Ritter's Estate

53 Pa. Super. 337, 1913 Pa. Super. LEXIS 177
CourtSuperior Court of Pennsylvania
DecidedApril 21, 1913
DocketAppeal, No. 194
StatusPublished

This text of 53 Pa. Super. 337 (Ritter's Estate) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ritter's Estate, 53 Pa. Super. 337, 1913 Pa. Super. LEXIS 177 (Pa. Ct. App. 1913).

Opinion

Opinion by

Head, J.,

The will of Elizabeth Ritter contained, inter alia, the following devise: “I give and bequeath to my daughter Harriet my new house .... on condition, however, that my daughter accepts the said house at Eight Hundred Dollars, and then my daughter Harriet shall have the said house in possession as long as she lives and enjoy the rents and income thereof, and after her death be divided in equal shares among her bodily heirs. Should, however, none of the bodily heirs of my daughter Harriet arrive at the age of twenty-one years and leave no lawful bodily heirs, then the aforesaid house shall fall back to my other children and their heirs forever, &c.” Harriet accepted the devise at the valuation. She married and had two sons, both of whom lived until after they had reached the age of twenty-one years. One of them, after having attained his majority, died in the lifetime of the said Harriet, leaving to survive him one son, the appellant. The other son of Harriet survived his mother and is still living. The [340]*340said Harriet, by her last will, devised to that son, the appellee, the property which was the subject of the devise we have quoted in the will of Elizabeth Ritter. The contention of the appellant is that under that devise Harriet took but an estate for life with remainder in fee to her two sons. As a consequence he claims to be the owner of the undivided one-half of the property which was the subject of that devise. The contention of the appellee is that his mother Harriet took an estate in fee which by the terms of her will has become vested in him. This view was sustained by the learned court below, and the petition of the appellant for a writ of partition was dismissed. From that order or decree this appeal was taken.

Let us first look at the naked devise, stripped of any qualifying words, to determine what its nature and extent would be in the absence of such qualifying words. We would then have simply a devise to Harriet for life with remainder to her “bodily heirs,” i. e., heirs of her body. From time immemorial almost the law has declared that the estate created by such a devise would be an estate tail, which, under the operation of our statute, would become an estate in fee. The learned counsel for the appellant, conceding this to be true, urges upon us the conclusion that because of the words of distributive modification used in connection with the words “bodily heirs,” and the following superadded words of limitation in the devise over, on the contingency that did not happen, the words “bodily heirs” are to be construed as if the testatrix had said children. This would convert the words, “bodily heirs,” into words of purchase instead of words of limitation, and bring about the result desired from his standpoint.

The persistence with which the law clings to the long-established meaning of the expression here used by the testatrix, and the extent of the burden to be borne by one who attempts to convert those words into words of purchase have been reiterated in a long line of cases, but nowhere perhaps are they stated more clearly and strongly [341]*341than by Mr. Justice Strong in Guthrie’s Appeal, 37 Pa. 9. In that case the attempt was made to show that the word “ children,” ordinarily a word of purchase, was to be construed as if the testator had used the word “ heirs ” or the expression “ heirs of his body.” The argument of Mr. Justice Strong was to show that it was just as difficult to take the word “children” out of its proper class and convert it into a word of limitation as it would be to take the word “heirs” or the expression “heirs of the body” out of the opposite class and convert them into words of purchase. He says: “Admitting now, with Mr. Hayes, that the word 'children’ may be construed to mean 'heirs of the body,’ yet there must be, as he says, an express warrant for this change of its legitimate meaning, under the hand of the author of the gift. The intention to use it as a word of limitation, contrary to its natural import, must be rendered clear by the words of the grantor or testator himself. Conjecture, doubt, or even equilibrium of apparent intention, will not suffice.” The opinion, then, referring to the celebrated argument of Mr. Justice Blackstone in Perrin v. Blake, informs us that in that case the words used were “heirs of the body,” and the defendant labored to show that they were words of purchase. “It is not incumbent bn the plaintiff to show by express evidence, that his testator meant to adhere to the rule of law (i. e., that heirs of the body are words of limitation), for that is always supposed till the contrary is clearly proved; but it is incumbent on the defendant to show by plain and manifest indications, that the testator intended to deviate from the general rule; for that is never supposed till made out, not by conjecture, but by strong and conclusive evidence.”

The burden then is strongly upon the present appellant, not merely to raise a doubt as to whether or not the testatrix used the expression she chose according to its legal significance, but to demonstrate clearly and satisfactorily from the will itself, that she did not intend so to use them. To accomplish this he first relies on the words of distribu[342]*342tive modification used by the testatrix, to wit, “And after her death be divided in equal shares among her bodily heirs.” In the same opinion the effect of such distributive words, as well as of words of superadded limitation, on which the appellant finally relies, is thus stated: “True, it has been ruled that, in cases where the remainder is limited to ‘heirs of the body,’ a direction that they shall take distributively, will not prevent the application of the rule in Shelley’s Case; but this is because the presumption of limitation arising from the use of the word ‘heirs,’ is too strong to be rebutted by the repugnant provision for distribution. ... So, too, it has been held that the rule applies, though, in addition to the first words of inheritance, viz., heirs or heirs of the body, there are superadded words of limitation, similar to the first, but this is for the same reason.”

In Criswell’s Appeal, 41 Pa. 288, the opinion was delivered again by Mr. Justice Strong. He says: “The court below inferred that the testator meant ‘children,’ by the word ‘heirs,’ from his use of the alternative phrase, ‘or to such of them as may be then living.’ . . . We are not convinced by this argument. Let it be admitted that the words ‘then living’ are strictly of no legal meaning, when applied to heirs, this is no sufficient reason for holding that the testator, in the use of technical words of limitation, intended to depart from their ordinary legal meaning. It is not so easy to overcome the contrary presumption. . . . The books are full of cases in which it has been held that superfluous, and even inconsistent doctrines in a will, do not suffice to reduce the word ‘heirs,’ or ‘heirs of the body,’ into words of purchase. Thus, words of superadded limitation alone are insufficient, as in case of a gift to A, for life, remainder to the heirs of his body, and to their heirs forever. So, when there are added words of distributive modification, as in a gift to A, for life, remainder to the heirs of his body, as tenants in common, share and share alike. These words of additional limitation or of distribution cannot take [343]*343effect, if the word ‘heirs’ retains its legal meaning; and yet they are uniformly ruled to be insufficient to change it into a word descriptive of persons. See Smith on Executory Interests, pp. 472 et seq., and cases collected.” This case is cited with approval by Mr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Guthrie's Appeal
37 Pa. 9 (Supreme Court of Pennsylvania, 1861)
Criswell's Appeal
41 Pa. 288 (Supreme Court of Pennsylvania, 1862)
Ogden's Appeal
70 Pa. 501 (Supreme Court of Pennsylvania, 1872)
Robins v. Quinliven
79 Pa. 333 (Supreme Court of Pennsylvania, 1875)
Dinan v. Supreme Council of Catholic Mutual Benefit Ass'n
62 A. 1067 (Supreme Court of Pennsylvania, 1906)
Arnold v. Muhlenberg College
76 A. 30 (Supreme Court of Pennsylvania, 1910)
Roth v. Cohn
84 A. 964 (Supreme Court of Pennsylvania, 1912)

Cite This Page — Counsel Stack

Bluebook (online)
53 Pa. Super. 337, 1913 Pa. Super. LEXIS 177, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ritters-estate-pasuperct-1913.