Raab's Estate

3 Pa. D. & C. 270, 1922 Pa. Dist. & Cnty. Dec. LEXIS 468
CourtPennsylvania Orphans' Court, Berks County
DecidedDecember 2, 1922
DocketNo. 35
StatusPublished

This text of 3 Pa. D. & C. 270 (Raab's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Berks County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Raab's Estate, 3 Pa. D. & C. 270, 1922 Pa. Dist. & Cnty. Dec. LEXIS 468 (Pa. Super. Ct. 1922).

Opinion

Schaeffer, P. J.,

The decedent died on May 21, 1911, testate. By his last will and testament he disposed of that part of his estate embraced in the account as hereinafter appears. The account contains principal and income. Of principal, the balance for distribution is shown to be $967.59, and of income, $358.94. The distribution of these funds is in dispute.

The funds represent a legacy of $1000 and accrued interest, which George J. Raab, the testator, in a codicil to his will, disposed in the following language: “I say that my executor shall pay to Leroy Raab one thousand dollars to educate him for the priesthood.”

In the adjudication filed June 15, 1915, upon the final account in the estate of decedent, we distributed “to The Pennsylvania Trust Company, trustee of Leroy Raab, to be expended in his education for the priesthood,” the said legacy, with interest, amounting to $1184. On June 12, 1915, on petition of the guardian of Leroy Raab, the court appointed The Pennsylvania Trust Company as trustee to receive the fund about to be distributed to them, by making' the following order: “And now, to wit, June 12, . . . the court appoints The Pennsylvania Trust Company trustee to receive the $1000, or so much thereof as may be distributed to Leroy Raab, and pay the same to the guardian of Leroy Raab, or make such other distribution of said money as may be in compliance with the last will and codicil thereto of the late George J. Raab, deceased.”

The Pennsylvania Trust Company, trustee, now brings this fund into court and asks that it be distributed to the parties legally entitled thereto, because Leroy Raab, having decided not to enter the priesthood, does not propose to be educated for that calling.

Therefore, the question arises whether this legacy is payable to Leroy Raab or to the next of kin of the testator. Counsel for the next of kin contends that, having been distributed to the accounting trustee to be expended in the [271]*271education of Leroy Raab for the priesthood, and the latter having declared that he would not enter the priesthood, the legacy must be given to them, because the court, in its distribution, restricted its use to Leroy’s education as a priest; and, therefore, the question of the ownership of the fund, so far as Leroy Raab is concerned, is res adjudicate. In other words, the position of the next of kin is that Leroy Raab’s rights and interest in the legacy were determined in the adjudication, and that he is now estopped from asserting absolute ownership of the fund.

In support of this contention, counsel for the heirs has cited to us Gould’s Estate, 270 Pa. 535, where it was held that the construction of a will adopted by an auditing judge in the distribution of an estate becomes “the law of the case,” and will control subsequent distributions arising from the same fund or parts of the fund affected by the former adjudication, and that particularly is this true where the fund is turned over to trustees for the purpose of the will as construed by the court. An examination of that case shows that the fund in question had been adjudicated in 1877, and not until after a period of forty years, during which the parties interested had acted in accordance with said adjudication, was an effort made to challenge the correctness of the decree.

In the case at bar, the fund merely remains undisturbed, no one having acted under the decree distributing it for the education of Leroy Raab, and, therefore, no harm will result to any one from our consideration now of the rights of Leroy Raab in the legacy. It must be remembered that when, at the request of the guardian, the fund was inadvertently distributed to a trustee, Leroy Raab himself was only fourteen years of age, and it was then impossible to determine finally whether or not he would prepare for the priesthood. Moreover, the question of ownership of the fund was not raised on the adjudication, the distribution being merely to the trustee to be expended for Leroy’s education — an apparently unnecessary proceeding, since the executor is directed “to pay to Leroy Raab” — a direction that can hardly be said to create a trust. But, by reason of this inadvertence, we are now asked to ignore Leroy’s rights and to say that those rights have been adjudicated and fixed by the distribuiton to the trustee. The adoption of this view, it seems to us, would result in grave injustice to Leroy, and would not be in harmony with the duty of a court under facts and circumstances such as we have here.

No rights have changed in consequence of the decree distributing to the trustee for the education of Leroy Raab, and it is, therefore, within the power of the court to correct the record and make a distribution that will be just and right. That the Orphans’ Court has power under its inherent authority to correct erroneous decrees is a well settled rule, which has just lately been reaffirmed in Chappell’s Estate, 264 Pa. 486, where Mr. Justice Kephart said: “The court may correct its records in the interest of justice, even to protect parties from their own mistakes and blunders; and where no rights have changed in consequence of the decree, this power of correction will be liberally exercised: Sloan’s Estate, 254 Pa. 346, 350.” Moreover, the very fact that the fund is now here for distribution shows that it was not finally distributed before, and it naturally follows that we have the power to determine every question incident to a proper distribution at this time.

Therefore, we come to the question whether or not Leroy Raab is entitled to this legacy of $1000, with interest, without studying for the priesthood. Are the words “to educate him for the priesthood,” used in this bequest, merely explanatory of the bequest, or do they express a condition or limitation [272]*272without the happening of which no estate passed to him? In order to give this language the effect which the next of kin claim for it, the words “to educate him for the priesthood” must he regarded a condition or limitation. Conditions and limitations are generally expressed by using appropriate words, as “on condition that,” or “provided that,” andi “until a certain time,” or “so long as:” McCalla’s Estate, 16 Pa. Superior Ct. 202, 206. We find here no such indices of intention to limit this bequest, and as estates upon condition and upon limitation, which are in derogation of vested estates and interests, are to be construed strictly and are never to be held as such, except where the intent to create them is clearly expressed, we cannot see how the language of this bequest can be construed as meaning anything more than expressive of a desire or purpose on the part of testator that Leroy Raab should become a priest. There is nothing in the whole will to show that this bequest should be withheld from Leroy Raab in case of his refusal to enter the priesthood; and since there is no limitation over or condition of any kind attached to it, it must be construed as having been given for a particular purpose and vests in him, even though he fails to use it for said purpose.

In Beck’s Appeal, 46 Pa. 527, where a sum of money was directed to be paid to the widow for “house rent” in addition to a yearly annuity, and it appeared that she ceased to be a housekeeper, it was held that the widow was entitled to the annuity for the “house rent,” though she did not keep house and was not obliged to pay rent. In that case the court says: “So when the words are too indefinite to create a trust, the absolute property is vested in the legatee.

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Related

Beck's Appeal
46 Pa. 527 (Supreme Court of Pennsylvania, 1864)
Sloan's Estate
98 A. 966 (Supreme Court of Pennsylvania, 1916)
Chappell's Estate
107 A. 846 (Supreme Court of Pennsylvania, 1919)
Gould's Estate
113 A. 552 (Supreme Court of Pennsylvania, 1921)
McCalla's Estate
16 Pa. Super. 202 (Superior Court of Pennsylvania, 1901)

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Bluebook (online)
3 Pa. D. & C. 270, 1922 Pa. Dist. & Cnty. Dec. LEXIS 468, Counsel Stack Legal Research, https://law.counselstack.com/opinion/raabs-estate-paorphctberks-1922.