Walker v. Shugert

141 A. 261, 292 Pa. 433, 1928 Pa. LEXIS 625
CourtSupreme Court of Pennsylvania
DecidedJanuary 30, 1928
DocketAppeal, 103
StatusPublished
Cited by2 cases

This text of 141 A. 261 (Walker v. Shugert) 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
Walker v. Shugert, 141 A. 261, 292 Pa. 433, 1928 Pa. LEXIS 625 (Pa. 1928).

Opinion

Opinion by

Mr. Chief Justice Moschzisker,

The declaratory judgment in this case was asked, by all parties concerned, in a controversy over the ownership of a certain piece of real estate known as the “Harris Block,” in the Borough of Bellefonte. The court below held that Mary C. Harris, now deceased, whose interest is represented by Ivan Walker, the plain *436 tiff-trustee, owned the property in fee at the time of her death, having acquired it under the will of her husband, George F. Harris, deceased; defendants have appealed.

The facts necessary to an understanding of the case are as follows: James Harris, whose title is conceded by both sides, died August 19, 1908; by Ms will, he placed the Harris Block in trust during the life of his wife, Lavinia Catherine Harris, and at her death he gave it to his brother, “Dr. George F. Harris, his heirs and assigns forever, freed of said trusts.” Dr. Harris died September 10, 1911, seized of the premises in controversy, subject to the life estate of Lavinia Harris, who did not die till 1921. He left to survive him two children, Kate H. Shugert and Adeline H. Curtin, who, with John Blanchard, trustee under the will of James Harris, deceased, are the defendants in this case; he also left a widow, Mary C. Harris, the sole beneficiary named in a will written by his own hand, the full text of which, eliminating some unimportant words, is as follows: “I, George F. Harris......give and bequeath to my beloved wife, Mary C. Harris, all the property of which I may die possessed — to be by her disposed of according to her will and pleasure. I appoint the said Mary C. Harris sole executrix without bond.” Mary C. Harris died April 13, 1927; but prior thereto, in 1925, she had been declared a bankrupt by the federal courts, and Walker, the plaintiff, was appointed her trustee.

We are not here concerned with the will of James Harris; there is no question as to it; the controversy is over the proper construction to be given to the above-quoted will of his son, George F. Harris. The latter’s children, as appellants, call attention to the fact that the testator, in this will, uses the word “bequeath,” not “devise,” and that, in the gift to his widow, he mentions “all the property of which I may die possessed” (the italics are ours) ; also to the further facts that, “except as to the right, title and interest of George F. Harris *437 in the Harris Block,” testator’s entire estate at the time of his death consisted of personal property, and that he never had actual physical possession of the premises in dispute, since such possession “has heretofore been and now is” in various tenants, lessees of the trustee under the will of James Harris, deceased. Because of this state of facts, the appellants in question contend that the remainder in the Harris Block, owned by their father, was not intended to and did not pass under his will, but passed under the intestate laws, whereby, they claim, his widow, Mary C. Harris, and they, his children, became entitled to such remainder upon his death, subject to the life estate of Lavinia C. Harris, which terminated at her death on January 10, 1921, and subject also to the lawful occupancy of the various portions of the premises by the lessee-tenants, which right of occupancy still continues.

On the other hand, plaintiff contends that the estate in remainder, subject to the prior life interest of Lavinia C. Harris, did not, on the death of George F. Harris, pass under the intestate laws to his widow and children, but passed under his will to his widow alone, and that, by reason of her bankruptcy, the entire estate in remainder, and since the death of the life tenant, the fee simple absolute in the property in controversy, is now vested in him, Ivan Walker, as trustee in bankruptcy of Mary O. Harris, “subject to the lawful occupancy of the various portions of said premises by the lessee-tenants.” The court below correctly sustained plaintiff’s contention.

The will before us for construction is one of those not unusual testamentary documents whereby a man intends to leave his worldly possessions of every kind to his wife, trusting her to care for his children. The fact that, in place of using the word “devise,” this testator employed “bequeath” cannot defeat that purpose as to any part of his estate; these words are often used interchangeably by those unlearned in legal par *438 lance (Rountree v. Pursel, 11 Ind. App. 522, 39 N. E. 747, 749; Wyman v. Woodbury, 86 Hun 277, 33 N. Y. Supp. 217) ; in fact, as was said in Ogle v. Taylor, 49 Md. 158, 175, “The popular sense of the word bequeath includes devises;......the terms are used as synonymous or equivalent by the lexicographers.” * Moreover, it must not be overlooked that, in addition to “bequeath,” testator used the word “give,” which, of course, is equally applicable to a gift of either real or personal estate.

We see nothing in the language of this will to justify a finding that George F. Harris intended to dispose of his personal estate only, or that he intended to exclude any property over which he had the right of disposition. Surely testator’s expression, “of which I may die possessed,” has no significance to exclude the present property; for when George F. Harris wrote his will, and at his death, he owned a remainder in the Harris Block, which estate was vested “in interest” though not in enjoyment, and, therefore, it was property possessed by him: Groninger’s Est., 268 Pa. 184, 189-190; Brown’s Est., 289 Pa. 101, 113, 115, 116. Again, there is nothing in the language of this will to indicate that its writer meant, by the use of the word “possessed,” to confine the disposition of his estate to only such property as he either physically possessed or possessed in actual enjoyment. “Possessed” is a word which can be and often is employed “to denote ownership” (Hemingway v. Hemingway, 22 Conn. 462, 472; 6 Words and Phrases 5464) ; as, for instance, in the popular testamentary expressions, “all the property I possess” and *439 “all the property I die possessed of.” * Indicating how varied are the meanings given to the word under consideration, the expression “of which I may be possessed at the time of my decease” is sometimes used even as referring to a testator’s right of disposition over property to which he lacks legal title: Thompson v. Wanamaker’s Trustee, 268 Pa. 203, 212. There is no reason appearing on the face of the present will for believing that, by the expression “all the property of which I may die possessed,” the testator meant anything else than “all the property I may own when I die, or over which I have the right of disposal”; and he owned a vested remainder in the premises here in controversy, which in course of time was bound to ripen into ownership of the full estate. He “owned” this property in every sense of that term, though subject to the life estate which has since expired. The vested interest which he possessed could have been taken in execution for his debts; he could have sold it, and had full power to *440

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In re Estate of Heine
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Bluebook (online)
141 A. 261, 292 Pa. 433, 1928 Pa. LEXIS 625, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walker-v-shugert-pa-1928.