Brannan v. Ely

145 A. 361, 157 Md. 100, 1929 Md. LEXIS 69
CourtCourt of Appeals of Maryland
DecidedMarch 21, 1929
Docket[No. 24, January Term, 1929.]
StatusPublished
Cited by4 cases

This text of 145 A. 361 (Brannan v. Ely) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brannan v. Ely, 145 A. 361, 157 Md. 100, 1929 Md. LEXIS 69 (Md. 1929).

Opinion

Offutt, J.,

delivered the opinion of the Court.

This appeal is from an order of the Orphans’ Court of Baltimore City, under which the residue of the personal estate of Joseph H. Pfister, who died testate at his home in that city on January 18th, 1928, was distributed to the persons who were his heirs at that time under the statutes of distribution and descent in force in this state. His will, which was executed January 11th, 1902, and probated on February 23rd, 1928, contains among other items this clause:

“I give, devise and bequeath all the rest and residue of my estate, real, personal and mixed, and wheresoever the same may be situated, unto my friend George R. Willis. * * * In trust to have and to hold the same with full power and authority in him vested, to receive all of the rents, issues and profits thereof, and after the payment of all taxes, public duos and assessments, for which the said property may be liable; the payment of premiums for insurance from loss against fire upon such of said property as may be insurable against loss by fire; the payment of all costs, necessary in his judgment to incur for the preservation of said property, and the proper execution of the trust hereby created; to pay the balance of said income unto the said Mary Ellen Pfister for the term of her natural life, and upon her death, to transfer and deliver the trust estate as the same may then be constituted, unto such persons then living who would under the laws of the State of Maryland, inherit real estate of me had I died intestate.”

The Mary Ellen Pfister mentioned in that clause died in June, 1923, or 1924, and the question submitted by the appeal is whether the residuary estate of the testator should be distributed to such persons as would, under the laws of this state, at the time of her death have inherited real estate from him had he died intestate then, or whether it should be dis *102 tributed to such persons as. were Ms lawful beirs at the time . of his death. At the time of Mrs. Pfister’s death his nearest relations were ten first cousins, but, after her death and prior to his own, one of those cousins died, so that at his death only nine of them survived. Mary C. Stockman, the deceased cousin, left to survive her three children, Caroline Brannan, William J. Stockman, and Joseph H. Stockman, all of whom are living. Those three children contend that, since their mother was living at the death of Mary Ellen Pfister, she took an indefeasible interest in the residuary estate of Joseph H. Pfister, and that they are entitled to participate in the distribution thereof. The nine surviving first cousins contend on the other hand (1) that, since Mrs. Pfister predeceased the testator, the trust proposed by the residuary clause of his will never came into existence, and that (2) either by the statutes of distribution and descent, or, according to the true intent and meaning of the will itself, his residuary estate must be distributed to those persons who were entitled to inherit real estate from him at the- time of his death.

It appears that Joseph H. Pfister, the testator, was the son of John Pfister, an emigrant from Zurich, Switzerland, who married Margaret Bollack of Baltimore, Md. John had, so far as is known, but one brother, Jacob, who left four children, three daughters, Mary Elizabeth Pfister Hummon, Barbara Caroline Pfister Mullett,- and Emma M. Pfister Loeffler, all of whom survive, and one son, John Pfister, who died May 19th, 1928. Margaret Bollack, his wife, had two sisters and one brother, no one of whom was alive at the death of Mary Ellen Pfister. Two of them left children. Catherine, who married Charles H. Ely, left one son, William Thomas Ely, and Peter Bollack, the brother, left four sons who are now living, Peter, Christian, Isaac S. and John, one daughter, Mary Stockman, who died September 17th, 1921, leaving three children, Caroline Brannan, Joseph Stockman and William Stockman, and another daughter, Ella Summers, who died in 1898, leaving two children who are now living.

*103 So that, at the death of Mary Ellen Pfister, the nearest relatives of Joseph H. Pfister were four first cousins on his father’s side, Mrs. Hummon, Mrs. Mullett, Mrs. Loeffler and John Pfister, and six on the side of his mother, William Thomas Ely, Peter, Christian, Isaac and John Pfister, and Mary Stockman, and all of them were living at the death of the testator except Mary Stockman. These were, so far as the record shows, the only persons who would have been entitled to inherit real estate from him had he died intestate at the date of Mary Ellen Pfister’s death (Code, art. 46, sec. 1, art. 93, see. 135), and, excepting Mary Stockman, they were all living at the time of his death.

From these facts it is obvious that the trust proposed by the clause under consideration for the benefit of Mary Ellen Pfister never came into existence, for nothing ever existed upon which it could fasten. Eaton’s Appeal, 160 Mich. 230. The will was ambulatory, and, during the life of the testator, neither Mrs. Pfister nor the trustee had any interest in it or any rights under it, nor had they any right, title, or interest in the property to which it referred. Its sole and manifest purpose was to provide an income for Mrs. Pfister in the event, and only in the event, that she survived the testator. The only other duty imposed by the will upon the trustee was “upon her death” to deliver the trust estate to the persons “then living who would under the laws of the State of Maryland” inherit real estate from the testator had he “died intestate.” Since the trustee could have had no title to the estate during the life of the testator, and since Mrs. Pfister predeceased him, he certainly could not have delivered it to the devisees, whoever they were, “upon her death,” nor at all prior to the death of the testator, even if, as appellants contend, there was a valid trust. So the only duty it could have imposed upon him was, at the death of the testator, to transfer the trust property to those entitled to it either under the will or under the statutes of distribution and descent. It was suggested that he was also required to “determine” the distributees, but the will gives him no such power, and, in *104 the absence of authority from that source, it is not clear how he could have obtained it. If he took anything at all under that clause, it was at most a dry legal estate, and the entire beneficial ownership and right of possession of the property instantly, upon the death of the testator, vested in those entitled to take either as heirs of the testator, or under the will. That would follow whether those persons living at the death of Mrs. Pfister, who would have inherited real estate from the testator had he died intestate at that time, took the property by purchase under the will, as contended by the appellants, or whether the heirs of the testator took it either by purchase or inheritance, as contended by the appellees. Eor in either case the right of such persons to the immediate possession of the estate became complete and consummate upon the death of the testator, whether the property was real or personal. Denton v. Denton, 17 Md. 403; Long v. Long, 62 Md. 66; Hooper v. Felgner, 80 Md. 262; Hooper v. Smith, 88 Md. 577; De Bearn v. Winans, 114 Md. 474; Colbourn v. Union Infirmary, 114 Md. 109;

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Bluebook (online)
145 A. 361, 157 Md. 100, 1929 Md. LEXIS 69, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brannan-v-ely-md-1929.