Lockhart's Estate

21 Pa. D. & C. 598, 1934 Pa. Dist. & Cnty. Dec. LEXIS 174
CourtPennsylvania Orphans' Court, Washington County
DecidedApril 9, 1934
StatusPublished

This text of 21 Pa. D. & C. 598 (Lockhart's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Washington County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lockhart's Estate, 21 Pa. D. & C. 598, 1934 Pa. Dist. & Cnty. Dec. LEXIS 174 (Pa. Super. Ct. 1934).

Opinion

Crumrine, P. J.,

Ciará B. K. Lockhart died December 1,1931, leaving a will dated January 21, 1929. Her husband had predeceased her, and she left no children.

After certain specific bequests, the testatrix leaves the residue of her estate [599]*599to Citizens National Bank of Washington, Pa., as trustee to convert her estate, or such part as may he considered necessary, into cash, and invest and reinvest the same. In this connection, she gives specific directions as to the holding, leasing, and general control of her real estate.

Then, in item 7 of the will, she provides as follows:

“7. It being my will and desire that the income from my estate shall be used for the furtherance and benefit of the humane treatment of animals and to that end I direct
“ (a) That my Trustee shall turn over each six months, after payment of the taxes, insurance and necessary administration expenses, to The American Humane Association, with headquarters at Albany, New York, the net income from my estate. It is my desire that The American Humane Association utilize ‘Dixie Farm’ as a shelter and rest farm and to employ such help and to purchase such equipment as is necessary to carry out this plan. I also desire the American Humane Association to devote such portion of my income to the employment of not less than one humane officer or officers as it may deem necessary to enforce the laws for the prevention of cruelty to animals in Washington County. Said work to include the home animals such as dogs, cats, .etc., and farm animals, such as horses, cows, sheep, mules, etc., and where the same are improperly kept and where it is not practical to keep the same on ‘Dixie Farm’ that the same shall be humanely killed and sanitarily disposed of. The balance of the income from my estate shall be utilized by the American Humane Association for the furtherance of its work for animal protection, and as far as practicable to apply a great portion of said balance in the furtherance of humane education by reaching children directly and impressing the importance of such matters. It is my desire that my estate be administered in the manner heretofore indicated for the purpose of an example of kindness and consideration of the rights of others.
“ (b) That my Trustee hereinafter named lease the surface of my farm or any part thereof in Buffalo Township, containing 155 acres, more or less, and known as ‘Dixie Farm’ to ‘The American Humane Association’, of Albany, New York, for a trial period of ten years at an annual rental of One ($1.00) per year, to be conducted during that period by the said Association as a shelter and rest farm for large and small animals, and said lease to be extended from time to time to said Association as long as the farm or any part thereof is used for this purpose as hereinafter set forth. Said Association shall have full control of the operation and use of the surface with the permission to alter, add to or tear down the buildings upon the place in order to properly develop the farm or any part thereof as a shelter and rest farm for small and large animals, and should any profit accrue from the operation of said farm it shall be regarded as a part of the income of my estate.
“ (c) At the end of the said ten years trial period to be computed from the time of my death, it is my will that all facts concerning the operation of the said ‘Dixie Farm’ as a shelter or rest farm shall be submitted to the Judge of the Orphans’ Court of Washington County, Pennsylvania, to the end that he may decide as to whether it is practical to continue the operations of the surface of said ‘Dixie Farm’ as a shelter and rest farm for domestic animals or whether the same should be abandoned for that purpose. If, in his opinion, the ten year trial period has not been sufficient, I hereby authorize him to extend the same for an additional trial period of five years, and so on, and at the end of any period the matter may again be submitted to the Judge of the Orphans’ Court. Should the said Judge approve the plan, after hearing the facts, it is my desire that on petition of my Trustees or the Association, the matter may be again [600]*600submitted to him at the end of any five year period. The Judge of the Orphans’ Court at the end of any of the periods herein indicated, after hearing the testimony, shall be the sole judge and his decision shall be final as to whether or not the use of the ‘Dixie Farm’ or any part thereof shall be continued as a rest and shelter farm for domestic animals, and should he decide that the same was impractical and should be abandoned for this purpose, it is then my will and I hereby direct my Trustee to retain as a part of the corpus of my estate the surface of said ‘Dixie Farm’ and handle the surface of said farm in any manner which in its discretion will seem advisable and any income derived therefrom shall be considered income of my estate.”

After nominating Citizens National Bank as her executor and trustee, she again summarizes its powers, in numbered paragraphs, the fourth of which reads as follows:

“4. It is my will and intention that my said Executor and Trustee shall in so far as possible be possessed of full power to act in and about the management of my estate, consulting with Marriner, Wiley & Wiley, as counsel for said estate, exactly as I might or could do if living, taking into consideration at all times my intention of carrying out the work which is hereinbefore mentioned for my estate.”

The will is witnessed by Mary G. Driehorst and John F. Wiley. John F. Wiley is a member of the law firm of Marriner & Wiley, now representing the accountant, and was, at the time the will was drawn, a member of the firm of Marriner, Wiley & Wiley, referred to in subparagraph 4, last above quoted.

Although the will bears date January 21, 1929, it was actually executed about July 8,1929. It was dated back because, at the time the will was executed, Mrs. Lockhart’s attorney explained to her that if she should die within 30 days from the date of its execution the bequest to charity would fail. With this information, the decedent insisted on using a date 6 months prior to that of the actual execution.

The decedent was an elderly woman at the time of her death. She had always been peculiarly attached to and interested in animals, and this interest became more pronounced in her later years.

The foregoing are the salient facts.

The matter comes before us at the audit of the executor’s account in the form of exceptions to that part of the audit petition which suggests the award of the residue to the testamentary trustee for the charitable purposes set forth in the will.

These exceptions really amount to an argument advanced by the heirs of the decedent that the trust established by the will should fall, an intestacy be declared as to the residue, and distribution be made to the heirs at law. The four propositions advanced are as follows:

“1. The devise and bequest to Citizens National Bank, Washington, Pa., in trust, in decedent’s will contained is void as a violation of the rule against perpetuities unless the same should be deemed to be a charitable trust.
“2. If the trust attempted to be created by said will should be deemed to be a charitable trust, the same is void because the said will was not attested by two disinterested witnesses as required by the Wills Act of 1917.
“3.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re the Accounting of Caldwell
80 N.E. 663 (New York Court of Appeals, 1907)
Bates's Estate
134 A. 513 (Supreme Court of Pennsylvania, 1926)
Snyder v. Bull
17 Pa. 54 (Supreme Court of Pennsylvania, 1851)
Combs' & Hankinson's Appeal
105 Pa. 155 (Supreme Court of Pennsylvania, 1884)
Fire Insurance Patrol v. Boyd
15 A. 553 (Supreme Court of Pennsylvania, 1888)
Jordan's Estate
29 A. 3 (Supreme Court of Pennsylvania, 1894)
Dulles's Estate
67 A. 49 (Supreme Court of Pennsylvania, 1907)
Kessler's Estate
70 A. 770 (Supreme Court of Pennsylvania, 1908)
Ashman's Estate
72 A. 899 (Supreme Court of Pennsylvania, 1909)
Johnson's Estate
94 A. 1082 (Supreme Court of Pennsylvania, 1915)
Estate of Smith
22 A. 916 (Philadelphia County Orphans' Court, 1891)

Cite This Page — Counsel Stack

Bluebook (online)
21 Pa. D. & C. 598, 1934 Pa. Dist. & Cnty. Dec. LEXIS 174, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lockharts-estate-paorphctwashin-1934.