Handley's Estate

61 A. 350, 212 Pa. 11, 1905 Pa. LEXIS 539
CourtSupreme Court of Pennsylvania
DecidedMay 8, 1905
DocketAppeal, No. 90
StatusPublished

This text of 61 A. 350 (Handley's Estate) 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
Handley's Estate, 61 A. 350, 212 Pa. 11, 1905 Pa. LEXIS 539 (Pa. 1905).

Opinion

Opinion by

Mb. Chief Justice Mitchell,

By item two of his will the testator gave to St. Patrick’s Orphan Asylum of Scranton, the sum of $50,000, in trust, to accumulate at interest until it should amount to $100,000, after which the income should be applied to the use of the orphans in the asylum.

' By item three he gave to the House of the Good Shepherd in Scranton $25,000 to be used and laid out for the inmates from time to time. „ There was no direction to accumulate as in the preceding bequest, but the sum bequeathed must under the subsequent item twenty-two, be regarded as capital, and only the income expended for the purposes named.

By item four he gave to the city of Winchester $250,000 in trust to be invested at interest until it should amount to $500,000, and then to be devoted to the establishment of a public library to be called the Handley Library.

By item fourteen he directed his “ executors from time to time to rent at the best rents or royalty all coal and other minerals in and upon my lands in the states of Pennsylvania, Virginia, West Virginia and other states, upon the same terms and conditions like minerals are rented by other parties.” And by the next item fifteen he directed “ that the income arising from the royalty or rents of my said mineral lands shall be applied as follows by my executors, namely:

“ First—To pay the running expenses and public taxes.

“ Second—The balance of said rents or royalty to be paid [13]*13over every six months to the directors or trustees of St. Patrick’s Orphan Asylum, the House of the Good Shepherd, and the City of Winchester, Virginia, in the following proportions, namely, thirty-three and one third per cent, of such rents or royalty thereof to each.”

By item eighteen he directed his executors “ to pay over all money arising from the sale of land situated in Virginia, West Virginia, Pennsylvania and other States, and the timber and bark thereon, and all minerals in and under said land, to the Directors and Trustees aforesaid, and to the City of Winchester, Virginia, in the same proportions as named herein, namely thirty-three and one third per cent, of the net income.” (Clearly meaning net proceeds.)

The learned court below held that the legacies in items fourteen, fifteen and eighteen of the royalties and proceeds of sale of the lands were cumulative upon those given in items two, three and four. The correctness of this construction is the substantial question in this case.

It may be conceded that taking these items by themselves, and viewing them all as bequests which prima facie they appear to be, they are presumably cumulative, but when read in connection with the other parts of the will the true construction is by no means as clear. The testator had a large estate which he disposed of by a will elaborately drawn in twenty-nine items or sections, evidently the result of much care and thought. Unfortunately, however, he did not succeed in expressing his intentions as clearly as he desired, and the result is conflict and inconsistency between some of the sections, which we must reconcile as best we may.

A careful study of the entire will leaves no doubt about the general scheme and intent of the testator. He gave a few personal bequests to his housekeeper and others, and directed his executors to continue paying the expenses of certain boys and girls that he was educating, and to give each $500 on graduation. Besides these he appears to have contemplated other bequests of similar kind to persons to be named in a schedule, which, however, was never filled up. Beyond these, the whole sum of which is comparatively insignificant in amount, he gave his entire estate to three beneficiaries in trust for four purposes: St. Patrick’s Asylum, the House of the Good Shepherd, the [14]*14city of Winchester for the Handley Library, and the same city for the erection of schoolhouses for the education of the poor. No other gift is made to anybody, and the only difficulty is in ascertaining how much he meant to .give to each of these four.

The testator’s ideas of the successful carrying out of his benefactions were on a large scale, and considerable as his es^ tate was, he did not regard it as sufficient for the immediate operation of his charities. He had formed a definite idea of the amounts required, and manifestly preferred adequacy in that respect to earliness of operation. Hence he gave definite amounts in items two, three and four, but required that as to the two larger of them, the active operation should be postponed until the sums named should have doubled by investment. The sum named for the House of the Good Shepherd was not directed to be accumulated, but it, like all the others, was to be treated as capital, and only the income expended, under item twenty-two. The first three benefactions were thus provided with specific sums for successful operation according to the testator’s standard, the fourth was left undefined in amount by the gift of the residue. He expected it to be large, however, as is manifest from the fact that the purpose is one requiring a substantial amount, and from the fact as already adverted to that adequacy of amount for the prescribed purpose was in his view a prime requisite.

With this indisputable view of the testator’s general intent, we take up the different sections of the will relating to the mode of carrying it out.

It is notable that the personal property, though it turned out to be considerable in fact, does not appear to have been regarded by the testator as an important element. The only reference to it is the direction in item ten that it should be sold at private sale with no directions as to the proceeds. And in item nineteen his executors are directed to apply his life insurance to the payment of debts of record against his real estate.

The estate, though large, was not regarded by the testator as sufficient, or at least in condition for the immediate operation of his scheme. Whether it was heavily incumbered, as the provision for the application of his life insurance might indicate, or whether there was uncertainty of some kind about it, such as the failure of his titles to the lands in West Virginia, does [15]*15not appear. But that he did not consider it available for immediate distribution is manifest all through the instrument. By item twenty-five he directed that “ the total income obtained from my estate, real, personal or mixed, shall be accumulated for the period of two years from the date of my death.” No exception is made anywhere in the will in favor of earlier payment of any legacy, except that of $5,000 to Annie Mayberry, which is to be paid “ within two years,” and the annuity to his housekeeper, which under the general rule may be fairly implied as commencing from his death. By item eleven his executors were to “retain at rent for the period of twenty years ” his real estate in Scranton; by item thirteen they are to sell his real estate at the end of twenty years; by item fourteen they are to rent upon royalties, etc., all the coal and other minerals in his lands ; and by item seventeen they are to lease the surface of his farm and mineral lands, and “ also to lease the minerals on said lands for the period of twenty years.” These are the' testator’s directions as to the course of administration of his estate, covering in specific detail every source of assets,.and plainly indicating a period of twenty years as requisite for the purpose to be accomplished in full.

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Bluebook (online)
61 A. 350, 212 Pa. 11, 1905 Pa. LEXIS 539, Counsel Stack Legal Research, https://law.counselstack.com/opinion/handleys-estate-pa-1905.