Downing v. Nicholson

115 Iowa 493
Supreme Court of Iowa·Decided January 31, 1902·Published·Cited by 24 cases

Opinion

Deemer, J.

1 2 John Nicholson died testate June 2, '1898- His will was executed May 19th of the same year. This will made certain bequests to relatives and others, and’ contained the following residuary clause: “After paying all the foregoing amounts, I give and bequeath the balance of my property to be divided equally between all my nephews and nieces.” John Downing, the applicant herein, is a son of Mary Fitzpatrick, nee Nicholson; and Mary Fitzpatrick was a daughter of Michael Nicholson, a brother of the deceased. Mrs. Fitzpatrick, applicant’s mother, died June, 15, 1883, which, as will be observed, was long prior to the time John Nicholson made his will. John Downing, wlm is a grandnephew of the deceased, claims that he is entitled to take, under the residuary clause of the will, the share his mother would have received, had she outlived the testator. This clause devises the remainder of his property to testator’s nephews and nieces as a class, and applicant is not one of that class. His claim, however, is that he is a substituted legatee, and as such is entitled to the share his mother would have received had she outlived the testator. A devise to nephews will not include grandnephews unless there be something in the context which shows that testator intended to include them, or unless there be such an ambiguity as authorizes extrinsic evidence for the purpose of showing that grandnephews were intended to be included. The case was decided by the trial court on the pleadings, and the facts we have recited are the only ones admitted [495] by tbe parties. True, something is said in the petition about the intention of the testator; but this is denied in the answer, and therefore cannot be treated as a fact in the disposition of the case. The proposition of law announced is too plain for controversy, and we need oni^}cite ini its support In re Woodward, 117 N. Y. 522 (23 N. E. Rep. 120, 7 L. R. A. 367), and cases therein cited. Applicant practically concedes this rule, but- he relies on section 3281 of the Code, which reads as follows: “If a devisee die before a testator, his heirs shall inherit the property devised to him, unless from the terms of the will a contrary intent is manifest.” The mischief this statute was enacted to cure was the common law rule to the effect that a devise to one who dies before the death of the testator lapses. McMenomy v. McMenomy, 22 Iowa, 148. Nearly every state in the Union has adopted statutes similar to this, although feiv are as comprehensive. Some of them apply only to cases where the original beneficiary was a child or other lineal descendant of the testator; some to cases where the beneficiary is a child or other relative, and dies leaving issue surviving the testator (and in some of the states of this group the statute applies only to certain classes of relatives, who are clearly pointed out by the statute); and some to all cases, no matter what relation the beneficiary is to the testator, or whether the beneficiary leaves descendants or not. See statutes and cases cited and referred to in 18 Am. & Eng. Enc. Law, pp. 755, 756, et secy The remedy for this mischief of the common law was first adopted in this-state with the Code of 1851, which was in the same language as the statute under consideration, save that in place of the word “property” the word “amount” is used. Section 2319 of the Revision is a copy of section 1287 of the Code of 1851, and this same language is carried into section 2337 of the Code of 1873. Eor more than 50 years it has been the policy of this state to prevent lapses where a devisee dies before the death of the testator; and this has [496] been done by tbe use of tbe broadest and most comprehensive language. We are now, for the first timé, called upon to determine whether or not this- section applies to a devise to a class, and, if so, whether or not it applies to such devisees when one of that class is dead at the time testator made his will; and this without the aid of other extrinsic evidence, save such as identifies the persons belonging to the class, and identifies the. claimant as a grandnephew of the testator. On entering this field, we, as usual, find -quite a number of conflicting decisions, and are again reminded that it seems almost impossible to write a statute in language so clear that it may not be the subject of controversy.

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Downing v. Nicholson, 115 Iowa 493 (iowa 1902).

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