Estate of Briggs

199 P. 822, 186 Cal. 351, 1921 Cal. LEXIS 452
CourtCalifornia Supreme Court
DecidedJune 25, 1921
DocketL. A. No. 6614.
StatusPublished
Cited by11 cases

This text of 199 P. 822 (Estate of Briggs) 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
Estate of Briggs, 199 P. 822, 186 Cal. 351, 1921 Cal. LEXIS 452 (Cal. 1921).

Opinions

LAWLOR, J.

This is an appeal by certain legatees of Hortense E. Briggs, deceased, from an order granting the petition of Charles T. Briggs, another legatee, for partial distribution.

Decedent died leaving a will in which she made certain bequests. The balance of her estate was left to her two adult sons, the said Charles T. Briggs and Fordyce W. Briggs, under the following clause, which constituted the fourth paragraph of the will:

“The balance of my estate I bequeath to my two sons Charles T. Briggs of Corona and Fordyce W. Briggs of Santa Ana, to be equally divided between them—• In the event my son Charles dies without issue I desire one-half his portion to revert to my son Fordyce W. Briggs and one-half to be equally divided between my Great Grandchildren.”

The will was admitted to probate. In due course the said Charles T. Briggs petitioned the court for partial distribution to him absolutely of certain property of the estate under the said fourth paragraph of the will. The petition was granted and this appeal is taken from the order. The sole question presented on appeal is the proper construction of the said fourth paragraph of the will.

The contention of appellants is thus stated: “The fourth paragraph gives respondent a fee in half of the residuum of the property, but the gift over creates a conditional limitation on that fee, making the same a base or limited fee, subject to be terminated upon respondent’s death without issue, and upon such termination the property vests in appel *353 lant Fordyee W. Briggs, and in the great grandchildren of the testatrix living at the date of such termination.”

Respondent contends in effect that this is a misinterpretation of the fourth paragraph which, he insists, is to be read as two separate clauses. He claims that by this paragraph he is given an equal portion and an equal interest in the estate with Fordyee W. Briggs, and that on the death of the testatrix he took an undivided one-half of the estate in fee simple absolute. In support of this position he argues, first, that it was the intention of the testatrix that he should have an equal undivided one-half interest in the fee simple with Fordyee, and that she clearly states this intention in the first clause of the paragraph; second, that the second clause of the paragraph is contradictory, inconsistent, and repugnant to the first, and cannot be given effect because it is in opposition to the fee plainly given in the first clause ; third, that the first clause of the paragraph is a clear devise and bequest, that the second clause is not equally clear and distinct, and that the first clause cannot be affected by inference or argument from other parts of the will, or by parts not equally clear and distinct—the second clause is indistinct because of the uncertainty of the meaning of the words “desire” and “revert,” and the uncertainty of what would be meant by “his portion” which would have to be paid over to the other legatees in case Charles should die childless; fourth, that the second clause is precatory and not mandatory; and, fifth, that the second clause is substitutive—that the gift over was intended as a substitutionary scheme in case the precedent gift to Charles lapsed; in other words, the expression “dies without issue” refers only to his death in the lifetime of the testatrix.

For the purposes of his brief respondent divides the paragraph into two clauses which he designates as “Clause 1” and “Clause 2,” respectively. It is upon this segregation of the paragraph that respondent bases his interpretation of the will. He claims that it was the intention of the testatrix he should have an equal estate in fee simple with Fordyee under the first clause, and that the second would not cut down the estate given by the first.

[1] In our opinion, when the entire paragraph is considered together it becomes plain that the intention of the testatrix was that Charles should take his share subject to *354 the condition that if he died childless it should go to Fordyee and the other appellants. Respondent’s contention that the first clause shows the intention of the testatrix to be to give him a fee simple absolute ignores the rule that the intention must be gathered from a construction of the entire will. (Adams v. Prather, 176 Cal. 33, [167 Pac. 534]; Colton v. Colton, 127 U. S. 300, [32 L. Ed. 138, 8 Sup. Ct. Rep. 1164, see, also, Rose’s U. S. Notes].) In interpreting a will all the parts are to be construed in relation to each other and so as, if possible, to form one consistent whole. (Civ. Code, see. 1321.) It is unquestioned that, considered by itself, the first clause would show an intention to vest the fee to one-half of the residuum in Charles absolutely, but it is equally plain that the addition of the second clause shows the testatrix intended to limit the estate. This view finds support in the surrounding circumstances. Charles was fifty-five years of age and Fordyee was three years younger. Both were married. Fordyee had living children and grandchildren. Charles had been married about sixteen years and was childless. Considering these circumstances it might naturally follow that by the language used the testatrix intended to keep the residuum among her lineal descendants. Respondent argues that because she entertained feelings of equal affection for her two sons and always treated them alike in property matters, she intended to treat them alike in all respects at her death. She did provide that they should equally enjoy her bounty during their lives. The only difference was that she denied Charles the right to make testamentary disposition of the said property, but only if he died childless. It seems to us that the apparent intention to keep the residuum among her lineal descendants can account, as no other fact or circumstance does, for this distinction. Proceeding upon this theory the intention we have deduced from the will naturally follows. In our opinion the testatrix intended that the half of the residuum given to Charles was conditional upon his leaving children.

In support of his contention that the second clause is repugnant to the first, in that it is contradictory and inconsistent, respondent argues that the testatrix by the first clause created an absolute estate; that the second clause in cutting dowm the estate becomes repugnant to the first clause which creates it absolutely. We think the effect of the *355 second clause is not to cut down an absolute estate which may have been created by the first, but merely expresses one phase of her testamentary intention. Neither clause is complete within itself, but together they create a limited fee. The language employed clearly expresses the intention of the testatrix that Charles should take a fee in the property subject to a limitation or condition, and is not open to any other construction.

[2] Nor is the expression of the testatrix’s intention contained in the second clause open to the objection that it is not “clear and distinct.” In Estate of Tooley, 170 Cal. 164, [Ann. Cas. 1917B, 516, 149 Pac.

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Bluebook (online)
199 P. 822, 186 Cal. 351, 1921 Cal. LEXIS 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-briggs-cal-1921.