Dewald v. Berkheiser
Dewald v. Berkheiser
Opinion of the Court
Opinion by
The plaintiff brought an action of assumpsit against the executors of the will of John Berkheiser, deceased, and recovered a judgment in the court of common pleas. The defendants at the trial raised the question of the jurisdiction of the court, which having been ruled against them lies at the foundation of this appeal. The will of John Berkheiser, deceased, was probated on February 4, 1871, and contained the following provisions which are material to the question now presented for consideration. The will ordered and directed bis executors to sell all his estate, real and personal, and after the whole estate was converted into money that it be “ put and placed out at interest, on good security, or in the Miners’ Life Insurance & Trust Company, of Pottsville, Pa., for the maintenance and support of my beloved wife, Sara Berkheiser, during her natural life, if so long she remain my widow. And further, I direct that the interest on the amount so deposited shall be drawn annually for her use, and in case the said interest would not be sufficient for her maintenance as aforesaid, my executors shall, from time to time, draw such sum or sums, as she may designate or be in need of, all of which is to be in lieu of her dower at common law.” Then follows a devise over after the death of the widow, of “ all the money hereby devised or bequeathed to her as-aforesaid, or so much thereof as may then remain unexpended,” to various parties named. The executors invested the money as by the will required and regularly paid the income thereof to Sara Berkheiser, who remained the widow of decedent until her death in 1897. The widow had, during the last eighteen years of her life, resided with and
The jurisdiction of the court must be determined from the nature of the plaintiff’s claim upon the estate of John Berkheiser and the character of the fund in the hand of the executors against which the claim was asserted. While as to the claims of distributees and legatees upon the estate of a decedent the jurisdiction of the orphans’ court is exclusive, as to creditors the right to proceed by a common-law action for the determination of their claims is concurrent with the right to proceed in the orphans’ court. A creditor may proceed to liquidate his claim by an action in the common pleas, but when he seeks to obtain payment out of the fund in the hands of the executor or administrator he must proceed in the orphans’ court, and may use his common-law judgment as prima facie evidence of his right to participate in distribution: Rastaetter’s Estate, 15 Pa. Superior Ct. 549; Hammett’s Appeal, 83 Pa. 392; Phillips, Administrator, v. Allegheny Valley Railroad Company, 107 Pa. 465. The orphans’ court alone has authority to determine the amount of a decedent’s property and order its distribution. A common-law action cannot be sustained against an executor or administrator to recover a distributive
Even if the bequest had been of such a character as to render the executors liable in an action of law in the common pleas at suit of the legatee, this plaintiff .was not a legatee, nor a substituted legatee. She was a creditor of a legatee, and her claim upon the fund arose from the alleged designation by the legatee of a sum of money to be taken from the principal of the trust fund and applied to her maintenance. This did not give the plaintiff the right to maintain a common-law action directly against the executors of John Berkheiser, deceased. Whether it gave her a right to have a part of the trust fund applied to the payment of her debt is an entirely different question. If she had any such right it was enforceable only in the manner pursued in Reek’s Appeal, 78 Pa. 432, and Luckenbach v. Luckenbach, 175 Pa. 484.
The clause of the will under which the executors held the fund out of which the plaintiff sought to recover was not an absolute bequest of the money to Sara Berkheiser. Her right to use any part of the principal was contingent upon her necessities ; Lejee’s Estate, 181 Pa. 416; Gross, Administrator, v. Strominger, Administrator, 178 Pa. 64; Estate of Jesse Geist, 193 Pa. 398. The executors had active duties to perform with regard to this trust, they were to invest and reinvest the fund, and pay over the interest. There was a devise over, after the death of the widow of the principal fund or so much of it as remained. Those who were to' take in remainder were entitled to be heard as to the right of this plaintiff to take a considerable portion of the estate after the death of the widow. The fund was held under a testamentary trust. Had the defendants been trustees nominatim the common pleas and orphans’ court would have had concurrent jurisdiction over the trustees and the trust fund. But the power or trust was by this will given to the executors as such, or virtute officii. The jurisdiction over testamentary trusts and trustees of this class was saved exclusively to the orphans’ court by the 15th section of the Act of June 14, 1836, P. L. 632, which is to be considered in connection with the act of June 16, of the same year, P. L. 784. If the plaintiff is entitled to recover that right arises out of the provisions of the bequest which created the trust, not because of the
The judgment is reversed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.