Drennen Estate

62 Pa. D. & C. 575, 1948 Pa. Dist. & Cnty. Dec. LEXIS 199
CourtPennsylvania Orphans' Court, Delaware County
DecidedMarch 5, 1948
Docketno. 44
StatusPublished

This text of 62 Pa. D. & C. 575 (Drennen Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Delaware County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Drennen Estate, 62 Pa. D. & C. 575, 1948 Pa. Dist. & Cnty. Dec. LEXIS 199 (Pa. Super. Ct. 1948).

Opinion

van Roden, P. J.,

— Decedent died January 21, 1909, survived by his widow but by no issue. By his duly probated will he devised and bequeathed his entire residuary estate in trust for the benefit of his wife for life, and then disposed of the remainder in the following language:

“and after the death of my beloved wife, I give, devise and bequeath the sum of Five thousand dollars ($5000.) of said residuum to the Board of Ministerial Relief of the United Presbyterian Church of the United States absolutely, and the balance or remainder of said residuum after payment of said legacy of Five Thousand dollars, I give, and bequeath in the following shares to the following persons hereinbefore named: The lawful issue of any legatee who shall have died before the termination of my wife’s life estate to take the share said legatee would have taken had he or she survived my said wife, to wit:

To Sarah J. Craighead two eighths thereof,

To Emeline Donaldson two eighths thereof,

To Charles S. Darling one eighth thereof,

To Sarah J. Elwood one eighth thereof,

To Dr. Henry Newton Spear one eighth thereof,

To Emma Drennen Miller one eighth thereof.”

Decedent’s widow, hereinafter referred to as the life tenant, died January 1, 1947, which event terminated the trust and matured the fund for distribution. The life tenant was predeceased by all the specifically named remaindermen. The variety of factual situations existing with respect to the issue of the respective deceased remaindermen has created several problems of considerable difficulty concerning distribution, [577]*577and the accountants have requested the court for a construction of decedent’s will in connection therewith.

Inasmuch as the accountants were uncertain as to whether they had ascertained all persons having either vested or contingent interests in the remainder, the court appointed John E. Graham, Esq., as auditor to ascertain the identity of all parties entitled to participate in the distribution, and the amounts of their respective distributive shares. The auditor exhibited commendable diligence and thoroughness in the performance of his duties, and as a result of his careful investigation the identities of eight hitherto unknown parties in interest were ascertained. The report of the auditor shows exhaustive and careful legal research and keen analysis of the legal problems involved, and his recommendations as to distribution are approved by the court except as herein modified.

Due to the great variety of factual situations and the complexity of certain of the legal issues involved, it will help to simplify the approach to these problems if we consider separately the devolution of the share specifically bequeathed and devised to each of the six named remaindermen.

1. Emma Drennen Miller, testator’s niece, who was given one eighth of the remainder, survived testator, but died in 194Q, thereby predeceasing the life tenant. She was survived by three children, Paul S. Miller, Arthur Patterson Miller, and Harold Fulton Miller. The last named son subsequently died in 1943, likewise predeceasing the life tenant, survived by two children, Douglass Fulton Miller and Patricia D. Miller. Thus, at the date of death of the life tenant, the named legatee, Emma Drennen Miller, was not alive, but was survived by two children, and by two grandchildren who are the children of her deceased son. Since testator specifically provided in his will that “the lawful issue of any legatee who shall have died before the termination of my wife’s life estate to take the share said [578]*578legatee would have taken had he or she survived my said wife”, the only problem here concerned is whether “issue” shall be construed to mean only the two children of the named legatee who were alive at the death of the life tenant or shall also include the children of the deceased child of the said legatee.

The problem in this case is not whether testator intended “issue” to denote a word of limitation rather than one of purchase, since it seems fairly obvious from the context of the will that testator intended to create a substitutionary gift for the first taker’s issue. Hence, it constitutes a word of purchase: Lippincott Estate, 349 Pa. 538 (1944). The question is whether “issue” was intended by testator to mean simply “children”.

In Lockhart’s Estate, 306 Pa. 364, 402 (1932), the Supreme Court rejected the argument that testator used the word “issue” to mean simply children and no descendants in remoter degree, and it was there held that “issue” means generally descendants ad infinitum. Similarly in Ashhurst’s Estate, 133 Pa. Superior Ct. 526, 529 (1938), it was held that “issue” in a will means prima facie “heirs of the body” or lineal descendants irrespective of their being the same generation. (Cf. Riegler Estate, 356 Pa. 93 (1947), where conversely it was held that the word “children” was intended by testator to mean “issue”.)

The court therefore holds that in the instant case testator intended that his substitutionary gifts to the issue of any specifically named remaindermen who predeceased the life tenant should be distributed per stirpes among such of the said legatees’ descendants who survived the life tenant. Accordingly, the children of a deceased child of a named legatee will be included per stirpes in the award of the share to which such legatee would have been entitled had he or she survived the life tenant.

2. Emeline Donaldson, testator’s sister, who was given two eighths of the remainder, survived testator, [579]*579but died in 1920, thereby predeceasing the life tenant. She was survived by four children: Mrs. Hannah Dickson, Mrs. Frances Emma Aiken, Thomas L. Donaldson, and John Donaldson. Thereafter, in 1925, the said Thomas L. Donaldson died leaving four children; John T. Donaldson, Thomas E. Donaldson, Mrs. R. A. Ullery, and Mrs. J. C. Fishwick, all of whom survived the life tenant. In 1932 John Donaldson died, leaving two children: Dr. John Donaldson, Jr., and Rodgers Donaldson, both of whom survived the life tenant.

The legal situation involved here is exactly the same as the one hereinbefore discussed. Accordingly, for the reasons set forth, the children of the two deceased children of the named remainderman will be included per stirpes in the award of the share to which such legatee would have been entitled had she survived the life tenant.

3. Charles S. Darling, testator’s nephew, who was given one eighth of the remainder, survived testator, but died in 1937, thereby predeceasing the life tenant. At the time of his death he left three children: James Darling, John S. Darling, and Annabelle Darling Gabriel, all of whom survived the life tenant. Said legatee was survived also by four grandchildren, being the children of his son, Eugene Darling, who predeceased him in 1924. All four grandchildren, to wit, Charles William Darling, Paul Howard Darling, Robert Wayne Darling, and Hugh Burton Darling, survived the life tenant.

This situation differs from that of the two previously considered only in that the death of one of the children of the named legatee ocurred prior to the death of such legatee as well as prior to that of the life tenant. The court does not believe that this distinction creates any legal difference in result. Having reached the conclusion that testator intended the substitutionary gift to benefit all lineal descendants of a named legatee in the event of the death of such legatee prior to that of the

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Bluebook (online)
62 Pa. D. & C. 575, 1948 Pa. Dist. & Cnty. Dec. LEXIS 199, Counsel Stack Legal Research, https://law.counselstack.com/opinion/drennen-estate-paorphctdelawa-1948.