City of Philadelphia v. Davis

1 Whart. 490, 1836 Pa. LEXIS 217
CourtSupreme Court of Pennsylvania
DecidedApril 28, 1836
StatusPublished
Cited by8 cases

This text of 1 Whart. 490 (City of Philadelphia v. Davis) 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
City of Philadelphia v. Davis, 1 Whart. 490, 1836 Pa. LEXIS 217 (Pa. 1836).

Opinion

The opinion of the Court was delivered by

Kennedy, J.

The plaintiffs claim to recover the property in question of the defendants, upon the principle of election. The doctrine of equitable election is founded on the intention of the author of the instrument, which must, as I apprehend, be collected from the face of the instrument itself. When the intention necessary to raise the question of election, is clearly expressed or necessarily implied, the party to whom a benefit is given by the instrument, but claiming a right adverse thereto, may either be compelléd to make his election, or otherwise to make compensation out of what is thereby given to him. But unless the intention be so expressed or implied, he cannot be put to his election, nor palled on to make compensation. Accordingly, in Blake v. Bunbury, (1 Ves. Jr. 524,) Lord Commissioner Eyre says, “ it ought to appear by declaration, a plain or necessary conclusion from the circumstances; and no man ought under pretence of this rule, to be spelt or conjectured out of his property.” And again' in Crosbey v. Murray, (Id. 557,) he repeats, there never can be a case of election, but upon a presumed intention of the testator.” See also Finch v. Finch, (Id. 541.) So Lord Eldon, in Dashwood v. Peyton, (18 Ves. 41,) declares, that an effectual' gift may be made by raising a case of election ; but for that purpose a clear intention to give that, which is not his property, is always required.” And it would seem as if the heirs at law of the testator Will not be put to make their election, when the will is susceptible of a construction that does not require it; for Sir Thomas Plumer, Master of the Rolls, in Back v. Kett, (1 Jacob, 534,) held, in case of a will giving certain benefits to the heir at law of the testator, and directing his executors to sell whatever real estate he should die possessed 'of; that the heir was not bound to elect between the benefits given by the will, and lands purchased by the testator after the making thereof, which descended to the heir by law, but held that he was entitled to both, alleging. “ that the direction to the executors to sell all the real estates that he should die possessed of, might mean all which the will could operate upon, that is, all which he then had, and which he should continue to have at his death.” Likewise in Johnson v. Telford, (1 Russell & Mylne, 244; S. C. 4 Cond. Eng. Ch. Rep. 409,) the testator by a codicil, reciting [503]*503that he had purchased certain freeholds since the date of his will, devised them to trustees upon the trusts therein expressed, and directed that if any hereditaments purchased by him at any time or times should happen to be conveyed after the date and publishing thereof, his heir at law or other real representative, and every other person in whom the same should be vested, should forthwith, upon his decease, convey and assume the same to his trustees upon the trusts of his will. He purchased other real estates afterwards, which were duly conveyed to him; and Sir John Leach, Master of the Rolls, held that the language used in the codicil did not refer to estates purchased after the codicil, but to estates which should happen to be conveyed thereafter; and therefore as to the estates purchased subsequently, a case of election was not raised.against the heir taking benefits given' to him by the will.

Now, as regards the casé under consideration, a majority of the court are of opinion that the testator must be presumed to know how the law stood at the time of making his will and the codicils thereto; and that according to it he could not then devise after-acquired real estate; that whatever he should acquire thereafter, if he wished it to pass by his will, he must in order to effect this, either make a new will, republish that he had made, or add a codicil to it, with that view. With this knowledge on his part, it is fair to conclude that by the language used in the codicils to his will, he' only meant to declare that as often as he should thereafter acquire any additional reál estate, his intention then was to dispose of it under his will, either by a republication thereof, or adding to it a codicil. But not having republished his will or made a codicil thereto, subsequently to the purchase of the lands in question, it is reasonable to infer, that ho changed his mind in regard to disposing of them by will, and resolved to let them pass upon his death to his heirs at law. As'to myself however, although I think differently, and incline to entertain the opinion, judging from the language of the codicils alone, that the testator thought he could dispose of his after-acquired real estate by his will, as well as that which he then owned, by declaring his intention to that effect, and that after making the codicils he believed he had done so; yet standing alone in ,this opinion, and not being supported in it by the concurrence of my brethren, I feel that it would be unbecoming in me to pronounce that the testator had manifested an intention free from all reasonable doubt, and such as clearly required an election on the part of the heirs. In this I consider myself sustained by the example of Lord Camper in Lawrence v. Lawrence, (1 Bro. P. C. 591, first ed.) which is one of the early cases, that we have a report of in a Court of Equity on the subject of election. In it, after a recovery of dower at law by Dulcibella Lawrence, and the receipt by her of certain benefits under the will of her late husband,, which Lord Somers conceived were given to her in lieu of dower, he decreed a perpetual injunction against [504]*504her; but Lord Keeper Wright, thinking that the benefits taken under the will were not intended by the testator to be in lieu of dower, reversed the decree of Lord Somers; after which Lord Cowper, upon a bill by a subsequent remainder-man, refused to disturb the decree of reversal, considering the intention of the testator to be dubious, merely from the conflicting opinions previously expressed by Lord Somers and Lord Wright in respect to it.

Thecourt then-in this case, being of opinion that the testator did not intend to pass the property in controversy, by his will and the codicils thereto, it follows clearly that the plaintiffs’ have no ground of pretence whatever upon which to found their claim to a recovexy. But even supposing that he had, and that he had declared his intention to that effect, in terms as clear as the light at noonday, still a majority, if not the whole of the court, are fully convinced that the plaintiffs could not recover.

Anterior to the case of Thellusson v. Woodford, (13 Ves. 209,) which was decided by Lord Erskine in 1806, there is no case to be found, in which it appears to have been suggested or thought that an heir at law, who was a legatee under the will of the testator, and upon whom lands acquired by.the latter, after making his will, had descended, could be compelled to make his election merely because the testator had undertaken by his will to dispose of all the lands which he should thereafter acquire. It is not credible that the case of the heirs at law, taking at the same time a benefit under such will and after-acquired land by descent, never occurred until the case of Thellusson v. Woodford.

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Bluebook (online)
1 Whart. 490, 1836 Pa. LEXIS 217, Counsel Stack Legal Research, https://law.counselstack.com/opinion/city-of-philadelphia-v-davis-pa-1836.