Raleigh's Estate

55 A. 1119, 206 Pa. 451, 1903 Pa. LEXIS 740
CourtSupreme Court of Pennsylvania
DecidedJuly 9, 1903
DocketAppeal, No. 229
StatusPublished
Cited by18 cases

This text of 55 A. 1119 (Raleigh'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
Raleigh's Estate, 55 A. 1119, 206 Pa. 451, 1903 Pa. LEXIS 740 (Pa. 1903).

Opinion

Opinion by

Mr. Justice Potter,

Maurice Raleigh died at Philadelphia, January 10, 1882, testate, and leaving to survive him a widow, Bridget Raleigh, and six children. Pie was indebted to various creditors to an amount exceeding 1360,000.

James Raleigh, a son of the testator, died intestate September 26, 1896, leaving a widow, Mary F. Kelly Raleigh (the appellant) and one child, Martha Raleigh, of whose estate the Commonwealth Title, Insurance & Trust Company was appointed; guardian. The debts of the decedent were fully paid at the date of October 1, 1900. Bridget Raleigh, the widow of the testator, died July 6, 1901.

[455]*455By his will dated March 30, 1879, and duly probated at Philadelphia on January 17, 1882, Maurice Raleigh devised and bequeathed unto his wife, Bridget, the premises at 1617 and 1619 North Fifth street, Philadelphia, with his household goods for life, and directed his executors to pay her the sum of $100 per month until such time as his indebtedness should be discharged and his business settled; and to each of his children $25.00 per month during such period, and after the payment of his debts and the closing of his business he directed that his widow should have an annuity of $2,400 during her life, and that the balance of the income, during her life, should be equally divided between his children. In case any of them died without heirs, then to the survivors, thus indicating the exclusion of collaterals. If any lawful heirs, they were to receive the share that their parents would have taken if living.

He further directed that upon the death of his wife, his executors should divide his entire estate into as many equal proportions as he should have children living, or that should be represented by lawful heirs, and that his executors should make a plain and clear statement of the division, describing the properties and numbering each lot, or share, which should be made as nearly equal in value as possible. The executors were then to make distribution by giving the youngest child her choice of shares, and so on with those living, according to age ; following with the lawful heirs of any deceased child or children, if any such, the executors of the testator to represent their interest and choose for them.

Pie appointed Bernard Loebenthal and Thomas W. Dell as executors and trustees, to whom letters testamentary were granted, and who acted as trustees under the will. Prior to the death of the widow, the executors filed ten accounts, but no distribution of the principal was made. The eleventh account was filed September 30, 1901, and showed balances both of principal and income in the hands of accountants.

Upon the audit, the appellant, as widow of James Raleigh, claimed that her husband, at the date of his death in 1896, was entitled to a vested interest in his father’s estate, which should be awarded to his administrator when appointed; and also that she was entitled to share in the income of the estate, since [456]*456her husband’s death. The auditing judge disallowed both of these claims, holding that the estate given to James Raleigh was not vested, but was contingent on his surviving his mother, and that the income was to be distributed as real estate (having accrued from the proceeds of sales of real estate made under the powers in the will); that there had been no conversion and therefore the widow, not being an heir of her husband, could not share in the distribution.

The appellant excepted to the adjudication and upon argument before the court in banc, the judges were equally divided in opinion. The exceptions were accordingly dismissed and the adjudication confirmed. The questions involved are:

1. Whether James Raleigh took a vested estate under the will of his father ?

2. Whether under the will of Maurice Raleigh, the widow of James Raleigh was entitled after her husband’s death, to share in the distribution of income as one of his lawful heirs ?

The testator evidently appreciated the fact that a large indebtedness existed, which would require careful management, and some time to discharge without detriment to his estate. He, therefore, made specific pecuniary provision to a limited amount for the maintenance of his wife and children during that period. After it had elapsed, and the debts were paid, the amounts to be paid the wife and children were increased, but they still bore the impress of distinct specific gifts. In so far as the son James is concerned, the gift of income to him was for the life of the widow, if he outlived her; if he did not, his lawful heir was to receive the same amount annually which he would have received if living.

The intention of the testator in this respect is clear. In like manner, upon the death of his wife, the testator provided that in the distribution of the corpus of his estate, the heir should be substituted for the parent, in case any of the testator’s children were not then living, and the right of choice in the division of the properties was expressly bestowed upon the heir. How can the right of the heir to succeed to the share of the parent in the income during the life of the testator’s wife, and the equally clear right of the heir to a choice of the real estate, at the period of its distribution, be reconciled with the theory that the interest of the son was a vested one ? His interest [457]*457was not one for his life, but Its character depended upon his outliving the widow. His share both in income and in principal, was contingent upon that event.

We regard the provision that in case of the death of a child, his heir should be substituted to the parent’s share of the income during the life of the widow, and should also exercise the right of choice, in the after distribution of the principal of the estate, as annexing the condition of time to the substance as well as to the payment of the gift. It could only go to the beneficiary living at the time of distribution.

In Rudy’s Estate, 185 Pa. 359, a remainder, after the death of the testator’s widow, to children, naming them, 44 if they be living or the issue of such of them as may then be deceased,” was held to be contingent. In the opinion of Judge Asuman, approved by this court, it is said, on page 360: “ In Pennsylvania the rule is well established that where persons who are to take must be living at a certain time, the gift is contingent, because until the time arrives, the persons who will answer to that description cannot be ascertained. Hence a gift 4 to such of his children as might then be living ’ (McBride v. Smyth, 54 Pa. 245), or to a child for life and after her death ‘ to all her children then living ’ (Buzby’s Appeal, 61 Pa. 111; Delbert’s Appeal, 83 Pa. 462), has been esteemed contingent. It is difficult — perhaps it is better to say impossible — to harmonize the latter cases with Crawford v. Ford, 7 W. N. C. 532, and Laguerenne’s Estate, 12 W. N. C. 110, where the gift at the end of the life estate was to ‘ all my children who shall be then living and the lawful issue of such as shall be dead; ’ or Manderson v. Lukens, 23 Pa. 31, to 1 be equally divided among his children which should be then alive;’ and Womrath v. McCormick, 51 Pa. 504, where the estate was to 4 be divided into as many parts as testator should then have children living and be given to his living children and the issue of those dead,’ in all of which cases the estates were held to be vested.” See also Martin’s Estate, 185 Pa. 51.

Mr. Justice Shaiiswood says in Provenchere’s Appeal, 67 Pa.

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Bluebook (online)
55 A. 1119, 206 Pa. 451, 1903 Pa. LEXIS 740, Counsel Stack Legal Research, https://law.counselstack.com/opinion/raleighs-estate-pa-1903.