Cassidy's Estate
Opinion of the Court
Testator, by his will, gave his “real estate including my ground rents and my mort
The principal question raised by the exceptions is whether the $10,000 mortgage, so found in the box, passes to the sister or to the widow. The auditing judge awarded the mortgage to the sister. The court agrees with this ruling.
A bequest of “my mortgages” is clearly a specific legacy: Hickman’s Estate, 122 Pa. Superior Ct. 377; Horn’s Estate, 317 Pa. 49; Neville’s Estate, 19 D. & C. 345. The subsequent gift of “the bonds and contents of the box”, while perhaps in some measure specific, nonetheless, is general in description. A general clause must always give way to one which is specific, the general clause being treated as including only that which is not specifically given: Conner’s Estate, 302 Pa. 534; Sarver’s Estate, 324 Pa. 349. In Conner’s Estate, supra, the bequest was of “all I may die possessed”. Later in the will testatrix devised a specified piece of real estate to a child. It was decided that the devise passed the specified real estate to the child absolutely. In Sarver’s Estate, supra, there was a devise of a “dwelling house” to a daughter. In a subsequent clause of the will it was directed that all real estate be converted into cash and the proceeds divided among three named children. The Supreme Court decided that the “dwelling house” passed to the daughter in fee. In our opinion, the principles of these cases unequivocally confirm the ruling of the auditing judge.
As we study the will and codicil together we are persuaded that the auditing judge has correctly ascertained testator’s imperfectly expressed intention. Testator said, “real estate including my ground rents and my mort
Furthermore, it was agreed by the parties that the box in the Girard Trust Company contained $79,200 of United States Government bonds (which went to the widow) ; the bond and mortgage in dispute; two savings deposit books and a lot of miscellaneous trinkets and jewelry, and some receipted bills and letters. From this we may infer that, when testator gave “the bonds and contents of the box”, he used the word “contents” to designate the assorted collection of trinkets and jewels in the box. In connection with this, that the auditing judge denied the widow’s claim to the two savings deposit books, also in the safe deposit box. The widow apparently thought this disposition was properly made, as she took no exception thereto. It seems to us that the widow’s claim to the mortgage is much stronger than to the savings accounts.
The third exception pertains to the statement in the adjudication that there should be added to the balance for distribution, shown by the account, an item of $1,-086.17 relating to transfer inheritance tax paid on real estate, which tax was owing and payable by the devisee. This was plainly an inadvertence since the accountant had collected this sum from the devisee and included the same on the debit side of the account. The auditing judge’s attention was not particularly called to this transaction.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.