In Re Phillips' Estate

74 P.2d 1015, 193 Wash. 194
CourtWashington Supreme Court
DecidedJanuary 6, 1938
DocketNo. 26751. Department Two.
StatusPublished
Cited by42 cases

This text of 74 P.2d 1015 (In Re Phillips' Estate) 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 Phillips' Estate, 74 P.2d 1015, 193 Wash. 194 (Wash. 1938).

Opinion

Steinert, C. J.

This action was brought by the mother and guardian of four minor children to have an undivided one-fifth interest in the estate of the children’s paternal grandmother set over to them as pretermitted heirs. From a decree denying the petition and simultaneously distributing the whole estate in accordance with the provisions of the will of the deceased, the guardian has appealed.

On October 7, 1925, Rachel Jane Phillips, the grandmother, executed a nonintervention will, the pertinent provisions of which, so far as this action is concerned, read as follows:

“Third: I have in mind my five children, Robert Hugh Phillips, age 35 years; Silas Ward Phillips, age 33 years; Eugene Claten Phillips, age 31 years; David Benton Phillips, age 29 years; and Georgia Frances Phillips, age 21 years, and make no provision as to them, knowing that my said husband, who is their father, will deal justly with them.
“All the remainder of my property and estate, both real and personal, of every kind and description and *196 wheresoever situate, I give, devise and bequeath to my husband, Virgil S. Phillips, of Cheney, Washington.”

At the time of the execution of her will, Rachel Jane Phillips and her husband, the respondent herein, had five children, the same being the persons designated in the paragraph just quoted. At that time, Silas Ward Phillips, one of the children named in the will, was married to appellant herein and had one child; three other children were subsequently born to him and appellant. Silas Ward Phillips died intestate on July 26, 1929, survived by his wife and their four minor children.

Rachel Jane Phillips died April 16, 1936, without having made any change in her will. Thereafter, the will was admitted to probate and an order was entered appointing respondent executor. On August 24, 1936, appellant, as guardian of the four minor children, filed the petition on which this action is based. The decree denying the petition was rendered February 18, 1937.

The assignments of error involve the construction of Rem. Rev. Stat., § 1402 [P. C. § 10029], which reads as follows:

“If any person make his last will and die leaving a child or children or descendants of such child or children not named or provided for in such will, although born after the making of such will or the death of the testator, every such testator, as to such child or children not named or provided for, shall be deemed to die intestate, and such child or children or their descendants shall be entitled to such proportion of the estate of the testator, real and personal, as if he had died intestate, and the same shall be assigned to them, and all the other heirs, devisees and legatees shall refund their proportional part.” (Italics ours.)

*197 The ultimate question to be decided on this appeal is whether, by reason of the facts stated and the provisions of Rem. Rev. Stat., § 1402, the four minor children of Silas Ward Phillips are to be deemed preter-mitted heirs of Rachel Jane Phillips and therefore entitled to share in her estate.

In the construction of wills, it is a fundamental rule, enforced by statute and consistently followed by this court, that it is the duty of the courts to ascertain, if possible, from the terms of the will itself, the true intent of the testator and give it effect if legally permissible. Rem. Rev. Stat., § 1415 [P. C. § 10042]; Shufeldt v. Shufeldt, 130 Wash. 253, 227 Pac. 6; In re Hart’s Estate, 150 Wash. 482, 273 Pac. 735; In re Tiemens’ Estate, 152 Wash. 82, 277 Pac. 385, 68 A. L. R. 753; O’Shaughnessy v. Brooks, 153 Wash. 247, 279 Pac. 591; In re Long’s Estate, 190 Wash. 196, 67 P. (2d) 331.

It is also the rule that, while the will speaks as of the date of the death of the testator, the intention of the testator is to be determined as of the time of the execution of the will. Peiffer v. Old Nat. Bank & Union Trust Co., 166 Wash. 1, 6 P. (2d) 386; In re McNulta’s Estate, 168 Wash. 397, 12 P. (2d) 389; In re Doepkes’ Estates, 182 Wash. 556, 47 P. (2d) 1009.

It is apparent from the terms of the will as above quoted that it was the intention of the testatrix to devise and bequeath all of her property to her husband, the respondent. It follows, from the rules just stated, that the court must give effect to her intention unless the provisions of Rem. Rev. Stat., § 1402, compel a different result.

Inasmuch as we shall have to analyze Rem. Rev. Stat., § 1402, and interpret its various clauses in relation to each other, it will afford a more con *198 venient means of reference to the section if we first divide it into its component parts, as follows:

(1) “If any person make his last will and die leaving a child or children or descendants of such child or children not named or provided for in such will, although born after the making of such will or the death of the testator,”

which we shall designate as the “conditional” clause;

(2) “every such testator, as to such child or children not named, or provided for, shall be deemed to die intestate,” (Italics ours.)

which we shall designate as the “effectual” clause, and

(3) “and such child or children or their descendants shall be entitled to such proportion of the estate of the testator, real and personal, as if he had died intestate, and the same shall be assigned to them and all the other heirs, devisees and legatees shall refund their proportional part,”

which we shall designate as the “resulting” clause.

It will be observed that the word “descendants” occurs in both the conditional and resulting clauses, but not in the effectual clause; to that extent, therefore, the conditional and resulting clauses are broader than the effectual clause.

In substance, then, the statute first states the conditions upon the occurrence of which it shall operate, then declares what the legal effect of such conditions shall be, and finally designates the results that shall follow from such legal effect.

The conditions which must exist in order to make the statute operative are that a person make a will and die leaving a child or children or descendants of such child or children not named or provided for therein. It may be conceded that these conditions are met by the present case, to the extent that the *199 decedent made her will and that she did not name or provide for the descendants of a child, who, although he was named in her will, had died prior to the time of the death of the testatrix. However, it will be noted that the conditional clause does not in itself declare intestacy or the extent thereof, but simply indicates the circumstances and conditions upon which intestacy as declared in the effectual clause is predicated.

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Bluebook (online)
74 P.2d 1015, 193 Wash. 194, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-phillips-estate-wash-1938.