Read's Estate

2 Pa. D. & C. 135, 1922 Pa. Dist. & Cnty. Dec. LEXIS 199
CourtPennsylvania Orphans' Court, Philadelphia County
DecidedApril 4, 1922
DocketNo. 490
StatusPublished

This text of 2 Pa. D. & C. 135 (Read's 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
Read's Estate, 2 Pa. D. & C. 135, 1922 Pa. Dist. & Cnty. Dec. LEXIS 199 (Pa. Super. Ct. 1922).

Opinion

Henderson, J.,

The trust in this estate arose under the will of Amelia Read, who died Sept. 19, 1886.

By the residuary clause of her will the testatrix directed as follows:

“And as to the rest, residue and remainder of said interest, income, dividends and profits and as to all of same after the death or marriage of the said Caroline M. Thomson, to pay said interest, income, dividends and profits to my grandchildren George H. Thomson and Amelia Read Thomson for and during their natural lives in equal shares as the same are received, or if either of them be dead without issue the whole of said interest and income to the survivor, into his, her or their own hands, or to his, her or their own order, for his, her or their own sole and separate uses respectively, so that the same shall not be liable for his, her or their contracts, debts or engagements or subject to attachment, execution or other process for the recovery or collec[136]*136tion thereof, so the same shall not be subject to the control of any husband the said Amelia may have or take, or to his contracts or engagements, and in case both of my said grandchildren shall die leaving issue, then to pay, transfer, convey and assign and deliver the one-half of the whole capital or principal of said Estate upon decease of either of said Grandchildren to his or her respective issue, such issue taking only a parent’s share, and in case both of my said grandchildren should die and only one of them leave issue, then if both be dead, to pay, transfer, convey, assign and deliver the whole capital or principal aforesaid to such issue, but in case both of my said grandchildren should die without issue, then to pay, transfer and deliver said principal or capital as follows, viz.:
“To my sister Adaline Thomson if she be living, out of same, the sum of ten thousand dollars.
“To John Meredith Read, son of my late husband, or if he be dead to his children the sum of Twenty thousand Dollars, and to my daughter-in-law Caroline M. Thomson, if she be then living and my Son’s widow, all the rest, residue and remainder of the said principal absolutely, and in the event of the said Caroline M. Thomson being then deceased or married, I direct the said Trustees to pay over the said residue and remainder of my estate to such person or persons as would take the same from, through or under me according to the Intestate law of Pennsylvania.”

The trust has terminated. The grandson, George H. Thomson, never had issue and died April 15, 1920; Amelia Read Thomson Bailey had a child born dead, and died without issue on Dec. 2, 1921; Adaline Thomson died in 1906, and, hence, her contingent gift falls; John Meredith Read is dead, and, hence, the sum of $20,000 will be payable to his children, Harmon Pumpelly Read, Emily Meredith Read Spencer, John Meredith Read and Marie Delphine Meredith Read de Poras; Caroline M. Thomson died in 1894, and, hence, the contingent gift of the residue to her falls; and, therefore, the fund will be distributable under the final residuary clause “to such person or persons as would take the same from, through or under me (the testatrix) according to the intestate law of Pennsylvania.”

Two sets of claimants are before me: (1) The personal representatives of the deceased grandson and granddaughter, who were the heirs of the decedent at the time of her death; and (2) the descendants of the decedent’s sister, who would be her heirs if ascertained as of the death of the last life-tenant.

In construing this clause, we should bear in mind the general rule so well stated by Judge Gest in an opinion filed Peb. 3, 1922-, in Leech’s Estate, 1 D. & C. 352: “It cannot be disputed that, as a general rule of construction, a testator who makes a gift in remainder to heirs or next of kin, or to the persons who would take under the intestate laws, or gives the estate in accordance with the law, or the like, will be understood to intend those persons who would have so taken at the time of his death and not at the time appointed for their taking. This is not a mere arbitrary rule, but is founded upon common sense, for a testator, in making such a provision, is naturally enough contemplating his own death as the period when the objects of his bounty should be ascertained; and, moreover, the persons thus entitled under the intestate laws have a statutory right which should prevail, unless it appears that the testator intended that others should take, and this contrary intention must, as the decisions show, be clear and convincing.”

The collateral heirs of the testatrix contend that this case involves an exception to the general rule, because “a different intent is plainly manifested in (her) will:” McFillin’s Estate, 235 Pa. 175.

[137]*137It is argued that paragraph 4 of the will manifests a clear intent that the heirs shall be ascertained as of the death of the last life-tenant, and that when the “actual intent” is ascertained, it should be followed: English’s Estate, 170 Pa. 1.

In ascertaining the actual intent we must put ourselves in the position of the testatrix and examine the language of her will as she would read it: Shaffer’s Estate, 262 Pa. 15. In doing this, however, we must look for the intent in the words of the will, and not otherwise.

With these principles in mind, I will examine the provisions of this residuary clause.

There is, first, a vested life estate in the two grandchildren, then a contingent gift in remainder to their issue respectively, or to the issue of the survivor if the first one to pass away leaves none; if neither leaves issue, then a contingent gift of $10,000 to her sister, Adaline Thomson, and a contingent gift of $20,000 to John Meredith Read, a son of her late husband; and if he be not alive, the said sum to his children; then the remainder absolutely to her daughter-in-law; Caroline M. Thomson, if she be “then” living; “and in the event of the said Caroline M. Thomson being then deceased or married, I direct the said Trustees to pay over the said residue and remainder of my Estate to such person or persons as would take the same from, through or under me according to the Intestate Law of Pennsylvania.”

With the exception of $20,000 payable to the children of John Meredith Read, this fund passes under the last quoted clause.

It is argued that the persons who take should be ascertained as of the death of the last life-tenant, because (1) this clause follows a series of contingent legacies and is introduced by the word “then” in the preceding clause; (2) the designation of the persons as those who “would” take; and (3) the gift in remainder is implied from a direction to pay and divide.

In weighing this argument we should recall that the intention to substitute the heirs ascertained as of the death of the life-tenant must “be clear and convincing.”

I will consider each argument in order.

(1) Because this clause follows a series of contingent legacies and is introduced by the word “then” in the preceding clause. I will sketch the essential language of this residuary clause in outline:

“And as to the rest ... of said . . . income ... to pay said . . . income ... to my grandchildren George H. and Amelia Read Thomson for . . . their . . . lives, ... or if either ... be dead without issue, the whole of said interest ... to the survivor, . . . and in case both . . . die leaving issue, then to pay . . .

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Bluebook (online)
2 Pa. D. & C. 135, 1922 Pa. Dist. & Cnty. Dec. LEXIS 199, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reads-estate-paorphctphilad-1922.