Brolasky's Estate

153 A. 739, 302 Pa. 439, 1931 Pa. LEXIS 680
CourtSupreme Court of Pennsylvania
DecidedNovember 28, 1930
DocketAppeals, 272, 293, 298-300 and 303
StatusPublished
Cited by15 cases

This text of 153 A. 739 (Brolasky's Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brolasky's Estate, 153 A. 739, 302 Pa. 439, 1931 Pa. LEXIS 680 (Pa. 1930).

Opinion

Opinion by

Mr. Justice Simpson,

In 1863, the then owner in fee of 1516 Chestnut Street, in the City of Philadelphia, duly executed, delivered and recorded a declaration of trust in regard thereto, as follows: “I do by these presents testify, acknowledge and declare that I hold and stand seized of the said above described premises” upon an active trust for my “two adopted children, Victoria Brolasky Stevens and Charles Jefferson Brolasky Stevens, their children and remoter descendants, and for Susan Stevens, their mother,......and in case of the death of both of them ......without leaving any child or children them surviving as aforesaid or issue of such as aforesaid or in case such children and issue shall all die under age, then from and after the decease of the said Susan Stevens to hold and stand seized of the said messuage or tenement and lot or piece of ground in trust for my own right heirs forever.” The settlor also reserved to himself the right to sell or mortgage the property, and to substitute other trusts for those above set forth, but he never exercised any of these reserved rights.

He survived all the other parties in interest named in the deed except Victoria Brolasky Stevens. He never had any lineal descendants, and neither of his adopted children left children or remoter descendants. Upon *443 his death, the Girard Trust Company was appointed, by the court below, substituted trustee under the deed of trust, and, by the register of wills, as executor and trustee under his will. After the death of Victoria Brolasky Stevens, the property was sold by the substituted trustee, who filed an account which was referred to an auditor, before whom the fund for distribution was claimed : 1. By accountant, as trustee under the settlor’s will; 2. By those who were his heirs at the date of his death; and 3. By those who were his heirs at the date of the death of Victoria Brolasky Stevens. The auditor reported in favor of the trustee under the will, the court below dismissed all the exceptions to his report and entered a decree of distribution accordingly, whereupon the other two classes of claimants prosecuted the six appeals now being considered in this opinion. The single question to be determined is: What, if anything, is the legal effect of the words “in trust for my own right heirs forever?”

This question was decided in England, in conformity with the conclusion reached by the court below, at least as far back as the end of the sixteenth century, in the Earl of Bedford’s Case, cited with approval in Chudleigh’s Case, 1 Co. Rep. 113b, 130a, wherein the facts and the conclusion reached in the former are stated as follows: “Francis, Earl of Bedford, made a feoffment in fee of divers manors to the use of himself for years, and after to the use of John Lord Russell, his son and heir apparent, and to the heirs male of his body begotten, and for want of such issue to the use of the right heirs of the said earl; and afterwards the said John Lord Russell died without issue male in the life of the said earl; and it was resolved, that the use and estate limited by way of remainder to the right heirs of the earl was void.” It was said also in Bingham’s Case, 2 Co. Rep. 91a, likewise upon the authority of the Earl of Bedford’s Case: “That when A levied the fine to the use of himself for life, remainder to his eldest son in *444 tail, remainder to his own right heirs, he had a fee expectant on the estate tail as a reversion, and not as a remainder.” This principle continued to be a part of the common law of England until 1833, when it was changed, as to future conveyances, by the Act of 3 and 4 William IV, chapter 106, section 3.

Being part of the English common law, the principles set forth in those decisions accurately expressed the common law of Pennsylvania also, while it was a colony, and, not being unsuitable to the habits and customs of our people, thereafter continued as a part of our common law, until, by the Act of June 29, 1923, P. L. 914, a different rule was directed to be applied in the future. It is not necessary to pursue the main question further, however, since appellants do not dispute the principle laid down in the Earl of Bedford’s Case, save as hereinafter stated and considered; and because also, so far as we are advised, it has been followed by the courts of last resort of every English-speaking country, whenever the question has arisen and there was no antagonistic legislation. Those who wish to pursue the subject will find many of the pertinent authorities cited in 2 Fearne on Bemainders (4th Am. edition), section 390; Smith on Executory Interests, page 205; 1 Tiffany on Real Property (2d edition), sections 129, 131; 3 Thompson on Real Property, section 2110; 2 Washburn on Real Property (6th edition), sections 1390, 1525; and note to Hickel v. Starcher (90 W. Va. 369), 22 A. L. R. 713. It may not be amiss, however, to call attention to the fact that, in French’s Est., 301 Pa. 223, 228, nemo est haeres viventis has been very recently recognized as an existing principle of Pennsylvania law.

Appellants contend, however, that the present ease is to be differentiated from those relied on by the court below, by the fact that here the ultimate gift in remainder isr to “my own right heirs forever,” and not to “me and my own right heirs forever.” This difference in expression is of no moment. Since the gift to “my own *445 right heirs forever” is void because nemo est haeres viventis, then, as all the authorities hold, there is no valid remainder, and the possible undisposed of residue continued as part of the settlor’s estate by way of reversion.

Appellants further contend that “While wills and deeds of trust are properly construed differently, in the absence of any statute as to the time of their taking effect, yet the etymology of the words used in each such should be the same, i. e., whether a given word is a word of limitation or one of purchase.” It is urged by appellees that, as a deed is being construed, the court must give to the word “heirs” its technical meaning as a word of art, without regard to the actual intent of the settlor. With this we do not agree. In early days we so decided (Hileman v. Bouslaugh, 13 Pa. 344; Auman v. Auman, 21 Pa. 343; Morris v. Stephens, 46 Pa. 200), hut, since Huss v. Stephens, 51 Pa. 282, we have held to the rule that “although a stricter construction is applied to deeds than to wills, yet, in deeds, the intent of the grantor, when legal, is a governing principle in their construction; this principle applies as well to the word ‘heirs’ as to any other part of a deed, and it will be construed a word of purchase if the intent require it.” See also Criswell v. Grumbling, 107 Pa. 408; Berridge v. Glassey, 112 Pa. 442; Brasington v. Hanson, 149 Pa. 289. It follows that if, taking the grant in its entirety, we could conclude that next of kin, children or remoter descendants were meant by the word “heirs, we would unhesitatingly hold that nemo est haeres viventis had no applicability here. We find nothing, however, to justify such a conclusion. On the contrary, the words “child,” “children,” “issue” and “heirs,” though repeatedly used, are never employed interchangeably, hut always express their correct technical meaning.

It is next claimed that the decisions in Bethausen’s Est., 9 Pa. Dist. R. 603, and Arrison’s Est., 8 Pa. D. & C.

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Bluebook (online)
153 A. 739, 302 Pa. 439, 1931 Pa. LEXIS 680, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brolaskys-estate-pa-1930.