Written by attorneys · grounded in primary & secondary sources — see below
A method of distributing property among descendants by representation. The property is divided into equal shares equal to the number of surviving children of the designated ancestor plus any deceased children who left surviving descendants. Each surviving child receives one share. The share of each deceased child is subdivided among that child's surviving descendants by the same method, with the process repeating at each generation until the property is fully allocated.
Sources & Authorities· 2 primary sources
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Uniform Acts
Restatements
Dictionaries
How it applies
Common Examples
2
Trust Distribution Among Grandchildren
Grantor died leaving a trust that directed distribution of the remainder to her issue per stirpes. She was survived by one child and by two grandchildren whose parent had predeceased her. The trustee divided the trust property into two equal shares. The surviving child received one share outright. The share that would have gone to the deceased child was divided equally between the two grandchildren.
Will Remainder to Descendants
Testatrix left the residue of her estate in trust for her daughter for life, with the remainder to the daughter's issue per stirpes. The daughter was survived by two children and by one grandchild whose parent had predeceased the daughter. The trustee divided the remainder into three equal shares. Each surviving child received one share. The grandchild received the share that would have passed to the predeceased parent.
Haynes v. First National State Bank of New Jersey87 N.J. 163, 432 A.2d 890 (1981)
Common questions
Frequently Asked
4
How does per stirpes distribution differ from per capita at each generation?+
Per stirpes divides the property into shares at the first generation of descendants that has living members, with each living member taking one share and the share of each deceased member passing by representation to that member's descendants. Per capita at each generation first creates shares only for the nearest generation with living members and then pools and redivides any remaining shares among the next generation.
Supporting sources
Does a direction to distribute per stirpes require the word 'issue' rather than 'children'?+
A direction to distribute per stirpes is internally inconsistent with a gift limited to 'children' because per stirpes contemplates substitution of descendants for deceased children. Courts therefore construe the word 'children' to mean 'issue' when the instrument also directs per stirpes distribution.
Supporting sources
When a deed conveys property to spouses and their issue per stirpes, who holds the present estate?+
The spouses hold the present estate as tenants by the entirety. The reference to issue per stirpes creates only future interests in the children that become possessory when the spouses' estate ends.
Supporting sources
How are shares allocated when a will leaves property to named stepchildren per stirpes and one stepchild predeceases the testator?+
The antilapse statute creates a substitute gift for the predeceased stepchild's surviving descendants. Those descendants take the predeceased stepchild's share per stirpes rather than allowing the share to pass to the surviving named stepchildren.
Supporting sources
, from time to time living, of the Grantor’s said son until the death of the last surviving child of the Grantor’s said son, who shall be living at the time of the Grantor’s death, and upon…
. If my said brother, Eli Fabian, predeceases me, then one half of his share shall be distributed to his daughter, Miriam Fabian, or her issue
per stirpes
, and the other half of his share…
and not per capita, and thereupon the trusts established by this instrument shall cease and determine.” The same deed of trust was the subject of the decision in Dexter v. Treasurer &…
per stirpes
takes over. .. . Mother approves of Mr. Grant Buttermore knowing all details and keeping in this estate. A meeting of Buttermore and John Cotsworth with Stevens was scheduled for December…
Trusts and Estates Decedents EstatesIntestate succession · Share of children and more remote descendantsUBEIntermediate