Johnson Estate

80 Pa. D. & C. 23, 1952 Pa. Dist. & Cnty. Dec. LEXIS 200
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedMarch 31, 1952
Docketno. 1003 of 1930
StatusPublished

This text of 80 Pa. D. & C. 23 (Johnson Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Johnson Estate, 80 Pa. D. & C. 23, 1952 Pa. Dist. & Cnty. Dec. LEXIS 200 (Pa. Super. Ct. 1952).

Opinion

Lefever, J.,

— John L. Johnson died October 10, 1929, and the trust arises under the second item of his will, by which he bequeathed the sum of $23,000 in trust, the income to be paid to his widow, Elizabeth I. Johnson, for life, with remainders as set forth in the statement of proposed distribution and as hereinafter discussed.

The reason for filing the account, as set forth in the statement of proposed distribution, is the death of Elizabeth I. Johnson, life tenant, on July 9, 1951, in consequence of which the trust has terminated by its terms.

By the second item of the will, testator directed the trustee to pay the net income to his wife, Elizabeth, “during her lifetime”. He then provided:

“Upon the decease of my wife I will and direct that the said sum of Twenty-three Thousand Dollars ($23,-.000.) be distributed as follows:

“I give and bequeath unto my sister, Anne Johnson, the sum of Ten Thousand Dollars ($10,000.).

“I give and bequeath unto my sister, Alice L. Johnson, the sum of Ten Thousand Dollars ($10,000.).

[25]*25“In the event that either of my sisters pre-decease me then I direct that the entire sum of $20,000. be paid unto the surviving sister.”

By the third item of his will, testator named his wife as his residuary legatee.

1. Disposition of the Legacies to the Sisters. — Both sisters named as legatees in the second item of the will survived decedent but died within the lifetime of life tenant. Anne died October 19, 1932, and Alice January 17, 1939. Elizabeth, life tenant, died July 9, 1951.

(a) Vested or Contingent. — It is contended that the legacies to the sisters were contingent and that in consequence of their deaths before life tenant their two legacies fail and pass to the residuary legatee.

It is fundamental that the intention of testator, as expressed in his will, is the pole star by which testamentary interpretation is to be guided. An examination of the language of decedent does not support the contention that a conditional or contingent gift to the sisters was intended.

The phrase, “upon the decease of my wife I will and direct that the said sum ... be distributed”, is not the imposition of a condition of survivorship, of the legatees to that date. It is merely the making of a provision for the disposition to be made in view of the fact that by the first paragraph of the second item the trust was to last only for the “lifetime” of the wife.

That no contingency was intended, is further seen from the express provision made by testator in the event that a sister should predecease him. In that event, he expressly provided that the surviving sister should receive the full $20,000. It is manifest that if testator was sufficiently aware of the mortality of his sisters as to provide for their individual deaths [26]*26within his lifetime, he must have recognized the possibility of their deaths within the lifetime of life tenant. The provision of a substitutionary gift in the case of a death within his lifetime, and his silence as to any disposition in the case of the death of the sisters during the lifetime of life tenant, indicate that he did not intend that the death of a sister after his death should affect the legacy which he had bequeathed.

The fact that the widow was made the residuary legatee is not sufficient basis for a conjecture of an intention on the part of testator that the widow should receive the legacies in the event of the death of the sisters during her lifetime. Had testator so intended, he would no doubt have been as explicit as he was in the case of the death of a sister within his lifetime.

The case is, therefore, governed by the principle that a remainder interest given to a named individual in being when the will takes effect is a vested remainder which is not defeated by the death of the remainder-man prior to the termination of the preceding life estate. This rule of construction has particular force where, as here, no provision is made by testator for a gift over upon the death of the remainderman: 2 Hunter’s Pennsylvania Orphans’ Court Commonplace Book, p. 1338, et seq., sec. 6. See particularly Phillips’ Estate, 56 D. & C. 110. Even if the will should be interpreted as not indicating any intention of testator, the case would still be controlled by the presumption in favor of vested remainders: 2 Hunter’s Orphans’ Court Commonplace Book, p. 1328, et seq., sec. 1.

It is, therefore, held that the legacies to testator’s sisters were vested remainders.

It is noted that the widow of decedent by her will purported to bequeath the principal of the $23,000 trust fund. Her attempt to do so is, of course, not a [27]*27construction by decedent of his will, and does not alter the conclusion above reached.

(b) Devolution of Legacies to Testator’s Sisters.— Testator’s sister Anne died October 19, 1932. By the third paragraph of her will, she bequeathed her estate to her sister Alice, who died January 17, 1939, and she, by her will, bequeathed, or purported to bequeath, both $10,000 legacies to William H. Embick and Harry T. Mooney, hereinafter called “claimants”. It is noted that Mooney has died and his claim is now asserted by his widow, who is also his executrix. The wills of both sisters have been duly probated, and certified or exemplified copies thereof have been submitted to the court and are attached hereto and made part of the record.

Claimants contend that, by virtue of devolution under the wills of the two sisters, the sum of $20,000 is now distributable directly to them.

By her will, Anne bequeathed her entire estate to her sister, Alice. The latter, writing her will on March 13, 1933, provided by the thirteenth item:

“Whereas my deceased brother, John L. Johnson, by his .last will and testament gave and bequeathed the sum of Twenty Thousand Dollars ($20,000.00) unto me, provided that his widow and my sister-in-law, ELIZABETH I. JOHNSON, predecease me; now, therefore, I do hereby will, order and direct that in the event that I become entitled to the said sum of Twenty Thousand Dollars ($20,000.00), or any part thereof from the estate of my so deceased brother, John L. Johnson, as directed by his will, then and in that event, I order and direct that the said sum of Twenty Thousand Dollars ($20,000.00) or any part thereof, shall be paid to WILLIAM H. EMBICK, of Philadelphia, and HARRY T. MOONEY, of Burlington, New Jersey, share and share alike, absolutely.”

[28]*28In view of the fact that Alice made this will six months after her sister’s death, it is apparent that she realized that she would receive $20,000, which had originated in testator’s estate. The fact that she erroneously recited that she was to receive the entire $20,000 directly from his estate is not effective to destroy her primary intention that the $20,000 which she was to receive was bequeathed by her to claimants. The bequest to claimants was not conditioned upon the correctness of the recital, and the error in the recital does not invalidate the bequest: Sheldrake’s Estate, 308 Pa. 542. Likewise, the fact that she incorrectly described the method by which she would acquire the $20,000 does not affect the bequest: Graham v. Grugan, 132 Pa. 79; Graham v. Knowles, 140 Pa. 325.

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Related

Sheldrake's Estate
162 A. 823 (Supreme Court of Pennsylvania, 1932)
Graham v. Grugan
19 A. 56 (Supreme Court of Pennsylvania, 1890)
Graham v. Knowles
21 A. 398 (Supreme Court of Pennsylvania, 1891)

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Bluebook (online)
80 Pa. D. & C. 23, 1952 Pa. Dist. & Cnty. Dec. LEXIS 200, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-estate-paorphctphilad-1952.