In re Atwood's Estate, 14 Utah 1

In re Atwood's Estate

14 Utah 1

| Utah | 1896

Zane, C. J.:

It appears from the evidence in this record that the late Millen Atwood, of Salt Lake county, made his last will on the 30th day of September, 1890, in which he devised all his real estate, and bequeathed all his personal property remaining after the payment of his just debts and his funeral expenses, to his wife, Belief C. Atwood, and to his three children, Millen M. Atwood, Abbie Ange-nette Sermon, and Bosalie Esther Kelch; and that he died on the 7th day of December, of-the same year, possessed of real and personal property ; and that his widow, Belief, and his children named, are still living. It also appears that the will was duly probated, and that Florence Atwood, by her guardian, filed her petition in the office of the clerk of the probate court of said county on the 30th day of March, 1892, in which she alleged, with other facts, that she-was of the age of 15 years; that she was a daughter and heir at law of the testator; that he omitted to provide for her in his will; and that it did not appear that such omission was intentional. Upon final distribution of the estate, she prayed that the same portion thereof might be awarded to her that she would have succeeded to if the testator had died intestate. The executors, devisees, and legatees named .in the will filed an answer to the petition, denying all its material allegations. This is an appeal from-a decree granting the prayer of the above petition.-

The principal question presented upon this appeal for our consideration and decision arises upon the ruling of the lower court excluding declarations of the testator made before, about the time of, and after, he executed *6bis will, offered to prove that tbe omission to provide for tbe petitioner, Florence Atwood, therein, was intentional. Tbe petitioner bases her claims upon section 2677, Comp. Laws Utah 1888, viz.: “When any testator omits to provide in bis will for any of bis children, or for tbe 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 of tbe estate of tbe testator as if he had died intestate, and succeeds thereto as provided in the preceding section.” The meaning of this section is clear. It declares, in effect, that tbe intent not to provide for a child, or tbe issue of one, shall not be inferred from the omission to make such provision in his will though be expressly gives all his estate to heirs or other persons named. The statute presumes that be did not intend to omit to provide for a child not named, unless it otherwise appears that he did. The statute presumes that the omission was from mental incapacity, or from inadvertence or mistake. The presumption of a want of intention is contrary to the intent which the language of the will expresses, viz.: to give all bis estate to the persons named. If, in construing the language of tbe will in tbe light of all the circumstances under which it was made, tbe court can say it provides for the child, the statute has no application. On the contrary, if, after construing its language under all such circumstances, the lower court can say the child is omitted, the statute does apply, and raises the presumption that the omission was not intentional. The petitioner insists that the intention not to provide, as well as the omission to provide, must appear from the language of the instrument; while the appellants claim that the intent to omit may be shown by parol evidence. The statute does not say from what the intention to omit shall appear. The phrase, “unless it appears that such omission *7was intentional,” must be held to signify that the intent to omit must appear according 'to- the rules of evidence, not contrary to them; but the statute does not indicate the means by which such intent must appear. As a part ■of the science of the law, rules have been established by which to determine the competency, the relevancy, and the materiality of evidence offered to prove or disprove disputed facts. Such facts can only be established in courts of justice by such means as the rules of evidence permit.

The language of the testator’s will gives his entire estate, after the payment of his debts, to his wife-and the three children named. No mention or reference to any other heir is made in it. While' it is true that no reference is made in the will to the petitioner, Florence, and ' that there is evidence tending to prove that she was not the testator’s child, in pur opinion the weight of the evidence supports the finding of the trial court that she was his daughter. The law quoted above raises the presumption, from the absence of any reference to her in the will, that the omission was not intentional; but the presumption is not conclusive, and it may be overcome by legitimate evidence. It is to overcome this presumption that evidence is admissible in the first instance and after-wards to support it. So that the evidence is not admitted to aid the lower court in the construction of the will. It is admitted solely to rebut the presumption which the law raises. It is admitted for the sole purpose of rebutting a prima facie presumption raised by the statute, contrary to the intent which the language of the will expresses. The statute presumes that the testator ■did not mean what he said, while the evidence offered says he did. Taylor, in his work on Evidence, distinguishes the rule regulating the admisión of parol evidence to rebut legal presumptions from those excluding *8such testimony to aid the court in the construction of wills or contracts, as follows: “With the view of clearly understanding the subject under discussion, it is essential to distinguish between mere legal presumptions and rules of construction, because, while the former may be rebutted, and, if rebutted, supported also by parol evidence, no evidence can be received on either side if the court, by construction, can arrive at a conclusion respecting the meaning of the instrument.” 2 Tayl. Ev. § 1231. The statute quoted does not state a rule of construction, but a rule of presumption. It does not contradict or vary the language of the will or its meaning. It is offered to show that the testator meant what his language expressed. The evidence is offered to rebut the presumption which the statute raises that he did not mean what he said.

In the discussion of the rules respecting the admission of extrinsic evidence as to wills, Abbott says: “The considerations to which I have adverted, however, it will be seen, do not militate against evidence impeaching or disproving the validity of the testamentary act nor, on the other hand, against evidence tending to show that the intention was really just what it expressed on the face of the will.” Abb. Tr. Ev. p. 132. We are of the opinion that the presumption raised by the statute, that the omission by á testator to provide for any of his children was not intentional, may be rebutted by extrinsic evidence, whether of declarations of the testator, or collateral facts showing the intention of the testator to have been that which the language of the will expresses. Tayl. Ev. pp. 1043-1046; 1 G-reenl. Ev. § 209. The law was so determined by the supreme court of the late territory of Utah, under a statute substantially the same as the one quoted above, in the case of Coulam v. Doull, 4 Utah, 267, and affirmed by the supreme court of the *9United States (133 U. S. 216). The same doctrine is announced in Converse v. Wales, 4 Allen 512. Lorioux v. Keller, 5 Iowa 196; Wilson v. Fosket, 6 Metc. (Mass.) 400; Buckley v. Gerard, 123 Mass. 8.

On the trial of the issues raised by the petition and answer in this proceeding, Eelief C. Atwood, the widow of the deceased, devisee and legatee under the will, and Millen M. Atwood, Abbie A. Sermon, and Eosalie E. Kelch, children of the testator, also devisees and legatees, testified to certain conversations with the testator, before and after the will was executed, in which he stated that the petitioner, Florence, was not his child, and that he did not intend to provide for her in his will. These statements wrere excluded by the court, and the respondents to the petition excepted to the ruling of the court, and assign it as error. This assignment of error raises the question: Were such legatees and devisees competent witnesses, under “An act amending subdivision 3 of section 3S77 of the Compiled Laws of Utah 1888, relating to witnesses,” in force March 7, 1894? Subdivision 3 of section 3877 of the Laws of 1888,' which the act of March 7, 1894, proposes to amend, is as follows : “The following persons cannot be witnesses: * * * Parties or assignors of parties to an action or proceeding, or persons in whose behalf an action or proceeding is prosecuted, against an executor or administrator upon a claim or demand against the estate of a deceased person, as to any matter of fact occurring before the death of such deceased person, and equally within the knowledge of both the witness and the deceased person.” This subdivision applied only to contentions between estates of deceased persons and other parties, not to contentions between heirs, legatees, or devisees as to their respective interests in such estates, *10and rights thereto. While the act of 1894 professes to be an amendment of subdivision 3 of the statute of 1888, it covers its entire subject, and is more comprehensive. It is as follows: “A party to any civil action, suit, or proceeding, and any person directly interested in the event thereof, and any person from, through, or under whom such party or interested person derives his interest or title, or any part thereof, when the adverse party in .such action, suit or proceeding claims or opposes, sues or defends as guardian of any insane or incompetent person, or as the executor or administrator, heir, legatee or devisee of any deceased person, or as guardian, or assignee or grantee, directly or remotely, of such heir, legatee or devisee as to any statement by, or transaction with, such deceased, insane or incompetent person, or matter of fact whatever, which must have been equally within the knowledge of both witness and such insane, incompetent or deceased person, unless such witness be called to testify thereto by such adverse party, so claiming or opposing, suing or defending in such action, suit or proceeding.” This act may be more easily understood with respect to the case in hand by omitting a part of its language: “A party to any * * * proceeding, * * when the adverse party claims or opposes * * * as heir, legatee or devisee of any deceased person, * * * person as to any statement by such deceased * * * person * * * which must have been equally within the knowledge of * * * the witness and such * * * deceased person, unless such witness be called by such adverse party.”

The petitioner was heir. The parties opposing were heirs, legatees, and devisees. The statements were by the testator, and expressed an intention not to provide for the petitioner in his will, and were, in effect, favor*11able to Ms heirs named in the will, and unfavorable to the petitioner. Such intent was not equally within the knowledge of the witnesses and the deceased testator, it is true. But the witnesses belonged to the class of persons named by the statute as disqualified; and they appear to be within the reason of the rule of exclusion established by the statute, because they were testifying to statements of a deceased person made in their favor. There is no other means of showing what the testator did say, or of contradicting the witnesses. We are of opinion that there was no error in the ruling, of the court in excluding the statements of the witnesses named above. We see no legitimate objection to the competency of the other witnesses called by the appellants, or to their testimony, because of irrelevancy or immateriality, or otherwise.

For the reasons stated, the decree of the court below is reversed, with costs, and that court is directed to grant a hew trial.

Miner, J., and Street, District Judge, concur.