Hartman Estate

2 Pa. D. & C.2d 294, 1954 Pa. Dist. & Cnty. Dec. LEXIS 116
CourtPennsylvania Orphans' Court, Lebanon County
DecidedJuly 7, 1954
Docketno. 9.
StatusPublished

This text of 2 Pa. D. & C.2d 294 (Hartman Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Lebanon County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hartman Estate, 2 Pa. D. & C.2d 294, 1954 Pa. Dist. & Cnty. Dec. LEXIS 116 (Pa. Super. Ct. 1954).

Opinion

Ehrgood, P. J.,

This matter is before the court on a petition for a declaratory judgment construing the will of Margaret K. Hartman, deceased, and two codicils thereto. The possibility of litigation [295]*295exists by reason of a written contract dated February 10, 1954, for the sale of real estate situate 21 Chestnut Street, Lebanon, Lebanon County, Pa., which is an asset of the estate of the decedent, which was entered into between Ethel A. Treist, Nell Schuler and Hazel N. Albert, as sellers, and Harry Houtz and Dorothy Houtz, as purchasers; the contract was executed by Mrs. Schuler and Mrs. Treist, on behalf of the sellers. The purchasers have refused to complete the contract of purchase at this time, contending that testatrix has restricted and prohibited the alienation and sale of the real estate for a period of five years from the date of the death of decedent. On April 15, 1954, petitioners filed a petition for a declaratory judgment in the Orphans’ Court of Lebanon County, Pa. Respondents had an appearance entered by their attorney, Ray G. Light, for and on behalf of respondents. The answer filed April 26, 1954, admits the first six paragraphs of allegations contained in the petition and paragraph 7 sets forth the following new matter:

“7. Ethel H. Treist, Nell Schuler and Hazel N. Albert, either as individuals or as executrices of the last will and testament of Margaret K. Hartman, deceased, are forbidden to alienate the premises at No. 21 Chestnut Street, Lebanon, Pennsylvania, within five (5) years from the date of the death of Margaret K. Hartman which occurred on February 22, 1953, under her last will and codicils thereto”.

Petitioners filed an answer to the new matter in which it is denied that the last will and testament of Margaret K. Hartman, deceased, and codicils thereto, imposed any restrictions or limitations upon petitioners, Ethel A. Treist, Nell Schuler and Hazel N. Albert, either as individuals or as executrices of the last will and testament of decedent, to alienate the premises at 21 Chestnut Street, Lebanon, Pa.; that any expression [296]*296contained in the last will and testament and the codicils are precatory in nature and set forth only the wishes, desires and ideas of decedent with respect to the real estate.

A hearing was held on the pleadings on June 1,1954, from which the following facts, inter alia, appear.

The last will and testament of decedent was filed and recorded in the office of the Register of Wills of Lebanon County, in will book T, page 241. The will was dated May 9,1950, a codicil thereto dated May 10, 1950, a second codicil dated December 2, 1950. The will and codicils were made by decedent herself in her own handwriting. The will was probated on March 7, 1953, and letters testamentary thereon were issued to the three petitioners. Decedent left to survive her a daughter, Nell Schuler, a daughter, Ethel A. Treist, a daughter, Hazel N. Albert, and a son, Russell, who resides in Hazleton, Pa., and who has filed a release of any rights that he might have in the estate of his deceased mother, who was a widow. At the time of her death deceased owned and had title to premises situate at 21 Chestnut Street, Lebanon, Pa., by virtue of the will of her deceased husband, A. I. Hartman, who died February 21, 1920. Deceased continued to own the property and reside therein up to the time of her death. The property is a two-story dwelling house constructed of cement block and is erected on the north side of Chestnut Street with a frontage of 22 feet 6 inches and extending northwardly in depth 199.5 feet to the south side of Walnut Alley. Petitioners, as executrices aforesaid, and as heirs, entered into a written contract of sale for the house and lot of ground with Harry and Dorothy Houtz which provided, inter alia, for the sale of the property to the buyers for the sum of $7,900, including $100 down money, balance of $7,800 to be paid March 10, 1954. The sale, under the written contract, has not been [297]*297completed for the reasons relating to provisions of decedent’s will. The will and codicils of decedent are as follows:

“MKH Lebanon, Pa. May 9th 1950. To my three Daughters Mrs. Ethel Hartman Triest Mrs. Nell Hartman Schuler Mrs Hazel Hartman Albert My wish for the last Will, Since everything is so uncertain, espepecially in Alan’s life; Alen Schuler Alan is my GrandSon I think it best to not sell 21 Chestnut St House for five year’s over If you girls cannot afford it use some of the Government bonds to finance — In five years you will Know., what’s best for YOU ALL — Its a home for all and I hope you all three see id that way — The furniture can be used as is I name the Daughters Mrs Ethel Hartman Triest Mrs Nell Schuler nee Hartman Mrs Hazel Hartman Albert My executors. Signed Margaret K. Hartman 21 Chestnut Street Lebanon Pa.”

“Lebanon — Pa. May 10 — 1950 Im still conveinced That my idea’s about NOT Selling the property on 21 Chestnut St Lebanon Pa. for five year’s — At that time if Alan E. Schuler is still so unsettled, reason conditions’s and between you three Daughters take care of him. — If you do sell, after five year’s thought Mrs. Nell Hartman Schuler is to receive half of money received from sale she having paid $1,000 over for her lot to build on. at 23 Chestnut St Lebanon Pa which was too much. The other half to my other two Daughter — in equal shares — Mrs Ethel Hartman Triest Lebanon Pa Mrs Hazel Hartman Triest Reading Pa. Signed by Margaret K. Hartman 21 Chestnut Street Lebanon, Pa.

Dec 2 — 1950” “I want my Daughter Mrs. Neil Schuler, to get Five Hundred $500 — also 3Ó0 before settlement is made, my reason for this is — she payed too much for the lot she built her house on, at 23 Chestnut St Lebanon The other amount for her help to her Son [298]*298Alan Schuler she will share in remaining. Signed Margaret K. Hartman 21 Chestnut St Lebanon Pa”

Petitioners contend that the intention of testatrix is to be collected from the whole will, including codicils, and from the consideration of all the provisions of all of the instruments and every part thereof, citing Patterson’s Estate, 333 Pa. 92; Moorhead’s Estate, 289 Pa. 542. They further contend that the intention of testatrix expressed in her will and codicils was to pass her entire estate, including the real estate in question, unto her three daughters named, as aforesaid.

We agree with the contention of petitioners that the expressions of testatrix as contained in her will, to the effect that “I think it best not to sell 21 Chestnut Street for five years” does not import or indicate an intent on the part of testatrix to limit the estate or interests of her three daughters in the property but should be considered simply as expressing the recommendations of testatrix as to the manner in which her daughters should employ or utilize the estate’s interests granted unto them.

In Eberle v. Wood et al, 304 Pa. 403, it was held:

“ ‘Where words sufficient to vest an absolute interest are used in a will, such interest is not to be cut down by subsequent provisions unless the testator has indicated a clear intent to take away the estate previously given’. . . . The absence of a gift over aids the construction that an absolute estate was intended to be given. . . . ‘The policy of the law is to keep the alienation of land free from embarrassing impediments, and it endeavors to strip devises and grants of restrictive conditions tending to fetter free disposition; therefore, if the language of the condition is not clear, ...

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Related

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Cite This Page — Counsel Stack

Bluebook (online)
2 Pa. D. & C.2d 294, 1954 Pa. Dist. & Cnty. Dec. LEXIS 116, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartman-estate-paorphctlebano-1954.