Simpson's Estate

91 A. 676, 245 Pa. 244, 1914 Pa. LEXIS 868
Supreme Court of Pennsylvania·Decided May 4, 1914·No. Appeals, Nos. 396, 397, 398, 399, 400 and 401·Published·Cited by 11 cases

Opinion

Opinion by

Mr. Justice Brown,

James Simpson, who had been married twice, died October 29, 1886. By his first marriage he had two children — Arthur and Adam — both of whom died, leaving children, before he made his will. By his second marriage he had seven children — two sons arid five daughters — all living at the time of his death. After some minor bequests and devises and a direction as to the use to be made of his residence, the testator provided as follows by the seventh clause of his will: "Inasmuch as I consider that the families of my deceased sons, Arthur and Adam are abundantly and sufficiently provided for now in order in my judgment to make a fair and equal division of my estate (considering the opportunities and advantages which I gave to my said sons Arthur and Adam) I give and bequeath the sum of One hundred dollars (§100.) to the two children of my said son Adam to be equally divided between them share and share alike and make no other gift or bequest to them. And I give and bequeath the sum of One Hundred Dollars (§100) unto the said children of my said deceased son Arthur S. Simpson to be equally divided between them share and share alike and make no other gift or bequest to them.” By the next clause the testator disposed of his entire residuary estate, dividing it into seven equal parts, two-of which he gave absolutely to his two surviving sons, James and Charles. He gave the remaining five parts or shares to trustees for his five daughters, one of whom, Mary B. Castleberry, died June 27,1913, without leaving issue surviving. The following condition annexed to the bequest of the one-seventh of the testator’s residuary estate in trust for her is annexed to the bequest to each of the other four daughters: "And from and immediately after the decease of my said daughter then-in trust to assign transfer pay over divide and [248] distribute all the capital of the said seventh part or share (so given and devised in trust for her for life) to and among the child or children of the said Mary living at her death and the issue of any of her children who may then be deceased their several and respective heirs executors, administrators and assigns in equal parts and shares but so that any issue of such deceased child or children shall only have and take the same share which his her or their deceased parent would have taken if living. And in case of the decease of my said daughter Mary without leaving a child or children or the issue of any deceased child or children her surviving then the estate real and personal given and devised in trust for her for life shall go and I hereby give and devise the same to such person or persons and for such estates and shares therein to whom and as the same would have gone (Under the Intestate Laws of this Commonwealth) had she my said daughter Mary died seized and possessed thereof intestate and unmarried. Provided however that in such case the shares or proportions thereof that would go to any of my daughters herein named shall go to and vest in their trustees herein constituted and appointed upon the same trusts upon which my said daughters’ shares of my estate are herein given and devised.”

At the adjudication of the account of the testamentary trustee of the fund bequeathed for the use of Mary B. Castleberry, the balance in its hands was claimed by those who were of her whole blood, to the exclusion of the children and grandchildren of her deceased half brothers, Arthur and Adam. This claim was based upon the seventh clause of the testator’s will, in. which, after giving $100 to the children of each of his deceased sons, he says he makes no other gift or bequest to them. It is contended that this excludes them from any participation in the fund which was held in trust for the deceased daughter. On the other hand, the children and grandchildren of the two deceased half-brothers of the deceased cestui que trust claim two shares of the fund [249] under the following clause in the bequest for her use and benefit: “In case of the decease of my said daughter Mary without leaving a child or children or the issue of any deceased child or children her surviving then the estate real and personal given and devised in trust for her for life shall go and I hereby give and devise the same to such person or persons and for such estates and shares therein to whom and as the same would have gone (Under the Intestate Laws of this Commonwealth) had she my said daughter Mary died seized and possessed thereof intestate and unmarried.” The court below sustained the claim of the descendants of the two half-brothers, and from its decree, awarding the fund in the hands of the accountant to those who would have been entitled to it under the intestate laws if Mary B. Castle-berry had died seized and possessed thereof, intestate and unmarried, we have this appeal.

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Simpson's Estate, 91 A. 676, 245 Pa. 244, 1914 Pa. LEXIS 868 (Pa. 1914).

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