Also known as:stirpes · stirpal · stirp ital · per stirpes
Written by attorneys · grounded in primary & secondary sources — see below
A branch of a family or line of descent. When a governing instrument directs per stirpes distribution, the property is divided into equal shares at the first generation of surviving descendants, with each deceased descendant's share passing to that person's own surviving descendants by repeated subdivision at each succeeding generation.
Sources & Authorities· 2 primary sources
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Uniform Acts
Restatements
Dictionaries
How it applies
Common Examples
2
Trust Division Among Grandchildren
Sasha Stone's will leaves her estate in trust for her children with remainder to her issue per stirpes. One child survives Sasha while another predeceases her leaving two children. The trustee divides the remainder into two equal shares, one going outright to the surviving child and the other divided equally between the two grandchildren of the predeceased child.
Irrevocable Trust Remainder
Simone Sanders creates an irrevocable trust directing income to her daughter for life with remainder to the daughter's issue per stirpes. The daughter dies survived by one child and by two grandchildren of a predeceased child. The trustee allocates one share to the surviving child and divides the second share equally between the two grandchildren.
Haynes v. First National State Bank of New Jersey87 N.J. 163, 432 A.2d 890 (1981)
Common questions
Frequently Asked
5
How does per stirpes distribution divide property when some descendants predecease the distribution date?+
The property is divided into as many equal shares as there are surviving children of the designated ancestor plus deceased children who left surviving descendants. Each surviving child's share passes outright while each deceased child's share is subdivided among that child's surviving descendants at the next generation, repeating until fully allocated.
What happens to a share when a descendant in a per stirpes line leaves no surviving descendants?+
That individual is disregarded and the share is not created or is reallocated among the remaining branches at the same generation.
Does coupling the word children with per stirpes language create an ambiguity?
+
Yes. The representational direction suggests substitution of descendants for deceased children, leading courts to construe children to mean issue so that a deceased child's line receives the share by representation.
How does per stirpes differ from per capita at each generation?+
Per stirpes divides initially at the children of the ancestor while per capita at each generation divides at the nearest generation with living descendants and pools remaining shares for further equal division at each lower generation.
Can an adult adoptee qualify as a child for per stirpes distribution under a trust benefiting descendants?+
It depends on whether the instrument or surrounding circumstances show a different intention. Formal adoption creates a parent-child relationship but facts such as adult adoption, lack of co-residence, and brief employment may indicate the settlor did not intend inclusion of that line.
, 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