Justus's Estate

5 Pa. D. & C. 749, 1924 Pa. Dist. & Cnty. Dec. LEXIS 229
CourtPennsylvania Orphans' Court, Venango County
DecidedJune 5, 1924
DocketNo. 46
StatusPublished

This text of 5 Pa. D. & C. 749 (Justus's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Venango County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Justus's Estate, 5 Pa. D. & C. 749, 1924 Pa. Dist. & Cnty. Dec. LEXIS 229 (Pa. Super. Ct. 1924).

Opinion

Criswell, J.,

Samuel Justus died Jan. 20, 1920, testate, leaving to survive him a widow, Edith C. Justus, and a daughter, Flora A., intermarried with Louis S. McKinley, besides collateral kindred. He had been twice married. His first wife died prior to Nov. 14, 1888, on which date he was married to Edith C., now his widow. Flora A. is a daughter by the first marriage, and on March 19, 1900, when she was in the sixteenth year of her age, was married to McKinley, then in the nineteenth year of his age. To this union a son, Samuel Justus McKinley, was born July 5, 1900. While there appears to be no proof of the fact, the auditor reports, and counsel for the parties in their briefs state, that Mr. Justus, at the time of his decease, was about eighty years of age. He left an estate valued at a sum in excess of $2,000,000, of which $7000 was realty and the balance personal.

By the terms of his will bearing date Oct. 4, 1909, he left sums aggregating $5000 to different charities, and sums aggregating in excess of $25,000 to various of his collateral kindred.

To his wife he gave the income of the one-half of the residue of his estate, after payment of legacies, during her life, if she so long remained unmarried. In case of her marriage, she was to receive $10,000, and no more.

[750]*750To his daughter, Mrs. McKinley, by the 21st paragraph of his will, he gave $500 per annum during life, with the added provision that should she survive her husband or should she separate from him and have nothing to do with him, then, and in either event, she was to have the other one-half of the income on the balance of his estate after payment of all bequests, and this further provision, viz.: “Should my said daughter die before her said husband and continue to live and cohabit with him during her life, then at her death all payments out of my estate under this bequest shall cease as I do not want her husband to receive anything out of my estate.”

By the 22nd paragraph there is a provision, in ease his daughter should die leaving a minor child or children, for the education of such child or children until he or they shall severally arrive at the age of twenty-one years, and for the payment to them of $500 per annum until they should arrive at the age of twenty-five years, when they were each to receive $5000 and a like sum of $5000 each when they should reach the age of thirty years. To these bequests there was added this requirement: “Provided, however, that no sum whatever shall be paid by my executor to any child of the said Flora McKinley unless and until such child shall agree under oath with my said executor that no part of the money received by such child from my estate shall be paid, loaned or given to its father, Louis S. McKinley, or be used or expended in any way, directly or indirectly, for or towards the benefit, maintenance, care or comfort of the said Louis S. McKinley; these bequests to the surviving child or children of the said Flora to take effect and become operative only upon the death of the daughter and not otherwise.”

The residue of his estate he gave and devised to his executor and trustee, the Oil City Trust Company, for the erection and maintenance of an orphans’ home.

At the hearing before the auditor it was contended on behalf of Flora A. McKinley, the decedent’s daughter, that certain provisions of the will, and especially those above mentioned, were intended by the testator to induce a separation of his daughter from her husband, Louis S. McKinley, and that, for this reason, the condition annexed to the bequest of one-half of the income of the estate to the daughter was void, as being against public policy, and that the gift vested with the condition excised. The auditor so found and reported. To such finding and report the executor and trustee excepts, all other questions raised by the exceptions being auxiliary and subordinate thereto.

In Pennsylvania the right of a man to do as he will with his own has always been liberally construed. Accordingly, a donor, not under any obligation to give, may give with such conditions as he pleases, subject only to the restriction that the conditions shall not be clearly illegal: Stewart’s Estate, 253 Pa. 277; Holbrook’s Estate, 213 Pa. 93; while, as stated by the auditor, it is the settled law of Pennsylvania and elsewhere where the English common law rules prevail “that the law will not sanction any testamentary provision which is intended, or directly tends, to bring about a separation of husband and wife, and if, therefore, the testator’s purpose is to induce a future separation or divorce of husband and wife, the condition is void as against public policy, and the devise or legacy takes effect.” The case under consideration involves the application of these principles, and such consideration begins with a presumption in favor of innocence on the part of the testator and the validity of the provisions in question: Holbrook’s Estate, 213 Pa. 93.

The intent of the testator is, of course, to be gathered from the whole will, but the particular provisions relied on by Mrs. McKinley as evidencing the [751]*751unlawful intent of the testator are those found in the 21st and 22nd paragraphs of the will and above referred to.

Summarizing the provisions above quoted, neither Mrs. McKinley nor her children are to receive anything out of the estate of her father, except the sum of $500 per annum bequeathed to Mrs. McKinley during her life, unless, first, she should survive her husband; second, she should separate from her husband and have nothing to do with him; third, should die, leaving a minor child or children, in which case the minor child or children would receive the limited provision for them above indicated, on complying with the condition prescribed.

While the general rule appears to be as found by the auditor, and herein-before noted, the varying conditions and circumstances involved in the different adjudications reported makes it often difficult to determine whether a particular provision is or is not prohibited and comes within or does not come within the rule. There are cases dealing with provisions alleged to be in restraint of marriage and others alleged to be intended to effect the separation of husband and wife, which are in a measure kindred to the former. Besides, in a number of the cases the event has depended upon the time the provisions or limitations were intended to take effect, and that has been the principal point in dispute.

The parties here differ as to the time when the condition limiting the gift to Mrs. McKinley was intended to take effect, it being contended on the part of the executor and trustee that it was intended to relate to the date of the death of the testator. Manifestly, he had in mind, when providing for her, in case she should survive her husband, any time either prior or subsequent to his own death. In the same connection and as a part of the same sentence is the alternative provision for her in case she should separate from her husband and have nothing to do with him. Reasonably, it must be concluded that, as to this, he had also in mind any time prior or subsequent to his death. Unquestionably,- the language used appears to so indicate. To hold that the former contemplates her survival of her husband at a time subsequent to the death of the testator and the latter refers only to a separation prior to his death is to place a forced, complicated and unreasonable construction upon his language. There is within the four corners of the will no indication of any unwillingness on his part to provide for his daughter apart from her husband.

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Related

Commonwealth v. Stauffer
10 Pa. 350 (Supreme Court of Pennsylvania, 1849)
Jones's Estate
60 A. 915 (Supreme Court of Pennsylvania, 1905)
Holbrook's Estate
62 A. 368 (Supreme Court of Pennsylvania, 1905)
Gunning's Estate
234 Pa. 139 (Supreme Court of Pennsylvania, 1912)
Stewart's Estate
98 A. 569 (Supreme Court of Pennsylvania, 1916)
Conrad v. Long
33 Mich. 78 (Michigan Supreme Court, 1875)

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Bluebook (online)
5 Pa. D. & C. 749, 1924 Pa. Dist. & Cnty. Dec. LEXIS 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/justuss-estate-paorphctvenang-1924.