Moyer Estate

132 A.2d 667, 389 Pa. 228, 1957 Pa. LEXIS 371
CourtSupreme Court of Pennsylvania
DecidedMay 29, 1957
DocketAppeals, 128 and 139
StatusPublished
Cited by4 cases

This text of 132 A.2d 667 (Moyer 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
Moyer Estate, 132 A.2d 667, 389 Pa. 228, 1957 Pa. LEXIS 371 (Pa. 1957).

Opinion

Opinion

Per Curiam,

The decree of the court below is affirmed on the able opinion of President Judge Marx, the pertinent portions of which are as follows:

“Jacob L. Moyer, the testator, died on February 2, 1882, survived by Ms wife and five children. Has will, dated August 15, 1881, was probated on February 7, 1882. At the time of his death he owned property No. 725 Penn Street and property No. 818 Penn Street, Reading. By his will he imposed a trust on those properties, to the use of his wife for life, with remainders as follows:

“ 'Upon the decease of my wife the rents aforesaid after payment of repairs, taxes and insurance shall be divided quarterly among all of my children in equal shares, or their heirs, until the year of Our Lord 1901, at which time my youngest son will be twenty-three years old. My desire is then if a majority of my children or their heirs deem .it advantageous, that said two properties be sold . . . and the proceeds of said sale shall be invested upon real estate securities for the benefit of all my children during their natural life. They to receive interest semi-annually and upon their decease the prin'cipal to their children absolutely.’

“Mary Moyer, wife of the testator, died on June 11, 1922. The five surviving children were:

“1. John E. Moyer, who died February 12, 1892, survived by a daughter, Jennie K. Erdman, and a son., *231 Jacob L. Moyer, also known as Jacob L. Moyer, II. Tbe daughter, Jennie, died April 23, 1942, intestate, survived by her husband, Willard P. Erdman, a son, George Richard Kemp, and a daughter, Doris Elizabeth Kemp Fisher. Jacob L. Moyer, II died October 8, 1932, leaving a will dated March 11, 1926, giving the residue of his estate to George Richard Kemp and Doris Elizabeth Kemp Fisher.

“2. Charles E. Moyer, who died January 21, 1895, intestate and without issue.

“3. Ellen Lewis, who died June 11, 1922, survived by Harrison Lewis, her son, who died December 17, 1943, survived by his wife, Jean D. Lewis, and a son, Robert P. Lewis, who died intestate, survived by children.

“4. J. Linnington Moyer, who died December 3, 1944, intestate, survived by two children, now living, Marylin Moyer Reed Mohn and Bonita June Moyer Sherman.

“5. Anna Heck, who died December 2, 1954, without issue.

“After the death of the testator’s widow, June 11, 1922, the testamentary trustee filed an a'ccount covering the principal fund and the income accrued to the death of the widow. After audit an adjudication, with a decree of distribution, was confirmed on December 23, 1922. The auditing judge said, inter alia, ‘Testator’s widow having died, the principal fund on which she received a certain amount of the income during her lifetime, is also here for distribution, and represents the proceeds of 725 Penn Street, Reading, Pennsylvania, sold under the Price Act of March 22, 1910, * being one *232 of the properties mentioned in the will.

“ ‘The question involved in the disposition of this fund is whether each child of testator took a vested estate in remainder, to take effect in possession and enjoyment after the year 1901, upon the death of the widow, or whether the trust is to continue after the death of the widow until the de'ath off all the children.’ * « » * * * *

“The auditing judge held: ‘We are of the opinion that the trust did not terminate at the death of the widow, and that the fund in question must be distributed in part to the grandchildren of deceased testator, absolutely, and the balance to be held in trust for the surviving children during their lifetime.

“ ‘Distribution of the principal fund, in accordance with this opinion, will be in four shares, .of which two will be to the grandchildren per stirpes, and the remaining two ... in trust for the surviving children.’

“Of the children, the sons, John E. Moyer and Charles E. Moyer, and the daughter Ellen Lewis, wei’e then deceased. The son J. Linnington Moyer and the daughter Anna Heck then survived. Distribution of the principal fund, $19,043.50, was awarded as follows:

“1/8 thereof to the assignee of Jennie Kemp,

“1/8 thereof to the assignee of Jacob L. Moyer,

“1/4 thereof to the assignee of Harrison Lewis,

“1/2 thereof to the trustee, subject to the further trusts declared by the will, trustee of Anna Heck and J. Linnington Moyer.

“Exceptions were taken to the decree and, on February 24, 1923, the court filed its opinion saying: ‘The *233 exceptions filed to the 'adjudication in this estate are all to the effect that we erred in holding that the trust estate created by the will of the •testator was to continue after the death of the widow during the lives of the children, and after their death the properties, or the proceeds, were to be divided among the children. . . That ¡the testator intended the absolute interest in these properties to be vested in his grandchildren, subject to the life interests of the widow and children, is a conclusion which seems inevitable from the language of the will. To give it the effect contended for by the ex-ceptants would defeat the clear intention of the testator, which made the grandchildren with the widow and children the objects of his bounty. Testator did not disinherit his heirs at law, but merely limited their interests in the estates

“The exceptions were dismissed.

“An appeal to the Supreme Court of Pennsylvania followed. The decree of the court below was affirmed, the appeal dismissed, the Supreme Court saying, at the conclusion of their opinion, (280 Pa. 131, 135) : ‘Construing the will in the light of the above rules of interpretation, it is clear testator intended to give the net rents to his wife for life, and after her decease to his children; unless, subsequent thereto and not earlier than the year 1901, the children wished the properties to be sold, in which event this should be done, the proceeds invested and the net income therefrom paid to them, instead of .the net rents as theretofore. This being so, the only other question is: Can the language of the will be fairly construed to effectuate that intent? Happily, this can readily and naturally be done, by simply treating the words “and upon their decease the principal to their children absolutely”, as applying to the entire paragraph instead of to the last clause only. So considered, the provision would be interpreted as if *234 it read as follows: “Upon the decease of ray wife the rents ... (of the properties, or, if they are sold after 1901, the income from the proceeds realized thereby) shall be divided . . . among all my children in equal shares and upon their decease the principal (shall go) to their children absolutely”.’

“J. Linnington Moyer died on December 3, 1944, .survived by 1ms daughter Marylin Moyer Reed, born January 13, 1925, and Bonita June Sherman, born June 16, 1830. After his death, Anna Heck alone, of testator’s ‘children’ survived.

“In an account of the trust, principal and interest, filed January 29, 1946, the accountant charged itself with.

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Bluebook (online)
132 A.2d 667, 389 Pa. 228, 1957 Pa. LEXIS 371, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moyer-estate-pa-1957.