In Re the Estate of Little

721 P.2d 950, 106 Wash. 2d 269, 1986 Wash. LEXIS 1215
CourtWashington Supreme Court
DecidedJune 26, 1986
Docket51134-9
StatusPublished
Cited by61 cases

This text of 721 P.2d 950 (In Re the Estate of Little) 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 the Estate of Little, 721 P.2d 950, 106 Wash. 2d 269, 1986 Wash. LEXIS 1215 (Wash. 1986).

Opinions

Andersen, J.

Facts of Case

This case presents issues of first impression concerning this state's ancestral estate statute (RCW 11.04.035), involving the intestate succession of property. Since the issues raised by this appeal relate only to the applicability of the statute to real property, we do not address whether the statute may also apply to personal property.

Appellants seek review of a judgment of the trial court awarding the estate of Pearl Little to respondents, such award being based on the trial court's interpretation of the ancestral estate statute. The case was tried on affidavits.

Pearl Little died intestate on July 13, 1983. She had nei[271]*271ther children nor brothers or sisters. Her husband and her parents (Charles Mason Fitzhugh and Maggie Fitzhugh) predeceased her. Only collateral relatives were alive at the time of the decedent's passing.

Appellants (the Squiqui claimants) are Pearl Little's paternal half-blood relatives. They are related to her through her father's previous marriage to Mary Pearson. Appellant Bert Squiqui is Pearl Little's nephew, appellant Francine Wilson is her grandniece, and appellant Patricia Ryan is her great grandniece.

Respondents (the Cepa claimants) — 20 have been identified — are Pearl Little's maternal relatives. They are second and third cousins of Pearl Little since they are all descendants of Emma Cepa, her maternal aunt.

Pearl Little's principal asset at the time of her passing was a 77-acre parcel of waterfront property at Roche Harbor on San Juan Island. It had an assessed value of $1,167,480. Pearl Little's grandfather originally homesteaded this property, receiving a homestead patent to it from President Chester A. Arthur in 1884. The grandfather died in 1900, and the property passed to his wife. In 1905, she then deeded the property to Pearl Little's mother, Maggie, as Maggie's separate property. In 1911, Maggie married Charles Mason Fitzhugh. In 1924 they mortgaged the land as security for a $550 bank loan, both signing the mortgage. Afterwards, Maggie deeded the land to Charles in return for his agreement to pay the mortgage. Later in 1924, they also executed a community property agreement under which all of their property would pass to the surviving spouse. Charles died in 1927, and the property passed to Maggie.

On November 10, 1943, the day before Maggie Fitzhugh died intestate, she deeded most of the land comprising her estate to her daughter, Pearl Little. Pearl was Maggie's only child and sole heir.

The deed contained recitals both of consideration for the transfer and of gift. It read in part:

[272]*272Warranty Deed (Statutory Form)
The Grantor, Maggie Anderson Fitzhugh, widow of Mason Fitzhugh, deceased, and not re-married For and in consideration of Ten Dollars and Love and Affection in hand paid, convey and warrant to Pearl Fitzhugh Little, whose husband is W. H. Little, but as her sole and separate property by this gift the following described Real Estate, situated in the County of San Juan State of Washington: the following described lands . . .

(Italics ours.)

Maggie Fitzhugh excluded an Indian burial ground on the land from the property so deeded to Pearl. Both Maggie and Pearl were members of the Lummi and Clallam Indian Tribes. On November 11, 1943, Maggie died intestate. At a subsequent Bureau of Indian Affairs probate proceeding, it was determined that Pearl, as Maggie's only child and sole heir, had also inherited the Indian burial ground.

Pearl Little died on July 13, 1983, some 40 years after her mother. A probate proceeding was commenced in San Juan County. It was initially indicated that the appellant Squiqui claimants were her only heirs, but on January 31, 1984, the respondent Cepa claimants filed a Notice of Claim of Heirship. A trial was held to determine who would inherit Pearl Little's estate. The trial court held that the real estate at issue came to the intestate Pearl Little from her mother, Maggie Fitzhugh. The trial court also held that the ancestral estate statute (RCW 11.04.035) excluded the appellant Squiqui claimants, who were related to decedent by the half blood, from the inheritance and awarded the property to the respondent Cepa claimants. Appellants' post trial motions were denied and this appeal followed.

The appellant Squiqui claimants sought and were granted direct review by this court.

In General — Statutory treatment of ancestral estate and the half blood in intestate succession in the State of Washington.

A brief overview of the law in this regard is helpful to an understanding of the issues before us.

[273]*273We start with the basic proposition that since the dominion of an owner over his or her property ends at the owner's death, the law must provide for the devolution of that property. If the owner has chosen to dispose of it by will, the property will pass according to the terms of the will. If there is no will, as here, the law alone, through the rules of descent and distribution, accomplishes the transfer and designates the persons who are to take.1

"It has been said that the passing of property upon intestacy is pursuant to a statutory will, which determines the property passing as well as the identity of the recipients, and which is considered to be such a distribution as the intestate presumably would have made had he made a will." (Footnotes omitted.)2

Since succession to intestate property is at the will of (and subject to the sovereign political power of) the state, the state may regulate and control such succession as it deems necessary. Thus, the Legislature may change, condition, or abrogate the law of succession, subject only to certain constitutional limitations, none of which are pertinent to this case.3

The statutes of descent and distribution in some states contain a modified form of the common law doctrine of ancestral property. These statutes recognize a difference between estates which were acquired by the intestate's own efforts and those derived from some ancestor, and provide to the effect that an estate of the latter kind shall go to those who are of the blood of the ancestor from whom the estate was derived. While these statutes vary in their phraseology and import, they all have as their basic theme the keeping of such property in the line of the blood from [274]*274whence it came.4

As one commentator on the subject has observed, " [t]he conception that property should return to the side of the family from which it came is reasonable enough. On the other hand, complete abolition of the doctrine is not likely to meet with serious opposition and has the definite administrative advantage of eliminating from the intestate scheme a complex product of obscure antiquities.1'5 And, as this same commentator further observed, "[a] majority of the United States no longer recognize the doctrine of ancestral estate, but distribute realty and personalty without regard to the source of the intestate's title.

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Cite This Page — Counsel Stack

Bluebook (online)
721 P.2d 950, 106 Wash. 2d 269, 1986 Wash. LEXIS 1215, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-little-wash-1986.