Pew Trust’s Empirical Analysis
1949
Citation profile
33 state decisions
How this case has been cited
Cited by 33 later decisions — most recently December 1994 · most notably Catherwood Trust (1961), 440 Pa. Super. 195 - Estate of Pew (1994)
33 state decisions
Later decisions citing this case, by decade. The current decade is in progress, and our corpus holds fewer opinions from the most recent years, so the latest bars are undercounted — not a real decline.
Relationships
Relies on Crawford Estate
Most-quoted passages
The sentences later courts lift from this opinion, ranked by how many decisions quote each — the parts of the opinion doing the work. These counts are smaller than the citation total above because most of the 33 citing decisions cite the case generally; a passage count includes only decisions quoting that exact language verbatim.
““By Indenture of inter vivos trust, dated July 16, 1908, Sarah W. Warden, Settlor, transferred and assigned certain assets to Germantown Trust Company (now The Pennsylvania Company for Banking and Trusts), Trustee, reserving to herself the income therefrom for life and providing that upon her death the income should be distributed among her children and issue of deceased children until the happening of certain contingencies (not here relevant), whereupon the trust should terminate and the principal be distributed among her children and issue as more particularly set forth therein. Settlor executed a number of amendments and supplements thereto, the last of which, dated December 22, 1916, provided, inter alia: ‘. . . all allotments of bonds, stock or stock dividends shall be treated and regarded as belonging to the principal of the estate, and not as income.’ Settlor died April 11, 1918. “The trustee has received certain stock dividends and rights. The account before the Court has been filed to ascertain whether the stock dividends and rights are income or principal. . . . “The Uniform Principal and Income Act of May 3, 1945, P. L. 416, 20 PS 3471, provides, inter alia, as follows: ‘Any profit or loss resulting upon any change in form of principal shall enure to or fall upon principal, unless the testator or creator of the trust directs otherwise.’ (Section 3). ‘All dividends on shares of a corporation forming a part of the principal which are payable in shares of. the corpora”
1 later decision quote this exact passagee.g. Warden Trust““These are appeals from a decree of an orphans’ court. The account was by trustees of an inter vivos trust. Exceptions of the life tenants to the adjudication were sustained, while those of the remaindermen and of the trustees were dismissed. These appeals followed.”
1 later decision quote this exact passagee.g. Fownes Trust
How this case has been treated — in progress
Whether each later court followed, distinguished, criticized, or overruled this decision. The treatment classification (task #35) runs highest-cited cases first and lights up here as it reaches this one.