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SCHAPPELL ESTATE (03/14/67)

decided: March 14, 1967.

SCHAPPELL ESTATE


Appeal from decree of Orphans' Court of Berks County, No. 57468, in re estate of Isaac D. Schappell, deceased.

COUNSEL

Michael A. O'Pake, with him R. Solomon Bear, John E. Marx, and Marx, Ruth, Binder and Stallone, for appellants.

Charles H. Weidner, with him John D. Glase, and Stevens & Lee, for appellee.

Bell, C. J., Musmanno, Jones, Cohen, Eagen, O'Brien and Roberts, JJ. Opinion by Mr. Chief Justice Bell. Mr. Justice Jones, Mr. Justice Cohen and Mr. Justice Eagen concur in the result.

Author: Bell

[ 424 Pa. Page 391]

Isaac D. Schappell died in his 80th year on November 2, 1964, leaving a will dated January 27, 1954. He had been married twice; his first wife was Nora, who died in 1909, and his second wife Stella, who died in 1956. Isaac had one child by Nora, a daughter also named Nora. Daughter Nora was born in 1909 and died in 1933, leaving to survive her a daughter Roselyn (now Dunkelberger), who survived both her mother and her grandfather Isaac. Isaac had five children by his second wife Stella. Stella predeceased Isaac but was living at the time he made his will; their five children survived him.

In Item 1 of his will testator gave a legacy of $300 to his granddaughter Roselyn. He then made the following disposition of his residuary estate: "Item 2: As to the rest residue and remainder of my estate, either real, personal, or mixed, I give, devise, and bequeath to my dear wife Stella J. Schappell, however should my wife Stella J. Schappell predecease me in death I then give, devise and bequeath the same to my children, same to be divided equally share and share alike, and if any of my children shall predecease me in death, his or her share shall be divided equally amongst their issue."*fn*

[ 424 Pa. Page 392]

At the audit Stella's five children claimed the entire residuary estate ($38,373.28), contending that Roselyn was entitled only to the legacy of $300 and was not entitled to share in the residuary estate. Roselyn claimed the $300 legacy and also her share, viz., one-sixth, of the residuary estate. The Orphans' Court agreed with Roselyn, and from that Court's decree of distribution, Stella's five children took this appeal.

In Houston Estate, 414 Pa. 579, 201 A.2d 592, the Court, quoting from our prior decisions, said (page 586): ". . . '"It is now hornbook law (1) that the testator's intent is the polestar and must prevail; and (2) that his intent must be gathered from a consideration of (a) all the language contained in the four corners of his will and (b) his scheme of distribution and (c) the circumstances surrounding him at the time he made his will and (d) the existing facts; and (3) that technical rules or canons of construction should be resorted to only if the language of the will is ambiguous or conflicting, or the testator's intent is for any reason uncertain. [Cases cited.]"'"*fn**

Placing ourselves, as we must, in the armchair of the testator, we note that at the time he executed his will (1) Stella and her five children were living and (2) Roselyn, his grandchild through his first wife Nora, was living. According to the stipulation of the parties, Isaac's relations with his granddaughter Roselyn were "harmonious." We are informed that the will was written by testator without the aid of an attorney. It is therefore reasonable to assume that the testator was unfamiliar with any technical rules of construction.

We believe the testator's language, meaning and intent are clear from his will, without resort to any technical rule of construction. With the exception of the $300 ...


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