Estate of Minor

211 P. 807, 59 Cal. App. 616, 1922 Cal. App. LEXIS 183
CourtCalifornia Court of Appeal
DecidedNovember 14, 1922
DocketCiv. No. 4075.
StatusPublished
Cited by2 cases

This text of 211 P. 807 (Estate of Minor) 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
Estate of Minor, 211 P. 807, 59 Cal. App. 616, 1922 Cal. App. LEXIS 183 (Cal. Ct. App. 1922).

Opinion

CONREY, P. J.

Appeal from decree of distribution. The questions presented for discussion require an interpretation of the residuary clause in the will of the decedent. The estate consists of both real and personal property, all situated in the state of California.

On the second day of April, 1898, when the will was made, the decedent, Mary T. Minor, was the widow of Samuel Minor, deceased. All of the estate came to her from him, under his will. At the date when Mrs. Minor’s will *617 was made there were living two sisters of Samuel Minor, whose names were Mary M. Huxley and Emily J. Benham. His two brothers, John B. Minor and Henry Minor, died prior to April 2, 1898. John B. Minor left, him surviving, a son, John B. Minor. Henry Minor left, him surviving, three daughters. Mary T. Minor died January ,31, 1906, leaving no surviving husband nor any descendant. Emily J. Benham died June 7, 1904, leaving no surviving husband nor any descendant. Mary M. Huxley died December 2, 1904, leaving two children.

[1] The will of Mary T. Minor, after disposing of part of her estate by certain provisions, contains in the third paragraph of the will the following: “2nd. The remainder I give, devise and bequeath as follows: To each of the following named persons as may be living at my decease, their heirs and assigns respectively,—my husband’s sister, Mary Huxley, now of Watcrbury, Conn., my husband’s sister, Emily J. Benham, now of Woodbury, Conn.,—my husband’s nephew, John B. Minor, now of Plainville, Conn.,—the children of my husband’s deceased brother, Henry Minor.”

Applying to the foregoing clause of the will the ■ facts hereinabove stated, the court by its decree awarded all of the residue of the estate to the descendants of John B. Minor, deceased, and Henry Minor, deceased, and excluded therefrom the descendants of said Mary M. Huxley. Appellants are the heirs at law of Mary M. Huxley and the administratrix of the estate of her deceased son Edward.

The matter in dispute was submitted to the superior court on an agreed statement of facts in which the legal questions at issue were thus stated: “Question has arisen under the will of said Mary T. Minor by reason of the death of said Mary M. Huxley prior to the death of said Mary T. Minor, whether the heirs and next of kin of Mary M. Huxley took under the second subdivision of the third clause of the third paragraph of the said will, and likewise whether the interest which would have passed to Emily J. Benham, "had. she survived the testatrix, passed to her heirs and next of kin, or whether the said share bequeathed to Emily J. Benham lapsed, by reason of her death prior to the death of the testatrix', Mary T. Minor. Question has further arisen under the same second subdivision of the third clause of the third paragraph of the will whether the children of Henry *618 Minor took thereunder per capita or rper stirpes, that is, whether said Mary J. Buell, Emily L. Minor and Julia B. Esterly each were given a share equal to that given to said John B. Minor, or all together were given a share equal to that given to said John B. Minor, and concerning the consequent results on the division of the residue of this estate of Mary T. Minor.”

The parties joined in submitting these questions to the court for its decision and construction of the will. On the first of the questions thus submitted the court determined that the heirs or next of kin of Mary M. Huxley were not entitled to take any share in the estate. On this appeal they claim that the court erred in so deciding.

Concerning the personal relations existing between the testatrix and her husband’s relatives, the statement of facts says: “At the time of making her said will, Mrs. Mary T. Minor had but comparatively slight personal acquaintance with her husband’s relatives, they residing chiefly in the east, and she in California. Prior to her death, however, Mrs. Emily J. Benham spent several months with Mrs. Mary T. Minor but Mrs. Minor had no personal intimate acquaintance with any other of the surviving members of her husband’s family.”

Appellants direct attention to the rule of construction of wills that in order to enable the court to place itself- in the position of the testator, evidence of all the circumstances surrounding him at the time he wrote Ms will is permissible to aid in its construction. They argue that the fact that she used the words “their heirs and assigns respectively” immediately following the words “to each of the following named persons as may be living at my decease,” shows that the testatrix had in mind the contingency that one or more of these persons named by her as legatees might not be living when the will should take effect; that it was in her mind to treat all of the relatives of her late husband alike; that' having expressly provided for the then living nephews and nieces whose parents had died, she at the same time made equal provision for the two sisters of her late husband who were then living; but that having in mind the possibility that issue would survive these two sisters, she inserted the words, “their heirs and assigns respectively,” for the purpose of providing for the successors of these two *619 sisters if they, or either of them, should die before the time of death of the testatrix.

The construction contended for by appellants requires that the word “or” be implied before the words “their heirs and assigns respectively,” and that thereupon the phrase be construed as one whereby the heirs of Mrs. Huxley (upon her death prior to the death of the testatrix) would be substituted for Mrs. Huxley. In support of this position they refer to certain decisions which, they insist, are in line with this contention. (Wren v. Hynes, 2 Met. (Ky.) 129; Ebey et al. v. Adams, 135 Ill. 80 [10 L. R. A. 162, 25 N. E. 1013]; In re Paton, 111 N. Y. 480 [18 N. E. 625]; Keay v Boulton, 25 Ch. Div. (Eng.) 212; Wingfield v. Wingfield, 9 Ch. Div. (Eng.) 658; King v. Cleaveland, 4 De Gex & J. (Eng.) 477; In re Philp’s Will (Eng.), L. R. 7 Eq. 151.) But in order to adopt this view we would find it necessary to eliminate the phrase “as may be living at my decease.” In effect, we are asked to reconstruct the sentence, so that it -will read, ‘ ‘ to each of the following named persons . . . or their heirs and assigns respectively.”

This we cannot" reasonably do. The elimination or addition of words in a will, for purposes of construction, is not permitted except where that is necessary for the purpose of removing some ambiguity in the testator’s expression of intention. “The words of a will are to receive an interpretation which will give to every expression some effect, rather than one which will render any of the expressions inoperative.” (Civ. Code, sec. 1325.) It is only by giving to the words “their heirs and assigns” their usual meaning, expressive of an intention to pass the fee, or the entire ownership, to the named donees, that those words are consistent, with the gift as made to each of the persons named “as are living at my decease.”

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Bluebook (online)
211 P. 807, 59 Cal. App. 616, 1922 Cal. App. LEXIS 183, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-minor-calctapp-1922.