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Ratony Estate
277 A.2d 791
Pa.
1971
Check Treatment

*1 Ratony Estate. Before January 20, 1971. J., Jones, C. Bell,

Argued Pomeroy JJ. Roberts, Barbibri, O’Brien, Eagen, *2 L. and Ashton, Franklin him with Gordon Gordon, for appellant.

William R. him Milton Keen, Jr., Apfelbaum, with for appellee. by

Opinion June 1971: Chief Mr. Justice Bell, This appeal involves the of a validity postnuptial Separation Agreement.

Decedent, Alexander Ratony, Jr., appellant, Julia on Ratony, were married June 1940. On June the purchased Ratonys property Coatesville, as tenants Pennsylvania, the by entireties. Sixteen months later, then being separated, they conveyed for a net sum On property December 11, 1941, f620. executed a formal they Separation Agreement. The Agreement was drawn decedent’s who attorney, also witnessed its signing. After the Agreement was entered into, parties continued to live apart and made no appellant attempt to attack or set aside or the clear ignore language of this Agreement or the mutual promises they made therein, until after de- August death on cedent’s 26, 1968, twenty-seven years later. mu- contained which

In Separation Agreement, all divided they (1) releases, and mutual promises tual they home which their of the sale of proceeds the net $620; namely as tenants entireties, owned and personal furniture all to divide (2) agreed certain leased well as they articles which owned, mutually important (3) most all, articles; and, full settle- complete this shall be a that “... agreed parties of all between property ment [and] any shall have time neither party from this forward, the other.” owned property interests made this they case were (when his wife gave The husband extremely poor. Agreement) in the he had world. everything one-half separate in which lived they twenty-seven years made back appellant attempt go never apart, or to get any support and live with the husband, *3 of subsequently acquired or to claim any prop- him, attempt to set aside or or made attack erty, any Agreement. Separation provides

The Separation Agreement as follows: “Separation Agreement made 11th “This of day December, Alexander and between and Ratony, Jr., Julia, witnesseth: wife, differences have arisen “Whereas between the par of which are they ties on account now separated and apart and living separate now and are intending live and each other apart separate during the remain natural their and Uves,* der of the home formerly

“Whereas occupied by the parties and the sold various been debts has connection with estate have been real and paid, the said there has resulted a fund of “Whereas six hundred and dollars twenty ($620.00), and ours, throughout unless otherwise * Italics noted. a upon agreed mutually have

“Whereas parties of all the retention upon and division of the furniture, and have other to each belonging articles personal leased or take certain to either return over agreed articles. and com- therefore in settlement, adjustment

“Now, the par- and promise questions rights, all property, ties hereto the division mutually agreed upon have that ($620.00) of the said hundred dollars twenty six and dollars hundred and ten upon the three payment this shall be ($310.00) thereof Julia, wife, all be- complete settlement property full tween the neither parties. forward, par- From this time ty shall have interests any any property owned by any the other. language clearer?] [Could

“The said Julia hereby expressly agrees said division the said shall be lieu payment all claims for and she support expressly agrees hereby that she will not further claim assert against said husband.

“This does not or in prevent way militate either party ask obtain a nor divorce, does it admit or deny any such right.

“In witness whereof the do hereto set their hands and seals this 11th day December 1941.

(s) Julia Ratony

(s) Alexander Jr. Ratony, “(s) Walter A. Herley, Witness to both “Received full. $310.00 Dec. 14, 1941.

(s) Julia Ratony” filed an Appellant election to take against deced- pursuant ent’s will and, Section 11 of the Estates P. L. an Act of election to take against cer- of his inter vivos conveyances. tain Since the estate is relevant insolvent, only election is her claim 11. Section She under therefore filed objections to the based executrix, of decedent’s final and account first were assets which include certain on her failure to The lower lifetime. his during decedent transferred and valid to be Separation Agreement found the Court decedent and e‘the the date thereof, that, wife proceeds other than the no assets possessed items with certain together home their sale of former in the agree- referred to items personal of furniture important finding very that date.” This ment was cer- which the completely ignore, minority fact, evidence tainly unquestionably supported and the together above-quoted Agreement with and, is therein de- promises contained, mutual releases of this case! the Court confirmed Accordingly, cisive and dismissed objections. the account appellant’s This followed. appeal contention that appellant’s Separation

It its Agreement, notwithstanding crystal-clear language and its mutual promises and mutual releases property interests then “from time owned other, discloses want or forward” failure of consideration, and, does not consequently, bar take will or his (so-called) inter vivos conveyances.

findWe no absolutely merit any of appellant’s contentions. we are of

Preliminarily, opinion princi- antenuptial ples applicable even agreements, though and the the consideration circumstances may sometimes differ are slightly, equally applicable to postnuptial See Slagle’s agreements. Appeal, Pa. 442, 144 Atl. 426.

It is a general principle law which has existed for promises that mutual centuries are binding upon the thereto and furnish valid consideration. Section on Williston Contracts (3d Ed. 1957); §75, Re of the Law, statement Contracts; 8 P.L.E., Contracts, *5 Co., Paper Moore Paper Bryant & Co. v. §45; Jessup Pa. Estate, 129 Atl. Gredler 559; 283 Pa. 434, 258 A. 2d Rosciolo 434 Pa. 461, 65 A. 2d 404; Estate, 181. 8 P.L.E., v. 25 Ill. 2d 623; Kaplan Kaplan, afford suffi promises states: “Mutual Contracts, §45, each other, for the cient consideration legal are sufficient and the mutual promises parties Paper Moore contract.” In & Jessup to create a binding this Court Paper Co. v. Bryant Co., Pa., supra, “ no other considera 441) said : ‘Where there is (page on must be binding tion for a mutual contract, promises ” In we parties.’ supra, both Gredler Estate, Pa., : “These mutual 387) said pertinently (page promises, in the of a parties presence witness, (cf. made by Moffitt 418) v. A. 2d constituted Moffitt, 107, 16 an contract.” enforceable

In Rosciolo parties en Pa., supra, tered into a mutually-executed antenuptial agreement. was drawn

This an for the hus attorney present band the wife did not and, case, have an attorney. provided: pertinently that all the agreed properties name or “[I]t wherever nature, real, personal mixed, they may belonging party found, first part before shall be and remain marriage, his personal forever, ...” There then estate. followed a disclosure of their respective but properties, there was no to an respect with provision abandonment of the right to take against of a wife husband’s will.* her husband’s the wife death, elected to Upon take presented her husband’s will. She against several con- she limited to finally which one, tentions namely, she and her right her claim to an election “based to take on the fact that his will Antenuptial against Agree- similarly provision no abandonment * And a husband against right his wife’s will. take and less specific language contained less ment [which in the than does the Agreement clear releases waiver did not an express contain present case] of the fact take spite will].” [to understood Italian) that Mrs. Rosciolo (an spoke *6 of a unanimous Su- little the very English language, our “In 466-467): judgment, stated preme (pages Court of ei- this Antenuptial Agreement precludes to other, ther take the will of the even party is no there waiver” though express We believe the of the following portion present “in and all compromise settlement . . . Agreement, of questions and hereto property, rights, the have parties that and . . . this shall be com- mutally agreed a full plete settlement all the between property rights par- of ties. From this time neither halve forward, shall party any property interests owned the any property clearly and other,” that the unequivocally provides wife all gave rights to and all up rights and all property interests of any property decedent then or time forward owned by the husband. of Because the different and very intimate relation ship of husband and (and wife of prospective spouses), one two additional factors has been required vali of date and postnuptial ante- agreements. An antenuptial or postnuptial agreement is presumed valid and parties the thereto binding upon and the party seeking to avoid or or nullify circumvent the agreement has, without the any doubt, burden of the proving invalidity of the clear and convincing evidence. That burden can be met either by proving one of the two fol a (1) lowing reasonable provision the factors — was not made at spouse the claiming time the agree of ment or absence (2) a a provision, full disclosure the other’s fair worth was not made. the reasonableness must be Moreover, determined as of the not in date the light of hind

461 mockery a test would make a sight “hindsight” —such Estate, the rule and the of life. realities Hillegass 431 244 A. 425 Pa. 117, Pa. 2d Gelb 144, 672; Estate, A. 2d In (page 228 we said Hillegass Estate, 367. : 150) An

“(1) Antenuptial Agreement presumptively valid thereto. binding upon or “(2) person avoid seeking nullify* circumvent has burden of Agreement proving clear and convinc invalidity Agreement by ing spouse evidence deceased at the time neither made a reasonable Agreement (a) provision the intended nor disclo spouse, (b) full fair sure (or her) worth. Gelb Estate, Pa., supra, 123; Kaufmann page Estate, Pa., supra, page Justice [per ; McClellan Estate, Pa., supra, Jones] page 407; Emery Estate, Pa., pages supra, 146; Snyder A. 2d 67.

“(3) the of evaluating reasonableness the pro- vision for the survivor, reasonableness must the determined as time the Agreement and not by of of Gelb hindsight. Estate, Pa., supra, page 123; Kauf- mann Pa., supra, page [per Justice Reasonableness will depend upon the totality Jones]. of all the facts and at the circumstances time the of Agreement, including the (a) financial worth of the husband; (b) intended the financial status of the in- wife; tended . . .”

Even if nullify we and the ignore clear and unam- of this language Agreement with biguous all its mutual escape we cannot the promises, conclusion that a gift division) the husband to (or proper his separated (and years thoroughly satisfied) wife of one- of he had all the world everything half was not only but provision undoubtedly reasonable a fair one. * Htttegasa qnote in this are Bitate. Italics this when at least impliedly, recognized

Appellant, had additional that her husband attempted prove she the witness was only and undisclosed assets. Appellant which to offer evidence of the additional property time the she contends decedent at now was owned ashed When the executed.* Separation Agreement was aside whether she decedent owned any property or from in the that mentioned in she answered the Agreement, to the extent At a later she recanted negative. hearing “prop the word that she then testified she thought that, estate she referred to real only thought erty” ac of had a bank at the time the decedent Agreement stated she Specifically, count and stocks bonds. National bank accounts were that the decedent’s S. and that the bonds were U. Bank Chester Valley at paid place War Bonds deduction his by payroll stipulation parties, of employment. However, to and at the time prior later revealed that it was he had no account The Na Separation Agreement no Bank of Chester deduction Valley payroll tional job. at the decedent’s With to the regard was in force un appellant owned was by decedent, stocks allegedly names of the stocks to recall the companies able broker. evidence short, only or the name had additional assets at the time of decedent was statements appellant’s conflicting Agreement beliefs. The lower Court justi unproved fully a matter of fact that “... as De in finding fied decedent and possessed no cember 11,1941, wife proceeds sale other than their assets certain items with together home of furniture former *8 * objected appellant’s testimony to estate for the on Counsel Rule, Act of P. L. Dead Man’s P.S. the basis initially overruled, objection but at a sustained §322. However, thereupon (unwisely) hearing. counsel for the estate later objection. withdrew in the that and items personal agreement referred of date.” dissenting Opinion

Mr. Justice Roberts states support that this is a “consensual settlement.” This only and contention obliterates completely ignores, nullifies all the and mutual and settle- express agreements ments “of . from questions all and . . rights neither time forward shall have party any prop- other.” erty interests owned the any property This far of separation is more than an far, support. and Justice Roberts contends Furthermore, the waiver the or claim support right of wife’s for her part husband a clear intent on the “evinces $620 the the to be parties to the divided between them was to serve lieu of further de- support This payments.” obviously completely her void merit —it wife gives the only the amount which would have resulted in tiny $310, on ridiculous amount a based year, $13.28 lived after length time she the Separation Agree- ment was executed. Justice Roberts further contends there was a want of consideration for Agreement. promises He not overlooks aforesaid only mutual and mutual and property agreements he settlements, both (1) also overlooks facts that were (2) and the wife iix extremely acquired, addi- poor; aforesaid sum of money tion to the and a division of and other personal their a furnishings property, right existence her life (a) any without separate her without husband, (b) any interference or house; such as cook duties, duty marital keep secured her absolute she she (3) liberty; (4) to receive and keep, secured without important or thereto from husband claim she any money might inherit, therein, (a) her husband from her win. work, (c) make (b) reverse the Jones would Court Mr. Justice below received no he believes wife consideration, because *9 464 then advo Justice provision.

or no reasonable Jones of consideration the determination new for cates a test tbe fact first He overlooks in a postnuptial agreement. time from this that agreed mutually the parties in or interest have no each would forward furnish These mutual promises the other. property our (see many this agreement consideration legal reasons exist and no sound or supra) justifiable cases, our decisions change to us to invalidate or prior induce In addi promises meaningless. and render these mutual tion our further prior supported by we are decisions, 2d Kaplan recent case of v. 25 Ill. 182 Kaplan, In N.E. 2d discuss Kaplan, Court, such mutual releases were valid consid whether a ing eration for a a husband between property settlement and tvife, said : “. . without pertinently 708) . (page considering other elements of consideration flowing could plaintiff which be mentioned mutual such covenants were themselves sufficient Kroell v. agreement. 219 Ill. 76 N.E. Kroell, 105, 112, v. 63; Seuss N.E. Schukat, Ill. 27, 34, 1461.” A.L.R. See also, Rockwell v. Est. Rockwell, 24 Mich. App. 180 N.W. 2d 24 Am. Jur. 498; 2d, and Divorce No Separation, matter how named, §887. Justice Jones seems to hold that whether prom mutual ises mutual releases are valid consideration depends upon whether surviving spouse or the de spouse ceased the one “is who relinquished his or her intestate share in exchange for certain property.” Whether or not this is called a “hindsight” test —as we it believe is—its nomenclature is immaterial. What important is inescapable is the fact that such a waiting or test period directly the teeth of the test which flies our prior cases have established and we which, repeat, Justice himself has aided in establishing. Jones Pa. 131, 137, 171 A. 2d 48, 51 Kaufmann the Court said: (1961), “(3) evaluating reason reasonable provision wife, ableness of the determined date must be ness hindsight.” not by antenuptial or use of having what Moreover, mutual which contain written agreements postnuptial mutual releases mutual agreements promises, and property rights, interests all property *10 releases are treated and promises if agreements, and meaningless the Courts as by worthless, nullities, the ab- of the must (in the husband wife disclosure) of a full and fair determined by sence which survives? dependent upon spouse Levine 118 A. 2d Estate, clearly distinguishable. the although There, exchanged of mutual waivers interest in the of estate the any this was held to lack other, consideration because the husband a prior written had by instrument warned all already claims he have had in might his wife’s estate.

For these find no merit in reasons, we the contentions made or by in appellant erron- eous and novel interpretations enunciated in the dis- senting which Opinions, make realistically nullity prior our decisions the clear and express mutual promises agreements which the parties themselves made and kept twenty-seven years.

Decree affirmed; appellant to pay costs. Eagen Mr. Justice and Mr. Justice Pomeroy concur in the result. Concurring by Opinion Mr. Justice Barbieri:

I concur in the conclusion reached Opinion the Court and disagree with the dissenters two I reasons. First, believe that the separation agreement in this case encompassed all property rights between the two and not spouses just the matter of support. sufficient legally was I believe that there

Secondly, agreement, Under to the widow. consideration as of the sale net proceeds received one-half she tenants by had owned which as they their house, she to which not receive that did entireties. she Thus, widow Levine did the as legally entitled, already where, prior A. 2d 741 (1955), Pa. was owned separation agreement, to the has uncovered in common. research My a tenancy tenant the entireties has by no that a indicating case limited circum except very right power, divorce.* The prior separation partition stances, case the widow the gave present thus she could not have ob to an interest otherwise predeceased from or tained divorced except by being her husband. Dissenting Opinion Mb. Justice Jones: I must dissent from the reluctantly expressed view majority opinion. *11 reiterating It to me the that appears majority, or full and fair provision the “reasonable disclosure” lost consideration sight necessity has test, for postnuptial agreement. this so-called cases turn- * argument proceeds is that the of There no the sale of the See, e.g., not also owned the entireties. 41 house were C.J.S. par §§481, has 485. Our Court not allowed Husband Wife spouse except when “one an entireties estate has been tition of appropriating the or own use so that there exclusion,” Linett, 142, wrongful 138, Linett v. 437 Pa. has been a ; (1970) Lindenfelser, v. see also 396 A. 2d 849 262 Lindenfelser incompetent, spouses (1959) ; when one of 530, the is A. 2d 901 153 Pa. Appeal, & Trust Co. Bank rboro Pa. 59 A. Inte explicit implied (1948); court finds an the or when 2d 101 partition, spouses Berhalter, agreement Berhalter v. the between any (1934). There is no indication Atl. that Pa. postnuptial prior present to the conditions these in this case. is there standard, provision” “reasonable on the

ing is whether there question occasion to no generally a sufficient whether the is consideration; inquiry usual implied an On the other hand, been given. amount has test is fair “full and disclosure” to the corollary to support be consideration there requirement below the court I would affirm agreement. Although “full fair disclo- if latter alternative —the only necessary question I it to first sure” test —is find met, of Alexander Ratony’s provision the reasonableness his wife. prior

While decisions realizing many Court indicated that crucial examination date for provision” test the date of “reasonable execution, I, articulated the statement “such initially, rea- that, must be determined sonableness the date of the not by hindsight”. Kaufmann 2d 171 A. I 131, 137, have never any displeasure intimated with this principle con- and, to the I do trary majority’s not assertion, now advocate adoption hindsight test. the crux of Perhaps my dispute with the majority’s provision” “reasonable examination merely represents a different perspective. it is no Nonetheless, coinci- dence that the majority states at places two opin- its ion, different slightly “the words, gave husband wife one-half Tie everything had the world.” (Em- added.) To phasis my way thinking, more correct statement of this would thought substitute pronoun “the “they”: gave husband his wife one-half of every- had in the thing world.” they I Indeed, as shall demon- I strate would state shortly, that, “the husband gave his wife she had in everything the world.”

Reviewing Julia agreement, Ratony received: *12 proceeds one-half (1) the sale of the former fund was residence —a she entitled to as a matter of personal her (2) law; property which she effects — 468 certain all and (3)

owned and controlled at times; her to belonged of which of furniture —one-half pieces 396 Pa. 530, v. Lindenfelser, anyway, cf., Lindenfelser Pa. DeLuca 388 DeLuca, A. v. 2d 901 (1959), all this tangible 2d 179 Since (1957).* 130 A. 167, re she owned Julia legally Ratony, of her share nothing ceived the release intestate I not would which was hers originally. Accordingly, nothing hold that a wife receives besides that when which had and not her hus already only she releases but also support obligations band his foregoes in share mani estate, is festly unreasonable. the “full fair disclosure” it

Returning test, position is that even if there had been my a full and fair disclosure (a dubious assumption my opinion), there is no consideration this agreement. Besides the this Commonwealth cited precedents Justice dissenting the over- opinion, Roberts whelming weight authority recognizes that a post- nuptial separation like agreement, any other con- valid tract, supported must consideration. 41 Am. Jur. Husband 26A Wife, (1968); C.J.S. Des- §262 cent and Distribution, (1956). Although the ma- §58b jority legal *13 for a consideration does not furnish existing

already for an it does as settlement postnuptial 2d Husband 41 Am. Jur. agreement.” antenuptial necessary it becomes Wife, Accordingly, §263 consideration. to search for Alexander elusive Ratony’s I that Julia Insofar as have demonstrated already received no con tangible only arguable benefits, cor sideration Alexander was his supplied Ratony in release his intestate share Julia’s responding so the mu estate; sole is whether framed, question in tual release each of his or her interest spouse the estate the other the valid considera constitutes tion postnuptial a necessary separation research a conflict of agreement. authority discloses My on v. 37 Ind. point. Unger Compare, Mellinger, 77 N.E. 814 with Edwards Ed App. v. (1906), 267 Ill. 107 N.E. 847 wards, (1915). See, also, Smith’s Adm’r v. 68 S.W. 2d Price, Ky. 806, Hall v. (1934); Mo. 85 S.W. Greenwell, App. 1093, 2d 150 the familiar (1935). Employing that a principle spouse’s release or her his intestate share supplies for the consideration a transaction with the other the Illinois Court in Supreme Edwards held spouse, that the widow who her released dower in interest spouse’s exchange relinquishment his interest in her was barred from sharing his estate. on the Relying principle intestate share is not interest when the present contract entered, of Indiana Court came to a Appellate contrary conclu it held sion in a widower Unger received no consider from his wife for his ation release and hence could his intestate share. claim Analyzing these two ration persuaded I am by the Indiana ales, Court. In the the surviving where is the spouse situation one who re or her intestate share linquished exchange for I would on rely certain the rule property, that such is a valid consideration. release where However, or her relinquished is the one who deceased spouse the de property, certain exchange intestate share since anything has never furnished ceased spouse mate of his or her intestate the estate share spouse’s Accord the decedent. death of prior was divested by in the release deceased mutual situation, ingly, any never surrendered whoever it has may be, spouse, thing.

For I these reasons dissent. *14 by

Dissenting Opinion Mr. Justice Roberts: In I am compelled dissent three reasons. I am unable first view place, accept majority’s that Julia and Alexander Ratony mutually intended document on December to be a signed 11, 1941, and a of Mrs. Ratony’s waiver release interest statutory I her husband’s estate. think the Secondly, agreement should be held void and unenforceable for reasons of policy. public Finally, agreement is invalid for want consideration.

The majority opinion ignores some the most fundamental principles our underlying domestic rela tions law. it Primarily, ignores the distinction between settlements marriage (postnuptial antenuptial agreements) concerning disposition of the spouses’ respective interests the estate other, sep aration agreements concerning spouses to and the of a live apart wife to support, mainte and the nance, property presently owned jointly between by them as tenants the entireties. This distinction is crucial in many circumstances. For example, a separa tion may agreement abrogated a reconciliation, whereas a postnuptial property settlement will not be annulled merely by reconciliation, it is the intention parties and surrounding facts which deter type mine what of agreement has been created in each See Zlotziver v. case. 355 Zlotziver, Pa. 49 299, A. 2d

471 v. DiVale ex rel. DiValerio Commonwealth (1946); 779 A. 2d 687 (1951); 82 Pa. Ct. 477, rio, Superior v. Makowski, rel. Makowski ex Commonwealth see (1948); generally, A. 2d 71 Ct. Superior 103; Note, and Wife, §§24, Husband P.L.E., Dick. L. (1935). Rev. separation I that the document was Ratony believe settlement. marriage rather than a no I think Mrs. Ra- it do not matter what case, was, in Alex intended interest tony statutory to waive her ander We have a tradition Ratony’s closely estate. and the nuptial scrutinizing agreements surrounding circumstances. Ann Mary Slagle’s Appeal, E.g., Pa. 144 Atl. 426 The Ratony agreement nowhere makes reference to acquired after property, nor does it express its refer to terms a wife’s right of election to take her will or husband’s intestate rights. states that merely sum of three hundred and ten dollars “. . . a full and complete settlement of all property rights between the parties” and that from then on “. . . neither party shall have any property interests owned *15 the other.” Contrary the majority’s rhetorical ques tion, is far from language clear. Compare the language agreement at in issue Hillegass Estate, 481 Pa. 244 A. 2d 144, 672 (1968).1

There is no in evidence the record that Mrs. Ratony even knew of the existence her intestate rights or her right take her against husband’s will. It is well established that where a husband and wife separate be- 1 Hillegass Estate, portion In the relevant of read as foUows: '“Whereas it is the intention of the intended wife to waive, relinquish and bar all her inchoate intestate and other interests, or either as wife or widow Party, of the First any property acquired and to now owned or hereafter the First Party, including right of election to take the Will of Party.’” 147, (emphasis Id. at 244 the First A. 2d at 674 omitted).

472 is the wife together,

cause cannot live happily they on his to her his estate entitled interest statutory of those death absent a clear waiver expression Atl. 699 109 Lawton’s 266 Pa. rights. Estate, 558, the sur- as long This holds true (1920). principle to the estate, not forfeited her viving spouse has mali- if willfully as. she she would example, to his prior deserted her for one year husband ciously P.S. death. Act 20 §6, Intestate P. L. 80, 1947, §1.6. (1962); Watt A. 2d 781 See 409 Pa. 185 Estate, 44, Hudak No 118 2d 383 Pa. A. 577 Estate, 278, forfeiture in the case. present occurred

Confronted with at best an ambiguous agreement, should we the traditional of con guided by rules attempt struction this area. do not Courts generally a read broad waiver unclear rights into intestacy documents. Estate Dick, 102 Pa. Ct. Superior 589, 157 (1931) Atl. 349 it was stated: “Without the agree governed law ment, relations of husband and and within well wife, understood limits, possible disposition devolution of the of either. property By their they agreement, prescribed themselves certain changes the law their governing marital status dif ferent what prescribed. law But there no on the death of that, the devolution either, prescribed intestate law shall not So take place. radical change in the legal rights of must be stated or at expressly, least appear by inevitable implication: Talbot v. Calvert, 24 Pa. Rice v. 327; Rice, W.N.C. 672; Scott’s Estate (2), A. 214; 102, Kaiser’s Estate, 199 Pa. 269, 49 A. Am. St. 785; Rep. Mark’s Pa. A. 54.” Id. at Atl. at 351. (Empha sis added.)

I accept cannot the conclusion that Julia Ratony *16 here did the Dick what opinion requires to surrender in her her interest husband’s estate. There also is evi finan with unfamiliar completely dence that she was not advised and that she or legal cial agreements be con of the wife should counsel. The intelligence the provi the reasonableness sidered evaluating See for her in a agreement. sion postnuptial Kaufmann Warn (1961); 2d 404 Pa. 171 A. Estate, 48, 131, 137, er’s 57 Atl. (1904). 207 Pa. Estate, 580, this

Aside from the of mutual question intention, unforceable for public should be reasons While a remains a husband policy. couple married, owes a support even where duty wife, David separation consensual. Commonwealth ex rel. v. 549, 178 Pa. 115 A. 2d 892 Ct. Davidoff, Superior off v. (1955); Scott 95 Pa. Ct. 273 Superior (1929). Scott, If the into had come court at the time Ratonys they signed the not present their agreement, only property but also Mr. Ratony’s earning power would have future been considered in order for fixing Mrs. Ra- See tony. v. 396 Pa. Lindenfelser, Lindenfelser A. 2d 901 Commonwealth ex (1959) ; rel. Simmler v. 134 Pa. Simmler, Ct. 4 A. 2d Superior One of the most fundamental rules this area of our domestic relations law is that deeds and postnup- tial agreements for the actual and separa- immediate tion of husband and wife are when valid based on a good consideration and are reasonable in their terms. See re Singer’s Atl. 898 (1911). The majority makes much of the fact that chancellor found that was all $620 pos- Ratonys sessed at the time of the agreement. To view such a finding as dispositive the reasonableness and valid- ity is to resist an examination of attendant circumstances. No matter how minimal joint the Ratonys owned at the time of Mr. had separation, Ratony future earning power. I cannot accept the proposition that was a $310 reason- able for Mrs. provision Ratony’s maintenance and sup- *17 taking marriage, of their the remainder

port during income property, into consideration her husband’s or station condition and the earning capacity, family’s Zehring, ex rel. v. Zehring in life. Commonwealth See (1958). 142 A. 2d 397 Superior Ct. 393, joined not to date While Commonwealth has lump will not enforce jurisdictions with those which of future we sum settlement and waivers support,2 es should at the least scrutinize such carefully waivers, public where the is unclear. Sound pecially agreement in view policy my favors an determin uncompromising preserve ation to incidents of the important marriage the con relationship during its continuance whatever trary sentiments un parties themselves may be, less there is a explicit clear and waiver the wife of her maintenance and and a rights, showing an ability to support herself.

Finally, for unenforceable want of consideration. Almost a century ago it was established that a court of would equity not enforce a postnuptial if the wife has received no benefit under it, and a wife’s rights under the intestate laws would be preserved for her. Campbell and Others’ Appeal, 80 Pa. 298, (1876) (report of the Chief master, Justice adopted by the Court). Thompson, This principle was applied in a more modern con in text Levine Estate, 383 Pa. A. 354, 118 2d 741 (1955). husband and There, wife executed a postnuptial agree ment that one-half of a certain checking account would belong the wife exchange her release of all his estate. After the husband died, she elected to take the will on the theory that here had been 2 See, e.g., Duncan, 149, Estate 87 Colo. (1930) ; 285 P. 757 App. Trecker’s 107 Ill. 2d (1969); N.E. 2d 56 Kovler Vagenheim, v. 333 Mass. (1955) ; N.E. 2d 557 Leeds v. Leeds, (1955) ; 308 N.Y. 127 N.E. 2d 845 generally, see Lindey. Separation Agreements Ante-Nuptial Contracts, 15-75 she had been entitled a want consideration because one-half of the account checking regardless from her own property. for it was income agreement, fol- Our noted the Court, upholding claim, “. . One-half of the bank al- lowing: . account, it could not therefore be con- ready hers; regarded as fact sideration under the passing agreement. account stood on the books the bank the name plus Morris Levine direction to the execu- alone,

tors to one-half of the fund to Mrs. would pay Levine, not constitute to refrain consideration her promise *18 part estate. claiming any Acknowledge- his ment of what to another clearly belongs by law cannot be advanced as consideration. equity ... It is true that the of 1949 also under was seal, but as to that there was a failure of consid- eration Mr. for, Levine what indicated, specified it to upon was he intended confer in wife exchange for her all claims to abandoning part of his estate. her what But he could not he give promised, for that it not cogent reason his to It give. was im- him to to possible pass what was already for wife hers.” Id. at 118 A. 2d 358-59, at 743. (Emphasis added.)

In the instant case, Julia and Alexander Ratony owned and sold the in Coatesville as tenants Appellant by entireties. was entitled to one-half of a as matter of law. I proceeds fail to com- Hence, prehend “agreeing” how to waive her rights in his for one-half of estate those proceeds can be viewed as being supported any meaningful consideration. urges that majority promises “mutual”

Mr. and Mrs. to waive Ratony any interest they each in have the other’s estate might serves as sufficient con I this agreement. sideration have already indicated accept I not the proposition that do the Ratonys promises. such mutually exchanged Nor do I believe sus to legally is alone sufficient an exchange that such Camp agreement. antenuptial an postnuptial tain “ ‘Equity it was stated: supra, Others’ Appeal, bell and con equitable unless in this particular, follows the law rule. modify to cause given appear siderations altogether settlement For where a postnuptial instance, the gift has been executed fair and equitable, settlements, post-nuptial to her passed (for wife has husband and mere between gifts are strictly speaking, case Rel. she might wife: Schoul. Dom. 276), other perform it; words, equity required re her to her rights chancellor would refuse to restore linquished in the after the death the hus settlement, band. It will the nature depend upon much, therefore, and value of the interest has been with parted which as a wife consideration what she has received whether or way not she to be settlement, ought entitled to Cord relief; on Married et sec. Women, seq. The as also the authorities, reason the thing, seem to teach that . . . the . . never . bound aby wife mere consideration.” promissory Id. at 306. (Emphasis added.)

The majority’s proposition that Mrs. Eatony’s ac- quisition as “her things absolute (she liberty” was still married), “a a separate existence *19 for her life without any interference from her husband, and (b) without any marital duties, as the duty cook or keep house” serves sufficient legal considera- tion for this ambiguous agreement is certainly novel and without precedent. decisional I, am one, unable it. accept

I dissent. notes principles ante- governing nuptial postnuptial agreements may dif- sometimes fer due to the consideration supporting agreement, equation of these general two types contracts rule overlooks that, marriage, since “[t]he it * Ratony Since Alexander was alive when the furniture was divided, no occasion to invoke there is the common presumption law owned the husband furniture contained in the marital King Estate, of his death: home at time 2dA. Matheny Estate, (1956) ; Superior Pa. Ct. 63 A. 2d 477 Despite approval King (1949). question Court’s I validity continuing presumption. See, of this Fine, Fine v. A. 2d 436 Pa.

Case Details

Case Name: Ratony Estate
Court Name: Supreme Court of Pennsylvania
Date Published: Jun 1, 1971
Citation: 277 A.2d 791
Docket Number: Appeal, 28
Court Abbreviation: Pa.
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