Robbins v. Springer

88 N.E.2d 573, 119 Ind. App. 560, 1949 Ind. App. LEXIS 212
CourtIndiana Court of Appeals
DecidedNovember 21, 1949
DocketNo. 17,889.
StatusPublished
Cited by1 cases

This text of 88 N.E.2d 573 (Robbins v. Springer) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robbins v. Springer, 88 N.E.2d 573, 119 Ind. App. 560, 1949 Ind. App. LEXIS 212 (Ind. Ct. App. 1949).

Opinion

Crumpacker, J.

This is an action to construe “Item III” of the will of Charles L. Rawles, deceased. The actual controversy is between the appellant Hilda Springer Robbins and the appellee Ruby L. Springer. The interests of the other appellees being unaffected by its outcome, our use of the word “appellee” will be understood to refer to Ruby L. Springer only.

So much of said “Item III” as is necessary to a decision is as follows:

*562 ‘T give, devise and bequeath all the residue of my property, both real, personal and mixed, of every kind and character and wherever situated, in fee simple, to my sister-in-law, Harriet Post Rawles, a one-third interest; to my sister Mrs. Ella Rawles Springer, a one-third interest; and to my sister, Mrs. Grace Rawles Wheeler, a one-third interest, .... In the event my . . . sister Mrs. Ella Rawles Springer ... should die prior to the date of my death, then and in such event, I will, devise and bequeath the one-third share of my estate which said decedent would have received, if she had survived me, to the child or children of said decedent, or their heirs, the share received by said child or children of said decedent, or their heirs, to be divided according to the laws of descent of the State of Indiana.”

When the will was executed Ella Rawles Springer had two living children — the appellant Hilda Springer Robbins and Henry Springer. Henry Springer survived his mother but both preceded the testator in death. Henry Springer left surviving his widow, Ruby L. Springer, no parents and no children or descendants of children. On this state of facts the appellant Hilda Springer Robbins contends that the will gives to her the entire one-third of the testator’s residuary estate which her mother would have taken had she survived him. On the other hand the appellee insists that, as the widow of Henry Springer, she takes the share her husband would have received had he survived the testator. The trial court resolved this controversy in favor of the appellee and we are asked to review such ruling.

The appellant rests her case on two main propositions. First, where a testator gives his property generally to the children of a certain person, without naming them, the gift is to a class and the property goes to such members of the class as are alive at the *563 time of the testator’s death. That the children of Ella Rawles Springer are not mentioned by name in the will and hence the gift is to them as a class of which only the appellant was alive when the testator died and hence she takes all. Second, the word “heirs,” as used in the testator’s will, means heirs in the blood line and therefore the appellee, as the widow of Henry Springer, takes nothing.

There can be no disagreement over the law applicable to bequests or devises to class beneficiaries. The persons constituting the class are ascertained and determined as of the date of the testator’s death and the heirs of deceased persons who were members of the class at the time the will was executed but preceded the testator in death, take nothing. Alsman v. Walters (1916), 184 Ind. 565, 106 N. E. 879. Had the testator said “I give, devise and bequeath one-third of my residuary estate to my sister Ella Rawles Springer and in the event she shall die prior to the date of my death then I will, devise and bequeath the one-third share of my estate which said decedent would have received if she had survived me, to the child or children of said decedent” and stopped there the appellant, as the sole member of the class at the time the testator died, would take the entire gift. However, the testator added to the phrase “child or children of said decedent” the words “or their heirs” and then provided that the share received by such heirs should be divided according to the laws of descent of this state. It has been generally held that such language, unless a contrary intent is manifested by the context of the will itself, constitutes a substitutionary gift to the heirs of any primary beneficiary who may have preceded the testator in death. 69 C. J., Wills, § 1358, p. 352.

*564 We conclude, from an analysis of the cases collected in an annotation on the subject appearing in 75 A. L. R. 773, as supplemented in 105 A. L. R. 1394, that there is some conflict of authority as to whether a class gift loses its character by including in its terms a provision for a substitutionary gift over if a member of the class dies before the death of the testator and thereby becomes a gift to individuals and not to a class. The earlier cases hold that a gift over to an unnamed group, such as heirs or issue, merely creates a sub-class and puts it in the place of the deceased member of the primary class. See Dove v. Johnson (1886), 141 Mass. 287, 5 N. E. 520. The modern view, however, seems to be “that the presence of a substitutionary gift over, upon the decease of a legatee, indicates that a gift to a group of which such legatee is a member is one to individuals and not to the group as a class.” 105 A. L. R. 1400; 57 Am. Jur., Wills, § 1260, p. 832. We are advised of no case in Indiana which commits us to either of these rules and as far as the present case is concerned it makes no difference whether we regard the gift to the children of Ella Rawles Springer as a gift to individuals or to the members of a class. The intent of the testator to substitute, under certain circumstances, the heirs of such children as beneficiaries of the gift is manifest and such intent must be given effect. 3 Page, Wills 252 (3rd Ed.).

The appellant contends, however, that even if this is the correct construction of the testator’s will the appellee can take nothing because, as the widow of Ella Rawles Springer’s son Henry, she is not his heir in the sense that the word “heirs” is used in the will. In support of this proposition the appellant says that prior to 1852 a widow was not, in either legal or popular understanding, an heir of her deceased husband. That the *565 statutes of descent enacted in that year in no way changed her status but merely permitted her to take, as a marital right and not by inheritance, varying portions of her husband’s estate regardless of a will but depending upon the number of heirs in the direct blood line he left surviving. May v. Fletcher (1872), 40 Ind. 575.

It is true that at common law a widow was not an heir of her deceased husband and if she is such now it must be by virtue of statutory enactment. It is further true that in none of our statutes governing the descent and distribution of the property of deceased persons is a widow, as such, specifically called an heir. However the Supreme Court has had the question before it many times and in each instance has held that the property conferred upon a widow by statute is taken by her as an heir of her deceased husband. Davis v. Kelly (1912), 179 Ind. 13, 97 N. E. 336; Smock, Guardian v. Reichwine (1889), 117 Ind. 194, 19 N. E. 776; Brown v. Harmon (1881), 73 Ind. 412; Bowen v. Preston (1874), 48 Ind. 367; May v. Fletcher, supra; Fletcher

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Bluebook (online)
88 N.E.2d 573, 119 Ind. App. 560, 1949 Ind. App. LEXIS 212, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robbins-v-springer-indctapp-1949.