203 P. 258 | Nev. | 1922
Lead Opinion
By the Court,
Appellant claims to be a daughter of the deceased, Matt A. Parrott, and an Indian woman, and that she is entitled to the sole distribution of his estate. She filed her objection to a petition for distribution by the executors of the estate, praying that the major portion of the estate be distributed in equal shares to the Rebecca Lodge No. 7 of Reno, Washoe County, Nevada, Mercy Wagstaíf, a sister of the deceased, the children and grandchildren of Mrs. Jane Goodman, a deceased sister of said Matt A. Parrott, and to the children of another deceased sister, Helen Bateman, in accordance with the
“That the said Lucy Peggy Parrott Arzaga is the daughter of the said Matt A. Parrott, deceased, and a Washoe Indian woman named Peggy; that said Lucy Peggy Parrott Arzaga was born in the Indian camp just below the old county hospital on the south side of the Truckee River, in the eastern part of the city of Reno, county of Washoe, State of Nevada, about forty years ago, and is now, and for some years prior hereto has been continuously, and in fact during almost the entire period of her life, has been a resident of the county of Washoe, State of Nevada.
“That said Matt A. Parrott, in the county of Washoe, State of Nevada, and elsewhere, many times, publicly acknowledged that he was the father of the said Lucy Peggy Parrott Arzaga, and from the time of the birth of said Lucy Peggy Parrott Arzaga contributed food and clothing and sustenance and maintenance to the said Lucy Peggy Parrott Arzaga, and sent the said Lucy Peggy Parrott Arzaga to the Stewart Indian School near the city of Carson, in the State of Nevada, as the child of the said Matt A. Parrott and paid the expenses of the said Lucy Peggy Parrott Arzaga at said school and her support and maintenance during the time she attended said school, and on many and divers occasions in the State of Nevada publicly admitted to divers and sundry persons that he was the father of said Lucy Peggy Parrott Arzaga, and that she, the said Lucy Peggy Parrott Arzaga, was his child, and that he intended to raise, maintain, educate, and support the said Lucy Peggy Parrott Arzaga, all with the consent of the mother of said Lucy Peggy Parrott Arzaga and before the said Lucy Peggy Parrott Arzaga had reached the age of 12 years.
“That the said Matt A. Parrott died in the city of Reno, county of Washoe, State of Nevada, on the 22d day of November, 1919, and left estate therein as particularly set forth and described in said petition for*326 distribution, and that the said Matt A. Parrott was at the time of his death, and for more than fifty years prior thereto had been, a resident 'of the county of Washoe, State of Nevada.
“That the said Matt A. Parrott left a will and testament, dated October 24, 1919, a true copy of which said will and testament is hereto attached, marked Exhibit . A, and made a part hereof, and that said will and testament was, by ah order of the above-entitled court, duly and regularly admitted to probate in the above-entitled court on the 11th day of December, 1919.
“That the said Matt A. Parrott omitted in said will to provide for or to make any provision concerning the said Lucy Peggy Parrott Arzaga, and that it does not appear from the will or otherwise that such omission was intentional.
“Said Lucy Peggy Parrott Arzaga further alleges that the said Matt A. Parrott left no surviving wife or child, or children other than the said Lucy Peggy Parrott Ai*zaga, and that there are no relatives, heirs, or persons whomsoever who are entitled to take the property of the said estate in preference to the said Lucy Peggy Parrott Arzaga.
“That the said Lucy Peggy Parrott Arzaga is a married woman, the wife of one Manuel Arzaga, but that the said Arzaga, husband of said Lucy Peggy Parrott Arzaga, has no right, title, interest, or claim of, in or to the property of the said Matt A. Parrott, deceased, and that this proceeding concerns the sole and separate property of the said Lucy Peggy Parrott Arzaga.
“Wherefore said Lucy Peggy Parrott Arzaga prays that after the payment of all of the expenses of the administration and all of the just debts of estate of the said Matt A. Parrott, deceased, all of the rest, remainder, and residue of said estate be distributed to the said Lucy Peggy Parrott Arzaga, and for such other and further relief as to the court may seem meet and proper in the premises.”
“I do hereby declare that I have never been married and that I have no children.”
After several minor devises are declared, the will concludes:
“6. I hereby direct that all of the rest, remainder and residue of my estate, real, personal and mixed, of every nature, kind and description wherever situate and however held, which is or may be subject to my testamentary disposition at the time of my death, shall be divided into four equal parts, and I hereby give, devise and bequeath one of said parts of my residuary estate to Nevada Rebecca Lodge No. 7 of the city of Reno, county of Washoe, State of Nevada; one of said parts to my sister, Mrs. Jane Goodman of Wayne County, New York; one of said parts to my sister Mrs. Ellen or Helen Bateman of Bedfordshire, England; and one of said parts to my sister Mercy Wagstaff of Colmworth, Bedfordshire, England.
“7. I hereby declare that I have not heard directly from any of my said sisters for several years, and it is my will, in the event that any of my said sisters shall be deceased at the date hereof or at the date of my death, that the portion of my estate which is hereby devised to such sister, or sisters, shall be distributed to the lineal descendants of such sister, or sisters, per stirpes and not per capita; but if any of my said sisters shall have died without lineal descendants, or in the event my executors shall be unable to ascertain the whereabouts of any of my sisters, or if dead, their lineal descendants within two years from the date of my death, it is my will that the share of any such sister, or sisters, shall be divided equally between my other sisters or their lineal descendants per stirpes and not per capita.
“8. I hereby nominate, constitute and appoint H. H.*328 Kennedy and Lee Hawcroft, both of Reno, Washoe County, Nevada, as executors of this my last will and testament.”
The objection was demurred to by all of the devisees entitled to receive the major portion of the estate under the terms of the will, and a demurrer to the amended objection was filed by the executors. Motions to make the objection more specific and certain were also made.
By stipulation of the attorneys of the various parties the demurrer and the motion to make more definite and certain of the executors, directed to the amended objection, were considered as the demurrer and motion of all of the devisees above mentioned.
Collectively and in substance the demurrers are on the ground that the amended objection does not state facts sufficient to establish any right in the said Lucy Peggy Parrott Arzaga to receive any part or portion of said estate, in that it shows upon its face that her omission from the will was intentional, and contains no facts upon which it can be ascertained by the court that said Matt A. Parrott at any time publicly acknowledged said Lucy Peggy Parrott Arzaga as his daughter. It is unnecessary to state specifically the other objections raised.
The trial court sustained the demurrers on the ground that the amended objection was insufficient to show an unintentional omission of the said Lucy from the will, and overruled the demurrers and motions in other respects. The amended objection was dismissed, and from the order of dismissal said Lucy Peggy Parrott Arzaga appeals.
For convenience, the devisees and executors opposing appellant’s claim will be referred to as respondents.
This appeal presents two questions for determination, namely: Are the facts stated in appellant’s objection sufficient to show her adoption by the testator, Matt A. Parrott? and, Did he intentionally omit her from the provisions of his will?
“The father of an illegitimate child, by publicly acknowledging it as his own, or receiving it as such, with the consent of his wife, if he is married, into his family, or otherwise treating it as his legitimate child, thereby adopts it as such; and such child shall, thereupon and thenceforth, be deemed, for all purposes, legitimate from the time of its birth.”
“When any testator shall omit to provide in his or her will for any of his or her children, or for the issue of any deceased child, unless it shall appear that such omission was intentional, such child, or the issue of such child, shall have the same share in the estate of the testator as if he or she had • died intestate.” Section 6216, Revised Laws of Nevada.
We cannot accept respondents’ contention that, in
If- we were to conclude, which we cannot, that on the hearing of the demurrers the district court could have received and considered evidence aliunde, and perforce could have taken into consideration facts admitted in the objection, it is clear that the court would have been otherwise precluded from considering the circumstances of appellant’s birth. Why? Because these facts are stated in the objection in connection with testator’s conduct towards her and declaration of paternity only to establish her status as a legitimated child, which, together with the allegations showing her omission from the will, put in operation the statute under which she claims the estate, notwithstanding the will. They would necessarily be irrelevant for any other purpose, and a demurrer admits the truth only of well-pleaded facts. In the present condition of the case we must draw our conclusions solely from the provisions of the will.
“As to this contention, we think that the significance of the decision of this court in Garraud’s estate is that it must appear on the face of the will, and it must then appear from wolds which indicate such intention directly, or by implication equally as strong. Any other rule would lead to guesses or to inferences merely conjectural, which would be too unsubstantial to base a judgment on. We do not think we can say with any reasonable certainty that the words used in the will indicate that Mrs. Hubbard was in the mind of the testator when he wrote his will, and that he intentionally omitted to mention her. We think that the correct rule is that the words of the will must show, as above*332 pointed out, that the testator had the person omitted in his mind, and, having her so in his mind, had omitted to make any mention of her.”
“I do hereby declare that I have never been married and that I have no children.”
We see nothing else in the will that can be used as a legitimate inference in this respect. The learned trial court, in a concise and able written decision, which we find in the record, places stress upon the particular and complete plan of distributing all of the property pursued by the testator, and the effect upon this plan if it was not intended by the clause in paragraph 2 to disinherit appellant. We do not attempt to summarize the reasoning of the court for fear of misstating it. The following, we think, taken from the opinion, will disclose it correctly. The court, after stating that it appeared from the objection that the deceased left no wife or child other than the said Lucy, continued:
“Bearing this fact in mind, the conclusion then becomes likewise irresistible that at the time deceased made his will, and inserted said clause in it, and then disposed of all his property with considerable detail to others, he had the said Lucy in mind and intended by said clause to disinherit her. Any other construction would render his whole will a nullity except for the purpose of naming his executors, for, if her contention be true, the others named in the will would inherit nothing. If such be not the true construction of the will, the court would be forced to take the extremely improbable view that a normal man of sound and disposing mind, and not under restraint or undue influence, stating in his will that he had never been married and had no children, and with considerable particularity*333 disposing of all of a large and valuable estate, not to a wife or children, but to others, who would take nothing if Lucy be a pretermitted child, did, through a mere oversight, perform such an important transaction entirely uselessly except for the nomination of his executors. At least the court would be forced to the position of saying that the question is so doubtful that extrinsic evidence should be received going to the intention of the testator at the time he made his will.”
We think the scheme of distribution can have no bearing upon the question. It evidences nothing more than the interest of the testator to so dispose of his property. It is entirely consistent with the presumption raised by the statute that appellant was unintentionally omitted from the will. The same disposition would doubtless have been made if appellant had been forgotten by the testator, or if he had believed her dead, or for any reason did not have her in mind when he executed his will. How can we indulge an inference that, because he did not forget his sisters in making his will, he did not forget his child? In other words, his intent to dispose of his property in the manner in which he did in no wise tends to prove that he did not forget his daughter, or through some misapprehension omit her from his will, which considerations constitute the basis for the interposition of the statute.
‘■'The only object of the statute is to protect the children against omission or oversight, which not infrequently arises from sickness, old age, or other infirmity, or the peculiar circumstances under which the will is executed.” Payne v. Payne, 18 Cal. 291-302; Coulam v. Doull, 133 U. S. 216-233, 10 Sup. Ct. 253, 33 L. Ed. 596.
Counsel for respondents have cited Coulam v. Doull, supra, as authority for their contention that extrinsic evidence is admissible under the statute upon the question involved, and they claim also that in this decision and in the case it affirmed, Coulam v. Doull, 4 Utah, 267, 9 Pac. 568, the disposition of the property in the will was
That the testator was of sound and disposing mind, and not under restraint or undue influence, we must assume, as the learned trial court did, but the utmost effect that we can give this condition is that he was competent to make a will and did so freely and voluntarily, and it has no tendency to show his state of mind concerning appellant. We cannot perceive how the matters which were regarded by the trial court as elements for consideration add any force to the clause in paragraph 2 of the will.
Counsel for respondents contend that the declaration in paragraph 2 of the will discloses an intention to omit appellant. They argue that, as the clause, “I have never been married,” by necessary implication, negatives the parentage of legitimate children, the clause, “that I have no children,” must have been put in the will for the purpose of disavowing the parentage of illegitimate children, and with the intention of omitting appellant from the will. Any other construction, they insist, will result in treating the latter clause as surplusage, and thus do violence to the rule that every word or phrase should be given effect, and harmonize with the rest of the will, if possible to do so without destroying the general intention. Giving full force and effect to the rule, we are carried no further than to conclude that testator intended to include illegitimate children in his declaration as to children. We cannot go further and declare
Stress is placed by counsel for respondents upon the rule that the intention of the testator must be ascertained,' if possible, and given effect. The intention of the testator as to the disposition of his property is expressed in clear and unambiguous language. He intended to dispose of his property as detailed in his will, but it is not possible to give effect to this intention by reason of the statute concerning pretermitted children in the absence of language in the will indicating clearly and unequivocally the intent to omit appellant from its provisions.
The judgment of dismissal is reversed, and the case remanded.
Concurrence Opinion
concurring:
I concur in the foregoing opinion. It is said that the use by the testator of the sentence, “I do hereby declare that I have never been married and have no children,” is proof positive of the fact that he had his child in mind. This is the premise from which it is argued that the judgment must be affirmed. If we accept the above
This view is not in conflict with the rule declared by the Supreme Court of Missouri in Beck v. Metz, 25 Mo. 70, and adhered to in subsequent decisions (Pounds v.
If I am correct that an ambiguity exists, it follows that testimony may be heard to show the real intention of the party. As sagely said by Chief Justice Fuller in Coulam v. Doull, 133 U. S. 216, 10 Sup. Ct. 253, 33 L. Ed. 596:
“If it must appear upon the face of the will that the omission was intentional, the words inserted in the statute were superfluous, for, if it did so appear, the child could not take, notwithstanding the provision that in case of omission it should take, inasmuch as the latter provision was only inserted to give the omitted child a share, not against the intention of the testator, but because of the presumption of an oversight.”
I am aware that in opposition to this view it will be said that the Supreme Court of California has held that oral testimony cannot be considered in arriving at the intention of the party, and that, as our statute was taken from California, we should follow the rule there laid down. In the first place, our statute was enacted in 1862, prior to its construction by the California court. Furthermore, as pointed out by my associate, the great weight of authority is contrary to that construction.
Dissenting Opinion
dissenting:
I dissent.
This proceeding is grounded upon a petition, improperly called “objection to petition for distribution” of an estate, filed in a probate proceeding on the part of Lucy Peggy Parrott Arzaga, a half-breed Indian woman, the
Upon the filing of her petition, the executors and beneficiaries named in the will (which had been admitted to probate) interposed their defense to the petition by demurrer, and for grounds of demurrer alleged that the will of the deceased, appended to, exhibited with, and made a part of the petition, shows upon its face that the omission of the testator to provide for the petitioner was intentional. The court sustained the demurrer and rendered judgment of dismissal of the proceeding. The petitioner brings the case to this court upon appeal from said judgment.
In the state of the pleading, the defense to the proceeding was properly interposed by demurrer. Where the facts constituting a defense affirmatively appear on the face of the petition, the defense may be interposed by demurrer without the necessity of a plea or answer. 21 R. C. L. 505.
The petition is so framed as to raise the single inquiry of whether the testator died intestate as to appellant. By reason of the statute in regard to pretermitted children (Rev. Laws, 6216), both sides on this appeal seem to concede that, if there is any provision in the will to show that appellant was present to the mind of the testator when he wrote, or caused to be written, his will, the statute affords no protection if provision is not made for her. In Re Callaghan, 119 Cal. 573, 51 Pac. 860, 39 L. R. A. 689. It must, however, be understood that because of the policy of the law heirs cannot be disinherited upon mere conjecture, and when the testator intends to disinherit them he must indicate that intention clearly, either by express words or by necessary implication, imputing, not natural necessity, but so
“I do hereby declare that I have never been married and that I have no children.”
By the remaining clauses the testator makes complete disposition of his whole estate, which is said to be of the value of $50,000.
My associates are of the opinion that, looking to the will itself, the question of whether appellant’s omission from the will was intentional or unintentional is so much involved in doubt that it cannot be judicially decided. I am impressed that they are driven to this conclusion by the arguments of counsel on both sides that clause 2 of the will, standing alone, unexplained and' unqualified, does or does not show that appellant’s omission was unintentional. As their opinions indicate that the case will have to be tried de novo, I shall, out of fairhess to the parties, do no more than express my reasons for sustaining the will.
It is a well-known canon applicable to the construction of wills:
“That merely negative words are not sufficient to exclude the title of the heir or next of kin. There must be an actual, valid and effectual gift, to some other*340 definite object.” Lynes v. Townsend, supra; Rauchfuss v. Rauchfuss, 2 Dem. (N. Y.) 273; Hitchcock v. Hitchcock, 35 Pa. 393; 2 Williams on Executors, p. 838.
There is no doubt that clause 2 is a negative expression, containing negative language, and that the testator made an actual, valid, and effectual gift of all his property to other definite objects. The language of the clause imports that it was inserted upon great deliberation, after meditation and reflection upon the subject of who and what were the objects and subjects of the testator’s bounty. We are not concerned with the motive behind the clause. To ascertain its meaning, and legal effect, it must be interpreted in connection with the context, and interpreted so as to receive some meaning and to be given some effect, rather than to be inoperative. It is not a capricious declaration, and is not, as is unwisely suggested, a Pharisaical declaration to exalt the testator’s virtue in life, or to shield his good name after death from his meretricious relation with an Indian woman, nor is it to be interpreted as a libel upon his own progeny.
The testator, being an unmarried man when he declared in his will that he had no children, could not possibly have had in mind any but illegitimate children. A bachelor cannot be the progenitor of any other class of children. As the appellant has brought herself within the class intended, and she being the only child reputed to the testator who fills the description of children intended by him, it furnishes ■ strong evidence of the state of the testator’s mind toward her, his only child, when he deliberately wrote into his will “I do hereby declare that I have never been married and that I have no children.” In this situation, it is a mental or psychological impossibility for the testator to have negatived in his will the paternity of his own child without that child being brought to his recollection. As soon as he wrote the clause, he immediately proceeded to make an actual, valid, and effectual gift of all his property to others. My conclusion, therefore, is
Rehearing
On Petition for Rehearing
Rehearing denied.