Willis Estate

11 Pa. D. & C.2d 166, 1957 Pa. Dist. & Cnty. Dec. LEXIS 156
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedMay 4, 1957
Docketno. 513
StatusPublished

This text of 11 Pa. D. & C.2d 166 (Willis Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Willis Estate, 11 Pa. D. & C.2d 166, 1957 Pa. Dist. & Cnty. Dec. LEXIS 156 (Pa. Super. Ct. 1957).

Opinion

Klein, P. J.,

Mary Willis died on January 8, 1920, leaving a will and codicil by which, inter alia, she provided as follows:

“FOURTEENTH: One-third of what remains of my estate, real, personal or mixed, I give, and bequeath unto my Trustees hereinafter named, IN TRUST, nevertheless, for the use and benefit of my said son, Charles Carmalt Willis, if he survive me, so long as he shall live. Should he, however, fail to survive me, or surviving, afterwards die, leaving his said wife, Edith, me and him surviving, then IN TRUST, for the use and benefit of the said Edith, until her remarriage or death, whichever shall first occur. At the termination of said Trust for the said Charles and for the said Edith, (by the death of the said Charles, if he survive her, or upon her remarriage or death, if she survive him), I desire and direct that the share of my estate so held In Trust shall be paid and distributed to and among such persons and in such manner as my said son, Charles Carmalt Willis shall, by last will and testament or writing in the nature thereof, order and direct. Should my said son, Charles Carmalt Willis, fail to exercise the above power of disposition, then I desire and direct that said Trustees continue to. hold the said third, In Trust, for the further use and [168]*168benefit equally of such of the children of the said Charles, or for the use and benefit, per stirpes, of such of the issue of any deceased child, as shall still survive, such issue to take the income only that said parent child would have taken if still living, (or In Trust for both children and issue, if both survive), but for the further period of twenty-one years after the death of the said' Charles or the re-marriage or death of the said Edith, whichever shall last occur, and for no longer; that this entire Trust shall then end, and that the principal of the said third shall then vest in such then surviving children, then surviving issue or both, in the same proportions as they shall have been receiving the income therefrom immediately prior to such ending.
“To all such distributees who are then of age, distribution of principal, as aforesaid, shall be made at once, but if any be still minors, then the distribution shall follow at the age of twenty-one years.
“Pending this Trust for payment of income, as aforesaid, should the income share of any income taker be released by death without surviving issue, there shall be no lapse, but the share so released shall thereafter become a part of the total income, and be distributable among the survivors as above provided. Should, however, neither the said Charles, nor the said Edith, nor any issue of the said Charles survive me; or, should the said Edith, surviving, re-marry or die his widow, having no issue by the said Charles then surviving, then the distribution of both income and principal hereinafter provided as to the other two-thirds of my residuary estate shall be of, and include the entire three-thirds thereof.
“FIFTEENTH: Another third of said residuary estate, I give, devise and bequeath unto the said Trustees, IN TRUST, nevertheless, for the sole and separate use and benefit of my said daughter, Ella Cora [169]*169Heyl, if she survives me, so long as she shall live. Should she, however, fail to survive me, or surviving, after-wards die, leaving her daughter, Marion W. H. Ohauncey, me and her surviving, then IN TRUST for the sole and separate use and benefit of the said Marion so long as she shall live. At the termination of said Trust for the said Ella and for the said Marion, by the death of the last survivor, I desire and direct that said Trustees continue to hold the said third IN TRUST for the further use and benefit equally of such of the children of the said Marion, or for the use and benefit, per stirpes, of such issue of any deceased child of the said Marion, as shall still survive, such issue to take the share only that the parent child would have taken if still living, (or In Trust for both children and issue if both survive), but for the further period of twenty-one years after the death of the said Ella or the said Marion, whichever shall last occur, and for no longer; that this entire Trust shall then end; and that the principal of the said third, shall then vest in such then surviving children, then surviving issue or both, in the same proportions as they shall have been receiving the income therefrom immediately prior to such ending.
“To all such distributees who are then of age, distribution of principal as aforesaid, shall be made at once, but, if any be still minors, then .the distribution shall follow at the age of twenty-one years.
“Pending this Trust for payment of income, as aforesaid, should the income share of any income taker be released by death without surviving issue, there shall be no lapse, but the share so released shall thereafter become part of the total income, and be distributable among the survivors as above provided. Should, however, neither the said Ella nor the said Marion, nor her issue, survive me, or if surviving, at any time within the twenty-one years after the death [170]*170of the last survivor of the said Ella and Marion, no issue of the said Marion still survive, then the distribution of both income and principal hereinabove and hereinafter provided as to the other two-thirds of my residuary' estate shall be of, and include the entire three-thirds thereof.
“SIXTEENTH: The remaining third of said residuary estate I give, devise and bequeath unto the same Trustees, IN TRUST, nevertheless, for the equal use and benefit of such of my said Adams grand-children, Helen Gilberta Nice (nee Adams), Carmalt Willis Adams and Harry Lawson Adams, as shall survive me, so long as they shall live, issue surviving me of any deceased grand-child, however, to take per stirpes, the income share the respective parent grand-child would have taken had he, she or they survived me. At the termination of said Trust for my said three grandchildren, with the death of the last survivor of them I desire and direct that said Trustees continue to hold the said third IN TRUST for the further use and benefit, per stirpes, of their issue still surviving, for the further period of twenty-one years, and no longer; that this entire Trust shall then end, and that the principal of the said third, shall then vest in such then surviving issue in the same proportions as they shall have been receiving the income therefrom immediately prior to such ending.
“To all such distributees who are then of age, distribution of principal as aforesaid, shall be made at once, but if any be still minors, then the distribution shall follow at the age of twenty-one years.
“Pending this Trust for payment of income, as aforesaid, should the income share of any income taker be released by death, without surviving issue, there shall be no lapse, but the share so released shall thereafter become a part of the total income and be distributable among the survivors as above provided.
[171]

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Bluebook (online)
11 Pa. D. & C.2d 166, 1957 Pa. Dist. & Cnty. Dec. LEXIS 156, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willis-estate-pactcomplphilad-1957.