In Re Hartwig's Estate

211 P.2d 399, 70 Idaho 77, 1949 Ida. LEXIS 283
CourtIdaho Supreme Court
DecidedNovember 10, 1949
DocketNo. 7581.
StatusPublished
Cited by7 cases

This text of 211 P.2d 399 (In Re Hartwig's Estate) is published on Counsel Stack Legal Research, covering Idaho 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 Hartwig's Estate, 211 P.2d 399, 70 Idaho 77, 1949 Ida. LEXIS 283 (Idaho 1949).

Opinion

The testator by the plain provisions of his will only disposed of his part of the community property and thereby confined the residue referred to in paragraph 11 thereof to that portion remaining after specific bequests were paid. 69 C.J. p. 422; Davis v. Davis, 62 Ohio St. 411, 57 N.E. 317, 319, 78 Am.St.Rep. 725; Stewart v. Purget, Ohio App., 45 N.E.2d 792; In re Alabones Estate, 75 N.J.Eq. 527, 72 A. 427; Blankenbaker v. Early, 132 Va. 408,112 S.E. 599; Roy v. Monroe, 47 N.J.Eq. 356, 20 A. 481, 484.

The testator, having restricted the residuary clause to the balance of his half of the community property, died intestate as to the other half of the community property which he subsequently inherited from his wife. Sledd v. Rickman, 192 Ky. 823,234 S.W. 610; Powers v. Burke, 194 Ky. 796, 241 S.W. 53, 54; Verhalen v. Klein, Tex.Civ. App., 268 S.W. 975, 977; Jones v. Brown, 151 Va. 622,144 S.E. 620; Oglesbee v. Miller, 111 Ohio St. 426,145 N.E. 846; In re May's Estate, 135 Minn. 299, 160 N.W. 790; Rasmusson v. Unknown Wife of Hoge, 293 Ill. 101, 127 N.E. 356, 360. A will speaks as of the date of the death of the testator, and operates upon property legally and equitably belonging to the testator at the time of death, unless the contrary manifestly appears by the will to have been the intention of the testator. Idaho Code, § 14-325; In re Chamberlain's Estate, 56 Cal.App.2d 458,132 P.2d 488; Hill v. Hill, 1931, 37 Ariz. 406, 294 P. 831; Re Ingram (1918) 42 Ont.L.Rep. 95, digested 75 A.L.R. 491; 57 Am.Jr. 795 (Wills, § 1209); 69 C.J. 126-129 (Wills, § 1168); Anno., When will deemed to cover after acquired property, 75 A.L.R. 474, 489-507. *Page 79 Herman Hartwig and Bertha Hartwig were husband and wife. Ten children were born to them. All survived their father and mother. November 24, 1939, Herman Hartwig, then eighty years of age, executed his will. November 30, 1940, Bertha Hartwig died intestate. Herman Hartwig died testate April 4, 1942. His will was admitted to probate May 2, 1942, in the probate court of Lewis County. March 5, 1945, a decree was rendered and entered in that court construing the will and distributing an undivided one-twentieth interest to each of the ten Hartwig children, representing one-half of the estate. The other half, after deduction of specific bequests, was distributed to Lydia Warren, a daughter, and Frank Hartwig, a son. On appeal to the district court the decree of the probate court was reversed; and the probate court was directed, after payment of specific bequests, to distribute the entire estate to Lydia Warren and Frank Hartwig. The appeal to this court is from the judgment and decree of the district court.

The appeal involves the construction of certain provisions of said will. Paragraph 2 reads: "I give, devise and bequeath to my beloved wife Bertha Hartwig an undivided one half interest in my estate, being her community interest therein."

Paragraphs 3, 4, 5 and 6 give $1.00 each to four of the children. Paragraphs 7, 8, 9 and 10 give $100 each to four of his sons named therein. Paragraph 11 reads: "All the rest, residue and remainder of my said estate, I give, devise and bequeath to my daughter Lydia Warren, of Emmet —, Idaho, and my son Frank Hartwig, of Klamath Falls, Oregon, to have and to hold, share and share alike."

Appellants contend the will itself discloses the testator was dealing only with his half of the community property; that he restricted the disposition of his property to his own half interest therein; that he did not anticipate the death of his wife prior to his; that, as to the half interest which he later acquired upon his wife's death, he died intestate; and that the residuary clause in the will referred only to his own half interest in the community property which would be left after payment of the specific bequests contained in paragraphs 3 to 10, inclusive.

It does not appear to be contended by appellants that the provision of paragraph 2 of the will constitutes a bequest. It is merely a recognition by the testator that under the community property law, the wife owned an undivided one-half interest in the community property.

Under the common law, personal property acquired after the making of a will, passes under the will unless a manifest intention to the contrary is disclosed by the will. After-acquired real estate, under common law, did not pass under a will. This matter is discussed in 57 Am.Jur., pp. 796-797 in pars. 1210-1211, as follows: *Page 80

"It has always been agreed that, as to personal property, a will speaks as of the death of the testator; both at common law and under modern statutes personal property acquired by the testator after the execution of his will passes thereunder, unless a contrary intention clearly appears. A general residuary clause, for example, or a general disposition of `all my personal property' or `all my personal estate' will operate to pass any personal property acquired by the testator after the execution of his will. Even specific bequests have sometimes been held to carry after-acquired property. Of course, the will may contain language indicating the testator's intention, which will control the result."

* * * * * *
"While the common law has always regarded wills of personal property as speaking as of the time of the death of the testator, and as passing after-acquired property unless a contrary intent appears, it was long the established rule, both in England and in this country, that a testamentary disposition of real property spoke as of the time of the execution of the will and not as of the time of the death of the testator. The original Statute of Wills (32 Hen. VIII, c. 1) giving testamentary power over legal title to lands throughout England, did not apply to realty acquired by the testator after the execution of the will, and consequently the rule was well settled at common law and under the earlier wills acts that a will, in so far as it involved real property, spoke as of the time of its execution and did not operate to pass land subsequently acquired. * * * This rule has been changed by statute in England and in most American states, so as to sweep away completely the distinction between bequests of personalty and devises of real property and make a will speak from the date of the testator's death and convey after-acquired real estate as well as after-acquired personalty, in the absence of any different intention evidenced in the will."

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Bluebook (online)
211 P.2d 399, 70 Idaho 77, 1949 Ida. LEXIS 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-hartwigs-estate-idaho-1949.