Spotz's Estate

51 Pa. D. & C. 427, 1944 Pa. Dist. & Cnty. Dec. LEXIS 188
CourtYork County Orphans' Court
DecidedApril 12, 1944
StatusPublished

This text of 51 Pa. D. & C. 427 (Spotz's Estate) is published on Counsel Stack Legal Research, covering York County Orphans' Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Spotz's Estate, 51 Pa. D. & C. 427, 1944 Pa. Dist. & Cnty. Dec. LEXIS 188 (Pa. Super. Ct. 1944).

Opinion

GROSS, P. J.,

Gussie A. Spotz died September 11, 1938, unmarried, leaving a will dated [428]*428September 3, 1938, giving, in the fourth item thereof, a life estate with power of consumption to her brother, Percy T. Hoffheins, whom she also appointed executor, and provided in the residuary clause as follows:

“Fifth: After the death of my said brother, Percy T. Hoffheins, whatever remains of principal and interest I order and direct my hereinafter named executor, or the survivor, to convert into cash, and after the same is so converted I order the executor or survivor to divide the same estate into three equal parts.
“(a) One share or part thereof I give, devise and bequeath to my niece, Fern Hoffheins Hemler, absolutely, her heirs and assigns.
(b) One share or part thereof I give, devise and bequeath to my niece, Frances Hoffheins, absolutely, her heirs and assigns.
“(c) The other equal part or share thereof, I give, devise and bequeath to the York Chapter No. 169 of the Order of Eastern Star, its successors and assigns. If this bequest fails then I order and direct that this share shall be divided equally between my two nieces above named.”

Her estate consisted of personalty only. The account of the executor was filed and audited and the residuary balance thereof, the sum of $8,562.81, we awarded to Percy T. Hoffheins under the fourth item of the will. These funds were invested by him in real estate which, after his death, was sold under order of this court by George D. Hemler, successor executor, who accounted for the proceeds in the instant account.

At the audit of this account counsel for Fern Hoffheins Hemler and Frances Hoffheins (now Craig), two of the residuary legatees, claimed the entire balance on the grounds (1) that, testatrix having died within 30 days after the execution of the will, the bequest of one third of said balance to York Chapter No. 169 of the Order of the Eastern Star is void under section 6 [429]*429of the Wills Act of 1917 because it is a bequest for a religious or charitable use; and (2) if it is not a bequest of that character, it is void for the reason that said chapter of the Eastern Star is a religious or charitable organization and incapable of taking a bequest.

The first ground leads us to the inquiry as to whether or not York Chapter, Order of the Eastern Star, is a religious or charitable organization.

It is the religious or charitable character of the legatee that determines the religious or charitable character of the gift: The Evangelical Association’s Appeal, 35 Pa. 316; Lawson’s Estate, 264 Pa. 77. “The Order of the Eastern Star” is ordinarily looked upon as a social and fraternal organization which is limited in its membership and composed of men who are Free Masons and women who bear certain relationships to Free Masons or to deceased Free Masons. Its membership in Pennsylvania is about 78,000. York Chapter No. 169, Order of the Eastern Star, hereinafter referred to only as “York Chapter”, is a subordinate lodge of the Grand Chapter of Pennsylvania, Order of the Eastern Star, hereinafter referred to only as “Grand Chapter”, which is in turn a subordinate of the General Chapter, Order of the Eastern Star, hereinafter referred to only as “General Chapter”. None of these three organizations is incorporated. The General Chapter comprises various grand chapters in the States of the United States and in the provinces of the Dominion of Canada and has or may have subordinate chapters under its direct control in jurisdictions where there is no grand chapter. In addition to the grand chapters, which have only State-wide jurisdiction, there are three other grand' chapters which are independent but which are recognized by and reciprocally recognize the general chapter, namely, the Grand Chapters of New York, New Jersey, and Scotland. The members of the general chapter consist of all incumbent elective and appointive officers of the general [430]*430chapter by virtue of their own right only and certain other officers of the several grand chapters under its immediate jurisdiction, all of whom must be active members in good standing of some subordinate chapter owing allegiance to a grand chapter under its jurisdiction or of a chapter under the immediate jurisdiction of the general chapter.

According to the preamble to the constitution of the general chapter, the landmarks of “The Order of the Eastern Star” are, among other things, a belief in a Supreme Being and the conferring of five secret degrees upon its members. Its lessons are scriptural, its teaching moral, and its purposes benevolent. Its obligations are based upon the honor of those who obtain its secrets and are framed upon the principle that, whatever benefits are due from Masons to the wives, daughters, mothers, widows, and sisters of Masons, reciprocal duties are due from them to Masons. The obligation to the order is voluntarily assumed and perpetual. The election of candidates for degrees or membership must be unanimous, without debate, and kept inviolably secret, and every member is amenable to the laws of the order. The revenues of the general chapter are derived from the granting of charters to chapters, from the sale of books and supplies furnished to chapters, from annual dues of subordinate chapters coming under its immediate jurisdiction, and from a per capita tax on the membership of grand chapters when levied by the general chapter. While paying no sick or death benefits, the general chapter maintains a relief committee for the purpose of contributing funds to effect relief in times of calamity and distress producing great suffering, distress, and want. Such committee shall have power to disburse such funds placed under its control by appropriations made upon recommendation of the board of right worthy grand trustees or from contributions made for that purpose or by indi[431]*431viduals, chapters, or grand chapters of the order or other societies or organizations. The general chapter also maintains an educational committee to follow closely all general work being done along educational lines, whether it be National, State, or local, to cooperate with grand chapters’ own educational committees when called upon, and to present to the general chapter or its assemblies their findings, with such recommendations as seém in their judgment to be for the best interests of education in its widest sense.

The constitution of the Grand Chapter of Pennsylvania sets forth that its object and the object of the subordinate chapters constituted under its authority is “to promote the practice of charity and fraternity”. The membership of the grand chapter consists of the grand officers who shall hold office until their successors have been elected and installed and certain officers of the subordinate chapters. It functions by and with the authority of the general chapter. Its revenues consist of moneys received from the issuing of new charters and furnishing supplies to subordinate chapters, fees for certain dispensations, from initiations in subordinate chapters, and a per capita tax of 50 cents per year upon members of subordinate chapters, 20 cents of which shall be used to support the Eastern Star Homes of Pennsylvania. The grand chapter maintains a welfare fund which is created by means of a per capita tax of one cent per month on members of subordinate chapters.

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Bluebook (online)
51 Pa. D. & C. 427, 1944 Pa. Dist. & Cnty. Dec. LEXIS 188, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spotzs-estate-paorphctyork-1944.