Mayer's Estate

137 A. 627, 289 Pa. 407, 1927 Pa. LEXIS 576
CourtSupreme Court of Pennsylvania
DecidedMarch 18, 1927
DocketAppeal, 68
StatusPublished
Cited by40 cases

This text of 137 A. 627 (Mayer'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
Mayer's Estate, 137 A. 627, 289 Pa. 407, 1927 Pa. LEXIS 576 (Pa. 1927).

Opinion

Opinion by

Mr. Justice Kephart,

Appellant petitioned the orphans’ court for a citation to show cause why legacies should not be paid with interest. The question arose under the will of Dr. Mayer of Johnstown, who died in 1920. As it relates to the question before us, the will directs that all “just debts consistent with the preservation of my estate be paid,” and, further, “It having been my ambition since early youth to furnish means by which some worthy child might secure a higher education, for that purpose I give and bequeath unto Duke Stouppe and Louise Stouppe......the sum of Five Thousand Dollars ($5,-000) each, to be considered a just debt, to be paid to ......their mother, to be held in trust for the persons as herein set forth.” Finally, “My estate shall be kept intact until the year 1930, at which time my entire estate shall be settled and divided.”

It was the contention of the mother, petitioner in the court below, that she was entitled to the full sum with interest at the present time. No account has been filed by the executrix. It was stated at the bar of the court that, at the time of the death of the testator, the estate was scarcely solvent; and the executrix, to carry out the purposes mentioned in the will, was required to be very careful in the conservation and administration of the estate. The court below found there was a *410 direct conflict between the direction to treat the gift in question as a “just debt,” and the last quoted provision of the will postponing distribution of the estate until 1930. For that reason it refused the petition, following the rule that, where contradictory clauses appear in a will, the last clause should take effect to the exclusion of any prior or inconsistent clauses. This principle of construction applies, however, only where the two clauses are clearly inconsistent: Phillips’s Est., 205 Pa. 504, 509; Sheetz’s Appeal, 82 Pa. 213, 217; Mutter’s Estate, 38 Pa. 314, 321.

In ascertaining the intent and purpose of a testator, as expressed by his will, we should, if possible, harmonize the language so as to give effect to what might apparently be inconsistent and repugnant clauses or provisions. We are not at liberty to disregard plain words and say they are meaningless, unless after a careful consideration of the entire instrument it is not possible to give them any meaning: Moore’s Estate, 241 Pa. 253, 257; McDevitt’s Appeal, 113 Pa. 103. In construing the language of a will, that testator’s intention may be ascertained with certainty, we are at liberty to seek assistance from the circumstances attending the decedent, such as the condition of the testator’s family, the amount and character of his property, and the objects of his bounty: Glasgow’s Estate (No. 1) 243 Pa. 613, 617; Arnold’s Estate, 240 Pa. 261, 265; Gilmore’s Estate, 154 Pa. 523, 530; Postlethwaite’s Appeal, 68 Pa. 477, 480; Rewalt v. Ulrich, 23 Pa. 388, 391; Crick’s Estate, 35 Pa. Superior Ct. 39, 46; Schouler on Wills (6th ed.), section 949.

When testator directed his “just debts to be paid,” he did an unnecessary act, since the law makes payment of debts mandatory, and no act of testator could defeat or defer this requirement. A time is limited by law within which an estate must be settled, and after the expiration of that time a creditor can force payment. Consequently, the direction in the will, to pay the debts

*411 “consistent -with the preservation of his estate,” would have no effect on actual debts, and the phrase would be legally meaningless as to them. Of course, it may be possible for the executrix to mdke some arrangement with creditors whereby payment may be delayed so as to preserve the estate, but that was not the purpose of this language. It was intended to lodge a certain discretion as to payment in the executrix, but, since that discretion could not be exercised as to debts due and payable, some other provision of the will must be sought to give effect to this language.

Testator calls the gift to the two children a “just debt.” What did he mean by this expression? Did he wish to place this gift as a debt within the class of debts that had a preference in the settlement of the decedent’s estate just discussed? If that was his idea it would be unavailing. He could not, in this fashion, create an obligation against the estate to the prejudice of debts existing at the time of his death, or of the widow’s interest. Had-a settlement of the estate occurred within the time allotted by law, this estate would not only have been seriously impaired, as we understand it, but it is very doubtful whether these legacies could have been paid in full. Testator, more than anyone, knew the condition of his estate and he must be presumed to have known the law.

If he could not create a debt on a parity with other debts of the estate, did he by the words used wish to emphasize to the world and his family the fact that, in making this gift, he placed it above charity, bounty and educational purposes, as at first expressed? By the use of these words, when comparing the quantity of his estate with his debts and the amount of this gift, he answered any and all questions concerning the gift. It was justly due to the children and the words “just debt” expressed .a security of purpose that denies further inquiry. His will speaks plainly, as it makes no disposition for his wife and children until after 1930, ex *412 cept some trifling bequests of jewelry; this claim is preferred before them in the settlement of the estate and may take a considerable part of it. The situation is somewhat analogous to the case of a voluntary bond, which is a debt legally chargeable against the estate of a testator, ranking after debts for value, but ahead of other legacies: Candor & Henderson’s App., 27 Pa. 119; Krell v. Codman, 154 Mass. 454, 28 N. E. 578.

Dr. Mayer was a physician of high standing in his community; he had an undoubted right to dispose of his property as he saw fit, provided his wife did not object, which she did not do, and his intention must not be defeated either by an unnecessary embarrassment of his estate or a too stringent enforcement of discretionary authority.

The will stated that it had been his ambition to give these worthy children a higher education. It is quite evident, if this purpose is to be carried out, that the beneficiaries should receive the education while they are “children” or during what is ordinarily termed “the educational period” for children. The children are now of an age when they should receive the benefit of higher education. If this claim is held until 1930, or, on the other hand, if it be immediately liquidated, the probabilities are that his purpose will be frustrated.

A survey of the will shows that the testator wanted to conserve his property as far as possible, consistent with carrying into effect other purposes of his will. At his death, the personal property was not sufficient to pay the debts. Testator further made his insurance payable to his estate to be used in liquidation of debts, but this amount also, added to the personal property, was insufficient. To further reduce the drain on the estate, the' wife, as executrix, was to receive a small salary, scarcely sufficient to keep her, and until 1930 she and her children were denied any right to participate in the estate, except for trifling bequests of jewelry.

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Bluebook (online)
137 A. 627, 289 Pa. 407, 1927 Pa. LEXIS 576, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mayers-estate-pa-1927.