Woodward's Estate

3 Pa. D. & C. 433, 1922 Pa. Dist. & Cnty. Dec. LEXIS 2
CourtPennsylvania Orphans' Court, Fayette County
DecidedOctober 23, 1922
DocketNo. 28
StatusPublished

This text of 3 Pa. D. & C. 433 (Woodward's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Fayette County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Woodward's Estate, 3 Pa. D. & C. 433, 1922 Pa. Dist. & Cnty. Dec. LEXIS 2 (Pa. Super. Ct. 1922).

Opinion

Work, P. J.,

Samuel W. Woodward, a resident of Menallen Township, Fayette County, Pa., died Sept. 30, 1921. He left a will and codicil, dated April 10, 1916, and March 26, 1917, respectively, and now of record in Will Book, vol. 22, page 270, by which he appointed John Frasher and Dempsey D. Woodward executors. The executors assumed the trust and filed their first and final account at the above number and court. This account shows total assets of $102,612.90, and the accountants claim credit for the expenses of the trust, debts, State and Federal taxes, &e. (eliminating the $5000 distribution made to Elizabeth Jane Gilchrist), to the amount of $9092.40, leaving a balance, subject to the $5000 distribution, of $93,520.50. The testimony shows that the debts are all paid.

The first and second paragraphs of the will have been carried out. The third paragraph confirms the advancements made to certain of the children. The fourth paragraph, the fifth paragraph and the sixth paragraph of the will became inoperative by reason of the death of James Curry Woodward during the lifetime of the testator, without issue. The seventh paragraph of the will has been carried out by agreement among the heirs to accept certain of the property therein designated at the appraised value.

The contention in this estate arises under paragraphs eight and nine, which paragraphs read as follows:

“Eighth. I give, devise and bequeath to my said son, Ewing Finley Woodward, the sum of Thirty Thousand Dollars, to be paid to him within one year after my decease; also my home farm on which I now reside absolutely in fee simple at the death of my son James Curry Woodward, it being the same farm which I purchased from Lewis and John Stewart, containing about 95 acres, more or less, situate in Menallen Township, Fayette County, Pennsylvania.
“Ninth. All the residue of my estate, whether real, personal or mixed, I devise and bequeath to my three daughters — Elizabeth Jane Gilchrist, Ida Belle Phillips and Anna Laura Frasher, and my son Ewing Finley Woodward, share and share alike.”

At the date of the will the testator owned and resided on the farm described in paragraph eighth.

At No. 489, March Term, 1920, a petition was presented to the Court of Common Pleas, praying for a hearing to determine whether or not the said Samuel W. Woodward was mentally capable of attending to his own business. A hearing on this petition was had on Feb. 25, 1920, when the court deter-minded that the said Samuel W. Woodward was a weak-minded person, &c., and appointed Robert E. Umbel guardian, and directed that the guardian give [434]*434bond in the sum of $208,000, which bond was duly presented to court and approved. On Nov. 16, 1920, the guardian petitioned the court for an order to sell said farm described in paragraph eighth at private sale, to Alva Beal and William B. Beal, for the sum of $7000. The court on the same day approved, ratified and confirmed the sale so made, and authorized and directed the guardian to execute and deliver a good and sufficient deed for the same on receipt of the purchase money, and further directed that the guardian give bond in the sum of $14,000, with surety or sureties to be approved by the court, conditioned for the faithful application of the proceeds of said sale. On the death of said Samuel W. Woodward on Sept. 30, 1921, the guardian, on Dec. 5, 1921, filed his first and final account of his administration of said estate, which account was on the same day confirmed nisi by the court and absolute under the rules. The balance in the guardian’s hands was in due time turned over to the executors, including the $7000 realized for the farm, and the same is accounted for in the account now before us.

At the audit of the estate Ewing Finley Woodward, the devisee of said farm under the eighth paragraph of the will, claimed the $7000 in lieu of the farm. The contention of the residuary legatees is that the specific devise (the farm) itself was not in existence at the death of the testator, when the will became operative, and was, therefore, adeemed, and that the proceeds of said farm passed into the residuary estate to those entitled under the residuary clause of testator’s will.

Subsequently to the date of his will he was found to be a weak-minded person, and, in the exercise of the jurisdiction conferred by statute on the Common Pleas Court, the farm was sold for $7000 and the money paid to the guardian. Under these circumstances, the question arises whether the devise has been adeemed.

The devise of the farm, its accurate description, location and from whom obtained, contains every element essential to a specific devise: Pleasants’s Appeal, 77 Pa. 356. A specific legacy is defined as a bequest of a specified part of the testator’s estate, distinguished from all others of the same kind. A specific legacy is adeemed by any change in the state or form of the subject which makes it different from that described by the testator. Ademption takes place when the thing given is consumed, sold or taken from the testator during his lifetime: Smith’s Appeal, 103 Pa. 559. In a specific devise of land, the testator must be seized of it at the date of his will and remain seized of it to the date of his death, when his will becomes operative. If he voluntarily alienates his land by deed, it is clear the devisee would have nq claim to the proceeds of the sale, as that would be personalty and would pass into the residuary estate. Does a different rule prevail in the case of an involuntary alienation by operation of law?

Mr. Jarman, in his work on Wills, page 163, asserts: “This rule applies equally to cases of conversion by operation of law; as, by Act of Parliament, or by an order for sale pronounced by a court of competent jurisdiction, or by a compulsory sale under the land clauses, and similar acts.”

It is held in Blackstone v. Blackstone, 3 Watts, 335, as follows: “That the annihilation of a specific legacy, or such a change in its state as makes it another thing, annuls the bequest for reasons paramount to considerations of intention, is now too firmly settled to be questioned.”

In Harshaw v. Harshaw, 184 Pa. 401, 406, it is said: “The devise of the two particularly described ground rents was undoubtedly a specific devise as to each. One of the two subjects of that specific devise having been disposed of in the lifetime of the testatrix — absolutely extinguished by payment to her [435]*435of the principal of the ground rent ($1066.66) — there was nothing upon which the specific devise could operate at the time of her decease except the remaining subject of the devise. It is hornbook law, for which neither argument nor citation of authority is needed, that where a particularly described lot or piece of land is specifically devised, and afterwards the subject of said devise is sold by the testator or taken from him by operation of law in his lifetime, the devisee takes nothing.”

In Gibson’s Estate, 57 Pa. Superior Ct. 283, 285, it is held: “There can be no doubt that the intention of the testatrix was to give this real estate to her sisters and brother as real estate. ... At the time the will took effect there was no real estate meeting the terms of the will as intended to be understood when it was made. The doctrine is clearly established by Harshaw v. Harshaw, 184 Pa.

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Related

In Re the Accounting of Brann
114 N.E. 404 (New York Court of Appeals, 1916)
Pleasants' Appeal
77 Pa. 356 (Supreme Court of Pennsylvania, 1875)
Smith's Appeal
103 Pa. 559 (Supreme Court of Pennsylvania, 1883)
Harshaw v. Harshaw
39 A. 89 (Supreme Court of Pennsylvania, 1898)
Gibson's Estate
57 Pa. Super. 283 (Superior Court of Pennsylvania, 1914)
Blackstone v. Blackstone
3 Watts 335 (Supreme Court of Pennsylvania, 1834)

Cite This Page — Counsel Stack

Bluebook (online)
3 Pa. D. & C. 433, 1922 Pa. Dist. & Cnty. Dec. LEXIS 2, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woodwards-estate-paorphctfayett-1922.