Homsher Estate

25 Pa. D. & C.2d 21, 1961 Pa. Dist. & Cnty. Dec. LEXIS 240
CourtPennsylvania Orphans' Court, Lancaster County
DecidedApril 27, 1961
Docketno. 987 of 1957
StatusPublished

This text of 25 Pa. D. & C.2d 21 (Homsher Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Lancaster County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Homsher Estate, 25 Pa. D. & C.2d 21, 1961 Pa. Dist. & Cnty. Dec. LEXIS 240 (Pa. Super. Ct. 1961).

Opinion

Bowman, P. J.,

John Bryson Homsher, also known as John B. Homsher and J. Bryson Homsher, died testate November 11, 1957, having by his last will and testament disposed of his estate, as follows:

“I do give, devise and bequeath to my wife, Mildred E. Homsher, the share of my estate to which she would be entitled under the laws of the Commonwealth of Pennsylvania.
“All the rest, residue and remainder of my estate, I do give, devise and bequeath in equal shares to my mother, Mary B. Homsher; my sister, Margaret J. H. Hassel; and my brother, Joseph B. Homsher, or the survivor of them, except as to my brother and sister, who shall inherit on a per stirpes basis.”

Decedent left to survive him his named spouse, Mildred E. Homsher, and no issue. Mary B. Homsher, decedent’s mother, Margaret J. H. Hassel, his sister, and Joseph B. Homsher, his brother, all survived him.

Joseph B. Homsher died October 5, 1960, a resident of Berks County. The court was informed that no administration has been raised on his estate.

Decedent’s will, dated October 9,1957, was admitted to probate by the register on November 19, 1957. [23]*23Within a period of one year thereafter the surviving spouse filed no election and thus, under section 12 of the Wills Act of April 24, 1947, her failure to file an election is deemed an election to take under the will or an acquiescence in the provisions thereof. . . .

In contention also is the interest of the surviving spouse. On September 19, 1960, Mildred E. Homsher filed a petition requesting the award to her of a spouse’s allowance of $10,000. Preliminary objections to the petition were filed on November 25, 1960, on behalf of Mary B. Homsher and Margaret J. H. Hassel. Testimony in connection with this matter was taken at the audit of the account.

Mildred E. Homsher, the surviving spouse, was called as a witness and testified, under objection. We reserved a ruling as to her competency to testify as to matters occurring before the death of the testator. We are now of the opinion that she was a competent witness and so hold. She is not claiming against the estate but under the will. See Thompson Estate, 64 D. & C. 77.

The evidence produced at the hearing revealed, among other things, that decedent and petitioner lived together only infrequently during the period from September of 1952 until August of 1957; that on August 14, 1957, at decedent’s request, petitioner accompanied him to Atlantic City, N. J.; that shortly thereafter decedent became ill and was admitted to the Atlantic City Hospital; that on August 30, 1957, while a patient at the hospital, decedent executed a will which is hereinafter more fully discussed; that decedent was thereafter transferred to St. Joseph’s Hospital in Lancaster, where he remained until he died on November 11, 1957, having first executed his last will on October 9, 1957.

Pertinent to a determination of the interest of decedent’s spouse is that portion of the probated will which reads as follows:

[24]*24“I do give, devise and bequeath to my wife, Mildred E. Homsher, the share of my estate to which she would be entitled under the laws of the Commonwealth of Pennsylvania.”

It is the contention of petitioner that she is entitled by virtue of the quoted language to the allowance of $10,000 in accord with section 2(3) of the Intestate Act of April 24,1947, P. L. 80, 20 PS §12, as amended, which provides as follows:

“The surviving spouse shall be entitled to the following share or shares:
“(3) No Issue. The first ten thousand dollars in value and one-half of the balance of the éstate, if the decedent is survived by no issue. In case of partial intestacy, any amount received by the surviving spouse under the will shall satisfy pro tanto the ten thousand dollar allowance”.

The allowance is opposed by decedent’s mother and sister on the ground that decedent did not die intestate and that the Intestate Act of 1947 can therefore have no bearing on the issue.

By the language employed in his will, decedent has incorporated therein all of the laws of the Commonwealth of Pennsylvania which purport to measure the share to which the surviving spouse might be entitled, and consideration must therefore be given also to section 8(b) of the Wills Act of April 24,1947, P. L. 89, as amended, which states:

“(b) Share of Estate. The surviving spouse, upon an election to take against the will, shall be entitled to one-third of the real and personal estate of the testator if -the testator is survived by more than one child or by one or more children and the issue of a deceased child or children or by the issue of more than one deceased child, and in all other circumstances the surviving spouse shall be entitled to one-half of the real and personal estate of the testator.”

[25]*25It is to be noted that neither of the above statutory provisions can be wholly controlling of the present situation in view of the fact that decedent did not die intestate, neither wholly nor partially, nor did his surviving spouse elect to take against his will.

Nor are prior cases in this field of considerable value inasmuch as they are for the most part distinguishable on the basis of the language employed by the testator or are based upon statutory provisions no longer in effect. In Morris Estate, 298 Pa. 25, and Carrell’s Estate, 264 Pa. 140, the allowance (then $5,000) was allowed, but the wills construed therein had specifically directed that the surviving spouse was to receive the share to which she would be entitled under the applicable intestate laws. In Erk’s Estate, 311 Pa. 185, the allowance was denied, but the court relied on the fact that the language of the will

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Related

Conlin Estate
131 A.2d 117 (Supreme Court of Pennsylvania, 1957)
Morris's Estate
147 A. 840 (Supreme Court of Pennsylvania, 1929)
Erk's Estate
166 A. 656 (Supreme Court of Pennsylvania, 1933)
Williamson Estate
53 A.2d 869 (Superior Court of Pennsylvania, 1947)
Dougherty's Estate
178 A. 333 (Superior Court of Pennsylvania, 1935)
Hirst's Appeal
92 Pa. 491 (Supreme Court of Pennsylvania, 1880)
Carrell's Estate
107 A. 664 (Supreme Court of Pennsylvania, 1919)

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Bluebook (online)
25 Pa. D. & C.2d 21, 1961 Pa. Dist. & Cnty. Dec. LEXIS 240, Counsel Stack Legal Research, https://law.counselstack.com/opinion/homsher-estate-paorphctlancas-1961.