Reed's Estate

19 A.2d 365, 342 Pa. 54, 1941 Pa. LEXIS 481
CourtSupreme Court of Pennsylvania
DecidedMarch 25, 1941
DocketAppeals, 73, 74 and 94
StatusPublished
Cited by8 cases

This text of 19 A.2d 365 (Reed's Estate) 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
Reed's Estate, 19 A.2d 365, 342 Pa. 54, 1941 Pa. LEXIS 481 (Pa. 1941).

Opinion

Opinion by

Mr. Justice Linn,

The question in numbers 73 and 74 is what testatrix intended by the words “such child” as used in paragraph (6) of the residuary article of her will. She was survived by two sons, Lloyd GL Reed and Charles M. Reed. She gave the residue in trust to pay, out of income, $8,000 per annum “to my son, Lloyd GL Reed” for life, 1 and, if sufficient, to pay $8,000 per annum “to my son, Charles M. Reed” for life, and to divide the rest of the income, if in excess of $16,000, “between my said sons” for life; on the death of Lloyd, to pay his share of the income “to his children” until the youngest reached 21, then to pay that portion of the corpus producing Lloyd’s ineoine “to his said children.” Clauses (5) and (6) then provide:

“(5) From and after the death of my son, Charles M. Reed, I direct.that the income to which he shall be entitled under this, my will, for and during his natural life, to the extent of Two thousand ($2,000.00) dollars shall .be paid ovér by my said trustees equally to my two grándsons Harrison Reed and Carl M. Reed, [sons of Charles M. Reed] for and during the term of their natural lives, and that all of' said income to which the *56 said Charles M. Reed shall be entitled for and during Ms lifetime, in excess of said two thousand dollars, shall be paid over to my grandson Carl M. Reed, for and during his natural life.

■ “(6) And when any such grandchild shall die, then the principal of the fund producing said income to which such deceased grandchild was entitled, when living, shall be paid, assigned and conveyed by my said Trustees to such person or persons as such child by his last will and testament may appoint^ or in the absence of such appointment then to the heir or heirs at law of such child; but in case my said son,’ Charles M. Reed, shall die, leaving no child or grandchild surviving Mm, then and in that case, I direct that the income to which the said Charles M. Reed is entitled during Ms life, shall be paid to my son, Lloyd G. Reed, if he shall survive the said Charles M. Reed, for and during his life, and from and after the death of the said Lloyd G. Reed, the said income shall be paid in equal shares to any child or children which the, said Lloyd G. Reed may leave surviving him in the same manner as . hereinbefore provided and. directed in relation to the share of my estate to which the said Lloyd G. Reed is entitled to, the .income.” .

It will be noted that the words “such child” appear in the fifth line and again in the eighth line of paragraph (6). Appellants contend that by “such child” testatrix meant her son Charles M. Reed, to whom she had referred by name in paragraph (5) and to whom she also refers several times later in .paragraph (6) as “my said son,” or as “said Charles M. Reed.” Appellees contend that she meant one or both of her named grandchildren, sons of Charles M. Reed, a conclusion adopted by the learned court.

When testatrix used the expression “such child,” whose child did she mean, her own, or Charles M. Reed’s?, It is of course time that .the words “child” and “grandchild” have not the same primary meaning and *57 will not be construed as referring: to the same person unless the intention is clear (Horwitz v. Norris, 49 Pa. 213; Harrison’s Estate, 18 Pa. Superior Ct: 588) but these authorities are of no assistance in this case.

After creating the life estates for her sons, Lloyd and Charles, she reached the point, in disposing of her property, where she considered it necessary to provide for her son’s children, and in paragraph (5) she provided for them. He left two children, Harrison and Carl, whom she had described in paragraph (5)', by name, as hér two grandsons, and, it may be noted, she made a larger provision for Carl than for Harrison. Having provided that her son’s life estate should be followed by life estates for his children, she next provided what should be done with her property on the death of a grandson. This she did in paragraph (6) which she began without repeating their names and reférred to them by the descriptive term “any such grandchild,” creating, in each, a power to appoint the share of the principal of which he had received the income; instead Of repeating the phrase “any such grandchild” to describe the donee of the power, she shortened it into “such child” which again is a phrase descriptive of the person to whom she intended to refer. The grandsons mentioned in paragraph (5) were not to receive income until after the death of her son Charles; the power of appointment created in the first part of paragraph (6) could only be executed by “any such grandchild” if the child survived its father, and for that reason, in creating the power, she provided that “in the absence of such appointment,” that is, by any such grandchild, then the property should pass “to the heir or heirs at law of such child,” undoubtedly intending to refer' to either or both grandsons previously named. This interpretation finds further support in the next provision in paragraph (6) which deals with the contingency of the death of “my said son, Charles M. Reed, . . . leaving no child or grandchild surviving him.”

*58 • It is unnecessary to- discuss possible meanings of the word “such” 2 or to consider the suggestion that it was intended to be synonymous with “said,” an incorrect use of the word. We have no doubt whatever that it was used in the sense given in the dictionaries as meaning “of that kind; of the like kind . . that is, such child — a child of the kind immediately referred to— “any such grandchild,” and that the donee of the power was intended to be one of the grandchildren to whom she had given a life estate. She never referred to her son, Charles M. .Reed, as “child” or “such child” or even “such son” anywhere in the residuary article. When she referred to her own children, Lloyd or Charles, she used expressions such as “my son, Lloyd G. Reed,” “my sonocharles M. Reed”; several times she used the expression “said Charles M. Reed.” To refer “such child” in paragraph (6) to Charles M. Reed in paragraph (5), as appellants contend, would in effect change the words “such child” into the words “said son,” because in paragraph (5) she referred not to both her sons but only to one of them, Charles; such a substitution the court may hot make.

At number 94 another question is presented. The testatrix, Harriet W, Reed, died in 1901. .Her son, Charles, died in 1917. Her grandson, Carl, died in 1940, leaving a will executing the power of appointment created in the 6th paragraph of the residuary article. He left a-will in which he created a trust of the residue of his. own property and also of that over which, he had the power, to appoint under his grandmother’s will; “I direct my said trustees to pay, for and during the lifetime of my wife, Lena W. Reed, the income- of said trust estate ... as follows, to wit: Fifty per cent (50%) thereof to my wife, Lena W. Reed; thirty per *59 cent (30%) thereof to my son, Charles M. Reed; and twenty per cent (20%) thereof to my daughter, Virginia Ransom (formerly Virginia Hardwick) ; said payments of income to be made quarterly-annually to each of said beneficiaries.

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Cite This Page — Counsel Stack

Bluebook (online)
19 A.2d 365, 342 Pa. 54, 1941 Pa. LEXIS 481, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reeds-estate-pa-1941.