Bickley's Estate

113 A. 68, 270 Pa. 101, 1921 Pa. LEXIS 332
Supreme Court of Pennsylvania·Decided March 28, 1921·No. Appeal, No. 50·Published·Cited by 10 cases

Opinion

Opinion by Mr.

Justice Simpson,

Lawrence Wharton Bickley died May 18,1917, having, while seriously ill, made his last will and testament, dated April 25, 1917, wherein he specified that- the sum of $50,000 and his residuary estate, should be held by his executors in trust to invest the same and to pay the net income thereof to the Academy of the Protestant Episcopal Church of the city of Philadelphia, for the purpose of founding certain scholarships therein, with a proviso that if the academy could not or would not accept the gifts, or thereafter was dissolved, the bequests should go to certain other specified charitable or religious uses. On the same day he executed also the following codicil, which he stipulated should be destroyed if . he lived longer than thirty days: “Should I die within thirty days after the date of said will, then and in that event, as to any provisions thereof which would fail to take effect by reason of such decease, I give, devise and bequeath that portion of my estate to Philip Mercer Rhine-lander of Philadelphia.” Mr. Rhinelander then was and still is the bishop of the Protestant Episcopal Church in the State of Pennsylvania.

Testator died within a calendar month after the making of his will, and on the audit of the account Arthur Wharton Bickley, appellant here and one of testator’s [103] next of kin, objected that tbe charitable gifts made by the will were void, under section 11 of the Act of April 26, 1855, P. L. 328, because testator died within a calendar month after its execution; and that the codicil was also void because it was an attempt to evade the law and give to the academy indirectly that which the testator could not give directly.

Testimony was taken, resulting in findings of fact as follows: “The bishop did not know the decedent, Lawrence Wharton Bickley, and had never had any communication with him whatever. Since Mr. Bickley died, the bishop has become acquainted with the fact that by a codicil to the will the entire residuary estate is left to him, the bishop. He recognizes no legal obligation to dispose of it in any way, save and except in his discretion. He is glad, however, because of what he considers a moral obligation, to carry out the intention of the testator so far as it seems wise and right so to do. Because of this recognition of the moral obligation, the bishop has executed a deed of trust......which, in effect, carries out the purposes and intention of the testator with reference to the Protestant Episcopal Academy. In no way did the bishop ever suggest that representation should be made to Mr. Bickley with reference to this alternative bequest, nor did he authorize anybody so to do.”

Upon the facts thus found, the auditing judge awarded the fund in dispute to Bishop Rhinelander; appellant excepted thereto; the exceptions were dismissed and the adjudication confirmed absolutely, and this appeal followed.

The evidence in the case fully justified the facts as found; and the conclusion reached inevitably resulted, if nearly all the decisions elsewhere under similar statutes, and our own prior rulings, are to be sustained: Schultz’s App., 80 Pa. 396; Hodnett’s Est., 154 Pa. 485; Flood v. Ryan, 220 Pa. 450; Stirk’s Est., 232 Pa. 98. It is true that in the latter case the alternative gift, [104] made by tbe codicil, was declared void, but tbe substantial basis of the opinion, despite certain general expressions therein, was that, as the draughtsman of the will who was also an officer of the alternative distributee, and then knew that testator’s “purpose [was] to secure to the charities designated in the will the bequests therein given them in any and every event, and that nothing more was intended than that the trust company should be a medium of transmission,” his silence was, under all the authorities, equivalent to an agreement to carry out this purpose, and raised a trust in favor of the charities, which the statute thereupon declared void because of testator’s death within a calendar month.

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Bickley's Estate, 113 A. 68, 270 Pa. 101, 1921 Pa. LEXIS 332 (Pa. 1921).

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