Smith's Petition

139 A. 832, 291 Pa. 129, 1927 Pa. LEXIS 371
CourtSupreme Court of Pennsylvania
DecidedSeptember 30, 1927
DocketAppeal, 161
StatusPublished
Cited by29 cases

This text of 139 A. 832 (Smith's Petition) 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
Smith's Petition, 139 A. 832, 291 Pa. 129, 1927 Pa. LEXIS 371 (Pa. 1927).

Opinion

Opinion by

Mr. Chief Justice Moschzisker,

In this proceeding for a declaratory judgment, the court below construed the will of Elizabeth Bennett, who died October 13, 1918, as giving to each of her four *132 children a one-fonrth undivided share of her residuary estate, for life, and, at the death of each child, the share involved to such decedent’s children in fee. Judgment was entered accordingly. Since this decision prevented the four children of testatrix from conveying a fee in certain real estate which they had sold to Harry G. Smith, the petitioner in the proceeding for the declaratory judgment, they have appealed.

The petition for the judgment recited, in brief, that William F. Bennett, Daniel M. Bennett, Margaret A. Hurrell and Jennie B. Flenniken, the children of testatrix, with the wife of D. M. Bennett and the husband of Margaret A. Hurrell, had undertaken to convey, for the sum of $2,760, a fee simple title to certain real estate, which the four .first named claim as devisees under the will of their mother; that a question of law had arisen between the vendors and vendee as to whether the above devisees possessed a fee simple estate which they could convey to a purchaser, and that this question involved the construction of the before-mentioned will. The four children of testatrix, with their several spouses, where any, and, in addition, all the adult children of such children, were included as parties to the proceeding, also the Pennsylvania Trust Company of Pittsburgh as guardian of several minor grandchildren of the testatrix, and the Potter Title & Trust Co., of the same city, as trustee of the estates of unborn grandchildren. The petition sets forth that the eleven grandchildren named therein were all living at the date of the will and at the time of the death of testatrix; it also designates their parents, respectively.

In the will, testatrix, after stating a desire to “dispose” of her estate, and naming two of her children to have “jurisdiction over the disposal of [her] clothing, linens, bedding [and] bric-a-brac,” provides as follows: “The remainder of my estate to be equally divided between [my four children] Daniel M. Bennett, William F. Bennett, Margaret A. Hurrell and Jennie B. Fien *133 niken,* * * *My children are to have share and share alike as long as they live and in case of their death their share is to revert to their children.” (The italics are by the writer of this opinion.) The question which this devise raises is, whether thereunder the four above-named children of testatrix take life estates in the realty here in controversy or fee simple interests.

Before entering upon a consideration of the question just put, it should be stated that the provisions represented by the asterisks in the above quotation are briefly as follows: Immediately after the name of Jennie B. Flenniken there is a comma, and then the will reads thus: “after all just claims against it [the estate of testatrix] be satisfied & $100.00 to be set aside on interest the interest to be expended each year in careing for graves (and lot in the cemetery) of my immediate family, $100.00 to be given to each of my grandchildren [naming them, eleven in all]. The above amount to be given when lo't[s] are sold to that amount, my four children to be executors. In case of the death of any of the above named grandchildren before receiving the sum of $100.00 the same revert to my direct heirs. If my children act as executors [no bond to be required]. All just claims against my estate to be satisfied and a stone to be placed at my grave......With the exceptions of $10.00 [paid on cemetery lot by testatrix and M. J. Bennett, entitling them both to' burial there] the lot belongs to D. M. Bennett.” All of the matter just recited is inserted between the first and last parts of the devise to appellants previously quoted; then testatrix states, “I desire that my bed and furnishings go to Lou Jane Bennett, she having no mother to provide such for her”; and, finally, “It is my will that Jennie Flenniken have $300.00 for caring for me when I had a broken hip.”

Appellants contend that, in construing the devise here in controversy, the words of gift, first contained therein, must be accepted (under section 9 of the Act of April 8, 1833, P. L. 249, reenacted by section 12 of the Act of *134 June 7, 1917, P. L. 403, 407) as conferring an absolute fee simple estate, and that the subsequent words, to the effect that they, the devisees, were “to have share and share alike as long as they lived and in case of their death their share to revert to their children,’’ must be construed in such a way as not to cut down this prior absolute gift to them.

We agree with the court below that the present is not a case like Cross v. Miller, 290 Pa. 213, and others of its kind, where the will, after devising a fee to children, indicated, by subsequent language, a secondary intent to strip the estate thus given of some of its inherent qualities; on the contrary, taking the testamentary provisions now before us as a whole, they show a clear purpose to give but life estates to the appellants.

The will evidently was drawn by Elizabeth Bennett herself; while she may have been ignorant of the precise and technical meanings of certain words employed, yet testatrix evidently knew how she wanted to dispose of her estate, and the sense in which she used the words ór expressions in question becomes reasonably clear, in each instance, when their context and the will as a whole is considered.

It may be conceded that the first words in the general devise to the children of testatrix, if these words stood alone, would be sufficient, under the above-mentioned acts of assembly, to give appellants fee simple estates, but this legislation particularly provides that devises without “words of inheritance,” shall not vest a fee where the will indicates, “by words of limitation or otherwise,” an intention “to devise a less estate”; and that is this case, as will now be shown.

Granting that, “in the construction of a will of doubtful meaning, every intendment is made in favor of the heir or next of kin” (Nebinger’s Est., 185 Pa. 399, 404; Brush’s Est., 277 Pa. 9, 13), and that “the law leans in favor of an absolute, rather than a defeasible estate” (Smith’s App., 23 Pa. 9, 11; Jackson’s Est., 179 Pa. 77, *135 83; Carter’s Est., 254 Pa. 565, 568); further, that, where real estate is devised subject to the payment of bequests to others, this is an indication that more than a life estate was intended for the first taker (Coane v. Parmentier, 10 Pa. 72, 73; Fidelity Trust Co. v. Bobloski, 228 Pa. 52, 55); also granting that, death being a thing certain to happen, where a testator speaks of what is to occur to a gift in the event of the death of the first beneficiary named by him, death is generally construed to mean dying in the lifetime of the testator (Mickley’s App., 92 Pa. 514, 517; Shornhorst v. Jacob, 272 Pa. 223, 225; Freeman’s Est., 281 Pa. 190, 195; Seewald’s Est., 281 Pa.

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Bluebook (online)
139 A. 832, 291 Pa. 129, 1927 Pa. LEXIS 371, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smiths-petition-pa-1927.