Loving's Estate

55 Pa. D. & C. 454, 1945 Pa. Dist. & Cnty. Dec. LEXIS 215
Pennsylvania Orphans' Court, Philadelphia County·Decided November 30, 1945·No. no. 1096 of 1931·Published

Opinions

Bolger, J.,

Although this case may come within the “pay and divide” class, we are all convinced that the court decisions in that field afford no real assistance in ascertaining this testator’s intention; the authorities on that subject are in hopeless confusion and their conclusions are uniformly based upon the order or form of words, which we find of little value here.

The applicable general rule stated in the adjudication is that “survivorship” or “survivor” is to be construed as meaning the death of the testator and therefore characterizes the estate given as vested. After so stating and citing the supporting cases, the auditing [459] judge points out that the principle is not unbending, and gives several illustrations of exceptions to it as contained in the cases he enumerates, which can be called the “heirs and survivor” cases. The auditing judge then proceeds to find an analogy in the testator’s use of the word “survivor” in the gifts of income to named grandchildren for life (or “to the survivor of them”), and of principal to his sister and his niece (“or the survivor of them”), that since the former refers the gift of income to the date of the death of the life tenant that therefore the same term must be so construed when used in the gift of principal. The auditing judge states:

“I cannot believe in such repeated use of this word that he intended two periods of survivorship. Consistently, he must have meant to give only to living persons and not to the estates of the dead. He intended to refer survivorship to the time of distribution of both principal and income.”

In support thereof, he cites Sternbergh’s Estate, 250 Pa. 167.

In Rickenbach Estate, 348 Pa. 121, the well-known principle is stated that the intention of the testator should be our guiding principle in the solution of this type of case, and that in our search for it, we should give more weight to matters of substance than to those of form. Let us first examine the will and if possible ascertain its meaning without reference to canons of construction: Blair et al. v. Shannon et al., 349 Pa. 550, 555, citing Groninger’s Estate, 268 Pa. 184.

This testator’s testamentary general scheme comprehended five persons, all of whom survived him. He included them all in his will in order of preference: to his wife, he gave a life estate; thereafter, life estates to his two grandchildren, with remainder to his sister and his niece (his sister’s daughter). The only other gift is of a mortgage of $2,500 to John Riddell. It is [460] probable that he did not comprehend the passing of his estate to persons beyond those then living. But there are two most important and arresting facts about his will which constitute substantial considerations in determining his intention. One is negative and the other positive. Negatively, he failed to go beyond grandchildren in his gifts to lineals, but in lieu thereof, he proceeded positively forthwith to give principal to his sister and his niece. Why did he stop with grandchildren? He could readily have included great-grandchildren if he had wanted them to share in his estate. His failure to do so must be regarded as an inferential disinheritance of them. The adjudication, therefore, is subject to exception on the ground that it is a defeat of this implied term of the will.

The gift to the testator’s sister and his niece is expressed. It is true it follows in sequence the life estate to the grandchildren and from that fact it might be argued that the testator intended the gift to vest only in the event that either one or both survived the grandchildren. This argument, however, presupposes that the testator knew that in order for them to take, his sister and her daughter would have to outlive the grandchildren, members of a generation twice removed from the former and once from the latter. The probability of this happening was so remote as to be absurd. In either case, it would have been ridiculous for him to make such a gift; therefore to hold the gift contingent would render the phrase meaningless, a cruel jest to persons to whom he admittedly was greatly attached. We do not think he intended any such result. On the contrary, we firmly believe he intended to make a substantial gift to them. It would be more natural and logical to believe that instead the testator intended his sister and her daughter to share in the estate irrespective of their outliving the grandchildren, which, in legal terminology, would mean that he intended to give them [461] a vested interest, which would result in their estates representing their shares if they did not survive. To hold that they take nothing amounts to expunging from the will not merely a word, hut a whole phrase, with which result we are not in accord. This view is a far better answer to the problem of why the testator did not proceed further in benefiting his lineals, than that contained in the adjudication.

These outstanding factors call into play maxims of construction which are not based upon matters of form, but are all of substance and which serve to support exceptants’ case. We start with the general rule stated in the line of cases of which Carstensen’s Estate, 196 Pa. 325, is a leading one:

“All remainder interests are deemed to be vested as of the date of death of the testator unless there are plain words in the will or the necessary implication can be drawn therefrom that the testator intended otherwise.”

Next- is the presumption upheld in Duffy’s Estate, 313 Pa. 101, that a testator intends to dispose of his entire estate and not die intestate as to any part of it. In Hannach’s Estate, 332 Pa. 145, a construction which gives effect to all parts of the will and rejects no language as surplusage is to be preferred. Intestacy is to be avoided in all possible cases. Duffy’s Estate (supra) also holds that a construction which will satisfy the language used without leading to absurd or inconvenient results is to be preferred, still more so if the opposite construction will defeat the will altogether, and divert the bounty of the testator from those whom he manifestly intended to benefit and give it to persons whom he thought he had already sufficiently provided for. This principle is applicable because the last phrase can be extended to read, “or whom he apparently intended to disinherit”. In Greenawalt’s Estate, 343 Pa. 413, and Calder’s Estate, 343 Pa. 30, that construction is favored which will render [462] every word operative rather than one which makes some words idle and nugatory. In Blair et al. v. Shannon et al. (supra), a testator will not be presumed to have used language not intended to be effective. In Irwin’s Estate, 304 Pa. 200, we can attribute no intention to a testator of writing meaningless words in his will when another construction gives such words intelligent and proper meaning. Finally, the presumption that an heir is not to be disinherited except as the result of expressed words or necessary implication is no greater than the presumption that the testator did not intend to die intestate as to any part of his estate: French’s Estate, 292 Pa. 37. Furthermore, as herein-before stated, the testator’s pointed failure to provide for great-grandchildren must be regarded as a necessary implication of disinheritance of them.

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Loving's Estate, 55 Pa. D. & C. 454, 1945 Pa. Dist. & Cnty. Dec. LEXIS 215 (Pa. Super. Ct. 1945).

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