Stoler's Estate

143 A. 121, 293 Pa. 433, 59 A.L.R. 1402, 1928 Pa. LEXIS 538
CourtSupreme Court of Pennsylvania
DecidedApril 10, 1928
DocketAppeal, 2
StatusPublished
Cited by19 cases

This text of 143 A. 121 (Stoler's 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
Stoler's Estate, 143 A. 121, 293 Pa. 433, 59 A.L.R. 1402, 1928 Pa. LEXIS 538 (Pa. 1928).

Opinion

Opinion by

Mr. Justice Frazer,

The matter here for decision is the proper interpretation of the following provision in the will of John Stoler: “I give, devise and bequeath all my property, real, personal and mixed to my wife Melissa C. Stoler for and *435 during the period of her natural life. At her death I give, devise and bequeath the same to my next of kin to be divided among them in accordance with the provisions of the intestate laws of Pennsylvania.” Appellant here, administrator of the estate of the widow, Melissa C. Stoler, who died intestate, contends that by the above terms of his will Stoler intended to include his wife as one of his next of kin, and consequently as such her estate is entitled to participate in the distribution to the extent of one-half of her husband’s property. The auditor sustained this construction of the will and awarded one-half of the estate accordingly. Exceptions to his report were filed by the collateral heirs of John Stoler, who had died without lineal descendants. The learned judge of the orphans’ court sustained the exceptions and directed a distribution of the estate among his heirs, appellees here.

By his will Stoler first created in his wife a life interest in his property, directed its final disposition as quoted above, and appointed his widow executrix of his estate to act during her life and to be succeeded at her death by his nephew as executor. In a codicil testator made one exception to his bequests to his next of kin, by giving to Annie Gipe, a niece of his wife, a share “equal in amount with such of my nephews and nieces as will under the provisions of the intestate laws of Pennsylvania receive the lowest share in amount of my estate.” Under authority of the will the real estate of testator was sold and the fund to be distributed is personalty.

We may at once express our concurrence in the conclusion of the learned court below that John Stoler intended in his will that his estate should vest in his next of kin, at the time of his death. We apply to this case a rule of construction so long established in this Commonwealth as to be now considered elementary. It is thus stated in Buzby’s Est., 61 Pa. 111, 116: “As a general rule of construction, it is well settled that a devise, or bequest to heirs, or heirs at law of testator, or to his next of kin, *436 will be construed as referring to those who are such at the time of the testator’s decease, unless a different intent is plainly manifested”; and see Carstensen’s Est., 196 Pa. 325, 327, and cases there cited; this is now so well recognized that nothing but the expression of a clear intention to the contrary in the will can be allowed to alter the rule: Tatham’s Est., 250 Pa. 269, 276. We may dismiss further attention to this phase of the case before us by saying that nothing but a direct insertion of additional words could suffice to indicate a different intention on the part of testator. Were it otherwise, that intention must necessarily be shown by the unmistakable meaning derived from the language used; we do not find such certainty in the language of this will to permit a departure from the rule.

We approach then the chief question for determination, the real import of which is not conveyed in the phraseology of appellant’s statement of questions involved, as follows: “After the death of the widow, is her administrator entitled to one-half of the fund for distribution, which is treated as personal property by the auditor and the court” — nor by that of appellees: “Did testator after giving his entire estate to his wife for life, also give by his last will and codicil thereto one-half of his estate to her absolutely?” The question necessitated by the terms of the will is: Did testator intend by the terms of his will to include his wife as one of his next of kin? The auditor found as a conclusion of law that the next of kin of testator are to be determined as of the date of his death and that his widow belonged to the class he embraced in the words “next of kin,” among whom his estate was to be divided at the end of his wife’s life interest, in accordance with the intestate laws of this State; but the court below held that the wife did not fall within that class and her estate was therefore not entitled to share in the final distribution.

By the proper use of apt words, testator created in his wife a life interest in his entire property — “all my prop *437 erty, real, personal and mixed.” Then, in the same paragraph of the will, abruptly and completely refraining from further express or indirect provision for her, he continued: “At her death, I give devise and bequeath the same [all my property] to my next of kin to be divided among them in accordance with the provisions of the intestate laws of Pennsylvania.” We find no ambiguity or uncertainty here. The words are apt, precise and conclusive. The evidence at the hearing before the auditor and the history of the case as presented in the record before us by both appellant and appellees, certainly allow the presumption that testator knew the degree of relationship of the persons who comprised his next of kin when making his will, being his one surviving sister and nephews and nieces. There is of course no question but that these, under the will, were to be the recipients of his bounty, and that is admitted by appellant. But appellant includes-the widow also in the next of kin. The gist of his argument is to' the effect that a tenant for life is included in a gift to heirs or next of kin if the tenant for life is a member of that class, and that the wife here is a member of that class because testator’s gift is “to next of kin in accordance with the intestate laws of the State of Pennsylvania.” Unfortunately for appellant, that is not what John Stoler in his will directs. It is true and has always been held in this Commonwealth as a rule of construction that if the tenant for life be of the next of kin, either solely or jointly with other persons, he will not, on that account, be excluded from participation in the remainder to next of kin: Buzby’s Est., supra; Stewart’s Est., 147 Pa. 385, 386. So that the mere fact that the widow was the life tenant of her husband, under his will, could have no effect towards excluding her estate from participation in the distribution of his property; and if her husband in the will expressly provided for her inclusion, or there are expressions therein which show a clear intent on his part of such inclusion, there could be no question of the *438 legal soundness of appellant’s claim for a share in the estate left by Stoler. A careful study, however, of the will as a whole convinces us that the rule of construction stated above does not control here. The claim of appellant that testator’s intention was to include his wife as one of his next of -kin is based on an obvious fallacious construction of the instrument, reached by an equally obvious misplacement of testator’s words. The will does not say, as insisted by appellant, that the gift is “to next of kin in accordance with the intestate laws of Pennsylvania.” That is a positive disarrangement of testator’s words to arrive at an interpretation of the will in accordance with appellant’s argument.

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Cite This Page — Counsel Stack

Bluebook (online)
143 A. 121, 293 Pa. 433, 59 A.L.R. 1402, 1928 Pa. LEXIS 538, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stolers-estate-pa-1928.