Kirchner's Estate

39 Pa. D. & C. 510, 1940 Pa. Dist. & Cnty. Dec. LEXIS 247
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedNovember 8, 1940
Docketno. 2053 of 1937
StatusPublished

This text of 39 Pa. D. & C. 510 (Kirchner's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kirchner's Estate, 39 Pa. D. & C. 510, 1940 Pa. Dist. & Cnty. Dec. LEXIS 247 (Pa. Super. Ct. 1940).

Opinion

Ladner, J.,

Andrew Kirchner, testator, gave his estate in trust for the maintenance of his wife (a mental incompetent) and at her death directed that “one half of the amount remaining is to be given to the Home where my wife was kept in her last years, while the other half is to be distributed equally,” to named legatees. The will was dated November 13, 1934. Testator died March 5,1937. On March 30,1936, pursuant to petition of testator, his wife had been committed to the Norristown .State Hospital where she remained until her death, January 13, 1938. The Board of Trustees of the Norristown State Hospital claimed the one half of the residuary estate directed to be given to the “Home” where testator’s wife was kept in her last years. The auditing judge sustained this claim. Exceptions were filed, but the record, with the consent of the auditing judge, was recommitted to enable additional testimony to be taken.

At the rehearing, testimony of the scrivener of the will was received subject to objections as to its admissibility. Thereafter, the learned auditing judge held the testimony inadmissible for the reason hereinafter referred to, and filed his supplemental adjudication of November 9,1939, reconfirming his original adjudication. Subsequently, after argument on exceptions, at his request, the record by decree of March 11, 1940, was again recommitted to the auditing judge so that the Commonwealth could be [512]*512given the opportunity “to present evidence that the Norristown State Hospital comes within the purview of the word ‘Home’ as used in the will of the testator, etc.” A second supplemental adjudication pursuant to rehearing duly had was filed June 20,1940, and the original adjudication again reconfirmed.

We now have before us for disposition exceptions filed by Mr. Dubbs on behalf of the residuary legatees under decedent’s will to the original adjudication and the two supplemental adjudications; also exceptions filed by Messrs. Schultze and S. E. Smith on behalf of the Swiss Consul acting for the next of kin. These two sets of exceptions raise but three questions, which will be considered in the order now set forth: (1) Whether there was error in excluding the testimony of the scrivener of the will; (2) whether there was error in sustaining the claim of the Norristown State Hospital; and (3) if the award to the hospital is found to be error whether the share of the estate in question should be awarded to the residuary legatees or to the next of kin.

On the first question, it appears the scrivener’s testimony excluded was to the effect: (1) That testator’s intention as expressed at the time the will was made- was, that he wanted his wife placed only in a German home and his directions in this regard were intended to be mandatory; (2) that testator, after his wife had been admitted to the Norristown State Hospital, declared he did not want any of his money to go to the hospital, and asked the scrivener if the will had to be changed, and, upon being advised that the provision in the will was inoperative, testator made no . change. The auditing judge concluded that the testimony was inadmissible for the following reasons, which we quote from his supplemental adjudication: “The intention of the testator must be found from what appears upon the face of the will and, while extrinsic evidence may be admitted to aid or explain, it must always relate to that which is embodied in the will. The control[513]*513ling principle regarding the admission of such testimony is that it cannot be received as evidence of the testator’s intention outside of and independent of the written words employed: Reinheimer’s Estate, 265 Pa. 185.

“The scrivener’s testimony as to his understanding of what the testator intended, as was said by Sharswood, J., in Willard’s Estate, 68 Pa. 327 — ‘would be in the teeth of every precedent, and a virtual repeal of the Act of Assembly, which requires all wills to be in writing.’ See also Dembinski’s Estate, 316 Pa. 61.”

We are of the opinion that the auditing judge has correctly stated and applied the controlling principles of law. A similar ruling was made by Lamorelle, P. J., in Blanche Cooper’s Estate, no. 1273 of 1931. The exceptions questioning the exclusion of this testimony are therefore dismissed.

We proceed to the consideration of the second question, whether there was error in awarding the legacy of one half of the residue of the estate to the Norristown State Hospital under the bequest to the “Home where my [decedent’s] wife was kept in her last years.”

The learned auditing judge in his second supplemental adjudication finds the following facts from the testimony: That the Norristown State Hospital was incorporated by the Act of May 5, 1876, P. L. 121, sec. 8, by the name “trustees of the State Hospital for the Insane of the Southeastern District of Pennsylvania . . .”. That section 9 provided “That this hospital shall be specially devoted to the reception, care and treatment of the indigent insane, and that . . . this class shall have precedence over paying patients.” That under The Administrative Code of April 9,1929, P. L. 177, sec. 202, the board of trustees is now a departmental administrative board in the Department of Welfare and designated the “Board of Trustees of Norristown State Hospital”. That decedent’s wife, who was 80 years of age, suffered from a senile mental disorder and that the kind of care of this type of patient was simply a matter of custody and seeing that they have suf[514]*514ficient to eat and proper physical conditions under which to live, such patients not being amenable to treatment. That, at the hospital there are a few hundred patients who are not restrained in their freedom to go about the hospital area. That the hospital admits persons eligible to old persons’ homes provided their mentality is impaired, who need closer supervision and care than such homes usually afford. However, patients when their mental impairment is cured may not remain at the Norristown State Hospital. Only persons whose mentality is impaired in some degree, whether slight or great, curable or incurable, are received and then only on commitment, voluntary or involuntary. The learned auditing judge then found that the Norristown State Hospital, while denominated a hospital and restricted to the mentally affected, “also performed the functions of a ‘Home’ for elderly persons who are mentally incompetent” and “that institution gives to aged persons” of the type of Mrs. Kirchner not treatment for their senile dementia, which is incurable, but care, food, and lodging, and that “it was a Home for the mentally incompetent; a refuge for those permanently incurable”, and awarded the bequest in question to it.

We have no doubt that, in the broadest sense of the word “Home”, the Norristown State Hospital might come within some aspects of the definition by the lexicographers which the auditing judge quoted, viz.:

In the New Century Dictionary, “Home” is defined as:

“. . . an institution for affording domestic comfort to the homeless, sick, infirm, etc.; an asylum . . .”.

In Webster’s New International Dictionary, it is defined as:

“A place of refuge and rest; hence, an asylum; as, a home for outcasts; a home for the blind . . .”.

We apprehend, however, the question for determination here is what did testator mean by the use of the word “Home”, not whether an asylum or a hospital might conceivably be called a home.

[515]

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Related

Dembinski's Estate
173 A. 314 (Supreme Court of Pennsylvania, 1934)
Desh's Estate
184 A. 111 (Supreme Court of Pennsylvania, 1936)
Umble's Estate
186 A. 75 (Supreme Court of Pennsylvania, 1936)
Willard's Estate
68 Pa. 327 (Supreme Court of Pennsylvania, 1871)
Reinheimer's Estate
108 A. 412 (Supreme Court of Pennsylvania, 1919)

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Bluebook (online)
39 Pa. D. & C. 510, 1940 Pa. Dist. & Cnty. Dec. LEXIS 247, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kirchners-estate-paorphctphilad-1940.