Sowers Estate

119 A.2d 60, 383 Pa. 566, 1956 Pa. LEXIS 632
CourtSupreme Court of Pennsylvania
DecidedJanuary 3, 1956
DocketAppeal, 194
StatusPublished
Cited by81 cases

This text of 119 A.2d 60 (Sowers Estate) 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
Sowers Estate, 119 A.2d 60, 383 Pa. 566, 1956 Pa. LEXIS 632 (Pa. 1956).

Opinion

Opinion by

Mr. Justice Beul,

Sowers died testate on April 28,1923 leaving a wife, Minnie E. Sowers who died on November 30, 1924 without re-marrying, and three children, John E. Sowers, Marmaduke Sowers and Catherine E. Sowers, as well as an adopted daughter, Josephine R. Sowers who was the daughter of testator’s daughter, Rebecca, who predeceased testator. Neither Rebecca nor her son, John A. Gernert, Jr., who is claiming under a class gift in the eighth paragraph of Sowers’ will, were named in or specifically bequeathed anything by testator’s will. Josephine R. Sowers died on January 24, 1952, without issue. For undisclosed reasons, the executor filed his first account on September 18, 1952.

Testator in the fifth paragraph of his will left his residuary estate “in trust nevertheless, for the uses, persons and purposes . . .

“. . . to pay said net income to the following persons and in the following proportions, viz.:

“In trust to pay over one-third of said net income, in semi-annual payments, unto my beloved wife, Minne E., during her natural life or so long as she remains my widow; in trust to pay over the remaining two-thirds part of said net income, * in semi-annual payments, unto my children, John E. Sowers, Marmaduke Sowers, *569 Catherine E. Sowers and my adopted daughter Josephine R. Sowers, in equal shares, share and share alike, during their life time.

“In trust, in case of the re-marriage of my said wife, to pay over her said one-third part of such net income unto my children, John E. Sowers, Marmaduke Sowers, Catherine E. Sowers and my adopted daughter, Josephine R. Sowers, in equal shares, share and share alike, during their Ufe time.

“In trust upon the death of my said children, including my adopted child, as each one shall be deceased to pay over to the lawful issue of such child or children the full part of the principal fund of which the deceased parent was receiving the income, in equal shares, share and share alike; and further, in case any child shall die before the death or re-marriage of my said beloved wife, Minne E., then upon such death or re-marriage, to pay over to the lawful issue of such deceased child or children, including issue of my adopted child, the full one-fourth part of one-third of said principal fund from which my said beloved wife was receiving the income as herein provided.”

It is obvious that the will was unskillfully drawn in two important contingencies — it expressly provided what testator wished to happen to the one-third part of the net income which was payable to his wife, in case of the re-marriage of his wife, but (a) it does not expressly provide what testator wished to happen to saicl income in the event of his wife’s death and (b) consequently to the one-third part of the principal from which she was receiving the income, except — and this is a very important exception — namely, if one of his children died before his wife’s death or re-marriage such deceased child’s lawful issue should be paid a full one-fourth of the principal from which his wife was receiving the income. His will would clearly have given to *570 his named children and their lawful issue in any and every eventuality the income and the principal of the one-third share set apart for his wife, if the words “death or” had not been omitted in one sub-paragraph of paragraph 5.

The Court below held that an intestacy resulted after the wife’s death in one-third of the corpus and income, even though an intestacy could not possibly result as to this principal if a (named) child died before the re-marriage or death of testator’s wife leaving lawful issue, since in that event one-fourth of said principal was, we repeat, expressly payable to the lawful issue of such deceased child. If an intestacy of principal were declared as to testator’s children in event of his wife’s death, but no intestacy of principal as to their issue, the situation which would arise would be both anomalous and absurd.

“The pole star in the construction of every will is the testator’s intent: Woelpper’s Appeal, 126 Pa. 562, 17 A. 870; Mulert Estate, 360 Pa. 356, 61 A. 2d 841; Byrne’s Estate, 320 Pa. 513, 181 A. 500. [Britt Estate, 369 Pa. 450, 454, 87 A. 2d 243; O’Reilly Estate, 371 Pa. 349, 352, 89 A. 2d 513; Wright Estate, 380 Pa. 106, 107, 110 A. 2d 198].” The testator’s intention must be ascertained from the language and scheme of his will: “it is not what the Court thinks he might or would have said in the existing circumstances, or even what the Court thinks he meant to say, but what is the meaning of his words”: Britt Estate, 369 Pa., supra.

Furthermore we said in Lifter Estate, 377 Pa. 227, 231, 103 A. 2d 670: “A Court has no power to rewrite a will to supply a testator’s unexpressed intent, or to cover circumstances or conditions or contingencies which he apparently did not foresee or provide for.

“Moreover: ‘The Court is always reluctant to supply words of material import to a will: Elkins’ Estate, *571 339 Pa. 193, 12 A. 2d 83. “. . , interpretation is never to assume the proportions of reformation . . ’ Berger Estate, 360 Pa. 366, 371, 61 A. 2d 855.

“ ‘ “Words and phrases may be supplied or rejected when warranted by the immediate context or the general scheme of the will, . . : Bender v. Bender, 226 Pa. 607, 613. See also Jacobs’ Estate, 343 Pa. 387, 392’: Davis’s Estate, 346 Pa. 247, 251, 29 A. 2d 700.

“ ‘A word or words may be supplied where there is a clear inference from the whole will that the words were omitted [by mistake]: Hellerman’s Appeal, 115 Pa. 120, 8 A. 768; Jacobs’ Estate, 343 Pa. 387, 22 A. 2d 744; Wittmer’s Estate, 151 Pa. Superior Ct. 274, 30 A. 2d 197; 2 Page on Wills (3rd ed.), page 861’: Riegel v. Oliver, 352 Pa. 244, 247-248, 42 A. 2d 602.”

To summarize: Mr. Sowers’ intent is clear in the following particulars: (1) he willed one-third of the net income of his residuary estate to his wife for her life or so long as she remained his widow, and the remaining two-thirds of said residuary net income to his three named children and his adopted daughter in equal shares during their respective life time; (2) as each of his children and his adopted child died, he directed his trustees to pay over to the lawful issue of such deceased child “the full part of the principal fund of which the deceased parent was receiving the income?’, and (3) “and further, in case any child shall die before the death or re-marriage of my . . . wife . . . then upon such death or re-marriage, to pay over to the lawful issue of such deceased child . . . including issue of my adopted child,

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Bluebook (online)
119 A.2d 60, 383 Pa. 566, 1956 Pa. LEXIS 632, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sowers-estate-pa-1956.