Burnett v. Burnett

109 P.2d 26, 42 Cal. App. 2d 427, 1941 Cal. App. LEXIS 1270
CourtCalifornia Court of Appeal
DecidedJanuary 13, 1941
DocketCiv. 2908
StatusPublished
Cited by3 cases

This text of 109 P.2d 26 (Burnett v. Burnett) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burnett v. Burnett, 109 P.2d 26, 42 Cal. App. 2d 427, 1941 Cal. App. LEXIS 1270 (Cal. Ct. App. 1941).

Opinion

KLETTE, J., pro tem.

This is an appeal taken ijy Lucena Burnett, widow of deceased, and by Robert B. Gaylord and Robert B. Gaylord, Jr., her assignees, from an order settling final account and directing distribution of the above-entitled estate. W. I. Burnett died August 5, 1929, at the age of eighty-five. He was survived by his widow, Lucena Burnett, four sons, a daughter, and two grandchildren, who were children of a deceased son. After his death three wills were found, the last of which was as follows:

“Tulare
May 5, 192
“This is my last will and testament
“I have deded to my wife lots 14 & 15 in block 135 one half interest in same also one half interest in lots 21 & 22 on block 70 all in Tulare the other half to my ayers G. 0. Burnett Grace Rosson C L Burnett Roy Burnett C. M. Burnett also Anne & A H Burnett Junior and all other property to be divided equally beteen my wife and ayers mentioned in this will
“ W. I. Burnett
“May 5 1927”

This is the third appeal which has been taken from the proceedings had in this estate, the other two having passed upon questions not involved in this appeal. (See Estate of Burnett, 6 Cal. App. (2d) 116 [44 Pac. (2d) 435]; Estate of Burnett, 11 Cal. (2d) 259 [79 Pac. (2d) 89].)

The decree of distribution made under the last will, dated May 5, 1927, distributes to Robert B. Gaylord and Robert B. Gaylord, Jr., as assignees of the widow, % of the estate, and *429 to the four sons, one daughter, and two grandchildren, each % of the estate.

It is the contention of the appellants that they, as assignees of the widow, were entitled to receive and have distributed to them Yz of the estate. This claim they base upon the use of the word “between" in the will, which they contend imports a division of the estate into two equal parts, one for the widow, and the other for the named heirs; that, had the testator intended that the widow, and each of the heirs, should receive an equal Ys share, he would have used the word “among”, instead of the word “between".

Respective counsel, in their briefs, assume that the testator meant “between", when he used the word “beteen", and that he meant “heirs", when he used the word “ayers". The court will accept these meanings of these words as correct.

There can be no question, that in its grammatical sense, the preposition “between” is used when applied to two things, or to two groups of things, and that when more than two are referred to, the word “among" is more properly used. But this is not necessarily controlling.

Section 101 of the Probate Code provides: “A will is to be construed according to the intention of the testator." It therefore becomes the duty of the court to determine what the real intention of the testator was.

Appellants, in their brief, have referred to, and have quoted from a number of cases in other jurisdictions, but do not cite any California case. We believe that several California cases are decisive in this matter.

In Estate of Morrison, 138 Cal. 401 [71 Pac. 453], the will provided that the residue of the estate was “to be divided between my sister, Mrs. Wann, and her daughters and my brother, Edward Stettinius". It was contended by Stettinius, that he was entitled to Y2 of the estate, and that the other half was to go to Mrs. Wann and her two daughters. The Probate Court, however, gave each 14, which decree was upheld by the Supreme Court. The Supreme Court here says :

“As applied to persons and things, the word ‘between’ primarily refers to two, though Webster gives ‘among’ as a synonym, and in a large number of cases the word is used in wills where a per capita devise or legacy was to more than two. As to the weight to be given to the word ‘between’, it *430 was said in Haskell v. Sargent, 113 Mass. 341, 343: ‘ The use of the word between, strictly implying but two parties to the division, is a slight circumstance favoring the construction to which we incline, though not of much weight in itself independently of the other considerations mentioned. ’ ”

In Estate of Fisk, 182 Cal. 238 [187 Pac. 958), the provisions of the will were very similar to these being here considered. In determining the effect of the word “between”, the Supreme Court said:

“Giving to the word ‘between’ all the etymological significance to which it is justly entitled, that word alone is hardly sufficient to determine the question involved in the case. We turn, therefore, to a more complete analysis of the clause, the interpretation of which is here involved. ’ ’

In interpreting wills, and in determining whether the beneficiaries of the will receive their share individually, or as a class, the courts have laid great stress on the question as to whether the beneficiaries are named both as a class, and as individuals. If they are named individually, then they share equally, share and share alike.

This matter was discussed in Estate of Murphy, 157 Cal. 63 [106 Pac. 230, 137 Am. St. Rep. 110). In this estate, the Supreme Court, in reversing a decree of distribution which distributed the estate to the nieces and nephews, as a class, said:

“But assuming, however, that the language used in the clause in question is capable of two different legal meanings resulting from the testator devising his estate to the four children of his late sister, followed by other words of express devise to each of the children by name and in equal proportions, still this mention of them by name and a devise to them in equal shares will control the description of them as children of his deceased sister. If words, which, standing alone, would be effectual to create a class, are followed by equally operative words of devise to devisees by name and in definite proportions, the law infers from the designation by name and mention of the share each is to take, that the devisees are to take individually and as tenants in common and that the descriptive portion of the clause (children of a deceased sister) is intended merely as matter of identification.”

After considering certain evidence taken, the Supreme Court says further:

*431 “We are still remitted to the application of the general rule that when in a devise a class and individuals are both mentioned and nothing appears from other clauses of the will or extraneous evidence requiring a different construction, the devise will be construed as one to devisees individually and not to them collectively—to them as tenants in common and not to them as survivors of a class.”

Referring again to Estate of Fisk, supra, the Supreme Court says:

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Bluebook (online)
109 P.2d 26, 42 Cal. App. 2d 427, 1941 Cal. App. LEXIS 1270, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burnett-v-burnett-calctapp-1941.