Sipe's Estate

30 Pa. Super. 145, 1906 Pa. Super. LEXIS 35
Superior Court of Pennsylvania·Decided March 12, 1906·No. Appeal, No. 20·Published·Cited by 15 cases

Opinion

Opinion by

Rice, P. J.,

The testatrix, a widow, died without issue, leaving to survive her Daniel Boeckel, a brother, seven nephews and nieces, children of Elizabeth Sipe, a deceased sister, five nephews and nieces, children of Louisa Sipe, a deceased sister, and a nephew and niece, children of Michael Boeckel, a deceased brother. She directed by her will the place and manner of her burial, the payment of her debts and funeral expenses, and the payment of $50.00 to the church at which she was to be buried for the care of graves, and then directed her executor to convert all her estate into money as soon as possible either by public or private sale; The will then proceeds, “ and after the same [147] hath, been converted as aforesaid I give, devise and bequeath as follows: To my brother Daniel Boeekel, to the children of Elizabeth my sister intermarried with George Sipe and to the children of my sister Louisa intermarried with John Sipe and to the children of Michael Boeekel share and share alike.” The question is whether the distribution should be made per capita or per stirpes. The auditor reported that it should be made per stirpes and his report was confirmed by the court in a well considered opinion rendered by its learned president.

It is reasonable to presume that the testatrix knew the statutory rule of distribution, but the fact that she made a will is not, of itself, ground for any certain inference that she intended to depart therefrom in all particulars, and to distribute her estate per capita, especially as the directions referred to above and the appointment of- an executor show that she had other adequate motives for making a will. “ Whilst we are not to hesitate to allow him (a testator) to alter the descents provided in the statute, we are not, on the other hand, to presume, from the fact that he made a will, that he meant its construction should be at all possible points inconsistent with the statute: ” Risk’s Appeal, 52 Pa. 269.

Great stress is laid on the words “ share and share alike ” as indicative of an intention that the share of each beneficiary under the will should be equal to the share of ever other beneficiary ; in other words, that the share of each nephew and niece should be equal to the share of the only surviving brother of the testatrix. But this expression would be appropriate if the testatrix had in mind a division among classes; at least it is not conclusive of the question whether the distribution was intended to be per stirpes or per capita. In the case just cited the provision of the will that the proceeds of the sale of testator’s real estate, after deducting $1,200, should “ be equally divided between my beloved children, George and Joseph, and the children of my beloved daughter Catharine ” was interpreted to mean a division per stiipes. The word “equally,” said Chief Justice Woodward, “means that the class shall share equally with George and Joseph. This is the grammatical construction of this adverb, for the names George and Joseph and the class are connected by copulatives that apply all the qualifying terms to them alike.” In a casé where the will di[148] rected the residue of the estate to be divided “ equally, share and share alike, amongst the children of my brother, Adam Minter, deceased, and the children of my brother Martin G. Minter, deceased, and to my sister Barbara Saval,” a distribution per stirpes was sustained notwithstanding the fact that the sister Barbara died before the death of the testator. After quoting the foregoing provision Chief Justice Lowexe said, “ and by thus expressing himself, he seems to make three classes and three equal shares : ” Minter’s Appeal, 40 Pa. 111. So where the testator directed his residuary estate “to be equally divided between the heirs of the said Henrietta ” — a daughter — “ that may be living at the time of said division and the said Harry G. McCartney,” — a grandson- — “ each to share alike,” it was held that the expression “ each to .share alike ” did not weaken the conclusion that the distribution was to be per stirpes. “ There was to be but one division. It was to divide the fund between the heirs of Henrietta of the one part, and Harry of the other part. In this division each class was to share and share alike. Harry was to have one share, and all the heirs of Henrietta the other share. The division was to be ‘ between ’ the two classes : ” Osburn’s Appeal, 104 Pa. 637. Where the testator bequeathed his estate to his “ daughters Harriet and Maria, and the children and heirs of my sons Benjamin and Charles, to be equally divided between them,” and at the date of the testator’s will his two sons were dead, it was held that distribution should be made per stirpes : Ashburner's Estate, 159 Pa. 545. Judge Peneose, whose opinion was adopted by the Supreme Court, said: “ The effect is not altered by the direction to divide ‘ equally between them,’ since these words are no less appropriate to a division among classes than to division among individuals.” In Scott’s Estate, 163 Pa. 165, the words “ each to take share and share alike ” were construed in the connection in which they were used to mean a distribution per capita, but Justiee Felx, who -wrote the opinion, conceded that the expression “ share and share alike,” standing alone, might refer to a division among classes as well as among individuals. We think the same may be said of the same expression as it is used in the will under construction.

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Sipe's Estate, 30 Pa. Super. 145, 1906 Pa. Super. LEXIS 35 (Pa. Ct. App. 1906).

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