Clark's Estate

61 Pa. D. & C. 34, 1947 Pa. Dist. & Cnty. Dec. LEXIS 337
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedNovember 21, 1947
Docketno. 85
StatusPublished

This text of 61 Pa. D. & C. 34 (Clark's 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
Clark's Estate, 61 Pa. D. & C. 34, 1947 Pa. Dist. & Cnty. Dec. LEXIS 337 (Pa. Super. Ct. 1947).

Opinion

Hunter, J.,

This testator made his will in 1878 and the trust which he created [35]*35was to endure as a whole until the death of the survivor of his nine children, and it was inevitable that births and deaths would make many changes in the family. He died in 1885.

Notwithstanding the long term of the trust testator designated his beneficiaries as “children” and the “children” of “children”, which word in its strict sense excludes more remote issue. The auditing judge construed “children” in the sense of issue and admitted great-grandchildren to share in the distribution of principal. Exceptions have been filed by the grandchildren.

The will provides as follows:

“Upon the death or marriage of my wife the whole income of my Estate shall be equally divided among my children during their respective lives, but should any of my children die leaving a child or children then such child or children shall take such portion of the income of my Estate as the parent of such child or children would have taken if living, but should any of my children die leaving no children then the portion of the income of my Estate given to such child shall be equally divided among the survivors of my children and the child or children of those who are dead, the child or children of a deceased child or children to take by right of representation as above provided. . . .

“After the death of all my children, then my Estate shall be equally divided among their living children— per stirpes — that is they shall take by representation of their parents respectively, and not per capita.”

There were two adjudications during the continuance of the trust in favor of the right of great-grandchildren to share in the income. These rulings were based upon the general intent of testator to send the income down in the line of the blood. No exceptions were taken to these adjudications, but as they related only to income during the continuance of the trust, they are not binding in the final distribution of principal.

[36]*36The history of the case shows that testator was survived by all of his nine children. There were also nine grandchildren living at the date of the will, twelve at the date of his death, and six others were born thereafter.

Now at the termination of the trust, nine grandchildren survive who are the children of three deceased children.

Two children of testator left no children but grandchildren, the great-grandchildren of the testator. These were awarded parents’ shares by the auditing judge.

Four children of testator left no issue.

Exceptants would reduce the stirps from five to three, and in two of the three would exclude great-grandchildren from sharing with their uncles and aunts. If the exceptions are sustained, great-grandchildren whose total interest under the adjudication is 52 percent will be disinherited.

In trusts of long duration the disinheritance of lineal descendants may sometimes be avoided by a construction that remainders are vested in deceased parents: Ross v. Drake, 37 Pa. 373, 377; Nass’ Est., 320 Pa. 380. This remainder, however, is contingent. It is given to “living” beneficiaries and the estates of the dead are eliminated. The great-grandchildren are disinherited unless an extended meaning can be given to the word “children”.

The general rule long settled in Pennsylvania is stated in Hallowell v. Phipps, 2 Wharton 376, 379, as follows:

“Under a bequest to children, grandchildren and other remote issue are excluded, unless it be the apparent intention of the testator, disclosed by his will, to provide for the children of a deceased child. But such construction can only arise, from a clear intention or necessary implication; as where there are not other children than grandchildren, or when the term ‘children’, is further explained by a limitation over, in [37]*37default of issue. The word ‘children’ does not ordinarily, and properly speaking, comprehend grandchildren, or issue generally. Their being included in that term, is only permitted in two cases, viz., from necessity, which occurs when the will would remain inoperative, unless the sense of the word, ‘children’ were extended beyond its natural import; and where the testator has clearly shown by other words that he did not intend to use the term ‘children’, in the proper actual meaning, but in a more extensive sense.”

Other cases frequently cited in support of the rule are Hunt’s Estate, 133 Pa. 260; Page’s Estate, 227 Pa. 288; Williamson’s Estate, 82 Pa. Superior Ct. 444; Worstall’s Estate, 125 Pa. Superior Ct. 133.

The well-recognized exceptions, most frequently applied, are where there is a remainder to “children” followed by a gift over in default of “issue” (Albertson’s Estate, 329 Pa. 372), and where the testator makes use of the words “heirs”, “issue” and “children” indiscriminately: Ball v. Weightman et al., 273 Pa. 120; Joyce’s Estate, 273 Pa. 404; Ziegler Estate, 356 Pa. 93. These are regarded as clear indications that testator did not intend to use the word “children” in its actual meaning, but in the more extensive sense of “issue”.

In Campbell’s Estate, 202 Pa. 459, the remainder was to “children” of testator’s daughters, with a gift over should a daughter die without “children”. A daughter died without children but leaving grandchildren. The gift over was construed as an indication of the intent of testator to send shares down in the line of blood per stirpes, and thus include the grandchildren. Judge Penrose in Page’s Estate, 227 Pa. 288, cited supra, distinguished and explained Campbell’s Estate by pointing out that the primary remainder was a vested estate which required the gift over to be construed strictly to prevent a forfeiture.

Campbell’s Estate in its gift over in default of “children” should be compared with Albertson’s Estate, [38]*38supra, and other similar cases where the gift over was in default of “issue”. Campbell’s Estate broadens the effect of a gift over and makes it operate to include grandchildren whether the reference is to “children” or “issue”.

A. L. I. Restatement of the Law of Property, §285, approves the conclusion in Campbell’s Estate in comment (f), in the following words: “The combination of the gift to the children of B and of the gift over upon the failure of the children of B is a factor which tends to establish that the conveyor has used ‘children’ to denote ‘descendants’ since a conveyor is seldom likely to intend the gift over to be effective if the designated parent dies survived by descendants but not survived by children.”

In the instant case there is no gift over in default of “children” insofar as concerns the principal of the trust, but there was such a gift over of income during the pendency of the trust, and the previous adjudications of this court, which awarded the income to grandchildren, were based in large part upon that fact.

The main reliance of the present adjudication is upon Disston Estate, 349 Pa. 129, where the phrase “per stirpes and not per capita”, following a designation of “grandchildren”, conveyed the sense that “grandchildren” was intended to mean “issue”.

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Related

Albertson's Estate
198 A. 152 (Supreme Court of Pennsylvania, 1937)
Ziegler Estate
51 A.2d 608 (Supreme Court of Pennsylvania, 1947)
Hogg's Estate
196 A. 503 (Supreme Court of Pennsylvania, 1937)
Nass's Estate
182 A. 401 (Supreme Court of Pennsylvania, 1935)
Disston Estate
36 A.2d 457 (Supreme Court of Pennsylvania, 1944)
Estate of Sophia Windt
167 A. 467 (Superior Court of Pennsylvania, 1933)
Estate of Isaiah v. Williamson
82 Pa. Super. 444 (Superior Court of Pennsylvania, 1923)
Worstall's Estate
190 A. 162 (Superior Court of Pennsylvania, 1936)
Ross v. Drake
37 Pa. 373 (Supreme Court of Pennsylvania, 1861)
Ashburner's Estate
28 A. 361 (Supreme Court of Pennsylvania, 1894)
Campbell's Estate
51 A. 1099 (Supreme Court of Pennsylvania, 1902)
Page's Estate
76 A. 15 (Supreme Court of Pennsylvania, 1910)
Long's Estate
77 A. 924 (Supreme Court of Pennsylvania, 1910)
Shoch's Estate
114 A. 505 (Supreme Court of Pennsylvania, 1921)
Ball v. Weightman
116 A. 653 (Supreme Court of Pennsylvania, 1922)
Joyce's Estate
117 A. 90 (Supreme Court of Pennsylvania, 1922)
Sipe's Estate
30 Pa. Super. 145 (Superior Court of Pennsylvania, 1906)
Hallowell v. Phipps
2 Whart. 376 (Supreme Court of Pennsylvania, 1837)
Estate of Hunt
19 A. 548 (Lehigh County Orphans' Court, 1890)

Cite This Page — Counsel Stack

Bluebook (online)
61 Pa. D. & C. 34, 1947 Pa. Dist. & Cnty. Dec. LEXIS 337, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clarks-estate-paorphctphilad-1947.