Pepper's Will

1 Parsons 436
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedMay 25, 1850
StatusPublished
Cited by3 cases

This text of 1 Parsons 436 (Pepper's Will) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pepper's Will, 1 Parsons 436 (Pa. Super. Ct. 1850).

Opinion

The opinion of the Court was delivered by

KiNG, President. —

Margaret Pepper, by deed executed on the 3d day of June, 1837, conveyed to George Pepper certain valuable described real estate of which she was owner, and which composed all her property of any value, except a very small amount of personal estate, principally household furniture. The profits of the estate were to be received by Miss Pepper, during her life. A power was reserved to her, to dispose of it “ to such person or persons, purpose or purposes, and at the time and times, and in such parts and proportions, manner and form, as the said Margaret Pepper, whether sole or covert, by any writing under her hand and seal, in the nature of a last will and testament, and duly attested by two or more credible witnesses, should direct, limit, and appoint. And in case the said Margaret Pepper should not have [439]*439executed such writing, in the nature of a last will and testament, then in further trust for the right heirs of the said Margaret Pepper, according to the intestate laws of Pennsylvania.” On the 24th of January, 1849, Miss Pepper executed a last will and testament in the presence of two witnesses, which was signed by her, but is not sealed. This will does not express on its face to have been made in execution of the power reserved by the deed of June 1837; but, except the small personal estate referred to, she possessed no other property of any value on which the will could operate. The will in the first place devises all her estate, real and personal, to her executors, George IT. Thompson and Henry Seybert, in trust to sell the same and convert it into money, and apply the same to the payment of her debts and legacies. The money thus raised, she disposes of as follows: — First, as to $3000 thereof, in trust to pay the interest thereof to her niece, Julia Ann Miller, during her natural life, and after her decease the principal sum to be divided into four equal parts; two parts thereof to be paid over to the Pennsylvania Bible Society, for the purposes of the said society; .one part thereof to the treasurer for the time being of the Foreign Committee of the Board of Missions of the Protestant Episcopal Church in the United States of America, to be applied in support of foreign missions; and one part thereof to the treasurer’ of the Domestic Committee of the Board of Missions of the Protestant Episcopal Church in the United States of America, to be applied in the support of domestic missions. Second, as to another $3000, in trust to apply the interest thereof to the support and education of A. Hamilton Thompson, son of her late nephew, Theodore Thompson, until he arrives at the age of twenty-five years, when the principal is to be paid over to him. But in case of his dying before arriving at that age, this principal to be paid over in the same proportions, to the charities above enumerated. Third, as to another sum of $2000, in trust to pay the interests thereof to her niece, Mary Ann Stump, during her natural life, the principal sum to be divided after her decease in the same way among the same charities. Fourth, as to another sum of $2000, in trust to pay the interest thereof to her niece, Eliza Hutchinson, during her natural life, and after her decease the principal sum to be divided in the same way among the same charities. She then bequeaths a further sum of $2000 to George Thompson, one of her executors, to be safely invested, and the interest thereof to be paid to her friend, Mary Thompson, during her natural life, and after her decease, the principal to be divided in the same way among the same chari[440]*440ties. She also bequeaths to the same George Thompson, a further sum of $4000, in trust to invest as aforesaid, and pay the interest thereof to Jane Brown, during her natural life, and at her decease she directs the division of the principal sum in the manner heretofore described. She then bequeaths two small legacies of $40 each, to two coloured servants, and a legacy of $200 to a female relation. The residue of her estate she gives to her executors in trust to distribute the same among such religious societies and objects, as they may deem expedient, and in such sums and forms, as they may deem proper: declaring it to be her will, that they shall have the same entire control, as she could have had if living to distribute the same. In a codicil she directs the sum of $500 to be added to each of the legacies of her nieces, Eliza Hutchinson and Mary Ann Stump, so that they shall each be increased to $2500. This codicil is signed in presence of two witnesses, but is not under seal.

The case came before the Court under a petition filed on behalf of a portion of the heirs-at-law of Margaret Pepper, to appoint a new trustee under the deed of settlement of June 1837, in the place of George Pepper, who is deceased. The application is resisted by the executors and appointees of the will of Margaret Pepper, who insist that the will is a sufficient execution of the power secured to her by the deed of 1837, and that even if that is not so, this Court has no jurisdiction to grant the relief prayed for by the petitioner.

The questions involved in the cause are of great interest. They have therefore received a more than ordinary consideration from the Court. For the purposes of simplification and clearness, we propose attempting the solution of four propositions into which the case seems to divide itself. First, is this will a good execution of the power created by the deed of June 1837, supposing it to be adequately executed according to the requisitions of that deed, although it does not on its face purport to be made in execution of the power? Second, is the power on general principles adequately executed by the will, the latter not being under seal, as is required by the deed ? Third, if, on general principles, the will is not an adequate execution of the power, because not executed under seal, is it a good execution of the power, so far as respects the charitable bequests, under the statute of 43 Eliz., ch. 4; or rather according to the principles of that statute adopted into and forming part of the common law of Pennsylvania, this statute as such not being [441]*441in force- in Pennsylvania ? Fourth, has this Court the jurisdiction, the exercise of which is invoked by the petition before us.

First, then, is the execution of the power by the will defective as is contended, because the will does not on the face thereof purport to have been made in the intention and with the purpose of executing the power ?

There have been few subjects which have given rise to more discussions, or which have exhibited greater conflicts of opinion among equity lawyers, than those involving inquiry how far it is necessary to refer to the instrument creating a power, in another by which it is supposed to be executed. For the purposes of this case, it is unnecessary to enter into this field, of controversy, farther than to refer to certain portions, which have been fully settled in the progress of the conflict, and which rule the case before us.

We will first premise that the legatees in this will can only claim under it, as the execution of the appointment; for, although a gift to A. and to such person as he shall appoint, is absolute property in A. without appointment, yet if it is to him for life, and after his death to such as he shall appoint by will, he must make such appointment in order to entitle that person to anything. A distinction said by Sir William Grant, in Bradley v.

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Related

Jones v. Mackie
49 Pa. D. & C. 459 (Susquehanna County Court of Common Pleas, 1943)
Trust Under Deed of Levering
9 Pa. D. & C. 328 (Philadelphia County Court of Common Pleas, 1927)
Thompson v. Wanamaker's Trustee
110 A. 770 (Supreme Court of Pennsylvania, 1920)

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Bluebook (online)
1 Parsons 436, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peppers-will-pactcomplphilad-1850.