Garcia v. Ortiz

34 P.2d 667, 38 N.M. 383
CourtNew Mexico Supreme Court
DecidedJune 25, 1934
DocketNo. 3927
StatusPublished

This text of 34 P.2d 667 (Garcia v. Ortiz) is published on Counsel Stack Legal Research, covering New Mexico Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Garcia v. Ortiz, 34 P.2d 667, 38 N.M. 383 (N.M. 1934).

Opinion

ZINN, Justice.

Francisco Vigil died intestate. He left surviving him a widow (his second wife) and four children by his first wife.' Pedro Ortiz, the appellee, as the surviving husband of Soledad V. de Ortiz, a deceased daughter of Vigil, claimed the share of the estate that Soledad would have inherited if she had outlived her father, pursuant to the provisions of Comp. St. 1929, § 38-108. Soledad died in April, 1906, leaving surviving her the said Pedro Ortiz, her husband, and an infant daughter, which infant daughter died in July or August, 1906.

The appellant, Cesarita V. de Garcia, one of the children of'the deceased, objected to the claim. The probate court decreed in favor of appellee. An appeal was prosecuted to the district court, where judgment was again entered in favor of appellee, from which latter judgment, the case is brought here on appeal.

Comp. St. 1929 § 38-108, is as follows: “38-108. Inheritance by grandchildren If any one of the children of the intestate be dead, the heirs of such child shall inherit his share in accordance with the rules herein prescribed in the same manner as though such child had outlived his parents.”

Appellant contends that the phrase “the heirs of such child” means “child, children and descendants” of one who dies intestate and that Pedro Ortiz, the husband, is not an heir within the meaning of the above statute, • and cannot inherit his deceased wife’s share in the same manner as if she had outlived her parent.

Tim appellee on the other hand, contends that a literal interpretation of the term “the heirs of such child” would include him as an heir, as the surviving husband of Soledad who would have inherited her share as ■though she had outlived her parent.

True, descent and distribution of property in this state is regulated by statute, and by statute a husband and wife can be heirs to each other (Teopfer v. Kaeufer, 12 N. M. 372, 78 P. 53, 67 L. R. A. 315), and a literal interpretation of the provision of our statute under consideration might lead us to the same conclusion reached by the trial court. Nevertheless, the fundamental rule in construing statutes is to ascertain and give effect to the intention of the Legislature. To ascertain the intended purpose of the act we are not bound to a strict interpretation of the letter of the act if such strict interpretation defeats the intended object. As was said by the Supreme Court of the United States, in a very recent case decided May 28, 1934: “The rule that, where the statute contains no ambiguity, it must be taken literally and given effect according to its language, is a sound one not to be put aside to avoid hardships that may sometimes result from giving effect to the legislative purpose. Com’r of Immigration v. Gottlieb, 265 U. S. 310, 313, 44 S. Ct. 528, 68 L. Ed. 1031; Bate Refrigerating Co. v. Sulzberger, 157 U. S. 1, 37, 15 S. Ct. 508, 39 L. Ed. 601. But the expounding of a statutory provision strictly according to the letter without regard to other parts of the act and legislative history would often defeat the object intended to be accomplished.” Guy T. Helvering, Commissioner of Internal Revenue, v. New York Trust Co., 54 S. Ct. 806, 808, 78 L. Ed. -.

A review of the legislative history of section 3S-10S leads us to the conclusion that ' the term “the heirs of such child,” as found in section 3S-108, is limited in its meaning to “direct heirs,” “heirs of the body,” or, as contended for by the appellant, “grandchildren.”

Let us view section 38-108, in its original setting. It is to be found as section 21 (subsection 1412 thereof) of chapter 90, Session Laws of 1889. Subsection 1412 and its important companion sections, appearing as subsections 1411 to 1416 of said section 21, disclose some interesting facts. With the exception of the surviving spouse of a mate just deceased, the inheritance runs the full length of the blood stream, first descending then ascending, seeking an heir of the blood before casting itself to the heirs of the deceased spouse, or becoming escheat.

The various sections each in its order present progressive alternatives in the search for such an heir. The estate subject to inheritance being identified by subsection 1411 passes one-fourth to the surviving husband or wife, and the remainder in equal shares to the children of decedent.

By subsection 1412 (now Comp. St. 1929, § 38-108) if any one of the children of the intestate be dead, such child is in contemplation of law deemed to have outlived the intestate, for the purpose of receiving and transmitting its share of the inheritance to the “heirs” of such child, whosoever may be contemplated by that term as here employed.

Subsection 1413 (now Comp. St. 1929, § 38-109), the very next section, furnishes the key to the meaning of the word “heirs” as used in subsection 1412. “If the intestate leave no issue” can only mean “if the intestate leave no children or their descendants.” The Legislature is now directing how the inheritance shall pass if the course of' descent ordered by subsection 1412 for any reason fails. Necessarily, the phrase “if the intestate leave no issue” speaks as of the date of the intestate’s death. We cannot import into subsection 1413 the fictional resurrection of a deceased child and consider him alive at intestate’s death. Certainly an intestate dying without lineal descendants, however many children may have predeceased him or her, dies “leaving no issue.” Subsection 1413 speaks of facts as they actually exist at intestate’s death, and not of a fictional existence at such time of a predeceased child which itself died without issue. The Legislature itself then has interpreted for us what it meant when it used the phrase “heirs of such child” in subsection 1412, viz., “direct heirs,” “heirs of the body,” or borrowing the Legislature’s own term, “issue.” We cannot consider the spouse of the deceased child, “issue,” within the meaning of said section. The surviving husband of the deceased child in the instant ease could by no stretch of the imagination be deemed such.

Let us assume that Soledad was the sole offspring of Francisco Vigil’s first marriage, both she and her only child, the intestate’s grandchild, having predeceased intestate, his death literally and truly fulfills the condition prerequisite to casting heirship under subsection 1413, viz., “if the intestate leave no issue.” The entire estate would then pass to his surviving wife; none of it to the appellee, because he is not the “issue” contemplated by subsection 1413 of the statute.

True that the provisions of subsection 1413 do not come into play and become operative until heirship fails under subsection 1412; yet the language of subsection 1413 discloses a contemplated failure of the inheritance under subsection 1412. This is found in the first phrase of subsection 1413, “If the intestate leave no issue.” We can readily give to the word “heirs” in subsection 1412 the meaning “direct heirs” or “heirs of the body,” and the language of the two sections is then harmonized and the true legislative intent is readily discovered.

The act of 1852 (section 1432, C. L.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bate Refrigerating Co. v. Sulzberger
157 U.S. 1 (Supreme Court, 1895)
Helvering v. New York Trust Co.
292 U.S. 455 (Supreme Court, 1934)
McMenomy v. McMenomy
22 Iowa 148 (Supreme Court of Iowa, 1867)
Journell v. Leighton
49 Iowa 601 (Supreme Court of Iowa, 1878)
Will of Overdieck
50 Iowa 244 (Supreme Court of Iowa, 1878)
Leonard v. Lining
11 N.W. 623 (Supreme Court of Iowa, 1882)
Schultz v. Schultz
183 Iowa 920 (Supreme Court of Iowa, 1918)
Murphy v. Murphy
190 Iowa 874 (Supreme Court of Iowa, 1920)

Cite This Page — Counsel Stack

Bluebook (online)
34 P.2d 667, 38 N.M. 383, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garcia-v-ortiz-nm-1934.