William A. Wagoner's Estate

34 A. 114, 174 Pa. 558, 1896 Pa. LEXIS 925
Supreme Court of Pennsylvania·Decided March 30, 1896·No. Appeal, No. 214·Published·Cited by 19 cases

Opinion

Opinion by

Mb.. Justice Dean,

William A. Wagoner, on the 1st of April, 1893, being possessed of a considerable estate, both personal and real, died intestate, unmarried and without issue. There were many collateral relatives, among them a niece, Frances S. Dorian, this appellant. She had • lived in the house of- her uncle thirty [561] years; the fifteen preceding his death she was the only member of his family. During the last years of his life she did the household work and much other, such as taking care of cows, milking, churning, cleaning stables and working the garden. About October, 1891, the decedent called on John H. Skiles, a justice of the peace, and asked him to prepare a deed from him to Frances for thirty-two acres of his land. Sidles suggested she might not want the land, and that a severance of this quantity might spoil the farm; he designated a will as the best method of carrying out his purpose towards his niece; the uncle said he would think about it, and left. In about six months he called again on Skiles and executed in favor of his niece a bond dated April 1, 1891, in sum of $2,000, payable to her absolutely in one year, with interest at rate of five per cent, to which was appended the usual warrant of attorney for confession of judgment. This bond, after formal execution, he handed to ’Squire Skiles to be by him safely kept and delivered to Frances after his death. Skiles suggested to him that the bond would draw interest during his life, and Wagoner said he, Skiles, should mark the interest as paid on the 1st day of April of each year. On the 1st day of April, 1892, he did indorse the- interest as paid for the preceding year. Some time after the bond had been deposited with Skiles the uncle told Iris niece that “there was a bond of $2,000 at ’Squire Skiles, and (she) was to leave it there as long as he lived, and at his death (she) was to go and get it.” In a few days after his death she called for the bond, and Skiles gave it to her.

The administrator having filed his account of the personalty, showing a balance, an auditor was appointed to distribute; the niece presented the bond as a debt against her uncle’s estate; the other collateral heirs resisted her claim. The auditor, on the facts as stated, was of the opinion:

1. There was no actual delivery of the bond to the niece.

2. The deposit of the bond with Skiles was not in trust for her, because the evidence did not show the uncle had parted with his dominion over it.

He, therefore, declined to allow her claim on the bond. She also, evidently in anticipation of an adverse decision in this particular, made a claim for wages, for six years preceding her uncle’s death, on a quantum meruit; this also the auditor dis[562] allowed, because, as the evidence showed, she had been regularly paid at the rate of $50.00 per year, and settlements having been made on this basis there was no implied promise to pay more. In this particular, he was clearly right. Having made his report, and exceptions being filed thereto, the orphans’ court overruled the exceptions and confirmed the report absolutely. From that decree, we have this appeal. All the errors assigned are resolved by the answer to one question: viz, under the facts, did a right to the bond pass to the niece ?

No one will question the correctness, in the abstract, of the legal propositions stated so clearly and concisely by the auditor:

“ In all gifts, a delivery of the things given is essential to their validity; for although every other step is taken that is essential to the validity of a gift, if there is no delivery, the gift must fail. Intention cannot supply it; words cannot supply it; actions cannot supply it; it is an indispensable requisite, without which the gift fails, regardless of the consequences: ” Thornton on Gifts and Advancements, see. 131.

“ The consummation of every parol gift is delivery. There must be an actual transmutation of possession and property; and the real question in all such cases is whether the donor has parted with his dominion over it: ” Thornton on Gifts and Advancements, sec. 134.

On these and like authorities, the auditor concludes there was no gift, for there was no delivery. And as to the argument, that the bond was delivered to Skiles to be by him held in trust for her, the auditor holds:

“ Delivery of the property in question, with the intent to give, is absolutely necessary to the validity of the gift. The owner must part with his dominion and control of the thing before the gift can take effect. There must be air actual and positive change of possession. Words of gift are-not sufficient. They alone convey no title, and are not the basis of any action: ” 8 Am. & Eng. Ency. of Law, 1314, and other authorities to the same point. The auditor then states the question for his decision thus:

“ It is clear from the testimony that the money represented by the bond for $2,000 was intended by the decedent to be a gift to Frances S. Dorian, to take effect after his death. The question here raised, is, whether or not the facts show a sufficient delivery to execute the gift.”

[563] It seems to us the undisputed facts found by the auditor do not warrant the inferences drawn from them by lxim, that the donor had not parted with his control over the bond. Here was an unlearned man disclosing to one assumed by Mm to be entirely competent to assist him, his purpose to reward his favored niece by an absolute gift of $2,000, of wMch she was to come into the full enjoyment at Ms death. No other reasonable inference can be drawn from Skiles’ testimony. The donor first wants to make her an absolute deed for part of the farm; he is deterred from doing this because of Skiles’ suggestion that it might depreciate the value of the whole farm; Ms mind then turns to the execution of his purpose by delivering the-bond to SMles for her. Skiles then draws the bond and the donor executes it and places it in SMles’ possession to be handed her after his death. If the evidence had gone no further we think no one could question the creation of a trust in SMles to be carried into effect on the happening of the contingency, the uncle’s death and her survivorship. The uncle placed in the hands of SMles an obligation for $2,000 to be delivered to the mece at his death, and then notified the beneficiary that he had created the trust and of the terms of it. Equity would not lend its aid in the creation of a voluntary intended trust, but tMs trust was fully created by the donor; all that remained for equity was to enforce it.

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William A. Wagoner's Estate, 34 A. 114, 174 Pa. 558, 1896 Pa. LEXIS 925 (Pa. 1896).

34 A. 114 (William A. Wagoner's Estate) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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