Hood's Estate

186 A. 740, 323 Pa. 253, 1936 Pa. LEXIS 888
CourtSupreme Court of Pennsylvania
DecidedMay 20, 1936
DocketAppeals, 202, 241, 248 and 249
StatusPublished
Cited by30 cases

This text of 186 A. 740 (Hood's Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hood's Estate, 186 A. 740, 323 Pa. 253, 1936 Pa. LEXIS 888 (Pa. 1936).

Opinion

Opinion by

Mr. Justice Schaffer,

The will of James Hood provides: “I give, bequeath and devise all the rest, residue and remainder of my property and estate, real, personal and mixed, of whatsoever kind and wheresoever situate, to my children, Mary Virginia Gigon, wife of Jules Gigon, Emma S. Baum, wife of George W. Baum, James D. Hood and Frederick R. Hood, in equal shares, and in case any of my said children should be dead at the time of my decease, then the share or shares of such child or children shall vest in their issue in equal shares respectively, per stirpes, and in default of such issue, then in the survivors among my said children or in their issue as the case may be, and Provided and Excepting, that the said share of Mary Virginia Gigon, or of her issue as the case may be, is to be charged with the sum of Six Thousand Dollars ($6,000) with interest thereon at the rate of four per cent (4%) per annum from April 1st, 1900, as the value of property already advanced to her, the said sum to be deducted from the said share and to be then equally divided among all my said children including the said Mary Virignia Gigon or her issue, and in default of such issue then among the survivors in equal shares per stirpes, and the said, shares of my said children and issue to be to them absolutely and in fee simple, excepting that one-half of the said share of the said Mary Virginia Gigon shall be held by my Executors hereinafter named in Trust to pay over the net income thereof to her during her life, so that the same shall not be liable for her or her husband’s debts or engagements and in further trust upon her death to pay over and transfer and assign the principal thereof to her issue and in default thereof to *256 my surviving children and issue in equal shares per stirpes as above provided.”

Of the four children who outlived the testator, James D. Hood alone survives. Emma S. Baum (by her second marriage Cramp) died in 1915, leaving two children surviving, Margery Baum Murdock and Helen Cramp. She appointed her husband, Joseph A. Cramp executor. Frederick R. Hood died in 1921, leaving no issue. His wife, Josephine M. Hood, survives him and is sole beneficiary and executrix of his will. Mary Virginia Gigon died December 18,1931. She left no issue surviving her. She had two children, both of whom survived the decedent. They died in the lifetime of their mother, unmarried, intestate and without issue. She divorced her husband, Jules Gigon, on February 20, 1922. He is still living. She left her entire estate to her brother, James D. Hood, and appointed him executor.

The question is who is entitled to the one-half share which was devised to Mai’y Virginia Gigon for life, the provision of the will being: “upon her death to pay over and transfer and assign the principal thereof to her issue and in default thereof to my surviving children and issue in equal shares per stirpes as above provided.”

The auditing judge made an award of one-third of the share to James D. Hood, one-third to Josephine M. Hood, executrix of Frederick R. Hood, and one-third to Joseph A. Cramp, executor of Emma S. Baum. On exceptions filed, the court in banc changed the distribution and made an award of one-fourth to James D. Hood, executor of Mary Virginia Gigon, and one-fourth to each of the three distributees named by the auditing judge. From this decree Margery Baum Murdock and Helen Cramp, granddaughters of the testator and children of Emma S. Baum (Cramp), and Josephine M. Hood, executrix of Frederick R. Hood, appeal.

In his opinion the auditing judge said that the question presented is one of the most perplexing ones of construction ever coming before him. He turned the solu *257 tion of the problem largely on the words “as above provided” and if they were to be held controlling, the problem would be a difficult one. He thought that these words reverted back to the language in the previous part of the paragraph “in case any of my said children should be dead at the time of my decease, then the share or shares of such child or children shall vest in their issue in equal shares respectively, per stirpes, and in default of such issue, then in the survivors among my said children or in their issue as the case may be,” and held that the gift passed to those of the children of the testator who were living at his death as vested remainders, eliminating, however, Mary Virginia Gigon. As to her, he said: “I eliminate any consideration of the contention that James D. Hood is entitled to the whole of this share as executor and sole beneficiary under the will of his sister, Mary Virginia Gigon. This was not a vested remainder in her. Her one-fourth share given to her in fee, was cut down one-half. As to that half, which is the fund now before me, she was given but a life estate and nothing more. No citation of authority seems necessary in the face of the plain and unequivocal terms of the will.” We are in agreement with this conclusion so far as any interest in Mary Virginia Gigon is concerned for reasons which will hereafter be stated.

The court in banc awarded to her executor a share, saying: “The next question is as to who are entitled by the expression ‘my surviving children and issue.’ If there was nothing more it would seem that the contingency of survivorship to the time of distribution should be implied among the substitute beneficiaries as well as among the original beneficiaries. See Steinmetz’s Est., 194 Pa. 611. But there is added the words ‘as above provided.’ This must mean something; and when we look above for the other reference to surviving children we find it in the general gift of the residuary estate. This is a gift to the children of the testator equally (Mary’s separate use trust being excepted out of her share) and *258 ‘in case any of my said children should be dead at the time of my decease, then the share or shares of such child or children shall vest in their issue in equal shares respectively, per stirpes, and in default of such issue then in the survivors among my said children or in their issue as the case may be.’ The testator here expressly directs that the surviving children are to be determined ‘at the time of my decease’ and this applies by his direction to the persons who are to take at the death of Mary. The children who survived the tesator were four — Mary, Emma, James and Frederick, and the awards should be to them or their personal representatives if they are dead. The auditing judge treated the word ‘survivors’ (which included a life tenant) as ‘others.’ Therefore, excluding Mary, he awarded in three parts to the others. Although Mary was the life tenant, she may nevertheless be one of the remaindermen: Tatham’s Est., 250 Pa. 269; Nass’s Est. [320 Pa. 380].”

It will be seen that the court in banc turned the case entirely on the words “as above provided.” The effect of this conclusion is to pass this share of the testator’s estate to persons who, other than the son James, are not of the blood of the testator and to give nothing to his two grandchildren, Margery Baum Murdock and Helen Cramp. We think no such result could have been contemplated or intended by the testator, and what we are searching for is his intent. The entire paragraph indicates that it was his intent to pass his property to persons of his own blood.

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Cite This Page — Counsel Stack

Bluebook (online)
186 A. 740, 323 Pa. 253, 1936 Pa. LEXIS 888, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoods-estate-pa-1936.