Damiani v. Lobasco

79 A.2d 268, 367 Pa. 1, 1951 Pa. LEXIS 344
CourtSupreme Court of Pennsylvania
DecidedMarch 19, 1951
DocketAppeal, 287
StatusPublished
Cited by24 cases

This text of 79 A.2d 268 (Damiani v. Lobasco) 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
Damiani v. Lobasco, 79 A.2d 268, 367 Pa. 1, 1951 Pa. LEXIS 344 (Pa. 1951).

Opinion

Opinion by

Mr. Justice-Chidsey,

" Antonio Damiani, appellee,' filed this bill in equity against Anna Lobasco,. trustee under an inter vivos , deed of trust executed by- him, to compel her and Frank Lobasco, her husband, .appellants, to execute a deed of conveyance to Patrick and Lena Damiani, his wife, *3 contending that the settlor had reserved unto himself a power to direct the trustee to convey to such person or persons as he should request and designate. An answer was filed which, in effect, denied that settlor possessed a power of revocation, but instead, asserted a right in the trustee to determine whether a conveyance should be executed. After hearing, the Chancellor filed his adjudication and granted the relief sought. This appeal is from the decree of the court en banc dismissing exceptions to the adjudication.

The Chancellor made the following findings of fact. Antonio Damiani is 80 years of age, a widower, and father of Anna Lobasco. He can neither read nor write the English language. On June 24, 1943, Antonio conveyed the premises situate at 1316 Moore Street, Philadelphia, to Anna Damiani, now Anna Lobasco, his daughter. The deed of conveyance establishing the trust, conferred upon Antonio the right to use the property, to occupy it, or to rent it, to receive the rents) issues and profits, and, in addition, Antonio was to pay all taxes, water rents, and other charges assessed against the property, during the full term of his natural life. Upon the death of Antonio, Anna was to hold the property for her own use in fee, subject to the payment of sums of money to her brothers and sisters, namely, $1,200 to Patrick Damiani,. $300 to Rose Damiani, $300 to Lucy Damianij $300 to Margaret Damiani, and $300 to Frank Damiani. The- deed contained the following provision: “. . . that it shall and may be lawful for the said Anna Damiani, at the request and with the consent of the said Antonio Damiani (testified by his joining in and becoming a party to the deed therefor) at any time during the lifetime of the said Antonio Damiani, to grant, sell and convey the said premises, free, clear and discharged of the said trusts.”

*4 No. consideration was in fact paid, although a consideration of $3,600 was stated in the deed. Prior and subsequent to the conveyance, Antonio continued to reside in the premises. On September 1, 1943, Anna and her husband and their minor daughter moved into the property, pursuant to an oral agreement with Antonio, whereby, in consideration of their use and occupancy, they agreed to keep the premises in .good order and repair, pay all taxes and water bills and other charges assessed against the property, provide the father with one meal a day, and furnish facilities for him to cook other meals. The father reserved the use of one room.

The parties continued thus to live together until December 10, 1949. On November 8, 1949, Antonio entered into an agreement with Patrick Damiani and Lena, his wife, to sell the premises to them for the sum of $5,000 and requested Anna to execute, acknowledge, and deliver a deed, for the premises to them. This she refused to do. The Chancellor, on the basis of the foregoing facts, concluded that the deed of June 24, 1943, was testamentary in character and, therefore, revocable at will by the settlorthat the. said.deed; contained an express reservation to Antonio of the right to revoke; that the right of revocation had been duly and properly exercised; and, that Patrick, Rose, Margaret, Lucy, and Prank Damiani acquired no vested rights. by virtue of the deed of June 24, 1943. A decree nisi .was, entered, directing Anna and her husband to execute, acknowledge,.and:deliver a fee simple deed, joined in- by Antonio, conveying the-premises .to.-Patrick, and Lena Damiani, or to such other nominee ás Antonio might select. The Chancellor further entered judgment in favor of Anna and Prank against Antonio in the sum of $1,500 to . reimburse them" .for permanent improvements made by them subsequent to the execu *5 tion of the deed. Exceptions to the adjudication were dismissed by the court en heme and a final decree entered. This appeal, followed.

Appellants contend that (1): an interest in the real estate vested immediately in Anna Damiani and the instrument of conveyance was not testamentary, and (2) the deed contained'a power of revocation whieh could be exercised only .by the trustee consenting to join in a deed of conveyance with the settlor.

Antonio Damiani, by virtue of the deed of trust executed by him, created an inter vivos trust vesting possession and full enjoyment thereof in his daughter, Anna, after his death. He reserved to himself a beneficial life estate and gave to his daughter, Anna, a vested right to the full, enjoyment of the property upon his death. The fact that actual. possession and enjoyment were deferred does not prohibit or prevent the vesting of the interest. Nor does the obligation to pay-certain sums of money to her sisters and brothers affect the vesting of her interest. Such provisions, it is clear,- do not make the trust testamentary: Shapley Trust, 353 Pa. 499, 500-501, 46 A. 2d 227 ; Murphey v. C. I. T. Corporation, 347 Pa. 591, 594, 33 A. 2d 16; Reese’s Estate, 317 Pa. 473, 474, 177 A. 792; J. P. Lines v. W. E. Lines, 142 Pa. 149, 167, 21 A. 809; Dickerson’s Appeal, 115 Pa. 198, 210, 8 A. 64; Lyon Trust, 164 Pa. Superior Ct. 140, 144, 63 A. 2d 415; Restatement, Tmsts, Sections 56 (f) and 57 (1).

Appellee relies upon Frederick’s Appeal, 52 Pa. 338, and cases following it, particularly Rick’s Appeal, 105 Pa. 528, 535, to establish his contention that a deed of trust made for the grantor’s ow-n- personal convenience is revocable at pleasure. This Court has said, however,' in Rynd v. Baker, 193 Pa. 486, 491-492, that Frederick’s Appeal, supra, is limited-to its- own' peculiar facts and is- not authority for the 'proposition *6 that every voluntary, trust conveyance of property which reserves to the grantor a life interest with a direction to convey the principal of his estate at death to others is a testamentary instrument and, therefore, revocable at will. Further, Rich’s Appeal, supra, is in-apposite in that in the instant case there is not even a suggestion that Antonio was deceived through false representations of the grantee, that the trust was improvident, or that it left him without sufficient means of support.

Appellants’ contention that the power of the settlor to revoke can be exercised only with the consent of the trustee must also be sustained. Where a settlor of a trust reserves a power to revoke in a given manner and under certain conditions revocation cannot be effected in another manner: Shapley Trust, supra, Reese’s Estate supra, Restatement, Trusts, Section 330 (j).

The deed of trust executed by Antonio Damiani provided a means and method of revoking or terminating the trust..

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79 A.2d 268, 367 Pa. 1, 1951 Pa. LEXIS 344, Counsel Stack Legal Research, https://law.counselstack.com/opinion/damiani-v-lobasco-pa-1951.