Hetrick Estate

13 Pa. D. & C.2d 77, 1957 Pa. Dist. & Cnty. Dec. LEXIS 59
CourtYork County Orphans' Court
DecidedMarch 20, 1957
StatusPublished

This text of 13 Pa. D. & C.2d 77 (Hetrick Estate) is published on Counsel Stack Legal Research, covering York County Orphans' Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hetrick Estate, 13 Pa. D. & C.2d 77, 1957 Pa. Dist. & Cnty. Dec. LEXIS 59 (Pa. Super. Ct. 1957).

Opinion

Gross, P. J.,

This is a proceeding instituted on petition of the trustees of the cemetery of the Friends Meeting House in Warrington Township, York County, filed on November 20,1954, for an order of court, requiring York Trust Company, as trustee of an inter vivos cemetery trust, created by H. Bruce Hetrick, now deceased, to pay over the net income allowed to accumulate in its hands to petitioners. Hereinafter, we will refer to the trustees of the cem[78]*78etery as “cemetery trustees,” and to the York Trust Company as “trustee.”

The issues here involved require a chronological statement of the facts, which are as follows:

On May 7, 1946, H. Bruce Hetrick, under and by virtue of an irrevocable instrument in writing, created an inter vivos trust by depositing with York Trust Company the sum of $10,000, to be invested in legal investments for trust funds and to pay the net income to settlor during his lifetime and after his death, to his wife, Ruth K. Hetrick, during the term of her natural life. After her death, the trust instrument disposes of the net income as follows:

“So much of the annual net income which shall be necessary shall be used for the upkeep of the Hetrick and Hayward burial lots in the Cemetery of the Friends’ Meeting House, in Warrington Township, York County, Pennsylvania, and for taking care of all graves in said cemetery, for repairing the fences and buildings on said cemetery. Any income not required for said purposes shall be paid to the School District of Warrington Township, York County, Pennsylvania, to be used for general school purposes.”

The wife of settlor predeceased him and settlor died August 11,1948, unmarried and without issue, leaving to survive him a number of nephews by blood as his only next of kin.

Some authorities designate this kind of trust as an “honorary.trust” and, although the question was not raised, its validity has been recently questioned, by some courts. See 42 Dickinson Law Review 161. But it is now well settled in Pennsylvania that this type of gift or bequest is regarded as a trust possessing all the essential incidents thereof, notwithstanding the absence of a beneficiary. In Devereux’s Estate, 48 D. & C. 491, Bolger, J., carefully examines and reconciles the cases on this subject and concludes:

[79]*79. . that the trustee becomes vested with a legal estate — not merely a power — with the duty of applying it to the purpose of the trust; that the lack of a cestui que trust, which normally results in there being-no one having standing to compel the trustee to perform, is here supplied by the power and implementation of orphans’ courts to supervise and control the activities of the trustee, suo moto, or upon the application of or on the failure of the testator’s next of kin.” (Italics supplied.)

See also Palethorp Estate, 69 D. & C. 500.

On March 27, 1951, we considered the liability of this trust for the payment of transfer inheritance tax. In our opinion, reported in 65 York 57, we found the cemetery of the Friends Meeting House is located adjacent to what is commonly known as Warrington Quaker Meeting House. The present church structure was erected in the year 1769, and the adjoining cemetery was established by the Friends or Quakers, as they are commonly called, about the year 1745.

The church and the cemetery are both unincorporated organizations. The cemetery is composed of several acres of land upon which several thousands of graves are located, not only of deceased Quakers, but of the people of all religious denominations formerly living in that community within a radius of a number of miles from this venerable meeting house.

In this cemetery lie buried the maternal Quaker ancestors of the writer of this opinion for the past 200 and more years, and the maternal ancestors of H. Bruce Hetrick, this decedent, also lie buried there for the same period of time.

The Hetrick and Hayward burial lots consist of three contiguous lots, each lot measuring 18 feet square and in form resemble the capital letter “L”. At the top of this letter is located the Hayward lot. Adjacent to it, at the bottom of the letter, the lot of Augustus C. Het-[80]*80rick, the father of H. Bruce Hetrick, is located, and adjacent to it, at the right of the base of the letter, the lot of decedent, H. Bruce Hetrick is located.

On the Hayward lot are located the eight graves of the maternal grandparents, uncles and aunts of this decedent, and in the center of the lot is erected an antiquated central metal monument of a type now obsolete, with a base six feet long by three inches wide, and with a height of six feet. Metal plates are attached thereon, containing the names of the various persons buried on the lot.

On the lot of Dr. Augustus G. Hetrick, who was the father of H. Bruce Hetrick, this decedent, are located the seven graves of the parents, two sisters, a brother, a sister-in-law and a nephew of decedent. On this lot is erected a central monument of the best quality of selected Barre granite, with a base six feet, six inches long by three feet, six inches in width, and a height of seven feet, on which the names of the deceased persons buried on the lot are cut in by sand-blast. There are also head and footstones at each grave. A duplicate of this monument, as of 1951, it is estimated would cost $4,500.

On the lot of H. Bruce Hetrick, this decedent, are located graves of decedent, his wife and two sons, with appropriate head and footstones. There is no vacant place for additional burials on this lot. In the center of this lot is erected a magnificent monument of the best selected Barre granite, with a base nine feet long, three feet eight inches wide, and on which rests a shaft seven feet high. It is estimated that, when this monument was erected, about 20 years before the death of decedent, it cost about $3,000, but it is estimated by witnesses called at the hearing that a similar monument would now cost $11,000. It is with reference to the damage to the base of this monument that this opinion is being submitted.

[81]*81The entire cemetery is underlaid with granite rock and, in opening graves, it is frequently necessary to do some blasting of these rocks, the result of which is to displace and sometimes damage other monuments and gravestones.

When we filed our opinion, on March 27, 1951, Thomas G. Cooke, now one of the petitioning cemetery trustees, estimated the annual cost of properly maintaining and keeping up the Hetrick and Hayward burial lots at $315; while David P. King, an experienced monument dealer, estimated that it would require annually around $400 for the upkeep of these burial lots.

The cemetery does now have an endowment fund of $6,000, raised by public subscription, and a life insurance fund, reputedly in the amount of $10,000, growing out of life insurance carried by H. Bruce Hetrick, both of which funds inure to the use and benefit of this cemetery, of the details of which this court has not been fully apprised. The individual graves are usually kept up by surviving relatives of the deceased person buried therein.

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Bluebook (online)
13 Pa. D. & C.2d 77, 1957 Pa. Dist. & Cnty. Dec. LEXIS 59, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hetrick-estate-paorphctyork-1957.