Shuman v. Heldman

41 S.E. 510, 63 S.C. 474, 1902 S.C. LEXIS 81
CourtSupreme Court of South Carolina
DecidedApril 15, 1902
StatusPublished
Cited by2 cases

This text of 41 S.E. 510 (Shuman v. Heldman) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shuman v. Heldman, 41 S.E. 510, 63 S.C. 474, 1902 S.C. LEXIS 81 (S.C. 1902).

Opinion

The opinion of the Court was delivered by

Mr. Justice Pope.

George Heldman departed this life on the 3d day of October, 1892, leaving a last will and testament, which the plaintiff, as executor, caused to be admitted to probate in the probate court for 'Greenville County, in this State, on the 8th day of October, 1892. By the 5th item of said will, he devised and bequeathed all the rest and residue of his whole estate unto his wife, Mrs. Matilda Ann Held-man, for and during her natural life, with the right to use as much of the corpus as may be necessary to her support and maintainance during her lifetime, if the income and interest of his said estate was not sufficient for her support. By the 7th item, the testator provided as follows: “Item 7. I also devise and bequeath that after the death of my said wife, Matilda Ann Heldman, that the other three-fourths of my whole estate, both real and personal, shall be divided and distributed as follows: First. To my niece, Miss Emma Weise, provided she removes to this State and resides with my wife, Matilda Ann, during the lifetime of my said wife, Matilda Ann, and is kind and affectionate to her, the one-half of my whole estate, both real and personal, to her and the heirs of her body forever; but if my said niece, Emma *477 Weise, does not remove to this State and reside with my said wife, Matilda Ann, during her lifetime, or should she, the said Emma Weise, remove to this State and reside with my wife, Matilda Ann, but dies before my said wife dies, leaving no lawful child or children, then the one-half of my whole estate so willed to said Emma Weise, I do hereby devise and bequeath as follows : One-third of said one-half to my sister, Charlotte Weise, born Heldman; one-third of said one-half to my sister, Catherine Gimbel, born Heldman; one-third of said one-half to the children and grand-children of my sister, Elizabeth, born Heldman, to.them and their heirs and assigns forever.” On the April, 1893, the said Emma Weise left her home in Germany and came to the State of South Carolina, and resided with the said Matilda Ann Eleldman at her home in the city of Greenville, in this State, and did so reside until the day of June,'1894, at which date she returned to the home of her parents, in the city of Bonn, in Germany, where she has continuously resided ever since up to the present time. Mrs. Matilda Ann Heldman, the life tenant, departed this life on the day of February, 1900. Some time thereafter this action was commenced, to which Emma Weise was made a party defendant. The “Case for appeal” does not contain the whole complaint, nor the entire will of George Heldman. The articles numbered one and two of the complaint merely set forth the date of the death of George Heldman and his testacy, and the appointment and qualification by plaintiff as executor, respectively. The articles numbered 3, 4, 5, 6, 7, 8, 9, 15, 16, 17, 18, 19, 20, 21, are omitted in. the “Case for appeal,” but we insert the other sections of the complaint as follows, to wit:

“Section 10. That in and by the said last will and testament, the said George Heldman devised and bequeathed, after the death of his said wife, one-half of his whole estate, both real and personal, so devised and bequeathed to her for life and remaining at the time of her death, to his niece, the defendant, Emma Weise, to her and the heirs of her body *478 forever, provided she removed to this State and resided with his wife, Matilda Ann, during the lifetime of said Matilda Ann, and was 'kind and affectionate to1 her; but in the event that said Emma Weise did not remove to this State and reside with his said wife during her lifetime, or should she remove to this State and reside with his said wife, but die before she did, leaving nO‘ lawful child or children, then the said one-half of his estate so devised and bequeathed to said Emma Weise, be devised and bequeathed as follows: One-third of said one-half to his sister, 'Charlotte Weise, born Heldman; one-third of said one-half to his sister, Catherine Gimbel, born Heldman; and one-third of said one-half to the children and grand-children of his sister, Elizabeth, born Heldman, to them and their heirs and assigns forever.
“Section xi. That the said .Emma Weise at the time of the making of said last will and testament and at the time of the death of said George Heldman, resided in the city of Bonn, on the Rhine, in Germany; and thereafter, to wit: during the month of April, 1893, being informed of the contents of said will, she came to this State, and to the city of Greenville, S. C., and to the home of the said Matilda Ann Heldman, in said city, for the purpose of residing with her during the remainder of the natural life of said Matilda Ann, as contemplated by said George Heldman in- making said last will and testament; but the said Emma Weise remained and resided with said Matilda Ann Heldman only until the month of June, 1894 — about fourteen months — at which time and during said month of June, 1894, she left the home of said Matilda Ann Heldman and the said city and this State, and returned to Germany, and has never been at the home of the said Matilda Ann Heldman, nor in the city of Greenville, nor in the State, since said month of June, 1894; and the said Matilda Ann Eleldman, at and before the death of the said George Heldman and until her death, resided continuously at her home in the city of Greenville, S. C., in the county and State aforesaid.
“Section 12. That by reason of said Emma Weise leaving *479 the home of said Matilda Ann Heldman in June, 1894, and the State and city aforesaid, and returning to Germany and failing to reside with her until her death, she has forfeited her right to claim said property devised and bequeathed to her as hereinbefore stated, and by reason thereof failed to perform the condition on which said property was to vest in her and on which she would have been entitled to same; but the.plaintiff is informed and believed that she claims some interest in said property by reason of removing to this State, though she did not remain here until the death of said Matilda Ann, and he, therefore, makes her a party to this action —denying, however, that she has any interest in said property.
“Section 13. That the defendant, Charlotte Weise, is the sister of the said George Heldman, mentioned in the said last will and testament and described ’therein as follows: ‘My sister, Charlotte Weise, born Heldman,’ and she is entitled to 'one-third of said one-half of his property under said last will and testament, the said Emma Weise not having performed the condition on which she would have become entitled to the same, as above stated.”

Section 14 alleges that one-third of the one-half belongs to the children and grand-children of his sister, Elizabeth, and one-third of said one-half belongs to' his sister, Catherine.

“Section 23. * * * and the plaintiff alleges that it appears from the face of said will, upon a proper construction of the same, that said George Heldman intended, when he made the same, that all his property should be converted into money at the death of his said wife, and said money distributed among the said legatees and devisées according to their rights, as hereinbefore stated.”

The following is the answer of Emma Weise, omitting the caption:

“1.

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Related

Wetterlund v. Holm
74 F.2d 107 (Tenth Circuit, 1934)
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117 S.E. 204 (Supreme Court of South Carolina, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
41 S.E. 510, 63 S.C. 474, 1902 S.C. LEXIS 81, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shuman-v-heldman-sc-1902.