Moorehead's Estate

137 A. 802, 289 Pa. 542, 52 A.L.R. 1251, 1927 Pa. LEXIS 597
CourtSupreme Court of Pennsylvania
DecidedMarch 17, 1927
DocketAppeals, 37 and 43
StatusPublished
Cited by80 cases

This text of 137 A. 802 (Moorehead'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
Moorehead's Estate, 137 A. 802, 289 Pa. 542, 52 A.L.R. 1251, 1927 Pa. LEXIS 597 (Pa. 1927).

Opinion

Opinion by

Mr. Justice Frazer,

Gertrude F. Moorehead presented her petition to the Orphans’ Court of Allegheny County, asking that the trustees under the will of Mary H. Moorehead, late of that county, be required to pay petitioner out of the income in their hands payable to her husband, a sum sufficient for her support and maintenance, and that in the meantime the trustees be restrained from making payments to the husband. The court below held the husband liable for his wife’s support, and directed that the injunction previously issued against the trustees be continued for thirty days, to enable petitioner to issue an appropriate writ to secure the amount due her. Both petitioner and the trustees appealed. These appeals involve the sam'e question and will be disposed of in one opinion.

By the last will and testament of Mary H. Moorehead she constituted William H. Moorehead, formerly William H. Watt, before his adoption by testatrix and her husband, her grandson, a life beneficiary of a part of her residuary estate. By the terms of the will the income from this estate received by trustees named by her was to be paid “semi-annually or oftener,” to the beneficiary, and by a codicil she subjected the corpus and the income *545 of that portion of the estate to the following restrictions :

“I will and direct that neither the income payable to my grandson, William H. Watt, nor the corpus from which the same is derived, shall be liable to or for the contracts or debts of said William H. Watt, or to execution or to attachments at the suit of any of his creditors; but shall be absolutely free from the same, and he shall have no power to sell, assign or encumber the same or any part thereof, or to in any way anticipate the said income.”

On May 4, 1903, H. Watt Moorehead and Gertrude F. Moorehead were married, and she is still his lawful wife. On October 24, 1914, he deserted her without cause, removed from the community in which they had resided, and his whereabouts were unknown until located in Erie, Pennsylvania, where he committed bigamy by an unlawful marriage with a young woman, whom he soon after deserted. Later he was discovered in California. During this period of desertion from his lawful wife, which continued until September 21, 1916, a bill in equity was filed by the wife in the Court of Common Pleas of Allegheny County, Pennsylvania, against the trustees and the absent husband, praying for suitable maintenance for herself, and in that proceeding a decree was entered September 21, 1916, against defendant Moorehead, but not against the trustees, ordering him to pay to his wife the sum of $7,000 annually in equal semi-annual installments. On the date of this decree, September 21, 1916, defendant resumed marriage relations with his wife and remained with her until July 21, 1924, when he again deserted her without reasonable cause, and his whereabouts were unknown until he was discovered in Baltimore, living in adulterous relations with his wife’s sister-in-law, who had left her husband and, she and Moorehead were found living in the same criminal relation in Chicago, where they resided in an apartment largely fitted up with furniture belonging to *546 Ms lawful wife. Again, be disappeared, locating himself in places unknown to bis wife, and bis whereabouts continued unknown at tbe time of these proceedings in tbe orphans’ court, from tbe decree in Appeals were taken by both tbe trustees and husband from tbe injunction decree. Having been made a party to tbe proceedings and served with notice by advertisement, tbe husband has communicated with tbe trustees and their attorneys through go-betweens, who have not divulged bis place of biding, which seems to be somewhere in tbe eastern part of tbe country. Under tbe decree of tbe court of common pleas, referred to above, there was due and unpaid to bis wife on July 1,1926, a total sum of $17,500. Tbe aggregate income arising from tbe trust created by tbe will of bis grandmother is approximately $20,000 a year, and at tbe date of tbe decree by tbe court of common pleas there was in tbe bands of tbe trustees $29,000.

We find in tbe brief of tbe trustees this statement: “Tbe testatrix for reasons sufficient unto herself, in disposing of her own property, saw fit to impose tbe restrictions in respect of tbe trust estate for William H. Moore-head, whereby all of bis creditors, present or prospective, and including bis then wife, would be forever barred from taking any of tbe testator’s property out of tbe bands of her trustees to discharge tbe beneficiary’s debts or liabilities.” On tbe other band, tbe wife’s attorneys in their brief say: “Under these circumstances it seems only reasonable that the testatrix actually intended tbe trust fund which she was creating to be for tbe benefit of both her grandson and bis wife.”

If. this will is to be considered and construed only in tbe light of tbe precise terms by which tbe trust in favor of Moorebead is created, and it is very obviously so considered and construed by counsel for respondent, it may be admitted that all controversy would at once be put to an end. Tbe clause and codicil have certainly created a trust. It might indeed from such restricted interpretation be properly held to be tbe intention of tes *547 tatrix, as is contended, to prevent the application of any part of the income to the support of the wife of respondent in any contingency. But does the will, by all its terms and provisions, taken in its entirety, admit of such a conclusion? Are there not, in parts other than the clause establishing the trust and the codicil setting forth the restrictions, intendments vitally necessary for consideration to arrive at the actual intention of' testatrix with regard to this trust? Not only do we believe there are, but we view the will as signally prolific in expressions which show unmistakably that at the time testatrix executed it, there was distinctly in her mind the welfare of the wife of her grandson, and that there was in fact no intent on her part to empower, if that were possible, her grandson to refuse the commonest claims of his wife, if ever he should choose to indulge in such defiance. To discover, however, that such was her intention, not only must the will be examined as a whole, but the circumstances surrounding testatrix at the time of making it must also be taken into careful consideration. In Postlethwaite’s App., 68 Pa. 477, 480, this court said: “It has been long and well settled, and indeed it is a principle so consonant to reason that the only wonder is that it should ever have been questioned, that all the surrounding circumstances of a testator— his family, the amount and character of his property— may and ought to be taken into consideration in giving a construction to the provisions of his. will,” and in Stambaugh’s Est., 135 Pa. 585, 597, we said “that we must search only for the intent of a testator within the four corners of the will. This is true, but, when we come to consider the will and interpret its meaning, we must do so in the light of all the circumstances by which the testator was concerned when he made it, and by which he was probably influenced.”

Construing this will then as a whole and giving adequate attention, in conjunction with the examination of its terms, to the circumstances attending testatrix, and *548

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Bluebook (online)
137 A. 802, 289 Pa. 542, 52 A.L.R. 1251, 1927 Pa. LEXIS 597, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mooreheads-estate-pa-1927.