Waln's Estate

228 Pa. 259 | Pa. | 1910

Opinion by

Mr. Justice Brown,

Edward Wain died October 2, 1887. His will was executed in the May preceding his death, and the following are the material parts of it: “I give, devise and bequeath all my estate, real, and personal, which I own, or may acquire, and whether vested, or contingent, and held in severalty, or in common, to my esteemed friend, Richard W. Clay, Esq., upon the special trusts, and conditions following, viz., to collect the rents, issues, profits, and income thereof, and after deducting the legitimate expenses of managing the same, to pay over, from time to time, the net receipts to my widow, Ellen C. Wain, for her own use, comfort, and disposal, during her life. And at, and after the termination of the said life estate, then in trust, to select three disinterested gentlemen, to part, and divide the said estate, into as many shares, as there may be, parties interested therein, at their mother’s death, the shares to be of as nearly equal value, as possible, and the child or children of any deceased child to represent the deceased parent’s share.

“And on such division being made, then by amicable arrangement among themselves, or by lot, to transfer, and convey, and appropriate, to each party a or one share on the special trusts following, viz.: To retain the shares of my daughters, Sally M. Wain, Ellen C. Harrison, wife of Charles C. Harrison; Esther N. A. Graham, wife of Peter M. Graham, and Rebecca McM. Wain, to keep the same judiciously invested, to collect the rents, issues, profits and income thereof, and to pay the same after deducting the legal expenses to each of my said daughters, for their respective separate uses, benefits, and disposal, and free from the debts, interference, or control, of any husband, or any one else, during their respective lives and on the termination of their several life estates, then to convey and assign, each one's share, to such person or persons, on such terms, estates, limitations & conditions, etc., as they may respectively by will direct, limit and appoint, and on failure to so appoint, then to their respective right heirs.

“And as to the shares of my sons Jacob S. and Edward Wain, Junior (subject to the deductions being first made from each, to be added to the share of my son S. Morris Wain, as specified hereinafter) to retain the said shares in trust for their exclusive uses benefits comfort and maintenance, free from and not liable for the debts, legal proceedings, judgments, or executions of any creditor during their respective lives, with like power of appointment by will, as is hereby conferred on my daughters shares, and on failure to so appoint, then to their respective right heirs.

“And as to the share of my son Nicholas Wain, to retain the same, in trust, for the same uses, limitations, and conditions, and power, as are conferred on the shares of my sons Jacob S. and Edward, except that his share, is to be exempt from any deduction or contribution, like theirs, to, and in favor of the share of my son, S. Morris Wain.

“And as my desire is, to divide my estate, as equally as possible among my children, and to let 'bye-gones be bye-gones,’ and as my son S. Morris Wain, with affectionate generosity, and in noble self-sacrifice loaned to his brothers Jacob and Edward, who were then partners in the mercantile firm of S. Morris Wain & Co. at the time of 1883 & 1884, when the disastrous bankruptcy overwhelmed that firm, the whole of his then fortune as realized from the legacies of his deceased uncle, the late S. Morris Wain, which loan amounted to Forty nine thousand, six hundred and thirty one dollars ($49,631) none of which has been repaid, and for which sum I obtained a Judgment for him, in the Court of Common Pleas for Phila. No. 1, to March Term, 1885, No. 821, I hereby will and direct that a sum equal to fifty per cent of the value of each share of my sons Jacob S. and Edward, be deducted from each before conveying or transferring, in trust for them, as aforesaid, their respective shares, which deductions of 50 per cent from each, I will to be added to my son, S. Morris’ share, hoping that my estate may eventually prove valuable enough with the said deduction to repay to him the foregoing indebtedness but without any interest, and not entirely absorb the shares of my sons Jacob 8. and Edward.

. “Of course it is my will that should either of my sons Jacob or Edward, pay or satisfy, in whole, or in part, at, or before, or after the taking effect of this will, the said indebtedness that then a credit or release pro tanto be made, and the respective deductions, as aforesaid, be reduced accordingly. And as to the share of my son S. Morris Wain, so increased by the foregoing additions to convey, and assign, the same, absolutely to him, and his heirs forever.”

Ellen C. Wain, the widow, died May 13, 1909, and all of the testator’s children except S. Morris survived her. He died in 1888, unmarried and without issue, and the executor of his will claims a one-eighth interest in his father’s estate, augmented by fifty per cent of the shares of Jacob S. and Edward. This claim was disallowed by the court below on the ground that the interests passing to the testator’s children were not vested, but contingent upon their surviving their mother, and, as S. Morris Wain died before her, nothing passed from his father’s estate to that of his own. The view of the court below, that the interests of the children were contingent, was based upon the direction of the testator that at the termination of the life estate of his wife the trustee should select three disinterested gentlemen to part and divide the estate into as many shares as there might be parties interested therein at his widow’s death, the shares to be of as nearly equal value as possible and the child or children of any deceased child to represent the deceased parent’s share. But the testator did not stop here, and from the immediately succeeding clauses there is a clearly expressed intention that the interests of his children in his estate should vest at the time of his death, the enjoyment only being postponed until the death of his wife. “There are no arbitrary or unbending rules in the construction of the words of a will. No two wills are in all respects alike. . . . The cardinal- canon still holds good, that the intention of the testator of each will separately is to be gathered from its own four corners:” Provenchere’s App., 67 Pa. 463. Applying this canon to the will before us, there can be no doubt from its own words how it should be interpreted, and we need enter into no discussion of the preference of the law for a vested rather than a contingent remainder.

When the testator wrote his will and at the time of his death he had eight children, four sons and four daughters. After the direction that his estate should be divided he directed that the trustee should retain a share for each of his four daughters, naming them, for her separate use during life, with a power of appointment over it by will. Three shares of the estate are directed to be held in trust for Jacob S., Edward and Nicholas, fifty per cent of the shares of the'first two to be added to that given to S. Morris, for the reason stated by the testator. The eighth share was to be transferred by the trustee to S. Morris absolutely, to him and his heirs forever. The testator was definite as to the method of division, though somewhat indefinite as to who were to participate, as he describes the participants as “parties interested therein;” but no indefinite words were used when he proceeded to say who should each receive one-eighth of his estate. Enumerating his eight children by name, he gives to each one of them a share, to be held in trust for seven of them and to be given to the eighth absolutely at the termination of the life estate of their mother. Nothing could be plainer than the intention of the testator that one-half of each share given to Jacob S. and Edward should be paid to S. Morris, to reimburse him for what he had paid for them. The words of the will are that there shall be deducted from “each share” of the two sons, Jacob S. and Edward, one-half, which is to be added to the share of S. Morris, and the direction is that if, after the will took effect, that is, after the death of the testator, Jacob or Edward should pay or satisfy, in whole or in part, the said indebtedness to S. Morris, a credit or release pro tanto should be made and “the respective deductions” from their shares should “be reduced accordingly.” If payments had been made by Jacob and Edward after the will had gone into effect, how could there have been reductions from the deductions directed to be made from their “shares” unless they had shares? The manifest intention of the testator of absolute reimbursements to S. Morris would have been defeated by the construction given to his will by the court below if Jacob and Edward, or either of them, had died during the lifetime of the widow, for in such event nothing could have been taken from shares which passed to their children and added to that of S. Morris if he had survived his mother. The testator declares his intention to be “to divide my estate, as equally as possible among my children,” and from the whole will it is most clear that each child took a vested interest at his death. The clause upon which the court below relied, standing alone, is to be read as giving a vested interest to each child, subject to be divested only by death during the lifetime of the widow and leaving children. Only one, S. Morris, did die, and he left no children. Again, the law presumes that the testator did not contemplate possible intestacy as to his estate after the death of his widow. The presumption is just the opposite, and yet the construction placéd upon the will by the court below would have resulted in intestacy if his sons and daughters had all died during the lifetime of the widow without leaving children; The decree of the court below is reversed, and the record remitted, that distribution may be made in accordance with the view herein expressed, the costs to be paid out of the fund in the hands of the trustee.