Isoleri's Estate

20 Pa. D. & C. 535, 1934 Pa. Dist. & Cnty. Dec. LEXIS 310
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedFebruary 6, 1934
Docketno. 3666
StatusPublished

This text of 20 Pa. D. & C. 535 (Isoleri's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Isoleri's Estate, 20 Pa. D. & C. 535, 1934 Pa. Dist. & Cnty. Dec. LEXIS 310 (Pa. Super. Ct. 1934).

Opinion

Henderson, J.,

The testator died April 11, 1932, leaving a will duly probated April 19, 1932. . . .

By the second, third, and fourth items of his will, the testator made certain [536]*536specific bequests to certain Italian churches, and as he died within 30 days, these bequests are void and fall into the residuary estate and will be awarded to the residuary legatee, Umberto Biga.

By the fifth item of the will he directed the sale of his City of Philadelphia bonds and gave $200 to St. John’s Orphan Asylum, $200 to St. Vincent’s Orphan Asylum, $200 to St. Joseph’s Orphan Asylum for Girls, $400 to the Columbus Hospital, and the balance to the Church of St. Mary Magdalene di Pazzi of Philadelphia. He then directed that:

“In the event that I should die within thirty days from the date of the execution of this will, then in that event I give and bequeath the said Philadelphia City Bonds to my executors hereinafter named absolutely.”

By the sixth item, he gave all money in bank as follows: One fourth to the College of Foreign Missions Brignole Sale, Genova, Italy, for masses as therein set forth; one fourth to the new Carmelite Convent of St. Mary Magdalene di Pazzi for masses as set forth therein; one fourth to the New Seminary of Albenga, also for masses, and the remaining fourth to his nephew Agostino Isoleri. He then directed that:

“In the event that I should die within thirty days from the date of the execution of this will, then in that event I give and bequeath the first three fourths of my money in bank to my executors hereinafter named absolutely.”

By the eighth item, he gave his residuary estate to Rev. Umberto Biga of the Church of Santo Stefano at Villanova d’Albenga, Italy.

. He then named as executors Rev. Joseph Pugliese, Rev. John D. Daniel, and Basil Charles Donato.

He died on the day the will was executed.

It is contended that, the gifts to charitable, educational, and religious uses being void, the gifts over under the fifth and sixth clauses of the will are also void, because of an alleged secret trust whereby the three legatees are bound to apply these funds to the void uses, and because the alternative gifts to the executors were not to them beneficially.

The testator sent for William A. S. Lapetina, a member of this bar, and his friend and attorney, and gave him instructions to draft a will. The executors were close personal friends of the testator and one of them — Basil Charles Donato — was present when the will was executed, and -he heard the will read to the testator and remained silent when he heard the alternative gifts in his favor and in favor of the other two exqcutors, and said nothing. Mr. Donato summoned those who witnessed the will. After execution the decedent remarked: “I wonder if my wishes will be carried out.”

All three executors testified that they felt bound in the forum of the conscience to give these legacies to the organizations named in the will.

I must now determine to whom the alternative bequests contained in items five and six shall be awarded. In both cases the gift is “to my executors hereinafter named absolutely.”

It is contended that the executors take them under a secret trust for the legatees whose legacies are void, and hence, such being the case, the trust should be declared void and these legacies awarded to the residuary legatee.

It is further argued that the gift to the “executors” is not for their individual interests but to them in a fiduciary capacity and hence should be awarded to the residuary legatee.

In analyzing the first proposition, we should recall what our Supreme Court, speaking through Mr. Justice Simpson, said in Bickley’s Estate, 270 Pa. 101, where a somewhat similar question was involved:

[537]*537“If the question involved was an open one with us, or if it was of modern determination, we would reverse the decree in the present case, for the following reasons: (1st) The decisions are wrong in principle in that they make valid admitted attempts to evade the public policy of the Commonwealth as expressed in her statutes: nemo potest facere per obliquum quod non potest facere per directum. (2d) In Kessler’s Est., 221 Pa. 314, 320-1, summarizing previous decisions, we said: ‘The Act of 1855 is a remedial statute, and should be construed so as to give effect to the purpose for which it was enacted. While charities may be said to be favorites of the law, . . . yet the law discourages such gifts at or near the time of impending death, when the mental faculties are impaired, the will power broken and the vital forces weakened; because, under such circumstances, the importunities of designing persons, or the terrors of final dissolution, may induce dispositions of property contrary to natural justice, and without regard to the ties of kinship, which, under normal conditions, would be operative on the mind of the testator.’ . . . (5th) In all jurisdictions, the courts, tardily recognizing the consequences flowing from their decisions allowing the law to be thus wantonly evaded, have seized upon slight circumstances in order to create a trust (Stirk’s Est., supra [232 Pa. 98] ; Russell v. Jackson, 10 Hare 204; Edson v. Bartow, 154 N. Y. 199) and then have destroyed it in order to give the estate to the heirs and next of kin, as the statute intended.”

In support of the secret trust, it is urged that Mr. Donato was present, heard the will read, saw it executed, and then learned of the alternative gift to him and the other two, and remained silent. This is certainly a situation in which we can say that silence gives consent. Furthermore, the testator said, directly after the act of execution: “I wonder if my wishes will be carried out.”

Does this constitute such a secret trust as should be declared void?

In 2 Jarman on Wills 887, 888 (1930 edition), it is said:

“Where the gift is made to A and B as joint tenants, and the trust is communicated to A before the execution of the will, B is also bound by the trust, on the principle that no person can claim an interest under a fraud committed by another. But if the trust is not communicated to A until after the execution of the will, B is not bound.
“If the gift is made to A and B as tenants in common, and the trust is communicated to A, whether before or after the execution of the will, but is not communicated to B, then B’s share is not bound by the trust.
“If no communication on the subject of the trust is made to the legatee or devisee during the testator’s lifetime, he takes the property for his own benefit; no declaration made by the testator (unless executed as a will) can affect him with a trust.”

In Schultz’s Appeal, 80 Pa. 396, 405, Mr. Justice Sharswood said:

“The very able and exhaustive opinions, as well of the auditor as of the learned court below, have relieved us from an examination of the English decisions upon the Mortmain Act of that country. They undoubtedly throw a clear and strong light upon the question presented upon this record. They establish two positions: 1.

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Bluebook (online)
20 Pa. D. & C. 535, 1934 Pa. Dist. & Cnty. Dec. LEXIS 310, Counsel Stack Legal Research, https://law.counselstack.com/opinion/isoleris-estate-paorphctphilad-1934.