In re Estate of De Bernede

4 Coffey 486
CourtSuperior Court of California, County of San Francisco
DecidedApril 30, 1895
DocketNo. 15,116
StatusPublished

This text of 4 Coffey 486 (In re Estate of De Bernede) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco 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 De Bernede, 4 Coffey 486 (Cal. Super. Ct. 1895).

Opinion

COFFEY, J.

Application by Edward J. Le Breton, as executor, for distribution to ten nephews and nieces and two grandnephews and two grandnieces, all the “lineal descendants” of three predeceased sisters, in accordance with the provisions of the will or of the statute of distribution as the court' may determine to be the law in the premises.

The decedent left a will bequeathing all his estate to his three sisters, naming them, “in equal parts.”

The executor’s petition alleged, and the proofs on the hearing established, that at the date of the will all of testator’s [487]*487three sisters were deceased, and had been dead from four to six years respectively, before the execution of the will.

The question, therefore, is whether “the testamentary disposition” to the three sisters fails or lapsed (Civ. Code, 1343), or whether the provisions of section 1310 of the Civil Code applies.

The section reads as follows:

“1310. When any estate is devised to any child or other relation of the testator, and the devisee dies before the testator, leaving lineal descendants, such descendants take all estate so given by the will, in the same manner as the devisee would have done, had he survived the testator.”

(a) The section is a continuation of the statute of 1850, page 179, section 20: See Estate of Pfuelb, 48 Cal. 643, 644.

(b) This provision of our law is intended as an exception, in favor of “relations,” to the well-known testamentary doctrine of lapse which is still preserved: Civ. Code, sec. 1313.

(c) Does the statute extend to the case of a disposition in favor of a “relation” who was dead at the time of the making of the will?

It has been held that such a case is not one of lapse, but of a devise void ab initio: Lindsay v. Pleasants, 4 Ired. Eq. (N. C.) 320, 322. See, also, 2 Woerner’s Law of Administration, sec. 435, end of page 940.

The distinction as a matter of technical legal differentiation is appreciable (although Mr. Jarman does not mention it: Jarmain’s Law of Wills, c. 11), but do the precedents or our statute uphold its legal consequences? It must be admitted that the strict grammatical reading of the language of our code would incline one to say that the words, viz., “and the devisee dies before the testator, ’ ’ implies the original existence of a devisee as well as a testator, which could not be predicated of one dead at the making of the will. But, on the other hand, it might be argued that as a will does not take effect until the death of the testator, the words of our code “dies before the testator” could properly be construed so as to include death at any time “before the testator.” Indeed, this would seem to be the true theory of the “doctrine of lapse,” as stated by that accepted authority, Mr. Jarman (1 Jarman [488]*488on Wills, star p. 338), who lays the foundation of his discussion upon the following statement: “The liability of a testamentary gift to failure by reason of the decease of its object in the testator’s lifetime is a necessary consequence of the ambulatory nature of wills; which, not taking effect until the death of the testator, can communicate no benefit to persons who previously die; in like manner as a deed cannot operate in favor of those who are dead at the time of its execution. ’ ’

Another consideration that must be attended to in the construction of this section is that its character is that of a remedial statute, as to which statutes the “mischief” previously existing and intended to be remedied is controlling in case of any doubt or ambiguity.

Statutes precisely similar have been so characterized and treated.

It is a matter of English juridical history that the doctrine of lapse, so far as it affected the immediate issue of a testator, was considered to be a disappointment of the testator’s intention; that in all cases where a legacy or devise was made in favor of a child the testator naturally presumed, or would have expressly provided had the rule of law been called to his attention, that if that child should die before himself, leaving issue, such issue Would stand in the parent’s place.

To remedy this unwitting disappointment of testators was the purpose and object of such statutes as our section 1310, Civil Code; and even without the doctrine of remedial statutes (a rule superfluous in California,'it would seem: Civ. Code, sec 4), our code gives the rule that “Its provisions are to be liberally construed with a view to effect its objects, and to promote justice”: Civ. Code, sec. 4.

As to whether a child in fact died before or after the making of the will, no difference as to the testator’s intention could be predicated in a -case where the testator supposed that the child was living at the date of his will; a presumption that would have to be indulged, in the absence of evidence, from the mere fact of the express gift by the testator.

Our statute extends the doctrine to “a child or other relation of the testator”; and whatever intendments, legal or [489]*489natural, would be applicable in favor of a child, must also be applied in the case of every “other relation of the testator.”

(d) Coming to precedents upon the express point raised in the case at bar, we find that their uniformity would overrule any hesitation that could arise if this were a case of novel impression.

Statutes in avoidance of the doctrine of lapse exist in most of the states of this country, some of them being more restricted than our Civil Code, section 1310, e. g., confining the rule to the case of legatees who are children or descendants; while others are broader than our code provision, and do not limit the rule to even a “relation,” but extend it to all legatees and devisees: See 2 Woerner’s Law of Administration, sec. 435, pp. 938, 940; 1 Jarman on Wills, Big. ed., star pp. 338, n. 1, and 351, n. 1; 2 Jarman on Wills, Rand. & T. ed., pp. 638, 639, in note; Hawkins on Wills, 2d Am. ed., star p. 68, in n. 2.

In Randolph and Talcott’s American edition of Jarman on Wills, the editors state that the American statutes are a reenactment of the Victorian statute of 1838; but this is not universally true, for the original statutes in Maine and Massachusetts were passed as early as the year 1784: See Nutter v. Vickery, 64 Me. 490.

In most, if not all, of these statutes the language presents the same grammatical peculiarity as our own statute, of apparently referring in the future tense to the death of the legatee or devisee, which we have discussed hereinbefore: See 60 Barb. 598; counsel’s argument at pp. 605-607.

These statutes, and the various questions which have arisen under them, are succinctly but accurately set forth, with the notation of the reported cases, in the valuable and learned treatise of Judge Woerner, quoted above (2 Woerner’s Law of Administration, sec. 435). And the precise point to be decided here is thus stated by the author (end of page 940) : “Although the terms of the statute may refer to the death of the legatee after the making of a will, it is generally construed as including also cases where the legatee was dead at the time of its execution; but it is held in North Carolina that [490]*490a legacy to a person dead at the time of the execution of the will, being void ab initio, is not aided by the statute.”

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Related

Nutter v. Vickery
64 Me. 490 (Supreme Judicial Court of Maine, 1874)
Norris v. Hensley
27 Cal. 439 (California Supreme Court, 1865)
Jewell v. Jewell
28 Cal. 232 (California Supreme Court, 1865)
In re Estate of Pfuelb
48 Cal. 643 (California Supreme Court, 1874)
De Laurencel v. De Boom
7 P. 758 (California Supreme Court, 1885)
Barnes v. Huson
60 Barb. 598 (New York Supreme Court, 1871)
Minter's Appeal
40 Pa. 111 (Supreme Court of Pennsylvania, 1861)

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Bluebook (online)
4 Coffey 486, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-de-bernede-calsuppctsf-1895.