Rosengarten v. Ashton

77 A. 562, 228 Pa. 389, 1910 Pa. LEXIS 493
Supreme Court of Pennsylvania·Decided May 24, 1910·No. Appeal, No. 56·Published·Cited by 40 cases

Opinion

Opinion by

Mr. Justice Brown,

The testator made no direct or express gift to his grandchildren. He directed that upon the death of the last of his children the trustees who shall have held a moiety of his residuary estate up to that time, for the purposes stated in the second section of the thirteenth clause of his will, shall make distribution of it “equally to and among all my grandchildren and the issue of such as may be dead, such issue to take the share the parent would have taken if living at the time of the death of my last surviv[394] ing child.” ■ Whatever interest a grandchild takes 'in the corpus of the grandfather’s estate passes under this clause, which simply directs distribution. No gift of an interest in the estate to a grandchild is to be found in any other clause of the will, and the gift is implied only from the direction to divide. This must be conceded, and the well-known rule in such a case is that, as the direction to pay or divide constitutes the bequest, the vesting of the interest itself is postponed, and not merely the possession or enjoyment of it. “Where there is no gift but in a direction to pay or transfer or divide among several persons, at a future period, though the future period is annexed to the payment, possession or enjoyment, yet it is also annexed to the devise or bequest itself. For, in this case, the direction to pay or transfer or divide, constitutes the devise or bequest itself; and, therefore, the vesting in interest is postponed, and not merely the vesting in possession or enjoyment:” Smith on Executory Interests, sec. 314. “The ruling principle of a case like this is, that where there is no separate and antecedent gift which is independent of the direction and time for payment, the legacy is contingent; and it'seems to be as well founded in reason, as rules of interpretation usually are. Where a gift is only implied from a direction to pay, it is necessarily inseparable from the direction, and must partake of its quality, insomuch that if the one is future and contingent, so must the other be:” Gibson, C. J., in Moore v. Smith, 9 Watts, 403. “The rule is conceded that where there is bequest in the form of a direction to pay, or pay and divide ‘from and after’ the happening of any event, ‘then the gift being to persons answering a particular description, if a party cannot bring himself within it he is not entitled to take the benefit of the gift:’ ” Man’s Est., 160 Pa. 609. Many more of our own cases might be cited which announce the same-rule. Reference is made to a number of them in Reiff’s Appeal, 124 Pa. 145. But no rule as to vested and contingent remainders is specially called for in construing the will before us, for, as the in[395] tention of the testator most clearly appears, it must be given effect without regard to any rule: Mulliken v. Earnshaw, 209 Pa. 226.

The testator directs what is to be done with what remains of his estate upon the death of his last child. He directs who shall take directly from him, and, while he does not expressly say that they are to be grandchildren then living and the issue of those dead, no other intention is to be gathered from his words, unless we deny them their ordinary meaning, in which sense the law presumes the testator used them. No share is given to the estate of a deceased grandchild. The condition of participation in the distribution is life at the time it is to be made. Living grandchildren and living issue of deceased grandchildren are to be the distributees. They constitute the exclusive class to which the testator declares his estate shall go. The issue of a deceased grandchild shall take “the share the parent would have taken if living” at the time of distribution. Could words more clearly indicate the intention of the testator that a grandchild shall take only if living at the time of the death of his last child? And if a living grandchild will take only at that time, by the express words of the testator, it cannot take before. It surely would be a work of supererogation to dwell longer on the expressed intention of the testator. That intention excludes the appellant from all interest in his estate, for Alice E. Ashton, the grandchild under whom he claims, died during the lifetime of five of her grandfather’s children. It- is unnecessary to refer to other clauses of the will to which counsel for appellees point as indicating the intention of the testator that no one not of his blood shall take any interest in his estate. The third section of the thirteenth clause needs no support as an expression of the testamentary intention that the interest of a grandchild is to be contingent.

There is nothing in the seventeenth clause of the will conflicting with the intention of the testator as expressed in the thirteenth. The executors and trustees are not to [396] purchase a dwelling house and furnish it for a grandchild to become his or her property, but they are to invest out of such grandchild’s contingent share such sum as they may deem proper for a “suitable dwelling house and furniture therefor; ” but such sum, so invested, is to continue a part of the trust estate and is to be distributed as such under the third section of the thirteenth clause of the will.

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Rosengarten v. Ashton, 77 A. 562, 228 Pa. 389, 1910 Pa. LEXIS 493 (Pa. 1910).

77 A. 562 (Rosengarten v. Ashton) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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