Williams Estate

46 A.2d 237, 353 Pa. 638, 1946 Pa. LEXIS 289
CourtSupreme Court of Pennsylvania
DecidedJanuary 8, 1946
DocketAppeal, 190
StatusPublished
Cited by26 cases

This text of 46 A.2d 237 (Williams 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
Williams Estate, 46 A.2d 237, 353 Pa. 638, 1946 Pa. LEXIS 289 (Pa. 1946).

Opinion

Opinion by

Mr. Justice Jones,

Virginia O. Williams, unmarried, died testate on June 14, 1932, “in her sixties”. She had been a lifelong resident of Wellsboro,. Tioga County, Pennsylvania, where her parents, Henry W. and Sarah E. Williams, who had been prominent in the life of the community, had also lived for many years.

By her will, the testatrix devised and bequeathed the residue of her estate to her executors, in trust, “. . . for the purpose of establishing and. founding a charitable Home, in the dwelling house I now own and occupy, and on the lot and adjacent grounds contiguous thereto, under the name, style and title of /HENRY W. AND *640 SARAH E. WILLIAMS HOME FOR AGED WOMEN,’ who have become reduced in circumstances, and are unable to support themselves, but who are not so impoverished as to be fit charges of the Overseers of the Poor or as paupers, but who are willing to be assisted and are able to pay down a sum of money amounting to at least Four Hundred ($400.00) Dollars . . The will expressly limited prospective beneficiaries “of this bequest” (i.e., the Home) to residents of the County of Tioga, State of Pennsylvania. The testatrix directed her executors to obtain a charter for the Home as a charitable corporation and specified that “the first Board of Directors of the said proposed corporation shall consist of three members” whom she designated and appointed by her will, all being therein recited as “of the Borough of Wellsboro”. Vacancies in the Board were to be filled by appointment by the executors and, if no executor survived, then by the Board of Elders of the First Presbyterian Church of Wellsboro.

The will contains the following further provision with respect to the memorial which the Home was intended to evidence:

“FIFTEENTH: I further direct that before or immediately after the opening of the said proposed Home, the Board of Directors and officers of the said corporation, shall authorize and procure to be placed in a secure and permanent manner in the front wall of my said dwelling house, an appropriate bronze tablet, with the following inscription thereon, in letters of sufficient size to be read from the street:

‘HENRY W. AND SARAH E. WILLIAMS HOME FOR AGED WOMEN, FOUNDED AND ENDOWED BY THEIR DAUGHTER, VIRGINIA O. WILLIAMS, TO PERPETUATE THEIR MEMORY.’

“The date of the foundation to be placed thereon shall be the year of my death.”

As'shown by the third and final account of the surviving executrix, there was available for distribution to *641 tlie residuary beneficiary a balance composed of personalty of $123,000, roundly, and realty consisting entirely of the residence property of the testatrix in Wellsboro (valued at $5,000) which the will designated as the situs of the proposed Home, At the audit of the account, two charitable corporations, The Green Home of Roaring Branch, Tioga County, and the Soldiers and Sailors Memorial Hospital of Wellsboro^ each applied (with the consent'of the Attorney General of the ‘ Commonwealth) for-an award of the residuary estate on the grounds, that it was insufficient to carry out the testa" trix’s express directions with respect to the independent establishment and maintenance of the Home and that the situation so.obtaining, coupled with the: general charitable intent of the testatrix, called- for the court’s exercise of its cy pres power as conferred by the Act of April 26, 1855, P. L. 328, Sec. 10, as amended by the Act of May 23,-1895, P..L. 114, Sec,. 1' (10 P.S. § 13.). The learned auditing judge filed an extensive -adjudication wherein the facts essential to an application of the cy pres doctrine were found to exist and the résiduary estate was awarded to the Soldiers and Sailors Memorial Hospital. A final decree was accordingly entered from which The Green Home appeals: -

• Each of the twenty-three separate assignménts filed by the appellant-is designed to point error in the court’s award of the residuary estate to the Soldiers and Sailors Memorial Hospital instead of tó The Green Home. The assignments: of error need not be- considered separtely: Collectively, the questions which they raise are (1) whether the use of the estate, as awarded-by the court below,- sufficiently approximates the charitable uses which the testatrix intended and (2) if not,-whether the use of the estate by The Green Home, upon an award thereof to it, -would do so.

The auditor found that the residuary estate available for distribution was insufficient for the, .purpose of carrying out the testatrix’s intent ip accordance with *642 her express directions and that her will evidenced a general charitable intent with respect to the ultimate use of her residuary estate. Not only does the evidence in the case amply support both of those findings but no exceptions thereto were filed by anyone. The nonappearance of heirs at law or next of kin, if any there are, may be ascribed to their lack of standing to object to a cy pres execution of a charitable use of the estate: cf. Wilkey’s Estate, 337 Pa. 129, 134-135, 10 A. 2d 425. Nor does the Commonwealth lay any claim to the estate as upon an alleged complete failure of the testatrix’s charitable intent. See Amendment of May 23,1895, P. L. 114, which reinserted in the law the Commonwealth’s right to an estate upon the failure of a specified trust as that right had originally existed under Section 10 of the Act of 1855. Compare the intervening Act of July 7, 1885, P. L. 259, which directed that the property of a failing trust should pass to the heirs at law and next of kin of the testator or settlor. As required by the Act of 1855, as well as by the 1895 amendment thereof, the proceeding below, looking to a cy pres execution of the trust in keeping with the testatrix’s general charitable intent, Avas instituted with the express leave of the Attorney General of the Commonwealth.

The Act of 1855, cit. supra, and as amended by the Act of 1895, provides “That no disposition of property heretofore or hereafter made for any religious, charitable, literary or scientific use, shall fail for want of a trustee, or by reason of the objects being indefinite, uncertain or ceasing . . . hut it shall he the duty of any orphans’ court, or court having equity jurisdiction in the proper county, to supply a trustee, and by its decrees to carry into effect the intent of the donor or testator, so far as the same can he ascertained and carried into effect consistently with laAV or equity . . .”. Where property which has been devised and bequeathed for a specific charitable use proves insufficient for the establishment and maintenance of the trust in the precise manner di *643 rected by the testator, there is a ceasing of the trust within the meaning of the Act of 1855: see Wilhey’s Estate, supra; also Restatement, Trusts, § 399, and Comment (g). And, as we have already pointed out, the fact competently found by the auditor, that the testatrix’s general intent was that her property should be devoted to a charitable use in any event, stands unimpeached. The case therefore properly calls for ah exercise of the court’s cy pres power to prevent a failure of the testatrix’s general charitable intent.

However, as we said in Wilhey’s Estate, supra, at pp.

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Bluebook (online)
46 A.2d 237, 353 Pa. 638, 1946 Pa. LEXIS 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williams-estate-pa-1946.