205 P.2d 1141 | Mont. | 1949
Lead Opinion
Phoebe Benolken, a widow, died testate, leaving surviving her seven heirs at law. Five children, all adults, and two grandchildren, both minors, constitute her heirs. The grandchildren, appellants herein, are the issue of a predeceased son of testatrix.
The will of testatrix was admitted to probate — the estate was settled and decree of distribution was entered.
The decree distributes one dollar to each of the grandchildren and the rest, residue and remainder of the estate, consisting of both real and .personal property situate in Park County, Montana, in equal shares, to the three surviving children of testatrix mentioned and provided for in the third clause of her will. This is an appeal by the two grandchildren from such decree.
Had there been no will the estate would have been distributed pursuant to the provisions of subdivision 1 of section 7073, Rev. Codes of Montana of 1935, which reads:
“If the decedent leaves no surviving husband or wife, but leaves issue, the whole estate goes to such issue; and if such issue consists of more than one child living, or one child living, and the*427 lawful issue of one or more deceased children, then the estate goes in equal shares to the children living, or to the child living, and the issue of the deceased child or children by right of representation. ’ ’
Appellants contend they are entitled to inherit under section 7073, supra, in spite of the will, claiming that they come within the provisions of section 7009, R. C. M. 1935, which provides: “When any testator omits to provide in his will for any of his children, or for the issue of any deceased child, unless it appears that such omission was intentional, such child or the issue of such child, must have the same share in the estate of the testator as if he had died intestate, and succeeds thereto as provided in the preceding section.”
Clearly section 7009, supra, can have no application unless it appears from the will that testatrix unintentionally omitted to provide in her will for appellants.
The sole question is: Did testatrix unintentionally omit to provide in her will for her two appellant grandchildren ?
The material portions of the will upon the point in issue are the second, third and fourth clauses thereof which read:
. “Second. I hereby give and bequeath unto each of my heirs-at-law not elsewhere herein mentioned or provided for, the sum of One Dollar ($1.00).
‘ ‘ Third. I hereby give, bequeath and devise unto my children, Yiola Johnson, Phoebe Montier and James Benolken, all the rest, residue and remainder of my property and estate, both real and personal, or to such of my said children as shall survive me, they to share equally therein, share and share alike.
“Fourth. I intentionally omit any bequest or devise to my sons, Leo Benolken and George Benolken. ’ ’
The foregoing provisions of the will are concise, clear and distinct and evidence that the scrivener who drafted them has used accurate legal phraseology which manifests familiarity with legal terms in common use and with the statutes and principles • applicable to testamentary dispositions in this jurisdiction.
Had there been no will her estate would have gone to her seven heirs at law, namely: to her five living children and to the issue of her deceased son, being the appellant grandchildren.
In the fourth clause of her will the testatrix mentioned her sons Leo and George, but “intentionally” gave them nothing. This was her right for any person who has the capacity to make a will has the right to disinherit any or all of his children. In re Carroll’s Estate, 59 Mont. 403, 410, 196 Pac. 996.
The law is as stated in In Re Eatley’s Will, 82 N. J. Eq. 591, 89 A. 776, 779, wherein the court said: “It may .be harsh and severe, it may be extremely cruel under some circumstances, to disinherit one child and to bestow the whole estate upon another, but if the testator be of disposing mind and memory, and duly execute such will in the forms prescribed by law, no court can .interfere.”1
.In the third clause of her will the testatrix mentioned and provided for her daughters, Viola and Phoebe, and for her son, James.
Having thus mentioned in the third and fourth clauses of her will her five living children, the testatrix thereby excluded each and all of her surviving children from taking or participating in any bequest provided for in the second clause of her will. Thereby was such clause rendered applicable only to her two heirs at law not elsewhere mentioned in her will being the two appellant grandchildren, Mary Lois Benolken and John Francis Benolken, Jr., they being the issue of Francis Benolken, the deceased son of testatrix.
It thus clearly appears from the will that at the time of its execution the testatrix distinctly had in mind each of her seven heirs at law, two of whom she mentioned in the fourth clause,, three of whom she mentioned and provided for in the third clause
It follows that since the appellants are the only “heirs-at-law not elsewhere * * * mentioned and provided for” in the will that they alone are designated and that they alone may have distributed to them and take the gifts and bequests provided for by testatrix in the second clause of the will. Such clause applies solely to the appellants. Therein is expressed the will of their grandmother as to the extent they may share or participate in her estate. Therein testatrix made such gift and bequest to appellants as she intended they should take. Any other construction would render the provisions of the second clause meaningless and would entirely defeat the expressed intention of testatrix that appellants should each receive the amount therein specified and bequeathed and no other part or share of her estate. ‘ ‘ The words of a will are to receive an interpretation which will give to every expression some effect, rather than one which will render any of the expressions inoperative.” Section 7024, E. C. M. 1935.
There is no omission to provide for appellants. Each is expressly provided for in the second clause of the will. The provision is that unto each is given and bequeathed the sum of one dollar.
“Heirs,” “heirs-at-law,” and “legal heirs” are in a legal sense the same. In re Fahnestock’s Estate, 384 iLL. 26, 50 N. E. (2d) 733, 736; Starrett v. Botsford, 64 R. I. 1, 9 A. (2d) 871; In re Bowen’s Estate, 139 Pa. Super. 523, 12 A. (2d) 507. These are technical words with a fixed legal meaning, Lydick v. Tate, 380 Ill. 616, 44 N. E. (2d) 583, 592, 145 A. L. R. 1216; Leeper v. Leeper, 347 Mo. 442, 147 S. W. (2d) 660, 133 A. L. R. 586; Little v. Ireland, D. C., 30 F. Supp. 653, and, when used in a will “are to be taken in their technical sense, unless the context clearly indicates a contrary intention.” Section 7026, E. C. M. 1935.
In Bottomly v. Meagher County, 114 Mont. 220, 229, 133 Pac. (2d) 770, 775, this court said: “However the word ‘heirs’ is a
The words “my heirs-at-law” as used by Phoebe Benolken in the second clause of her will are words of donation, section 7034, R. C. M. 1935, expressing a gift, — a gratuitous transfer of property from one to another. United Brotherhood of Carpenters and Joiners v. Rogers, 165 Old. 131, 25 Pac. (2d) 57; Chouteau v. City of St. Louis, 331 Mo. 1206, 56 S. W. (2d) 1050. The law does not require that testatrix give anything to any of her children or grandchildren. She had the right to give any of them as little or as much as she pleased and she was also privileged to disinherit any or all of them. In re Carroll’s Estate, supra. Neither does the law require that testatrix, in her will, designate appellants or any other of her heirs at law by name. This is but one of three approved modes available for describing beneficiaries in a will. 3 Page on Wills, sec. 1006, p. 109.
Had the children, Yiola, Phoebe or James, mentioned and provided for in the third clause, predeceased testatrix and left surviving issue, the latter, as heirs at law of testatrix not elsewhere mentioned or provided for in the will, would have taken under the second clause of the will and not under sections 7073 and 7009, R. C. M., supra.
It is axiomatic that no one is an heir at law to the living. In re Munger, Sup., 22 N. Y. S. (2d) 187, 192; Moore v. Segars, 192 Ga. 190, 14 S. E. (2d) 752; Whitley v. Arenson, 219 N. C. 121, 12 S. E. (2d) 906; In re Bartlett’s Will, Sur., 76 N Y. S. (2d) 247, 254; Templeman v. McFerrin, Tex. Civ. App. 1908, 113 S. W. 333; Gerard v. Beecher, 80 Conn. 363, 68 A. 438, 15 L. R. A., N. S., 900; Westcott v. Meeker, 144 Iowa 311, 122 N. W. 964, 29 L. R. A., N. S., 947.
A living person has only “heirs apparent” or “heirs presumptive.” It is only when death removed testatrix from the scene of action that her heirs at law could be determined under the Code provisions on succession in force at the time of her
Thus did Phoebe Benolken, in her will, made two years before her demise, provide for the issue of her deceased son, Francis, and for the issue of any other child or children who should predecease her. The “grandchildren clause” of the will is the second clause. Because she therein provided for all her grandchildren, who, at her death, should be determined to be her heirs at law, she did not again provide for them in the third clause nor did she further mention or describe them in the fourth clause.
It is well settled that a gift to the “heirs-at-law” of a person determines the persons who are to take, the Code provisions on succession being, in effect, read into the will. Tyler v. City Bank Farmers Trust Co., 314 Mass. 528, 50 N. E. (2d) 778, 780, and authorities there cited. Meily v. Meily, 147 Pa. Super. 140, 24 A. (2d) 25, 28; Hogate v. Hogate, 132 N. J. Eq. 480, 28 A.
The common law rule as to the rights of children or of the issue of a deceased child for whom the testator omits to provide has been altered or abrogated in most states by statute. Such statutes ordinarily may be grouped in one or the other of two general classes, namely: (1) the so-called “Massachusetts type” statute, or (2) the so-called “Missouri type” statute. See annotations in 152 A. L. R. 723-741, and in particular subdivision “IV. Reference to ‘heirs',” pp. 732-737. Also see 65 A. L. R. 472-488.
Section 7009, Rev. Codes of Montana of 1935, is identical with and adopted from section 1307 of the California Civil Code, approved March 21, 1872, the Montana statute having been enacted as section 1752 of the Civil Code of 1895. The statute is of the “Massachusetts type” and in our opinion has received proper judicial construction in the eases of: In re Estate of Hassel, 168 Cal. 287, 142 Pac. 838, decided in 1914; In re Estate of Lindsay, 176 Cal. 238, 168 Pac. 113, decided in 1917; In re Estate of Minear, 180 Cal. 239, 180 Pac. 535, decided in 1919 ; and In re Estate of Trickett, 197 Cal. 20, 239 Pac. 406, a leading case decided in 1925.
In 1931 section 1307 of the California Civil Code was amended and became section 90 of the California Probate Code. The new section 90 added the words “from the will” after the word “appears” so as to provide “unless it appears from the will that, such omission was intentional.” In re Price’s Estate, 56 Cal. App. (2d) 335, 132 Pac. (2d) 485, 486, was decided in 1942 under the new statute, sec. 90 of the Cal. Probate Code. The will" there construed made "no gift or bequest to “heirs,” “heirs-at-law” or “next of kin” nor do such technical words of donation appear therein. Compare sections 7033 and 7034, R. C. M. 1935. Instead of giving the sum of one dollar unto each of her heirs at law not otherwise mentioned, as did Mrs. Benolken, the testatrix, Mrs. Price, gave such sum to such persons as “shall * * * contest” her will, which instrument provides for the two surviving
‘ ‘ The will of Mrs. Price contained these two clauses which are all that is material to the controversy: ‘I give, devise and bequeath to my two sons, Arthur Benjamin Price and Walter William Price, all of my property, real, personal and mixed and wheresoever situate, to be divided between them at my death, share and share alike.
“ ‘I purposely refrain from leaving anything by this my last will and testament to any other person or persons, and in the event that any other person or persons shall either directly or indirectly contest this my last will and testament I give to any such person or persons contesting said will the sum of $1 and no more, hereby declaring that I have only at this date two surviving children, to wit: my said two sons above named. ’ * * *
“The grandchildren are not mentioned and nothing is .contained therein which would indicate that the testatrix had them in mind when the will was executed. The language excluding ‘any other person or persons’ is the same as that found in the Hargadine case which we have just referred to [Hargadine v. Pulte, 27 Mo. 423]. The clause as a whole is the ordinary ‘no contest’ clause which is designed to prevent a contest of a will which frequently brings to life the private life and conduct of the decedent. That this is what the testatrix had in mind when she referred to ‘any other person or persons’ is made clear by the language following where she gave to ‘such person or persons contesting said will’ the sum of one dollar. Now it is settled law that a pretermitted heir seeking his interest under this section of the code is not a contestant and does not contest the will. His rights vest absolutely upon the death of the testator and, so far as his particular interest is concerned, there is no will. ’ ’
In the instant case the testatrix Benolken accurately and intelligently used the commonly accepted technical words of donation “my heirs-at-law not elsewhere herein mentioned or pro
Appellants place much reliance on the old case of Boman v. Boman, 9 Cir., 49 F. 329, 330, decided in 1892, which construes sections 1325 and 1326 of the Code of Washington, being statutes of the “Missouri type” and not of the “Massachusetts type” to which latter class the Montana and California statutes belong. In his opinion in the Boman case, supra, District Judge Hawley wrote: “How should section 1325 be construed? This provision is identical with the statutes of Missouri and of Oregon, and we must therefore look to the decisions of these states to ascertain its proper judicial construction. ’ ’
By the same token counsel as well as the members this court may well look to the decisions of California construing the statute of that state identical with section 7009, R. C. M., rather than fall into error and be misled by decisions of other courts construing not only different statutes but interpreting statutes of a wholly different type.
The California courts in the Estate of Lindsay, supra, and again in the more recent case of In re Allmaras’ Estate, 24 Cal. App. (2d) 457, 75 Pac. (2d) 557, 559, expressly held that the decision of Boman v. Boman, supra, cannot be taken as authority in that jurisdiction, and we here hold that the Boman case, supra, cannot be taken as authority in this state.
In re Harper’s Estate, 168 Wash. 98, 10 Pac. (2d) 991, 15 Pac. (2d) 1119, decided in 1932, construed the Washington statute and the court there held that the word “heirs” used in testator’s will was broad enough to include testator’s daughter and that as there employed, showed that her father, at the time he executed his will, must have had her in mind. The court
The words “omits to provide” for any children or for the issue of any deceased child as used in section 7009, R. C. M. 1935, mean simply an omission to make a provision in the will and have no reference to the pecuniary value of the provision. In re Callaghan’s Estate, 119 Cal. 571, 51 Pac. 860, 39 L. R. A. 689; Provident Savings Bank & Trust Co. v. Nash, 75 Ohio App. 493, 62 N. E. (2d) 736.
Any provision which affords evidence that the child or the issue of any deceased child had not been forgotten is sufficient to prevent the application of the statute which was not intended to produce equality or to diminish the power of the testator but merely to call for the exercise of the power indicating the testator’s intention with respect to the share, if any, which he desires his child or children, or the issue of any deceased child, to have or take in his estate. Compare: Allison v. Allison’s Executors, 101 Va. 537, 44 S. E. 904, 917, 63 L. R. A. 920.
The legislative purpose in enacting section 7009, R. C. M. 1935, was not to restrict the testatrix or to dictate to her what provisions she should make. It is not to control her intention but to provide for her children and the issue of any deceased child in the event of her forgetfulness or oversight upon the presumption that if she had thought of them she would have intended that they should have some share in her estate and that share the law of succession would then fix. Sec. 7073, R. C. M. 1935. However, the power of the testatrix to decide whether anything, and, if so, how much, and in what form, should be given to her children or to the issue of any deceased child, is as
As is aptly said in Re White’s Estate, 129 N. J. Eq. 566, 20 A. (2d) 442, 444: “The mere fact that the grandchildren might have had some reasonable expectation that they might receive a larger share of the estate, or the fact that the will might seem to be unjust or unfair, does not invalidate it. If the courts were to substitute their judgment of what a testator should do for his own wish, the opinion of the court would be substituted for that of the testator in every ease, and the power to make a will would be abolished. ’ ’
The presumption is that where a testator makes a will he intends to dispose of his whole estate, and if possible the will should be so interpreted as to avoid total or partial intestacy. In re Spriggs’ Estate, 70 Mont. 272, 274, 225 Pac. 617. There is a presumption against intestacy and indefinite language in a will
No natural sympathy for the two sons who take nothing or for the two grandchildren who were given but one dollar each can be allowed to defeat the clearly expressed intention and will of testatrix. We must not forget that testatrix had a right to dispose of her estate as she pleased. We should not try to change her will, even if distribution of the estate should appear to be inequitable. It was Phoebe Benolken’s property and estate. It was her will. The will is carefully drawn and valid. The courts are without right to delete from the instrument the second clause or any provision thereof. The courts may not lawfully write and publish for the dead woman a different will than she saw fit to make. The will provides for appellants the sums testatrix intended and willed they should have. It is the plain duty of the courts to uphold and give effect to the will.
The research occasioned, — the authorities reviewed, — the opinion pronounced, determine this simple fact, namely: When a testatrix, leaving but seven heirs, mentions five of them by name in her will and therein provides for a gift unto each of the two remaining heirs not so mentioned, her will is good and valid and not subject to attack on the grounds that it “omits to provide for” such last mentioned two beneficiaries.
The decree distributes unto each appellant heir the sum bequeathed to each. It conforms with the provisions of the will and the intention of the testatrix and such decree is affirmed.
Dissenting Opinion
(dissenting):
It should be noted at the outset that we are in exactly the same
The question depends entirely upon the wording of the will as there was no evidence introduced aside from the will itself and the certificate to the transcript so shows.
The portions of the will requiring interpretation are the second, third and fourth paragraphs reading:
‘ ‘ Second
‘ ‘ I hereby give and bequeath unto each of my heirs-at-law not elsewhere herein mentioned or provided for, the sum of One Dollar ($1.00).
“Third
“I hereby give, bequeath and devise unto my children Viola Johnson, Phoebe Montier and James Benolken, all the rest, residue and remainder of my property and estate, both real and personal, or to such of my said children as shall survive me, they to share equally therein, share and share alike.
‘ ‘ Fourth
“I intentionally omit any bequest or devise to my sons Leo Benolken and George Benolken.”
The grandchildren contend that they are entitled to share in the estate as if decedent, Phoebe Benolken, died intestate by virtue of section 7009, R. C. M. 1935, reading:
“When any testator omits to provide in his will for any of his children, or for the issue of any deceased child, unless it appears that such omission was intentional, such child or the issue of such child, must have the same share in the estate of the testator as if he had died intestate, and succeeds thereto as provided in the preceding section.”
Under this statute the omission to provide for children or issue of deceased children gives them the right to share in the estate as if the testator had died intestate, “unless it appears that such omission was intentional.”
“* * * the thought to keep in mind is that the inquiry is whether ‘it appears’ that the omission was ‘intentional’.” In re Revard’s Estate, 178 Old. 524, 63 Pac. (2d) 973, 975.
The presumption obtains that the omission of those named in
The affirmative showing required is that the omission was intentional before the grandchildren can be deprived of the benefits of section 7009. The majority opinion fails to give effect to the presumption, and erroneously, says that section 7009 can have no application unless it appears that the omission was unintentional.
To overthrow the presumption, the intention to omit must be ‘ ‘ expressed therein or implied in language so strong as to render any other conclusion unreasonable.” In re Parrott’s Estate, supra [45 Nev. 318, 203 Pac. 261] ; and see Roots v. Knox, 107 Or. 96, 212 Pac. 469, 213 Pac. 1013.
Likewise the courts, contrary to the holding in the majority opinion herein, hold that a legatee receiving a nominal sum by the will is not provided for but that the same is equivalent to complete disinheritance. Grace v. Hildebrandt, 110 Okl. 181, 237 Pac. 98; Wadsworth v. Brigham, 125 Or. 428, 259 Pac. 299, 266 Pac. 875; Boman v. Boman, 9 Cir., 49 F. 329; In re Bauer’s Estate, 5 Wash. (2d) 165, 105 Pac. (2d) 11, and note in 152 A. L. R. 732.
Of course if the person is specifically named as a legatee as in Re Estate of Callaghan, 119 Cal. 571, 51 Pac. 860, 39 L. R. A. 689, or comprehended in the bequest to “children” without naming them as in Provident Savings Bank & Trust Co. v. Nash, 75 Ohio App. 493, 62 N. E. (2d) 736, relied upon in the majority opinion, then the size of the bequest is immaterial.
It is my opinion that the will discloses on its face that decedent did not regard grandchildren as her heirs and that she gave no thought to them. They were completely overlooked. She devoted a paragraph of the will to the matter of naming those whom she desired to exclude as beneficiaries of her estate. It is paragraph fourth reading: “I intentionally omit any be
It seems clear to me that if testatrix intended to omit the two grandchildren she would have done so in this paragraph. She was in that paragraph dealing with that subject and that alone. Under the familiar rule expressio unius personae est exclusio alterius, the naming of one or more persons is the exclusion of others. If she intended to disinherit others it seems to me that she would have done so in the paragraph which she devoted to the purpose of naming those whom she intended and desired to disinherit. That she gave no thought to grandchildren is further evidenced by paragraph third of the will. That paragraph of the will bequeaths the residue of the estate (which is practically all of it), to two married daughters and a son, or to such of them as shall survive testatrix, they to share equally therein.
Had one of them died before the death of testatrix and left issue, the issue could not under this will, except for section 7009, take the part left to the parent because this will in that event gives the whole of the estate to the surviving children of testatrix named in paragraph “third” of the will. Section 7012 without the aid of section 7009 would not have allowed any issue of the three residuary legatees, whether born before or after the making of the will to receive the share of the parent in case the parent died before the death of testatrix. It would be a violent assumption to say that testatrix in this case showed an intention to disinherit grandchildren before they were born. Compare Hawkins v. McKee, 321 Ill. 198, 151 N. E. 577. I think this circumstance demonstrates that testatrix gave no thought at all to her grandchildren. She not only gave no thought to the two involved in this proceeding but also ignored the possibility of issue of the three residuary legatees then living or to be born after the making of the will and before the death of testatrix.
But it is contended paragraph second of the will shows an intention to omit the grandchildren. It provides: “ I hereby give and bequeath unto each of my heirs-at-law not elsewhere herein mentioned or provided for, the sum of One Dollar ($1.00).”
The grandchildren as such were not mentioned in the will by
A case very similar to this is that of Boman v. Boman, supra [49 F. 330], In that case the deceased left a will reading: “Item 1st. I give, bequeath, and devise to each of my heirs at law the sum of one dollar. Item 2nd. I give, bequeath, and devise all the rest, residue, and remainder of my estate and property of every kind, real, personal, and mixed, and choses in action, to my beloved wife, Mary E. Boman.”
In addition to his wife he left two children, issue of a previous marriage.
The statute involved in that case provided: “If a person make his last will, and die, leaving a child or children, or descendants of such child or children, in case of their death, not named or provided for in such will * * * every such testator, so far as he shall regard such child or children, or their descendants, not provided for, shall be deemed to die intestate, and such child or children, or their descendants, shall be entitled to such proportion of the estate of the testator, real and personal, as if he had died intestate * * *” See. 1325, Code Wash. 1881.
The court of appeals in holding that the presumption that the omission of the children was unintentional had not been overcome and after referring to the case of Allen v. Claybrook, 58 Mo. 124, said: ‘ ‘ That authority gives no color to the proposition that by use of the words ‘heirs at law’ in Boman’s will this court should hold that his children were in his mind at the time he made his will; that they are referred to and provided for, and were not overlooked or forgotten. His children were not designated as a class. No children were mentioned or specifically referred to. The words ‘heirs at law’ may, it is true, be read to mean ‘children,’ and should always be so construed if the context distinctly shows that the words were employed'in that sense by the testator. The term ‘heirs at law,’ however, in its general definition, includes many others. It is not limited to children. It may be used, and is often used, in cases where there are no children. It includes parents, brothers and sisters, etc. Who
The court continuing said: “The controlling question to be considered is not whether the children would be entitled to inherit and recover the amount bequeathed to the heirs at law, but whether or not it appears upon the face of the will that the children were in the testator’s mind at the time he made the will. The terms of the will, in order to show the intent of the testator to remember his children, or to make provision for them, should, under the statute, be clear, specific, definite, and certain. The presumptions of the law are all in favor of the children. These presumptions, in order to disinherit them, or to cut them- off with a shilling or other nominal sum, can only be overcome by the use of words plainly indicating that the testator had his children in his mind at the time he made his will.”
Another case of similar import is that of In re Bauer’s Estate, supra, where the typewritten will named the brothers and sisters of the testator and gave their residences. In longhand opposite these names the testator had written the following [5 Wash. (2d) 165, 105 Pac. (2d) 13] : “Bay W. Bauer to make what disposition he see fit with at least one dollar to each heir. ’ ’ The court .followed the Boman case and held that the son of deceased was not included within the word “heir” as contained in the will and hence that he was not named or provided for in the will within the meaning of the statute.
Another case with similar features is that of In re Price’s Estate, 56 Cal. App. (2d) 335, 132 Pac. (2d) 485, 486. In that ease the will devised and bequeathed everything to two named sons of the testatrix. It then contained this clause: “ I purposely refrain from leaving anything by this my last will and testament to any other person or persons, and in the event that any other person or persons shall either directly or indirectly contest this my last will and testament I give to any such person or persons
Another analogous ease is that of Wadsworth v. Brigham, supra [125 Or. 428, 259 Pac. 303]. In that case the will contained this clause: “In the event that any person shall contest this will, or in the event that any person claiming to be a.legal heir of mine shall legally establish such claim, I give and bequeath unto him or her the sum of $5.00 in cash, and revoke any other devise or bequest theretofore made to him or her, in the event any such has been made.” In that case the will gave all the property to others than plaintiff. Plaintiff was found to be the legitimatized daughter of testator. The Supreme Court of Oregon, following the Boman case, supra, held that she was not provided for by the will and that the will did not disclose an intention to disinherit her, hence that she was entitled to the benefit of the statute similar to our section 7009, supra.
I think the second paragraph of the will does not show that the omission of the grandchildren was intentional.
Cases relied upon in the majority opinion which hold that “heirs at law” is sufficiently broad to include children and grandchildren, of which the following are typical: In re Hassell’s Estate, 168 Cal. 287, 142 Pac. 838; In re Lindsay’s Estate, 176 Cal. 238, 168 Pac. 113; In re Harper’s Estate, 168 Wash. 98, 10 Pac. (2d) 991, 15 Pac. (2d) 1119; In re Trickett’s Estate, 197 Cal. 20, 239 Pac. 406, are distinguishable. In the first three cases cited the will showed that testator in using the phrase
The case of In re Allmaras’ Estate, 24 Cal. App. (2d) 457, 75 Pac. (2d) 557, 558, is relied on in the majority opinion but it differs from this in that there the will contained this exclusionary clause: “I have purposely made no provision herein for any other person, whether claiming to be an heir of mine or not, and if any person, whether a beneficiary under this will or not mentioned herein, shall contest this will or object to any of the provisions hereof, I give to such person so contesting or objecting, the sum of one dollar ($1.00) and no more, in lieu of the provision which I have made or which I might have made herein for such person so contesting or objecting.” It was because of this comprehensive exclusionary clause that led the court to hold that the omission of those claiming the benefit of the statute was intentional.
A similar exclusionary clause was also involved in the Lindsay ease, supra, and in the Estate of Minear, 180 Cal. 239, 180 Pac. 535, relied upon in the majority opinion.
This case is much stronger in favor of the grandchildren than is the case of Bornan v. Bornan, supra, which the majority now hold is not authority in this state. In the Boman case there was no exclusionary clause such as paragraph fourth of this will and in all the other cases relied upon in the majority opinion where an exclusionary clause was involved the clause was sufficiently comprehensive to exclude those claiming to be entitled to the benefit of a statute like our section 7009.
I see no reason for drawing a different conclusion so far as this case is concerned because of any difference between the Massachusetts and the Missouri type of statute. Whatever brand we place on the statute, whether the Massachusetts or the Missouri brand, the fact still remains that unless it appears that
The will shows that testatrix and the scrivener who drafted the will, who I concede was careful and skillful as stated in the majority opinion, knew the requirements of section 7009. They knew that testatrix could not disinherit children or issue of a deceased child by the broadside bequest of $1.00 to each heir. Hence paragraph fourth was added to the will to meet the requirement that the omission of those intended to be disinherited be shown to be intentional. That intention was made plain as to the sons Leo and George and to my mind shows a clear intent that those were the only ones covered by section 7009 intended by testatrix to be disinherited.
In my opinion the court erred in entering the decree of distribution so far as it affects appellants. But it is asserted that to reach this conclusion the second paragraph of the will must be deleted. It is not a case of deleting, but one of construing paragraph second. To construe it as do the majority is to give it a meaning different from that which testatrix herself placed upon it. She in effect said that paragraph second is not sufficient to disinherit even her own sons Leo and George, say nothing of grandchildren and hence to accomplish this disinheritance she put paragraph fourth in the will.
If paragraph second disinherited the grandchildren, then certainly it would have disinherited Leo and George and hence paragraph fourth becomes surplusage and is in effect being deleted by the construction adopted in the majority opinion.
It is my belief that paragraph second of the will is analogous to the usual catch-all denial made in pleadings. In most cases it has no effect whatsoever since all the allegations of the pleadings against which it is directed are already either admitted or denied specifically. It is the lawyer’s safety valve to be utilized and given application only if some allegation be overlooked in the specific admissions or denials.
It is usually inserted in pleadings as a precautionary safe
I think the decree should b.e set aside and the cause remanded with directions to modify the decree by allowing to each of the appellants a one-twelfth interest in the estate as in the ease of intestacy.
Concurrence Opinion
I concur in the foregoing dissenting opinion of Mr. Justice Angstman.
