McKee v. Lawrence Savings & Trust Co. ( 1916 )

Opinion by

Williams, J.,

John Riley, the owner of the Coal Bank Farm of ,106 acres, the land in dispute, died testate, January 23,1901. His will was dated September 28,1898. He devised his entire estate in trust for his wife Ann during life or widowhood. At the death or marriage of his wife he provided by Item 5 of his will as follows: “I give, devise and bequeath to my nephew-Andrew' Woods.....the Coal Bank Farm containing 106 acres and should he die without issue the same shall lapse to,the residue of my estate and be distributed as provided in this will.” After making other bequests and devises he provided as follows: “All the rest residue and remainder of my estate, real, personal and mixed, of whatever nature and kind, or wheresoever situate at the death of my wife Ann, I do hereby give, devise and bequeath the same to my nieces and nephews.” He then names ten, including Andrew Woods.

Ann Riley survived her husband and died September 26,1912. Andrew Woods survived her, and at her death entered into possession of the land in dispute and continued in such possession until June 1, 1913, when he died testate and the appellants claim under his will. The appellee claims one-tenth of the land under the residuary clause of John Riley’s will.

The question before ns then is: Did Andrew Woods take merely a life estate under his uncle’s will, or was there vested in him an estate in fee simple?

As the intent of the testator is the cardinal rule for the construction of a will so we turn to it for guidance. After the death or marriage of his wife he says, “I give, devise and bequeath to my nephew, Andrew Woods, the Coal Bank Farm.” Without more this would undoubtedly vest an estate in fee in Andrew Woods. Do the. added words “and should he die without issue the same shall lapse to the residue of my estate” change the quality of the estate, he having survived the widow, which was the time fixed by the testator for the distribution of the estate ? It will be noted that Andrew Woods was one of the residuary devisees.

The learned court below concedes that “if the will of John Riley had been made before the Act of July 9, 1897, he would probably have held that Ándrew Woods, having survived Ann Riley, took an absolute estate in fee simple, because he did not die without issue before her who had a life estate.” In this he would be sustained by the authority of Mayer v. Walker, 214 Pa. 410, 444; and Nicholson v. Brown, 238 Pa. 356, 360. The Act of July 9, 1897, P. L. 213, provides as .follows: “In any gift, grant, devise or bequest of real or personal estate the words ‘die without issue,’ or ‘die without leaving issue,’ or ‘have nq issue,’ or any other words which may import either a want or failure of issue of any person in his lifetime, or at the time of his death, or an indefinite failure of his issue, shall be construed to mean a want or failure of issue in the lifetime or at the death of such person, and not indefinite failure of his issue, unless a contrary intention shall appear by the deed, will or other instrument in which such gift, grant,• devise or bequest is made or contained.”

In Dilworth v. Schuylkill Land Imp. Co., 219 Pa. 527, 531, it is said: “The act, therefore, appears to mean that if words are used which in themselves leave it doubtful whether the failure of issue intended is definite or indefinite, they shall mean definite failure of issue, unless something else in the. instrument shows that, they are not so intended.” Where, however, such contrary intention appears from the will, the words shall be construed to mean an indefinite failure of issue, and give a vested absolute estate and the act does not apply to the use of the words: Siegwarth’s Estate, 33 Pa. Superior Ct. 622.

We are of the opinion that the testator intended Andrew Woods to take an estate in fee tail dependent upon his not dying without issue btefore the period of distribution had arrived. He gave the farm to Andrew Woods absolutely and added an executory devise over on condition that he died without issue. The clause provides that “the same shall lapse to the residue of my estate and be distributed as is provided in this will.” He had fixed the period of distribution “at the death or marriage” of his widow and when she died Andrew Woods was alive, and the farm devised to him was not a part of the residuary estate and so could not be distributed “as provided in this will.”

The intention of the testator was to give- an absolute estate, conditioned upon the devisee surviving the widow, or the date of her marriage and his not dying without issue before that time. To make an estate, absolute in inception, defeasible by an artificial canon of construction would be contrary to the intention of the testator.

We are of the opinion that the Act of 1897 is not applicable to the language used by the testator and that the devisee took an estate in fee simple on the death of the testator’s widow in 1912.

The judgment of the court below is reversed and judgment is herewith entered for the defendants below with costs of suit.