187 Iowa 593 | Iowa | 1919
The controversy herein is between the heirs of Mary Rohret on the one hand, and the heirs of Peter Rohret, husband of Mary, on the other. Both sets of contestants are made defendants in the case, and have made issue by cross-petition. The controversy involves the construction of the will of Mary Rohret, which contains the following provision:
“2nd: I give, and bequeath to my husband, Peter Rohret, all that share or part of my estate, real, personal and '
Peter Rohret predeceased his wife, Mary. Prior to the marriage of Peter, and Mary Rohret, each had been previously married, and each had children as the fruits of such previous marriage. There were no children of the second marriage.
Mary Rohret was, in her lifetime, the owner of the real estate-involved in the controversy. Her children claim title thereto as her only heirs. The children of Peter Rohret claim one third thereof, under the devise above quoted. Their contention is that, although Peter did not survive his wife, the devise was absolute and specific, and that they, as the heirs of Peter, inherited the same.
On the other hand, the heirs of Mary contend that the devise to Peter was a nullity from the beginning, because it only purported to devise to him his statutory distributive share, as surviving husband of the testatrix; that, if such be not so, the devise lapsed by reason of the failure of Peter to survive his wife; and that the terms of the will indicate an intention that it should lapse, in the event that Peter did not survive the testatrix. The argument, therefore, has two phases: (1) Was the devise a nullity from the beginning? (2) Did the will, by its terms, evince the intention that, in the event of the death of Peter before the testatrix, the devise should lapse?
We think our holding in that case is quite determinative of this, although the two devises are not literally the same. It is well settled that, where a devise in a will gives the same estate to the devisee that he would take under the statute of .descent, if there .were no will, the beneficiary in such case still takes the “worthier title” by descent, and not under the will. Rice v. Burkhardt, 130 Iowa 520; Tennant v. Smith, 173 Iowa 264; Gilpin v. Hollingsworth, 3 Md. 190 (56 Am. Dec. 737, 738); Post v. Jackson, 70 Conn. 283 (39 Atl. 151); Davidson v. Koehler, 76 Ind. 398.
In the Tennant case, we applied this rule to the stattory right of a surviving husband to a distributive share.
The situation, then, presented in the case at bar is this: If Peter had survived his wife, he would have taken his statutory share under the statute, and the devise in the will of the testatrix would have been deemed a nullity. Peter would take nothing thereunder. If Peter, as a surviving husband, would have taken nothing under such devise, can his heirs occupy any better position than he? Can such devise be effective as to the heirs, and yet a nullity as to the ancestor under whom they take?
If the rule noted were to the contrary, and if the beneficiary of a devise were deemed to take under the will, rather than by descent,, and if Peter had survived the testatrix, what,- then, would he take under the will ? Manifestly, he would take so much as “would go to him under the statute of distribution of this state.” The amount of the distributive share which he would take under the-law would be the measure of what he would take under the devise. If, for any reason, there was nothing which he could take under the law, then he could take no more under the devise. Having predeceased his wife, no right of distributive share
II. Code Section 3281 is as follows:
At common law, if a devisee died before his testator, the devise to him lapsed. The above statute changes the common law in that respect, and saves the devise to the heirs of the devisee, “unless from the terms of the will a contrary intent is manifest.” Do the terms of the devise under consideration herein permit the heirs of the 'predeceased devisee to take the devise, or do they manifest a “contrary intent?” We think it clear from the terms of this devise that the testatrix intended to add notMng to the legal rights of the devisee. As said therein, she was “neither desiring to increase nor curtail his said distributive share or interest in my estate.” He could have no “distributive share” or .“interest” in her estate, except as her surviving husband. The contingency of survivorship was clearly within the contemplation of the testatrix. The death of the devisee terminated that contingency. The devise being limited to the distributive share of the devisee as a surviving husband, it necessarily lapsed by the predecease of the husband, precisely as his right of distribution lapsed by such predecease. The right of distributive share could not survive to the heirs of Peter. We think it clear, also, from the terms- of the will that it was not the intent that the devise should survive to the heirs of Peter. To permit the heirs to take one third of the estate under this devise would clearly operate to “increase” the “interest” of P'eter in the estate of the testatrix. We find, therefore, that the devise, such as it was, lapsed by the death of the husband.