Loder's Estate
Opinion of the Court
The facts appear from the following excerpts from the adjudication of
auditing judge. — This trust arose under the third item of the will of decedent, who died on January 19,1908, wherein he directed that the balance of the net income of his estate should be divided as follows and paid semi-annually: To a sister, Zenobia B. Loder, 35 percent; to another sister, Agnes Ianthe Park, 35 percent; to a sister-in-law, Lillie Rose (later Frost), 15 percent; and to Miss Anna S. Focht, 15 percent. It was further directed that in the event of the death of any one of the beneficiaries their portion should be equally divided “between” the remaining
Anna S. Foeht died on January 27, 1908. Zenobia B. Loder died on March 15, 1915. Lillie Rose (Frost) died on February 11, 1936, and Agnes Ianthe Park died recently on August 21, 1946. The trust is therefore now terminated.
Agnes Ianthe Park is survived by nine children, namely: Luther Augustine Park, Katherine Park Ott, Ivan Clinton Park, James Loder Park, Laura Josephine Park, Eugene Melanethon Park, John Alexander Park, Florence Elizabeth Park MeAnulty and Percival Newton Park, all of whom are living and of age. Camilla Dennis (named in the will as Mary Camitta Dennis) is survived by three children, namely: Camilla Elizabeth Dennis, Dorothy Dennis Dunn and Edward Parker Dennis, all of whom are living and of age.
The gift in remainder is in this form: “. . . to be divided equally between her (Agnes Ianthe Park) children and the children of my sister Mary Camitta Dennis.” The question propounded is whether the distribution shall be per capita among all the children, each receiving one twelfth, or per stirpes, the children of Agnes each receiving one eighteenth and the children of Camilla each receiving three eighteenths.
Other facts concerning testator and the circumstances surrounding him at the time he made his will and the time of his death are made the subject of a stipulation signed by all counsel. At the time of his
The oral arguments of counsel,, and a reading of their excellent briefs which are annexed hereto, indicate the fundamental principle to be that when there is a gift to the children of A and of B, or to the children of A and to the children of B, a per capita distribution is intended. Also, where all distributees stand in the same relationship to testator, they take per capita by analogy to the intestate laws: Scott’s Estate, 163 Pa. 165. However, this presumption will yield to a very faint glimpse of a contrary intention. In Moore Estate, 157 Pa. Superior Ct. 296, it was held that the use of the word “between” was sufficient to indicate such a contrary intention, and a per stirpes distribution was ordered to two classes composed of testatrix’s nephews and nieces and those of her husband. This is the strongest case against a per capita distribution here, but I
Other cases cited are not precisely in point. In Ghriskey’s Estate, 248 Pa. 90, the gift was to be divided equally “between my husband and our children”. The husband survived, and there were three children. The court ordered a per stirpes distribution, one half to the husband and one half to the children. I do not regard this case as being applicable here, because there the husband was a single member of a class and a distinct person just as though he had been named specifically. In Lenhart’s Estate, 344 Pa. 358, testator clearly indicated his knowledge of the correct usage of the word “between”.
Testator displays throughout his will a clear preference and interest in the children of his sister Agnes, whereas the Dennis children are referred to only in the gift of principal in remainder. Mary Camilla Dennis, the mother of the Dennis children, was not given anything either of principal or income, whereas Agnes was named as a life tenant and her children were to receive her share of income in the event of her death before the other life tenants “to help raise and educate them”. Furthermore, the ages of the children of Agnes
The adjudication contains a thorough and convincing discussion of the question involved in these exceptions. In addition to the cases therein cited, we refer to Bayard’s Estate, 340 Pa. 488. We agree with the conclusion of the auditing judge for the reasons which he gives, and dismiss the exceptions. The adjudication is confirmed absolutely.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.