Estate of Langdon

4 Coffey 357
CourtSuperior Court of California, County of San Francisco
DecidedApril 20, 1899
DocketNo. 12,346
StatusPublished

This text of 4 Coffey 357 (Estate of Langdon) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Langdon, 4 Coffey 357 (Cal. Super. Ct. 1899).

Opinion

COFFEY, J.

The final account' of the executors herein and the petition for final distribution of the estate were submitted together. Ellen Ivers, Robert F. Mullins and James Mullins filed exceptions to the final account, and an answer to the petition for distribution. On the hearing, the executors presented a supplemental account of their transactions since the date of the final account. No éxceptions were taken to the supplemental account.

The only exception to the account relied on at the hearing was as to an alleged indebtedness of the ten thousand dollars from. Margaret Irvine to the deceased. The evidence as to this alleged indebtedness is conflicting; but it is not necessary to make any finding on the subject. The estate is not in debt' and is ready for final distribution, and the indebtedness, if it existed, could be distributed with the residue of the estate, and therefore would constitute no ground for refusing to settle the account. Moreover, as hereinafter stated, the parties excepting have no interest in the estate, and their exceptions cannot be considered by the court.

The answer to the petition for distribution does not deny any of the facts alleged in the petition; but takes issue as to the construction of the will insisted on by petitioners.

The question involved is as to the construction of the residuary clause—it being contended by the petitioners that the persons named in that clause take as a class, and that' the survivors therefore take the whole; while the heirs contend that the residue of the estate was left to those persons individually and not as a class; that t'he share given to Fred [358]*358Byrne lapsed by his death during the testatrix’s lifetime, and that as to that amount the deceased died intestate.

As the testatrix clearly evinced her intention to dispose of her whole estate, the will should, if reasonably possible, be so construed as to avoid an intestacy as to any portion of her property.

The true construction of the residuary clause is that the testatrix devised and bequeathed the residue of her estate to the children of her sister, Margaret Irvine, as a class, and that the property therefore vests in the survivors of that class.

To each of her .three brothers, two of whom are contestants here, the testatrix bequeathed the sum of five dollars ($5). This was equivalent to words of express disinheritance. To her sister, Ellen Ivers, contestant here, she left a sum, in trúst, however, for her son, and made no provision for her. This likewise amounts to an express disinheritance. To her sister Kate Fitzgerald, who does not oppose the petition, she left six thousand dollars ($6,000). Her only other sister, Margaret Irvine, is not mentioned in the will. The persons named in the residuary clause are the sons of Margaret Irvine, and are described by the testatrix as her nephews.

It would seem clear from these circumstances; that in the mind of the testatrix her relatives were divided into classes. Her brothers she treated ás a class to whom she intended to give no part of her estate. She intended to give nothing to Ellen Ivers, placing her son in her stead. For her sister Kate Fitzgerald she made a special provision. In grouping together the children of Margaret Irvine, the testatrix evidently thought of them as the children of their mother, and therefore as constituting a class by themselves. According to the authorities, the gift to them must' therefore be held to have been made to them in that capacity, and especially so as the plain intention of the testatrix would be defeated by giving any portion of her estate to these contestants.

An order will therefore be made settling and allowing the final account as presented, and granting thé petition for distribution.

[359]*359The Estate of Langdon was before the supreme court in 129 Cal. 451, 62 Pac. 73.

DEVISES AND BEQUESTS TO PERSONS CONSTITUTING A CLASS.

A Testamentary Gift to a Class Includes every person answering the description at the testator’s death; but when the possession is postponed- to a future period, it includes also all persons coming within the description before the time to which possession is postponed. This is the rule declared by statute in many states. Where a gift is made simply to two or more individuals, then it is not a “class,” within the meaning of the word as here used. But it sometimes occurs that the will names both the individuals and the class, in which case courts may experience some difSculty in determining whether the gift is to the individuals or to the class. Prima facie, however, a gift to a number of persons designated by name, and further described by reference to a class to which they belong, is deemed a distributive gift, rather than a gift to a class. Hence, if one of the beneficiaries dies before the testator, there is no right of survivorship to the others. A child conceived before, but not born until after, the testator’s death, or any other period when a disposition to a class vests in right or in possession, takes, if answering to the description of the class: 1 Boss on Probate Law and Practice, 89, 90.

Generally speaking, a gift to a number of persons not named, but answering a general description, is a gift to them as a class. What persons constitute the class is to be ascertained when the time comes at which the gift takes effect: Delinger’s Estate, 170 Pa. 104, 32 Atl. 573. Care must be taken to observe whether a gift is in reality one to a class, or whether it is to specific persons or sets of persons though designated by some general name, as “children.” “In legal language, the question whether a gift is one to a class depends not upon these considerations, but upon the mode of gift itself, namely, that it is a gift of an aggregate sum to a body of persons uncertain in number at the time of the gift, to be ascertained at a future time, and who are all to take in equal or in some other definite proportions, the share of each being dependent for its amount upon the ultimate number of persons”: 1 Jarman on Wills, 232.

Survivorship in a class is usually construed with reference to the death of the testator, so as to give the representatives of such of the class as die after the testator the right to a share of the devise or bequest to the class: Mowatt v. Carow, 7 Paige, 328, 32 Am. Dec. 641. If the gift is immediate, this is necessarily so. If the gift is contingent, -survivorship is reckoned from the happening of the contingency. If the gift is vested, with payment postponed until a future time, survivorship dates from the death of the testator, but members of the class born after the death of the testator and prior to the time of distribution may share.

[360]*360Where the Gift is Immediate—that is, to take effect in possession immediately on the testator’s death—all children living at the testator’s death take to the exclusion of those "born afterward. This rule is well settled, and arises from the presumption that a will speaks from the death of the testator: Biggs v. McCarty, 86 Ind. 352, 44 Am. Rep. 320; Worcester v. Worcester, 101 Mass. 128; Viner v. Francis, 2 Cox, 190; Wood v. McGuire, 15 Ga. 202; Ingraham v. Ingraham, 169 Ill. 432, 48 N. E. 561, 49 N. E. 320, and the principal case. A devise to children generally, not limited to any particular period, includes those children only who are living at the death of the testator, the gift being considered an immediate one: Thompson v. Garwood, 3 Whart. 287, 31 Am. Dec. 502; Loockerman v. McBlair, 6 Gill, 177, 46 Am. Dec. 664; Womack v. Smith, 11 Humph.

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Bluebook (online)
4 Coffey 357, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-langdon-calsuppctsf-1899.