This is a case stated to determine whether plaintiffs can give a good title to land which they have agreed to sell defendant. The question depends upon the interpretation of the will of Theophilus Horlacher. From the agreed facts, it appears that testator died on Aug. 18, 1883, seized of the land mentioned in the will. He left surviving him a widow, a sister and an adopted daughter. She married George Ott. They had four children. After the death of the wife and sister, the adopted daughter and her children, who were then all of age, with their respective husbands and wives, conveyed the real estate to Robert Pfeifle, the plaintiff. Horlaeher’s will was made in two parts. The entire will is a part of the case stated. The relevant parts of the first part are:
“Item. It is my will and I do order and direct that all my real estate, except my homestead, consisting of a brick house, and lot of ground containing in front on. Fourth Street one hundred and forty (140) feet by 180 feet on Elm Street, South Bethlehem, to an alley, shall be sold by my Executors hereinafter appointed, by public sale or sales, for the best price that can be obtained for them, and to this end I give unto my said Executors full power and authority to make deed or deeds in fee simple to the purchasers as full and complete to all intents and purposes as I could' do if living: and the money arising therefrom, together with my other money shall be invested and
“Item. The above is the first part of my last will and testament, and my will as to the distribution of my moneys, etc., after the death of both my said wife and my said sister, is contained in the second part of my will which is sealed separately and shall not be opened until after the death of both my said wife and my said sister.
“Item. It is my will that the homestead above described and excepted not to be sold, shall be for the exclusive use of my wife and my said sister, during their natural lives.”
That part of the will was dated Aug. 9, 1878, and was probated on Sept. 5, 1883.
The relevant parts of the second part are:
“I, Theophilus Horlacher, of the Borough of South Bethlehem in the County of Northampton and State of Pennsylvania, Yeoman, being of sound mind, memory and understanding, d'o make and publish this my second part of my last will and testament as referred to in the first part of my will to be as follows, viz: . . .
“Item 31. I give and bequeath unto my adopted daughter, Alice Elizabeth Horlacher, all that certain lot of ground, situate on the southwest corner of Fourth and Elm Streets, South Bethlehem, being 140 by 180 ft. now my homestead, together also with the southern half of the plot on Niskey Hill Cemetery where she shall have undisputed right to bury such of her friends or family as she may see proper. The homestead herein bequeathed to my adopted daughter Alice Elizabeth Horlacher, it is expressly understood that she shall have and enjoy during her natural lifetime but shall not have the right to sell the same by deed in fee simple but in case she shall die without issue the same shall revert back to my known heirs.
“All the rest and residue of my estate found in my name after all my bequests are filled and not otherwise bequeathed herein shall be the property of my said adopted daughter Alice Elizabeth herein named absolute.”
That part of the will was dated July 31, 1883, and was probated on Dec. 17, 1900.
The second part of the will should be treated as if it were a later clause of the entire will where it conflicts with the first part. In the item quoted above, he says: “The above is the first part of my last will and testament.” Then he confines the disposing part of “my will” to what he says “is contained in the second part of my will,” which he directs not to be opened until after the death of his wife and sister, and, again, in the second part, he said “this my second part of my last will and testament as referred to in the first part of my will to be as follows, viz.” Unless the words “my moneys” and “etc.” mean real estate, testator did not intend the second part of his will to cover more than personal property, and an inspection of the will shows that thirty items dispose of personal property. Only one item, No. 31, refers to the homestead. It should also be noted that there is a difference in dates. The
We must also note another fact. Testator said his adopted daughter “shall not have the right to sell the same by deed in fee simple.” Standing alone, that clause amounts to nothing. If he gave an estate in fee simple, one of its inherent attributes, the power to sell, cannot be taken away. That principle is well settled. In Reifsnyder v. Hunter, 19 Pa. 41, Mr. Justice Gibson said: “ ‘I do give and bequeath to my son John and his heirs’ are the words of the first clause of this devise. No one could limit a fee simple more artistically
But it is contended that an examination of the will will show that testator’s dominant intent was to give his adopted daughter only a life estate, and that he intended to cut down the fee in the first part of his will by the clause above quoted in the second part of his will. The leading case is Urich v. Merkel, 81 Pa. 332, the syllabus of which is: “A devise was ‘to my son John and to his heirs all my farm, . . . together with all the buildings, . . . farming stock and utensils belonging to the farm, unto the said John and to his heirs.’ There were similar devises to other children. The testator further declared that none of his children should sell their land or encumber it, ‘but the land should remain free for their children or heirs, and my said children shall have the use, income and profits . . . during their lifetime.’ He gave his children the right to make wills, so that either of them should ‘have privilege to dispose of their several legacies by will, but not otherwise:’ Held, that John took but a life estate. The intention of the testator, gathered from all parts of the will, was to give a life estate, not merely to restrict the devisee’s power over a previously given fee simple.” The real discussion is contained in Urich’s Appeal, 86 Pa. 386. That case has been followed many times. See Shalters v. Ladd et al., 141 Pa. 349; Shower’s Estate, 211 Pa. 297, and Smith v. Piper, 231 Pa. 378, and McElwain v. Whitacre, 251 Pa. 279. A list of these authorities is given in Reiff v. Pepo, 290 Pa. 512. See, also, Field’s Estate, 266 Pa. 474; Wettengel’s Estate, 278 Pa. 571; Deeter’s Estate, 280 Pa. 135;
It is also contended that the rule in Shelley’s Case does not apply. In the leading case of Guthrie’s Appeal, 37 Pa. 9, the syllabus is: “Although the rule in Shelley’s Case is the law of Pennsylvania, and is to be enforced whenever it is truly applicable, there is no reason why it should be more extensively applied here than in England. In every case to which it is supposed to apply, it is always a precedent question whether the limitation of the remainder is made to the ‘heirs in fee’ or ‘in tail’ as such, and the rule is silent until the intention of the grantor or devisor is ascertained. If the intention of the testator be that the remaindermen should take as the heirs of the grantee or devisee of the particular freehold, instead of themselves becoming the root of a new succession, the rule is applied, although it may defeat a manifest intention that the first taker should have but an estate for life. In searching for this intention, the inquiry is not whether the remaindermen are the persons who would have been heirs if the fee had been limited .to the ancestor, but in what character the donor intended they should take the remainder, whether as heirs of the first taker or, originally, as the stock of a new inheritance.” That case has been followed down to the last case cited. In Stout v. Good, 245 Pa. 383, Mr. Justice Moschzisker said: “The rule governs whenever the will shows a clear intent to vest a fee simple or a fee ■ tail in the heirs of the first taker, qua such heirs, even though the interest of such first taker is expressly stated to be but a life estate, and even though the technical word ‘heirs’ or the phrase ‘heirs of his body’ is not used: Lauer v. Hoffman, 241 Pa. 315. But when neither the word nor the phrase in question is present, then, before the life estate can be enlarged to a fee, it must clearly appear from the language employed that the remaindermen are to inherit from the original devisee and not to take as devisees directly from the testator, particularly when, as is so often the case, the application of the rule will have the effect of defeating the testator’s express declaration that the first taker shall have but a life estate: Kemp v. Reinhard, 228 Pa. 143. Therefore, in the absence of technical words of limitation, the rule should never be applied unless a paramount intent to make the first devisee a source of inheritable succession plainly appears; but where the language used brings the case within the rule, the fact that the testator desired that it should not operate is of no importance: Grimes v. Shirk, 169 Pa. 74, 76; Lauer v. Hoffman, supra; Shapley v. Diehl, 203 Pa. 566, 569.” Again he said: “While ‘issue’ is most often used as a word of limitation, yet it is not technically so to the same degree as ‘heirs’ or ‘-heirs of his body,’ and it yields readily to a context that indicates its use as a word of purchase: Taylor v. Taylor, 63 Pa. 481, 483; Beckley v. Reigert, 212 Pa. 91, 93; O’Rourke v. Sherwin, 156 Pa. 285, 291; Robins v. Quinliven, 79 Pa. 333; Powell v. Board of Domestic Missions, 49 Pa. 46, 53. Where the devise is to one for life, with remainder to his children, then a subsequent reference to the death of the life-tenant ‘without issue’ or ‘leaving no issue’ ordinarily will be construed to mean such issue as those previously mentioned, and not an indefinite failure of issue: Curtis v. Longstreth, 44 Pa. 297, 302-3; Sheets’s Estate, 52 Pa. 257, 268; Carlisle v. Carlisle, 243 Pa. 116. The rule in Shelley’s Case is not a rule of construction, but of law, and it is never applied until the meaning of the testator is first ascertained: Yarnall’s Appeal, 70 Pa. 335, 340. If the words of the will show that the testator intended the remaindermen to take directly from him, and not by inheritance from the devisee of the life estate, then the rule has
And now, April 2, 1928, judgment is entered in favor of the plaintiffs and against the defendant for the sum of $18,000.
From Henry D. Maxwell, Easton, Pa.
