Watson's Estate

88 A. 433, 241 Pa. 271, 1913 Pa. LEXIS 776
CourtSupreme Court of Pennsylvania
DecidedMay 22, 1913
DocketAppeal, No. 353
StatusPublished
Cited by24 cases

This text of 88 A. 433 (Watson'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
Watson's Estate, 88 A. 433, 241 Pa. 271, 1913 Pa. LEXIS 776 (Pa. 1913).

Opinion

Opinion by

Mr. Justice Mestrezat,

We think the controlling question in this case is ruled by Tyson’s Est., 191 Pa. 218, Dickinson’s Est., 209 Pa. 59, and kindred cases, and that the learned court below erred in its disposition of the case. The doctrine is well illustrated in Tyson’s Estate. There the testator gave his widow his whole estate, both real and personal, with the right to use it at pleasure for her sole use as fully and largely as the testator himself could have done in his lifetime and with the management and control of the same, and with full power at any time to sell or dispose of any part or the whole of it and to transfer or [274]*274convey the same to the purchaser. He directed that after his widow’s death the executors should sell the personal property and real estate if any remained, pay all just debts and expenses, and gave one-half of the residue to his brothers and sisters and the other half to the brothers and sisters of his widow. At the time of her death the widow was in possession of part of the personal property and part of the real estate which she, disposed of by will., The executor of her husband presented" a petition to the Orphans’ Court and obtained a citation to show cause why the property remaining in her possession should not be delivered to him. He claimed that she took but a life estate in both the personal and real property while the respondents, the executors of the widow and the legatees under her will, claimed that, under her husband’s will, she took an absolute estate in the property. The Orphans’ Court refused the relief prayed for in the petition, holding that by her husband’s will the personalty passed to his widow absolutely, on the ground that a bequest of personalty with power to consume, sell and dispose of, carries an absolute and unrestricted title to it. The husband’s executor appealed to this court, and we reversed the decree of the lower court, holding that the rule that a bequest of personalty with power to consume, sell and dispose of carries an absolute and unrestricted title to it, although there is a gift over of what is left to other parties, is not a rule of law, but a rule of construction in aid of discovery of testator’s intent, and that it will be applied only where the legatee has used and appropriated the property in an honest exercise of the discretion with which the testator has clothed him. In disposing of the case we said (p. 228): “The test in all such cases is the good faith of,the action of the beneficiary. If it is an honest exercise of the discretion with which the testator has clothed him his action is conclusive, but he cannot be permitted to make use of the [275]*275mere form to defeat or evade the true intent and pervert the gift to a different purpose.”

James G. Watson died in Uniontown in 1902, testate, leaving to survive him a widow, Mary Watson, and collateral relatives but no issue. He left a will, dated March 22, 1902, by which, after directing the payment of his debts and funeral expenses, he gave to his wife in fee, and in case of her death before him, then to her heirs in fee, two improved lots and one vacant lot situate in Uniontown. By the second and third items of his will he bequeaths certain pecuniary legacies, amounting in the aggregate to $1,300. The fourth item of the will, the one out of which this controversy arises, provides as follows: "All the rest and residue of my estate and any lapsed legacies, real, personal or mixed, whatsoever and wherever situated, I give, devise and bequeath to my said wife, Mary Watson, in lieu of her dower interest, for her sole use, benefit and support during her natural life, and to be in her sole control and direction, and whatever remains of the same at her death, whether real, personal or mixed, my Will is and I hereby direct my executor to convert into money.” He then gives "all my estate so remaining after the death of my said wife” to the heirs of his deceased brothers and sisters.

Watson’s executor filed a final account on May 26, 1902, showing a balance after deducting the debts, specific legacies, and cost of administration of $19,293.48. This balance was made up of $150 in household goods, $.15,000 in bonds, and $4,143.48 in cash, all of which was turned over to the widow under item 4 of the will.

Jane A. Murphy, daughter and heir of a deceased brother of the testator, presented her petition to the court below setting forth, inter alia, the facts above stated and averring that in addition to the personal property received by the widow from the executor that she took.into her possession the real estate devised to her husband which in addition to furnishing her a [276]*276place of residence furnished also an income to her of $600 per year in rents, that her net income from the rents and the personal property bequeathed her was over $100 per month, that such income was sufficient “for her sole use, benefit and support,” and more, in fact, than she uses, that “being now advanced in years and of poor health, surrounded by relatives whom she has been induced to aid and support, she is spending and has spent, principally for and on account of said relatives, as your petitioner is informed and believes and will be able to prove, not only her said annual income of about $1,600, but also the said $4,143.48 in cash, received from said executor, and of said $15,000 of bonds to the amount of one to two thousand dollars.” The petition prayed that the widow be required to file an account showing the property received and held by her under item 4 of her husband’s will, also the income derived therefrom and that she be required to give bond for the safe keeping of the property received and held by her under item 4 of the will.

The widow filed an answer in which she averred that the property given her in the fourth item of her husband’s will was for her sole use, benefit and support during her natural life, and to be in her sole control and direction, and that she is not accountable to the petitioner for the use she makes of said property or for the management thereof or for the income arising therefrom, “the petitioner under the terms of the will of said deceased, having no interest in said property but having only an interest in the proceeds of such portion thereof as may remain at respondent’s death.” The answer denied the right of the petitioner to inquire into the amount of the income of the respondent, and also denied that the respondent is incapacitated by age or poor health from managing properly her business or that she is surrounded by relations who have induced her to aid and support them, or that she has expended any sums of money other than she has a full right and [277]*277power to do under the terms and provisions of the will of the deceased.

We have no doubt as to the intention of the testator in regard to the property disposed of in item 4 of his will. Read in the light of the circumstances surrounding him at the time he made the will, there is but one reasonable conclusion as to the disposition he intended to make of his residuary estate. He owned the real estate bequeathed to his wife in fee and the personal property shown by his executor’s account. He had no children, and left to survive him, besides his wife, the descendants of two brothers and a sister. The averments of the petition, not denied in the answer, would lead to the conclusion that the real estate devised to his wife was worth several thousand dollars. As the petition avers, this gave her a residence and an income of §50 per month. Having given his wife the real estate in fee, he then disposes of the residue of his estafe.

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Cite This Page — Counsel Stack

Bluebook (online)
88 A. 433, 241 Pa. 271, 1913 Pa. LEXIS 776, Counsel Stack Legal Research, https://law.counselstack.com/opinion/watsons-estate-pa-1913.