Kelly Estate

73 Pa. D. & C.2d 532, 1976 Pa. Dist. & Cnty. Dec. LEXIS 308
CourtPennsylvania Court of Common Pleas, Montgomery County
DecidedApril 20, 1976
Docketno. 77,186
StatusPublished

This text of 73 Pa. D. & C.2d 532 (Kelly Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Montgomery County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kelly Estate, 73 Pa. D. & C.2d 532, 1976 Pa. Dist. & Cnty. Dec. LEXIS 308 (Pa. Super. Ct. 1976).

Opinion

TAXIS, J.,

This matter involves a petition by Raymond M. Seidel, Esq., executor, for leave to sell real estate located in Bryn Mawr and owned by decedent at his death. The property is a mixture of a residential dwelling, which was the home of decedent and his second wife, Imelda, and a shoe repair shop and taproom. The offered price of $135,000 is satisfactory to the executor and to the residuary beneficiary of the estate, but the surviving spouse, Imelda Kelly, objects to the sale of the property.

The arguments of Imelda Kelly are based on her claim that, under a proper interpretation of decedent’s will, she receives his entire estate and can, therefore, refuse to have the property sold if she so desires. The real estate represents about two-thirds of the gross estate.

Decedent’s will was made in 1969, about five years before he died. He first made a number of pecuniary bequests and bequests of personal effects, and then, in item third, gave his wife “. . . that share of my estate to which she would be entitled under the Intestate Laws. ...” In item fourth, he gave the residuary estate “. . . unto Mary Hays, if she is living at the time of my death, ...” The residuary legatee survives. It should also be noted that her correct surname is not “Hays,” but “Hay,” although neither party to this controversy raises any issue as to identification.

When a testator incorporates the Intestate Act into his will by specific terminology, it is the provisions of the intestate law in effect at the time of decedent’s death which govern. See Morris’s Estate, 298 Pa. 25, 147 Atl. 840 (1929). We are not, therefore, concerned here with what the wife might have received had the language varied, [535]*535such as it did in Erk’s Estate, 311 Pa. 185, 166 Atl. 656 (1933), and Harris Estate, 351 Pa. 368, 41 A. 2d 715 (1945). There, the bequest was of what the wife should take under the laws of Pennsylvania, and the court limited the wife to an elective share, on the theory that it is the smallest amount that Pennsylvania law would require be given to the widow under any normal circumstances.

Therefore, the first step in our analysis is to en-graft on testator’s will the appropriate provisions of the Pennsylvania intestate laws, which appear in section 2102 of the Probate, Estates and Fiduciaries Code of June 30, 1972, P.L. 508, 20 Pa. C.S.A. § 2102, dealing with the intestate share of the surviving spouse. That section is divided into four subsections, dealing respectively with situations where there is more than one child, only one child, no issue and no issue or other designated person. The parties left no children or issue, hence subsections (3) and (4) contain all of the language which concerns us. Section 4 reads as follows:

“The surviving spouse shall be entitled to the following share or shares: ... All of the estate if the decendent is survived by no issue, parent, brother, sister, child of a brother or sister, grandparent, uncle or aunt.”

The pinch of this case develops here because testator’s language is not self-explanatory but requires the identification of the relationship of the residuary legatee, Mary Hay, to Darnel Kelly, in order to determine whether section 3 or section 4 is the governing language. Section 3 limits the surviving spouse to the first $20,000 plus one-half the balance of the estate, and would, therefore, deny the spouse the absolute right to control all of the assets.

[536]*536Having determined, which is not disputed, that there is an ambiguity in the will, since testator did not in any way identify, correctly or incorrectly, the relationship which Mary Hay bore to him, we must put ourselves in testator’s “armchair” and try to give to his language the meaning and effect which, in all the circumstances when the will was made, will conform to his intention and be most agreeable to reason: Umberger Estate, 369 Pa. 587, 87 A.2d 290 (1952). In so doing, we must be careful not to do violence to the meaning of testator’s actual language, for the court has no right to reform or rewrite a will contrary to its plain meaning. As will be seen, however, our decision does not do violence to testator’s language, but only adapts it to the circumstances which were known to him, or which he believed, when his will was made.

The issue in a nutshell is that Mary Hay is testatoi’s first cousin, not his aunt, and is, therefore, not, in fact, one of those “designated” persons which, under the Intestate Act, will take part of the estate even if there is a surviving spouse. Having determined that an ambiguity in testator’s language exists, the court permitted the executor, also the scrivener of the will, to testify as to the circumstances of the document’s preparation. Mr. Seidel’s retained notes are sufficient to allow him to reconstruct what occurred. Mr. Seidel first made a will for decedent in 1964, which was somewhat different in pattern from his last will, but which is similar to the extent that no person named therein, except decedent’s mother, had his or her relationship to decedent described.

Mary Hay became testator’s residuary legatee in a will made in 1967, but, again, there was no des[537]*537ignation of her relationship. In 1968, after his remarriage, testator made another will with the same general characteristics. In the 1969 will, his final one, decedent gave the surviving spouse her intestate share of his estate, as we have stated, and left the residue to Mary Hay. At the time of the preparation of this will, testator was advised by Mr. Seidel that his wife would receive one-half of his estate, and Mary Hay would receive the balance. Most important, during the whole period of the making of these wills, Mr. Seidel was told by testator that Mary Hay was his aunt. In all of the testamentary work involved, Mr. Seidel relied upon this, and once having been informed by his client of this relationship, Mr. Seidel did not question him further. Notes admitted at the hearing, made on more than one occasion by Mr. Seidel but, nevertheless, made by him, demonstrate that all the wills were drafted on this assumption.

In considering this document as it applies to decedent’s survivors, we keep in mind that our primary objective is to effectuate the intention of the testator, as long as such can be legally done. In doing this, we must consider not only the document itself, from its four comers, but the overall scheme or plan of distribution of testator, and his circumstances when the will was written: Benedum Estate, 427 Pa. 408, 235 A.2d 129 (1967). Mary Hay here asks us to consider not only what testator said, which all admit is not self-explanatory, but also the factors that (1) his expressed desire and intent, confirmed by the advice of responsible counsel, was to leave half of his estate to his wife and half to Mary Hay, and (2) he was not advised and did not understand the great difference that might be caused by Mary Hay’s [538]*538status as his first cousin which she was, and his aunt, which is what he called her. This latter fact is clearly one of the circumstances surrounding the making of the will that we must consider, in order to effectuate the real intent of testator: Greenfield Estate, 457 Pa. 114, 321 A.2d 922 (1974).

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Related

Greenfield Estate
321 A.2d 922 (Supreme Court of Pennsylvania, 1974)
Burleigh Estate
175 A.2d 838 (Supreme Court of Pennsylvania, 1961)
Benedum Estate
235 A.2d 129 (Supreme Court of Pennsylvania, 1967)
Umberger Estate
87 A.2d 290 (Supreme Court of Pennsylvania, 1952)
Penrose's Estate
176 A. 738 (Supreme Court of Pennsylvania, 1935)
Harris Estate
41 A.2d 715 (Supreme Court of Pennsylvania, 1944)
Morris's Estate
147 A. 840 (Supreme Court of Pennsylvania, 1929)
Erk's Estate
166 A. 656 (Supreme Court of Pennsylvania, 1933)

Cite This Page — Counsel Stack

Bluebook (online)
73 Pa. D. & C.2d 532, 1976 Pa. Dist. & Cnty. Dec. LEXIS 308, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kelly-estate-pactcomplmontgo-1976.