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BIGONY ESTATE. (07/02/59)

July 2, 1959

BIGONY ESTATE.


Appeal, No. 179, Jan. T., 1959, from order of Orphans' Court of Northumberland County, May T., 1957, No. 16, in re estate of Edith W. Bigony, deceased. Order affirmed. Proceedings on exceptions to auditor's report. Adjudication filed dismissing exceptions and order entered, opinion by FORTNEY, P.J., and TROUTMAN, J. Exceptant appealed.

COUNSEL

Andrew Mutch Knowlton, with him Roger S. Haddon, and Fell & Spalding, for appellant.

Richard Henry Klein, with him Sidney Apfelbaum, and Michael Kivko, for appellees.

Before Jones, C.j., Bell, Musmanno, Jones, Cohen, Bok and Mcbride, JJ.

Author: Mcbride

[ 397 Pa. Page 103]

OPINION BY MR. JUSTICE MCBRIDE

The only question involved on this appeal is the interpretation of the residuary clause of the Will of Edith W. Bigony who died, testate, on December 21, 1953, without issue. The court below found this residuary clause was limited to the assets testatrix knew she had at her death, i.e., securities, stocks, bonds and mortgages, and she therefore died intestate as to any assets other than these remaining for distribution of which she was ignorant at her death. Her last Will and Testament, dated May 31, 1927, together with a Codicil, not material here, was probated on December 29, 1953. It provided, inter alia, as follows:

"FIRST. I give and bequeath unto my sister, Margaret W. Hall, all my personal effects, consisting of jewelry, furniture, household effects, clothing and money in my purse or in bank, absolutely and in fee.

"SECOND. All the rest, residue and remainder of my estate, consisting of securities, stocks, bonds and mortgages, I give and bequeath unto my said Sister, Margaret W. Hall, in trust, however, for the following purposes: To keep the same invested as may be necessary from time to time and re-invest when necessary in such securities as she deems proper and collect the issue and income thereof, from time to time as the same may become due and retain the same for her own use and enjoyment, during the term of her natural life and, at her death, I give and bequeath the said securities or others, in which she may have made investments, to

[ 397 Pa. Page 104]

    my two nephews, Hobart A. Hawley and Oliver Hawley, of the City of Philadelphia, Pa., in equal shares, share and share alike; or, in case one of them should die without issue, then his share shall go to the surviving brother."

She also provided for the right of consumption of the principal by Margaret W. Hall. Does the language used by the testatrix in her Will constitute a general residuary clause applicable to all interests in property, real, personal or mixed, whether known or unknown to her? This question is material for although Margaret W. Hall consumed virtually all of the principal assets left by decedent, the estate now also has $5,313.82 for distribution. This amount represents the net balance of one-half of the corpus of a trust fund set up under the Will of Charles S. Bigony, decedent's husband, and the net proceeds from the sale of real estate that had been set apart as a $5,000 intestate allowance to her from that Estate. These assets came into existence three years after the death of Mrs. Bigony and they are not "securities, stocks, bonds or mortgages." The question is whether she died intestate as to these assets or whether they passed under the residuary clause of her Will.

The controlling element in the construction of every will is of course the intention of the testatrix. Mulert Estate, 360 Pa. 356, 61 A.2d 841. This intent must be ascertained by a consideration of the entire will which is to be read in the light of the surrounding circumstances at the time it was written. March Estate, 357 Pa. 216, 53 A.2d 606. Since there is no uncertainty or ambiguity in the will, the meaning must be ascertained from the language therein. It is not what this Court thinks she ...


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