Morton Estate

50 Pa. D. & C.2d 8, 1970 Pa. Dist. & Cnty. Dec. LEXIS 195
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedApril 10, 1970
Docketno. 315
StatusPublished

This text of 50 Pa. D. & C.2d 8 (Morton Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morton Estate, 50 Pa. D. & C.2d 8, 1970 Pa. Dist. & Cnty. Dec. LEXIS 195 (Pa. Super. Ct. 1970).

Opinion

ADJUDICATION

BOLGER, J.,

Thomas G. Morton died May 20, 1903, leaving a will by which he be[9]*9queathed his residuary estate to his trustees, in trust, to pay two-thirds of the net income to his wife, Ann Morton, for life and one-third to his daughter, Bertha St. C. M. Gittings, for her life. Upon the death of Bertha, the trustees were directed to pay her share of income equally to her children for their respective lives and upon the death of each to pay the principal from which the one so dying had been receiving income to his or her issue per stirpes. Testator further directed that upon the death of his wife, her share of income be paid equally to his daughters, Helen K. Morton and Isabella M. Jenks, for their lives. Upon their respective deaths, it was directed that the income be paid to the children of each for their respective fives with remainder over to their issue per stirpes as in the one-third portion of residue set aside for Bertha St. C. M. Gittings.

Testator was survived by his aforementioned wife and daughters as well as by two sons, Thomas S. K. Morton and Arthur V. Morton.

Testator’s widow, Ann K. Morton, died March 30, 1907, leaving a will wherein she appointed her two sons executors.

Helen K. Morton died June 26, 1927, without issue, leaving a will wherein she appointed Arthur V. Morton executor.

Bertha St. C. M. Gittings died October 8, 1943, survived by five children; viz., Thomas M. Gittings, Samuel E. Gittings, Isabel S. Gittings, Clair G. Brady and James S. Gittings. With the exception of James S. Gittings, who was bom November 20, 1905, all of Bertha’s children who survived her were bom prior to testator’s death and survive. James S. Gittings, whose death on August 5, 1968, is the reason for the fifing of this account, was survived by one son, James St. C. Gittings, who attained majority on August 15, 1969.

[10]*10Isabella M. Jenks died July 30, 1955, survived by three children, viz., Thomas S. Jenks, Morton Jenks and Ann W. J. Lyne. With the exception of Ann W. J. Lyne who died July 13, 1959, without issue, the children of Isabella M. Jenks survive. As in the case of James S. Gittings, Thomas S. Jenks and Morton Jenks were bom after the death of testator.

By decree dated April 24, 1969, Austin M. Lee, Esq., was appointed guardian ad litem for existing minors and trustee ad litem for all the unborn descendants of Isabella M. Jenks and Bertha St. C. M. Gittings and for all other unascertained interests. For reasons which are made more apparent hereinafter, that appointment was modified by decree dated January 12, 1970, to limit the representation of the guardian and trustee ad litem to the minor unknown and unascertained interests in the lines of descendants of testator through Isabella M. Jenks only.

This case presents a difficult question concerning the rule against perpetuities. At the original audit of this account, counsel for the accountant, on the basis of information then available, believed and so informed the court that James S. Gittings had been born prior to the death of testator. On that assumption, the court was requested to award the share of principal from which he had been receiving income to his son, James St. C. Gittings. No party in interest then objected to the proposed distribution. The conclusion that James St. C. Gittings was entitled to distribution was prompted by Harrah Estate, 364 Pa. 451 (1950). In that case, testator left a portion of his estate in trust to pay the income to his son for his life and upon his death to his son’s children (subject to his widow’s life estate in one-third) during the life of each. Testator directed that upon the death of a grandchild, that grandchild’s share of principal be paid to his intestate heirs. Testator was survived by his son and [11]*11four children of his son. No other children were born to his son after testator’s death. On appeal from the determination of the lower court that the gifts in remainder violated the rule against perpetuities because testator’s son could have had children born after testator’s death who, in turn, could have had children bom more than 21 years after the last of testator’s grandchildren who were born in testator’s lifetime, the Supreme Court held that the gift in remainder to the heirs of the hypothetical afterborn grandchild could be separated from the remainders of the heirs of each grandchild who was living when testator died. The court thus upheld the validity of the remainders to the heirs of testator’s grandchildren who were bom in his lifetime. The doctrine thus enunciated is called “vertical separability.” Following Harrah, counsel for the accountant argued that even though Bertha St. C. M. Gittings could have had children born after the death of testator who, in turn, could have had children born more than 21 years after the death of her children who had been bom in testator’s lifetime, such event had not, in fact, occurred and the line of the hypothetical afterborn child could be separated vertically from the valid interests. The guardian and trustee ad litem concurred in this position.

As heretofore stated, James S. Gittings was born November 20, 1905, more than two years after testator’s death. This fact, however, did not come to light until after the original audit. The court was advised of this misapprehension with respect to the facts and the audit was continued.

At the time of his original appointment, one of the wards of the guardian ad litem was James St. C. Git-tings; he is no longer a minor, having attained majority, as heretofore stated, on August 15, 1969. The guardian and trustee ad litem, by the terms of his original appointment, represented the minor and un[12]*12ascertained interests in both the Isabella M. Jenks and Bertha St. C. M. Gittings lines. However, because James St. C. Gittings is no longer a minor and all of Bertha’s children except James S. Gittings, father of James St. C. Gittings, were bom before testator’s death by reason of which fact the remainders over upon their respective deaths to their issue may be saved by Harrah Estate, the wards of the guardian and trustee ad litem were limited to those within the Isabella M. Jenks line, since the two surviving sons of Isabella were bom after testator’s death. In other words, had the terms of the original appointment continued, the guardian and trustee ad litem may have had to represent conflicting interests, since it is possible that by the invalidation of the remainder interest of James St. C. Gittings the issue of Isabella, being in the same position as James St. C. Gittings, would have established in this case a principle of law contrary to their interests while the issue of Bertha, with the exception of James St. C. Gittings, would realize some gain by possible participation in some way in the portion of principal passing to testator’s intestate heirs as a result of the invalidation of James St. C. Gittings’ remainder interest. We need not now decide whether the remainder to Bertha’s issue not in the James S. Gittings line are valid because the preceding and continuing life estates do not violate the rule: Quigley’s Estate, 329 Pa. 281 (1938). We note, however, that Harrah Estate is not on all fours factually and may not save such remainders; i. e., Harrah separated out remainders to hypothetical lines but not actual lines. But we further note that the case law as illustrated in the doctrines of horizontal and vertical separability precludes the invalidity of a remainder in one line from “infecting” the remainder in lines which, when considered alone, cannot violate the rule.

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Related

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180 A.2d 590 (Supreme Court of Pennsylvania, 1962)
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Harrah Estate
72 A.2d 587 (Supreme Court of Pennsylvania, 1950)
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198 A. 85 (Supreme Court of Pennsylvania, 1938)

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Bluebook (online)
50 Pa. D. & C.2d 8, 1970 Pa. Dist. & Cnty. Dec. LEXIS 195, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morton-estate-pactcomplphilad-1970.