Richardson's Estate

6 Pa. D. & C. 785
CourtPennsylvania Orphans' Court, Susquehanna County
DecidedJuly 1, 1925
DocketNo. 36
StatusPublished

This text of 6 Pa. D. & C. 785 (Richardson's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Susquehanna County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Richardson's Estate, 6 Pa. D. & C. 785 (Pa. Super. Ct. 1925).

Opinion

Smith, P. J.

The present controversy exists relative to a claim against said estate upon distribution, before an auditor appointed by this court, by Emma D. Jewett and Bessie C. Warner, administratrices of the estate of Lillian C. Chamberlain, deceased, the basis of which is the language of W. L. Richardson’s will duly probated, as follows:

“3. I give and bequeath to my executor and Trustee, hereinafter named, the sum of four thousand five hundred ($4500) dollars to be put at interest and the interest or income therefrom to be paid to Miss Lillian Chamberlain for and during her natural life.
“Should the interest or income from the said four thousand five hundred dollars, together with the other means which said Lillian Chamberlain may have, be not sufficient for her proper maintenance and support, then I direct that she be paid, in addition to the interest from the principal sum from time to time, amounts as will give her a proper living, maintenance and support, my intention being that said Lillian Chamberlain shall be properly supported and maintained, though it may consume a part or whole of said four thousand five hundred dollars, in addition to the interest therefrom. Should there remain any part of said sum of four thousand five hundred dollars after the decease of said Lillian, the same shall become part of my residuary estate and distributed as herein provided.”

It appears from the evidence before the auditor that, following distribution of testator’s estate, Miller S. Allen, the testamentary trustee thereof named in the will, received the trust fund of $4500, and apparently kept the same invested and at least paid annually the net income on that sum to Lillian C. Chamberlain, the cestui que trust, until about 1912, when the trustee, by the evidence, absconded. Later, William A. Titsworth was by this court appointed trustee to succeed him, and found available of such original trust fund the sum of $1200, which was kept invested by him and the net income paid to the cestui que trust until her decease, which occurred on--, 1923.

Thereupon her administratrices, the present claimants, filed their account, upon final confirmation of which the present auditor was appointed to make distribution of the balance shown of $1071.05, and before whom the present [786]*786claim was presented and the whole net fund of $987 was awarded to the claimants, administratrices of Lillian C. Chamberlain’s estate, to the exclusion of the residuary legatees under the W. L. Richardson will, and, being objected to by the exceptions filed, we are called upon to pass upon its correctness.

It is contended in support of this claim that the manifest intention of the testator, by the language used in the second clause of the above quoted paragraph of his will, was the principal sum of $4500 of said trust as well as the income should be primarily chargeable with the. support of the cestui que trust, and independent of her own earnings, and this notwithstanding the fact that from her services as nurse and such income as she had actually received from the two successive trustees, she had accumulated about $500 in the bank and at the time of her decease her estate inventoried $-, and conceding that the greater part of the time when not nursing she made her home, without expense, with her sisters, Mrs. Warner and Mrs. Jewett, as they each testify they made no charge, thus giving evidence of true sisterly affection generously acceded to by the members of their household.

In this connection, from the evidence the fact is well supported that the annual sums for Miss Chamberlain’s proper living, maintenance and support, without sickness or other incapacity being implied, was from $500 to $600, and while we are governed by that sum from the evidence, we deem it a modest estimate.

The further contention, which the auditor appears to sustain, is that by this testamentary provision it was the testator’s intention to make the cestui que trust, the life-tenant, the principal object of his bounty and to provide liberally for her to the extent of both the principal and income. In this we concur, and are also of the opinion that in her financial circumstances, as disclosed by the evidence, had she asked for it while W. A. Titsworth was trustee, she would have been entitled to receive.

Limiting these conclusions to the income only, the auditor has properly found as a fact, at the rate of 4 6/10 per cent, net annually for the ten years of William A. Titsworth as trustee on the original principal of $4500, Miss Chamberlain would have been entitled to have received $2070, and did receive during that time $570, or $1500 less than the trust paragraph provided for, and $513 less than the fund for distribution at bar.

The fact appears that Miss Chamberlain took up nursing for a livelihood, as her sister testifies, “about eight or nine years ago,” and her compensation, as shown by the same and other witnesses, was $20 per week, and in which she was engaged about half the time, which would aggregate her earnings about twenty-six weeks, at $20, the sum of $520 each year for practically the period when the trust fund was $1200, and she received regularly the income thereof, $60 annually, less trustee’s commission and tax, increasing her annual income by such sum.

It is strongly urged by the learned attorneys for the administratrices of her estate that, under the facts thus disclosed by the evidence, it was the trustee’s duty to see that the purpose of the testator was carried out, by voluntarily paying her in her lifetime of the trust fund principal sufficient to pay the deficit of $1500 which they claim was correctly found by the auditor, and that she did not lose her rights thereto by not demanding it, and it so vested in her that her legal representatives are entitled to it, having not so been received by her, citing but one judicial decision from Pennsylvania in support, and being the only one at all applicable they or we have been able to find in her courts, also four from the New York courts. To these we will now refer.

[787]*787In Reek’s Appeal, 78 Pa. 432, the testamentary trust clause was: “My wife to receive the interest of $1000.00 . . . and should the interest be insufficient to provide for her, then as much of the principal as may be required . . . after the death of my wife the balance of the $1000.00 to be disposed of as the balance of my other property.”

It was held that one with whom the widow made a contract for her maintenance for life could, after death, sue and recover against the husband’s estate, even though no demand was made by her for any part of the principal while living. The court held that no such demand was required of her.

The will thus considered is distinguished from the one at bar by the absence from the former of any reference to any dependency of the cestui que trust upon her own or other means of support which appears in the latter. The facts of the two cases also differentiate them, while no demand for principal appears to have been made in either. In the former the claimant relied upon an express contract with the widow cestui que trust for her maintenance; it not having been compensated implied her own “insufficiency” of funds the will mentions and relegated the creditor to one whose claim was upon sufficient consideration; on the contrary, the claimants here are volunteers without a legal consideration to support their demands.

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Cite This Page — Counsel Stack

Bluebook (online)
6 Pa. D. & C. 785, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richardsons-estate-paorphctsusque-1925.