Linton v. Brown's Adm'rs

20 F. 455, 1884 U.S. App. LEXIS 2234
CourtU.S. Circuit Court for the District of Western Pennsylvania
DecidedMay 23, 1884
StatusPublished
Cited by4 cases

This text of 20 F. 455 (Linton v. Brown's Adm'rs) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Western Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Linton v. Brown's Adm'rs, 20 F. 455, 1884 U.S. App. LEXIS 2234 (circtwdpa 1884).

Opinion

1 Radley, Justice.

The bill in this case was filed by Augustus E. Lii' ton and Phebe B. E. Elwina, his wife, against the administrators, wit i the will annexed, of James E. Brown, deceased, and against his widotv, Kate L. Brown, and infant son, Jamos E. Brown, Jr., (by his guardian, Charles T. Neale,) the Kittanning National Bank, and the [456]*456First National Bank of Kittanning, to establish certain trusts, alleged to have been established and declared by James E. -"Brown, in his lifetime, and by John B. Finlay, and for an account of the said trusts. Copies of the instruments by which the said trusts are alleged to have been created are annexed to the bill as exhibits, marked, respective^, A, C, and D. Exhibit C is an assignment, dated August 10, 1865, by which Mr. Brown, in consideration of the love and affection which he bore to his daughter, Jane B. Finlay, and to her daughter, Phebe R. E. Elwina Finlay, (who is now the wife of Augustus F. Linton, and one of the complainants,) assigned to said Jane 610 shares of the capital stock of the First National Bank of Kittañning, amounting to $61,000, but to remain in his (said Brown’s) name and under his control during his life, as trustee for the said Jane, for her sole and separate use, free from the control of her husband, during her natural life, and after her death the stock, with its accretions and accumulations, in trust for the sole and separate use of the said Phebe R. E. Elwina, free from the control of her husband, and in the event of the death of both of said beneficiaries in his life-time, the said stock, and its unused and funded or invested accumulations, to revert and return to himself, the said Brown. The terms of the trust are somewhat amplified in the instrument, but the general scope of it is as now stated. This instrument is admitted to. be valid and binding, and the trusts contained in it are acknowledged by the defendants to be operative. Exhibit X) is also admitted to be a valid and subsisting trust, and its execution is not opposed by the defendants. It is a release from John B. Fin-lay of all his right, title, and interest in his deceased wife’s estate, to James E. Brown, in trust for the sole use of his daughter, Phebe R. E. Elwina Finlay, (now Linton,) one of the corfiplainants, her heirs and i assigns, until she should reach her majority, and then to be unconditionally transferred to her, her heirs and assigns. The other document, Exhibit A, is denied to be a valid and subsisting instrument, and its validity forms the principal subject of controversy at this stage of the case. It purports to be a deed-poll of the said James E. Brown, bearing date the twenty-third day of July, A. D. 1867, by which the said Brown, in consideration of $500 to him paid by his daughter, Jane B. Finlay, and of the .natural affection he had for her and her child, Phebe R. E. Elwina Finlay, granted, bargained, sold, conveyed, and .transferred to the said Jane during her natural lifetime, and to her said daughter after her death, all the real estate situated in the states of Pennsylvania, Wisconsin, Illinois, Missouri, and Nebraska, which Dr. John B. Finlay (husband of said Jane) had theretofore conveyed to him, the said Brown; all the personal estate, choses in actions, and claimp which had been assigned and transferred to him, the said Brown, by the said John B. Finlay, and were yet held by said Brown; also all the claims, debts of every character which he held, and which were justly due to him by John B. Finlay and by Tañe B. Finlay; and also the whole indebtedness to him by the firm of [457]*457Finia j & Co., including üio transfer to him, said Brown, of said firm, in wri dng, dated November 7,1866, — to be held and possessed by his said ( aughter and granddaughter, and their heirs and assigns, upon certa1 n terms and conditions, which were then specified in the deeds, whicl, were in substance nearly identical with the trusts declared in the i revious instrument, Exhibit C; namely, that the property eon-veye< should remain in his, said Brown’s, name, and under his control as tr istee for them, during his natural life, for the sole and separate use c f his said daughter during her natural life, and after her death for t íe exclusive use, benefit, and behoof of her said child and his gran [daughter, Phebo II. E. Elwina, and her heirs and assigns, free from the liabilities, debts, and control of the husband of either his said daughter or granddaughter; and the proceeds of any of tho property eliat might be disposed of with the consent of the grantee then livin ' to be subject to the same terms and conditions; and if both of sí id grantees should die, in his, the said Brown’s, life-time, the prop irty unused should revert to him.

T' e validity of this deed, as before stated, is disputed by the defend mis. They contend that it was never out of James E. Brown’s post ission during his life-time, was never delivered by him, and nev( r beeamb an effectual deed; and whether it was executed and do-livoi ed by him, and became an effectual deed, is the principal question now to be determined. As by the terms of the deed itself Mr. Bro m wa- to be the trustee during his life-time, the fact of retaining it in his possession is of little consequence. If he was not the onli proper custodian of it, there was, at least, no impropriety or re-pug rancy to its validity in liis keeping it. Whether it was sufficiently oxo' utod and delivered by him, so as to become a valid and effectual insl rumont, is another question, which we shall proceed to examine.

J s the surrounding circumstances under which a deed is executed oftc n have an important bearing upon the question of its definitive exe lution and delivery, it will be proper to state the leading eircum-sta tees which existed in this case. When the deed was executed (or pui ported to be) James E. Brown resided in Kittanning, Armstrong cor aty, Pennsylvania, being considerably advanced in life, and posses ¡ed of a very largo estate. He had no family but a wife by a sec-on< marriage, the said Kate L. Brown, one of the defendants in this cat 3. He had an only child by a former marriage, the said Jane B. Fii lay, wife of John B. Finlay, who also resided in Kittanning, adjoining the building in which the First National Bank of Kittan-nii g was located, (of which Mr. Brown was the principal, if not sole, sto ikholder,) and in which he also had his private office. Mrs Fin-la} had an only child, the said Phebo R. E. Elwina Finlay, who was tin n (in 1867) about five years of age. This child, therefore, was at tin t time the only apparent descendant of Mr. Brown in the third ge íeration. The probabilities, therefore, are in favor of such a piro-vis ion for Mrs. Finlay and her child as was made by Mr. Brown by [458]*458the deed in question. At least, it may be said that such a provision was not an unreasonable or an improbable one for him to make.

In the next place, the property embraced in the deed consisted of lands in Pennsylvania, and several western states, which John B. Finlay had recently (mostly in November previous) conveyed to Mr. Brown, and personal estate, judgments, and claims which had been assigned by John B. Finlay to Brown; and also all claims held by Brown against Finlay, Mrs. Finlay, and Finlay & Co., (in which Mrs. Finlay was a partner,) including the property of Finlay & Co. transferred to Mr. Brown by an instrument dated November 7,1866. The subject of the trust, therefore, consisted mostly of property which had belonged to John B. Finlay, or to Jane B. Finlay, his wife, or in which they were interested, and of debts due from them to Mr. Brown, and was not taken from the general mass of Mr.

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Bluebook (online)
20 F. 455, 1884 U.S. App. LEXIS 2234, Counsel Stack Legal Research, https://law.counselstack.com/opinion/linton-v-browns-admrs-circtwdpa-1884.