Appeal of Fidelity Insurance Trust & Safe Deposit Co.

1 A. 233, 108 Pa. 492, 1885 Pa. LEXIS 345
Supreme Court of Pennsylvania·Decided October 5, 1885·Published·Cited by 13 cases

Opinion

Mr. Justice Clakk

delivered the opinion of the court October 5th, 1885.

By the act of 4th June, 1879, sec. 1, it is provided that [499] “every will shall be construed with reference to the real estate and personal estate comprised in it, • to speak and take effect as if it had been executed immediately before the death of the testator, unless a contrary intention shall appear by the will."

• Unless therefore a contrary intention appears by the will of Julianna B. Carman, executed 21st February, 1881, it must speak and take effect as if it had been written immediately before her death, on the 18th August, 1883; if it be read as so written the eighty-one shares of the Provident Life and Trust Company of Philadelphia, of the par value of $100 per share, at that time standing in her name on the books of the company, are clearly comprised in the terms of the bequest to the B idelity Company. Whether a contrary intention appears by the will is, therefore, the precise question to be determined.

The general rule of the common law was, that a will of realty was construed to speak from its date; real estate which the testator did not have at the time of the making of his will, but which he subsequently acquired, would not pass under it, however express, comprehensive and general the words of the will, or however manifest the intention of the testator. A will of personalty, however, was not referable to the state of the property, at the time of the making of the will, but was construed to take effect from the date of the testator’s death, unless there were expressions in the will showing it was intended to describe the property with reference to the former and not to the latter date. By sec. 10 of our act of April 10th, 1833, Purd. Dig., 1476, pi. 11, it was provided “that the real estate acquired by a testator, after making his will, shall pass by a general devise, unless a contrary intention be manifest on the face of the will.” It will be seen that this section placed wills of realty and personalty on the same footing in part only, and the first section of the act of 4th June, 1879, above referred to, was enacted to complete what had only been partially effected by the act of 1833.

The bequest in the will of Julianna B.. Carman is doubtless specific; it is of a particular thing, specified and separated from all other tilings, constituting the testatrix’s estate; Walker’s Estate, 3 Rawle, 229; Blackstone v. Blackstone, 3 Watts, 335; Ludlums’ Estate, 3 Clark, 275; Walton v. Walton, 7 Johns. Ch., 258. If at the testatrix’s death these shares had not been found the legacy would have been adeemed, and, in case of deficiency of assets, it would not have been subject to abatement with general legacies. But a specific bequest may be of a particular thing, in existence and constituting part of the estate of a testator at the time of the making of his will, or it may be of a particular thing, of which he was not then pos[500] sessed, but of wbicb he was possessed, at his death. It is sufficient if it can be specified and distinguished from the rest of the testator’s estate at the time of his decease. Fontaine v. Tyler, 9 Price, 94; Stephenson v. Dowson, 3 Beav., 342; 2 Redfield on Wills, 133; and legacies which would have been specific before the statute are specific still. Bothamley v. Sherson, L. R., 20 Eq., 304. That the legacy is specific is not, therefore, necessarily decisive of the question under consideration. It is in the application of the rule of the statute to specific legacies that we meet with most difficulty. No case in this court has been called to our attention which involves a construction of the act of 1879, or which defines the different measure of proof, which may be required to establish a contrary intention under the statute from that which was adjudged sufficient before its passage. Roney v. Stiltz, 5 Wh. 381, was a decision under the act of 1833, but will be found to be in accord with the views hereinafter expressed with reference to the effect of the act of 1879.

The common law rule prevailed in England until the passage of the Wills Act of 1 Vic., c. 26 (1838), the twenty-fourth section of which is identical in form With the first section of our statute of 1879. The several adjudications, which had been made upon the íormer in the courts of England are important therefore, in the construction which we should put upon the latter; these adjudications may indeed be supposed to have been in the mind of the legislature when this séetion of the English statute was incorporated into ours.

The rule as to wills of personalty at the common law before the passage of the Wills Act was generally expressed in language not greatly different from that used in the statute, but the effect of the statute, as to personal bequests, under the construction subsequently put upon it by the courts, was to require a clearer proof, and the use of more decided terms in the will, to establish a contrary intention. Thus, where before the statute the testator had bequeathed the whole of some one genus of his property, by the description of all his property of a ■ particular kind, as, “ all debts due to me on bond,” or “ all my stock,” or “my share,” the courts had determined that he intended only so much as he had at the date of his will: Douglas v. Douglas, Kay, 404; but, after the passage of the Wills Act, it was held in Goodlad v. Burnett, 1 K. & J., 341, that the. effect of that enactment was to require some plainer indication of contrary intention, and that, therefore, where a testatrix in 1850 bequeathed “ my new three and. a quarter per cent, annuities,” the bequest comprised all at her death.

So Vice-Chancellor Stewart, in Langdale v. Briggs, 3 Sm. & G., 246, where the Words designating the bequest were, “ the [501] estates of wbicb I am seised,” said: “ Tbe words, no doubt, in tbe ordinary sense, being wholly in the present tense, refer to tbe date at wbicb they are used. But it is because tbe language of wills is so much in tbe present tense, and used as speaking at tbe time of tbe date and making of tbe will, tbat tbe Act of Parliament bas enlarged tbeir interpretation beyond tbe present tense, and bas declared tbat the will is to speak as if executed immediately before tbe testator’s death. Even if the testator bad said, ‘ I devise tbe lands of wbicb I am now seised,’ I can find nothing in tbe context showing an intention contrary to tbe rule of tbe 24th section of tbe Act.”

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Appeal of Fidelity Insurance Trust & Safe Deposit Co., 1 A. 233, 108 Pa. 492, 1885 Pa. LEXIS 345 (Pa. 1885).

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