Dorrance v. Dorrance

238 F. 524, 151 C.C.A. 460, 1916 U.S. App. LEXIS 1371
CourtCourt of Appeals for the Third Circuit
DecidedDecember 14, 1916
DocketNo. 2106
StatusPublished
Cited by6 cases

This text of 238 F. 524 (Dorrance v. Dorrance) is published on Counsel Stack Legal Research, covering Court of Appeals for the Third Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dorrance v. Dorrance, 238 F. 524, 151 C.C.A. 460, 1916 U.S. App. LEXIS 1371 (3d Cir. 1916).

Opinion

McPHERSON, Circuit Judge.

[1] In this action — which was begun in January, 1915, between citizens of different states — the plaintiff contends that the will of Charles Dorrance, Sr., violates the rule against perpetuities and is therefore void. If this be true, much and perhaps all of his property passed under the intestate laws, and the plaintiff (the childless widow of Charles, Jr., a son, who died intestate) has succeeded to an interest in her husband’s share, and is entitled to relief. The will is an elaborate instrument, and shows the hand of a competent and careful lawyer. The controversy turns on the meaning of the trust provisions, and the fact that these have been accépted as valid for almost 25 years,-while it is not controlling,, calls ‘upon us to be cautious in weighing the contention that a fatal mistake has been acted on for nearly a generation. Nothing is in dispute except the construction of the will; the District Court h,eard the case on bill and answer, and rejected the plaintiff’s claim. 227 Fed. 679.

[2-4] Charles Dorrance, Sr., a resident of Luzerne county, Pa., died in January,- 1892, leaving the following children and grandchildren: (1) Annie Reynolds, and her son, Dorrance; (2) Benjamin, and his daughters, Ann and Frances; (3) Ford, and his children, -Susan, S'turges, and Charles; (4) Charles, Jr.; (5) John, and his daughter, Stella. It may perhaps be more satisfactory to examine the will by taking up its relevant paragraphs in succession, and while doing so we must, of course, bear in mind that we are striving to reach the meaning of this particular will, and that in such an effort we are to be guided by the well-known rules — as far as possible, the ordinary meaning of the words must prevail; and doubtful words must be so [526]*526construed that the will may stand, rather than fall. In a word, the will is to be reasonably construed; after its meaning has thus been ascertained, the question whether all or any of its provisions violate the rule against perpetuities will probably appear with sufficient plainness.

[5] We may say at once that an attentive study has satisfied us that the general scheme of the trust provisions is as follows: The testator was aware of the rule against perpetuities and tried to obey it. If he-has failed, the failure is due to inadvertence and not to design; but in our opinion he did not fail, but succeeded in carrying out his purpose. He intended the trusts he created to last as long as the rule would permit, and with that end in view he began by giving a life estate to each of his surviving children (and to one of his grandchildren). Then, as each child should die, he provided for the two possible contingencies that should.then be presented: (1) The child might die without leaving children or remoter descendants; in that event, the share should pass to the testator’s other children, or to their designated representatives, and should swell these other trust estates. (2) The child might die leaving children or remoter descendants; and, in that event, the trust should continue for the benefit of such children or remoter descendants. But, whichever contingency might happen, the respective trusts should last no longer than 21 years after the end of the lives in being at the time of the testator’s own death. He could not know who would enjoy the benefits after his own children should die, and therefore, when he came to describe these possible beneficiaries, he used terms — “children” and “issue” — that would certainly be broad enough to include them all; but these terms were not intended to prolong the trust by indirection, and they did not prolong it beyond the limit he was careful to- set in every instance. The terms referred to were mainly used to describe the persons that were to enjoy his bounty- during the interval between the death of his own children and the arrival of the date when the trust must end.

In the fifth paragraph a farm in Lehman township is devised in trust for the sole and separate use of the testator’s married daughter Annie during her natural life, and upon her death—

“* * * in trust for the use of any child or children then living, and the issue of any deceased child or children (such issue taking always hy representation) upQn the same trusts, until the arrival at majority of the youngest of such children; and upon such arrival, then in trust to convey the same to such children, if there be more than one, as tenants in common, or to such child, if there be but one, as sole tenant.
“And in the event of the death of my said daughter without leaving her surviving any child or the issue of any deceased child, then in trust for my four other children hereinafter named, share and share alike and upon the same trusts as hereinafter set forth as to their respective shares.”

We find nothing objectionable in this paragraph. The trust can-mot continue longer than the life of Annie and 21 years thereafter. She died in 1905, leaving Dorrance as her sole heir, and as he was living in 1892 he must already have attained his majority. -But, if Dorrance had died in his mother’s lifetime leaving “issue” to represent him, the trust would determine when the youngest of such “chil[527]*527dren” should arrive at majority, and (as all Dorrance’s “children” or “issue” would have been living at Annie’s death in 1905) the trust would cease within 21 years after that date. And this is true, whether wé give a broad or a narrow meaning to the word “issue.”

The seventh section has several paragraphs and disposes of the residuary estate. It deals first with the personalty (except a designated part), bequeathing it to a trustee, who is to pay over four-fifths of the net income in equal shares to Annie, Benjamin, Ford, and Charles, Jr., and is to divide the remaining fifth in certain proportions between John and his daughter, Stella. All these shares are to be paid during the natural lives of the six beneficiaries named, and upon the death of any one of the six his or her share of the income is to be pa.id — ■

“* * * to Ms or her child or children then living, and the issue of any deceased child then living (such issue taking by representation), until the arrival at majority of such child, pr if there he more than one the youngest of such children, and upon such arrival then in trust to transfer such shares of such personal estate and investments and of said leases of coal to such children, if there be more than one, share and share alike and as tenants in common, or to such child if there be hut one absolutely and as sole tenant,
“And in case of the death of any or either of my said children or of my said grand-daughter Stella Dorrance, without leaving him or her surviving any child or children or the issue of any deceased child, then in trust for my other children and my said grand-daughter Stella in the same proportions and shares on the same trusts as are herein expressed and declared as to their several shares” (adding a spendthrift clause).

Of the testator’s children, Annie (as already stated) died in 1905, and Charles, Jr., and John died in 1914. All the grandchildren named are still living, and as far as appears no others have been born. Does the foregoing disposition of the personalty offend against the rule? In our opinion it does not. This trust also must determine within 21 years after the end of a life already in being at the time of the testator’s death. To take one example: John is dead, leaving Stella as his only heir.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Pancoast v. Pancoast
107 So. 2d 787 (District Court of Appeal of Florida, 1958)
Bough v. King
167 F. Supp. 191 (Virgin Islands, 1958)
Ellery v. Washington Loan & Trust Co.
113 F.2d 525 (D.C. Circuit, 1940)
In Re Estate of Kelly
225 N.W. 156 (Supreme Court of Minnesota, 1929)
Stubbs v. Abel
236 P. 505 (Oregon Supreme Court, 1925)
Dorrance v. Dorrance
238 F. 924 (Third Circuit, 1917)

Cite This Page — Counsel Stack

Bluebook (online)
238 F. 524, 151 C.C.A. 460, 1916 U.S. App. LEXIS 1371, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dorrance-v-dorrance-ca3-1916.