Anderson's Estate

89 A. 306, 243 Pa. 34, 1914 Pa. LEXIS 572
Supreme Court of Pennsylvania·Decided January 5, 1914·No. Appeal, No. 24·Published·Cited by 18 cases

Opinion

Opinion by

Mr. Justice Mestrezat,

William Anderson died at his home in Latrobe, Pennsylvania, on March 30, 1902, leaving a last will and testament, dated November 16, 1894, which was duly proved June 3,1902. By his will, after bequeathing two small pecuniary legacies, he directed that his property be converted into cash, that the money given or loaned to any child or children, including grandchildren, should be added to the money realized from the sale of the property, and that the sum total be divided into six equal shares which he gave to his sons, John B., William C., and George B-, the children of a deceased son, Hamilton B., and his daughters, Anna and Hattie. He directed that the shares of John, William, George, Anna and Hattie “shall be their own absolutely”; and that the [37] remaining share should be invested for the use of the children of his deceased son Hamilton.

By Codicil No. 1, dated September 15, 1896, being nineteen days before his son George’s death, he directed that “George’s share as above created shall be divided as follows: one-fourth part to Anna, one-fourth to Hattie, and one-half to William. This is George’s wish.” George died October 4, 1896, intestate, unmarried and without issue. Anna died intestate, unmarried and without issue on March 26, 1902, four days prior to the death of her father.

On November 16, 1900, the testator added a fourth codicil to his will, the third clause of which provides as follows: “As respects George’s share, as stated in Codicil No. 1, it shall be divided between Anna, Hattie and William. The share of any deceased one shall go to the others or other. After the death of all three, or earlier if they prefer, or if the last survivor prefers, the fund shall be used to carry into effect the agreement existing between the three to endow, as soon as practicable or convenient, a room in an approved hospital as a means of preserving the memory of their lamented brother George.” This codicil was not attested by subscribing witnesses. There were five codicils to the will, only the two above mentioned having any bearing on the questions at issue in this case. . John B. Anderson died December 21, 1909, and William C. Anderson, November 25,1910.

William Anderson appointed William C. Anderson his executor to whom letters were duly issued. The executor died without having filed an account, which was filed for him by his executrix, Lizzie Pershing Anderson, his wife, on August 7, 1911. The account, after certain voluntary surcharges had been made, showed a balance for distribution of $90,995.42.

The only part of William Anderson’s estate in controversy here is what is known as George’s share. Lizzie Pershing Anderson, the widow of William C. Anderson [38] contends that the fourth codicil is an absolute nullity and therefore powerless to revoke or modify any other part of the will.

The learned judge of the Orphans’ Court filed an ex? haustive opinion in which he dealt at length with the contentions of the several claimants to the fund for dis: tribution. He held that the testator by his will, had divided the residue of his estate into six equal shares, and that George’s share was one-sixth thereof; that by the first-codicil George’s share was given to Anna, Hattie and William; that by the fourth codicil the absolute estate or interest in the share given to Anna, Hattie and William in the first codicil was cut down and limited to a life estate; that at the death of the survivor of the three he gave the share to endow a room in an approved hospital which was for a charitable use; and that the charity failed because the fourth codicil had not been executed in the presence of attesting witnesses as required by the Act of April 26, 1855, P. L. 328. Lizzie Pershing Anderson, executrix of William O. Anderson, deceased, who was executor of William Anderson, deceased, took this appeal from the decree of distribution in so far as the decree related to George’s share of the estate.

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Anderson's Estate, 89 A. 306, 243 Pa. 34, 1914 Pa. LEXIS 572 (Pa. 1914).

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