Legal Opinion

Patterson Estate

Pennsylvania Orphans' Court, Philadelphia County

Decided November 12, 1948No. 2596 of 1947Published

1Opinion of the CourtHunter, J.

— The application of the doctrine of equitable election to the facts of this case is unique.

It is commonly applied between beneficiaries who claim under the same instrument. Where a testator gives a legacy to A, and by the same will gives A’s property to B, B may put A to an election. A may not claim the legacy and also retain his property: Stump v. Findlay, 2 Rawle 168; Cooley v. Houston, 229 Pa. 495; 1 Jarman on Wills (7th Ed.) 510.

In the instant case the doctrine is invoked by a stranger to the will, a trustee under a deed of trust made by testator in his lifetime. The trustee permitted…

2Cases cited10 opinions

  1. Stump v. FindlaySupreme Court of Pennsylvania · 1828
  2. Cooley v. HoustonSupreme Court of Pennsylvania · 1911
  3. Dembinski's EstateSupreme Court of Pennsylvania · 1934
  4. Thompson v. FitzgeraldSupreme Court of Pennsylvania · 1941
  5. Donnan's Trust EstateSupreme Court of Pennsylvania · 1940

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