Steinmetz's Estate

11 A.2d 779, 139 Pa. Super. 386, 1940 Pa. Super. LEXIS 56
CourtSuperior Court of Pennsylvania
DecidedNovember 17, 1939
DocketAppeals, 344-347
StatusPublished

This text of 11 A.2d 779 (Steinmetz's Estate) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Steinmetz's Estate, 11 A.2d 779, 139 Pa. Super. 386, 1940 Pa. Super. LEXIS 56 (Pa. Ct. App. 1939).

Opinion

Opinion by Keller, P. J.,

Daniel Steinmetz died testate on January 10, 1891. By his will he directed his real estate to remain in the hands of his executors, the net income to be distributed as follows:

“One third of said net amount shall be paid to my said wife, Emma G. Steinmetz and the remainder shall be equally divided between my children, Daniel, Henry K., Philip J., John, Charles G., Burtis, Emma M., Martha S., and Fannie J., share and share alike.

“This arrangement I desire to continue during the life of my wife, the said Emma G. Steinmetz; at her decease it is my will that my children shall do as they think best; it is however my will (should my children agree to a division of my estate after the death of my wife) that the separate portion of my daughters, Emma M., Martha S., and Fanny J., shall be separately secured to them and their use beyond the dictation of the husband of either of them.”

The widow, Emma G. Steinmetz, died on October 11, *388 1892. Apparently, all of the children survived their father. The three daughters were all married when their father’s will was written and when he died. Emma M. (Cobb) died before her mother leaving her husband, William B. Cobb, but no issue. Fanny J. (Cattell) died March 12, 1905, leaving her husband, Edward E. Cattell and no issue; he died March 6, 1936. Martha S. (Duffield) died on January 25, 1931, leaving her husband, Charles H. Duffield, and no issue. This appeal is concerned only with her share. She left a will, of which her husband was appointed executor. He died on January 11, 1938 and A. M. Deeney was appointed administratrix d. b. n. c. t. a. Mrs. Duffield’s will is not printed in the record and we do not know what disposition she made of her estate. For reasons hereinafter stated it is not important.

It seems that, following Ihe death of the mother, the real estate of Daniel Steinmetz was sold and the proceeds held by the executors in lieu théreof, as real estate. ; .

Daniel Stein'metz’s will came before the Supreme Court for interpretation in 1895 in Steinmetz’s Estate, Duffield’s Appeal, 168 Pa. 171, 31 A. 1070, and Steinmetz’s Estate, Cobb’s Appeal, 168 Pa. 175, 31 A. 1092.

The Supreme Court held that the will created separate use trusts for the daughters; that on the division of the estate the separate portion of each daughter was to be separately secured to her and her use beyond the dictation of her husband; that each daughter was entitled to receive the net revenue from the trust fund as long as she lived and her husband survived and, on the death of her mother had a remainder in fee subject to a separate use trust during her husband’s lifetime. The court also held that during the continuance of the separate use trust the daughters could not dispose, by deed or will, of the remainder in fee, which would descend as real estate under the intestate laws.

When Mrs. Cobb and Mrs. Cattell died the interest *389 of a husband in his wife’s real estate, under our intestate laws, was a life interest in the whole estate as tenant by the curtesy: Dubs v. Dubs, 31 Pa. 149; Rank v. Rank, 120 Pa. 191, 13 A. 827; Act of April 8, 1833, P. L. 315, sec. 1; but the Supreme Court held that by reason of Mrs. Cobb’s death during the lifetime of her mother, she was seized of no estate in which her husband took any interest by curtesy.

However, before Mrs. Duffield’s death, the intestate laws were changed by the Act of June 7, 1917, P. L. 429, as amended by Act of July 11,1917, P. L. 755. Wife and husband were put on an equality. The life estates formerly given them as dower and curtesy respectively were superseded by the shares allotted under the provisions of the statute, which were declared to be “in lieu and full satisfaction” of dower and curtesy respectively (secs. 3 & 4). These sections have been ruled to be constitutional: Scaife v. McKee et al., 298 Pa. 33, 148 A. 37.

Since the Intestate Act of 1917 went into effect, the share of a husband in the real and personal estate of his deceased wife, who died intestate, without issue, is fixed by section 2(a) as follows:

“Where such intestate shall leave a spouse surviving and other kindred, but no issue, the surviving spouse shall be entitled to the real or personal estate, or both, to the aggregate value of five thousand dollars, in addition, in the case of a widow, to the widow’s exemption as allowed by law; and if such estate shall exceed in value the sum of five thousand dollars, the surviving spouse shall be entitled to the sum of five thousand dollars absolutely, to be chosen by him or her from real or personal estate, or both, and in addition thereto shall be entitled to one-half part of the remaining real and personal estate: Provided That the provisions of this clause as to said five thousand dollars in value shall apply only to cases of actual intestacy of husband and wife, entire or partial, and not to cases where the *390 surviving spouse shall elect to take against the will of the deceased spouse.”

On the death of Mrs. Duffield in 1931, her trustee filed his account and on December 8, 1932 the auditing judge awarded the principal ($6277.34) to Charles H. Duffield, her husband, as tenant by the curtesy for his natural life, conditioned upon his entering bond as directed. This was evidently done by a-superficial following of the adjudication in the trust estate of Mrs. Cat-tell, where such an award had been properly made (Carson v. Fuhs, 131 Pa. 256, 265, 18 A. 1017; Dubs v. Dubs, 31 Pa. 149); and on Mr. Cattell’s death in 1936 the principal had been properly distributed among Mrs. Cattell’s brothers.

The adjudication on Mrs. Duffield’s trust was not excepted to and was confirmed. The husband did not enter security and the trust estate was delivered to a substituted trustee.

On August 19, 1935 Charles H. Duffield filed a petition for review alleging that the adjudication awarding him a life estate as tenant by the curtesy was erroneous; that the Intestate Act of 1917 had abolished curtesy, and distribution should have been made in accordance with the provisions of the Intestate Act of 1917, aforesaid. No intervening rights were affected and the court on September 30,1938 vacated the original adjudication and recommitted the account for further audit. On April 28, 1939, (after Mr. Duffield’s death) the same auditing judge filed a re-adjudication in which he awarded the principal and income to A. M. Deeney, administratrix d. b. n. c. t. a. of Martha Duffield, deceased, to be distributed under the Intestate Act of 1917.

Exceptions were filed by the administrator of the estates of Mrs. Duffield’s brothers, who claimed they were entitled to the fund on the death of Mr. Duffield. These exceptions were dismissed and these appeals followed. .

*391 We think the case was rightly decided in the court below.

As soon as Mrs.

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Related

Scaife v. McKee
148 A. 37 (Supreme Court of Pennsylvania, 1929)
Van Rensselaer v. Dunkin's Executors
24 Pa. 252 (Supreme Court of Pennsylvania, 1855)
Dubs v. Dubs
31 Pa. 149 (Supreme Court of Pennsylvania, 1858)
Rank v. Rank
13 A. 827 (Supreme Court of Pennsylvania, 1888)
Carson v. Fuhs
18 A. 1017 (Supreme Court of Pennsylvania, 1890)
MacConnell v. Lindsay
19 A. 306 (Supreme Court of Pennsylvania, 1890)
Hays v. Leonard
26 A. 664 (Supreme Court of Pennsylvania, 1893)
Steinmetz's Estate
31 A. 1070 (Supreme Court of Pennsylvania, 1895)
Steinmetz's Estate
31 A. 1092 (Supreme Court of Pennsylvania, 1895)
Shields v. McAuley
54 A. 491 (Supreme Court of Pennsylvania, 1903)
Dallett v. Taggart
72 A. 380 (Supreme Court of Pennsylvania, 1909)

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Bluebook (online)
11 A.2d 779, 139 Pa. Super. 386, 1940 Pa. Super. LEXIS 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/steinmetzs-estate-pasuperct-1939.