Benson v. Benson

194 N.W. 766, 156 Minn. 366, 1923 Minn. LEXIS 548
CourtSupreme Court of Minnesota
DecidedJuly 20, 1923
DocketNo. 23,502
StatusPublished
Cited by14 cases

This text of 194 N.W. 766 (Benson v. Benson) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Benson v. Benson, 194 N.W. 766, 156 Minn. 366, 1923 Minn. LEXIS 548 (Mich. 1923).

Opinion

Stone, J.

On June 25, 1920, Atle H. Fretheim died; and in due course there .was admitted to probate his will, executed on June 7, 1909. It consisted of the following: (1) A direction to the executors to pay debts and funeral expenses; (2) these words: “After the payment of such funeral expenses and debts, I give, devise and bequeath to my legal heirs according as the law provides;” and (3) the appoint- . meht of two executors and the revocation of “all former wills.”

The deceased left, him surviving, neither wife nor children, father nor mother, brother nor sister. He had had 5 brothers and sisters. When the will was made, 3 were living, 2 sisters having died some 2 years before. The others died after the will was made but before the passing of the testator. All the brothers and sisters left children. In each of 3 of the families, there are 3 children. In another, there are 5. Ingeborg Bell, one of the sisters, now deceased, left 14 children, all of whom are living. Certain of the nieces and nephews have died, some with, and some without, children.

The probate court distributed the estate to the 28 surviving nieces and nephews per capita. On appeal to the.district court . there were 2 decisions, one by Judge Meighen, on the day before his [368]*368term 'of office expired. He affirmed the probate court as to the proceeds of real estate. But as to personal property, for reasons hereinafter considered, he determined that the nieces and nephews, and children of deceased nieces and nephews, should take per stirpes. Judge Meighen was succeeded in office by Judge Peterson, before whom the matter came on motions for amended findings or a new trial. It was his opinion that the entire estate should go to the nieces and nephews and the children of deceased nieces and nephews, per stirpes — under the statute of descent in force when the will was made, although by amendment the per capita rule was in effect at the testator’s death. The heirs of Ingeborg Bell, by appeal from Judge Peterson’s order denying a new trial (after he had amended the findings to conform with his views), bring the case here for review.

It is first contended that the will is too indefinite to operate as a testamentary disposition of property. The case has proceeded thus far upon the theory that its efficacy is beyond question. It is too late now for the appellants to adopt a new and wholly inconsistent theory. But, passing that,' we have no difficulty in concluding that the will, though unusual as to form, is a valid testamentary disposition of the property, and all of the property, of the testator. He selected the executors who were to distribute his estate, and revoked “all former wills.” It does not change the character of the will as such that his entire property is given to those who would take in case of intestacy. That the testator intended to distribute all his property to his “legal heirs according as the law provides,” is clear.

Judge Meighen was not required to give “serious consideration to the question of whether the testator intended by the language in his will to incorporate, by reference, the then existing law.” He decided the case upon the assumption that, as the case was presented to him, the law in effect at the date of the death of the testator would control, and devoted his attention to the construction of that law. It is necessary, therefore, to consider the statute as it stood in 1907, when the will was made, and the changes that have taken place since.

[369]*369When the will was drawn, the statute of descent was sections 3648-3658, R. L. 1905. Subdivision 5 of section 3648 was, so far as is now material, as follows: “If the intestate leaves neither issue, spouse, father, mother, brother nor sister, nor living issue of any deceased irother or sister, his estate shall descend to his next of kin in equal degree.” The clause here italicised was not in our law before the revision of 1905. (See subdivision 6 of section 4471, G. S. 1894). Its effect was dealt with in Swenson v. Lewison, 135 Minn. 145, 160 N. W. 253. It was stricken out, and the old law restored, by chapter 272, p. 410, Laws 1917, whereby subdivision 5 of section 7238, G. S. 1913 (subdivision 5, § 3648, R. L. 1905 or rather that part of it above quoted), was amended to read: “If the intestate leaves neither issue, spouse, father, mother, brother nor sister, his estate shall descend to his next kin in equal degree.” In other words, under the law as it stood before the 1917 amendment, the per capita rule did not take effect while there was living issue of any deceased brother or sister. Consequently, nieces and nephews always took per stb-pes and not per capita. The amendment advanced the taking effect of the per capita rule to the death of tlie last brother or sister, and provided that then nieces and nephews, as “next kin” of decedent, should take the entire estate per capita, whereas before they took, as issue of decedent’s brothers and sisters per stirpes.

It was the opinion of Judge Meighen that, because the 1917 law referred to and amended expressly only the old statute concerning real estate, it did not touch at all the one concerning personal property. His view was that when a statute adopts a part or all of another statute, by specific and descriptive reference, such adoption takes the statute as it exists at that time; and subsequent amendments, or a repeal of the adopted statute, have no effect on the adopting statute. That is an unquestioned rule, but not to be applied where the clear legislative intention is to the contrary. In our opinion it does not apply to the statutes now under consideration.

The common law notion of the distinction, for purposes of descent and distribution, between real and personal property, was discarded [370]*370here in territorial days. By subdivision 6 of section 1, of chapter 55, R. S. 1851, the residue of personal property was “distributed in the same proportion, and to the same persons, and for the same purposes, as prescribed for the descent and disposition of the real estate,” except that the widow took the same as a child. From that time to the present, the legislature has never indicated any notion of having personal descend, in the main, by any different rule than real property, unless in 1917 it was done in the very negative manner of omitting to amend expressly the then section concerning personal property, as well as the one concerning- real estate, the latter being expressly amended as already indicated. The long continued and firmly settled policy of the state was in question, and notwithstanding the general rule above stated, concerning amendment by reference and adoption, it is clear that the legislative intent was to continue, for both real estate and personal property, the same rule of descent. It is inconceivable that the legislature deliberately chose different methods for the distribution of real and personal property in just one of the many situations covered by the statute, and left the rule the same in all the others.

This conclusion is put beyond question by the title of the act of 1917, which is: “An act to amend section 7238, General Statutes 1913, of the state of Minnesota, relating to the descent of real and personal property.”

Chapter 173, p. 229, Laws 1921, has nothing to do with the case.

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Cite This Page — Counsel Stack

Bluebook (online)
194 N.W. 766, 156 Minn. 366, 1923 Minn. LEXIS 548, Counsel Stack Legal Research, https://law.counselstack.com/opinion/benson-v-benson-minn-1923.