Norris's Estate

217 Pa. 548
Supreme Court of Pennsylvania·Decided April 22, 1907·No. No. 1; Appeals, Nos. 361, 362, 363, 364, 365, 366, 367, 368 and 369·Published·Cited by 2 cases

Opinions

Opinion bt

Mr. Justice Brown,

Joseph Parker Norris, the testator, whose will, executed in 1838, is before us on these appeals, died in 1811. He left six sons and seven daughters. Among his possessions were two large estates, known as “Fairhill” and “Sepviva.” He gave Sepviva to his daughters and Eairhill was devised to his sons, Charles, Samuel, Isaac, George, Henry and Joseph Parker, Jr. His residuary estate was given to all of his children, with the exception of Joseph,, who, for reasons stated by the testator, was excluded from participation in it. The interests in Fair-hill devised to Charles, Samuel, Isaac, George and Henry, passed to trustees for each of them under clauses in the will which are identical. The testator created a spendthrift trust for Joseph and devised a one-sixth interest in Eairhill to his executors in trust for him. They were not the trustees for the other five sons. The clause to be now interpreted is as follows: “ And upon this further trust that he my said son Henry Norris shall have full power and authority by his last will and testament to devise and settle one of the said five-sixth parts of the lands tenements and premises aforesaid called Eairhill to and on all or any of his issue lawfully begotten in such way and manner and under and subject to such restrictions and limitations or for such estate and estates use and uses as he my said son Henry may deem proper and in default of [553]*553such last will or appointment then in trust as to that one of the said five-sixth parts of the said lands tenements and premises called Fairhill to and for the only proper use and behoof of all and every the children of my said son Henry Norris that shall be living at his death and the lawful issue of such as may be then dead and their heirs and assigns forever equally to be divided among them part and share alike as tenants m common so always however that such surviving children of my said son Henry shall take per capita and such issue shall take together in equal parts the share that his her or their parent would have taken if then living and if he my said son Henry shall die without leaving a child or children or a grandchild or grandchildren living at his death then that one of the said five-sixth parts of the lands tenements and premises aforesaid called Fairhill shall go to and be equally divided among my said other sons Charles Samuel Isaac and George or such of them as shall be then living and the Trustees hereinafter mentioned for my said son Joseph Parker Norris junior in equal parts so that the then survivors of my said four sons Charles Samuel Isaac and George shall each take one equal share and the Trustees for my said son Joseph shall take the other equal share thereof each of which said equal shares shall pass to and vest in the Trustees herein appointed and their heirs respectively subject to the restrictions and limitations and for the uses herein declared in like manner as if the same had been so devised in the first instance, that is to say the Trustees for my said sons Charles Samuel Isaac George and Henry to take in trust for the use of my said sons Charles Samuel Isaac and George in equal parts and for the uses hereinbefore mentioned and the Trustees for my said son Joseph to take in trust for the like uses that hereinafter mentioned.”

Joseph Parker Norris, Jr., died in January, 1863, leaving children; Samuel Norris died in December, 1866, without issue; Charles Norris died in June, 1868, intestate, leaving children; George Norris died in 1875, testate, leaving children; Isaac Norris died in July, 1890, testate, leaving children; and Henry Norris died in December, 1904, without issue.

The fund for distribution represents Henry’s one-sixth interest in Fairhill, devised to trustees for him by his father, and the one-fifth of the one-sixth which passed to them for him [554]*554upon the death of Samuel. In the court below this fund was awarded to the issue of all of the testator’s deceased sons per stirpes. The descendants of Joseph Parker, Jr., claimed the entire fund to the exclusion of the descendants of their father’s three brothers, and this claim of the appellants, disallowed below, is now before us. Whether it is to prevail must depend upon the proper interpretation of the will of the testator, which makes the ultimate disposition of the interest in the Fairhill estate enjoyed by Henry at the time of his death.

After the death of Samuel Norris in 1866, proceedings were instituted for the partition of the interest in Fairhill devised by his father in trust for him. The surviving brothers and the representative of Charles, then also deceased, sought to exclude the children of Joseph Parker, Jr., from participation in this estate, contending that, under the limitation in the will of the testator, the share of Samuel in Fairhill was divisible among the surviving sons and the children of Charles, to the exclusion of the children of Joseph Parker Norris, Jr. It was held by this court unanimously that the children of Joseph Parker, Jr., were entitled to a one-fifth share of Samuel’s interest: Horwitz v. Norris, 60 Pa. 261. The court, however, divided upon an interpretation of the will, the majority so interpreting it as to give to the appellants what they now claim; and one of their contentions is that, as their right to the one-fifth of Samuel’s share enjoyed by Henry and his own one-sixth is res adjudicata, the whole fund must be awarded to them under the doctrine of stare decisis.

It is not necessary for us to decide whether the claim of the appellants is res adjudicata. I do not think it is, because the question now before us was not and could not have been before the court then. Henry was then living, as were Isaac and George, and the question of where his interest should go if he should die childless was not then a matter for the court’s determination, for it was not involved in the controversy before it. We differ, however, as to this, but the majority of the court agree in adopting the interpretation of the will as made by Mr. Justice Agnew, while not binding upon us in deciding the question before us, as the only one that we can now give to the will if we are to read it as the testator wrote it and are tó direct that what is left of Fairhill shall go where [555]*555he said it should go ; and we adopt bodily what Judge Agnbw says as expressive of our views in this contention. His interpretation is unanswerable, because he read the will just as the testator had written it in words free from all doubt.

If the appellees are to participate in this fund, they must point to their right to do so in the will. The court below properly sustained their contention that it is no part of the residuary estate of the testator, and, if it is not, what clause in the will gives any of it to them i The only clause to be read in determining where the fund shall go is the one quoted. The clauses as to the other sons under whom the appellees claim are exactly like it.

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Norris's Estate, 217 Pa. 548 (Pa. 1907).

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