Wanamaker's Estate

6 A.2d 852, 335 Pa. 241, 1939 Pa. LEXIS 420
CourtSupreme Court of Pennsylvania
DecidedApril 21, 1939
DocketAppeal, 124
StatusPublished
Cited by27 cases

This text of 6 A.2d 852 (Wanamaker'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
Wanamaker's Estate, 6 A.2d 852, 335 Pa. 241, 1939 Pa. LEXIS 420 (Pa. 1939).

Opinion

Opinion by

Mr. Justice Schaffer,

This appeal by the ancillary administrator c. t. a. of the Estate of John Wanamaker, Jr., challenges the validity of parts of the will of his father, Rodman Wanamaker, on the ground that they violate the rule against perpetuities, in establishing a trust of the capital stock *243 of the corporation, John Wanamaker Philadelphia. The amount involved is large. Eodman Wanamaker was the owner of all of the capital stock of John Wanamaker Philadelphia and in the decree of distribution before us it was awarded to the trustees at a valuation of $36,091,321.

Eodman Wanamaker died March 9, 1928, survived by three children, John Wanamaker, Jr., Fernanda W. Munn and Marie Louise Munn, and five grandchildren, John Eodman Wanamaker and Fernanda Wanamaker, children of John Wanamaker, Jr., Eodman Arturo Heeren, son of Fernanda W. Munn (formerly Heeren) and Gurnee Munn, Jr., and Fernanda Munn, children of Marie Louise Munn. John Wanamaker, Jr., died November 29,1934, a resident of the State of Nevada, where his will is probated. The appellant, Peoples National Bank of Norristown, was appointed ancillary administrator c. t. a. of his estate in this jurisdiction.

Eodman Wanamaker left a will, dated October 6, 1923, and three codicils, together with a supplementary letter, which was probated as part of his will. The documents are quite lengthy. Three trusts were created ; with two of them we are not concerned.

The clause in the will which gives rise to the questions to be determined is the eighth. In the third clause, he set forth that he was the owner of all the shares of the capital stock of John Wanamaker Philadelphia, and directed that they should be held in trust by trustees whom he named for certain uses, not necessary to be detailed, the income to be paid to his three children during their lives, subject to spendthrift provisions. “Eighth. In further Trust, on the part of my said Trustees, to hold said Capital Stock, and all dividends, income or money derived therefrom, subject to the provisions herein previously contained, for the benefit of all the child, or children of all the children of my three (3) children, for and during the term of their natural life, or lives, of such of my said grandchildren, and *244 for the period of twenty-one (21) years after the date of the decease of the last surviving grandchild. In further Trust, at the expiration of the period of twenty-one (21) years, after the date of the decease of the last surviving grandchild, of my children, then said stock, or the proceeds which may be derived therefrom, to be equally divided, share and share alike, into as many parts as there may then be great-grandchildren of mine, surviving, and the descendant of any great grandchild, then surviving, the latter to receive and enjoy, subject to the provisions heretofore stated such share as their parent, or parents, would have enjoyed, had they then not been deceased.” We conclude, as did the learned judge of the court below, that the words “of all the children” following the words “of all the child, or children” are a repetition and that the phrase should read, “for the benefit of all the child, or children, of my three children, for and during the term of their natural life or lives, of such of my said grandchildren, and for the period of twenty-one years after the date of the decease of the last surviving grandchild.”

The court below further pointed out in its adjudication that the words, “In further Trust, at the expiration of the period of twenty-one (21) years, after the date of the decease of the last surviving grandchild, of my children” are obviously only a repetition of the period that the trust is to endure, and that the words in the last quotation “of my children” following “of the last surviving grandchild” create some confusion until the remainder of the eighth item is read, that it is characteristic of the slovenly method of the scrivener to put these two phrases together, that isolated, it might be argued testator meant his great grandchildren (his children’s grandchildren), but, considering all the eighth item and the other pertinent ones, he intended this to mean his grandchildren.

The court then took up the question whether, when testator referred to his grandchildren, he intended to in- *245 elude grandchildren born after his death or only those living at the time of his death, and concluded that no positive indication of this could be gotten from the eighth item, but that when considered with the eighth, ninth, tenth and eleventh items of the second codicil, it was evident that testator had in mind his grandchildren living at the time of his death, and no others, and said, “taking all these parts of the will together this court is convinced that in the provisions for his grandchildren, testator had in mind the grandchildren he knew, whom he mentioned by name in the eighth item of the second codicil, and whom he expected to be living at the time of his death, or grandchildren he could know by their being alive at the time of his death. This interpretation is borne out by the ninth, tenth and eleventh items of the second codicil which show that in his gifts of life interest, testator had in mind persons he knew and whom he expected to be alive at the time of his death. These latter three items support the argument that the time of vesting could be only after the death of the survivor of the beneficiaries of the said ninth and tenth items and the grandchildren of the testator living at his death, because the life benefits of the said ninth and tenth items are imposed on the stock trust by the said eleventh item.” The eighth item of the codicil creates yearly annuities, payable out of the stock trust, of $20,000 for each of his grandchildren, Eodman Arturo Heeren, John Eodman Wanamaker, Fernanda Wanamaker, Gurnee Munn and Fernanda Munn. The beneficiary of the ninth item is Eodman Wanamaker, 2nd, a nephew, who was given an annuity of $20,000 per year, and of the tenth item is Mary Brown Warburton, a sister of decedent, who is given an annuity of $100,000 per year. The eleventh item contains spendthrift trust provisions covering all the annuitants.

The court held the period for distribution of the principal of the trust to be twenty-one years after the death of the last survivor of Mary Brown Warburton, Eodman *246 Wanamaker, 2nd, Fernanda W. Munn, John Wanamaker, Jr., Marie Louise Munn and such grandchildren of testator as may have been living at the time of his death, and that, therefore, the trust does not violate the rule against perpetuities. We are unable to agree with this conclusion so far as the remainders are concerned. We conclude that the confused language used by the testator defers the vesting of the remainder interests until twenty-one years after the date of the death of the last survivor of his grandchildren as a class, irrespective of whether or not the grandchildren were living at his death. The language used does not limit the life estates to grandchildren living at the death of the testator, but to grandchildren generally. We said in Hogg’s Est., 329 Pa. 163, 167, 196 A.

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Bluebook (online)
6 A.2d 852, 335 Pa. 241, 1939 Pa. LEXIS 420, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wanamakers-estate-pa-1939.