22 Pa. Super. 74 | Pa. Super. Ct. | 1903
Opinion by
In the case before us, the testator, having in bank a deposit of $2,415.38, by his will .thus disposed of it:
“2.1 give, devise and bequeath to each of my granddaughters, Elsie and Lottie Barrett, the sum of four hundred ($400) dollars, and to my grandson Edward Barrett the sum of three hundred ($300) dollars.
“ 3. I order and direct that the above bequests shall be paid out of the sum of money now standing in my name and on deposit at the Montgomery Insurance, Trust and Safe Deposit Company, of Norristown, Pa.
“ 4. The rest, residue and reminder of said deposit, after the above bequests have been paid, I give, devise and bequeath unto my daughter Sallie, wife of Walter S. Hutchinson.”
Payments by the executor, in the course of administration, reduced the fund to $1,612.81. The testator’s widow, electing to take against the will, received one third of this. The remainder, $1,075.21, was thus distributed to the legatees by the court below: To Elsie Barrett and Lottie Barrett, each $178.06; to Edward Barrett, $132.55; to Sallie Hutchinson, $585.54. This distribution was based on the amount of the deposit at the death of the testator, and was reached by treating the residuary bequest as specific for the difference between the deposit and the sum of the preceding bequests, and abating all the. legacies, proportionately, to meet the claims paid out of the fund.
There is no warrant in law for thus abating the legacies to the grandchildren. Those legacies are specific, in being fixed portions of a specified fund. The legacy to the testator’s daughter is not specific. The rule on this point is clearly stated, and the authorities given, in the American and English Encyclopedia of Law 2d Ed. vol. 18, page 717, et seq: “A bequest of the residue of a specific fund is specific, where the testator estimates the residue in money, his intent being to apportion the
In the case in hand, the testator fixes, specifically, the amounts bequeathed to his grandchildren. But he does not state the amount of the fund, or of the residue given to his daughter. In fact, as to the residue, the conditions were such that not only was an estimate of its amount impossible, but even its existence was uncertain. Excepting the sum of $17.44, the deposit was the entire personal estate of the testator. From the absence of any other provision in the will, the law made it subject to claims that reduced it one third; and it was also subject, in law, to the widow’s right, against the will, to one third of the remainder. On principle, therefore, the bequest of the residue of the fund was not a specific legacy. Furthermore, the law regards the first taker as the primary object of the testator’s bounty, and the will is to be so construed, if possible, as to make the gift to such person effectual: Rewalt v. Ulrich, 23 Pa. 388; McFarland’s Appeal, 37 Pa. 300; Wilson v. McKeehan, 53 Pa. 79; Grim’s Appeal, 89 Pa. 333. In the present case, it is impossible to give the will any other construction. The terms in which the bequests are made show, beyond question, the testator’s purpose to make the residue subject to the preceding bequests. He first gives specific sums to his grandchildren ; he then designates the fund from which these are to be paid; and lastly he bequeaths to his daughter only “ the rest, residue and remainder of said deposit after the above be
As the fund for distribution is insufficient to pay the legacies to the grandchildren, it must be distributed among them pro rata. There being no residue, the daughter, under the terms of the will, receives nothing from the bank deposit.
The decree is reversed, and it is ordered'that distribution be made in accordance with this opinion.
