Jennings' Estate

20 Pa. D. & C. 506, 1934 Pa. Dist. & Cnty. Dec. LEXIS 289
CourtPennsylvania Orphans' Court, Schuylkill County
DecidedFebruary 26, 1934
Docketno. 5
StatusPublished

This text of 20 Pa. D. & C. 506 (Jennings' Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Schuylkill County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jennings' Estate, 20 Pa. D. & C. 506, 1934 Pa. Dist. & Cnty. Dec. LEXIS 289 (Pa. Super. Ct. 1934).

Opinion

Gangloff, P. J.,

Catharine Jennings died on May 2, 1931, having first made her last will and testament, which was duly probated in the office of the Register of Wills of Schuylkill County on May 8, 1931, and letters testamentary were granted thereon to the accountant on the same date.

The decedent left no spouse to survive her or any issue.

The decedent, in her said last will and testament, disposes of her entire estate [507]*507as follows: She bequeaths the sum of $250 and her diamond ring to Mary Langton Byron; the sum of $250 to Elanore Langton; the sum of $250 to Julia Horan, and the sum of $250 to Bridget Durkin; she directs her executor “to dispose of four gold watches and several rings not otherwise disposed of, by having them converted into a chalice for the celebration of Mass and direct that it be presented to The Annunciation Church, Shenandoah, Schuylkill County, Penna.”

After making the foregoing bequests, the testatrix directs her executor to convert her entire estate into money, and in this direction to convert she includes all her real estate, giving the executor full power to make sales and execute the proper deeds to the purchaser or purchasers, and upon such conversion the testatrix directs that the money realized therefrom shall be disposed of as follows : “My executor hereinafter named, shall expend the sum of $2750.00 for masses for the repose of the souls of the following named, my father, John Jennings, my mother, Nora Jennings, my sister, Alice Jennings, my brother, John Jennings, my sister, Mary A. Jennings, my paternal grandfather, Peter Jennings, my paternal grandmother, Mary Jennings, my maternal grandmother, Catharine Brennan, my maternal grandfather, James Brennan, my Uncle, Michael Jennings and lastly myself, Catharine Jennings, and I do further direct that this sum shall be expended by the payment of $250.00 on behalf of each of the above named and I do further direct that the money shall be paid for Low Masses only and that the following priests of the Catholic Church shall say them and share equally in the distribution of the said money for masses; Father James Craven, Father Michael Munley, Father Thomas Fitzgerald, The Rev. Dr. Joseph McDermott, the Rev. Dr. Patrick Reilly of California, Father Boyle of Tuscarora, Penna., Rev. Dr. Frank Brennan and Father Durkin who assisted in celebration of the Funeral Mass of my sister Mary A. Jennings.”

Finally the testatrix directs that “the remaining portion of my residuary estate shall be expended by my executor, hereinafter named, in erecting memorials to the memory of the following named; my father, John Jennings, my mother, Nora Jennings, my sister, Alice Jennings, my brother, John Jennings, my sister, Mary A. Jennings and lastly myself Catharine Jennings.

“And I do further direct my executor, hereinafter named, that these memorials shall be erected in Roman Catholic Churches only; but I direct that the churches and memorials erected shall be selected by the exercise of his discretion with the restriction above named.”

Counsel for the next of kin of decedent contend that the bequest to the Annunciation Church, the bequest of $2,750 for masses, and the bequest of the residuary estate for erection of memorials are bequests for religious or charitable purposes and therefore void under the Wills Act of June 7, 1917, P. L. 403, 406, the will having been executed but 2 days before the death of decedent. Counsel for the estate concedes that the first and second of the bequests just mentioned are for religious or charitable purposes and therefore void under the Wills Act of 1917, but he does not agree that the bequest of the residuary estate is for religious or charitable purposes.

Decedent’s will bears date April 30, 1931, and she died on May 2, 1931, 2 days later. It is quite obvious then that she died within 30 days of the date of her will.

Section 6 of the Wills Act of 1917, P. L. 403, 406, provides:

“No estate, real or personal, shall be bequeathed or devised to any body politic, or to any person in trust for religious or charitable uses, except the same be done by will attested by two credible, and, at the time, disinterested witnesses, at least thirty days before the decease of the testator; and all dispositions of [508]*508property contrary hereto shall be void and go to the residuary legatee or devisee, heirs or next of kin, according to law. . . .”

The above-quoted act is practically the Act of June 7,1911, P. L. 702, changed so far as to apply to wills only, and the old act on the subject is that of April 26, 1855, P. L. 328. The question at issue is whether any or all of the three bequests above referred to are bequests for religious or charitable uses. If any one of them is for such purpose, then, of course, such bequest is void under the act.

First, as to the bequest to the Annunciation Church: We have examined the various items in the general inventory and appraisement, as well as the items found after the original inventory was filed and as disclosed in the account, and nowhere do we find, as part of the assets of the estate, gold watches or rings or, in fact, any jewelry whatever. The bequest being a specific one, how could the executor carry it into effect in the absence of the gold watches and rings out of which the chalice was to be made? So, from that standpoint alone, the bequest falls. However, on the other hand, we have no doubt that this bequest is for religious uses. The very language of the bequest plainly shows that the gift is to be used in the celebration of mass, and, for reasons given below, a bequest for masses is a bequest for religious or charitable purposes.

Second, as to the bequest of $2,750 for masses: Counsel for the estate agrees with counsel for the next of kin that this is a bequest for religious or charitable uses and therefore void under the statute and the facts here prevailing. It is indeed unnecessary to enter into a lengthy discussion to support the conclusion so agreed upon. We are satisfied that this bequest is for religious purposes and therefore void under the facts here. This conclusion is clearly supported by Rhymer’s Appeal, 93 Pa. 142, O’Donnel’s Estate, 209 Pa. 63, Kelly’s Estate, 9 Dist. R. 387, and Loughran’s Estate, 2 D. & C. 223.

Third, and lastly, as to the bequest of the residuary estate for the erection of memorials: The testatrix very plainly directs that the memorials are to be erected in memory of herself, her parents, her sisters, and her brother; that the memorials shall be erected in Roman Catholic churches only; and that, with these restrictions, the particular churches and the type of memorials shall be left to the discretion of the executor. In other words, the memorials must be erected in Roman Catholic churches in memory of testatrix and the designated members of her immediate family. The mere fact that the memorials are to be erected in memory of the testatrix, as one of the individuals named, is not of itself sufficient to alter its public and charitable or religious character, if in fact the gift has such character: Archambault’s Estate, 308 Pa. 549, 555, and cases there cited. “The true test of a legal public charity is the character of the object sought to be attained, the purpose to which the gift is to be applied; not the motive of the donor”: Fire Insurance Patrol v. Boyd, 120 Pa. 624, cited with approval in Archambault’s Estate, supra, p. 555.

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Related

Archambault's Estate
162 A. 801 (Supreme Court of Pennsylvania, 1932)
Price v. Maxwell
28 Pa. 23 (Supreme Court of Pennsylvania, 1857)
Miller v. Porter
53 Pa. 292 (Supreme Court of Pennsylvania, 1867)
Rhymer's Appeal
93 Pa. 142 (Supreme Court of Pennsylvania, 1880)
Fire Insurance Patrol v. Boyd
15 A. 553 (Supreme Court of Pennsylvania, 1888)
O'Donnell's Estate
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Miles's Estate
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Bluebook (online)
20 Pa. D. & C. 506, 1934 Pa. Dist. & Cnty. Dec. LEXIS 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jennings-estate-paorphctschuyl-1934.