Gingrich's Estate

74 A. 611, 226 Pa. 9, 1909 Pa. LEXIS 864
Supreme Court of Pennsylvania·Decided October 11, 1909·No. Appeal, No. 1·Published·Cited by 1 cases

Opinion

Opinion by

Mr. Justice Stewart,

The testator was the owner of two adjoining farms, each tenanted by a son. On one of these farms which he designated as No. 2, he had erected a separate 'building apart from the farm buildings, which he himself occupied with his wife. By his will he gave to either son the farm he tenanted at a valuation, and charged upon each farm the sum of $5,000, out of the purchase money, the interest to be paid to his widow during her life, and in case either son declined to accept under the terms, the farm devised to such one was to be sold. The devisees accepted, and ten years later, in 1905, the son to whom farm No. 2 was devised, sold and conveyed to this appellee. In the first item in the will, testator gave to his wife the use and occupancy of the dwelling in which he resided, with the appurtenances, during her widowhood, together with certain articles of personal property absolutely, the latter including one horse and two cows. Immediately following came the devise of farm No. 1 to his son Christian B. at .a valuation. The devise of farm No. 2 at its valuation followed next. It is not until we reach the eighth item that we find any direction as to charges upon these farms. This item reads as follows: “I expressly order and direct that Five Thousand Dollars ($5,000) of the purchase money of my farm herein designated as tract No. 1, whether taken by my son Christian at the price I have placed on it, or sold by my executors, and Five Thousand Dollars ($5,000) of the purchase money of my farm herein designated as tract No. 2 whether taken by my son Edwin at the price I have placed upon it, or sold by my executors, shall respectively be and remain as liens and charges on my said two farms respectively (the sum of Five Thousand Dollars being thus charged on each farm), for and during the natural lifetime of my beloved wife, Malinda, the interest thereof respectively, at five per cent ]per annum be annually and regularly paid to her by the respective owners of said farm on the 1st day of April in each and every year, for and during the period aforesaid, and the principal sum at and immediately after her death to be paid by the respective owners of said farm in six equal shares, etc. . . . The owners of the farm herein designated as Nos. 1 [12] and 2 are yearly to put in the stable on the premises occupied by my wife, so long as she remains my widow, as much hay as she may need to feed one horse and two cows, without charge. And my said wife, during said period, shall have the right to take from the orchards on said farm as many apples as she may desire for her use, without charge.” The present controversy has regard simply to the provision as to the hay to be furnished the widow. In April, 1903, the widow removed from the house provided for her in the will, rented it out, and went to live elsewhere with a married daughter. So long as she resided in this house the sons owning the farms regularly stored in the stable on the premises the required amount of hay, but after she removed they discontinued doing so. The son owning farm No. 2, sold to the appellee, March 30, 1905. During the years 1905 and 1906, the widow continuing to reside elsewhere than on the premises devised to her, the appellee stored no hay for her. The widow presented her petition to the orphans’ court in which she set out the provision of the will, and claiming that the provision relating to the hay was a charge upon the several farms, asked that the purchaser of No. 2 farm, this appellee, be required to pay her in money the equivalent of the hay which he had failed to deliver during the years 1905 and 1906. The case raised two questions: first, was the provision for the widow as to the hay a charge upon the land? and, second, if so, had the owner of the farm been released from this obligation for the period claimed, by any act of the widow? The learned judge of the orphans’ court was of opinion that the obligation to furnish the hay was a charge upon the land; and in this he was sustained by a majority in the Superior Court. In this view we also concur. The circumstance that the provision in the will is accompanied by no express words making it a charge on the land, and follows immediately upon one in relation to deferred payments, in which the latter are specifically charged, makes somewhat against this view; since it may be argued with much force that the testator knowing how to subject his lands to an express charge, his omission to do so expressly in this particular case indicates that he had no intention to make the provi[13] sion a charge. But against this, and as we think overcoming it, is the direction that the hay is to be furnished by the owners of the farm. This duty is not put upon the sons personally, who were the devisees, but upon those who should come into the ownership, whether through acceptance or nonacceptance of the devisees, and was to continue during the wife’s widowhood. That testator had no other expectation than that the hay would be furnished out of the annual crops produced on the several farms, is too manifest to be open to dispute. He certainly could have anticipated no conditions which would make it to the advantage of the owners of the farms to supply the hay from any other source. Had he directed in express terms that the hay was to be furnished out of the proceeds of the farms annually by the owners, no question could have arisen as to whether the provision was a charge on the land. In such case the purpose to make the land stand as security would have to be conceded: Gibson’s App., 25 Pa. 191; Swoope’s App., 27 Pa. 58; Gilbert’s App., 85 Pa. 347. We cannot but regard the language here used as a fair equivalent to a direct expression that the farms were to yield the amount annually. Certainly the testator so intended. Any other construction of his will would expose to defeat the bounty he provided for his widow, and which he intended not as- an illusive thing, but as something substantial and secure.

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

Gingrich's Estate, 74 A. 611, 226 Pa. 9, 1909 Pa. LEXIS 864 (Pa. 1909).

74 A. 611 (Gingrich's Estate) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Gerke v. Citizens State Bank
125 N.E. 238 (Indiana Court of Appeals, 1919)