Neal v. Davis

99 P. 69, 53 Or. 423, 1909 Ore. LEXIS 148
CourtOregon Supreme Court
DecidedJanuary 12, 1909
StatusPublished
Cited by23 cases

This text of 99 P. 69 (Neal v. Davis) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Neal v. Davis, 99 P. 69, 53 Or. 423, 1909 Ore. LEXIS 148 (Or. 1909).

Opinions

Opinion by

Mr. Commissioner Slater.

1. Two principal questions are involved in the consideration of the demurrer to the further and separate reply, viz.: (1) The validity and effect of the will; and (2) the effect of the deed from Lucy M. Neal to Henrichs. Upon the first question, we have no doubt that the will is void as to the children of Jesse Neal, and that as to them there was no will. None of the four children of Jesse Neal are mentioned or referred to in his will, either particularly or generally, as a class, nor is there any provision made for them either specifically or generally. If this is true, then, by the force of the statute (Section 5554, B. & C. Comp.) as interpreted and construed by this court (Gerrish v. Gerrish, 8 Or. 351: 34 Am. Rep. 585; Northrop v. Marquam, 16 Or. 173, 186: 18 Pac. 449; Worley v. Taylor, 21 Or. 589: 28 Pac. 903: 28 Am. St. Rep. 771), the above conclusion must inevitably follow. The only reference, direct or remote, made therein to any beneficiary, other than Lucy M. Neal, is in these words “for the benefit of herself and heirs.” But counsel for defendants strenuously urge that the [429]*429words “her heirs” as there used should be read to mean “her heirs, apparent,” or “her children,” and from this premise, assuming as a fact that “her children” were also “his children” they arrive at the desideratum, that the children of the testator are referred to, and a provision made for them as a class. A number of authorities are cited to support this contention, some of which are the following: 2 Underhill, Wills, § 616; Bond’s Appeal, 31 Conn. 183; Coleman v. Coleman, 69 Kan. 39 (76 Pac. 439) ; Hochstein v. Berghauser, 123 Cal. 681 (56 Pac. 547); Bunting v. Speak, 41 Kan. 424 (21 Pac. 288: 3 L. R. A. 690). But none of them are in point here. An examination of them will show that the interpretation of the word “heirs” to mean “children” was enforced in each case cited, because some qualifying word or some other provision of the instrument under consideration disclosed that the word “heirs,” as used, was intended to mean “children,” and the intent of the maker when disclosed on the face of the instrument must control. But, when unexplained and uncontrolled by • the context, the word “heirs,” like all other legal terms, is to be given its technical import, in which sense it designates the persons who could by statute succeed to the real estate in case of intestacy. Hochstein v. Berghauser, 123 Cal. 681 (56 Pac. 547). The case of Bowman v. Bowman, 49 Fed. 330 (1 C. C. A. 274), is much in point here. A provision in Bowman’s will read:

“I give, bequeath and devise to each of my heirs at law the sum of one dollar.”

The contention was that the term “heirs at law” includes the children of the testator, and that it therefore necessarily follows that the children were not overlooked or forgotten. In the course of the opinion Mr. Justice Hawley says: “ The words ‘heirs at law’ may, it is true, be read to mean ‘children,’ and should always be so construed if the context distinctly shows that the words were employed in that sense by the testator. The [430]*430term ‘heirs at law,’ however, in its general definition, includes many others. It is not limited to children. It may be used, and is often used, in cases where there are no children. It includes parents, brothers, sisters, etc. Who can tell by reading this will what particular heirs were in the mind of the testator at the time he signed the will? Does it clearly appear that it was his intention to provide for his children? Is it manifest upon the face of the will that his children were not overlooked or forgotten? Certainly not.” The test there used may be employed in this case, and the same answer must necessarily be returned to the inquiry. To the same effect is Bower v. Bower, 5 Wash. 225 (31 Pac. 598). But, if it were conceded that the word “heirs” in this case ought to be read “children,” yet that does not solve the matter in favor of the validity of the will, for it would still read “her children,” and not “my children.” These two classes are not necessarily identical, and, before they could be made so to appear, the fact would necessarily have to be alleged and then established by parol proof. But under the authorities this cannot be done. “Where children are not named, the presumption is that they were unintentionally omitted, and while this presumption may be rebutted, where the tenor of the will, or any part of it, indicates that they were not forgotten, yet it cannot be made to appear by parol evidence, but it must appear on the face of the will that the testator remembered them, and, where they are neither expressly named, nor alluded to as to show affirmatively that they were in the testator’s mind, such presumption becomes conclusive.” Thomas v. Black, 113 Mo. 66, 69 (20 S. W. 657).

2. The conclusion that the will is void having been reached, it follows that the fee-simple title to the land devolved upon the four children of Jesse Neal, subject to such interest or claim as the law cast upon the widow as her dower, which at that time was the use during [431]*431her natural life of one-third part of all the lands of which her husband was seised of an estate of inheritance at any time during the marriage, unless she is lawfully barred thereof. Section 2954, Hill’s Ann. Laws 1892. This much is conceded by plaintiffs by direct averment in their reply, to which there is added an allegation of a conclusion of law as to the effect of the deed, as follows:

“That the said deed conveyed to said John W. Henrichs the dower interest of said Lucy M. Neal and no other or greater estate in the said premises.”

From this it is argued that during the life of Mrs. Neal, Henrichs was lawfully entitled to the possession, use, and enjoyment of one-third of the lands, the fee-simple title to which had descended from the father, Jesse Neal, to his children; that, the dower interest not having been assigned, he was entitled to have such use, enjoyment, and possession jointly with them, and thereby they became tenants in common with him; and that this prevented the running of the statute against them until the termination of the particular estate which did not occur until July 17, 1900. Hence they conclude that the further and separate reply to which defendants’ demurrer is directed avoids the plea of the statute of limitations, and is a bar to the claim of a fee-simple title set up by defendants in their answer. Both of these conclusions, however, are erroneous, as we shall endeavor to show.

It is true the deed of Lucy M. Neal is sufficient in form to convey to Henrichs whatever vested estate ox-interest, if any, she possessed in the lands at the time of its execution, but the real inquiry is what was the nature of her interest, if any, and' was it vested. All she had, or that is claimed by plaintiffs that she, had, was a claim of dower unassigned. But at common law, “although the widow’s dower has become consummate by the death of the husband, it is not, previous to an [432]*432assignment thereof, an estate or freehold in the lands of her deceased husband, but it is a mere right or chose in action, and she is not entitled before assignment to enter upon the lands without the consent of the heir, or to bring ejectment therefor.” 10 Am. & Eng. Enc. Law (2 ed.) 146; 14 Cyc. 964.

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Bluebook (online)
99 P. 69, 53 Or. 423, 1909 Ore. LEXIS 148, Counsel Stack Legal Research, https://law.counselstack.com/opinion/neal-v-davis-or-1909.