In Re Estate of Griffen

543 P.2d 245, 86 Wash. 2d 223, 1975 Wash. LEXIS 772
CourtWashington Supreme Court
DecidedDecember 11, 1975
Docket43666
StatusPublished
Cited by16 cases

This text of 543 P.2d 245 (In Re Estate of Griffen) is published on Counsel Stack Legal Research, covering Washington 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 Estate of Griffen, 543 P.2d 245, 86 Wash. 2d 223, 1975 Wash. LEXIS 772 (Wash. 1975).

Opinion

Rosellini, J.

The will of Kizzie Belle Griffen declared that she was a widow having no child or issue, included one specific bequest to her friend, Mary Hoppe, “provided she survives me,” named her stepdaughter, Willa Baughman, as executrix of her estate, and named her attorney alternate executor in the event Willa' Baughman should predecease her or be unable or unwilling to serve.

The residue of her estate was disposed of in the following paragraph:

I do give, devise and bequeath all of the rest, residue and remainder of my estate, wheresoever situated, possessed or owned by me at the time of my death, with all the remainder and remainders, reversion and reversions, together with the appurtenances thereunto belonging, unto my step-daughter, Willa Baughman, of Bridgeport, Washington, to have and to hold the same unto herself and her heirs forever.

The will made no mention of any of the testatrix’ heirs at law, all of whom were collateral.

The stepdaughter predeceased the testatrix, leaving as her sole heir an adopted daughter.

.. The executor petitioned the court for a construction of the will, inasmuch as both the heirs at law of the testatrix and the adopted daughter of the. residuary beneficiary were claiming the right to take the residue.

A court commissioner, sitting as judge pro tempore, found that the words “to have and to hold the same to herself and her heirs forever,” as used in the will, were words of limitation rather than of substitution. Conse *225 quently, he ruled that the gift of the residue lapsed and that the heirs at law of Kizzie Belle Griffen should take her entire estate.

The Court of Appeals reversed, holding that, in the context of the will, the quoted words manifested an intent that the heirs of the residuary beneficiary should take the residue in the event that the beneficiary should predecease the testatrix. In re Estate of Griff en, 12 Wn. App. 302, 529 P.2d 841 (1974). We granted the petition for review filed by the heirs at law of the testatrix.

It is undoubtedly the general rule that the words “and his heirs” attached to a testamentary gift are words of limitation and not of purchase, and that such a devise or bequest lapses upon the death of the devisee or legatee in the lifetime of the testator, unless an intention on the part of the testator that such words shall effect a substitutionary gift appears from the will itself. See the cases cited in Annots., Devise or bequest to one “or his heirs” or one “and his heirs” as affected by death of person named before death of testator, 128 A.L.R. 94 (1940) and 78 A.L.R. 992 (1932). As the annotations explain, this doctrine had its origin in the technical rule requiring a mention of heirs to pass a fee simple to real property. That rule has long been abolished by statute in most jurisdictions. 1

Since words of inheritance are no longer needed to convey a fee simple title, it has been argued that where such words are used, they are used for a different purpose, namely, to express an intent that the heirs of the named beneficiary shall take in the event he predeceases the testator. However, the courts have generally rejected this theory, reasoning that lawyers continue to use these words for the purpose of describing the estate, even though it is no longer necessary to do so.

. [1] The presumption that the testator intended only to describe the estate and not to express an intent that the' *226 heirs of the named beneficiary should take the devise or bequest in the event of the beneficiary’s predeceasing him, is not conclusive, however. Where it can be ascertained from the four corners of the will that it was intended that the gift go to the heirs of the named beneficiary under such circumstances, that intent will be given effect. In re Estate of Hoermann, 234 Wis. 130, 290 N.W. 608, 128 A.L.R. 89 (1940); In re Estate of Britt, 249 Wis. 30, 23 N.W.2d 498 (1946); In re Estate of Newby, 361 P.2d 622 (Colo. 1961) (recognizing the rule); 6 Bowe-Parker, Page on Wills § 50.8, at 75 (1962); G. Thompson, Law of Wills § 493 (1947, Supp. 1962); Annots., 128 A.L.R. supra at 95, 99; 78 A.L.R. supra at 994,1004.

This exception to the rule is in accord with the principle that the paramount duty of the court in construing a will is to give effect to the testator’s intent, a principle which we recently reemphasized in In re Estate of Riemcke, 80 Wn.2d 722, 497 P.2d 1319 (1972). As we said there, the testator’s intent must be gathered from the will as a whole; specific provisions must be construed in light of the entire document; whenever possible the actual intent of the testator should be ascertained from the language of the will itself, unaided by extrinsic facts; there is a presumption in favor of testacy and against intestacy, and the presumption is stronger where language of a residuary clause is used. We also said that while the presumption favors testacy, the court is not relieved of its obligation to construe the language of a will according to the legal effect of the words used; but that where the testator’s intent is clearly manifest from the whole will and violates no rule of public policy or positive law, technical rules of construction may not be invoked to defeat such intent. The final control-, ling principle is that where a will evidences a careful attempt to dispose of the testator’s entire estate with a view to all possible contingencies and a contingency occurs which was not contemplated, the court will give effect to the testator’s intent gathered from the instrument as a whole.

*227 Our research has uncovered only one case decided in Washington which construes words of inheritance used in a will or trust. In that case, Shufeldt v. Shufeldt, 130 Wash. 253, 227 P. 6 (1924), the testator had set up a trust and provided that upon a named event the trustee should convey a portion of the trust property to his son-in-law, “his heirs and assigns forever.” The son-in-law died before the happening of the event upon which distribution was ordered, and the residuary legatee contended that the gift had lapsed and fallen into the residue. The question was whether, under the will, the son-in-law took a vested or a contingent remainder.

Observing the rule that the court must give effect to the intent of the testator if it can be gathered from the will, the court quoted from Lemming v. Sherratt, [1835-42] All E. R. Rep. 458:

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Bluebook (online)
543 P.2d 245, 86 Wash. 2d 223, 1975 Wash. LEXIS 772, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-griffen-wash-1975.