Grammes Estate

62 Pa. D. & C. 388, 1947 Pa. Dist. & Cnty. Dec. LEXIS 278
CourtPennsylvania Orphans' Court, Lehigh County
DecidedNovember 6, 1947
Docketno. 38305
StatusPublished

This text of 62 Pa. D. & C. 388 (Grammes 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
Grammes Estate, 62 Pa. D. & C. 388, 1947 Pa. Dist. & Cnty. Dec. LEXIS 278 (Pa. Super. Ct. 1947).

Opinion

Gearhart, P. J.,

— This is the petition of J. Frank Grammes asking for a declaratory judgment under the Uniform Declaratory Judgments Act of June 18, 1923, P. L. 840, 12 PS §831, as amended. Petitioner is the surviving husband of Emma E. Grammes who died testate on May 15,1947, leaving a last will and testament, undated, which was duly probated before the Register of Wills of Lehigh County; ietters of administration c. t. a. were granted to Robert Kleckner, Esq. Petitioner requests an interpretation of the first clause of the will of his deceased wife, in order that his rights may be deter[389]*389mined. The will of testatrix, which is a holographic will, is as follows:

“For Bob Kleckner

“First of all my husband whatever he may want to have or do.

“Divide my estate between — Louis LaBarre, my sister Anna M. Dietrich. Edward Cope, William Cope, Betty Cope, Lewis G. Grammes,

brother-in-law.

“One hundred dollars to Winifred Sheckler for kindness to me.

“All my clothes and hats to my sister, Anna M. Dietrich.

“My guns, with my husband’s permission, to George A. Dietrich.

hundred

“To George Dietrich Jr. 500.00 dollars.

“To Roderick Dietrich 500.00 dollars.

“The rest to be divided between Humane Society, Day Nursery, and Shriners’ Home for Crippled Children.

“(s) Emma E. Gammes.”

Under the first clause of the will, which provides “First of all my husband whatever he may want to have or do”, J. Frank Gammes claims in his petition, that he is entitled to all the personal and real property of his deceased wife, Emma E. Grammes, with the exception of the pecuniary legacies of $500 each to George Dietrich, Jr., and Roderick Dietrich, both minors, and of $100 to Winifred Sheckler. He has addressed a letter to the administrator c. t. a. making a claim for the entire estate, particularly the 209-acre farm located in Franklin Township, Carbon County, Pa.

From the averments contained in the petition and the letter addressed to the administrator, it is apparent that antagonistic claims exist among the various legatees under this will, and that the seeds of imminent [390]*390and inevitable litigation are here present. We are satisfied that this is a proper case to entertain a petition under the declaratory judgment, and that a decree in this case will serve to terminate the uncertainty or controversy which is present: See Declaratory Judgments Act of April 25,1935, P. L. 72, sec. 1, as amended by the Act of May 26, 1943, P. L. 645, sec. 1, 12 PS §836; Prime’s Petition, 335 Pa. 218; Lerch’s Estate, 309 Pa. 23; Cryan’s Estate, 301 Pa. 386.

All of the parties mentioned in the second paragraph of the will have joined in the prayer of the petition requesting that a declaratory judgment be entered, defining the rights of J. Frank Grammes. In addition, the three residuary legatees have been served with a copy of the petition, and one of them, namely, the Day Nursery, was represented at the hearing by Hon. Ira T. Erdman. In short, all parties having an interest in this case, have been duly served and made parties. No answer has been filed on behalf of any of the parties.

The determination of the question presented requires the interpretation of the holographic will of testatrix. As is the case in so many home-made wills, the intention of testatrix is not clearly expressed in the will. The will is contradictory and inconsistent in parts, as we shall hereinafter indicate. Our duty is to find the intent of testatrix from the words in the will. In doing so, it is necessary that we keep in mind certain well established principles with respect to the interpretation of wills. Thus, in Scott’s Estate, 313 Pa. 155,157, it was stated: “ Tn the construction of wills the great general and controlling rule is that the intent of the testator shall prevail. And by his intent is meant his actual intent’ ”. And the intent of testator must be gathered from a reading of the whole will and not from certain clauses. Every sentence and word in a will must be considered in forming a judicial opinion upon it: See Fletcher v. Hoblitzell, 209 Pa. 337; Williamson’s Estate, 302 Pa. 462.

[391]*391Chief Justice Maxey, writing the opinion in Jackson’s Estate, 337 Pa. 561, referred to a number of accredited canons which are applied in interpreting wills, and called attention to the following:

“(1) ‘The law will impute to a testator’s words such a meaning as, under all the circumstances, will conform to his probable intention and be most agreeable to reason and justice’: Johnson v. Brasington, 156 N.Y. 181, 185, 50 N. E. 859. (2) ‘In determining the testator’s intention the court should place itself as nearly as possible in his position, and hence . . . should take into consideration the situation of the testator and the facts and circumstances surrounding him at the time the will was executed . . ., the state of the property devised’, the amount and character of the property of the testator when he made his will (McGlathery’s Est., 311 Pa. 351, 166 A. 886), and ‘the testator’s relation to the beneficiaries, their condition or necessities’: 69 C. J. 63, sec. 1120.”

“The ‘pole star’ long fixed for the guidance of courts in interpreting wills is a testator’s intention”: Prime’s Petition, 335 Pa. 218, 222; Byrne’s Estate, 320 Pa. 513, 522.

With these rules in mind, we approach the solution of the problem. Petitioner, J. Frank Grammes, is 76 years of age. He and his wife were on the best of terms. No children or grandchildren survived testatrix. It was brought out at the hearing that petitioner, J. Frank Grammes, is comfortably fixed financially, and as a matter of fact, all of the assets of the wife’s estate were given to her by him sometime during their married life. In support of this proposition, and to show the circumstances surrounding testatrix at or about the time she made the will, there was offered in evidence a copy of the transfer of 24 Kline Township School District bonds at a face value of $1,000 each, made in 1941, upon which a gift tax was paid by the donor, J. Frank Grammes. Counsel for petitioner re[392]*392cites these facts and argues that when these facts are borne in mind, the first sentence of the will, which provides “First of all my husband whatever he may want to have or do”, is explainable and the intent becomes clear.

Thus it is argued that testatrix realized that her husband was a man of wealth, and in all probability, would neither desire nor need the money bequeathed to him by her. However, she wanted to be fair and just with him, and therefore desired to permit him to do with her estate what he chose, as she seems to indicate in the first sentence. Counsel further argues that testatrix, however, probably intended that in the event her husband did not dispose of all of her property, he should distribute the same in accordance with her intents as expressed in the will. In short, that which followed the first sentence was more in the nature of a suggestion to her husband than an outright gift to the parties mentioned. Thus, putting it in the power of the husband to select whatever he desired of the estate by using the words “whatever he may want to have or do”, it would follow that if he desired “to have” all of the estate, there would be nothing to divide.

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Related

Johnson v. . Brasington
50 N.E. 859 (New York Court of Appeals, 1898)
Lerch's Estate
159 A. 868 (Supreme Court of Pennsylvania, 1932)
Lyon v. Alexamder
156 A. 84 (Supreme Court of Pennsylvania, 1931)
Hogg's Estate
196 A. 503 (Supreme Court of Pennsylvania, 1937)
McGlathery's Estate
166 A. 886 (Supreme Court of Pennsylvania, 1933)
Conner's Estate
153 A. 730 (Supreme Court of Pennsylvania, 1931)
Wilbur's Estate
5 A.2d 325 (Supreme Court of Pennsylvania, 1938)
Jackson's Estate
12 A.2d 338 (Supreme Court of Pennsylvania, 1940)
Williamson's Estate
153 A. 765 (Supreme Court of Pennsylvania, 1930)
Prime's Petition
6 A.2d 530 (Supreme Court of Pennsylvania, 1939)
Cryan's Estate
152 A. 675 (Supreme Court of Pennsylvania, 1930)
Scott's Estate
169 A. 73 (Supreme Court of Pennsylvania, 1933)
McKallip's Estate
188 A. 343 (Supreme Court of Pennsylvania, 1936)
Byrne's Estate
181 A. 500 (Supreme Court of Pennsylvania, 1935)
Graeff & Wife v. DeTurk
44 Pa. 527 (Supreme Court of Pennsylvania, 1863)
Appeal of Beck
9 A. 942 (Supreme Court of Pennsylvania, 1887)
Watts's Estate
51 A. 588 (Supreme Court of Pennsylvania, 1902)
Fletcher v. Hoblitzell
58 A. 672 (Supreme Court of Pennsylvania, 1904)
Mizener's Estate
105 A. 46 (Supreme Court of Pennsylvania, 1918)
Moyer's Estate
124 A. 331 (Supreme Court of Pennsylvania, 1924)

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Bluebook (online)
62 Pa. D. & C. 388, 1947 Pa. Dist. & Cnty. Dec. LEXIS 278, Counsel Stack Legal Research, https://law.counselstack.com/opinion/grammes-estate-paorphctlehigh-1947.