Schlotzhauer's Estate

12 Pa. D. & C. 435, 1929 Pa. Dist. & Cnty. Dec. LEXIS 280
CourtPennsylvania Orphans' Court, Lancaster County
DecidedMarch 28, 1929
DocketNo. 56
StatusPublished

This text of 12 Pa. D. & C. 435 (Schlotzhauer's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Lancaster County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schlotzhauer's Estate, 12 Pa. D. & C. 435, 1929 Pa. Dist. & Cnty. Dec. LEXIS 280 (Pa. Super. Ct. 1929).

Opinion

Appel, P. J.,

The record in this case discloses a peculiar situation: Harry Schlotzhauer, the decedent, made a will disposing of his estate Feb. 11, 1908. A child, Robert Henry Schlotzhauer (hereinafter called the minor), was born to him Nov. 4, 1912. In May, 1913, he made a codicil to his will as hereinafter appears. Testator died Nov. 30, 1925, leaving per[436]*436sonal and real estate. He is survived by his widow and three children, including the minor above referred to. The will and codicil were duly probated and letters testamentary were granted to the executrix named in the will. The widow elected to take under the will. The Farmers Trust Company of Lancaster was appointed guardian of said minor on the theory that he had an interest in the estate of his father by reason of his birth after the date of the will. On Jan. 14, 1926, the guardian presented a petition to the Orphans’ Court asking for an allowance of $100 per month for maintenance and support out of the income of the minor’s share, this share being estimated at approximately $30,000. This allowance was granted as prayed for. Jan. 6, 1927, the guardian by petition asked the court to revoke this order for maintenance and support, alleging the order was asked for under a misapprehension of the law, and admitting that, inasmuch as testator made a codicil to his will after the birth of the minor, he had no interest in the estate. This petition was signed by the guardian, by the minor himself, being then over fourteen years of age, and by his mother as next friend. The'same day the order of Jan. 14, 1926, was revoked as prayed for.

Oct. 6, 1928, the executrix filed a first and partial account. Nov. 27, 1928, exceptions to the account were filed by counsel for the guardian.

These exceptions indicate that the guardian has reverted to its first legal position as to the minor’s interest in the estate and now asserts a vested interest therein for its ward which justifies a legal right to file exceptions to the account.

Jan. 31, 1929, on petition of the executrix, the widow, and one of testator’s sons, a rule to show cause why the exceptions to the account filed by the guardian should not be dismissed was granted. To this an answer was filed on Feb. 27, 1929, by the guardian, in which it is averred “that by reason of the birth of the said Robert Henry Schlotzhauer on Nov. 4, 1912, after the execution of the will of Harry Schlotzhauer dated Feb. 11, 1928, the said Robert Henry Schlotzhauer has a vested interest in the said estate under the intestate laws of Pennsylvania.” It is further averred that the interest of the minor in his father’s estate was unaffected by the codicil of May, 1913, made after the birth of said minor.

Counsel for petitioners contend, on the other hand, that the decree of the court on Jan. 6, 1927, in which the order for maintenance and support made Jan. 14, 1926, was revoked, is conclusive as determining the rights of the minor in the estate, that the question of the interest of the minor in the estate of his father is now res adjudicata and the guardian has no legal status to file exceptions to the account. In answer to this contention, it may be said that nothing was involved or passed upon by the court in its decree of revocation except the question of the allowance, that being the subject-matter of the original order of Jan. 14, 1926. However contradictory and irreconcilable the present contention of the guardian may be, due to a reconsideration of the law, we think the guardian and its ward are entitled to a decision on the merits of the legal question involved. This we now proceed to discuss.

When testator made his will Robert Henry Schlotzhauer, his youngest child, was unborn and was unprovided for in the disposition of the estate. His birth after the making of the will, by operation of law, placed him within the provisions of section 21 of the Wills Act of June 7, 1917, P. L. 403, as amended by the Act of May 20, 1921, P. L. 937, and as to him the will had no effect, and testator is construed to have died intestate. The act is as follows:

“Section 21. When any person, male or female, shall make a last will and testament, and afterward shall marry, or shall have a child or children, either [437]*437by birth or by adoption, not provided for in such will, and shall die leaving a surviving spouse and such child or children, or either a surviving spouse or such child or children, although such child or children be born after the death of their father, every such person, so far as shall regard the surviving spouse or child or children bom or adopted after the making of the will, shall be deemed and construed to die intestate; and such surviving spouse, child, or children shall be entitled to such purparts, shares, and dividends of the estate, real and personal, of the deceased, as if such person had actually died without any will.”

As was said by Mr. Chief Justice Brown in Baum’s Estate, 269 Pa. 63, 66: “The moment the son was bom to the testator the law added a codicil to his will.” This gave him a share in his father’s estate as if he had made no will and died intestate. This was the legal status and his inheritance was secure and could not be challenged until May, 19T3, when testator made a codicil to his will as follows:

“I, Harry Schlotzhauer, the testator above mentioned, do make and publish this codicil to my last will and testament in the following manner, to wit:
“All of the interest I may have at the time of my decease in the business of C. G. Vollmer & Co., Limited I give and bequeath unto my dear wife Katharine absolutely.
“In witness whereof I have hereunto set my hand and seal this-day of May, A. D. 191'3.
“Harry Schlotzhauer [Seal].”

This codicil is not witnessed, but the signature of the testator was proven by competent witnesses and it was admitted to probate by the register of wills along with the will. Subscribing witnesses were not necessary. See section 2 of the Wills Act of June 7, 1917, P. L. 403.

The legal question to be determined is:

Is the codicil of May, 1913, such a republication of the original will of Peb. 11, 1908, as will defeat the inheritance of the minor given him by section 21 of the Wills Aet of 1917?

Counsel for the guardian and its ward contend that this question must be answered in the negative for the following reasons, namely: That the codicil nowhere mentions the after-bom son; that it does not contemplate a new disposition of the estate as a whole; that it does not indicate in any way that testator contemplated or had in mind his son; further, that testator’s only idea in making the codicil was to make an absolute gift to his wife of certain possible assets; that testator did not make any provision for his son and has not made it clear that the will or codicil should apply to him; that the codicil does not expressly confirm the will and does not show an intention to re-enact the will; that no revival of the will as of the date of the codicil can be presumed in the absence of a testamentary intent; and, finally, that the codicil does not in law amount to a republication of the will.

While these and many similar expressions may be found in opinions in the appellate courts in adjudicated cases and may seem to sustain the contention here made, we believe in the instant case the question propounded must be answered in the affirmative.

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Cite This Page — Counsel Stack

Bluebook (online)
12 Pa. D. & C. 435, 1929 Pa. Dist. & Cnty. Dec. LEXIS 280, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schlotzhauers-estate-paorphctlancas-1929.