Ayres Estate

35 Pa. D. & C.2d 506, 1965 Pa. Dist. & Cnty. Dec. LEXIS 337
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedJanuary 7, 1965
Docketno. 120
StatusPublished

This text of 35 Pa. D. & C.2d 506 (Ayres Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ayres Estate, 35 Pa. D. & C.2d 506, 1965 Pa. Dist. & Cnty. Dec. LEXIS 337 (Pa. Super. Ct. 1965).

Opinions

Saylor, J.,

William M. Ayres died April 2, 1905. This trust arises under his will by which he bequeathed his residuary estate in trust upon terms which will be hereinafter considered.

The account has been filed because of the death of Anna A. Hoffman, the life tenant, on November 12, 1963, in consequence of which the trust with respect to the fund now accounted for has terminated in accordance with the trust provisions.

1. Distribution of Principal

A. The issues.

The question is raised as to which nephews and nieces of decedent are entitled to share in the distribution of the principal. This in turn involves the subsidiary questions of whether the class of “nephews and nieces” embraces the children of all brothers and sisters of decedent or only of the two who are named in the will, and, further, whether the determination of the class of nephews and nieces is to be made as of the date of decedent’s death or as of the date of death of the life tenant.

These questions turn upon the construction to be given the fifth paragraph of the will, by which decedent provided:

“Upon the death of my wife, I order my estate to be divided into two parts, one of which parts I order my Executors to keep invested, and to pay the income derived therefrom to my daughter, Anna Gertrude Ayres, for her life, and out of the other half of my estate, I give to my sister Mary R. Huston the sum of Ten thousand Dollars ($10,000), and the balance of said half, I give to all my nephews and nieces in equal shares, and upon the decease of my said daughter, Anna Gertrude Ayres, to pay over one-half of the principal of my estate to the children of my said daughter; but in the event of my said daughter dying without chil[508]*508dren, or if leaving children, such children die before attaining the age of Eighteen years, then IN TRUST, to divide the said half of my estate so devised to the children of my said daughter, Anna Gertrude Ayres, among the children of my said brothers and sisters in equal shares.”

B. Meaning of “brothers and sisters”.

The meaning of the final words of the paragraph above quoted, namely, “my said brothers and sisters in equal shares,” is disputed. It is pointed out that decedent had only three brothers and one sister and that accordingly he could not have intended to refer to “brothers and sisters.” It is not important to determine, as has been urged, whether there was a typographical error in so referring to “sisters” when there was only one sister. Whether it is a matter of loose grammar or poor typing is immaterial, for the “sisters” obviously includes a “sister” when a decedent had but one.

It is also claimed that the phrase “said brothers and sisters” is vague because in fact decedent had up to this point referred only to one brother and one sister in his will. The answer to this contention is that the reference to “brothers and sisters” of a person necessarily includes the one brother and the one sister of that person when there are no more.

In this connection it is noted that although decedent had had three brothers and one sister, two brothers had died prior to the writing of the will. This explains decedent’s naming only the one brother and the one sister in the will.

C. Meaning of “said”.

The rival contentions are made that the qualification of “brothers and sisters” by “said” (a) limits the present distribution to those who are children of the brother and the sister named in the will, as opposed to [509]*509(b) that “said” is meaningless and the present distribution should be to the children of all brothers and sisters.

The word “said” is frequently unnecessary, but it is not meaningless. It is a contraction of aforesaid and clearly refers to that which has already been said. In view of the fact that we are referring to a written document which in a figurative sense only “speaks,” the word “said” does not refer to the physical act of making audible speech but merely has the meaning of above-named, above-described, or above-identified.

As the decedent in fact specified that distribution is to be made to the children of his brothers and sisters already named in the will, there is no reason why that intent should not be given effect.

It is argued that the decedent used the word “said” many times in his will and, apparently on a theory that familiarity breeds contempt, it is concluded that the word is meaningless, and that it should therefore be omitted in interpreting the provision of the will here in controversy. This argument overlooks the fact that every time decedent used the word “said” it was in connection with a noun which had already been mentioned in the will. At no point is “said” used in connection with a noun which is then mentioned for the first time. The conclusion is therefore that decedent used “said” to mean what it ordinarily means, and that he used it correctly.

It is also argued that “said” has no meaning, on the theory that it must refer to an immediate antecedent and the brother and sister named in the will were not named as immediate antecedents but in earlier portions of the will. This argument converts what is merely a guide to construction into a limiting definition. It is true that “said” would be regarded as referring to the most immediate of two or more antecedents to which it [510]*510could equally apply in the absence of any intent that a contrary meaning should be given. This does not establish that if “said” cannot apply to the immediate antecedent it should be ignored as having no meaning.

The case of Hershatter v. Colonial Trust Co., 136 Conn. 588, 73 A. 2d 97 (1950), is cited in support of the proposition that “said” is meaningless. If anything, that case stands for the proposition that “said” will refer to a remote antecedent when such is the logical meaning of the testator.

It is noted that the decedent directed that the trust estate be divided upon the death of the life tenant into two parts, with one part, less $10,000, to go “to all my nephews and nieces in equal shares,” while with respect to the other half, which is now accounted for, the division is to be “among the children of my said brothers and sisters in equal shares.” If “said” is deleted as meaningless, the distribution directed by the second clause becomes the same as the distribution under the first clause. If that had been intended it appears likely that decedent would have stated that the second share, the one now accounted for, should be divided among all his nephews and nieces in equal shares, just as he had done with respect to the first share. Or, he could have said that the second share should go to his “said” nephews and nieces in equal shares.

In interpreting this provision, it must be recognized that there is more involved than the inclusion of the word “said.” The attitude or approach to the problem is different with respect to the two shares. With respect to the first share the decedent is clearly thinking of the recipients in terms of relationship to him as being his nephews and nieces. With respect to the second share he is thinking in terms of the recipients being the children of persons who were related to the decedent as brothers and sisters.

April 2, 1965.

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Bluebook (online)
35 Pa. D. & C.2d 506, 1965 Pa. Dist. & Cnty. Dec. LEXIS 337, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ayres-estate-paorphctphilad-1965.