Metzgar Estate

148 A.2d 895, 395 Pa. 322, 1959 Pa. LEXIS 620
CourtSupreme Court of Pennsylvania
DecidedMarch 16, 1959
DocketAppeal, 6
StatusPublished
Cited by18 cases

This text of 148 A.2d 895 (Metzgar 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
Metzgar Estate, 148 A.2d 895, 395 Pa. 322, 1959 Pa. LEXIS 620 (Pa. 1959).

Opinion

Opinion by

Mr. Justice Benjamin R. Jones,

Samuel Metzgar died February 19, 1955 survived by a sister, Savannah B. Paul, and nephews and nieces, children of deceased brothers and sisters. Under his last will — executed March 10, 1914 — he provided, inter alia: “I devise that all my property: Beal, and personal to my beloved wife, Ida Priscilla, during her life. And from and after her death to my Brothers and Sisters then living share and share alike”. .

The wife-life tenant died on December 16, 1936, 22 years after execution of the will and 19 years prior , to the testator’s death. When she died two sisters of the testator were then living, Mary E. Foreman and Savannah B. Paul. The former died in 1937, her- sole *324 survivor being a daughter, Mary I. Etienne. When testator died, he, (so far as herein pertinent), was survived by the one living sister, Savannah B. Paul, and the niece, Mary I. Etienne.

When testator’s personal representatives filed their account they suggested distribution of the balance of the estate to Savannah Paul on the theory that she alone had survived the testator, and thus constituted the only member of the class entitled to take. Mary Etienne claimed that, since her mother, Mary E. Lore-man, survived the life tenant, she, as the representative of her mother, was a member of the class, and was entitled to take one-half of the estate. She, accordingly, filed exceptions to the suggested distribution.

The court below referred the matter to an auditor who found that testator had intended to make a class gift, that membership in the class was fixed at the time of the wife-life tenant’s death, that the members of the class were Mary E. Loreman and Savannah Paul and recommended distribution of the balance of the estate equally between Savannah Paul and Mary E. Foreman’s only survivor, Mary Etienne. The court below adopted the auditor’s recommendations and entered a decree dividing the estate equally between Savannah Paul and Mary Etienne. From this decree Savannah Paul took this appeal.

The sole question herein presented is whether under the language of this will membership in the class of takers was to be ascertained at the time of the life-tenant’s, or the testator’s, death. Any discussion of whether the interest of the testator’s brothers and sisters under this will was vested or contingent would seem academic in view of the testamentary requirement that the takers must survive to a certain time or event; whether the interest be vested or contingent, if the taker failed to survive, his or her interest would be destroyed. See, e. g., Buzby’s Appeal, 61 Pa. 111.

*325 An examination of this will reveals clearly the testator’s intent in several respects: (1) testator’s wife was the primary object of his bounty and until her death occurred no one was to share in testator’s property; (2) the factual situation which testator contemplated when he made his will was entirely different from that which actually occurred, i.e., his wife did not survive him; 1 (3) not all, but only some, of his brothers and sisters were to share in his estate, i.e., only those brothers and sisters who survived a certain event. It is our problem, if possible, to fix that event.

In the absence of a contrary intention apparent from the language and terms of the will, the rule in this Commonwealth has been that survivorship is to be determined as of the date of the testator’s death; Johnson v. Morton, 10 Pa. 245; Ross v. Drake, 37 Pa. 373; Woelpper’s Appeal, 126 Pa. 562, 17 A. 870; Black v. Woods, 213 Pa. 583, 63 A. 129; Kohl v. Kepler, 266 Pa. 522, 110 A. 239; Morris’s Estate, 270 Pa. 120, 113 A. 61; Nass’s Estate, 320 Pa. 380, 182 A. 401.

However, this rule is one of construction and therefore must yield to the actual intent of a testator if the expression of such intent can be garnered from the language of the will. As Mr. Justice Mitchell well stated in Woelpper’s Appeal, supra, (p. 572) : “With the desire to reduce to a minimum the perplexity and uncertainty inseparable from the subject, courts have established certain more or less artificial and arbitrary canons of construction, by which certain forms of expression are presumed to have certain meanings, and in doubtful cases these presumptions are held to be decisive. But all of these canons are subservient to the great rule as to intent, and are made to aid, not to override it. As in all such cases, care is required that *326 tools shall not become fetters, and that the real end shall not be sacrificed to what was intended only as the means of reaching it.”

Section 14(4) of the Wills Act of 1947 2 provides: . . In the absence of a contrary intent appearing therein, wills shall be construed as to real and personal estate in accordance with the following rules: . . .

' “(4) Meaning of ‘Heirs’' and ‘Next of Kin,’ etc.; Time of Ascertaining Class. A devise or bequest of real or personal estate, whether directly or in trust, to the testator’s or another designated person’s ‘heirs’ or ‘next of kin’ or ‘relatives’ or ‘family’ or to ‘the persons thereunto entitled under the intestate laws’ or to persons described by words of similar import, shall mean those persons, including the spouse, who would take under the intestate laws if the testator or other designated person were to die intestate at the time when such class is to be ascertained, a resident of the Commonwealth, and owning the estate so devised or bequeathed: Provided, however, That the share of a spouse, other than the spouse of the testator, shall not include the ten thousand dollar allowance under the intestate laws. The time when sueh class is to he ascertained shall he the time when the devise or bequest is to take effect in enjoyment.” (Emphasis supplied). This statutory provision applies only to class gifts and then only to such class gifts as fall fairly within the statutory language. The instant gift is a class gift and “brothers and sisters” are sufficiently “words of similar import” to bring the instant gift within the statutory' provision. Here again, however, the statutory rule must yield if within the four corners of this Avill a contrary intent appears.

Under the testamentary scheme of this will testator’s brothers and sisters are to take only “from and after *327 [the life tenant’s] death”: . The will then goes on to provide that only such brothers and sisters shall take who shall be “then living”. The word “then” becomes all important; sometimes employed as an adverb of time, at other times it is employed as a reference to an event. Our courts have interpreted “then” in various ways depending upon its use and position in the will and the purpose for which its interpretation is sought: in Buzby’s Appeal, 61 Pa. 111, the word “then” was held to refer to the testator’s, not the life tenant’s, death; in Wood v. Schoen,

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Bluebook (online)
148 A.2d 895, 395 Pa. 322, 1959 Pa. LEXIS 620, Counsel Stack Legal Research, https://law.counselstack.com/opinion/metzgar-estate-pa-1959.