Estate of Boies

35 A. 724, 177 Pa. 190, 1896 Pa. LEXIS 963
CourtSupreme Court of Pennsylvania
DecidedOctober 5, 1896
DocketAppeal, No. 217
StatusPublished
Cited by14 cases

This text of 35 A. 724 (Estate of Boies) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Boies, 35 A. 724, 177 Pa. 190, 1896 Pa. LEXIS 963 (Pa. 1896).

Opinion

Opinion by

Mr. Chief Justice Sterrett,

This case hinges on the proper construction of the residu[193]*193ary clause of Joseph M. Boies’ mil, which is in the following words:

“Sixth. — All the rest, residue and remainder of both my real and personal estate, I give, devise and bequeath to my son Henry M. Boies, to my daughter Mari L. Brainard, wife of Thomas C. Brainard, to my daughter Ella B. Mills, wife of Luther Laflin Mills, and my son Matthew L. Boies, to be equally divided between them, on the following conditions: The shares going to my son Henry M. Boies and my daughters Mari and Ella. B. shall be held each of them in trust for their children, and the share going to my son Matthew L. Boies shall be held in trust by my son Henry M. Boies. My son Henry M. Boies shall pay to my son Matthew L. Boies the income from his share in quarterly payments each and every year during his natural life, and my son Henry M. Boies may in his discretion, in case my said son Matthew L. Boies shall reform and abstain from the use of all intoxicating drinks for two years, pay to him, my said son Matthew L., from three thousand to five thousand dollars to enable him to engage in business.”

At the date of his will — November 15, 1880 — the testator owned the mansion house, but in 1888 he sold it. On March 17, 1891, he made the following codicil to his will, declaring therein that it was sealed in the city of Chicago, Illinois:

“ I desire to have it known and understood by all interested in my last will and testament, and I so will, that it is my intention that my children surviving me, to whom I have left property in trust for their children, shall have the free use and benefit during their lives of the income of such trust, without the necessity of accounting to their children for such income, and that they shall have power to sell and reinvest the principal at their discretion, in such manner as shall, in their judgment, best preserve the principal sum for their heirs. Nothing herein, however, is to effect the original provisions of my will concerning my youngest son, Matthew.”

None of the remaining provisions of the will appears to afford any assistance in construing the residuary clause above quoted.

On April 22, 1891, the testator died at the home of his daughter Mrs. Mills in Chicago; and, on January 17,1894, his son Matthew died at Middletown, New York, unmarried and [194]*194leaving no issue. By his last will, executed at Chicago, November 27, 1891, he made a specific bequest to the appellant Luther Laflin Mills in trust for Matthew Mills, son of said trustee, and left the residue of his estate to his sisters, Mrs. Mills and Mrs. Brainard. This will was duly probated, and, as executor and trustee therein named, appellant claims the corpus bequeathed to Matthew L. Boies in trust, etc., by the will of his father Joseph M. Boies.

The first specification of error involves the construction— claimed by appellant — of the residuary clause above quoted. The second and fourth specifications — depending on the construction thus claimed — present the question of distribution under the will of Matthew L. Boies. The third specification may be dismissed with the remark that there appears to be no error in the finding of fact therein recited.

There is no question as to the amount of the estate involved; nor, is. it doubted that, if the corpus of Matthew’s share did not pass to and vest in him under his father’s will, it remained undisposed of, and to that extent the testator died intestate. The validity of Matthew’s will is not denied, nor can it be doubted that, if he had any right or title, beyond an equitable life interest, ha or to the share given him by his father, the same passed to appellant by Matthew’s will. There is no dispute as to who are the legal heirs of Joseph M. Boies; so that, if he died intestate as to the corpus of Matthew’s one fourth, the distribution confirmed by the court is correct. The case, therefore, appears to resolve itself into the question whether Matthew took more than an equitable interest for fife only in the share given him by his father’s will; and that, of course, depends on the proper construction of the residuary clause above quoted.

In construing a will, regard must, of course, be had to the established rules of construction, one of which requires that all the parts thereof must be considered with refereiace to each other, or as it is sometimes expressed, the testator’s intention (the ascertainment of which is generally the purpose of 'constructioia) must be gathered from the four corners of the instrument. Another rule requires that (so far as. is consistent with the will as a whole) effect must be given to the words and, if possible, all the words of the testator used in their ordinary and natural sigiaification, etc. Other rules are that the presumption [195]*195is always against intestacy, that the law regards with favor the heir or the first taker, and that an estate will always be construed to be a fee rather than a less estate. But, as was well said by the learned judge who specially presided in this case, these rules “ are to be applied when the meaning of the words is doubtful; for no rule, except a hard and fast one adopted for some reason of policy, or a rule upon which titles have come to depend, can override the clear expression of a testator’s will. If that be also lawful, it must be carried out without regard to the fact that ‘ another testator has used the same words with a different meaning.’ ”

If that part of the residuary clause preceding the words, “ on the following conditions,” stood alone, it would, under our Wills act of 1833, constitute an absolute devise and bequest in fee and in perpetuity of the one fourth of the testator’s real and personal estate to his son Matthew expressed in apt words. Standing, as we find it, however, in immediate connection with those words and the provisions which follow, it is qualified by them, but not, as we think, to the extent claimed by the appellee and sanctioned by the court below. It is conceded by them that, in using the four words above quoted, the testator did not mean “ conditions ” in the legal sense of that word. It is very evident to us that he employed the phrase only in the sense of “on the following terms,” or “subject to the following trusts.” As to “ the shares going to ” his son Henry and his daughters Mari and Ella B., he directs that they “ shall be held by each of them in trust for their children.” What he intended by this is explained in the codicil. As to “ the share going to ” his son Matthew, he provides that it “ shall be held in trust by ” his son Henry, and that Henry shall pay to Matthew “ the income from his share in quarterly payments each and every year during ” Matthew’s natural life. As to the corpus of Matthew’s share, the only other provision that is made by the testator is that “ in case Matthew shall reform and abstain from the use of all intoxicating drinks for two years,” the trustee for Matthew’s life of the corpus shall pay Matthew “from three thousand to five thousand dollars to enable him to engage in business.” In his codicil, he is careful to say: “Nothing herein ... is to affect the original provisions of my will concerning my youngest son Matthew.”

[196]

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bonham Estate
143 A.2d 50 (Supreme Court of Pennsylvania, 1958)
Nicholson Estate
50 A.2d 283 (Supreme Court of Pennsylvania, 1946)
Haydon's Estate
6 A.2d 581 (Supreme Court of Pennsylvania, 1939)
Schuldt v. Reading Trust Co.
141 A. 152 (Supreme Court of Pennsylvania, 1928)
Kling's Estate
86 Pa. Super. 312 (Superior Court of Pennsylvania, 1925)
Semple's Estate
6 Pa. D. & C. 200 (Northampton County Orphans' Court, 1924)
Gunnell's Estate
112 A. 450 (Supreme Court of Pennsylvania, 1921)
Palm v. Palm
51 Pa. Super. 260 (Superior Court of Pennsylvania, 1912)
Lefebvre v. D'Arcy
84 A. 765 (Supreme Court of Pennsylvania, 1912)
Kelly v. Pennsylvania Railroad
75 A. 734 (Supreme Court of Pennsylvania, 1910)
Spring's Estate
66 A. 110 (Supreme Court of Pennsylvania, 1907)
Estate of Fell
6 Pa. Super. 192 (Superior Court of Pennsylvania, 1897)
Estate of Whitcomb
2 Coffey 279 (California Superior Court, San Francisco County, 1890)

Cite This Page — Counsel Stack

Bluebook (online)
35 A. 724, 177 Pa. 190, 1896 Pa. LEXIS 963, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-boies-pa-1896.