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Freeman's Estate
126 A. 270
Pa.
1924
Check Treatment

Opinion by

Mr. Justice Walling,

Thе original testator, Henry G. Freeman, died in 1875 and by his last will gave his estate to a trustee in trust *193 to pay the income to his six children, in equal shares, for life, and “'from and after the death of either of my sons or daughters and until the death of all of them to pay the income which he or she would, if living, have received, to such person or persons of kin to such son or daughter as he or she may by will have appointed, аnd in default of appointment to the child or children of such son or daughter that may then be living or the issue of any child or children of such sоn or daughter that may then be dead......per stirpes, and if there be no children or issue of such son or daughter, then to such person or рersons as would take from......me if I had lived until then and died intestate. In trust when...... the longest liver of them, my sons and daughters, shall be dead to make pаrtition......and division of my entire estate......amongst the persons receiving or entitled to the income thereof immediately prior to such death by virtue of the previous clause of this my will.” A son, James Black Freeman, not the last survivor, died in 1907, having by his last will exercised the power of appointment, inter alia, as follows: “I direct and appoint the said income to be apportioned among and pаid over to my said children in the following shares and proportions namely......eight thirtieth [increased to 48/150] parts of shares [of his one-sixth interest in his father’s estate] to my son Robert C. Freeman......The lawful issue of any deceasing child to be entitled to their parent’s share equally рer stirpes and the shares of any deceasing child leaving no lawful issue to increase the shares of the survivors and the shares of issue of deceasers each in the same proportion as the respective shares of such survivors and issue bear toward one another in the original grant and at the death of the longest liver of my brothers and sisters when my said father’s estate comes to be divided in terms of his said will among the persons receiving or entitled to receive the income thereof immediately prior to such death of such longest liver of my brothers and sisters I direct that over what *194 ever portion or share of said estate nay own right of appointment extends the same shall be divided accordingly and that the proportions above allotted to each respectivе child as regards the said income shall in like manner apply to the capital or principal of my said father’s estate.” Robеrt C. Freeman died in October, 1921, having previously thereto, to wit, in February, 1910, assigned all the ‍‌​​‌‌‌‌​​‌​‌​​​​​‌‌​​‌​​​​​​​‌‌​‌‌​‌​‌‌​​‌​‌‌​‌‌‍estate, vested in him by the wills above mentioned, to Henry Tatnall. On the audit of the fourth account of the trustee of the Henry G. Freeman estate (after the death of his last surviving child), the auditing judge, affirmed by the orphans’ court, awarded the Robert O. Freeman share in the estate to Tatnall’s assignee; therefrom appellant, а son and heir of Robert O. Freeman, has appealed.

In our opinion the adjudication was right. When the will of Henry G. Freeman was before the Superior Court in Freeman’s Est. (No. 1), 35 Pa. Superior Ct. 185, it was construed as creating a vested remainder of the income in the grandchildren, subject to the exercise Of the power of appointment contained in their grandfather’s will. While that is not res judicata as to the present appeal (Kellerman’s Estate, 242 Pa. 3; Metzger’s Est., 222 Pa. 276), we have recognized it as a sound construction ‍‌​​‌‌‌‌​​‌​‌​​​​​‌‌​​‌​​​​​​​‌‌​‌‌​‌​‌‌​​‌​‌‌​‌‌‍of the same will in Freeman’s Est., 280 Pa. 273. A somewhat similar case is Harned’s Est., 273 Pa. 237, and see Bair’s Est., 255 Pa. 169; Marshall’s Est., 262 Pa. 145.

The contention that the will of James Black Freeman limits his children to the income of their shares in the estate and does not carry the principal is untenable. Both wills provide that those entitled to the income immediately before the death of Henry G. Freeman’s last surviving child shall share in the principal. Appellant’s contention is based on the use of the word “deceasing” in place of the more common word “deceased” in the James Black Freeman will, but we agree with the orphans’ court that such fact does not justify a different *195 cоnstruction. As to this branch of the case we adopt the language of the auditing judge as follows: “It is a rule of law that if a bequest be madе to a person absolute in the first instance and it is provided in the event of death or death without issue another legatee or legatees shall be substitued for the share or legacy so given, it shall be construed to mean ‘death or death without issue before the tеstator.’ See Mickley’s App., 92 Pa. 514, and McAlpin’s Est., 211 Pa. 26. In Neubert v. Col-well, 219 Pa. 248, the rule is thus stated: ‘The general rule is that, after an absolute devise in fee, a provision that in casе of the death of the devisee without issue or without issue living at the time of his death, or similar phrase, then over to another, is not a limitation or curtailment of the prior devise, but is alternative or substitutionary and could take effect only upon the death of the first ‍‌​​‌‌‌‌​​‌​‌​​​​​‌‌​​‌​​​​​​​‌‌​‌‌​‌​‌‌​​‌​‌‌​‌‌‍deviseе in the lifetime of the testator.’ The question is, does the use of the word ‘deceasing’ give rise to any different construction? In the Century Dictionary ‘deceasing’ is said to be a present participle. It refers to the present and not to the future, and since there is nothing in thе will of James Black Freeman which makes it clear that the word, as stated in Scott’s Est. [No. 1], 37 Pa. Superior Ct. 342, ‘refers to some other date,’ it necessаrily follows that it refers to the death of the testator, as of which date, in accordance with the general rule, the will speaks. The word ‘deceasing’ must be interpreted precisely as if the word ‘deceased’ had been used instead.” That in general the words “death without issue” mean such in the life of the testator, we add the following citations: Mitchell, Admr., v. Railway et al., 165 Pa. 645, 11 R. C. L. 481, 40 R. C. L. 230, 231. It is also fundamental that the gift of an аbsolute estate will not be cut down by subsequent words of doubtful meaning: Keating et al. v. McAdoo, 180 Pa. 5; Coles et al. v. Ayres, 156 Pa. 197; Gillmer v. Daix, 141 Pa. 505. As there is nothing to take this case out of the general ‍‌​​‌‌‌‌​​‌​‌​​​​​‌‌​​‌​​​​​​​‌‌​‌‌​‌​‌‌​​‌​‌‌​‌‌‍rule, it follows that Robert C. Freeman on his *196 father’s death became vested owner in fee of the income and principаl of his share of the estate (see Caldwell v. Shilton, 13 Pa. 152; Sharpless’s Est., 209 Pa. 409; Flick v. Oil Co., 188 Pa. 317; Hannon v. Fliedner, 216 Pa. 470; Sugden v. McKenna, 147 Pa. 55) and, although not then entitled to possession, he could lawfully sell and assign the same.

Tаtnall bought the property of Robert C. Freeman as agent for the Real Estate Trust Company of Philadelphia, and acquired no individual interest therein; he was, however, at that time one of the directors of the Girard Trust Company, the trustee under the Henry G. Freeman will. This ‍‌​​‌‌‌‌​​‌​‌​​​​​‌‌​​‌​​​​​​​‌‌​‌‌​‌​‌‌​​‌​‌‌​‌‌‍cirсumstance is urged as a reason for avoiding the Tatnall purchase. It is only, necessary to say that, as Robert C. Freeman lived neаrly twelve years after making the assignment, and never sought to avoid it, laches without more is a complete answer thereto. See Hammond v. Hopkins, 143 U. S. 224, 250; Hoyt v. Latham, 143 U. S. 553; Grymes v. Sanders, 93 U. S. 55; Stevens v. D., L. & W. R. R. Co., 278 Pa. 284; Patton v. Com. Tr. Co., 276 Pa. 95; Wood v. Wood, 263 Pa. 521; Quirk v. Liebert, 12 App. D. C. 394, 10 R. C. L. 400, 2 Perry on Trusts, 6th ed., sec. 870, 39 Cyc. 370.

The decree is affirmed and appeal dismissed at the costs of appellant.

Case Details

Case Name: Freeman's Estate
Court Name: Supreme Court of Pennsylvania
Date Published: May 21, 1924
Citation: 126 A. 270
Docket Number: Appeal, 57
Court Abbreviation: Pa.
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