Lafferty's Estate (No. 1)

167 A. 44, 311 Pa. 455, 1933 Pa. LEXIS 564
CourtSupreme Court of Pennsylvania
DecidedJanuary 3, 1933
Docket1; Appeals, 282 and 283
StatusPublished
Cited by7 cases

This text of 167 A. 44 (Lafferty's Estate (No. 1)) 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
Lafferty's Estate (No. 1), 167 A. 44, 311 Pa. 455, 1933 Pa. LEXIS 564 (Pa. 1933).

Opinion

Opinion by

Mr. Justice Kephart,

Charles Lafferty made his will in 1875 and died in 1885. The distribution of the corpus of his estate, $1,-800,000, causes this controversy. The first four items of the will do not aid in its solution. The remaining items, relating to the questions involved in the dispute^ must be passed on.

Decedent had six children, and his son, Francis, whose share is for immediate consideration, left three children. While we are concerned with the share of Rose Lafferty, child of Francis, afterwards Rose Carr, our decision will apply to all interests. Rose was survived by two children, Edward, and Sarah who married Riley and has since died, leaving a child, Rosemary. Edward, Rose’s son, is now a weak-minded person, and Rosemary Riley is under age, having a guardian duly appointed.

Francis Lafferty by his Avill gave his share in his father’s estate to his three children, Francis J., Charles B., and Rose. His daughter Rose by her will bequeathed one-third of the personal estate absolutely and one-third of the income from the real estate for life, to her husband ; and diAÚded the residue of her share between her two children. The husband of Rose, after her death, married, and at his death gave by his Avill to his second wife, the part Avhich his first wife, Rose, had given to him. This, perhaps, brought on the contest now before the court.

. Charles Lafferty,.by Ms will of 1875, created a residuary estate that was to endure for the life of Ms surviving children and until the youngest grandchild living at the death of his surviving child, reached twenty-one. During this period the income was to be paid to his children *458 with remainders over! The. disposition of this income after the death of certain children has often brought this will before the courts for consideration. In 1901 after Francis Lafferty’s death, Judge Ashman passed on the disputed items of the will in the adjudication of the 14th account. Under Judge Ashman’s decree the income arising through Francis Lafferty’s share was given to the executor and trustee, thus recognizing the validity of the second wife’s claim. When the 15th account came on for adjudication, Judge AshmAn changed his mind and. awarded the income to the guardian of the children, and by so doing decided, that this wife had no share in the estate. On exceptions, the court in banc, in an opinion by Judge Penrose, reversed this order, recognizing the claim of the second Mrs. Carr. This action was affirmed by this court on appeal. See Lafferty’s Est., 209 Pa. 44.

Seven years later, in 1911, Judge Lamorelle of the Orphans’ Court of Phila. County, in passing on a later account, awarded the income to the guardian of the minor children, again cutting out the second wife’s claim. On exception to this decree, Judge Anderson for the court in banc sustained Judge Lamorelle’s conclusion. Judge Penrose was then a member of that court. On appeal to this court, the decree of the Orphans’ Court was reversed. See Lafferty’s Est., 230 Pa. 496, wherein the income was awarded to the executors or trustees, thus reinstating the second wife’s interest.

Three years later, in 1914, an almost identical contest over income arose through the share of Patrick Lafferty, another son of testator. Judge Gest, under another item of the will, awarded the income arising from this share to the wife and children of Patrick. This decree was affirmed by the Superior Court, See Lafferty’s Est., 59 Pa. Superior Ct. 24. Nine years later, in 1924, after the death in 1923 of Charles B. Lafferty, a child of Francis and a brother of Rose Carr, the same question as to income was relitigated with no change in the decree that *459 would affect the status of the second wife. This , conclusion was affirmed by the court in banc.

The last surviving child of testator having died, and the youngest grandchild having reached majority, the distribution of the corpus came before the court below. As above stated, it was decreed that Rose Carr’s interest in Francis’s share, passed under her will to her husband and her children. This of course sustained the claim of her husband’s second wife. The children’s representatives appeal.

Appellants contend, as they did in the court below, that as to corpus, the provisions of the will evidence an intention to appropriate the estate exclusively to the issue of testator, meaning the issue of a child living when the trust estate terminates by its own limitation or duration as fixed in the will. To summarize their positions: the issue can be determined only when the general trust terminates. The effect of such a conclusion is that the limitation over may carry a child’s share to more remote issue than grandchildren of testator. Appellants also contend that as the former litigation concerned income, appellants are not bound by it, nor does it control because appellants have never had their day in court. If they have had, say appellants, the decisions are wrong.

The 5th item of the will creates and defines the general trust. It gives to the executors the residue of the estate to hold until the last surviving child dies, and thereafter until the youngest grandchild living at the decease of the surviving child shall or should arrive at lawful age if living. The executors are directed to collect the income and pay it in annuities, one-sixth of the net income to each child. These annuities could not be assigned or anticipated, nor were they liable for debts, contracts, or engagements, nor to attachment and execution. There is nothing in this item that limits or controls the remainders that may be created thereafter, nor is there any reference or intimation therein that remainder interests are in the issue living when the trust *460 terminates. Nothing therein suggests testator intended to exclude the immediate offspring of his own children, living at the deaths of such children, simply because such grandchildren, or other offspring then living, might die during the continuance of the trust; or, as Chief Justice Paxson says in Wengerd’s Est., 143 Pa. 615, 621, to exclude “by the mere accident of his death the day before the money was distributed.” Item 5 having designated the sums to be paid annually to his children during their lives, the next item, the 6th, contains specific directions as to the disposition of such shares after their death.

. Item 6 provides that should any of testator’s children die (1) without issue then living, or (2) leaving issue then living who die during minority leaving no issue then living, the share of such child goes over to the original residuary trust estate to increase the annuities of other surviving children and the issue of those children that may be deceased. This is the only limitation over in testator’s will and is the limitation referred to in and which permeates other items of the will. We must ascertain what testator meant by it. It is this limitation as referred to in other items that gave rise to the difference of opinion among the Judges and here presents the question: are the gifts contingent until the termination of the trust because the identity of issue cannot until then be ascertained? Vesting would thus be suspended ; ownership left hanging in air. Meanwhile the interim interests in income would become as intricate as a Chinese puzzle.

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Bluebook (online)
167 A. 44, 311 Pa. 455, 1933 Pa. LEXIS 564, Counsel Stack Legal Research, https://law.counselstack.com/opinion/laffertys-estate-no-1-pa-1933.