Levy's Estate

25 A. 1068, 153 Pa. 174, 1893 Pa. LEXIS 1070
CourtSupreme Court of Pennsylvania
DecidedFebruary 13, 1893
DocketAppeal, No. 34
StatusPublished
Cited by6 cases

This text of 25 A. 1068 (Levy's Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Levy's Estate, 25 A. 1068, 153 Pa. 174, 1893 Pa. LEXIS 1070 (Pa. 1893).

Opinion

Opinion by

Mr. Justice Dean,

In December, 1867, John P. Levy died, leaving a widow, Mary Ann, and four children, Medora L., Mary Ann, Annie E., and Edward. The value of his estate at his death does not appear, but at the date of the adjudication in the orphans’ court, December, 1891, it was over six hundred thousand dollars ($600,000). On the 11th of September, 1867, about three months before his death, he made a will which, except as to some small bequests, withheld the capital of his estate from his children until the death of his .wife. The will is a long one; it contains thirty-five separate items, stuffed with legal verbiage by one, apparently, not skilled in its use, and who perhaps had not a very clear understanding of its legal effect. However this may be, the testator, notwithstanding the many words used, has made manifest his intention with reasonable certaintjr, so far, at least, as concerns the dispute now before us.

The first twelve items of the will make bequests to his mother, brother, sisters, nieces, friend and church; then comes the thirteenth as follows:

“ I give, devise, and bequeath after paying the before mentioned bequests and annuities, to my beloved wife, Mary Ann, for ber sole and separate use during her natural life, all the rents, issues, profits, interest, income, and dividends of all the rest, residue, and remainder of my estate real and personal wherever and wheresoever situated, and which I shall die seized, possessed and entitled to, she to pay all and every claim for taxes, assessments, and water rents, and keep all my real estate in good order and condition.”

The wife survived her husband more than twenty-three years. During that time she received the income bequeathed to her, except the sum of one hundred and fifty-five thousand, eight hundred and eighty-five dollars ($165,885), which at her death was still in the hands of the executors of her husband’s will, who are also trustees of the residuary estate. On adjudication of the accounts of the executors in the orphans’ court, the trustees claimed this fund as part of the residuary estate. But Mrs. Levy had made a will disposing of all her estate, and her administratrix c. t. a. claimed the same fund. The court decided it was Mrs. Levy’s and awarded it to her administratrix, and from this decree the trustees took this appeal.

[177]*177The right to the fund depends on the legal effect to be given, the will of John P. Levy. His intention, in the thirteenth item just quoted, is to make an absolute gift of the whole income of his residuary estate to his wife during her life; but his intention is not to be ascertained from this item alone, but from what he says on the same subject in the whole will. In item thirty-one he says:

“ In order to prevent misunderstanding in the construction of the bequest to my wife, it is not my intention to empower her to dispose of any part or portion of the interest and income of my estate bequeathed to her during her lifetime by any last will and testament she may make and execute, but that the same shall remain her support and maintenance. Any portion of the said income not so used to be considered part of my residuary estate.”

In this he recognizes the absolute nature of the gift in the thirteenth item; realizes that by the words there used her power over it is unlimited; therefore he will restrict her power to this extent; — she shall not will a part of the income. The words, “ the same shall remain her support and maintenance,” in the connection here, have no further significance than to disclose the testator’s motive for the gift. Now, having taken away from her the power to dispose of any part not so used by-will, he gives that part to his residuary legatees.

So far as concerns these two items, they manifest inconsistent intentions; the thirteenth is as absolute a gift of personalty as language can express; the thirty-first prohibits the exercise of testamentary disposition, one of the essential attributes of absolute ownership.

We have in them not obscurity or doubtful intention, but two opposite intents positively expressed. The question now is, not what is the intent, but what shall be the effect of the intention as expressed? In such case the predominant or paramount intent shall control and the subordinate or particular intent give way. What is the paramount intent? We think a candid consideration of the will leads to the conclusion that it is to give absolutely to the wife the income. The language used in the thirteenth item admits of no other interpretation than that of an absolute gift. Nor is this interpretation in the least qualified by the words used in the fourteenth, fifteenth, [178]*178sixteenth, and seventeenth items, where he gives for each of his children their respective shares of his estate, and says: “ Together with the full one fourth part or share of all my personal estate not disposed of by my wife during her lifetime for her own use and benefit.” The possibility that she may not dispose of it is suggested; if she does not he does ; but there is no hint of intention to restrict her use of it or her power of disposition.

In the twenty-third item he directs that certain money shall be invested and the interest paid to her during “ all the term of her natural life; ” as to this much of the income a repetition of the unrestricted gift in item thirteen. In the thirty-fifth and last item of his will he recognizes the absolute nature of the gift first made in the thirteenth item in these words: “ In case my wife, Mary Ann, shall at any time after my decease enter into and again be married, I order and direct that the bequest giving to her all the rents, issues and profits of all and every part of all my real and personal estate during her lifetime shall cease and determine; and in lieu thereof I give, devise, and bequeath, during her lifetime, the full one third part' or share of the income and profit of all my real and personal estate.”

This, although coming after the prohibition of testamentary power in the thirty-first item, attempts no restriction as to what may not have been used, nor is any sought to be imposed on the one third which takes its place.

Then the bequest of the rents, issues, profits, income and dividends is directly to her; of the eleven personal bequests and legacies to wife, children, relatives, and friend, all are in trust except this one; the power conferred by a legal title as to the others is withheld; the unrestricted use incident to possession is not given. To her, the gift is not for her support and maintenance, nor to a trustee for her support and maintenance, but it is of the income of the estate directly to her “ for her sole and separate use during her natural life.” The principal is hedged round with guards for its preservation and fruitfulness, that it may yield, during her natural life, the income intended for her; and all the important bequests which in any way touch the principal, or interrupt the income, take effect only “ after the decease of my beloved wife.”

[179]*179With this obvious predominant thought, of an absolute gift to his wife, in the mind of the testator thus manifested, he injects the subordinate particular intent disclosed in the thirty-first item; he will deprive her of the power of testamentary disposition as to part of that which he has given; that power he will himself enjoy; he gives absolutely the whole to one, then part of it to another. We think he had no part then to give; for it is impossible to distinguish this case in principle from Jauretche v.

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Bluebook (online)
25 A. 1068, 153 Pa. 174, 1893 Pa. LEXIS 1070, Counsel Stack Legal Research, https://law.counselstack.com/opinion/levys-estate-pa-1893.