Stevens's Estate
Stevens's Estate
Opinion of the Court
Opinion by
The will of the late Hon. Thaddeus Stevens was written by himself, and is a characteristic production. Its provisions are expressed in very few words and, generally speaking, with great clearness. Such ambiguity as exists in it is due to brevity in expression, and the .use of popular instead of technical words. Looking at it as a whole it is clear that he did not intend that his estate should go to his heirs as such, or that any part of it should be distributed under the intestate laws.
After a few legacies and two small annuities were provided for, he made an alternative disposition of the remainder of his estate. The first object of his bounty was his nephew, Captain Thaddeus Stevens, son of his deceased brother, Morrill Stevens. This young man, after the death of his father, was brought from Vermont to the home of his uncle, who seems thereafter to have stood to him in loco parentis. The provision made for him in the will was so drawn as to furnish the strongest possible argument in favor of a life of sobriety. It is as follows : “ If at the end of any five years Thaddeus (nephew) shall have shown that he has totally abstained from all intoxicating drinks during that time, the trustees may convey to him one fourth of the whole property; if at the end of the next successive five years he shall show that he has totally abstained from all' intoxicating drinks they may convey to him another fourth, being one half of the property; if at the end of another consecutive five years he shall show that he has abstained from all intoxicating drinks, they may convey the whole to him in fee simple.”' Here is a devise of the whole estate to his nephew on a single condition, that of abstaining, for fifteen years consecutively, from all intoxicating drinks. In case his nephew was unwilling or unable to comply with the condition, so that
The contention of the appellants is that this gift is conditional upon the amount of the estate at the death of Captain Stevens. If at that time the estate was of the aggregate value of fifty thousand dollars the gift was to take effect. If it was not of that value then the gift failed, the testator became intestate and his whole estate descended, less the legacies paid, to the heirs at law. The trouble with this position is that it disregards the intentions of the testator and it gives to an explanatory and parenthetic clause the effect of a condition. It is true that the question to be settled in giving construction to a will is not so much, what did the testator mean, as what is the meaning of the words he has employed? Hancock’s Appeal, 112 Pa. 532. But the words must be read according to their plain and ordinary meaning, taking the immediate context into view : Appeal of E. D. Howe et al., 126 Pa. 233. And, when necessary, the scheme of the will, and the character of other provisions in it, should be considered, so that the instrument may be interpreted as a whole. Looking over this will as a whole we conclude that the testator did not intend to die intestate. This is a legal presumption arising from the fact of his making a will: Ferry’s Appeal, 102 Pa. 207; Miller’s Appeal, 113 Pa.
The decree awarding the fund to the trustees, “ to erect, establish and endow a house of refuge for homeless, indigent orphans ” is in accordance with the directions of the testator, and it is now affirmed.
Reference
- Full Case Name
- Thaddeus Stevens's Estate. Appeal of Thaddeus J. B. Stevens
- Cited By
- 3 cases
- Status
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- Syllabus
- Will—Devise— Gharily. Testator gave a life estate to bis nephew with a direction that if his nephew abstained from intoxicating liquors for a certain period he should take a fee in the estate. He then provided as follows: “If the life estate of my nephew should'expire before he has enabled himself to become entitled to the corpus, or fee. simple, of my estate, then I dispose of whatever may remain as follows: If the aggregate sum shall then amount to fifty thousand dollars without which no further disposition can be made, I give it all to my trustees to erect, establish, and endow a house of refuge for the relief of the homeless indigent orphans. ... I desire twenty thousand dollars to be expended in erecting suitable buildings. The residue to be secured in government securities.” Belcl, that the gift to the charity was absolute, and not merely contingent upon the estate amounting to $50,000 at the time of the death of the nephew. If the estate did not amount to $50,000 at the nephew’s death, the trustees were to wait until it reached that amount before entering upon their work.