Blackwood Estate

2 Pa. D. & C.3d 80, 1977 Pa. Dist. & Cnty. Dec. LEXIS 394
CourtPennsylvania Court of Common Pleas, Lawrence County
DecidedFebruary 28, 1977
Docketno. 52 of 1976
StatusPublished

This text of 2 Pa. D. & C.3d 80 (Blackwood Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Lawrence County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blackwood Estate, 2 Pa. D. & C.3d 80, 1977 Pa. Dist. & Cnty. Dec. LEXIS 394 (Pa. Super. Ct. 1977).

Opinion

REED,J.

(of the 36th Judicial District, Specially Presiding),

This is a declaratory judgment proceeding to interpret certain provisions of decedent’s will. The relief prayed for may properly be granted under the provisions of the Uniform Declaratory Judgment Act of June 18, 1923, P.L. 840, 12 P.S. §831 et seq. Under section 4 of the act, 12 P.S. §834, it is provided that “any person interested . . . may have a declaration of rights or legal relations in respect thereto . . . (c) To determine any question arising in the administration of the estate of [sic] trust, including questions of construction of wills and other writings.”

A trustee ad litem has been appointed and notice given to the Attorney General.

The questions for determination are certain ambiguities in the will of decedent and are stated in the brief of petitioner, the testamentary trustee, thus:

“1. Should aid in educational expenses of paragraph seven beneficiaries be limited to (1) college, (2) college and graduate studies taken continu[82]*82ously after college, (3) other reasonably limited time or (4) until their respective deaths?
“2. Should there be obtained by the Committee of Selection a promissory note or other document or security from recipients of loans to paragraph eight beneficiaries or is that discretionary in the Committee but if obtained, to what extent should it be enforced?
“3. Should the financial status and resources of recipients of paragraph eight grants be investigated, and to what extent or is this discretionary in the Committee?
“4. To what extent has the Committee discretion as to preferring descendants of Decedent and his predeceased wife and those intending to devote their lives to Christian service and if not discretionary, does that language mean ‘limited to’?
“5. Whether the President of Petitioner now fulfills the terms of the Will as a member of the Selection Committee; if not, the New Castle branch manager of Petitioner and if neither of them do, does the language of the Will permit the appointment of some other suitable person?
“6. Is there in law a limit as to time of preference being given to relatives of Decedent and his wife beyond which it should not apply?”

Decedent-testator, James M. Blackwood, aged 76 years, died June 25, 1953, having first made his last will and testament, dated July 8, 1949, and of record in the Register of Wills Office of Lawrence County. ... In said will, he devised and beqiieathed his entire estate to Lawrence Savings & Trust Company, New Castle, Pa., in trust for various uses and purposes. We are here concerned with paragraphs 7 and 8 of the will, which read in this manner:

[83]*83“7. The said Trustee is directed to pay one-half of the expenses of John Ray Nelson; David Wood Jones; Thomas John Rashella; Roy Magee; Gerald Magee; while attending college or other suitable educational institution. Trustee is further directed to pay three-fourths of the expenses of Sally Helen Nelson; Mariam Louise Jones (Miriam); Ruth Ellen Jones; Martha Edith Rashella (R. Lillisch); Ruth Evelyn Magee; Edilji Eleanor Magee; Edna Magee; Caroline Magee; Bonnie Magee and Nancy Magee while attending college or other suitable educational institution.
“8. I direct that the rest, residue and remainder of my estate shall be kept in a separate fund by my said Trustee, in trust for the following uses and purposes.
“I direct that said residue shall be loaned or invested by the Trustee and the income and profit arising therefrom shall be used for the education of needy and deserving young men and young women who have no estate, under the following terms and conditions, to-wit:
“(a) The said young men and young women shall be consistent members of a Protestant Evangelical Christian Church, and be active in the Sabbath School and other Christian activities of such church.
“(b) No young man shall receive more than one-half of the cost of his educational expenses while attending a college or other suitable educational institution.
“(c) No young woman shall receive more than three-fourths of the cost of her educational expenses while attending a college or other suitable educational institution.
“(d) None of the income or profits shall be used [84]*84for the education of any young man or young woman except while she or he is attending some college or other suitable éducational institution in which biblical instruction shall constitute part of the curriculum of such college or educational institution; provided, however, that this provision shall not apply to an educational institution in which such young man or young woman is taking a technical course, preparatory to his or her entering some profession or special calling in life.
“(e) No college or other educational institution shall be approved by the committee hereinafter mentioned in sub-paragraph F and G as a place in which such young men and young women shall receive such education, except Protestant Evangelical Christian Colleges and Schools.
“(f ) The young men and young wbmeri who are to receive the benefits arising under paragraph eight of this will shall be determined and decided upon by a committee, consisting of-the President of the Lawrence Savings & Trust Co. and the judges of the Court of Common Pleas of Lawrence County, Pennsylvania, whose duty it shall be to determine what college and other suitable educational institutions the beneficiaries under paragraph eight of this will shall attend and make such rules and regulations for the administration of the income and profit arising from the fund to be used for educational purposes as the said committee shall from time to time deem advisable. Said rules and regulations shall be consistent with the provisions of this will.
“By the use of the words ‘President of the Lawrence Savings & Trust Co. and the judges of the Court of Common Pleas of Lawrence County, Pennsylvania’ as used in sub-paragraph F, is [85]*85meant such President of Lawrence Savings 8c Trust Co. and judges of the Court of Common Pleas of Lawrence County, Pennsylvania, as may be qualified and acting at the time when application for assistance is made.
“In selecting the beneficiaries under this educational program, preference is to be given to descendants of the families of my wife and of myself. Following that preference shall be given to persons who intend to devote their life to Christian service as Ministers, Missionaries or Teachers in missions or mission schools.
“(g) The said committee shall endeavor to have the students benefited under this provision of my will, return and pay back to the Trustee, such money or monies as may have been advanced for their education; provided, however, that said committee shall not demand, require or receive security for the return of said money, but shall do such things as they deem advisable to induce and persuade such students to return the money advanced in their behalf when the financial circumstances of such students shall enable them so to do.”

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Bluebook (online)
2 Pa. D. & C.3d 80, 1977 Pa. Dist. & Cnty. Dec. LEXIS 394, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blackwood-estate-pactcompllawren-1977.