Fleming v. Fleming

54 A. 473, 204 Pa. 648, 1903 Pa. LEXIS 868
CourtSupreme Court of Pennsylvania
DecidedJanuary 5, 1903
DocketAppeal, No. 155
StatusPublished
Cited by2 cases

This text of 54 A. 473 (Fleming v. Fleming) 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
Fleming v. Fleming, 54 A. 473, 204 Pa. 648, 1903 Pa. LEXIS 868 (Pa. 1903).

Opinion

Opinion by

Mr. Justice Mestrezat,

This is an action by Laura W. Fleming, executrix of the [649]*649surviving member of L. H. Harris Drug Company against Alexander M. Byers and Cochran Fleming, surviving executors of John Fleming, deceased, to recover the amount due on forty-one promissory notes, aggregating over $100,000, with interest. The notes were made by Fleming Brothers and are payable four months after date to the order of L. H. Harris Drug Company, the first and last note being dated respectively May 31, 1890, and September 24, 1890.

At the time of his death John Fleming was engaged under the name of Fleming Brothers in the manufacture and sale of McLane’s and other proprietary medicines in the city of Pitts-burg. He died November 2, 1870, leaving a last will dated December 21, 1866, which was probated November 9, 1870. He left to survive him a widow and collateral heirs and appointed as his executors his brother, Cochran Fleming, Frank E. Porter and Alexander Byers. The testator made a number of pecuniary bequests amounting to about $100,000, in most of which there were two or three preceding successive life estates of the income thereof, during which the principal was directed to be invested by the executors. In addition to these bequests and after he bequeathed to his wife certain articles' of a personal character and devised to her a life interest in some real estate, he provided in his will, inter alia, as follows: “ To my brother Cochran, I give and bequeath the good will and proprietorship of McLane’s and other medicines which I own and control, on the following conditions, to wit: That immediately on my death he take charge and carry on my said business ; and if it is found on examination of my affairs, that my available assets (in which are not to be included the warehouse and articles of a personal character hereinbefore bequeathed to my wife) are not sufficient to provide means wherewith to pay the foregoing pecuniary legacies in the order in which they are enumerated in this my last will, then that he carry on said business for the benefit of my estate until enough of moneys are realized by my said business to make good any deficiency in the moneys applicable to the payment of said legacies. On the payment of said legacies, my other executors will execute and deliver unto my said brother Cochran all bills of sale or conveyance of my said business and property connected therewith, which may be desired by the said Cochran.

[650]*650“ All the rest and residue of my estate after the payment of the foregoing legacies, and excepting the foregoing specific devises and legacies, I give unto my said brother Cochran absolutely. ... It is my will that my brother Cochran do not part with my business in the manufacture and sale of patent medicines, but keep the same up by a proper system of advertisement and transmit it to his children.”

Immediately after his brother’s death, Cochran Fleming took possession of the business as legatee under the will and as his own property and carried it on for himself and for his own use and benefit in the name of Fleming Brothers. The accounts were kept in a new set of books which were opened after John Fleming’s death. In 1875 or 1876 he formed a copartnership with his two sons, J. Kidd Fleming and Cochran Fleming, Jr., public notice of which was given in two newspapers of the city of Pittsburg, and under the firm name of Fleming Brothers the business was conducted for the benefit of the partnership, the profits being divided among the three partners, until 1890, when the firm failed. The executors of John Fleming never had any connection with the patent medicine business of their testator. The notes in‘suit were given by the firm, the name being signed by J. Kidd Fleming, and were given in exchange for notes by the L. H. Harris Drug Company to the order of Fleming Brothers, the proceeds of which were received by the latter firm.

It is not averred in the pleadings, nor was it proved on the trial that the assets of John Fleming’s estate were not sufficient to pay the legacies. The evidence was that the estate was solvent; that the debts were paid and that the assets were amply sufficient to satisfy the claims of the legatees. In 1871, Cochran Fleming paid the pecuniary legacies named in the will and took receipts in the names of the executors from those who were first entitled to receive the income thereof for life. None of the legatees are complaining nor contesting his right to take possession of the property and use it for his own benefit after the death of John Fleming.

The learned trial judge very properly granted a nonsuit and withdrew the case from the jury. The claim of the plaintiff, as set forth in her statement, is that Cochran Fleming, after the death of his brother, took charge of and carried on the [651]*651business “ under and pursuant to the terms of said will ” of John Fleming, and that the notes in suit were given by Cochran Fleming while he was thus engaged in the business. To maintain the action, it was incumbent upon the plaintiff to establish the averments of her statement by the necessary proof. In this, as we have seen from the recital of the facts, she has failed. At the death of his brother, neither Cochran Fleming nor the executors of John Fleming, deceased, took possession of and carried on the business under the will. On the other hand, it distinctly and positively appears from the plaintiff’s testimony that Cochran Fleming at once, after John Fleming’s death, by advice of counsel, took charge of the business as legatee and conducted it solely for himself and on his individual account for several years and until his two sons were given interests therein by the formation of a copartnership. At no time during the continuance of the business from the death of John Fleming in 1870, till it was closed by the firm’s insolvency in 1890, did Cochran Fleming or his partners hold out to the public that it was conducted by the executors or by Cochran Fleming under the provisions of the will. Creditors and persons dealing with the parties in charge of the business were not misled or deceived as to the true status of affairs. It was carried on by Cochran Fleming for his own use with the knowledge or consent of all the interested parties and subsequently by the copartnership as the owner and sole beneficiary of the business.

The bequest of the good will and proprietorship of the patent medicines to Cochran Fleming was on the condition that he take charge of the business and if its available assets were not sufficient to pay the legacies, then he was to carry on the business for the benefit of the testator’s estate until sufficient money was realized to make up any deficiency in the moneys applicable to the payment of the legacies. It will be observed that the executors were not given control or possession of the business and were not authorized to interfere with it in anyway. It was bequeathed specifically to Cochran Fleming and he was to take charge of it immediately on the death of the testator. The only condition imposed was that if sufficient available assets were not found to pay the legacies, the legatee should carry on the business until the deficiency was made up. The title [652]*652to the business was placed in the legatee, and upon him individually was imposea the responsibility of meeting any ascertained •deficiency in the assets. The evidence discloses the fact that the condition upon which he took the business was performed and that the pecuniary legacies were paid in full.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Pollock's Estate
159 A. 555 (Supreme Court of Pennsylvania, 1931)
Pollock's Estate
15 Pa. D. & C. 147 (Philadelphia County Orphans' Court, 1931)

Cite This Page — Counsel Stack

Bluebook (online)
54 A. 473, 204 Pa. 648, 1903 Pa. LEXIS 868, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fleming-v-fleming-pa-1903.