Coates' Appeal

2 Pa. 129, 1845 Pa. LEXIS 292
Supreme Court of Pennsylvania·Decided January 21, 1845·Published·Cited by 3 cases

Opinion

Rogers, J.,

after stating the facts, delivered the opinion of the court. — The testator died, seised of a large real and personal estate, the income of which was little, if any, short of |8000; the personal estate, besides ground-rents, being, as appears by the inventory and appraisement, ‡110,622 05.

To the petition, the respondent demurs, and the only question is, as to the interest which the widow took in the personal estate. The petitioner contends, the bequest of the personal estate was for the benefit of the wife during her life, and in trust for the children after her death. The respondent, that she had an absolute estate in the personal property, with the right of disposing of it in her lifetime, and after her death as she might think proper. One asserts it to be a trust, the other an absolute gift.

It is worthy of remark, in the first place, that no person can read this will without coming to the conclusion that the principal objects of the testator’s bounty -were his children. Every clause and expression in the will evinces this. He speaks of them in thetenderest manner, and uses the most endearing terms. The means by which he seeks to [131] secure their welfare is by a devise to his wife of almost the whole of his estate, real and personal, the income of which he confidently supposed would be devoted to that object. It is a cardinal rule in the construction of wills, that the general intention of the testator is to be carried into effect. Particular words and expressions being always subservient to the general purposes of the testator. The principles which appertain to the case are settled by abundant authority. The only doubt which can arise is the application. Is this an indirect or constructive trust for the benefit of the children after the death of the wife ? It is a general principle, that whenever a person having a power of disposition over property manifests any intention, with respect to it, in favour of another, the court, where there is no want of consideration, will execute that intention, through the medium of a trust, however informal the language in which it happens to be expressed. A court of chancery will execute the general intention of the testator, without regard to the manner it is announced. And on this point it is decided that a testator manifests an intention of creating a trust, if he employ words precatory or recommendatory, or expressing a belief; as if he desire, will, request, will and desire, wish and request, entreat, most heartily beseech, order and direct, authorize and empower, recommend, hope, do not doubt, be well assured, have the fullest confidence, or use such expressions as “ of course the legatee will give, in consideration the legatee has promised to give,” &c. These principles are supported by a host of authorities. Lewis on Trusts, 77; 2 Story’s Eq. 328, and in Ward on Legacies, 297, where all the cases are cited.

The testator leaves all his personal estate to his wife, Martha Pennock, absolutely, having full confidence that she will leave the surplus to be divided, at her decease, justly among his children. Setting aside the word “ absolutely,” and surplus,” of which I shall speak hereafter, it cannot be doubted that this case falls within the principle of the cases cited, and particularly Wright v. Atkyns, 17 Ves., which was a devise to A. and her heirs for ever, in the fullest confidence that after her decease she will devise the profits to his family. It was there held that A. has an estate for life only, with remainder in trust for the devisor’s heir as persona designata.

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Coates' Appeal, 2 Pa. 129, 1845 Pa. LEXIS 292 (Pa. 1845).

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