Mengel's Estate

145 A. 715, 296 Pa. 99, 1929 Pa. LEXIS 483
CourtSupreme Court of Pennsylvania
DecidedJanuary 29, 1929
DocketAppeal, 98
StatusPublished
Cited by2 cases

This text of 145 A. 715 (Mengel'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
Mengel's Estate, 145 A. 715, 296 Pa. 99, 1929 Pa. LEXIS 483 (Pa. 1929).

Opinion

Opinion by

Mr. Justice Frazer,

This case comes here on appeal from a decree of the Orphans’ Conrt of Berks County, dismissing exceptions filed by appellant to the auditing judge’s report confirming absolutely the adjudication of the estate of Arthur R. Mengel, who became in his school days an amateur postage stamp collector and at the time of his death was an extensive dealer in issues of domestic and foreign postage stamps and owner of important permanent collections. His estate consisted wholly of personal property, of which his stamps formed the most valuable part. He left a will dated July 3,1916, in which he bequeathed his entire collection of stamps, coins and all his books to Levi W. Mengel, his father, and the residue and remainder of his estate to Mary E. Mengel, his mother, appellant here. When about to undergo a surgical operation, he wrote and deposited with his belongings three letters, one to his attorney, another to his father and the third to his mother, all of even date, July 18, 1924. These letters, admitted to probate as codicils to his will, were plainly testamentary writings, and while they contain directions deviating from and conflicting with the provisions of his will, they also comprise, as the court below finds, directions wholly contradictory to others therein set forth and dispositions too ambiguous to be put into effect. By the letter to his mother he gives her “gold pieces” included by the terms of the will of 1916 in the coin collection bequeathed to his father, and he directs that designated volumes containing stamps be given to his father from the collection of stamps already left him by the will. From the same collection he specifies several of the most valuable stamps to be given his mother. The difficulty here arose chiefly out of the ineffectual efforts of the auditing judge and court below to reconcile the descriptions and locations of the albums, disposed of to the mother, as they are set forth in testator’s letters of 1924, with the actual appearance and locations of the various albums found at the time the inventory *102 and appraisement of Ms assets were made after Ms death. The particular albums mentioned in the letters were not discernibly separable from the numerous other volumes comprised in his stock and collections of stamps. Under these conditions, in the final decree of distribution, the stamps were divided into two general classes— testator’s personal permanent stamp “collection,” and “stock stamps,” gathered and held for sale and exchange. In his will he had bequeathed his “entire” “collection” of stamps to his father, and following this testamentary direction, distribution of the “collection” was made to the father, and the “stock” stamps to the mother, as inclusive in the residuary bequest. The contention of appellant is that albums disposed of by the codicil to Mrs. Mengel could have and should have been positively identified and located among testator’s assets, that these thus identified should have been given to her, and that the court below erred in concluding identification had not been made.

As there is but one question presented for our determination, that relative to identification and disposition of the stamps given in the letters to the mother by the terms of decedent’s codicil, we need refer in the course of our review of the case only to certain phases of it bearing upon that question.

As the court below properly found, the letters are unquestionably testamentary writings and show, by their distinctly expressed terms, that they are to be taken as codicils to the will of 1916 and not as supplanting that instrument, and are accordingly to be read together as a single instrument or codicil, since they bear the same date and manifest no successive exception. While the court found it impossible to reconcile portions of the directions in the letters with a fair and proper distribution of the estate, the letters establish the important fact that the paramount intent of the will of 1916, as well as that of the codicil, was to make, as far as possible, an equality of distribution of his property between *103 Ms parents. In Ms letters lie refers to Ms will as the guide for the disposition of Ms estate. To Ms lawyer lie writes: “You have my will and know what I want...... You know the conditions and I have tried to divide things equally.” In Ms letter to Ms mother he says: “My will as you know is at Mr. Fisher’s office. I haven’t seen it for some time but I think it O. K.” Undoubtedly then the controlling intent of testator is plain, and the codicil must be construed in the light of that intent, supporting it where it is possible and deviating from it only when necesary to give effect to the clearly expressed and changed intent of the codicil: Baugh’s Est., 288 Pa. 308, 311. Unfortunately, while the intent is here obvious, contradictions and obscurities found in the codicil and consequent impossibility of reconciling identification therein of gifts, — albums or volumes of stamps,— with stamps and albums subsequently found in his residence after his death, necessarily and inevitably brought about a failure to carry out the exact directions of the codicil. The court below cites and follows the rules of construction set forth in Wise v. Rupp, 269 Pa. 505, 508: “The courts are not permitted to supply what the testator has failed to indicate; and if, after every endeavor, the judicial expositor finds himself unable, in regard to any material fact, to penetrate through the obscurity in which the testator has involved his intention, the failure of the intended disposition is the inevitable consequence.”

Testator was a young man at the time of his death, had been from boyhood an ardent collector of stamps and had eventually built up a rather extensive business as a dealer and collector. With characteristic boyish indifference and negligence he had kept his supplies and albums without regard to order as to location. This fact was at once apparent when the inventory and appraisement were made. Identification of particular stamps and volumes of stamps described and located in his letters was impossible, either as to subject-matter or *104 location. His mother, testifying to the manner in which his stamps were kept in his lifetime, said: “He had them scattered all over the different rooms he used — some on the table and at other places. The valuable ones he always kept in those boxes locked, and he kept one bookcase locked. But the stamps he was working on were loose, scattered all over the place.” After his death, efforts were made, by various persons, to find and identify the exact books of stamps mentioned in his letters to be given his mother, as well as those to go to the father; no identification, however, could be clearly made. His attorney, to whom one of his letters was addressed, testified to the disorder in which the stamps and albums and other property were found after testator’s death, as follows: “The dresser was littered up with all kinds of paper;......you could hardly get through the room; ......the stamp albums were scattered all over the place.” This witness, himself an amateur stamp collector, was unable to identify the volumes of stamps specifically mentioned in the codicil. Similar testimony was given by other witnesses.

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Bluebook (online)
145 A. 715, 296 Pa. 99, 1929 Pa. LEXIS 483, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mengels-estate-pa-1929.