Anti-Lapse, Applied
Lapse occurs when a
beneficiary does not
survive the
testator and the will
does not have any further instructions for the disposition of the
testamentary gifts made
to that beneficiary.
Anti-lapse is a system used to
distribute this property, but is only applied when the deceased beneficiary
was the testator's:
1. Issue.
2. Sibling.
3. Niece.
4. Nephew.
Failed gifts to any other
person, such as a parent, are not subject to the anti-lapse system.
However, even if the deceased beneficiary is within one of these four
categories, the anti-lapse system is not applied if the failed gift will
otherwise pass to the testator's spouse or
issue.
When anti-lapse is applied, the failed gift is divided among the deceased
beneficiary's issue, on a per
stirpes basis. Any failed gift that cannot be given according to
the anti-lapse system is made a part of the testator's
residuary estate. Note, however, that the application of
Pennsylvania's anti-lapse system is not mandatory and can be controlled by a
will.
See: Gifts, General Distribution;
Gifts, Insufficient Assets
