O'Leary's Estate

2 Pa. D. & C. 547, 1922 Pa. Dist. & Cnty. Dec. LEXIS 348
CourtPennsylvania Orphans' Court, Washington County
DecidedApril 12, 1922
DocketNo. 67
StatusPublished

This text of 2 Pa. D. & C. 547 (O'Leary's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Washington County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'Leary's Estate, 2 Pa. D. & C. 547, 1922 Pa. Dist. & Cnty. Dec. LEXIS 348 (Pa. Super. Ct. 1922).

Opinion

Hughes, P. J.,

The matter before us for adjudication is founded upon the petition of John O’Leary, asking for an order on Jennie S. O’Leary, executrix of the last will and testament of Gerald A. O’Leary, deceased, requiring her, as such executrix, to make payment of sufficient and proper sums for the petitioner’s support and maintenance, in accordance with alleged provisions and requirements to that end contained in said will. The executrix opposes such application, and her answer to the said petition having been duly filed, followed by the petitioner’s replication, the issue thus framed came on to be heard on testimony and argument. Following is a brief statement of the material facts found from the weight of the evidence:

Gerald A. O’Leary, the decedent, a resident of Monongahela City, Washington County, Pennsylvania, died on Aug. 16, 1916, survived by his widow, Jennie S. O’Leary, by an only child, Fred A. O’Leary (then aged about [548]*548twenty-seven years), by a brother, John O’Leary, the petitioner, and by a sister, Nellie O’Leary. The decedent left a last will and testament, whereof he nominated his wife to be the sole executrix, and to whom, as such, upon the due probate thereof, letters were issued under date of Aug. 21, 1916. In due course of her administration the executrix caused to be made and filed in the Register’s office an inventory and appraisement of the decedent’s personal estate, the total whereof amounts to $70,677.40. The decedent died seized also of three certain parcels of real estate, all situate within the Commonwealth of Pennsylvania, to wit: A tract of land (less the underlying Pittsburgh coal vein, with the mining rights appurtenant thereto) in Fallowfield Township, Washington County, containing 93i acres, more or less; a tract of land at Portview, Allegheny County, containing about 14 acres, and a bungalow property in Dormont, Allegheny County. The evidence indicates the aggregate value of these real properties to be upwards of $15,000.

At the time of his death, the said Gerald A. O’Leary owned, and for some years previously thereto had operated, a wholesale liquor business in the village of Axleton, Forward Township, Allegheny County, near the northern terminus of the bridge which crosses the Monongahela River at that point from Monongahela City, Washington County, such business being his main livelihood and chief means of support. In and by his last will and testament the decedent (after directing the payment of his debts and funeral expenses and also the sum of $500 for masses) directs his executrix to sell and dispose of his said wholesale liquor business, good-will, fixtures and stock, as soon after his death as the same can be done to advantage, suggesting that the same is worth $40,000, and should not, therefore, be sold for a less amount. The testator thereupon provides: “I hereby direct my wife hereinafter named to maintain and support my brother, John O’Leary, and to see that he is maintained outside all institutions. I further direct that my said wife shall pay for his support and maintenance out of her share of my estate.” Then, after authorizing his executrix to sell the parcels of his real estate in her discretion, he gives, devises and bequeaths all the rest, residue and remainder of his estate, real, personal and mixed, absolutely and forever in fee simple, to his wife, Jennie S. O’Leary, whom he thereupon appoints to be the executrix of the said will.

John O’Leary, claiming the benefits of the said maintenance provisions in his favor, has instituted these proceedings to recover the same, averring in his petition, in institution thereof, that since the month of February, 1921, he has received from the said estate nothing whatsoever toward his support, and asking that an order be made requiring such executrix to pay him $50 per month for such purposes. In her answer to the citation granted under the said petition, the executrix admits the existence of such maintenance provisions in the said will, but avers that the same cannot be enforced because, at the time of the decedent’s death, he was insolvent, his liabilities greatly exceeding his assets, so that, as the respondent avers, the decedent left nothing from which to pay the brother’s support and maintenance; and further averring that she was forced to suspend making payments towards the petitioner’s support in February, 1921, being then, thereafter and presently, financially unable to make further contributions to that end. The petitioner, taking issue on such defence, filed his replication, whereupon such issue was brought to trial on testimony and proofs.

The evidence shows that John O’Leary, the petitioner, is a bachelor, presently aged past seventy-one years, and wholly without means or property; his health having become impaired some twenty years since and completely [549]*549broken some ten years ago; since which last time he has been unable to work or even partially support himself. His physical afflictions have grown gradually worse during the past ten years, seriously impairing his locomotion and recently developing into serious and distressing bladder and bowel irregularities. His condition is now, and for some time has been, such that requires considerable personal attention, special washing and special meals served to him in his room; the petitioner having frequently recurring spells which for a considerable time thereafter render him wholly incapacitated'. Since the complete breaking of his health some ten years ago, as has been said, his unmarried sister, Nellie O’Leary, has provided a home for him and contributed to his support; she being dependent on the wages of her labors for her own support, so that her contributions towards her brother’s maintenance have been made at a considerable personal sacrifice. Following the death of Gerald A. O’Leary, an understanding was reached among his widow, his brother and his sister, whereby it was arranged that the estate of the decedent should thereafter contribute $35 per month toward the said invalid brother’s support, which arrangement was thereupon carried out and payments made in accordance therewith, until the month of February, 1921, when, as has been said, all such payments were suspended and nothing thereafter paid to or for the petitioner, either by the said estate or by the decedent’s widow individually. The question to be determined here is, should an order be entered requiring further payments to be made for such support, and, if so, in what amount?

Upon the death of Gerald A. O’Leary and the probate of his will, the respondent, as his widow, had the unrestricted choice of taking either under or against such will. Had she elected to take against the will, she would, of course, thereafter have been financially unconcerned with, and her share in the decedent’s estate would have been entirely freed from, all liability for the support or maintenance of John O’Leary as directed in the said will. However, she elected to take under the will, and in so doing the shares therein prescribed for her were taken cum onore, to wit, charged with and liable for, inter alia, the support and maintenance of John O’Leary, in accordance with the provisions of the will: Kline’s Appeal, 117 Pa. 139 (1887); Risk’s Appeal, 110 Pa. 171 (1885), and Pittman’s Estate, 182 Pa. 355 (1897). A widow’s election, when made, must be wholly under or entirely against the will: Cunningham’s Estate, 137 Pa. 621 (1890) ;, Kline’s Appeal, 117 Pa. 139 (1887).

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Bluebook (online)
2 Pa. D. & C. 547, 1922 Pa. Dist. & Cnty. Dec. LEXIS 348, Counsel Stack Legal Research, https://law.counselstack.com/opinion/olearys-estate-paorphctwashin-1922.