Johnson v. Swenson

230 N.W. 884, 57 S.D. 90, 1930 S.D. LEXIS 69
CourtSouth Dakota Supreme Court
DecidedMay 10, 1930
DocketFile No. 6976
StatusPublished
Cited by9 cases

This text of 230 N.W. 884 (Johnson v. Swenson) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Johnson v. Swenson, 230 N.W. 884, 57 S.D. 90, 1930 S.D. LEXIS 69 (S.D. 1930).

Opinion

BURCH, J.

Nils Peter Swenson died testate November 19, 1926. His heirs at the time of making his will were one son, Nils Oscar Swenson, one daughter, Mary -Swenson Johnson, and three grandchildren, issue of a deceased son. In his will testator made no provision for his daughter, nor did he mention her in his will. This proceeding was instituted to set aside and distribute to her, as a pretermitted heir, one-third1 of her father’s estate. Application was first made to the county court and denied. On appeal to the circuit court on trial de novo the application was again denied, and it is now before us on appeal from the judgment of the circuit court and order denying a new trial.

There is nothing in the will itself to show that the omission to provide for appellant -was intentional, and it is the contention of appellant that no evidence aliunde the will can be received to- prove an' intentional omission. The learned trial court received evidence aliunde the will, chief of which was a declaration of the testator to the effect that he intentionally omitted his daughter from its provisions because she was then in the home for feeble-minded, a state institution, and could get no use of a provision if he made one and that he preferred to provide directly for her children, which he did, except as to one son whose whereabouts were unknown.

The first and principal question concerns the admission and consideration of any evidence, 'beyond the four corners of the [92]*92will itself, in determining the testator’s intention to- disinherit his daughter, appellant herein. Appellant contends such evidence is not admissible, while respondents claim that it is. This question has never been decided by this court and is of sufficient importance to merit careful 'Consideration. Section 636, Rev. Code 19-19, so far as applicable provides:

“Whenever a testator has a child born after the making of his will, either in his lifetime or after his death, and dies leaving such child unprovided for, by any settlement, and neither provided for nor in any way mentioned in his will, the child succeeds to the same portion of the testator’s real and personal property that he would have succeeded to if the testator had died intestate.

“1. When any testator omits to provide in his will for any of his children, or for the issue of any deceased child, unless it appears that such omission was intentional, such child, or the issue of such child, must have the same share in the estate of the testator as if he had died intestate, and succeeds thereto as provided in the preceding paragraph.

“2. (Omitted paragraph.)

“3. If such children, or their descendants, so unprovided for, had an equal proportion of the testator’s estate bestowed on them in the testator’s lifetime, by way of advancement, they take nothing in virtue of the provisions of the three preceding subdivisions.”

The statutes of the several states upon this subject are not all alike, and some are not similar. Decisions in states having substantially different statutes will not be reviewed. There are, however, many states having statutes of substantially the same import, though differing somewhat in wording, and in construing such statutes the decisions have not been entirely harmonious in the several states, though the construction once adopted in a state has generally been consistently adhered to- in subsequent decisions of the same state. Two rules prevail; one known as the Massachusetts rule permits evidence aliunde the will to show an intentional omission to provide for a child, or issue of a deceased child, the other, known as the California rule, does not permit such evidence. Some effort has been made to account for the difference in the rules by the difference in the language of the Massachusetts statute and the statute of California, but the reason is not satisfying. The only difference affecting this precise question- is that where the Massachusetts [93]*93statute says “unless it shall appear that such omission was intentional, and not occasioned by any mistake or accident.” (¡R. S. 1836, c. 62, § 21 [now, in substance, G. R. c. 191, § 20, as amended Acts 1925, c. 155, §1]) the California statute says “unless it appears that such omission was intentional” (omitting the words “and' not occasioned by any mistake or accident”). Stats. 1850, p. 178, § 17; Civ. Code, 1872, § 1307 (now Civ. Code § 1307, as amended St. 1905, p. 606, § 6). We can see no substantial difference in the words to affect the rules of evidence.

The privilege of disposing of property by will is purely statutory, and a will, to be effective in transferring property, must be executed and published in the manner and with the formalities required by the statute. In re Taylor’s Estate, 39 S. D. 608-611, 165 N. W. 1079; Mager v. Grima, 8 How. (49 U. S.) 493, 12 L. Ed. 1168-1170; U. S. v. Fox, 94 U. S. 315, 24 L. Ed. 192; U. S. v. Perkins, 163, U. S. 627, 16 S. Ct. 1073, 41 L. Ed. 287, 288; Magoun v. Ill. Trust & Sav. Bank, 170 U. S. 283, 18 S. Ct. 594, 42 L. Ed. 1037-1041; Hitchler’s Will, 25 Misc. Rep. 365, 55 N. Y. S. 642; Abercrombie’s Will, 24 App. Div. 407, 48 N. Y. S. 414; Arneson’s Will, 128 Wis. 112, 107 N. W. 21; In re Noyes’ Estate, 40 Mont. 178, 105 P. 1013.

Our Code provides:

“No will or revocation is valid unless executed either according to the provisions of this chapter or according to the law of the place in which it was made, or in which the testator was at the time domiciled.” Section 618, Rev. Code 1919.

We are not here construing a will defective in form or substance. It is in due form and is plain and explicit in its terms. The only construction required is a determination of the amount of property conveyed by the will, and that does not depend upon the terms of the will, but upon the statute affecting it. By its terms all of the testator’s property is conveyed to the persons therein named. If there were not a pretermitted heir, there could be no question as to its effect. Nor, as it stands, can there be any question as to its effect, when section 636 of our Code is construed in reference to the rights of pretermitted heirs. The question of primary importance is the meaning to be given to the statute, and not the meaning to be given to the will. When the meaning of the statute is known the meaning of the will is plain.

[94]*94Appellant’s rights are based on the statutes of succession, not on the will. Pearson v. Pearson, 46 Cal. 609. Her rights, if she has any, depend on the absence of a will disposing of her share as an heir in her father’s estate. There is no presumption that there is such a will, and if one exists it must appear affirmatively. When she proved her heirship, the death of her father, and that he left an estate, she made out a prima facie case, and any evidence necessary to establish her prima facie case cannot be open to the objection that it is dehors the will, since no> will is involved. Respondents have produced a will of her father which, by its terms, purports to dispose of all his estate. But, since she is not mentioned in the will, her rights are not affected thereby under the provisions of section 636, Rev. Code 1919, “unless it appears that such omission was intentional.” How shall this appear? Appellant says by the will and not otherwise. Respondents say by any competent evidence within or without the will. Respondents introduced evidence aliunde the will.

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Bluebook (online)
230 N.W. 884, 57 S.D. 90, 1930 S.D. LEXIS 69, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-swenson-sd-1930.