Miller's Estate

186 A. 99, 323 Pa. 9, 1936 Pa. LEXIS 854
CourtSupreme Court of Pennsylvania
DecidedApril 20, 1936
DocketAppeal, 197
StatusPublished
Cited by14 cases

This text of 186 A. 99 (Miller'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
Miller's Estate, 186 A. 99, 323 Pa. 9, 1936 Pa. LEXIS 854 (Pa. 1936).

Opinion

Opinion by

Mr. Justice Drew,

James S. Miller died on December 31, 1924, leaving a last will and testament dated December 7, 1900. After directing his executor to pay debts and to satisfy out of personalty any mortgages which might encumber bis real *11 estate at the time of his decease, testator provided as follows:

“Item: I give, devise and bequeath unto my wife, Rachael Sinclair Miller, such portion and share of my real and personal estate as she might be entitled to by the Intestate Laws of the State of Pennsylvania.
“Item: I give and devise unto my son, George M. Miller, my mill property and about four hundred Acres of land at Bear Creek, Luzerne County, Pennsylvania, complete, he to pay therefor the sum of Six Thousand Dollars to my Estate — that being the amount at which I value the same.
“Item: All the rest, residue and remainder of my real estate I desire shall be held by my executor hereinafter named; he to lease and rent the same for the best interests of my estate and to pay over out of said rentals the one-third clear, the net income thereof, after payment of all costs of repairs, insurance and costs of collection, &c., unto my wife, Rachael Sinclair Miller, and the remaining two-thirds thereof to retain as his share or portion for and during the time of his natural life, and the life of my said wife, Rachael Sinclair Miller, But .under no consideration shall my said Real Estate be sold during the lifetime of my said son, George M. Miller, or my said wife, Rachael Sinclair Miller.
“If my said son should die before my said wife then the said two-thirds of the said net income from said Real Estate shall be paid to his child or children then living, share and share alike, and the other one-third thereof unto my said wife. If my said wife should die before my said son, George, then the whole net income to go to my said son, George M. Miller.”

The will then provided for the sale of the testator’s realty upon the death of the survivor of his wife and son and for the distribution of the proceeds of the conversion to the latter’s children then living, failing in which the fund was to go to the testator’s brothers and sisters or *12 their descendants. Decedent’s son was appointed executor of the will.

At the time of the execution of the will testator’s family consisted of a second wife, then about sixty-four years of age, a son by a former marriage, and a granddaughter. When he died in 1924 there was an additional granddaughter. Shortly after the death of her husband the widow was adjudged weak-minded and a guardian was appointed for her estate. The guardian unsuccessfully sought permission to file an election to take against the will.

We are here concerned with the distribution of the net income of the real estate from January 14,1928, the date of the widow’s death, until the son’s death on May 12, 1933. The personal representatives of the son claim the entire fund, while the executor of the widow’s estate, on behalf of her descendants by a former marriage, claims that he is entitled to one half. The solution of the controversy involves a construction of the terms of the testator’s will with a view to ascertaining the interest taken by the widow in the decedent’s realty. Did she take a one-third interest for life, as provided by article I, of section 1, of the Act of April 8, 1833, P. L. 315, 1 in force at the time the will was executed, or did she take, at the minimum, one half absolutely, under section 1 (a) of the Act of June 7, 1917, P. L. 429, 2 in effect at the death of the testator? The court below held that she took one half of the real estate absolutely and that her personal representative was therefore entitled to one half of the *13 rents now in dispute. From the overruling of exceptions to the decree so entered the executrices of the estate of the testator’s son have appealed.

Paramount in the construction of any will is the actual intention of the testator, and the ascertainment of that intention is, in the last analysis, the province of the courts: Byrne’s Estate, 320 Pa. 513. The intention is to be gathered from the entire will, read as a connected whole, rather than from the terms of a particular or isolated devise, which, regarded alone, might be inconsistent with the testator’s obvious testamentary scheme: Bumm’s Estate, 306 Pa. 269; Murray’s Estate, 313 Pa. 359; Conner’s Estate (No. 2), 318 Pa. 150. In ascertaining the intention of the testator his will is to be construed as of the date of its execution: Peterson’s Estate, 242 Pa. 330; Thompson v. Wanamaker’s Trustee, 268 Pa. 203; Whiteside’s Estate, 302 Pa. 452. It must be read and its meaning interpreted in the light of the circumstances by which the testator was surrounded when he made it and by which he was very probably influenced, chief among which are the condition of his family, the .natural objects of his bounty, and the amount and character of his property: Hermann's Estate, 220 Pa. 52; Frisbie’s Estate, 266 Pa. 574; Brooklyn Trust Co. v. Warrington, 277 Pa. 204; Mayer’s Estate, 289 Pa. 407. An application of these principles cannot but lead to the conclusion that the will of the present decedent discloses a clear intention to restrict his wife’s share in his real estate to a one-third interest for life.

Uppermost in the testator’s mind was his real estate, its preservation intact during the lives of his widow and. son, and its final sale, to be followed by a distribution of the proceeds among his own grandchildren, to the exclusion of his wife and her issue by a former marriage. It seems clear to us that it was merely by way of introduction that he first directed that his wife should receive such share of his realty as she might be entitled to under the intestate laws. It is apparent from the two para *14 graphs immediately following that the testator still had in mind the whole of his real estate. After making provision for the purchase of the Luzerne County mill property by his son, he proceeded to direct that “all the rest, residue and remainder of [the] real estate” be held intact during the lives of his wife and son, making provision for the distribution of the income during that time. At this point he specifically stated just what his wife’s share was to be, and that share was identical with the provision made by the intestate laws then in force. Under the circumstances the subsequent devise to the wife of a one-third interest for life was not cumulative but repetitious, and in explanation of the original devise. Such an interpretation is not only plainly evident, but it is also in accord with the constructional rule that “In the absence of internal evidence of intent, . . . where two legacies of quantity of equal amount are bequeathed to the same legatee in one and the same instrument, the second bequest is regarded as mere repetition and the beneficiary takes but one legacy”: Kessler’s Estate, 288 Pa. 91, at page 95;

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Cite This Page — Counsel Stack

Bluebook (online)
186 A. 99, 323 Pa. 9, 1936 Pa. LEXIS 854, Counsel Stack Legal Research, https://law.counselstack.com/opinion/millers-estate-pa-1936.