In Re Estate of Sullivan

88 P.2d 225, 31 Cal. App. 2d 527, 1939 Cal. App. LEXIS 671
California Court of Appeal·Decided March 20, 1939·No. Civ. 10941·Published·Cited by 8 cases

Opinion

TYLER, P. J.

This is an appeal from a first and final account and order of final distribution. The sole question presented is the construction to be given the terms of a will. The decedent executed his will October 25, 1928. Thereafter, on September 9, 1930, Ralph Timothy Sullivan was born. The decedent, after making provision for a nephew and niece, devised the residue of his estate, share and share alike, among four kindred, one of whom was appellant’s father Ralph Timothy Sullivan. The father died December 27, 1929, and deceased testator on April 21, 1937.

It was contended by the administratrix at the hearing on distribution that section 92 of the Probate Code would not apply to permit the appellant to succeed to the share of the estate his father would have received had he survived the testator. It was contended by the appellant that section 92 would apply, thereby entitling him to receive his father’s devise by right of representation. The trial court concluded that the devise in question was one to a class and ordered distribution to the surviving members as residual devisees. The pertinent portion of the will in question reads as follows:

“FIFTH: All the rest, residue and remainder of my property real and personal, and wheresoever situate, I give, devise and bequeath, share and share alike to the following: My sister, ANGELA MAY PENDERGAST, formerly ANGELA MAY SULLIVAN; my sister, CLAIRE JOSEPHINE HARDING, formerly CLAIRE JOSEPHINE SULLIVAN; my brother, VINCENT MATTHEW SULLIVAN, and my brother, RALPH TIMOTHY SULLIVAN.
“SIXTH: I have intentionally omitted by brother, ARTHUR J. SULLIVAN, for reasons which he himself will understand; I have intentionally omitted all my heirs who *529 are not particularly mentioned herein, and I hereby generally and specifically disinherit each, any and all persons who may make any claim to any portion of my estate, and to such person or persons I hereby give and bequeath the sum of One Dollar ($1.00) and no more, in lieu of any other share or interest in my estate.”
Section 92 of the Probate Code provides as follows: “If a devisee or legatee dies during the lifetime of the testator, the testamentary disposition to him fails, unless an intention appears to substitute another in his place; except that when any estate is devised or bequeathed to any kindred of the testator, and the devisee or legatee dies before the testator, leaving lineal descendents, or is dead at the time the will is executed, but leaves lineal descendents surviving the testator, such descendants take the estate so given by the will in the same maimer as the devisee or legatee would have done had he survived the testator.”

Unless, therefore, the gift is to a class, as held by the trial court, the decree of distribution must be reversed. If words, which, standing alone, would be effectual to create a class, are followed by equally operative words of devise to devisees by name and in definite proportions, the law infers from the designation by name and mention of the share each is to take, that the devisees are to take individually and as tenants in common, and that the descriptive portion of the clause is intended merely as a matter of identification. (Estate of Murphy, 157 Cal. 63 [106 Pac. 230, 137 Am. St. Rep. 110].) The rule or presumption is that the gift is not one to a class where the will designates the takers by name, or identifies them by their number; and this inference will be given effect in the absence of anything to show a contrary intention. Thus, where property is expressed to be given to four named devisees, the survivors do not take the share of one who predeceased the testator. Nor does the rule in avoidance of intestacy overcome the presumption that the devisees or legatees were intended to take as individuals and not as a class. (Estate of Pence, 117 Cal. App. 323 [4 Pac. (2d) 202].)

Here there is nothing on the face of the devise indicating any uncertainty in the number of persons who are to take the property, or that they are to be ascertained at a *530 future time, or that the share of the residuary estate which the devisees are ultimately to have is to be determined by the number of those who survive the testator. In fact it is not only quite apparent that under the rule this devise cannot be said to contain any of the elements which would characterize a gift to a class, but the plain impression which one receives by reading the above portion of the will is that the testator intended to give to each individual an equal portion of his estate.

It is expressly held in Estate of Hittell, 141 Cal. 432 [75 Pac. 53], that where the will of a deceased person bequeaths all of his real and personal property to two devisees named, no joint tenancy is created or devise made to a class, with any right of survivorship, but the will creates a tenancy-in common in the devisees; and where one of the devisees named dies prior to the death of the testator the bequest to such devisee lapses, and the half-interest devised to such person should be distributed to the heirs at law of the testator.

Respondent argues that the testator had figured out a complete scheme for the disposition of his estate. She urges that., having left one nephew and one niece specific bequests, and eliminated appellant herein, who is also a nephew, he thereby intended to leave Mm no portion of his estate. Appellant, however, was not born until nearly two years after the will was executed, and no change was made by the testator in his will.

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In Re Estate of Sullivan, 88 P.2d 225, 31 Cal. App. 2d 527, 1939 Cal. App. LEXIS 671 (Cal. Ct. App. 1939).

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