Collins Estate

142 A.2d 178, 393 Pa. 195, 1958 Pa. LEXIS 338
Supreme Court of Pennsylvania·Decided June 3, 1958·No. Appeals, 161 and 162·Published·Cited by 45 cases

Opinion

Opinion by

Mr. Justice Benjamin R. Jones,

These appeals present a single question: where a testatrix provides in her will that “Upon the death of either of my said children leaving descendants . . . her surviving, to pay . . . principal ... to such surviving descendants” are surviving children adopted by testatrix’s daughter “descendants” within the meaning of the will?

On December 6, 1912 testatrix executed her will. 1 The pertinent paragraphs of the will are : 2 “Fourth. All the rest and residue of my property, real and personal, and wheresoever situated, I give, devise and bequeath unto [testatrix’s two sons and a trust company] In Trust . . .

“(1) To divide and pay over all the net income of my residuary estate, equally, share and share alike, to my three children Henry Hill Collins, Jr., Alfred *197 Morris Collins and Edith Conrad ColUns for the terms of their natural lives respectively . . .
“(2) Upon the death of either of my said children leaving descendants him or her surviving, to pay one-third of the principal of my estate, to such surviving descendants, share and share alike, but taking by representation, provided such descendants have then reached the age of twenty-one (21) years; but in case of the minority of any of them, then to accumulate the income of his, her or their proportionate part of said one-third share and to pay the principal together with the accumulations upon reaching the age of twenty-one (21) years; and in case of the death of any such descendants during minority, then to pay over and distribute his, her or their proportionate share of principal to the next-of-kin of the minor or minors so dying, in accordance with the intestate laws of the State of Pennsylvania.
“(3) And in default of descendants surviving my said child so dying as aforesaid, then to hold such one-third part for the benefit, share and share alike, of my surviving child or children, and the descendants of any of my children who may then be dead (such descendants taking their parents share by representation), such accrued shares to be subject in all respects to the estates, proportions, limitations, conditions and restrictions that I have hereinbefore provided with respect to the original shares.
“(4) And upon the death of my last surviving child, without leaving descendants him or her surviving, and in default of the descendants of his or her brothers or sister then living, to pay over the said principal of my residuary estate remaining In Trust to such person or persons and in such estate and estates, as my said last surviving child shall by last will and testament or writing in the nature thereof, limit *198 and appoint; and in default of such appointment to the heirs and next-of-kin of my said last surviving child, in accordance with the Intestate Laws of the State of Pennsylvania.”

On September 25, 1921 testatrix died, her three children being then alive. Alfred M. Collins died in 1951, survived by his wife and one adopted daughter. 3 Henry H. Collins, Jr., died January 1, 1957, survived by his wife and four natural born children. Edith C. Perry— the “last surviving child” — died January 8, 1957, survived by her husband and two adopted children (the present appellants) — Barbara Wadhams, adopted when four years of age, on October 2, 1930 and David C. Perry, adopted when approximately eight years of age, on March 10, 1933.

Because of the termination of the trusts created under testatrix’s will by reason of the life tenants’ deaths a first and final account was filed. At the audit of this account the Orphans’ Court of Montgomery County, over appellants’ objections, awarded the entire principal of the estate to the four children of Henry H. Collins, Jr., deceased, ruling that Edith C. Perry’s adopted children were not her “descendants” under testatrix’s will,

Appellants do not base their claim upon the terms of any statute nor upon any contention that the will contains a gift to children, as such, of the life tenants. On the contrary, they claim that by testatrix’s use of the word “descendants” in her will she intended to include therein persons to whom property descends under *199 the laws of Pennsylvania and that, as adopted children, they are within that class.

The determination of this controversy depends upon an interpretation and construction of the fourth paragraph of this will: an evaluation of testatrix’s intent as and to the extent such intent may be evident from the language and terms of the instrument. 4 The keyword is “descendants”; by the employment of this legal and technical word what class of takers did testatrix describe? In this connection it is important to note that this will — obviously a carefully drafted document —refers to five classes of possible takers of testatrix’s property: children, grandchildren, descendants (mentioned eight times), next of kin, and heirs and next of kin, the latter two classes to be determined by the intestate laws of Pennsylvania. From the class of “descendants” testatrix’s children are excluded both by her description of the events upon which “descendants” were to take and the share which they were to take: the reference in the third paragraph to certain named “grandchildren” did not operate to exclude them as “descendants” yet the terms of the fourth paragraph indicate that “grandchildren”, while includable in the class of “descendants”, would not necessarily represent the totality of membership in such class. The fact that testatrix directed how “next of kin” and “heirs and next of kin” were to be determined — that is, “in accordance with the intestate laws of the State of Pennsylvania” — may have deep significance, as we *200 shall point out, infra, in determining what. decedent meant by “descendants”.

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Collins Estate, 142 A.2d 178, 393 Pa. 195, 1958 Pa. LEXIS 338 (Pa. 1958).

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