Tozer v. Jackson

30 A. 400, 164 Pa. 373, 1894 Pa. LEXIS 1085
CourtSupreme Court of Pennsylvania
DecidedOctober 22, 1894
DocketAppeal, No. 138
StatusPublished
Cited by21 cases

This text of 30 A. 400 (Tozer v. Jackson) 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
Tozer v. Jackson, 30 A. 400, 164 Pa. 373, 1894 Pa. LEXIS 1085 (Pa. 1894).

Opinion

Opinion by

Me. Justice Geeen,

When this case was here before (154 Pa. 223) it was an issue devisavit vel non. The two questions raised by the proceedings were testamentary capacity and undue influence. Neither of these questions was “ submitted to the jury or touched by the verdict,” and we so declared in the opinion then delivered. We further said, “ On the other hand, the legal effect of the alleged testamentary paper was submitted to the jury with the assent of both parties, and as a consequence they have found that a paper aptly disposing of the entire estate of James Rogers and found exposed conspicuously in the room in which he committed suicide, was intended to take effect, two weeks' prior to its exhibition, as an absolute gift, notwithstanding the fact that he had kept it in his own possession until the hour of his death and then for the first time placed it where those who discovered it could not fail to discover his* written declaration of his wishes in regard to his property. While we are constrained to affirm this case upon the questions presented by the record, we do not wish to be understood as assenting to the practice of submitting the construction of such a paper as that now before us to a jury.”

The only reason why we affirmed the judgment in that case was that there was no question raised upon which we could reverse it. The plaintiff in the issue, who is the Sefendant in this action, asked the court to instruct the jury that if they believed that James “ intended the paper- offered as his will to take effect only after his death, the verdict must be for the plaintiff.” This point was affirmed and the case was therefore tried upon the question of fact whether the intent of James Rogers was that the paper should only take effect after his death. As this was at the instance and request of the plaintiff in the issue, we could not reverse the court below for affirming his point and chai’ging the jury as thejr were requested. And- in that conditioxx of the record we could not reverse for the refusal of the court below to give a bixiding instruction to find for the plaintiff, as such an instruction would have been entirely inconsis[379]*379tent with the instruction to find according to the intent as to the time the instrument should take effect. We were of opinion then, as we are now, that the paper writing in question is ■testamentary on its face and in view of the circumstances in which it was found, and that it would have been the duty of ■the court below to so instruct the jury if they had been asked to do so.

The only material question worthy of present consideration is whether, in the state of the record as we find it in this action, the request of the defendant for a binding instruction to find in his favor should have been granted.

It is useless to discuss the question whether the paper can be sustained as a present gift of the land. To sustain that view it would be essential to determine that the gift was complete in the lifetime of the donor. But that is impossible because the instrument was retained in his possession up to the moment of his death and therefore it was never delivered. Had it been a regular deed in fee simple for the land, properly signed and executed in fill respects, and duly acknowledged as such, it could not have_ passed any title because it w^s never delivered, and without delivery it was utterly ineffective. Taking possession and' making improvements after the death of the donor could in no manner hélp such a title. That may do in support of a parol sale in certain circumstances, or a parol gift followed by possession, but this was not a parol sale in any point of view, and it was not a parol gift for the reasons already stated.

Recurring then to the question whether the defendant was entitled to a binding instruction in his favor, we have to remark that he was not hampered by any contradictory request of his own to send the case to the jury on a question of intent. It is true also that he did not ask for a binding instruction that the paper was a will, but he did ask that on all the evidence he was entitled to a verdict. Now this paper was in evidence. It is a part of the record. It purports to be. a testament giving' to the defendant the title to the property in question. The action is an ejectment for the recovery of the land. If this paper conveys the land to the defendant by a valid testament the plaintiff has no case. The learned court below was in error in saying that this court had decided in the [380]*380former case that the paper was null and void as a will. We did not make any such decision nor did we intend to do so. On the contrary we intimated very strongly that it was a valid will and we only abstained from deciding it because the question in that form had not been raised on the record.

But on the trial of the present action the question of the character and legal effect of this instrument necessarily arises, because if it is a valid will the defendant has the title and the plaintiff does not have it. The interpretation of the paper is undoubtedly for the court. In form and in substance it is perfectly good as a testament. It contains disposing language, language which in its primary and essential meaning purports to pass away the title of the owner to another. “ High James Rogers do give to John Jackson Sr., my property known as Pen argyl Hotel and the land adjoining in Pen argyl in Northampton County P. A. James Rogers.”

How could there be any more direct, emphatic and positive expression of a purpose on the part of James Rogers to give the property described to John Jackson, Sr. ? It is not possible. There is not the least uncertainty or ambiguity of meaning in these words, and no legitimate contention can arise upon that aspect of the subject. The property is adequately described, a definite person as donee is expressly named, the donor names himself both in the body of the paper and in his signature, and the words employed are absolutely and with conclusive force apt words of gift of the entire title, by the donor to-the donee. On this whole subject there is nothing to discuss. The interpretation of such a paper is exclusively for the court. In no circumstances can a jury be permitted to deal with it. So apparent and so manifest is the meaning and legal effect of the paper that it is not seriously questioned. Why then does it not have operation ? It is on this record, it is a paper in the case, something must be done with it. The learned court below treated it only as raising a question of a present gift in the lifetime of the testator, and very properly decided it could have no effect as such an instrument. But the question remains, why is it not operative as a testament ? The learned court below thought that question was adjudged by the decision of this court in the feigned issue. But that, as we have seen,, was a mistaken view of that decision. And now the testamentary question remains and must be disposed of.

[381]*381There is but one allegation that has.at any time been set up against the testamentary character of the paper, and that is, that it may have been intended only as a gift in the lifetime of the donor, and if so it could not be operative as a testament. Prima facie that is not its character because, being land, a deed would have been the appropriate instrument to convey the title. The language employed is the language of a will, not of a deed. It would be naturally, therefore, the duty of the plaintiff who claims against it as a will to rebut the presumption arising from the language of the instrument.

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Bluebook (online)
30 A. 400, 164 Pa. 373, 1894 Pa. LEXIS 1085, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tozer-v-jackson-pa-1894.