In Re Estate of Austin

20 N.W.2d 445, 236 Iowa 945, 162 A.L.R. 709, 1945 Iowa Sup. LEXIS 380
CourtSupreme Court of Iowa
DecidedNovember 13, 1945
DocketNo. 46729.
StatusPublished
Cited by16 cases

This text of 20 N.W.2d 445 (In Re Estate of Austin) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Austin, 20 N.W.2d 445, 236 Iowa 945, 162 A.L.R. 709, 1945 Iowa Sup. LEXIS 380 (iowa 1945).

Opinion

Garfield, J.

The facts were stipulated. William H. Austin died in September 1943. His will, made in February 1940, was probated and his widow by a second marriage (consummated in November 1940) was appointed administratrix with will annexed. By a prior marriage the testator had one daughter, Mabel Austin, who died in August 1940, unmarried and childless. Mabel’s mother died in March 1939.

Austin’s will bequeaths a life estate to Mabel, together with so much of the principal as may be necessary for her care and support, and provides that if he should marry, his wife shall receive -her distributive share in his estate as provided by the laws of Iowa. The residuary clause is a bequest of the “rest and remainder of my estate * * * to the heirs-at-law of my daughter, Mabel Austin.”

The administratrix filed application in probate for the construction of the residuary clause. William Ammons, a brother of Mabel’s mother (testator’s first wife) and her sole surviving heir, answered the application and claimed half the residuary estate on the theory that the heirs of Mabel should be determined at the death of testator. Since Mabel left no issue or spouse and her parents were dead when the will took *947 effect, William Ammons contends her heirs are to be determined, under section 12025, Code, 1939, as if her parents had outlived Mabel and died in the ownership of the residuary estate. Thus Ammons would be entitled to the half share that would have gone to Mabel’s mother had she survived her daughter; the remaining half would go to the heirs of Mabel’s father, the testator.

The administratrix contends the heirs of Mabel are to be determined at the time of her death. It is apparent that at her death the testator himself was Mabel’s sole heir. Section 12024, Code, 1939. Since the testator died before the will took effect, the administratrix argues the class was eliminated and the residuary estate passed as intestate property to the testator’s heirs. (The testator left, aside from his widow, a brother, three sisters, two nieces, and a nephew.) The trial court adopted this theory and rejected the claim-of William Ammons, who has brought this appeal.

It is apparent the principal question is the time for ascertaining who are Mabel Austin’s heirs. Technically, the heirs of a person are those upon whom the law casts the estate immediately on the death of the ancestor. Slavens v. Bailey, 222 Iowa 1091, 1095, 270 N. W. 367, and authorities there cited; 39 C. J. S. 881, 882; 69 C. J. 207, 208, section 1242; 3 Page on Wills, Lifetime Ed., section 1009. Appellee administratrix contends this is the meaning which must be given the term “heirs at law” in the will in question.

Appellant Ammons argues that this technical meaning should not be given the term “heirs at law” here because'the will did not become effective until the testator died and the time of determination of Mabel’s heirs should not precede the time when the will took effect. Much is made, too, of the incongruous result of the theory adopted by the trial court by which the testator himself became the beneficiary under the residuary clause.

For the most part, the cases cited by appellee involve a gift to a third person for life, then to his heirs, where the life tenant survives the testator, and it is held that the heirs are to be determined at the death of the life tenant and ' not the testator. Involved in such decisions is the fact that the life *948 tenant bas no heirs until he dies, since, as frequently said, no one can be heir to the living. Or, as many of such cases state, the heirs of a person cannot be ascertained until his death. It is apparent that such cases present a different situation than exists where the life tenant dies before the instrument takes effect.

Appellee concedes that if Mabel Austin had left heirs at her death, but some of them had predeceased the testator, only those who survived the testator would benefit from the residuary clause. She says:

“If, on the death of Mabel, the class had consisted of A, B, and C and on the death of her father B. and C had already died, the class would be A * * * The gift of the residuary clause is a gift to a class. That class could have included A, B, C, and D. A could have died before the testator. On the testator’s death the class would have been those who remained of A, B, C, and D, to wit, B, C, and D. ”

We hold, contrary to the trial court’s decision, that the heirs of Mabel are to be determined at the time of testator’s death, when the will took effect. There are certain widely recognized rules of construction which have some application here. A will should be so construed, if fairly possible, as to avoid even partial intestacy. Kalbach v. Clark, 133 Iowa 215, 222, 110 N. W. 599, 12 L. R. A., N. S., 801, 12 Ann. Cas. 647; Creel v. Hammans, 234 Iowa 532, 534, 13 N. W. 2d 305, 307; Myers v. Smith, 235 Iowa 385, 393, 16 N. W. 2d 628, 632, 155 A. L. R. 1413; 69 C. J. 91, section 1147. The presumption against.' intestacy is particularly strong where the subject of the gift is the residuary estate. 28 R. C. L. 227, 228, section 189. A residuary bequest is designed to dispose of that not otherwise disposed of. In re Estate of Hartman, 233 Iowa 405, 410, 9 N. W. 2d 359, 363. Another rule, closely related to the presumption against intestacy, is that if a testamentary provision is open to two constructions, one of which would render it inoperative and another which would render it valid, the latter is always to be taken and the former rejected. Jensen v. Nelson, 236 Iowa 569, 571, 19 N. W. 2d 596, 598, and authorities there cited.

*949 Of course, the primary concern of courts is to determine the intent of the testator and give it effect unless contrary to some rule of law or public policy. And the purpose of all rules of construction is merely to aid in the determination of such intent. In re Estate of Edwards, 231 Iowa 71, 72, 77, 300 N. W. 673, 674, 676, and cases cited; Smith v. Harris, 227 Iowa 127, 134, 287 N. W. 255.

Under varying circumstances, courts frequently do not apply the technical meaning of the word “heirs.” It is a flexible term and the meaning to be given it is a question of the testator’s intent. Slavens v. Bailey, supra, 222 Iowa 1091, 1095, 270 N. W. 367; Kalbach v. Clark, supra, 133 Iowa 215, 222, 110 N. W. 599, 12 L. R. A., N. S., 801, 12 Ann. Cas. 647; Furenes v. Severtson, 102 Iowa 322, 325, 71 N. W. 196; 39 C. J. S. 881, 882, 883; 69 C. J. 247, section 1268.

Appellee relies upon section 308, Restatement of the Law, Property, to the effect that when a gift is in favor of the heirs of a designated person (here Mabel Austin), the statute on intestate succession is applied as of the death of the designated ancestor, unless an intent of the testator to have the statute applied as of some other date is found from additional language or circumstances. A similar statement appears in 69 C. J. 266, section 1280. So far as we can find, in the cases which announce such a rule the designated person outlived the testator and the contention was made that the heirs of the designated person should be determined before he died — at the testator’s death. As heretofore intimated, such a contention has usually been rejected.

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20 N.W.2d 445, 236 Iowa 945, 162 A.L.R. 709, 1945 Iowa Sup. LEXIS 380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-austin-iowa-1945.