Estate of Rush

626 A.2d 602, 426 Pa. Super. 119, 1993 Pa. Super. LEXIS 1925
CourtSuperior Court of Pennsylvania
DecidedJune 14, 1993
Docket3845
StatusPublished
Cited by6 cases

This text of 626 A.2d 602 (Estate of Rush) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Rush, 626 A.2d 602, 426 Pa. Super. 119, 1993 Pa. Super. LEXIS 1925 (Pa. Ct. App. 1993).

Opinion

JOHNSON, Judge.

Lockwood Rush, accountant and executor for the estate of his mother, Deborah Norris Rush (Testatrix), appeals from the order providing for final distribution of the Rush Estate. We affirm.

On October 23, 1991, Lockwood Rush filed the First and Final Account of his administration of the Rush Estate, along with a Petition for Adjudication and Statement of Proposed Distribution. The Proposed Distribution would have awarded the residue of the Testatrix’ estate to Lockwood and his sole surviving brother Stockton Rush. Jonathan Rush, only son of the Testatrix’ predeceased son John, filed an Objection to the Proposed Distribution, seeking a one-third distribution of the residuary estate and the payment of his attorney’s fees. Following a hearing, the trial court entered an Adjudication awarding Jonathan one-third of the residuary estate but denying his claim for attorney’s fees. Each party filed exceptions to the Adjudication, which were briefed and argued before the trial court. The trial court then issued its Order and Opinion, upholding its previous distribution scheme and ordering each side to pay its own attorney’s fees. This appeal followed.

Our standard of review in a will contest is limited to determining whether the trial court’s findings of fact are supported by sufficient evidence and whether the trial court committed an error of law or an abuse of discretion. In re Estate of Dex, 408 Pa.Super. 391, 596 A.2d 1143 (1991); In re Estate of Simpson, 407 Pa.Super. 1, 595 A.2d 94, appeal denied, 529 Pa. 622, 600 A.2d 538 (1991).

*122 The issue in dispute in the present case is the interpretation of Article IV B of the Testatrix’ will which awards the residue of her estate. That section states:

IV. Residuary Estate: I give:
B. The balance of the residue of my estate, real and personal, in equal shares to such of my sons as survive me by thirty days; provided that if a son does not so survive me but leaves descendants who survive me, such descendants shall receive, per stirpes, the share that son would have received had he so survived me.

All parties to this litigation agree that the above provision of the Testatrix’ Will is unambiguous and requires no introduction of extrinsic evidence in order for the court to interpret its meaning, as a matter of law. See, e.g., In re Estate of Kelly, 473 Pa. 48, 373 A.2d 744 (1977). The parties disagree, however, on the meaning which should be attributed to Article IV B.

Lockwood contends that the clause creates a class of beneficiaries consisting only of the Testatrix’ sons who could have survived her by thirty days. He maintains that since John Rush, Jonathan’s father, had predeceased the Testatrix at the time of the drafting of the Will, he could not be included as a member of the class of intended beneficiaries under the residuary clause. Lockwood further alleges that the proviso which allows recovery for the descendents of a son who doesn’t survive for thirty days after the Testatrix’ death, only applies to the issue of those sons who were living at the time of the Will’s drafting and could have potentially outlived the Testatrix for thirty days. Lockwood interprets the proviso in Article IV B as merely an articulation of Pennsylvania’s anti-lapse statute, 20 Pa.C.S. § 2514(9).

To support these contentions, Lockwood looks to Article I of the Will which gives all of the Testatrix’ personal property to “such of my sons as survive me by thirty days.” All parties, as well as the trial court, agreed that the Testatrix’ predeceased son John was not a legatee under this provision of the Will. They also concur that the anti-lapse statute, 20 Pa.C.S. § 2514(9), if applied to Article I, would only preserve that *123 portion of the estate for the issue of Lockwood and Stockton, the Testatrix’ two surviving sons. However, the trial court, when considering Lockwood’s argument, concluded that the additional language in Article IV B was indicia of the Testatrix’ intent to produce a different result for the distribution of the residue of her estate, than was intended for Article I. We agree.

When interpreting a will, every word and clause in a will must be given effect if reasonably possible, and the court cannot ignore language of the testatrix, except where the language of the entire will demonstrates that the language in question was inadvertently used and did not express the testatrix’ true intent. Estate of McKenna, 340 Pa.Super. 105, 489 A.2d 862 (1985). A will must be read to give effect to every portion of it, so as not to render any provision nugatory and futile. Estate of Williams by Lorgan v. Williams, 357 Pa.Super. 476, 516 A.2d 359 (1986). To ascertain testamentary intent, the court must focus first and foremost on the precise wording of the will, and resort to canons of construction only if the language is ambiguous or conflicts with the testator’s intent. In re Estate of Wainwright, 417 Pa.Super. 335, 612 A.2d 509 (1992).

The trial court, in giving effect to the provision in Article IV B which provided for a per stirpes recovery by the children of any predeceased son, was clearly in conformance with the precedent in this Commonwealth regarding the interpretation of wills. Here, there was no allegation or suggestion, after an examination of the four corners of the Will, that the language used in Article IV B did not express the true intent of the Testatrix. If the trial court accepted Lockwood’s reasoning that Article I and Article IV B included the same class of beneficiaries, the additional clause in Article IV B would be rendered meaningless.

Lockwood further contends, citing McCarty’s Estate, 138 Pa.Super. 415, 10 A.2d 790 (1940), that since his brother John was deceased at the time of the drafting of the Will, his offspring must, as a matter of law, be excluded from recover *124 ing under the language of the residuary clause. In McCarty’s Estate, this Court addressed whether the children of the testator’s son, who died eighteen years prior to the execution of the will, were legatees under the residuary clause. That clause stated: “all the rest, residue and remainder of my estate I give and bequeath to my children in equal shares absolutely, the child or children of any deceased child to take its parent’s share.” Id. at 416, 10 A.2d at 791. In McCarty’s Estate, this Court held that the class of legatees intended under the residuary clause only included the testator’s children who were living at the time of the drafting of the will.

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Bluebook (online)
626 A.2d 602, 426 Pa. Super. 119, 1993 Pa. Super. LEXIS 1925, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-rush-pasuperct-1993.