Mebus's Estate

117 A. 340, 273 Pa. 505, 1922 Pa. LEXIS 606
CourtSupreme Court of Pennsylvania
DecidedApril 10, 1922
DocketAppeal, No. 129
StatusPublished
Cited by11 cases

This text of 117 A. 340 (Mebus'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
Mebus's Estate, 117 A. 340, 273 Pa. 505, 1922 Pa. LEXIS 606 (Pa. 1922).

Opinion

Opinion by

Mr. Chief Justice Moschzisker,

We have before us the question of the proper construction to be placed on the will of Christiana Mebus, late of Easton, Pa., deceased, which was made prior to the Act [509]*509of July 9, 1897, P. L. 213 (iu reference to definite and indefinite failure of issue) ; a copy of those portions of the will which are here involved may be found in the Reporter’s notes published in connection with this opinion. On the adjudication of an account, in the estate of the testatrix, the auditor and the court below determined that a fund, derived from the sale of real estate, and so accounted for, together with another piece of like property, which was ripe for distribution, belonged to persons other than Sarah E. Mebus, widow of a son of decedent, and ordered distribution accordingly; whereupon the latter filed this appeal.

Christiana Mebus, the testatrix, a widow, died September 1, 1896, leaving the following children: Mary C., the wife of A. N. Richards, Frederick L. Mebus, and J. Walter Mebus. These three, who were named as executors, survived their mother; but all of them died without issue. After the death of Frederick L. Mebus (the last of the three to die), his widow, Sarah E. Mebus, the present appellant, was appointed administratrix d. b. n. c. t. a. of the estate of Christiana Mebus, deceased, and, in that capacity, filed the account now before us.

Mrs. Mebus charges herself with a fund of $10,000, derived from the sale of a property on “Third Street,” devised by testatrix, in the fourth item of her will, to Frederick L. Mebus; which real estate was sold by the latter, shortly before his death, the deed of conveyance being executed by him both in his individual capacity and as surviving executor of his mother’s estate. In order to make distribution to those entitled under the will of Christiana Mebus, deceased, the court below also conceived it necessary to pass upon the question of the ownership of a property on “Pine Street,” devised by testatrix in the third item of her will, this being the sole piece of real estate remaining undisposed of at the time of Frederick’s decease. These two properties are the only real estate brought into the account for adjudication.

[510]*510The determination reached was that both the fund in question and any money which might be derived from the Pine Street property belonged, and was distributable, to the lawful heirs of Catharine Lewers and Susannah Messer, the sisters of testatrix, named in the seventh item of her will.

We are not directly concerned, on this appeal, with any question as to the other pieces of real estate mentioned in testatrix’s will; but, in order to determine the propriety of the decree from which this appeal was taken, we must examine the writing as a whole.

In the third item of her will, testatrix devised the Pine Street property to her daughter Mary, providing in immediate connection therewith as follows: “To have and to hold the same, the aforesaid described real estate, unto my said daughter Mary C., for and during the term of her natural life only, and, at and immediately upon her death, I give devise and bequeathe the same to her lawful issue if any, and if she dies without issue, then I give, devise and bequeath the same to her surviving brothers.”

In the fourth item of her will, testatrix devises the property on Third Street, from which the fund of $10,000 was derived, to her son Frederick L. Mebus, providing in immediate connection therewith as follows: “To have and to hold the same to him for and during the term of his natural life only, and, upon his death, I give, devise and bequeathe the same to his lawful issue, if any, if none, then to his surviving sister and brother.”

In the fifth item of her will, testatrix devises other real estate to her son J. Walter Mebus, providing in immediate connection therewith as follows: “To have and to hold the same to him for and during the term of his natural life only, and, upon his death, I give, devise and bequeathe the same to his lawful issue, if any, and in default of issue, to his surviving brother and sister.”

“It is conceded by both sides to this controversy that the legal import [of the above quoted provisions] isiden[511]*511tical,” appellant and appellees, in their respective paper-books, so agreeing.

Mrs. Mebus contends, taking up the devise to Frederick, that testatrix evidently meant to provide therein against the possibility of the devisee dying in her, the testatrix’s, lifetime, and that, in such event, the property devised to him should go to his issue, treating the first taker as a source of inheritance, thus providing for an indefinite failure of issue, vesting in the devisee an estate-tail, which, under the Act of April 27, 1855, P. L. 368, would be turned into a fee simple. In this way, appellant claims, the Third Street property, from which the $10,000 was derived, belonged to her late husband, Frederick L. Mebus, and the fund before the court is now payable to her by virtue of the will of the latter. As to the Pine Street property, devised in the third item of testatrix’s will to Mary, appellant contends that, upon the death of the devisee without issue, this real estate became vested in Frederick, as the sole surviving brother of Mary, and, the limitation to such surviving brother (in the will of Christiana Mebus, deceased), being without any words to designate what estate he was to have, Frederick took in fee, by virtue of section 9 of the Act of April 8, 1833, P. L. 249, and appellant became entitled to the property under her brother’s will. As before indicated, botli of these contentions were overruled by the court below.

It is somewhat difficult to reconcile Mrs. Mebus’s claims. If Frederick took an estate in fee in the properties originally devised to him, then, equally, Mary must have done likewise in those devised to her; and, if she had an estate in fee, there could be no remainder to her surviving brothers. Hence, upon the death of Mary, Frederick would have taken no interest in the property devised to her, she having willed all her estate to others. It is not necessary to further consider this aspect of the matter, however, since we agree with the court below that Mary and Frederick had but life estates, both in the [512]*512properties devised to them individually and in those which they might take as surviving cross-remaindermen.

There can be no doubt testatrix intended to give each of her children life estates “only,” for, in the third, fourth and fifth paragraphs of her will, she expressly so states; but, if she likewise intended that the issue of her children should take from the latter as a source of inheritable succession, this last mentioned intention would control and give to each child an estate-tail, which, by the Act of 1855, became a fee simple. Therefore, a preliminary question to be solved is, Did testatrix mean to employ the word “issue” as indicating a line of inheritance from the devisee, or merely as a description of the persons to take from her, the testatrix? In other words, Did she intend an indefinite failure of issue? Again, in this connection, Did she contemplate and intend to provide for the event of her children dying after her, without leaving any issue surviving them at the time of their death, or did she merely intend to provide for the contingency of their death in her own lifetime?

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Cite This Page — Counsel Stack

Bluebook (online)
117 A. 340, 273 Pa. 505, 1922 Pa. LEXIS 606, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mebuss-estate-pa-1922.