Appeal 161 | Pa. Super. Ct. | Apr 13, 1927
Argued April 13, 1927. Two questions are raised by this appeal: (1) Whether the will of James Daugherty vested in the plaintiffs title to two-thirds of all the mineral and coal in and under his farm in Washington Township, Jefferson County; and, (2) if so, whether the general release from the plaintiffs to Thomas Daugherty operated as a conveyance of this estate.
(1) We agree with the learned court below that the first question is governed by the decision of the Supreme Court in Hyde v. Rainey,
In the case of Hyde v. Rainey, supra, the testatrix "bequeathed" to her son Harmon H. Rainey for life, with remainder to his children, the farm in Nottingham Township, Washington County, on which she resided, subject to the payment of certain pecuniary legacies; and subsequently provided: "It is my will that if the farm on which I reside shall be leased for the purpose of mining for coal, gas or oil that the proceeds of the lease shall be divided between my four children, viz: Sarah E. Hyde, Lydia A. Bebout, Maria J. McGregor and Harmon H. Rainey, share and share alike." The will was inartistically drawn by a minister of the gospel, but the court held that "it was the manifest intention of the testatrix to give the proceeds of the coal, gas and oil to her four children, share and share alike, and this is the equivalent to a devise of the absolute estate in these minerals to them." This necessarily resulted in a severance of the minerals from the surface and in reducing the estate in the land devised to Harmon H. Rainey and his children — amounting together to a fee — to such an estate in the surface of the land only.
In the present case the will was crudely drawn, probably by the testator himself, two days before his death. By it he gave to his son Thomas Daugherty his farm in Washington Township, Jefferson County, — describing it —, to him, his heirs and assigns forever — subject to the payment of certain specific legacies and bequests to his other children and a grandson. After directing his son Thomas to see that the above bequests is all satisfied also to pay all doctor bills and funeral expenses and to put up a tombstone and pay for the same," the will continues, "if ever the mineral and coal is sold from under the within mentioned farm I want my son Thomas F. Daugherty to *56 have the one third of the whole amount and the balance to my other heirs the two-thirds to be divided amongst them each and each alike."
In both cases we have an apparent devise of the farm in fee, followed by a different gift of the proceeds of coal and other minerals underlying the farm "if" or "if ever" the minerals are sold or the farm is leased for the purpose of mining for coal, etc. The Supreme Court held in the Rainey case that the word "if" was used in the sense "when," and that the will passed an absolute, and not a conditional, right to the proceeds, carrying with it an estate in the minerals themselves. Everything said in the Rainey case leading to those conclusions is equally applicable here, and warrants a like result. We conclude therefore that the testator devised his son Thomas a fee simple in the surface of his farm and disposed of the coal and minerals underlying it, one-third to Thomas and two-thirds to his other heirs.
(2) We are unable to agree with the learned court below that the release given by the other legatees to Thomas Daugherty operated as a conveyance to him of their estates in the coal and other minerals granted them under the will. It is true that the release is very broad in its terms, — apparently a general release from a form book —, but it will be noted that in the preamble setting forth the portion of the testator's will which was the moving cause for its preparation and execution, no mention is made of the clause granting to the heirs, other than Thomas, two-thirds of the coal and minerals, while the specific legacies subject to which the devise of the farm was made to Thomas are recited at length, to wit: To Elizabeth Daugherty (a daughter) $500, one bed and bedding and one cow; To James Boner (a grandson) $200; To Stewart Daugherty (a son) $200; To Finley Daugherty (a son) $200; To Margery and Sarah Daugherty (daughters) $50 each. *57
And though the above sums and legacies were acknowledged to be "in full satisfaction and payment of all sums of money and legacies owing, payable or belonging to [them] for or on account of the gifts and devises mentioned in said last will and testament," the release discharges the said Thomas Daugherty from the "payment of the moneys and legacies mentioned in said will, and should not be extended beyond what was its plain purpose and intent. It is not averred that Thomas Daugherty paid to the other heirs anything more than the specific legacies given them by their father's will, subject to the payment of which his fee simple in the surface of the farm had been devised. They were the only matters recited in the release as requiring payment by Thomas and in our opinion it would be doing violence to the intention of the parties to extend its operation and effect so as to include a conveyance of their estate in the coal and minerals in place. "When [a release] contains a particular recital, or words in any other form, showing that a specific object, duty or right only, was intended by the parties to be embraced, or that it was the moving cause for executing the release, subsequent general words therein will be qualified and restrained by the previous particular recital or specifications": Shepley v. Lytle, 6 Watts 500" court="Pa." date_filed="1837-09-15" href="https://app.midpage.ai/document/shepley-v-lytle-6311811?utm_source=webapp" opinion_id="6311811">6 Watts 500, 506.
The fourth assignment of error is sustained; the decree is reversed, and the record remitted for further proceedings not inconsistent with this opinion. Costs on this appeal to be paid by appellees.