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Burt et al. versus Herrons Executors

Supreme Court of Pennsylvania1870-11-05
66 Pa. 400

Summary

Holding. The court reversed the judgment and awarded a venire de novo, holding that the testator's language expressing a desire that the Herron Brothers' debts be paid from his estate constituted a binding direction to the executors to pay those debts as a voluntary legacy to the creditors as a class, subordinate to the testator's own debts, and that such a bequest is enforceable through an action at law.

A testator included language in his will expressing a desire that debts of both himself and the Herron Brothers be paid from his estate as soon as practicable after his death. The central question was whether this language created a binding obligation on the estate to pay the Herron Brothers' debts, or merely expressed a precatory wish. The court held that when a testator uses language indicating his will regarding the disposition of his estate itself—rather than directing how a legatee should use property already given to them—such language constitutes a binding direction to the executors, even if phrased as desire or request.

The court clarified that the testator's debts retained priority as claims of justice against the estate, while the Herron Brothers' debts constituted a voluntary gift or legacy to their creditors as a class. If the estate lacked sufficient assets, the testator's own debts would be paid first, with the Herron Brothers' debts abating proportionately. The court further held that the identities of the creditors and amounts owed were capable of legal ascertainment, making the bequest valid and enforceable through an action at law rather than requiring exclusive jurisdiction in the Orphans' Court.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether precatory language in a will expressing desire becomes binding when directed to the disposition of the estate itself versus the use of property already given to a legatee
  • Priority and abatement of voluntary bequests to pay another's debts versus the testator's own debts
  • Whether debts capable of legal ascertainment can be validly bequeathed to a class of creditors
  • Jurisdiction between courts of law and the Orphans' Court for enforcing monetary bequests

Procedural posture

The plaintiffs, as creditors of the Herron Brothers, brought an action against the executors of John Herron's estate to recover amounts owed by the Herron Brothers, which the executors had declined to pay based on their construction of the will.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

The opinion of the court was delivered, January 3d 1871, by

Sbtarswood, J.

— It is undoubtedly true that where a testator makes an absolute devise or bequest, mere precatory words of desire or recommendation annexed will not in general convert the devisee or legatee into a trustee, unless indeed it appear affirmatively that they were intended to be imperative. The authorities, which are somewhat discordant, were fully examined in Pennock’s Estate, 8 Harris 268, and the rule of construction settled upon what seems to be -the most reasonable foundation. But the industry and learning of the able counsel for the defendants in error have not succeeded in finding any case where words expressive of desire, request or recommendation as to the direct disposition of the estate have not been held to be sufficient. Should a testator say merely, “ I desire A. B. to have a thousand dollars,” it would be as effectual a legacy as if he was expressly to direct or will it, or were to add, “out of my estate,” or that it should be paid by his executor. The reason is obvious. A will, in its very nature, is the disposition which the testator desires to have made of his estate after his death. All the expressions in it indicative of his wish or will are commands. It is different when, having made a disposition, he expresses a desire that the legatee or devisee should make a certain use of his bounty. It would have been so had a legacy been left to Herron Brothers, with a desire expressed that they should pay their debts. It would not have constituted them trustees of the fund as to their creditors. They could have paid some, but when the fund was exhausted the rest would have had no claim. None of them would have had any right to come upon it except as the property of their debtors. When the testator in this case declared: “ I desire that all my just debts and those of Herron Brothers be paid as soon as conveniently can be after my dissolution,” it was his will that this should be carried into effect by his executors in the only way in which he could expect it to be done — out of his estate. If it had been intended as the mere expression of a desire that Herron Brothers should pay their own debts, it was singularly out of place and inappropriate, unless accompanied with a bequest to them of the means to do so. The collocation of the words confirms this construction, if it needed any. Certainly he meant to will that his own just debts should be paid out of his estate by his executors as soon as conveniently could be after his dissolution. The debts of Herron Brothers are classed with his own. It is very true that he could not by these, or any other words, put the debts of Herron Brothers on an equality with his own. He could not thus make them his debts. It was not an assumption of them which would make his estate liable for them as debts. There was no consideration to sustain such an assumption. It was a voluntary gift — a legacy to the creditors of Herron Brothers as a class. His own debts were a claim of justice upon his estate paramount to his will. If the estate was not sufficient to pay both, his own debts, of course, must be preferred, and those of Herron Brothers must abate proportionably. There was no uncertainty in the bequest which would render it void on that account. Both the persons of the legatees and the amount to be paid to each were capable of legal ascertainment. Id eertum est quod cerium, reddi potest. Nor was there any difficulty in regard to the jurisdiction of the court. The Act of February 24th 1884, § 50, Pamph. L. 83, gives an action of debt, detinue, account render or an action on the case to any person to whom any bequest of money or other goods and chattels may be made by any last will and testament, and makes special provision for the case of want of assets by a stay of proceedings until an account can be settled in the Orphans’ Court. It is only when a legacy is charged on real estate that the jurisdiction of the Orphans’ Court has been held to be exclusive under the 59th section of the act, Pamph. L. 84: Downer v. Downer, 9 Watts 60; Craven v. Bleakney, Ibid. 19; Strickler v. Sheaffer, 5 Barr 240. The 4th, 5th and 6th assignments of error are therefore sustained.

Under the construction thus placed upon the will of John Herron, the other assignments of error become immaterial. Un doubtecOy, the fact that the executors had paid other debts of Herron Brothers was inadmissible as any evidence to sustain the action of the plaintiffs; and the construction the executors had put upon the will was immaterial. They could not make the estate liable by their acts or their promise, if in point of law it was not. Even to take the case out of the Statute of Limitations, these would have been unavailable: Fritz v. Thomas, 1 Whart. 66. To charge the executors upon their own promise with proof of assets, the action must have been against them personally, and their promise in writing, by the Act of April 26th 1855, Pamph. L. 308. The fact of the insolvency of Herron Brothers was entirely immaterial, and any parol evidence of the intention of the testator dehors the will clearly inadmissible.

Judgment reversed, and venire de novo awarded.