Estate of Todd

109 P.2d 913, 17 Cal. 2d 270, 1941 Cal. LEXIS 256
CourtCalifornia Supreme Court
DecidedFebruary 3, 1941
DocketSac. 5315
StatusPublished
Cited by40 cases

This text of 109 P.2d 913 (Estate of Todd) 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 Todd, 109 P.2d 913, 17 Cal. 2d 270, 1941 Cal. LEXIS 256 (Cal. 1941).

Opinions

CARTER, J.

This is an appeal from a decree of final distribution, which distributed the entire estate of Rush B. Todd, deceased, to his surviving wife, Inez Todd, one of respondents herein. The whole of said estate was decedent’s separate property. The appellant is Ridgeway Addison Todd, a minor, the grandson of the decedent and being the son of Addison Todd, the son of decedent. Addison Todd died prior to the death of decedent. The other respondent is the executor of the estate.

The facts are undisputed. The decedent made his will on February 17, 1925, in which it was provided in part: “Paragraph Third: I hereby declare that I am married, that [272]*272my wife’s name is Inez Todd, and that I have one child living, to-wit, a son, Addison Todd. Paragraph Fifth: I hereby give, devise and bequeath all of my estate, . . . equally, share and share alike, to my said wife, Inez Todd, and my said son, Addison Todd, or to the survivor of them.” No mention of appellant, decedent’s grandson, was made in the will, he was not provided for by settlement or advancement; and it does not appear from the will that the omission was intentional.

Appellant, grandson of decedent, was born on May 7, 1931. Addison Todd, decedent’s son, died on September 28, 1935, and left appellant surviving him as his sole issue. Decedent died on May 16, 1936. The decree of distribution distributed the decedent’s entire estate to Inez Todd, his surviving wife.

Appellant urges as grounds for reversal of the decree that appellant should take one-half of the estate by virtue of section 90 of the Probate Code, and that even if he cannot prevail on that basis he is entitled to one-half the estate by reason of the death of his father, one of the legatees in the will, prior to decedent’s death, pursuant to section 92 of the Probate Code.

It is clear that if appellant comes within the terms of section 90 of the Probate Code, he is entitled to disregard the will and receive the portion of the estate allowed to him under the laws of intestate succession, which in the instant ease is one-half of decedent’s property inasmuch as it was separate property and decedent’s wife survived him. (Prob. Code, secs. 90 and 221.)

Prior to the adoption of section 90 of the Probate Code in 1931, the law concerning pretermitted heirs was embodied in sections 1306, 1307, 1308 and 1309 of the Civil Code. Section 1306 provided for inheritance by a child born after the will and provided in part: “Whenever a testator has a child born after the making of his will, either in his lifetime or after his death, and dies leaving such child unprovided for by any settlement, and neither provided for nor in any way mentioned in his will, the child succeeds to the same portion of the testator’s . . . property that he would have succeeded to if the testator had died intestate.” Section 1308 related to the sources from which a pretermitted heir’s share should come. This is now stated in section 91 of the Probate Code. Section 1309 provided that the pretermitted heir take no share [273]*273if he had an equal share by advancement. This is now embraced in section 90 of the Probate Code. The portion of section 1307 which is here particularly pertinent read: “When any testator omits to provide in his will for any of his children, or for the issue of any deceased child, unless it appears that such omission was intentional, such child, or the issue of such child, has the same share in the estate of the testator as if he had died intestate, and succeeds thereto as provided in the preceding section (1306). ...” Section 1307 was first construed in In re Barter, 86 Cal. 441 [25 Pac. 15], and it was there held that the failure of the testator to provide for his grandchild did not make such grandchild a pretermitíed heir, where the grandchild’s mother was alive at the time the will was made but died prior to the death of the testator. The decision was properly based on the ground that section 1307 made pretermitted heirs of only those grandchildren who were the issue of a child of the testator dead at the time the will was made. With section 1307 remaining unchanged, the Barter case was considered favorably in Estate of Ross, 140 Cal. 282 [73 Pac. 976], and Estate of Matthews, 176 Cal. 576 [169 Pac. 233], although the exact question involved in the Barter case was not in issue in either of those cases.

However, in 1931, sections 1306, 1307, 1308 and 1309 of the Civil Code were repealed and section 90 of the Probate Code was adopted and contains additional clauses radically changing those sections in certain respects. Section 90, the law controlling in the instant case, provides in part: ‘ ‘ When a testator omits to provide in his will for any of his children, or for the issue of any deceased child, whether born before or after the making of the will or before or after the death of the testator, . . . unless, it appears from the will that such omission was intentional, such child or such issue succeeds to the same share in the estate of the testator as if he had died intestate. ’ ’ The italicized portions are the clauses which did not appear in sections 1306 or 1307 of the Civil Code. We believe it is quite obvious that the legislature intended to change the law and the rule announced in the Barter case to provide that if the issue of a testator’s child is not provided for by the will, such issue shall succeed to a share of the estate by intestate succession the same as if no will had been made regardless of whether the testator’s child dies be[274]*274fore or after the will is made, and whether the issue of the child is born before or after the making of the will, assuming, of course, the testator’s child dies before the testator. To determine that no such change was accomplished as contended by respondents, and held by the trial court would be to render ineffective and practically meaningless the words added by the adoption of section 90. To assume that the change accomplished was limited to grandchildren born after the will was executed but whose parent was dead when the will was made, would be a strained and unreasonable construction. At the best it would make the added words fit only extremely rare instances and would be manifestly unjust as it would confer a right as a pretermitted heir on the child of a testator’s son but deny that right to a child of the testator’s daughter. This limited application of the added words as interpreted in Estate of Childs, 21 Cal. App. (2d) 103 [68 Pac. (2d) 306], is relied upon by respondents in support of the holding of the trial court. This holding is contrary to the views above expressed. In Estate of Childs, supra, it is stated, at page 105, that the only effect of the added words is: “These words might serve to give protection to a grandchild born after the execution of the will whose parent was dead at the time of its execution.” Manifestly, such a child would have received protection even under section 1307 of the Civil Code. Therefore the added words would be meaningless. But assuming such protection did not exist prior to the adoption of section 90 and that the added words gave only such protection, then that protection could never be enjoyed by the issue of a daughter of the testator because if such issue were born after the death of the testator the daughter could not have predeceased the testator, whereas the issue of a testator’s son would be protected, but even such issue to come within the protected class would be limited to those born not later than the normal period of gestation after a time just prior to the testator’s death, assuming the son died just prior to such death.

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Bluebook (online)
109 P.2d 913, 17 Cal. 2d 270, 1941 Cal. LEXIS 256, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-todd-cal-1941.