Lucas v. Scott

239 F. 450, 152 C.C.A. 328, 1917 U.S. App. LEXIS 2226
CourtCourt of Appeals for the Ninth Circuit
DecidedJanuary 8, 1917
DocketNo. 2840
StatusPublished
Cited by4 cases

This text of 239 F. 450 (Lucas v. Scott) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lucas v. Scott, 239 F. 450, 152 C.C.A. 328, 1917 U.S. App. LEXIS 2226 (9th Cir. 1917).

Opinion

GILBERT, Circuit Judge

(after stating the facts as above). It is the contention of the defendants in error that the words “surviving daughters” in article third relate to the time of the testator’s death; that' Catherine, who survived tire testator, but died before the expiration of the lease, was a surviving daughter within the meaning of that article; that under the will a vested estate, a one-ninth interest, was devised to her which upon her death descended to her three children; that although, if Catherine had survived tire expiration of the lease and her interest could have been defeated by the payment of $5,000 to her by her brothers, that interest now vested in the children cannot be defeated, because the condition therein expressed has, by her death before the expiration of the lease, become impossible of performance, and that therefore the three children now own an undivided one-ninth interest indefeasible in the lands mentioned in article third.

The plaintiff in error contends that the expiration of the lease and not the death of the testator is the period of survivorship referred to in the phrase “surviving daughters” used in article third, and that Catherine was not a surviving daughter within the meaning of that article; that the devise to Catherine did not vest an estate in her on the testator’s death, but an interest contingent upon her surviving the term of the lease, and upon the nonpayment to her within one year after the expiration of the lease of the sum of $5,000 by the three sons or one or more of them; that, whether the devise to Catherine was vested or contingent, the condition expressed in article third be it a condition of defeasance or a condition of vesting, permitted the sons or one or more of them to. pay $5,000 to her or her heirs within tire time stated, and that, Catherine not having survived the expiration of the lease, the law does not require the sons or any of them to pay $5,000 to defeat the interest which would otherwise have gone to Catherine ; that the children of Catherine have now no right or interest in the property mentioned in article third; that the plaintiff in error, the [453]*453assignee of the three sons, is now the sole owner of the lands without making any payment to Catherine’s children, and that, even though the correct construction of the will is that the death of the testator was the period of survivorship referred to in article third, and even though the devise to' Catherine was of an interest which vested at the time of the testator’s death and descended to her three children, that interest was nevertheless defeasible upon payment to them by the sons or one or more of them of $5,000; and that the plaintiff in error is now entitled to defeat that interest by paying the defendants in error before November 1, 1916, the sum of $5,000.

The decision of the Supreme Court of Hawaii, consisting of three judges, one judge dissenting, was that the death of the testator was the period of survivorship referred to, and that Catherine was a surviving daughter; that the devise to her was of a vested interest, defeasible upon the condition stated, which was a condition subsequent; that upon her death her one-ninth interest descended to her three children ; that the condition subsequent named in article third required the payment of $5,000 to Catherine personally in her lifetime; that the payments of $5,000 to each of the daughters were not to be ma^e until at and after the expiration of the lease; that by reason of Catherine’s death prior to that time the defeasance became impossible of performance, and that the case stands, therefore, as though there were no condition of defeasance, ánd Catherine’s children now own an undivided one-ninth interest in the lands; and that the plaintiff in error has no right to defeat that interest upon the payment of $5,000. The court also held that the privilege granted to the sons to pay the $5,000 to each daughter “seems personal” and nonassignable by the sons.

The defendants in error, in support of their contention, cite the decision of the Supreme Court of the Territory of Hawaii of July 29, 1902, in Bertelmann v. Kahilina, 14 Hawaii, 378, a decision rendered by judges other than those who compose the present court. Frank C. Bertelmann and Henry G. Bertelmann, two of the sons of Christian Henry Bertelmann, were the plaintiffs in that suit, and the defendants were four of the daughters and the widow of the testator. The plaintiffs in that suit claimed to own an undivided one-third in fee simple of the lands described in article third. The defendants denied that the plaintiffs owned such an interest, and alleged that they owned no more than an undivided two-ninths of the estate, and that the defendants, the daughters, each owned an undivided one-ninth, and that the widow was entitled to her dower in said lands. The majority of the court in that case held, one judge dissenting, that the widow took a life estate in one-third of the land, subject to be defeated upon the performance of the conditions prescribed in the third article, in which case she would thereafter have a fixed sum of $2,000 a year, which would be a charge on the land; that the children took equally vested estates in fee, subject to the widow’s interest, defeasible as to the interest of the daughters and the shortcoming sons, upon the performance of the prescribed conditions by the other son or sons, the sons having meanwhile contingent devises as to such interests.

[1] The cardinal rule for construing and interpreting wills is to ascertain the intention of the testator. The intention is to be found [454]*454from the language of the will and the entire context thereof, and not from isolated provisions or expressions, for it is by all the provisions of the will taken together that the intention of the testator is evidenced. Having become convinced of the general purpose of the testator, we are to be guided by that rather than by arbitrary or technical rules. In Smith v. Bell, 6 Pet. 68, 75 (8 L. Ed. 322), Chief Justice Marshall said:

“Tlie intention of tlie testator, expressed in his will, shall prevail, provided it be consistent with the rules of law."

See, also, Colton v. Colton, 127 U. S. 300, 8 Sup. Ct. 1164, 32 L. Ed. 138, Hardenbergh v. Ray, 151 U. S. 112, 126, 14 Sup. Ct. 305, 38 L. Ed. 93, and Home for Incurables v. Noble, 172 U. S. 391, 19 Sup. Ct. 226, 43 L. Ed. 486.

[2] Approaching the will under consideration with this rule in view, we find that the testator first malees reference to his land, which consisted of more than 3,500 acres, and which he had leased to the Kilauea Sugar Company for the term of 25 years, commencing November 1, 1890, at the rental of $6,000 per annum. In the first article of the will he devises to his widow one-third of that rental, and to each of his children, or surviving childi'en, the remaining two-thirds thereof, in equal shares, with the further provision that, in case of the death of the widow before the expiration of the leáse, her share should be equally divided among the children or surviving children. By this provision the testator clearly expressed his intention to provide for the children who survived his death, out of the rental of the land, in equal shares. The second article refers to land not included in the lease, and provides that it shall be divided into ten lots, one of which was devised to the widow, and one to each of the nine children.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Tuecke v. Tuecke
131 N.W.2d 794 (Supreme Court of Iowa, 1964)
Campbell v. Kawananakoa
34 Haw. 333 (Hawaii Supreme Court, 1937)
In Re the Estate of Campbell
33 Haw. 799 (Hawaii Supreme Court, 1936)
Bertelmann v. Lucas
30 Haw. 500 (Hawaii Supreme Court, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
239 F. 450, 152 C.C.A. 328, 1917 U.S. App. LEXIS 2226, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lucas-v-scott-ca9-1917.