895)
Cooley v. Houston
78 A. 1129 (Supreme Court of Pennsylvania, 1911)
Melot's Estate
80 A. 1051 (Supreme Court of Pennsylvania, 1911)
Zimmerman v. Anders
6 Watts & Serg. 218 (Supreme Court of Pennsylvania, 1843)
Stump v. Findlay
2 Rawle 168 (Supreme Court of Pennsylvania, 1828)
Waggoner v. Waggoner
68 S.E. 990 (Supreme Court of Virginia, 1910)

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Bluebook (online)
26 Pa. D. & C. 505, 1936 Pa. Dist. & Cnty. Dec. LEXIS 331, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shapley-v-light-pactcomplcumber-1936.