Lewis's Estate
Lewis's Estate
Opinion of the Court
Opinion bt
David Lewis bequeathed, through trustees, to his daughter, Mary D. Conner, a life estaté in certain income, with a power of appointment in the daughter “to such person or persons, being my lineal descendants, as my said deceased daughter may have appointed by her will, in such shares and amounts as she may choose and direct by such will.” Mary, in the exercise of the power, created through trustees a life estate in the same income in her son Edward, giving him like power of appointment as he might direct in his will, “and in default thereof to such child or children as he may leave surviving him.”
' In determining whether a power of appointment is validly exercised, consideration must -first be directed to the intention of the donor, as found in the instrument
It-is urged the power to appoint within this class does not empower the donee to delegate the discretion thus reposed. A trust or power may be created wherein a special confidence is reposed in' the judgment and discretion of the donee for special" purposes, so that any delegation of such power would be invalid: 21 R. C. L. 790. But a testamentary power of disposition, such as appears here, is not a special expression of trust and confidence which is personal to the donee; nor is it a power limited to distribution among a restricted class to be selected by the donee. McClellan’s Est., supra, expressly recognizes the right to pass to succeeding appointees the power to further appoint (Crooke v. Kings County, 97 N. Y. 421; Farwell on Powers, 356-362); and it is conceded it would exist if the power were general: Lawrence’s Est., 136 Pa. 354. It was clearly within the discretion reposed in Mary which contemplated a further transmission. It was but the exercise by Mary of the absolute right within the class.
We are not called upon at this time to determine the validity of a supposed future exercise by Edward in contravention to the express terms of the foundation. We might say, as was said in McClellan’s Estate, that the original language was written into each subsequent exercise of the power of appointment. It is not necessary for us to determine that question; nor do we think it necessary to determine the question of delegation of discretion, when, as we view it,, Mary made a complete nomination by creating a trust estate, the income therefrom- payable to her son for life with alternate remainders : (a) power to the son to appoint by his last will, or,
We do not now determine that such remainder to the children should be the ultimate destination of this estate. That question may arise, as Edward subsequently acts; it can then be raised in an appropriate proceeding. We here determine the life estate of Edward in the income is sustained by the alternate remainders supported by an active trust, and that the power of appointment as made by Mary was a lawful exercise of her right.
The decree of the court below is affirmed, costs to be paid by appellant.
Reference
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- Syllabus
- Wills — Power of appointment — Appointment to lineals — Intention of donor — Alternative remainders supported by an active trust —Trusts and trustees — Discretion within selected class. 1. The applicability of the rules of law, relating to the exercise of a power of appointment, is not to be measured solely by the particular class in which its power may be conveniently placed, or wherein it may operate, but from a consideration of the intent and purpose for which the power was created, and whether its exercise expressly or impliedly, violates the conditions laid down by the donor. 2. The donee of a power has the right to pass to succeeding appointees the power to further appoint. 3. Where a testator gives a life estate in certain income to his daughter with a power to appoint “to such person or persons, being my lineal descendente,” as she may appoint by will “in such shares and amounts as she may choose,” the power is lawfully exercised by the daughter by the creation, through trustees, of a life estate for her son in the same income, and by giving him a like power to appoint by his will, or, in default thereof, to his children. 4. Such testamentary power is not a special expression of trust and confidence, which is personal to the donee. 5. In such case the fact that a trust was imposed on the corpus during the lifetime of the son, did not defeat the appointment, though the power was restricted within a class.