Clark v. Oxner

190 Cal. 278
CourtCalifornia Supreme Court
DecidedJanuary 5, 1923
DocketS. F. No. 10167
StatusPublished

This text of 190 Cal. 278 (Clark v. Oxner) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clark v. Oxner, 190 Cal. 278 (Cal. 1923).

Opinion

LAWLOR, J.

This is a proceeding in the nature of an action to determine heirship, under section 1664 of the Code of Civil Procedure, in the matter of the estate of Charles M. Belshaw, deceased, who died on November 23, 1919. A testamentary disposition of all his property to his first wife having failed because of her death before his own, his estate is to be distributed according to the rules of succession applicable to cases of intestacy.

Mortimer W. Belshaw, decedent’s father, died April 28, 1898, and his estate was distributed one-half to his wife, Jane E. Belshaw, and one-half to decedent. Jane E. Belshaw died June 26, 1900, whereupon the property she had inherited from Mortimer W. Belshaw also passed to decedent.

The sixteen plaintiffs and defendant Burton J. Oxner are second cousins of decedent, in the sixth degree of relationship to him. They are descendants of three sisters and two brothers of Conrad Oxner, decedent’s maternal grandfather.* Defendant Violetta H. Purchase, formerly Violetta Belshaw, is a half-sister of Mortimer W. Belshaw, decedent’s father. She is a daughter of Mortimer W. Belshaw’s father by a second wife and is in the third degree of relationship to decedent. The other ten defendants are descendants of two sisters of Mary Rhodes, decedent’s paternal grand[280]*280mother, who was the mother of Mortimer W. Belshaw, but not of Violetta H. Purchase. These defendants are cousins of decedent in the fifth, sixth and seventh degree of relationship.

The trial court found that “defendant Violetta H. Purchase is a kindred of the third degree to Charles Mortimer Belshaw, deceased, on the paternal side and that said Violetta H. Purchase is the sole heir at law of said Charles Mortimer Belshaw, deceased. ’ ’ From judgment entered pursuant thereto plaintiffs and all the defendants except Violetta PI. Purchase appeal.

It is conceded by all the parties that the distribution of the estate is to be governed by subdivision 5 of section 1386 of the Civil Code, which provides: “If the decedent leaves neither issue, husband, wife, father, mother, brother, nor sister, the estate must go to the next of kin, in equal degree, excepting that, when there are two or more collateral kindred, in equal degree, but claiming through different ancestors, those who claim through the nearest ancestor must be preferred to those claiming through an ancestor more remote. ’ ’ The principal question presented on this appeal is whether respondent, Violetta H. Purchase, being a half-sister of decedent’s father, is precluded, under section 1394 of the Civil Code, from inheriting that portion of decedent’s estate which came to him from his mother. That section is as follows: “Kindred of the half blood inherit equally with those of the whole blood in the same degree, unless the inheritance come to the intestate by descent, devise, or gift of some one of his ancestors, in which case all those who are not of the blood of such ancestors must be excluded from such inheritance.” Violetta H. Purchase is not of the blood of decedent’s mother, Jane E. Belshaw.

Appellants contend the second clause of section 1394, the portion following the word “unless,” applies to all eases wherein next of kin of the half blood claim the property which has come to a decedent from an ancestor not of the blood of the claimants and that its effect is to exclude such kindred from the inheritance. Respondent’s position is that the second clause is operative only when there are kindred of the whole blood of the same degree [281]*281as the kindred of the half blood and that kindred of the half blood inherit such property in preference to those of the whole blood of more remote degree.

Estate of Smith, 131 Cal. 433 [82 Am. St. Rep. 358, 63 Pac. 729], is cited by respondent as determining this proposition in her favor. In that case the deceased, who died intestate, inherited the property distributed from her father. She left surviving her, her husband and two half-sisters on the mother’s side. It was decided the half-sisters were entitled to share the estate with the husband under the provisions of subdivision two of section 1386 of the Civil Code. The court held that the word “unless” should be given the same meaning as “except” and that the last clause “can, therefore, apply only to the class described in the first, or, in other words, to the class from which it constitutes an exception, which is, kindred ‘in the same degree’ ” and that “The effect of the provision is therefore simply to subdivide each of the classes as determined by degree of relationship into two classes, namely, those of the full and those of the half blood, and in each class to postpone the latter to the former.”

Appellants insist the decision in that case should not be followed for the reason that it placed a wrong interpretation on section 1394, and it is further claimed the remarks concerning that section were oh iter dicta. Exhaustive arguments are presented for the purpose of showing wherein the court erred in arriving at the conclusion therein announced, it being contended by appellants that the natural and ordinary meaning of section 1394 is that it should apply to all cases where estates are claimed by kindred of the half blood; that the second clause contains a declaration of a general policy of exclusion of the half blood from ancestral property and not a rule to be applied to an unusual state of facts1, as when there are kindred of the half blood and whole blood in the same degree; that the construction contended for by appellants is in harmony with the provisions of the statute regulating succession wherever attention is given to the source of a decedent’s title, such as subdivisions six and seven of section 1386; that the construction placed on the section by respondent limits the application of the second clause to cases where there [282]*282.are kindred of the whole blood and of the half blood in the same degree, without a corresponding limitation of the first clause, that is, it allows kindred of the half blood to inherit the property in the first place without the existence of others of the whole blood in the same degree. It is stated that “Wherever the first clause of section 1394 authorizes the half blood to take, the second clause excludes the half blood not of the blood of the ancestor from taking ancestral property” and that respondent’s “only hope is that the first clause enables- her to take as next of kin without limitation, and that a restricted application be given to the second clause confining it to the next of kin ‘in the same degree.’ ”

After a careful consideration we are of the opinion we must adhere to the decision in Estate of Smith, supra. It may first be said the statements therein construing section 1394 were not obiter dicta. It was necessary in that case to determine whether section 1394 excluded all kindred of the half blood not of the blood of the ancestor from inheriting ancestral property, for if such were its effect, the half-sisters of the decedent in that case would have received nothing, notwithstanding they were within a class mentioned in section 1386 as entitled to inherit. In order to decide whether or not it had such an effect, the court was required to interpret the section in order to determine whether it applied in that case.

The court there adopted the interpretation placed upon similar statutes- by the supreme court of Michigan in Ryan v. Andrews, 21 Mich. 229, 234; Rowley v. Stray, 32 Mich. 70, and by that of Indiana in Robertson v. Burrell, 40 Ind. 328, 336.

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Bluebook (online)
190 Cal. 278, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clark-v-oxner-cal-1923.