Walker Estate

101 A.2d 652, 376 Pa. 16, 1954 Pa. LEXIS 406
CourtSupreme Court of Pennsylvania
DecidedJanuary 4, 1954
DocketAppeals, 152, 153, 154, 155 and 157
StatusPublished
Cited by38 cases

This text of 101 A.2d 652 (Walker 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
Walker Estate, 101 A.2d 652, 376 Pa. 16, 1954 Pa. LEXIS 406 (Pa. 1954).

Opinion

Opinión by

Mr. Justice Allen M. Stearns,

These appeals require a construction of the will of John Walker, deceased, with particular reference to a phrase in the tenth item. That item makes provision for testator’s son, Henry. The phrase reads: “if he survives my wife and me”. Upon the audit of the trustees’ account the auditing judge ruled that the phrase had reference only to the son’s life estate and all other dispositions in the item were effective, even though the son did not survive testator’s widow, the son’s stepmother. The court in banc overruled the auditing judge and decided that the phrase made the bequest to the son conditioned upon his surviving testator’s widow, and since the son did not so survive, an intestacy resulted as,to this share. The executor and trustee, under the son’s will and certain of the son’s appointees under his power of appointment have appealed.

In construing a will it is the court’s first duty to examine the will and, if possible, ascertain its meaning without reference to canons of construction: Mulliken v. Earnshaw, 209 Pa. 226, 58 A. 286; Groninger’s Estate, 268 Pa. 184, 187, 110 A. 465; Weir’s Estate, 307 Pa. 461, 467, 161 A. 730.

*19 It is apparent that this will and its codicil were professionally drawn. The provisions in the first seven items of the will and those in the codicil are not involved in this construction. By the eighth item the residue of testator’s estate was placed in trust to pay his widow, Susan C. Walker, the entire net income for her life: “And upon the further trust, upon my death, to divide the whole of the said trust property (subject, however, to the life estate hereinbefore given to my wife) into the same number of equal shares as the number of my children who survive me or who are dead, leaving issue surviving me, and to set aside or allocate one equal share for each of my said children. My Trustees, however, may hold, and manage the said property as a whole and merely set aside an undivided portion thereof for my children until there is an actual allotment or distribution of the corpus of my estate, as hereinafter set forth.” (Emphasis supplied)

By item nine an equal one fourth share is bequeathed to testator’s daughter, Margaret, “upon the death of [his] wife, provided Margaret is then living (Italics supplied)

By the tenth item provision is made for his son, Henry, in the following language: “And upon the further trust, with respect to the share set apart for my son, Henry P. Walker, if he survives my wife and me, to continue to hold the said share for and during the term of his life, with the powers and authority hereinbefore given, and to pay the net income therefrom to my son, Henry, in quarter-yearly installments, for and during his lifetime; and upon the death of my son, Henry, if he should leave a child or children, or more remote issue, surviving him, my Trustees shall pay over and distribute the said share so set apart for my son, Henry, to and among the child or children, or *20 more remote issue, of my son, Henry; the issue of any deceased child of my son, Henry, to take the share that Ms or her parent would have taken. ... If my son, Henry, should die without leaving a child or children, or more remote issue, surviving him, then I direct my Trustees to pay over and distribute Henry’s share to and among such of my lineal descendants and/or such educational and/or charitable institutions as my son, Henry, may by his last will and testament, direct, limit and appoint, and I hereby authorize and empower him so to do; and if Henry should die without leaving a child or. children, or more remote issue, surviving him. and without exercising the power of appointment herein given him, then my Trustees shall add the said sham so set apart for my son, Henry, unto the share’s of my other children and the issue of deceased children, in, the same manner as if the said share had been originally a part of the shares set aside for my said other children and issue of deceased chil-. dren.” (Emphasis supplied)

By the eleventh item, one of the equal one fourth shams was bequeathed, to the trustees for the life of a grandson, John Walker, a child of testator’s predeceased son, Hay Walker. The remaining equal one fourth share was bequeathed to the trustees for the lives of his grandsons, Daniel H. Wallace and Frank Ward Severance, children of testator’s predeceased daughter, Florence Walker Severance (formerly Florence Walker Wallace).

In.this item provision is made for the substitution of children of the daughter, Margaret, should she “not survive my. wife or .[testator]”. This is a qualification of item nine, which made a conditional, gift, to the daughter.

It was further provided that upon the .decease of each, grandchild-, as above, such share or. shares should *21 pass to Ms respective cMld or cMldren who reach twenty-one years of age. In default of such children then such grandchild of testator could appoint by will to testator’s lineal descendants or charitable institutions and upon failure to so appoint then such share or shares should be paid to testator’s other children or issue.

Item twelve made all bequests subject to spendthrift provisions; item thirteen authorized distribution in Mnd and made directions concerning disposition of stock dividends; item fourteen declared that the provision for his widow should be in lieu of dower.

By item fifteen testator directed that the corpus of the share set aside for the children of the daughter, Florence Walker Severance, should have deducted therefrom |25,000, being testator’s estimated value of the gift of a home which he had deeded to her. It is stated that testator made this provision “. . . in order to adjust the division of my estate among my cMldren, ...” (Italics supplied) The remaining items, sixteen, seventeen and eighteen, need not be recited as they are not involved in this construction.

The single issue is whether or not the share of the son, Henry, is conditioned upon his surviving testator’s widow.

In expounding a will it is not what testator meant, but the meaning of his words: Rosengarten Estate, 349 Pa. 32, 36 A. 2d 310; Myers Estate, 351 Pa. 472, 41 A. 2d 570. The words of the tenth clause are: “And upon the further trust, with respect to the share set apart for my son, Henry P. Walker, if he survives my wife and me, to continue to hold the said share for and during the term of his life, with the powers and authority hereinbefore given, and to pay the net income therefrom to my son, Henry, in quarter-yearly installments, for and during his lifetime; . . Then followed dis *22 positions, after Henry’s death, to Henry’s children and issue, and upon failuré of such issue, Henry was given the power to appoint. But under the facts of this case it is highly significant that this clause, relating to-INCOME, is set off from the rest of the sentence by a semicolon. Following the semicolon was a distinct break in thought.

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Cite This Page — Counsel Stack

Bluebook (online)
101 A.2d 652, 376 Pa. 16, 1954 Pa. LEXIS 406, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walker-estate-pa-1954.