Norris' Petition

44 Pa. D. & C. 297, 1942 Pa. Dist. & Cnty. Dec. LEXIS 441
CourtPennsylvania Orphans' Court, Jefferson County
DecidedMarch 24, 1942
Docketno. 14
StatusPublished

This text of 44 Pa. D. & C. 297 (Norris' Petition) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Jefferson County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Norris' Petition, 44 Pa. D. & C. 297, 1942 Pa. Dist. & Cnty. Dec. LEXIS 441 (Pa. Super. Ct. 1942).

Opinion

Long, P. J.,

This matter comes before the court on the petition of Annie Norris for an order of support by virtue of the last will and testament of Robert Norris, deceased. . . .

Robert Norris was a reputable and thrifty farmer. He owned a farm containing 164 acres, which he devised to his two sons, John M. and James C. Norris. He excepted and reserved to his wife, Jane Norris, a house and garden on said farm for her use and occupancy “as long as she desired to live therein”. After his wife ceased to live in said house, then his two unmarried daughters, including Annie Norris, the petitioner, were to have the same house and garden to live in and occupy free of all taxes as long as they remained single and unmarried. During the time his wife lived on the farm, she was to have “from and out of the same a good comfortable living, pasture for a horse and two cows, stable room and their keep off said farm.” All of the foregoing was to be a charge upon his farm. He then directed that his two daughters, one of whom is Annie Norris, the petitioner, as long as they remained single and desired to live on the farm “are to have a good comfortable living out of the farm.” He said that “this is also a charge upon the land.” John M. and James C. Norris were named executors of his will. His wife, Jane Norris, survived him. Thereafter, James C. Norris, one of the devisees, and his wife conveyed their undivided interest in the farm to John M. Norris, the other devisee and executor, each of whom recognized the duties the land owners owed to their mother and two sisters, respectively, by incorporating in said deed the following:

[299]*299“Under and subject to a maintenance charge upon the land herein conveyed thé same as is contained in the last will and testament of Robert C. Norris, deceased.”

John M. Norris and wife conveyed 60 acres of said land to Howard Brubaker and within two weeks from the date of said conveyance Jane Norris, the widow, Mary Norris and Annie Norris, daughters, respectively, of Robert Norris, deceased, jointly executed, in consideration of a bond in the sum of $500 given by John M. Norris, a release “from all liability ... claims, demands and charge or lien whatsoever for or on account of all the charge mentioned” in the last will of Robert Norris, deceased, upon the 60 acres of land conveyed to Howard Brubaker.

Annie Norris continued to live in the old house occupied by her father and mother situate on said devised land and made her home therein. She did some visiting and worked. Her brother, John M. Norris, died testate on March 14, 1914, seized and possessed of the remainder of the Robert Norris farm, to wit, 104 acres and 120 perches, and devised said land to his widow and children, all the respondents named herein. The present owners of the land have not furnished any food to petitioner. She was asked:

“Q. Did they give you any potatoes?
A. The only way I got them, I asked for them,. I had to go out and pick them up and asked someone to bring them in. They wouldn’t do it.
Q. When did you get the last potatoes?
A. A year ago last fall. This summer I got two quart pans full twice, that’s all I got.
Q. Are you able to earn your own living?
A. I don’t think I am any more. I have, but I can’t now. ...”

Petitioner contends that her father created a continuing charge or lien on the land owned by respondents and that they and their predecessors in title accepted title thereto with knowledge thereof and that said [300]*300charge entitles her to have “a good comfortable living out of the land.”

Respondents contend that no demand has been made by petitioner upon them and that they have furnished nothing to petitioner within a period of 21 years; consequently, that her claim is barred by the statute of limitations.

Unquestionably, Robert Norris, the testator, respected his wife and daughters and was determined that they should have a home on his farm and “a good comfortable living out of the same.” He intended that “this is also a charge upon the land”; that, regardless of who may be the owner thereof during the lifetime of his widow and the two daughters who remained single and desired to live on said farm, they had a maintenance lien thereon and should have “a good comfortable living out of the same.” He intended that at no time should the public be compelled to keep his wife and daughters. The language used, “a good comfortable living”, provided for petitioner’s maintenance and constituted a charge on the land devised: Gibson’s Appeal, 25 Pa. 191; Baylor’s Estate, 249 Pa. 5. Such charge was in the nature of a debt, which the debtor, in order to discharge himself of, must seek the creditor, and perform, or offer to perform, his obligation: Steele’s Appeal, 47 Pa. 437.

Was the legacy determinate? If so, is it barred by the statute of limitations? Testator naturally took into consideration that costs of living fluctuate from day to day and year to year; that they change because of inflation and depression, the state of health of the objects of his bounty, and divers other contingencies.

In Walters’ Estate, 197 Pa. 555, 558, the Supreme Court, while discussing the legacy, “. . . and, further, Lucinda H. Walters to have her living in the old homestead so long as she remains unmarried and does not charge wages for services rendered”, held that such legacy was not determinate.

[301]*301The Supreme Court in Pennsylvania Trust Co. v. Deininger et al., 315 Pa. 278, 281, said:

“While, generally, liens of pecuniary legacies, determinate in value, are discharged by sheriff’s sale of the land on a judgment against the devisee, certain exceptions, necessary to carry out the intentions of a testator, or grantor, have been developed and applied. In Washburn’s Est., 187 Pa. 162, 165, 40 A. 979, the subject was considered and we said: ‘The exceptions to the rule that a sheriff’s sale discharged liens created by deed or will were said in Stewartson v. Watts, 8 Watts, 392, to be (1) where liens are created by last wills and testaments as permanent provisions for wives and children; (2) where from the nature of the encumbrance it will not readily admit of valuation; (3) where it is plain they were intended to run with the land. In Hiester v. Green, 48 Pa. 96, it was said that under one or the other of these heads it was manifestly intended that every lien should fall which was to be saved, unless by statute, from the ordinary effects of a sheriff’s sale. These exceptions to the rule have since been recognized in a number of cases, among them, Helfrich v. Weaver, 61 Pa. 385, . . .’” 94 A. L. R. 371 n.

The Supreme Court in Eichelberger v. Gitt, 104 Pa. 64, while discussing a lien which had been created for a certain sum, held (p. 65) :

“Under the Act of April 27, 1855 (P. L. 368), the period of limitation runs from the time the charge became due and payable.”

In the instant case the charge was for an indeterminate time, substance, or amount.

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Related

Gaffney v. Young
205 N.W. 865 (Supreme Court of Iowa, 1925)
Van Sciver v. Van Sciver
12 A.2d 108 (Supreme Court of Pennsylvania, 1940)
Pennsylvania Trust Co. v. Deininger
172 A. 695 (Supreme Court of Pennsylvania, 1934)
Estate of Stephen Clark
99 Pa. Super. 490 (Superior Court of Pennsylvania, 1930)
Gibson's Appeal
25 Pa. 191 (Supreme Court of Pennsylvania, 1855)
Steele's Appeal
47 Pa. 437 (Supreme Court of Pennsylvania, 1864)
Hiester v. Green
48 Pa. 96 (Supreme Court of Pennsylvania, 1864)
Helfrich v. Weaver
61 Pa. 385 (Supreme Court of Pennsylvania, 1869)
Eichelberger v. Gitt
104 Pa. 64 (Supreme Court of Pennsylvania, 1883)
Appeal of Wingett
15 A. 864 (Supreme Court of Pennsylvania, 1888)
Walker v. Gibson
30 A. 399 (Supreme Court of Pennsylvania, 1894)
Estate of Washburn
40 A. 979 (Supreme Court of Pennsylvania, 1898)
Walters's Estate
47 A. 862 (Supreme Court of Pennsylvania, 1901)
Baylor's Estate
94 A. 442 (Supreme Court of Pennsylvania, 1915)
Stephenson's Estate
100 A. 985 (Supreme Court of Pennsylvania, 1917)
Coulter v. Line
104 A. 867 (Supreme Court of Pennsylvania, 1918)
Barclay v. Grove
9 Sadler 153 (Supreme Court of Pennsylvania, 1888)
Stewartson v. Watts
8 Watts 392 (Supreme Court of Pennsylvania, 1839)
Craven v. Bleakney
9 Watts 19 (Supreme Court of Pennsylvania, 1839)
Riddle v. Beattie
41 N.W. 606 (Supreme Court of Iowa, 1889)

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Bluebook (online)
44 Pa. D. & C. 297, 1942 Pa. Dist. & Cnty. Dec. LEXIS 441, Counsel Stack Legal Research, https://law.counselstack.com/opinion/norris-petition-paorphctjeffer-1942.