Estate of Williams v. Williams

516 A.2d 359, 357 Pa. Super. 476, 1986 Pa. Super. LEXIS 12414
CourtSuperior Court of Pennsylvania
DecidedOctober 1, 1986
DocketNo. 1810
StatusPublished
Cited by4 cases

This text of 516 A.2d 359 (Estate of Williams v. Williams) is published on Counsel Stack Legal Research, covering Superior 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 Williams v. Williams, 516 A.2d 359, 357 Pa. Super. 476, 1986 Pa. Super. LEXIS 12414 (Pa. Ct. App. 1986).

Opinion

BECK, Judge:

The central issue on appeal is whether a devise of real property which is not in conformance with the applicable zoning ordinance is void. We find it is not void.

Gilbert Williams died testate on August 8, 1979. He made a holographic will by completing blank spaces in his own hand on a printed form. He disposed of his estate as follows:

To Barbara Williams, my house + farm and all accessories 31 acres
To Paul Williams 1 acre to Park Trailor also 1-22 single shot rifle
To Ivan Williams 1 acre to Park Trailor also 1 Pickup Truck GMC 1973
To Dorothy Miller 1- 1978 [illegible] 4 door sedan
To Ivan Williams ) Divide any
Paul Williams ) Money that I
Dorothy Miller ) Have
Barbara Williams or Lorgan ) Equally

The will appointed his daughter Barbara as executor. Barbara, as executor, conveyed the real property from Gilbert’s estate into her own name individually, excepting two one-acre life estates in the names of her brothers, to be located on the farm at her discretion at some future time. [479]*479Barbara also distributed the remainder of the estate by transferring $1,838.18 to each of the named legatees.

In his holographic will, Gilbert attempted to devise one-acre tracts of land to each of his sons Ivan Williams and Paul Williams. The zoning ordinance in effect at the time of distribution of the estate required minimum lot size in excess of one acre.

In order to procure a judicial resolution of the devise of the real property, Barbara, as executor of the estate, instituted a Complaint for Distribution in Kind. 20 Pa,C.S.A. § 3534. In her complaint, Barbara alleged that the devises to her brothers failed on either one of two theories: the will lacked specificity as to the description of each brother’s one-acre tract or, alternatively, the conveyance was illegal because it violated the Damascus Township Zoning Ordinance which required lot sizes to be a minimum of approximately 1.4 acres.

Thereafter, in October, 1984, Ivan and Paul filed a Complaint in Equity seeking to invalidate Barbara’s deed and requesting that title be reconveyed to the estate.1 The actions were consolidated, and the trial court disposed of the matter in its order of April 22, 1985, which is on appeal.

In its February 5, 1985 Adjudication and Decree Nisi, the Orphan’s Court division of the Court of Common Pleas of Wayne County awarded the sons a two-acre tract as co-tenants in fee simple instead of one-acre tracts each as Gilbert directed in his will. In response to exceptions, the court reconsidered, and in its order dated April 22, 1985, it voided the devise to Paul and Ivan. The court stated, “[t]he Court further finds that the intent of Gilbert Williams, to give each son one (1) acre to park trailer cannot be carried out, because the applicable subdivision ordinance requires a minimum lot size of sixty thousand (60) square feet.”

In interpreting a will, a court places great emphasis on the testator’s intent. In re Janney’s Estate, 498 Pa. [480]*480398, 446 A.2d 1265 (1982); Matter of Estate of Coniglio, 324 Pa.Super. 527, 472 A.2d 205 (1984). However, the testator’s intent must appear with reasonable certainty, such that little doubt exists as to the testator’s intent. Estate of Dulles, 494 Pa. 180, 431 A.2d 208, 17 ALR 4th 1279 (1981); In re Hamilton’s Estate, 454 Pa. 495, 312 A.2d 373 (1973).

If the intent is not clear, certain presumptions are applied to the construction of the will. First among these presumptions is that a testator intends to dispose of his entire estate and not to die intestate as to any part of it. Hill’s Estate, 432 Pa. 269, 247 A.2d 606 (1968). A will must be read to give effect to every portion of it, so as not to render any provision nugatory and futile. Farrington Will, 422 Pa. 164, 220 A.2d 790 (1966); Funk Estate, 353 Pa. 321, 45 A.2d 67 (1946). Also, an “heir or statutory distributee will not be disinherited except by express words or necessary intendment.” Knox’s Estate, 328 Pa. 188, 195 A.2d 34 (1963).

With these principles in mind, the trial court first examined whether Gilbert intended to leave his sons life estates, as Barbara contends, or intended to leave them one-acre tracts in fee, as the devisees contend. The court noted that devises are presumed to convey the entire estate unless there are specific indications to the contrary. See 20 Pa.C.S.A. § 2514(3).

The court found in its February 5, 1985 Adjudication and Decree Nisi, and we agree, that Gilbert intended to devise to be in fee simple. The will contains no indication that Gilbert intended to devise less than a fee simple estate. It did not contain a devise over to another following his sons’ deaths; nor did it contain any words of limitation such as ‘for his life’ or ‘for as long as he lives.’ See Dilworth v. Gusky, 131 Pa. 343, 18 A. 899 (1890); accord Kautz v. Kautz, 365 Pa. 450, 76 A.2d 398 (1950): Lipman’s Estate, 336 Pa. 570, 10 A.2d 385 (1940); Bennett v. Sutphen, 266 Pa. 168, 109 A. 669 (1920). Therefore, the court properly [481]*481reasoned that the two specific devises of one-acre tracts to Ivan and Paul Williams were estates in fee simple absolute.

The court, in the April 22, 1985 final order, determined that although Gilbert intended his sons to receive one-acre estates in fee simple, such devises failed for illegality inasmuch as they violated the zoning ordinance in effect at the time of distribution.

We do not agree that the devises failed because they violated the zoning ordinances. Zoning ordinances regulate the use of property and do not control the holding of land. Thus a developer, for example, may hold large tracts of land that are not subdivided in accordance with the zoning ordinance. In the same way, an individual may hold tracts of land that are smaller than allowable under the zoning ordinance. Enforcement of the zoning ordinance is triggered at the point where the individual or the developer intends to use or make improvements on the land.

Zoning pertains to a permissible use of land, not to an individual’s right to hold land.

Zoning regulations ‘concern the physical use to which the land is put.’ Zoning laws, enactments under the police power, are not concerned with method of ownership of property. Zoning ordinances regulate usage; if a use is permitted, a municipality may not regulate the manner of ownership of the legal estate____

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Bluebook (online)
516 A.2d 359, 357 Pa. Super. 476, 1986 Pa. Super. LEXIS 12414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-williams-v-williams-pasuperct-1986.