Balliet's Appeal

14 Pa. 451
CourtSupreme Court of Pennsylvania
DecidedDecember 15, 1850
StatusPublished
Cited by17 cases

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Bluebook
Balliet's Appeal, 14 Pa. 451 (Pa. 1850).

Opinion

The opinion of the court was delivered by

Rogers, J.

— I am unable to agree with the Orphans’ Court that the sale of the real estate amounts to a total revocation of the will, but to a revocation pro tanto only. There are no circumstances in evidence, from which it can reasonably be inferred that the testator intended a total revocation.

The testator devised his whole real estate to his two nephews, Stephen and Paul Balliet, burthened with the payment of $30,000 to his sister, and nephews, and nieces, and their issue. He moreover bequeathed to the same persons other real estate, all his bank stock, and all the rest and remainder of his estate, effects, and property of whatsover kind, and wheresoever situated; provided, nevertheless, in case the residue of his personal estate shall exceed twenty thousand dollars, the excess or overplus shall be rateably applied to the six legacies of $5000 each, thereinbefore given to his sister, and the issue of his deceased brothers and sisters. Notwithstanding the alienation of the whole real estate in the lifetime, there is evidently something on which the will can operate, viz. the $20,000 bequeathed by the will, and the residue to which the legatees will be entitled, namely, the surplus of the personal estate, over and above the amount bequeathed to Stephen and Paul Balliet. Thus, if as in Cooper’s estate, the testator, by the sale of the property, rendered it impossible to carry out the provisions and clear intent of the will, it would amount to a revocation in toto. The case of Cooper’s Estate, 4 Barr 88, was ruled under peculiar circumstances, evincing, as the court suppose, the intent of Cooper to revoke his will, by the sale he made of the principal part of the estate. The disproportion of the real and personal estate, the situation of the testator’s family, and the manifest injustice which resulted from its giving the whole estate to two daughters, and excluding five other daughters who got nothing, mainly entered into its consideration. This case differs from that in this, that under our construction there is nothing unreasonable in the will, as one of the effects will be to give to Stephen and Paul $20,000, which it is perfectly plain the testator intended they should have out of the personal estate. Nor would we be at liberty to frustrate this intent — the inevitable effect of ruling that the sale of the real estate was a revocation in toto. Under that construction, these legatees, instead of getting twenty thousand dollars out of the personal estate, would get nothing. The appellants, who were evidently the great objects of the testator’s bounty, would be deprived of any portion of the estate, as they were the grand[459]*459nephews of the testator, and their father still living. So that if there be any hardship in the construction given the will, it is equally great in one case as in the other. And this view.of the principle of revocation is in accordance with the authorities, some of which will be cited. Thus in Howes v. Humphrey, 9 Pick. 350: The testator in his lifetime, and subsequent to the making of his will, conveyed by deed a part of the estate devised. Per curiam: “ To the extent of these conveyances, there is a revocation pro tanto, and nothing more. In order to defeat altogether a testamentary disposition, there must be a subsequent conveyance of the whole estate. If the conveyance be of a part only, it will only amount to a revocation pro tanto.” Brown’s Appeal, 15 Pick. 388, was the case of an appeal from the decree of a judge of probate disallowing a certain instrument offered for probate as a last will. .The testator, subsequently to executing his last will, had aliened all his real estate, as here, and had written on his will the following words : “ It is my intention at some future time, to alter the tenor of the above will, or rather to make another will. I desire the foregoing to be considered revoked, and of no effect.” This was not attested, as required by the statute to revoke a' will of real estate. Held by the. court, “If a testator devises both real and personal estate by a will duly attested, and by an alienation of the .real estate revokes the will pro tanto, the will then stands as a will of personalty only, and is revokable accordingly by any writing sufficient to make a will of personal estate.” In Carters. Thomas, 4 Gcreenlactf 341, the question was whether the will of Joseph Thomas was revoked, he having devised part of his real estate to his daughter, and the residue to his two sons, whom he also made residuary legatees, and afterwards having in his lifetime sold and conveyed the same to one of the sons by deed. The Supreme Court, on appeal, held: The alienation of real estate by the testator, after he has devised the same by will, is a revocation of the will, only as to the part thus alienated. The will being suffered to remain .uncancelled, evinces that his intention was unchanged with respect to the other property devised or bequeathed. See Wogan v. Small, 11 Ser. & R. 141. A man seized of two tracts of land, nearly equal -in value, and possessed of personal estate, devised one tract of land to one child, and the other to the family of the other child, and gave a pecuniary legacy .to a bastard grandchild. He after-wards sold one of the tracts and incurred debts which swept away the other, and died, leaving no more estate .than was sufficient to pay his debts and the legacy to his illegitimate grandchild. Held, .that these circumstances did not amount to an implied revocation of .his whole will. In Jones v. Hartley, 2 Whar. 103, it was held, that a conveyance in trust, for the payment of the debts of the grantor, and then to revert to him, is not such a disposition of the estate .as to revoke a previous will. The court say, “Being then a com[460]*460píete alienation of the real estate, after the date of the will, it is a revocation of the will, so far as it relates to the property thus conveyed.” See also, to the same effect, 3 Bin. 498, Coates v. Hughes, 1 Whar. 246; 2 Vern. 720; 2 P. Wms. 333, Rider v. Wager.

In Bridges v. The Dutchess of Chandos, 2 Vesey Jr. 428, the lord chancellor states it as a principle, which is not shaken in authority, that any new disposition made subsequent to the will, or in other words, any conveyance of that which had been conveyed by the will, shall defeat the will; but then it must be a conveyance of the whole estate, it must extend as far as that appointment which the will has made; for if it be but a part, it affects the will no farther than that part goes. In this case, part only of the property devised and bequeathed is disposed of; consequently those parts of the will which remain are untouched. There is no impossibility, as in Cooper’s Estate, 4 Barr, to give effect to the disposition of the will. In Marshall v. Marshall, 1 Jones 430, it is held, that when the alteration in the testator’s circumstances is sueh as to render it impossible to execute any part of his will, as in Cooper v. Cooper, it will be considered as entirely revoked. But when it can b.e partially executed, the revocation is pro tanto merely as to that part which cannot be carried into effect. The same point was ruled at Pittsburgh at the last session. For these reasons, the judgment of the Orphans’ Court, decreeing an intestacy, must be reversed.

It being then a revocation pro tanto

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Bluebook (online)
14 Pa. 451, Counsel Stack Legal Research, https://law.counselstack.com/opinion/balliets-appeal-pa-1850.