In re Atwood's Estate

45 P. 1036, 14 Utah 1, 1896 Utah LEXIS 56
CourtUtah Supreme Court
DecidedJuly 18, 1896
DocketNo. 690
StatusPublished
Cited by11 cases

This text of 45 P. 1036 (In re Atwood's Estate) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Atwood's Estate, 45 P. 1036, 14 Utah 1, 1896 Utah LEXIS 56 (Utah 1896).

Opinion

Zane, C. J.:

It appears from the evidence in this record that the late Millen Atwood, of Salt Lake county, made his last will on the 30th day of September, 1890, in which he devised all his real estate, and bequeathed all his personal property remaining after the payment of his just debts and his funeral expenses, to his wife, Belief C. Atwood, and to his three children, Millen M. Atwood, Abbie Ange-nette Sermon, and Bosalie Esther Kelch; and that he died on the 7th day of December, of-the same year, possessed of real and personal property ; and that his widow, Belief, and his children named, are still living. It also appears that the will was duly probated, and that Florence Atwood, by her guardian, filed her petition in the office of the clerk of the probate court of said county on the 30th day of March, 1892, in which she alleged, with other facts, that she-was of the age of 15 years; that she was a daughter and heir at law of the testator; that he omitted to provide for her in his will; and that it did not appear that such omission was intentional. Upon final distribution of the estate, she prayed that the same portion thereof might be awarded to her that she would have succeeded to if the testator had died intestate. The executors, devisees, and legatees named .in the will filed an answer to the petition, denying all its material allegations. This is an appeal from-a decree granting the prayer of the above petition.-

The principal question presented upon this appeal for our consideration and decision arises upon the ruling of the lower court excluding declarations of the testator made before, about the time of, and after, he executed [6]*6bis will, offered to prove that tbe omission to provide for tbe petitioner, Florence Atwood, therein, was intentional. Tbe petitioner bases her claims upon section 2677, Comp. Laws Utah 1888, viz.: “When any testator omits to provide in bis will for any of bis children, or for tbe issue of any deceased child, unless it appears that such omission was intentional, such child, or the issue of such child, must have the same share of tbe estate of tbe testator as if he had died intestate, and succeeds thereto as provided in the preceding section.” The meaning of this section is clear. It declares, in effect, that tbe intent not to provide for a child, or tbe issue of one, shall not be inferred from the omission to make such provision in his will though be expressly gives all his estate to heirs or other persons named. The statute presumes that be did not intend to omit to provide for a child not named, unless it otherwise appears that he did. The statute presumes that the omission was from mental incapacity, or from inadvertence or mistake. The presumption of a want of intention is contrary to the intent which the language of the will expresses, viz.: to give all bis estate to the persons named. If, in construing the language of tbe will in tbe light of all the circumstances under which it was made, tbe court can say it provides for the child, the statute has no application. On the contrary, if, after construing its language under all such circumstances, the lower court can say the child is omitted, the statute does apply, and raises the presumption that the omission was not intentional. The petitioner insists that the intention not to provide, as well as the omission to provide, must appear from the language of the instrument; while the appellants claim that the intent to omit may be shown by parol evidence. The statute does not say from what the intention to omit shall appear. The phrase, “unless it appears that such omission [7]*7was intentional,” must be held to signify that the intent to omit must appear according 'to- the rules of evidence, not contrary to them; but the statute does not indicate the means by which such intent must appear. As a part ■of the science of the law, rules have been established by which to determine the competency, the relevancy, and the materiality of evidence offered to prove or disprove disputed facts. Such facts can only be established in courts of justice by such means as the rules of evidence permit.

The language of the testator’s will gives his entire estate, after the payment of his debts, to his wife-and the three children named. No mention or reference to any other heir is made in it. While' it is true that no reference is made in the will to the petitioner, Florence, and ' that there is evidence tending to prove that she was not the testator’s child, in pur opinion the weight of the evidence supports the finding of the trial court that she was his daughter. The law quoted above raises the presumption, from the absence of any reference to her in the will, that the omission was not intentional; but the presumption is not conclusive, and it may be overcome by legitimate evidence. It is to overcome this presumption that evidence is admissible in the first instance and after-wards to support it. So that the evidence is not admitted to aid the lower court in the construction of the will. It is admitted solely to rebut the presumption which the law raises. It is admitted for the sole purpose of rebutting a prima facie presumption raised by the statute, contrary to the intent which the language of the will expresses. The statute presumes that the testator ■did not mean what he said, while the evidence offered says he did. Taylor, in his work on Evidence, distinguishes the rule regulating the admisión of parol evidence to rebut legal presumptions from those excluding [8]*8such testimony to aid the court in the construction of wills or contracts, as follows: “With the view of clearly understanding the subject under discussion, it is essential to distinguish between mere legal presumptions and rules of construction, because, while the former may be rebutted, and, if rebutted, supported also by parol evidence, no evidence can be received on either side if the court, by construction, can arrive at a conclusion respecting the meaning of the instrument.” 2 Tayl. Ev. § 1231. The statute quoted does not state a rule of construction, but a rule of presumption. It does not contradict or vary the language of the will or its meaning. It is offered to show that the testator meant what his language expressed. The evidence is offered to rebut the presumption which the statute raises that he did not mean what he said.

In the discussion of the rules respecting the admission of extrinsic evidence as to wills, Abbott says: “The considerations to which I have adverted, however, it will be seen, do not militate against evidence impeaching or disproving the validity of the testamentary act nor, on the other hand, against evidence tending to show that the intention was really just what it expressed on the face of the will.” Abb. Tr. Ev. p. 132. We are of the opinion that the presumption raised by the statute, that the omission by á testator to provide for any of his children was not intentional, may be rebutted by extrinsic evidence, whether of declarations of the testator, or collateral facts showing the intention of the testator to have been that which the language of the will expresses. Tayl. Ev. pp. 1043-1046; 1 G-reenl. Ev. § 209. The law was so determined by the supreme court of the late territory of Utah, under a statute substantially the same as the one quoted above, in the case of Coulam v. Doull, 4 Utah, 267, and affirmed by the supreme court of the [9]*9United States (133 U. S. 216). The same doctrine is announced in Converse v. Wales, 4 Allen 512. Lorioux v. Keller, 5 Iowa 196; Wilson v. Fosket, 6 Metc.

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

Related

Estate of Wind v. Wind
178 P.2d 731 (Washington Supreme Court, 1947)
In Re Newell's Estate &8212 Newell v. Bradley
5 P.2d 230 (Utah Supreme Court, 1931)
Keller v. Reichert
189 N.W. 690 (North Dakota Supreme Court, 1922)
Whitby v. Motz
145 N.W. 623 (Supreme Court of Minnesota, 1914)
Schultz v. Schultz
125 N.W. 555 (North Dakota Supreme Court, 1910)
Hedderich v. Hedderich
123 N.W. 276 (North Dakota Supreme Court, 1909)
Miller v. Livingstone
88 P. 338 (Utah Supreme Court, 1906)
Campbell v. Campbell
87 P. 573 (California Supreme Court, 1906)
Short v. Bullion-Beck & Champion Mining Co.
45 L.R.A. 603 (Utah Supreme Court, 1899)
Clawson v. Wallace
52 P. 9 (Utah Supreme Court, 1898)
Hennefer v. Hays
47 P. 90 (Utah Supreme Court, 1896)

Cite This Page — Counsel Stack

Bluebook (online)
45 P. 1036, 14 Utah 1, 1896 Utah LEXIS 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-atwoods-estate-utah-1896.