Gernert Estate

78 Pa. D. & C. 506, 1951 Pa. Dist. & Cnty. Dec. LEXIS 151
CourtPennsylvania Orphans' Court, Lehigh County
DecidedJuly 10, 1951
Docketno. 28,952
StatusPublished

This text of 78 Pa. D. & C. 506 (Gernert Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Lehigh County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gernert Estate, 78 Pa. D. & C. 506, 1951 Pa. Dist. & Cnty. Dec. LEXIS 151 (Pa. Super. Ct. 1951).

Opinion

Gearhart, P. J.,

— This dispute centers about the question of whether the bequest of $2,-000 to Oliver H. Gruver and the bequest of $10,000 to Gerald Reed are payable out of the general estate of this decedent, or whether the bequests are limited to and solely payable out of a trust fund created in decedent’s lifetime and set up as a collateral fund to guarantee payments of support to decedent’s wife. While the problem primarily is one of the construction of the will, it necessarily requires an examination of the trust agreement to which the will refers.

The following facts are pertinent: Testator and his wife, Laura B. Gernert, had no children. Upon their [507]*507separation they entered into a trust agreement on December 3, 1908. Under the terms of the trust agreement testator deposited with the Citizens Deposit and Trust Company, trustee, the predecessor of the present accountant, assets in the amount of $8,000 as security for the proper payment to his wife, Laura B. Gernert, of the yearly sum of $600. Testator kept this agreement during his lifetime. He received the income of the trust fund until his death.

Since testator’s death, which occurred on October 12, 1937, his estate continued payment of the $600 to his widow until her death, which occurred on December 31, 1950. The trust fund, now in the amount of $8,-598.88, has been paid to the accountant-executor. There is a total balance for distribution in the estate of $57,158.

In the trust agreement testator reserved the right to dispose of the trust res by last will and testament or by any other writing.

The pertinent portions of decedent’s will dated June 29,1937, are items 1, 2, 3 and 4 thereof, which read as follows:

“Item 1.1 give, devise and bequeath the sum of Two Thousand ($2,000.00) Dollars, to Oliver H. Gruver, of the City of Allentown, Lehigh County, Pennsylvania.
“Item 2.1 give, devise and bequeath the sum of Ten Thousand ($10,000.00) Dollars, to Gerald Reed, of the City of Allentown, Lehigh County, Pennsylvania.
“Item 3. The bequests contained in Items one and two of this my Will, are not to be effective, should either Oliver H. Gruver or Gerald Reed predecease me in death. If either of them shall predecease me in death, then the amount that I have bequeathed to each one of them, I give, devise and bequeath to the Allentown Hospital Association. The bequests I have made to them, [508]*508are personal bequests, and shall not extend to their heirs.
“Item 4. The bequests contained in Items one, two and three, in no event, however, shall become effective, until the trust fund, now held by the Merchants National Bank of the City of Allentown, Lehigh County, Pennsylvania, shall terminate, and be turned over to my hereinafter named executor and trustee. If, however, the said Trust Fund shall terminate during my lifetime, then said bequests hereinbefore stated, are not restricted to the Trust Fund, but shall be paid out of my general estate.”

Item 4 of the will is the source of dispute, particularly the sentence: “If, however, the said Trust Fund shall terminate during my lifetime, then said bequests hereinbefore stated, are not restricted to the Trust Fund, but shall be paid out of my general estate”.

The children of George and Alice Christians take one half of the residuary estate, less certain pecuniary bequests after the death of Emily S. Kress, which has occurred. They contend that the legacies given in items 1 and 2, aggregating $12,000, must be paid out of the trust fund received by the accountant in the amount of $8,598.88. The two named legatees contend otherwise, and insist that the full amounts of their legacies are payable out of the general fund.

It has been repeatedly held that in expounding a will, the intent of testator is the polar star (Woelpper’s Appeal, 126 Pa. 562; Scott’s Estate, 313 Pa. 155; Prime’s Petition, 335 Pa. 218), and that the intent of testator must be gathered from the meaning of the words he has used: Ludwick’s Estate, 269 Pa. 365; Loughran’s Estate, 144 Pa. Superior Court 88; O’Neill’s Estate, 266 Pa. 9. And, of course, the question is confined to the meaning of what testator has said, and does not extend to the consideration of what he might have said, but did not: Nebinger’s Estate, 185 Pa. 399. And a [509]*509will construction is never to assume the proportions of reformation: DeSilver’s Estate, 142 Pa. 74; Jacobs’ Estate, 343 Pa. 387.

It is also a rule of construction that words employed must be read in their ordinary and grammatical sense, unless some obvious absurdity or some repugnance or inconsistency with the declared intention of testator as extracted from the whole will should follow from so reading it: Riegel et al. v. Oliver et al., 352 Pa. 244, 247, and cases cited. It was said in the latter case:

“Where words used might under a given construction lead to a result which is highly improbable, the court will lean toward a construction that will carry out the natural intention of the testator”.

While primarily the intention of testator is to be gathered in the first instance from the language used in the will, this intention cannot be ascertained from such language alone: Page on Wills, lifetime ed., vol. 2, sec. 920. The surrounding circumstances, as known to testator, and with reference to which he wrote his will, must be considered in discovering testator’s intention: Yates’ Estate, 281 Pa. 178; Conner’s Estate, 346 Pa. 271.

With these principles as a guide, we will examine the will in question. As indicated, items 1, 2, and 3 give us no trouble. In items 1 and 2 the two legatees receive absolute gifts with no restrictions whatsoever. Item 3 makes it clear that the gifts are personal to the named legatees and in the event of their deaths during the lifetime of testator, the “amount” of the gifts is bequeathed to the Allentown Hospital Association. After writing items 1, 2, and 3, testator remembered that he had obligated himself and his estate to pay to his wife the sum of $600 annually as long as she lived. He therefore provided that the bequests contained in items 1 and 2 should not be payable (“effective” is the word he [510]*510used) until the trust terminated and the corpus was turned over to “my hereinafter named executor and trustee”.

Having said that the legacies could not become effective until the fund was turned over to his executor and trustee, testator probably realized that event might never occur, for by the provisions of the trust agreement, if his wife died in his lifetime, the corpus was payable to testator. Thus, if testator had stopped at this point in his will, it could be contended that had the trust terminated in the lifetime of testator, the provisions of items 1 and 2 would have fallen. Clearly, from a reading of the entire will, this the testator did not intend. Knowing that the trust fund might be paid to him during his lifetime, and in order to obviate any question concerning payment, testator then wrote the last line of item 4, stating that if the trust terminated in his lifetime, the “said bequests hereinbefore stated are not restricted to the Trust Fund, but shall be paid out of my general estate”. He did not expressly say that in the event the trust terminated after his death the legacies should be paid out of the proceeds of the trust fund.

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

Related

Lerch's Estate
159 A. 868 (Supreme Court of Pennsylvania, 1932)
Rapson's Estate
179 A. 436 (Supreme Court of Pennsylvania, 1935)
Yates's Estate
126 A. 254 (Supreme Court of Pennsylvania, 1924)
Riegel v. Oliver
42 A.2d 602 (Supreme Court of Pennsylvania, 1945)
Prime's Petition
6 A.2d 530 (Supreme Court of Pennsylvania, 1939)
Conner's Estate
29 A.2d 514 (Supreme Court of Pennsylvania, 1942)
Scott's Estate
169 A. 73 (Supreme Court of Pennsylvania, 1933)
Jacobs' Estate
22 A.2d 744 (Supreme Court of Pennsylvania, 1941)
In re Pennock's Estate
20 Pa. 268 (Supreme Court of Pennsylvania, 1853)
Sheetz's Appeal
82 Pa. 213 (Supreme Court of Pennsylvania, 1876)
Chandler v. Woelpper
17 A. 870 (Supreme Court of Pennsylvania, 1889)
Heck's Estate
32 A. 413 (Supreme Court of Pennsylvania, 1895)
Estate of Nebinger
39 A. 1049 (Supreme Court of Pennsylvania, 1898)
Teller's Estate
64 A. 525 (Supreme Court of Pennsylvania, 1906)
Lefebvre v. D'Arcy
84 A. 765 (Supreme Court of Pennsylvania, 1912)
O'Neill's Estate
109 A. 526 (Supreme Court of Pennsylvania, 1920)
Kiebler v. McCutcheon
112 A. 543 (Supreme Court of Pennsylvania, 1921)
Estate of DeSilver
21 A. 882 (Philadelphia County Orphans' Court, 1891)

Cite This Page — Counsel Stack

Bluebook (online)
78 Pa. D. & C. 506, 1951 Pa. Dist. & Cnty. Dec. LEXIS 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gernert-estate-paorphctlehigh-1951.