87 Vt. 194 | Vt. | 1913
Lead Opinion
This is an appeal by a legatee from a decree of the probate court for the district of Chittenden, making final distribution of the estate of Harriet C. Peek, who died testate and without issue. The essential facts are so fully shown by the two cases heretofore passed upon by this Court,-Clark v. Peck’s Exrs., 79 Vt. 275, 65 Atl. 14, and In re Peck’s Est., 80 Vt. 469, 68 Atl. 433,—that they need not be here recited. When the latter ease was remanded, final judgment was entered in the county court in favor of the executors of Edward W. Peck. This was pursuant to a stipulation, which, in effect, reserved to this appellant the right to raise and insist upon the same questions in any further proceedings in the probate court. Accordingly, when Mrs. Peck’s estate was ready for distribution, and the probate court adjudged that the waiver filed by Mr. Peck was operative, and made a decree giving him two thousand dollars and one-half of the remainder of the property, this appeal was taken. In the county court, by agreement of the parties and consent of the court, the issues were made up by an amended petition filed by the appellant, an amended answer of the executors, and a replication thereto. The case was tried by jury to the extent hereinafter shown, and at the close of the evidence, the court submitted to the jury two special questions as follows:
“Does the jury find anything was done by the said Edward W. Peck in his lifetime prejudicial to the rights of the said William H. Clark or any of the other legatees under the will of said Harriet C. Peck, except his waiver of the provisions of said will, pursuant to the statute?’’
“Does the jury find that said William H. Clark or any of the other legatees under the will of said Harriet C. Peck have suffered or will suffer any injury by reason of anything done by said Edward W. Peck in reference to the estate of the said Harriet C. Peck, or with the property of said estate before his*197 determination to waive the provisions of the will of the said Plarriet C. Peek, and the filing of the notice of said waiver, December 12, 1904?”
The court directed the jury to answer both these questions in the negative, and thereupon rendered judgment according to the claims of the appellees, thereby affirming the decree of the probate court.
Exceptions were allowed to various rulings of the court below, a consideration of some of which requires an examination into the character and effect of a jury trial in such cases.
By P. S. 2983, one who appeals from a decree of the probate court is required to file in the county court a certified copy of the record of the proceedings appealed from. P. S. 2984 provides that “when such certified copy is filed in the county court, it shall try the question, and if a question of fact is to be decided, issue may be joined thereon under- the direction of the court, and a trial had by jury.” This right to a trial by jury is, however, statutory and not constitutional. In re Weatherhead’s Est., 53 Vt. 653; In re Welch’s Will, 69 Vt. 127, 37 Atl. 250. The Legislature, therefore, can enlarge or restrict the right at pleasure. P. S. 2984 was formerly R. L. 2279, under which it was held in Lynde v. Davenport, 57 Vt. 597, that a trial by jury was a matter of right. But after the passage of No. 129, Acts of 1884, providing for compulsory references in certain .cases, it was held that a jury trial in probate appeals was no longer a matter of right, but of discretion. In re Welch’s Will, 69 Vt. 127, 37 Atl. 250; Hulburd v. Miller’s Estate, 72 Vt. 110, 47 Atl. 393. By §28 of No. 63, Acts of 1906, the act of 1884,-a part of which had become Y. S. 1437, was amended and this provision for compulsory references was stricken out, leaving the law in this respect now under consideration as it stood when Lynde v. Davenport, supra, was decided. This section became P. S. 1792. By §3.of No. 56, Acts of 1908, the statute was again amended by restoring the provision for compulsory references. This act was approved January 13, 1909, and became effective February 1, 1909, under P. S. 36.
This case was tried at the March Term, 1909, so under the .authority of In re Welch’s Will and Hurlburd v. Miller’s Estate, it must be held that a trial by jury was not a matter of right, but of favor. This being so, the discretion of the county court was not exhausted when it granted a jury trial, but continued
The most familiar application of this doctrine is to issues in chancery. In some jurisdictions, such issues, even, are within statutory or constitutional provisions requiring a trial by jury. But in those jurisdictions where a trial by jury in equity cases is not a matter of right but of discretion, it is held that the verdict is not binding upon the chancellor, but is advisory, merely; it may aid his conscience, but cannot control his judgment. Selfridge v. Leonard-Heffner Machine Co., (Col.) 117 Pac. 158, Ann. Cas. 1913 B, 282; Short v. Estey, (Mon.) 33 Mont. 261, 83 Pac. 479; Ramsay v. Hart, 1 Ida. 423; Pettinger v. Pettinger, (Ill.) 70 N. E. 699; Whitlock v. Consumer’s Gas Trust Co., (Ind.) 26 N. E. 570; Brown v. Kalamazoo Cir. Judge, (Mich.) 42 N. W. 827, 5 L. R. A. 226, 13 Am. St. Rep. 438; Dumbach v. Bishop, 183 Pa. St. 602, 39 Atl. 38; Hull v. Watts, 95 Va. 10, 27 S. E. 829; Quinby v. Conlan, 104 U. S. 420, 26 L. Ed. 800; Wilson v. Riddle, 123 U. S. 608, 8 Sup. Ct. 255; I. & O. Land Improv. Co. v. Bradbury, 132 U. S. 509, 10 Sup. Ct. 177, 33 L. Ed. 433; Bank v. Alter, (Neb.) 85 N. W. 300.
And it is also held that this discretion continues throughout the entire hearing of the case, and authorizes the court, at. any stage of the proceedings, to discharge the jury without a. verdict and find the facts for itself, or direct a verdict according to its own ideas. DeGraff v. Manz, (Ill.) 96 N. E. 516;. Riehl v. Riehl, (Ill.) 93 N. E. 318; Thomas v. Ryan, (S. D.) 123 N. W. 68.
These holdings are harmonious and logical and bring the whole matter within Prof. Greenleaf’s rule that in proportion
The doctrine under consideration was applied in Dyson v. Rhode Island Co., (R. I.) 57 Atl. 771, 65 L. R. A. 236. It is therein held that the power of the court to assess the damages without the aid of a jury, in case of default, was not taken away by a constitutional provision preserving the right of trial by jury inviolate, since at the time of the adoption of the constitution, the court was following the common-law practice of assessing damages in such eases, without calling a jury. And it is further held therein that if, under a statute providing that in such cases ‘ ‘ damages shall be assessed by the court, with or without the intervention of a jury, in the discretion of the court,” a jury was called to assess the damages, its findings would have to be approved by the court before they became effective. See, also, Dean v. Willamette Bridge Co., (Or.) 15 L. R. A. 614, 29 Pac. 440.
In Gilruth v. Gilruth, 40 Ia. 346, the probate of a will was contested on the ground of lack of testamentary capacity and undue influence. A jury trial was demanded and allowed, and these issues submitted. The jury found that the testator was of sound mind, but that the will was procured by the exercise of undue influence. The court set aside the second finding and allowed and probated the will. In this, it was held that there was no error. The court said: “As the court might properly have refused to submit the questions of fact involved in the case to a jury, he did not err in setting aside the facts as found by the jury, and in determining the questions anew.”
The announcement of this decision was promptly followed by an amendment of the code so as to make a trial by jury in such cases a matter of right. Since ydiich time it is held in Iowa that the verdict is binding upon the court. Collins v. Brazill, 63 Ia. 432, 19 N. W. 338.
In re Moore, 72 Cal. 335, 13 Pac. 880, was a contest over the account of an administrator and was tried by jury. Many of the errors complained of arose in the impaneling of the jury, and the allowance or refusal of instructions. It was held that a trial by jury was not a matter of right, and that their verdict was merely advisory to the court, and therefore irregularities in the formation of the jury, and errors in the instructions were immaterial.
In re Carroll’s Will, 50 Wis. 437, 7 N. W. 434, was an appeal from the allowance of a will. The issues of fact were, by order of the court, submitted to a jury, but during the trial, the court withdrew all questions except those of a testamentary capacity and undue influence. When the evidence was all in, the court took the case from the jury entirely, found the facts for itself, and affirmed the judgment of the county court. It was held that this disposition of the matter was within the power and discretion of the court; that submitting special issues to a jury in such cases is strictly analogous to the course pursued in courts of chancery when a feigned issue is awarded, and is subject to the discretion of the court; that the court might, if it saw fit, determine all questions of fact, as well as of law, without the intervention of a jury, and that the verdict, when taken, is not conclusive and binding upon the court, but advisory, and could be disregarded.
In Withee v. Rowe, 45 Me. 571, under a statute very much like our own, the court said, in effect, that when questions of fact arise in probate appeals, the proceedings are analogous to those in equity when issues are prepared for a jury under the direction of the court, and that it is for the court to decide what questions of fact it will send to the jury and what it will decide for itself.
In re Neasmith, 147 Fed. 160, 77 C. C. A. 402, was a case arising under the Bankruptcy Act, and it was said therein that if a jury trial was demanded according to the act it was according to the course of the common law. But if the parties waived a trial by jury, the judge could as a matter of discretion, submit issues of fact to a jury, and that in such ease the verdict returned was not obligatory, but advisory only, as in eases in equity. The opinion in this case was given by Judge Lurton.
In the ease in hand, the court did not formally withdraw the other issues from the jury, nor did it expressly find the facts for itself, except as hereinafter shown, but directed the jury how to answer the question submitted. This was proper procedure, and was, in effect, a finding by the court in accordance with the special verdicts. Cox v. Cox, 91 Mo. 71, 3 S. W. 585.
While this view of the law applicable to the ease makes immaterial and therefore eliminates many of the exceptions relied upon, it does not dispose of the case.
By the amended pleadings, the petitioner’s case is put upon two grounds: First, estoppel; second, election.
The special questions submitted to the jury are evidently to be referred to the ground of estoppel, — using that term .in the sense that the estoppel must be based upon acts of Edward W. shown to have been so manifestly inconsistent with his express election to waive the will, that justice and equity, as respects the rights of others, require it. The court rules that there was no evidence tending to show that any of the beneficiaries under Mrs. Peck’s will had been prejudicially misled by Mr. Peck’s conduct prior to his application for an extension of time. This ruling was without error. Findings in accordance with the directed verdict were amply supported by the evidence in the case. Indeed, the only evidence of any change of position by any of such beneficiaries on account of Mr. Peck’s conduct which we are referred to is that showing that Mr. Odlin was thereby induced to become guardian of certain members of the Clark family and to enter into certain contracts for their care and support in expectation that Mrs. Peck’s beneficences were to be continued and would be available for the payment of the expenses so incurred. A continuance of these donations was provided for in the will, and payments thereof were kept up for a time, but finally these payments were discontinued by advice of counsel. It was admitted that no damages were paid on account of any breach of these contracts, and the probate court adjudged that the payments to Mr. Clark should have been kept up, and made an allowance of the arrearages. So the prejudice which Mr. Odlin suffered, if any, arose not from anything Mr. Peck said or did, at their interview, February 27, 1904, nor at any other time, nor yet from his final action in waiving the will; but
This being so, no ground was left for the petitioner to stand on, except the ground of election. In this respect it was the theory of the appellant all the way through the trial that Mr. Peck’s conduct prior to the filing of his application for an extension of time, amounted in law to an election to accept the provisions of the will, and forever foreclosed him from asserting his statutory right of waiver. His counsel argued, not only that an election once made was final, but that it was not necessary to show that anyone was injured or prejudiced thereby; that an election, pure and simple, differs from an estoppel in this respect, and that such an election itself works an estoppel, regardless of results. In answer to this proposition, the executors said, first, that no such election was made, and, secondly, that by the true force and meaning of the decision of this Court when the case was here before, In re Peck’s Est., 80 Vt. 469, 68 Atl. 433, it was the law of the case that Mr. Peck could not be precluded from taking in opposition to the will by virtue of his express election, unless his acts, shown to have been inconsistent therewith, produced such resultant injury or prejudice to the other legatees as to render such taking unjust and inequitable— nothing short of which could constitute an estoppel in pans. But in the view we take of the ease shown by the record before us, we are not called upon to express an opinion on the soundness of the petitioner’s claim regarding the doctrine of election.
It appears from the record of the trial, which is referred to in the bill of exceptions and made to control, that at the close of the evidence the petitionees requested the court to instruct the jury (1) that the allegations of the petition are not made out; and (2) that a finding be directed in accordance with the-allegations of the petitionees’ answer, that nothing prejudicial to the legatees was done by Edward W. Peck in his lifetime, etc.. These requests were argued at great length by counsel on both, sides, in the course of which the allegations of the petition, and of the answer in the respect named, were called to the attention of' the court. At the close of these arguments the court in discussing-the case used the language and made the holdings following,, which for convenience are here numbered 1, 2, 3, 4 and 5 respectively :
*203 1. “With reference to the motion made by the executors, the appellees, we have reached a conclusion which we think disposes of the case, — that is, disposes of the final judgment in the case, but we desire to state to counsel the views we hold about it and submit the matter for some further consideration as to the way the ease should be shaped in order to present the case fairly in Supreme Court.”
2. “In short, we are agreed and feel pretty confident of the position that the evidence in the case does not support an estoppel; that the allegations of the petition so far as they set out an election and estoppel or waiver are not supported by the testimony, but just how far the requests for instructions as to the facts are concerned, how far the court should go in complying with those requests, we are not quite satisfied as yet.”
3. “There is no dispute but that Mr. Peck in his lifetime, and within the time which the Supreme Court has said he had a right to make the waiver, gave notice that he elected to waive the provisions of his wife’s will, and as we regard it the only question that was left open by the Supreme Court in the disposition of the matter there was the question whether Mr. Peek’s conduct was such, between the time when the will was filed for probate, and the time when he finally gave notice of his waiver, on the 12th of December, that it would be unjust and inequitable for him or his representatives to -assert that waiver. In other words, as we regard it, it presents merely the question of whether there was a course of conduct on his part which would constitute an estoppel in pans. The evidence, we think, falls short of establishing such an estoppel in that there is no evidence, as we view it, which tends to show that the petitioner, or any of the other legatees, were prejudiced by anything which Mr. Peek did during the time when he was considering whether he would waive or not. That is, allowing that the evidence stands as is claimed by the petitionees, that he had not elected, — or on the other hand, if it is as claimed by the petitioner, that he had taken possession, — done acts which would tend to show an intention to elect. We think, in other words, that the doctrine of election, pure and simple, does not apply, but it is more properly the doctrine of estoppel, — equitable estoppel; and that something more than the mere reaching the conclusion that he would take under the will, before he filed his waiver, has to be considered.”
*204 4. “We have considered the case that is referred to in the 5th Cushing,—Fitts & Wife v. Cook, — and while there is a sentence in the opinion which would possibly be susceptible of the construction given to it, we hardly think that is an authority for the contention that is made by the petitioner, that if Mr. Peck had done acts from which an election might be inferred, that the doctrine of estoppel would fasten upon the case, because by afterward waiving the provisions of the will some legatees or devisees would be affected by it in the distributive share which would come to him. We think it must be such conduct that the prejudice must arise from the conduct of Mr. Peck rather than from the exercise of his statutory right, and we hardly think that case could be said to be authority for a contrary proposition."
5. “This view of the matter would seem to dispose of the final judgment here, but just what disposition should be made of the several requests as we have already intimated, we haven’t fully determined.”
After some more discussion in regard to the questions to be • submitted to the jury, one of the petitioner’s counsel said to the court: “If I understand the court correctly the ruling probably will be that there is no evidence tending to support the allegations of this petition, amended or otherwise, upon which this case was tried.” To which the court answered, “We haven’t gone quite so far as that.”
Then after further discussion, counsel for the petitionees said they were satisfied to have a ruling of the court upon their request to ask the jury this question: “Does the jury find that anything was done by the said Edward W. Peck in his lifetime prejudicial to the rights of the said William H. Clark or any of the other legatees under the will of the said Harriet C. Peck, except his waiver of the provisions of said will pursuant to the statute, and that said legatees have suffered and can suffer no injury by reason of anything done by the said Edward W. Peck in reference to the estate of the said Harriet C. Peck before his determination to waive the provisions of the will of the said Harriet C. Peck, and the filing of his notice of such waiver December 12, 1904, and that the jury be instructed to answer that inquiry, ‘No.’ ”
Counsel for the petitioner then requested the court to submit to the jury the question: “Did Edward W. Peck, previous
The record shows that the next morning (the trial proceeding) counsel for the petitionees passed to the court a paper,, a copy of which he had handed to the opposing counsel, and by the context of the record it may fairly be inferred to have been a blank special verdict containing the request last above quoted as made by the petitionees’ counsel, but divided into two questions — in fact the two questions later answered “No” by the jury under the direction of the court.
The court said, “In view of the disposition which was indicated last night, we think that the requests made by the petitionees, the executors, should be granted and the request of the petitioner, as contained in the paper handed up yesterday, marked Z,’ and the requests just now presented, numbered one to twelve inclusive, should be denied.”
Whereupon counsel for the petitioner said: “That is done upon the ground or because of the previous ruling in the case and on the ground that there is no evidence tending to show any of those things?” The court answered: “The ruling is not to the effect that there is no evidence tending to establish one or more of these requests, but upon the ground that the questions covered by the petitionees’ requests are held to be determinative of the issue.”
The petitioner excepted “to the holding of the court that there was nothing left to be determined in the case by the Supreme Court except what was suggested last night;” “to the holding of the court that an election doesn’t apply in a case of this kind,. — that is, if it is necessary, to protect our rights;” and “to what the court has said and the holding of the court upon the matter of the election.”
Unless this last exception is broad enough to cover the holding of the court as shown in the last clause of paragraph marked “2,” quoted above, there is no exception to that ruling. But in the bill of exceptions, and in the briefs of counsel, the exception was treated as broad enough for that purpose, and we so treat it.
The court starts off by saying, paragraph 1, “With reference to the motion made by the executors, the appellees, we have reached a conclusion which we think disposes of the case, — that is, disposes of the final judgment in the case, * * ’ ’ Paragraph 2, “In short, we are agreed and feel pretty confident of the position that the evidence in the case does not support an estoppel ; that the allegations of the- petition so far as they set out an election and estoppel or waiver are not supported by the testimony, * * *”
So far the holdings related exclusively to the facts, and they were as broad as the allegations of the petition in the respects named. It is there expressly held,' — and the holding is made emphatic by the court’s saying in connection therewith that they “feel pretty confident of the position,” — that the evidence does not support an estoppel, and that the allegations of the petition so far as they set out an election and estoppel or waiver are not established. These were not rulings on the tendency of the evidence, but were in effect findings on the weight of the evidence; and had the court stopped here, the burden of proof being on the petitioner, there can be no reasonable doubt that the case would stand with the facts essential to the petitioner’s right of recovery not made out. And this would be determinative of the whole case — both on the question of estoppel and on that of an election, pure and simple. It is with the latter that we are now concerned. The court proceeded, as appears in paragraph “3,” to discuss what it regarded to be the law of the case according to the opinion of this Court, same case, 80th Vt., that is, after stating that there was no dispute but that Mr. Peck, within the time allowed by law therefor, gave notice that he elected to waive the provisions of his wife’s will, the court said, as they regarded it, the only question left open by the Supreme
That the views here expressed regarding the holding in paragraph “2” are correct, further seems pretty evident from the language of the court in paragraph “1,” “With reference to the motion made by the executors, the appellees, we have reached a conclusion which we think disposes of the case, that is, disposes of the final judgment in the case, * followed (paragraph “2”). “In short, we are agreed,” etc., thus showing the connecting thought. The court’s action is to be such, as in its belief, will dispose of the final judgment in the case, and that on the motion before it. The holdings in paragraph “2” were of the steps deemed necessary by the court to that end. This is further indicated by the answer of the court to the statement of one of the petitioner’s counsel, “If I understand the court correctly the ruling probably will be that there is no evidence tending to support the allegations of this petition, amended or otherwise, upon which this ease has been tried.” The court answered, “We haven’t gone quite so far as that.” Evidently the court then had in mind just what it had held in paragraph “2”; not that there was no evidence tending to support the allegations of the petition, but that the allegations were not established. Again (the next day of the trial) when the court granted the requests of the petitionees, and denied those of the petitioner, counsel for the petitioner said to the court, “That is done upon the ground or because of the previous ruling in the ease, and on the ground that there is no evidence tending to show any of those things?” To this the court answered: “The ruling is not to the effect that there is no evidence tending to establish one or more of these requests, but upon the ground that the questions covered by the petitionees’ requests are held to be determinative of the issue.” The “petitionees’ requests” here referred to by the court may by reasonable construction include all of the petitionees’ requests upon which rulings were made in .the disposition of the case. This
Moreover, that the holding in that clause shown was and is given the same construction by the petitioner’s counsel, as we gave it here, is manifest from their original brief; for therein, page 52, the 4th point assigned as error is, ‘ ‘ In refusing to submit the ease to the jury the court held as a matter of law: (a) Petitioner’s evidence did not tend to support an estoppel. (b) The petitioner’s allegations (in his petition) are not supported by the testimony, (c) The only question left open by the Supreme Court” in this case, 80th Vt., “was whether Peck’s conduct between the time when the will was filed for probate and the time when he gave notice of a waiver, was such that it would be unjust or inequitable for him or his representatives to assert that waiver. ’ ’ And immediately following in the brief they say, “The petitioner contends that the court was in error in its rulings upon all three of these questions. That his evidence not only tends to show facts and circumstances which should estop Peek from claiming under his waiver, but is plus upon this question, and that it was established to such an ex
The record being fairly and reasonably susceptible of the construction by us above indicated, it is the duty of this Court to give it that construction if need be to the affirmance of' the judgment. This is so even though it may also be subject to some other construction; for nothing is to be presumed against a bill of exceptions with a view to predicate error upon any decision of the court there detailed, but all fair and just constructions and intendments shall be made in favor of the decision below. McCann v. Hallock, 30 Vt. 233; Cram, Admr., v. Cram, 33 Vt. 15. And “when a sentence of exceptions reasonably may bear two constructions, this Court is bound to adopt that one which will uphold the ruling of the trial court.” French v. Ware, 65 Vt. 338, 26 Atl. 1096.
It follows that since the question of an election, pure and simple, by acts of Edward W., to take under the will, was determined against the petitioner on the evidence in the court below, and the evidence being upon careful examination found adequate to support such • determination, it is conclusive upon this branch of the case.
It is claimed in behalf of the appellant that the decree was erroneous for the reason that Mrs. Peck had no estate of which she could make testamentary disposition, since all she had came from the estate of her father, by force of a will, which, properly interpreted, carried the property at her decease to her heirs in the Clark line.
As we have seen, the issues below were prepared by pleadings. Much deliberation was exercised in discussing and framing these issues. It was repeatedly asserted by counsel for the appellant that the only question or claim made was that Mr. Peck had by his conduct precluded himself from waiving the will. The appellant’s petition, after referring in unmistakable terms to the property called Mrs. Peck’s, ends with a prayer that the waiver be held for'naught and all of the estate of Mrs. Peck distributed according to the terms of her will. Throughout the trial the appellant adhered to this position, and trained every gun on that waiver.’ When the ease was ready for judgment,
The will of Joseph Clark was admitted in evidence and Mr. Nichols testified that he “supposed” that Mrs. Peck’s property came to her from her father’s estate. No question under the Clark will, nor concerning the source from which came Mrs. Peck’s property was made by the .pleadings; and when it was objected that the Clark will should not be received in evidence because it was matter outside the issues, it was only admitted for specific and limited purposes — to show that Mr. Peck knew the character, amount and situation of his wife’s estate, as evidence rendering it more probable that he would accept the provisions made for him in the will of Mrs. Peck, and to show what specific property came to Mrs. Peck thereunder.
Under our system of settling estates of deceased persons, the county court, in probate appeals, sits as a higher probate court. In a case like this, the proceedings are in the nature of proceedings in rem, and the county court is to investigate and decide all questions necessary to a proper distribution of the property involved. It is to proceed in the ,same manner as if the case was originally brought there, Williams v. Robinson, 42 Vt. 658, 1 Am. Rep. 359, and is hot confined to questions actually considered in the probate court. Maughan v. Burns’ Estate, 64 Vt. 316, 23 Atl. 583. Yet the trial in the county court is to be conducted according to recognized rules of procedure. Any questions of fact involved should be défined by proper allegations and replies, and when this is done, the trial should proceed as other trials do, — controlled by the rule that the court tries only the issues made by the pleadings. Carpenter v. Welch, 40 Vt. 251; Columbian Granite Co. v. Townsend & Co., 74 Vt. 183, 52 Atl. 432; Conn. Valley Lumber Co. v. Rowell, 84 Vt. 24, 77 Atl. 873.
It may well be that it is the duty of the county court to investigate all questions brought to its attention in due course and by proper application. 'But we are not prepared to say that it is the duty of that court — at all times and in all circumstances — to inquire into every question of law or fact which may throw light on the ultimate rights of the parties or persons interested in the estate. To do so would impose upon the court unnecessary and unreasonable burdens. If the point here pre
If we assume that distribution of the Clark estate was made pursuant to an agreement of the parties interested, — some suggestion of which fact appears in the record — then that instrument would control the rights of the parties and would have to be examined before these could be determined. Either way, questions of fact were involved, and at his own request the burden of proof had been put on the appellant.
In these circumstances it was not error for the court to render judgment without regard to the point made under’ the Clark will.
The court was not in error in allowing to Mr. Peck’s executors as his statutory share of Mrs.' Peck’s estate, two thousand dollars and óne-half the remainder of the whole estate. The language of the statute is too plain and unambiguous to allow construction to vary its meaning or change its effect. The rights of 'a surviving spouse are paramount to all others, — even to the power of the other to exercise the right of testamentary disposition. In re Cunningham’s Est., (Pa.) 20 Atl. 714, 21 Am. St. Rep. 901. Until these rights are satisfied, no will can be ef
Numerous exceptions were taken to the admission of evidence; these have all been examined and found to be without merit. Almost all of them relate to evidence as to the care and management of the estate, the manner in which the business was conducted, the books kept, and the relation of Mr. Peck and the executors to the property. The claim of the petitioner was that Mr. Peck had so conducted himself with relation to the property that he had become legally bound to abide by the terms of the will. The evidence excepted to tended to meet and explain that on which the petitioner relied, and was properly admitted.
Some other questions of small consequence were raised in argument, but an examination of them reveals no error.
Judgment affirmed. Let a certificate go down.
Dissenting Opinion
dissenting. I cannot agree that from this record it can reasonably be taken that the trial court found the facts under the allegations of an election or waiver against the petitioner. I fully approve the rule laid down in the opinion •of the majority to the effect that every reasonable presumption is in favor of the judgment. But this rule only applies when the record makes it reasonable to apply it. If the record shows that an essential fact is left unfound, this rule cannot be invoked to supply it. And if this record shows that the court below did not find the facts referred to, or attempt to do so, the inference drawn by the majority is wholly unwarranted. That this record does show this seems.to me too plain to admit •of argument.
It is true that the court made use of the expressions quoted in the majority opinion. And if these stood alone, it might be our duty in support of the judgment to hold that they were to be taken as equivalent to an adjudication that the evidence was insufficient to establish an election, pure and simple, or a waiver, which have, I may say, many essential characteristics in common.
But these' statements do not stand alone. The attitude of the court toward the election is abundantly and unmistakably shown in various other parts of the record.
In the first place, the special verdicts themselves show that the position of the court was, not that the evidence was insufficient to establish an election or waiver, but that that question was immaterial and inapplicable. Else why did the court refuse the petitioner’s written request to submit that question to the jury, and allow the petitioner an exception to that ruling as shown on p. 595 of the transcript? The case was being tried as an ordinary jury case, — there not being a suggestion to the contrary from cover to cover of the transcript, — yet, without an intimation of any kind that the court was going to handle that question for itself, the request to submit the question of election or waiver was refused.
Again, it unmistakably appears that counsel for the executors understood the court’s position to be that an election or waiver without prejudice to others was inapplicable to this case. They put themselves squarely upon the former decision of this case, and insisted that that question was then decided. So consistent and confident were they in their position that they again •and again asserted that if there was my evidence tending to establish the petitioner’s claim, he was entitled to have a verdict directed in his favor. This appears at least on three different occasions in the transcript, pp. 474, 531, 532. What was the "claim” to which this referred? That it embraced the proposition that an election, intelligently made, is irrevocable, though no one is misled to his injury, is too plain to be denied. That there was evidence tending to show this, all the judges, save one, agree.
Now we know why the court declined to submit to the jury the petitioner’s written question above referred to — the question of election or waiver, as distinguished from estoppel in pais. It was because the question of estoppel in pais was the “only question that was left open by the Supreme Court;” so that, as' the trial court regarded it, the only question presented was whether there was such a course of conduct on the part of Mr. Peck as would amorint to an equitable estoppel. And the only
Can anything be plainer than that the court did not find any facts regarding an election, pure and simple ? Is it not perfectly apparent that the court simply laid that question out of the case, as immaterial and inapplicable?
The majority says that it is not conceivable that the court below would leave one of the principal issues under the pleadings and the evidence undisposed of and yet render final judgment. But it appears as clear as sunlight that that is just what the court did do; and did it because that issue was immaterial and inapplicable. There was but one ground, in the view of the trial court, which was, in law — not in fact — available to the petitioner, and that was the ground of estoppel. The only reason why an election would not answer the petitioner’s purposes was because the law required a full estoppel in order to bar Mr. Peck from the benefits of his statutory waiver.
If further evidence is needed, the record furnishes it.
For the sake of a clear understanding, I quote the question already referred to, which the petitioner asked to have submitted to the jury; it is found on p. 595 of the transcript:
“Did Edward W. Peck, previous to September 22, 1904, •with full knowledge of the title, value and all other facts concerning the property of which his wife, Harriet C. Peek, died, seized, and with full knowledge of his statutory rights of election, under the provisions of the will of his said wife, elect to-accept and did he accept the life estate provided for him by the provisions of her said will?”
In further confirmation of my statement that counsel for the executors understood the position of the court to be what I have herein made it, I quote what they said about this request when it was presented to the court: “That would be an immaterial inquiry; that would be just such an inquiry in an ordinary case of a motion for judgment notwithstanding the verdict, because the court has ruled, whichever way that would be answered, it would be immaterial unless the fact was made ou,t that this election and what had been done under it was prejudicial.”
In speaking of this request of the petitioner, the court said:
“In view of the disposition which was indicated last night, we think that the requests made by the petitionees, the execu*217 tors, should be granted, and the request of the petitioner, marked ‘Z’ (quoted above) and the requests just now presented numbered 1 to 12, inclusive, should be denied. ’ ’ Transcript, p. 597. Counsel for the petitioner then asked, “That is done upon the ground or because of the previous ruling in the case and on the ground that there is no evidence tending to show any of those things?” To which question the court made reply: “The ruling is not to the effect that there is no evidence tending to establish one or more of these requests, but upon the ground that the questions covered by the petitionees’ requests are held to be determinative of the issue.” Transcript, p. 597. This, it should be remembered was after the statements quoted by the majority. And in the very teeth of this statement, the majority infer that the facts involved in the petitioner’s question were found by the court against him. Are we to take the court’s own word, or are we to assume that it did not know the basis of its own ruling?
That the court was fully conscious of the situation is abundantly shown on pages 598 and 599 of the transcript, where counsel for the petitioner Said: “We desire an exception to the holding of the court that an election doesn’t apply in a case of this kind, — that is, if it is necessary to protect our rights. We certainly depend upon this election and we say that if there was an election, as claimed by the appellants, that that of itself would work an estoppel; so that we desire an exception to what the court has said and the holding of the court upon the matter of the election.”
Now, if the court, as assumed by the majority, found the facts on the election against the petitioner, why did it not say to counsel, when the foregoing exception was taken, “You misunderstand us; we do not hold that the doctrine of election is inapplicable, but we hold that you have failed in the proof, and we find the facts against you?”
Nor is this, even, all the evidence afforded by the record to negative the inference drawn by the majority. After all this had taken place, and it is recorded here in chronological order, the jury were returned to the court room, and the court thus addressed them:
“Gentlemen of the jury: The case has been before the court in your absence on motion for directing verdicts. The petitionees,- — that is, the executors, concede in their motion, as*218 well as in argument thereof, that there is no controversy in the testimony; in other words, that all the facts relied upon by the petitioner, Mr. Clark, are made out. so far as there is any evidence in the case to support them. There is, then, no controverted question of fact to go to the jury, and it only remains for us to instruct you as to the tendency of the evidence or want of evidence to make out any material fact.
There is no dispute but that Mr. Peck in his lifetime, and within the time fixed by law, gave the probate court sufficient notice that he elected to waive the provisions of his wife’s will and take his distributive share under the statute. This being so, the petitionees are entitled to have the decree of the probate court, distributing the estate in accordance with the request filed with the waiver, affirmed, unless the petitioner makes out that Mr. Peck’s conduct concerning the estate and his rights under the will were such as to estop him or his representatives from asserting such waiver. The petitioner contends that Mr. Peck, as evidenced by his conduct and declarations, prior to the filing of his waiver, elected to take under the will, and that he and his representatives are thereby precluded from asserting such waiver.
As we regard the law, the ease presents 'the question whether Mr. Peck’s conduct in that regard was such as would constitute an equitable estoppel. One of the essential elements of such an estoppel is that the rights of another, who has acted in reliance upon -the conduct complained of, would be prejudiced if Mr. Peck or his representatives are permitted to claim 'the benefits of the waiver!
The petitioner has failed to produce evidence tending to show that he or any of the beneficiaries under Mrs. Peck’s will has been or will be prejudiced by the conduct of Mr. Peck prior to the time he filed his notice of the waiver of the provisions of his wife’s will.
This being so, the petitioner hás failed to malee out an estoppel under the law and the petitionees are entitled to the benefits of the waiver.” Transcript, pp. '601, 602.
With these words ringing in my ears, I simply cannot be convinced that an inference can reasonably be drawn from this record that the court below weighed the evidence and decided that it was insufficient to establish an election, pure and simple.
All this, without more, would not put the trial court in error. And this, for two reasons: First, it would not amount to reversible error to withhold or ignore a material issue, if in fact, there was no evidence tending to sustain it. Second,, it would not amount to reversible error to withhold or ignore an issue, even though it was supported by evidence, unless that issue was a material one; that is to say, taking this very ease, unless the distinction between election and estoppel, insisted upon by the petitioner, exists.
We are all, save one, agreed that there was evidence fairly and reasonably tending to show such an election as the petitioner claimed.
And a majority of the court, at least, agree that the distinction drawn by the petitioner between an election and an estoppel exists in the law, and that his position in that behalf was legally sound, and that there is nothing in our former decision, rightly understood to the contrary. This being so, the soundness of the conclusion of the majority depends wholly upon the soundness of the inference drawn.
In the face of what appears in this record, I submit that such an inference cannot by any possibility be “reasonable” nor can the majority’s construction of the bill of exceptions be “fair and just.”
The judgment might To be reversed.
