Simpson Estate

36 Pa. D. & C.2d 685, 1965 Pa. Dist. & Cnty. Dec. LEXIS 167
CourtPennsylvania Orphans' Court, Franklin County
DecidedApril 28, 1965
Docketno. 2 of 1965
StatusPublished

This text of 36 Pa. D. & C.2d 685 (Simpson Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Franklin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Simpson Estate, 36 Pa. D. & C.2d 685, 1965 Pa. Dist. & Cnty. Dec. LEXIS 167 (Pa. Super. Ct. 1965).

Opinion

Shughart, P. J.,

Mabel V. Simpson died a resident of Franklin County on December 19, 1963. She left no spouse to survive her but was survived by a daughter, Margaret Simpson 'Griffith, and two grandchildren, Clara Wilson and Sarah Lee Tip-ton, both of whom were children of Mrs. Griffith. In her last will and testament dated December 17, 1963, she directed that her funeral expenses be paid and made a number of pecuniary legacies that are not involved in the matter before us.

In the second item in her will she provided as follows:

“It is my will that my daughter, Margaret Simpson Griffith, shall receive nothing of my estate.”

[686]*686Paragraph 3 of her will contained a similar provision respecting her grandaughter Clara Wilson.

In the seventh paragraph of her will she directed that:

“All the rest, residue and remainder of my estate of whatsoever kind and wheresoever situate I give, devise and bequeath to Central Presbyterian Church of Chambersburg to be held, used, and enjoyed by such Church for general church purposes.”

Section 7 of the Wills Act of April 24, 1947, P. L. 89, provides, inter alia, that any gift for religious or charitable purposes in a will that is executed within 30 days of the death of testator shall be invalid “unless all who would benefit by its invalidity agree that it shall be valid.” Mrs. Simpson died two days after the execution of her will. There was no gift over in the event of a failure of this bequest to the church.

Letters testamentary were issued on the estate of Mrs. Simpson to the Chambersburg Trust Company, the executor named in the will. The executor entered upon its duties and subsequently filed an account and requested that an auditor be appointed to make distribution of the balance in its hands. An auditor was appointed and he has filed his report to which exceptions have been taken. These exceptions are now before the court for disposition.

Testatrix’ daughter, Mrs. Griffith, contends that since testatrix died within 30 days of the execution of the will, the gift to the church is invalid; and, as there was no alternative gift over, testatrix died intestate as to the remainder of her estate. Therefore, she, as the daughter and sole heir, takes the remainder under the Intestate Act.

It is well established that the attempted exclusion of Mrs. Griffith from participation in the estate by testatrix will not be effective in the event that she is deemed to have died intestate as to the remainder of her estate.

[687]*687Our courts have said that one by his will may take his estate out of the intestate statutes by devising it to others than his heirs at law, but if he does not, he cannot repeal or control those statutes. Negative words are not sufficient to exclude an heir or next of kin from receiving property by intestacy but there must be an actual gift to some other person in the will to effect an exclusion: Hitchcock v. Hitchcock, 35 Pa. 393, 399.

In Yerner Estate, 358 Pa. 280, 286, the court said:

“. . . even though an heir be expressly excluded by a will, he takes, nevertheless, if an intestacy results, since his taking is not by reason of the will but, under the intestacy, by operation of law: . . .” (Citations omitted.) See also Sowers Estate, 383 Pa. 566, 574, note.

Two documents were produced in evidence by counsel for the church, over objection, to support the claim of the church that Mrs. Griffith had released any interest which she had in the estate of Mrs. Simpson long prior to the execution of the will. One of these instruments was a general release dated September 21, 1929, which provided as follows:

“Know all men by these presents, That I, Margaret Simpson Griffith, . . . hereby acknowledge the receipt of the sum of Forty-two Hundred Fifty ($4250.00) Dollars of Mabel V. Simpson . . . and in consideration of the payment of said sum to me, do hereby remise, release, and forever discharge Mabel V. Simpson, . . . her heirs, executors, administrators or assigns, of and from all manner of actions, and causes of actions, suits, debts, dues, accounts, bonds, covenants, contracts, agreements, judgments, claims, and demands whatsoever in law or equity which against the said Mabel V. Simpson I ever had, now have, or which my heirs, executors, administrators, or assigns, or any of them, hereafter can, shall, or may have, for or by reason of any cause, matter or thing whatsoever, from the [688]*688beginning of the world to the date of these presents.” The second exhibit offered in evidence by the church was a certified check dated September 17, 1929, in the amount of $4,250, drawn to the order of Margaret Simpson Griffith, which contained on the face thereof the following words in addition to the usual provisions found on a check: “in full settlement of any past and future claims against my estate.”

It is the contention of the church that the release and/or the notation on the check which was endorsed and cashed by Mrs. Griffith constituted a release by Mrs. Griffith of any claim in the estate of testatrix. The church offered no evidence whatsoever as to the occasion for the payment by testatrix to Mrs. Griffith or the basis for the execution of the release. They also strenuously objected to evidence that Mrs. Griffith attempted to introduce which would have shed light on this matter, principally on the basis that the evidence was barred by the “Dead Man’s” rule.

A release must always be construed so as to carry out the intention of the parties. Ordinarily a release must be construed to cover only such matters as may fairly be said to have been within the contemplation of the parties when it was given: Bell Telephone Company of Pennsylvania v. Baltimore & Ohio Railroad Company, 155 Pa. Superior Ct. 286, 290.

“. . . general words of a release will not usually be construed to bar a claim which had not accrued at the date of the execution of the release (Rapp v. Rapp, 6 Pa. 45), nor a claim, the existence of which was not known to the party giving the release. (Crockroft v. Metropolitan Life Insurance Co., 125 Pa. Superior Ct. 293) Brill’s Estate, 337 Pa. 525, 527.

In the instant case the release was executed and the check endorsed in September of 1929. While the record does not indicate the age of the parties at that time, there is no evidence that testatrix had drawn a will at [689]*689that time, in fact, the evidence indicates that she executed wills only within a few years prior to her death. While there is no testimony admitted into evidence that would indicate to us the purpose for the release or the payment of $4,250 by Mrs. Simpson to her daughter, Mrs. Griffith, we are unable to infer that the release was given as a bar to a claim which would not arise for some 30-odd years simply from the fact that it was executed.

Counsel for the church earnestly contends that while the general release may not be sufficient to bar Mrs. Griffith’s claim against her mother’s estate, the additional-words on the face of the check which was endorsed by Mrs. Griffith are sufficient. What has been stated above concerning the construction to be given to the release is equally applicable to the construction to be placed upon the words on the check. Additional matters, however, must be noted.

First, while there was testimony that the notation on the front of the check was made by Mrs.

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Bluebook (online)
36 Pa. D. & C.2d 685, 1965 Pa. Dist. & Cnty. Dec. LEXIS 167, Counsel Stack Legal Research, https://law.counselstack.com/opinion/simpson-estate-paorphctfrankl-1965.