Finney's Appeal

4 A. 60, 113 Pa. 11, 17 W.N.C. 494, 1886 Pa. LEXIS 326
CourtSupreme Court of Pennsylvania
DecidedMay 17, 1886
StatusPublished
Cited by15 cases

This text of 4 A. 60 (Finney's Appeal) 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
Finney's Appeal, 4 A. 60, 113 Pa. 11, 17 W.N.C. 494, 1886 Pa. LEXIS 326 (Pa. 1886).

Opinion

Mr. Justice Clabk

delivered the of the court,

The first question raised on this record is whether or not the executor of the last will and testament of Elizabeth Housel, deceased, is entitled to receive in this distribution the full sum of $300, on her claim for exemption as the widow of John M. Housel, deceased, or $109.24 only, the amount of money on hand at the time the claim of exemption was made.

[16]*16The Act of 14th April, 1851, provides that “the widow or children of any decedent dying within this Commonwealth, may retain either real or personal property, belonging to said estate, to the value of three hundred dollars, and the same shall not be sold but suffered to remain for the use'of the widow and family; and it shall be the duty of the executor or administrator of such decedent to have the property appraised, &e.”

In Larrison’s Appeal, 12 Casey, 130, it was held that “ property ” within the meaning of this Act embraced money, bonds and other evidences of indebtedness, and that when such property was chosen to be retained, there was no necessity for an appraisement of it. The Act of 8th April, 1859, was, in this respect, declaratory merely of the law as it had previously existed. The widow or children of a decedent may therefore elect to retain three hundred dollars, “ or any part thereof, out of any bank notes, money, stocks, judgments, or other indebtedness” belonging to the decedent’s estate. But when the widow in her claim of exemption has, in her lifetime, specified the particular property which she elected to retain, her legal representatives, in the distribution of the estate, must, we think, be restricted to the designation which she thus made.

John M. Hotisel, the testator, whose estate is now for distribution, died 16th March, 1884. His estate consisted of $109.24 casli, some bonds, mortgages, promissory notes, &c., a small amount of household goods, &c. A few days after the letters were issued Elizabeth Housel notified the executor, in writing, that she claimed three hundred dollars out of the estate of her deceased husband, allowed by law to her as his widow, and stated specifically that she desired that sum to be paid to her “ in cash.” No appraisement was made or taken by the executor, under her claim, indeed it may be conceded, none was necessary. On the 28th May following the widow also died, and the claim is presented by the executor of her last will and testament.

Her claim was for “cash;” $109.24, was all the cash then belonging to the estate, and to this extent onlj", her legal representatives are now entitled, under that claim in this distribution. If her demand had been made after the bonds, notes, or other securities had been realized on, a different question would be presented, but she died before they had been converted to money. She might have claimed her exemption, partly in money and partly in any of the securities, or wholly in the latter; but she did not, and we think the learned court was right in restricting the claim to the cash on hand when the claim was made.

[17]*17The second question is supposed to arise upon the construction of the last will and testament of John M. Housel, deceased. Elizabeth, his wife, at the time of her marriage, was the ov. tier of a certain house and lot of ground in Milton. It was encumbered by mortgage to the amount of $2,400; a second mortgage was afterwards executed upon the same property in the sum of $1,000, and both were subsequently purchased by and assigned to her husband, who was in the possession of the property at the time of his decease.

In the last will and testament of John M. Housel, deceased, it is, inter alia, provided as follows: “Item. I give and bequeath to my beloved wife, Elizabeth Housel, all my household furniture or goods during the term of her natural life and direct that no security be required from her for the same; and I also give and bequeath unto my said wife, Elizabeth Housel, (after my just debts and funeral expenses shall have been paid and fully settled by my executor), the one third of my personal estate to her own use and benefit absolutely; the household furniture, however, shall not be included in the appraisement of my personal estate before distribution as aforesaid.”

“ Item. As I hold judgments against my said wife, Elizabeth Housel, which are entered up in the Court of Common Pleas of Northumberland County against the property which I now occupy, it is my will and I so direct that no part of said judgments shall be collected by my executor or heirs from my said wife, Elizabeth Housel, during the term of her natural life, but the same shall be kept revived as a lien against her property aforesaid until after her decease, and after her death the proceeds thereof shall be divided equally among my surviving children and the children of such as are deceased; the said children of such of my children as are deceased to take the share of their respective parent.

It is conceded, that the testator was mistaken as to the nature of the securities he held upon his wife’s property, and that the “judgments ” referred to in the will were in fact the mortgages mentioned. The question is, whether or not, upon a fair construction of the will, the bequest to the widow of the one third of the personal estate to her own use and benefit, in the clause first quoted, was intended to embrace one third of the “judgments,” referred to in the second.

The widow’s claim here is based upon the assumption of a surrender of her right under the intestate law, and her acceptance of the will; she stands upon an equity which is superior even to that of a child; she is not to be treated as a mere volunteer, but as a purchaser, and is therefore entitled to a fair and reasonable construction of the will in her interest: Reed v. Reed, 9 Watts, 263.

[18]*18The provision for the widow, would appear to have been the subject of his chief solicitude. He gave to her the household furniture &c., during her lifetime, one third of his personal estate after payment of debts, etc., absolutely, and provided that her indebtedness to him should not be collected whilst she lived. The bequest of one third of his. personal estate is in the most distinct and unequivocal language, and in order apparently, that there might be no occasion for mistaking his intention, in this respect, he directs, that the household furniture, is not to be included in the distribution, in which the amount of that one third is to be ascertained. The gold watch, which he bequeathed to his son James, was not to be taken into the appraisement, and it is quite probable, that the testator intended that it should in like manner be excluded. Let that be as it may, it is certain, that the will does not indicate any intention of the testator, that any other portion of his personal propertj, excepting what he thus particularly specified, was to be excluded from the computation of the widow’s third.

. It is true that in the second item he refers to the judgments, (mortgages) he holds against his wife, and directs that no part of these judgments shall be collected from her during her life, but that the same shall by revival be maintained as liens, etc., and that after his decease, the proceeds shall be divided as he directs; but this, as we understand it, does not involve any inconsistency with the clause first quoted.

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Bluebook (online)
4 A. 60, 113 Pa. 11, 17 W.N.C. 494, 1886 Pa. LEXIS 326, Counsel Stack Legal Research, https://law.counselstack.com/opinion/finneys-appeal-pa-1886.