Estate of Zeevering
78 A.3d 1106
Pa. Super. Ct.2013Background
- Decedent George Zeevering executed a handwritten will on March 6, 2011, naming two specific bequests (a red pickup truck and a summer property) and otherwise omitting three of his five children by name.
- Title to the summer property was held jointly with right of survivorship and thus did not pass by will; the only effective specific bequest was the truck to Diane Marks.
- The will contained no residuary clause; the estate’s net residue was roughly $217,000 (primarily an Iron Workers account).
- The executrix’s proposed distribution would divide the residue among all five children under intestacy; Appellant (Wayne Zeevering) objected, arguing the decedent intended to exclude three children from the residue.
- The orphans’ court held the will did not clearly dispose of the residue and ordered distribution of the residue under Pennsylvania intestacy law; the Superior Court affirmed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether a court should read a residuary disposition into a will that omits a residuary clause and expressly excludes certain children from specific bequests | Appellant: the testator’s omission of three children from the will shows intent to exclude them from the entire estate, so residue should pass to the remaining children named (Diane and Wayne) | Estate/Orphans’ Court: the will does not clearly express intent to dispose of the residue; courts cannot rewrite or graft a residuary clause based on conjecture | Held: No. The residuary estate was not sufficiently disposed of; partial intestacy applies and residue is distributed under intestacy law. |
Key Cases Cited
- In re Woolett’s Estate, 337 A.2d 837 (Pa. 1975) (defines specific bequest and residue; residuary passes whatever is not specifically devised)
- In re Verner’s Estate, 56 A.2d 667 (Pa. 1948) (will interpretation cannot infer a residuary disposition unless intent is clear beyond reasonable doubt)
- Walton Estate, 186 A.2d 32 (Pa. 1962) (court must not reform or rewrite a will)
- Conlin Estate, 131 A.2d 117 (Pa. 1957) (court cannot insert substantive dispositions the testator failed to make)
- In re Estate of Strahsmeier, 54 A.3d 359 (Pa. Super. 2012) (standard of review for orphans’ court factual findings and legal conclusions)
