Court Opinion

ID: 6655687
Source: CourtListenerOpinion
Date Created: 2022-07-20 20:57:35.505649+00
Date Added: 2024-06-11T15:59:54.414595
License: Public Domain

Albert, C.
On tlie 38th day of February, 1901, an instrument purporting to be the last will and testament of Henry S. Brown, deceased, was admitted to probate in the county court of Hamilton county. The testator was the father of 13 children, ten of whom survived him. Three of his sons, George A., Hamilton J. and Albert H.,’died before the execution of the will. The first left four children, namely, Carrie, Nellie, Ethel and'George; the second left three, Jennie, Ettie and Charles; the third left two, George and Mabel. The will, after making provision for the payment of the debts of the testator and for the support of the surviving widow, contains the following provisions :
“I give and bequeath one hundred dollars ($100.) each to the following, my grandchildren, to wit, Carrie Brown, Nellie Brown, Ethel Brown and George Brown, and being children of my deceased son, George W. Brown; and to Jennie Brown and Ettie Brown, being children of my deceased son, Hamilton J. Brown; and being in the aggregate to my said six grandchildren the sum of six hundred dollars (fOOO). * * * After the payment of all my just debts, and the payment of said legacies to my said wife and grandchildren, and the setting off to my said wife of said real estate' hereinbefore specifically mentioned, I give, bequeath and devise all the rest, residue and remainder of my estate, both real and personal, of whatsoever it may consist and wheresoever situated, to such of the children of my own body begotten as shall survive me. Such surviving children to share the said residue of my estate; share and share alike.”
After the final report of the administrator with the will annexed had been filed, and before a hearing thereon, George and Mabel Brown, children of the deceased son, Albert H. Brown, by their next friend, filed a petition in the county court alleging, among other things, that “neither they nor their deceased father were mentioned *202by name in said will,” bnt, “that they were included in the general designation of ‘children of my own body begotten.’ ” The prayer is as follows:
“Wherefore your petitioners pray that the court construe and declare the true meaning and intent of said testator, and that your petitioners may be adjudged and decreed to be included under the words ‘children of my own body begotten’ and entitled to an undivided one-eleventh. (1.-11) part of the estate of said Henry S. Brown, deceased, as residuary devisees, subject to the other provisions in said will contained, and, in the .event the court should determine that your petitioners were not included, or intended to be included, under the words, ‘children of my own body begotten,’ that they may be adjudged and decreed to be entitled to an undivided one-thirteenth (1-13) part of the entire, estate of the said Henry S. Brown, deceased, subject only , to the dower and homestead rights of the widow of the testator, Angelina Brown.”
The court found against the petitioners, and dismissed their petition; an appeal was ta.ken to the district court. In the meantime, on the 8th day of January, 1902, live children of the testator commenced a suit in the district court against the other five for a partition of the real estate of which the testator died seized, which proceeded to a final decree confirming the respective shares of the parties to that suit to such real estate. There were other parties to the suit, but it is unnecessary to mention them. A sale had been ordered, and notice thereof published. On March 22, 1902, and about two hours before the time fixed for the partition sale, George and Mabel Brown, children of the deceased son, Albert H. Brown, and petitioners in the proceeding brought in the county court for a construction of the will, filed a petition of intervention in the partition suit, which, save in some minor details not necessary to notice at this time, wa.s substantially the same as that filed by them in the proceeding for a construction of the will. The plaintiffs and defendants *203in tlie partition suit joined in a motion to strike the petition of intervention from the files, for the reason that the application for intervention was too late, which motion' was overruled. The plaintiffs and defendants then joined in a demurrer to the petition of intervention, which was also overruled. The plaintiffs and defendants then filed an answer to the petition of intervention, in which, after making a general denial, they set out the proceedings had for the probate of the will, insisting that, as no proceedings had been had or instituted to reverse, vacate or modify the decree admitting the will to probate, the questions raised by the petition of intervention were res judi-cata. The interveners filed a reply which amounts to a general denial. In the meantime the referees had made a sale of the lands, and on the 8th day of May, 1902, on the motion of all the parties, including the interveners, the sale was confirmed, and the referees were ordered to distribute the proceeds, except the sum of $2,000, which they were directed to hold to await the final decision of the court on the matters in litigation between the inter-veners and the other parties to the suit. Afterwards four of the plaintiffs, children of the testator, in open court withdrew all opposition to a decree in favor of the in-terveners, arid asked the court to direct the payment to the interveners, out of the amount retained in the hands of the referees, of such portion thereof as should be deducted proportionately from the shares of the plaintiffs joining in such request, and the court entered an order in accordance with their request. Afterwards the appeal from the county court in the proceeding to construe the will and the suit between the interveners and the other parties to the partition suit having been consolidated, the issues in both were tried on the same evidence. The court held against the interveners on their contention as to the construction of the will, but held further that they had been unintentionally omitted from the will by accident or mistake, and were therefore entitled to a share of the estate by virtue of the provisions of section 149, chapter *20423, Compiled Statutes (Annotated Statutes, 5014), relating to the omission of children or the issue of any deceased child from a will. Thereupon the interveners, over the objections of their opponents, were given leave to amend their petition of intervention in such a way as to make the allegation, “neither they nor their deceased father were mentioned by name in said will,” read, “neither they nor their deceased father were mentioned by name in said will, but these petitioners were omitted therefrom by mistake or accident, unless they were included in the general designation of ‘children of my own body begotten.’ ” It is unnecessary to go into details as to what followed the amendment. Eventually the parties were permitted to introduce evidence on the issues tendered by such amendment, and the court found in favor of the in-terveners, and entered a decree directing that the proportionate share should be paid from the proceeds of the sale retained by the referees. The defendants bring the record here for review on error.
An examination of section 149, supra, will dispose of some of the questions raised in this case; it is as follows:
“When any testator shall omit to provide in his will for any of his children, or for the issue of any deceased child, and it shall appear that such omission was not intentional, but was made by mistake or accident, such child or the issue of such child shall have the same share in the estate of the testator as if he had died intestate, to be assigned as provided in the preceding section.”
One question arising under this section is, whether parol evidence is admissible to show whether the omission was intentional? The decisions of other courts, based on statutes of a similar character, are in conflict. Wilson v. Fosket, 6 Met. (Mass.) 400, is a leading case in the affirmative. This case is reported and annotated in 39 Am. Dec. 736. To the same effect are the following: Lorieux v. Keller, 5 Ia. 196; Stebbins v. Stebbins, 94 Mich. 304, 54 N. W. 159; Moon v. Estate of Evans, 69 Wis. 667, 35 N. W. 20. In the last case, the doctrine appears to *205have been applied "without question. Such evidence, is held inadmissible in the following cases: Estate of Garraud, 35 Cal. 336; In re Estate of Stevens, 83 Cal. 322, 17 Am. St. Rep. 252; Bradley v. Bradley, 24 Mo. 311; Pounds v. Dale, 48 Mo. 270; Chace v. Chace, 6 R. I. 407. It is not easy to reconcile the doctrine of either line; of authorities with the rule which requires the courts to give effect to the intentions of the testator because, in either case, a finding that the omission of a child or grandchild from the will was unintentional, is equivalent to a finding that the Avill does not reflect the intentions of the testator. When such fact is once established, what his intentions actually Avere becomes a matter of conjecture,.because, had he made provision in the will for the pretermitted child, such provision of necessity AA'ould have resulted in a modification of the provisions made for the objects of his bounty Just‘ how he Avould have modified the other bequests or devises to máke provision for such child can rarely, if ever, be ascertained with certainty. HoAvever that may be, ayc are disposed to folloAV the cases holding that parol evidence is admissible to show whether the omission Avas intentional. In addition to the reasons given in cases supporting that doctrine, Ave find an additional reason in the language' of our section 149, and the section immediately preceding it. Section 148 provides:
“When any child shall be born after the making of his parent’s Avill, and no provision shall be made therein for him, such child shall have the same share in the estate of the testator as if he had died intestate, * * * unless it shall he apparent from the will that it Avas the intention of the testator'that no provision should be made for such child.’’
The’ foregoing provision shoAvs that the lawmakers worded the section under consideration advisedly, and Avith a vieAV to express their meaning fully and clearly. If they saAV the importance of limiting the evidence of the intentions of the testator in regard to posthumous children to the aa’ill itself, it is not at all likely that in the next section they Avould have left it a matter of specula*206tion, whether such proof should he limited to the instrument itself, or might he supplied by parol. We are satisfied that whether the omission was intentional or unintentional is a question of fact, which may he established by parol testimony.
Another question which ha's arisen under statutes similar to ours is, whether the burden of proof is upon the pretermitted child or grandchild to show that he was unintentionally omitted from the will, or whether it is upon those claiming that his omission was intentional. The Massachusetts statute, for present purposes, may be said to be substantially the same as our section 149, save that, instead of the clause, “and it shall appear that such omission was not intentional, but was made by mistake or accident,” the Massachusetts statute reads, “unless it shall appear that such omission was intentional and not occasioned by mistake or accident.” In Ramsdill v. Wentworth, 106 Mass. 320, it was held that the clear inference from the use of the words, “unless it appears,” etc., is that the burden of proof is on those claiming that the omission of the child from the will was intentional. The difference between the Massachusetts statute and our own is important on the question of the burden of proof. There, the child or grandchild omitted from the will receives a distributive share, unless it appear that the omission was intentional, and not occasioned by mistake or accident; here, he receives such share, if it appear that his omissioñ from the will was not intentional, but was made by mistake or accident. It seems to us that, under our statute, the inference that the burden of proof is on the preter-mitted child is as clear from the words, “and it shall appear that such omission was. not intentional, but was made by mistake or accident,” as that drawn by the court in Ramsdill v. Wentworth, supra, from the words, “'unless it appears,” etc. Under section 149, a child omitted from the will must show two things: First, that he was omitted therefrom; second, that such omission ivas not intentional. It is only when he has shown both of those facts that he *207is entitled to a share of the estate. The omission to provide for the child in tin» will, though unintentional, furnishes no ground for objecting to-the probate of the will, but the remedy is after probate and by construction. Doane v. Lake, 32 Me. 268; Schneider v. Koester, 54 Mo. 500; Pearson v. Pearson, 46 Cal. 609. Hence, to hold that the burden of proof is on the parties claiming the omission was intentional, would be to hold, in effect, that, after the will has been admitted to probate as the solemn declaration of the testator’s intentions as to the disposition of his property and those whom he had selected as proper objects of his bounty, it fails, prima facie, to express such intentions. It may be said that it is to be presumed'that a testator would not intentionally fail to-provide for a child or grandchild. If there is the slightest presumption of that kind, it is far weaker than the presumption that one, competent to make a will and to understand its contents, would forget or overlook one of his children or grandchildren. To fail to make provision for a child or grandchild in a will is a common occurrence; to forget or overlook them, under ordinary circumstances, is rare. In our opinion, the burden of proof was upon the interveners to shoAV that their omission from the will was unintentional, and the -result of accident or mistake. In reaching this conclusion, we have not overlooked Stebbins v. Stebbins, supra. The decision in that case is based on a statute worded like our own. The majority opinion merely holds that the evidence was sufficient to warrant the submission of the question Avhether the omission was intentional to the jury, and does not discuss the question of the burden of proof. In an able dissenting opinion, by Montgomery, J., concurred in by McGrath, O. J., that question is discussed at length, and the conclusion reached that the burden Avas on the party claiming that the omission was unintentional. On the facts stated, the majority opinion is not necessarily in conflict with the conclusion reached by the minority on that question. Hence, the dissenting opinion may be regarded as authority for the con*208struction we have placed on the section under consideration, and, so far as our research has extended, is the only attempt at a judicial interpretation of the language of that section.
Some of the questions presented by the record require more specific attention, and we shall now proceed to consider them. It is contended that the court erred in permitting intervention after a decree for a partition of the lands had been entered. This contention is based on section 50a of the code, which provides that “any person who has or claims an interest in the matter in litigation, * * * may become a party to an action between any other persons, * * * either before or after issue has been joined in the action, and before the trial commences.” But, however that section may affect the right of a party to intervene, we are satisfied that it was not intended, and should not be permitted, to require a court to pursue an erroneous theory to a worthless decree, nor to curtail in any degree its power to do complete'justice, so long as it retains jurisdiction 'of the cause and the parties. See section 46 of the code. The present case will illustrate our meaning. It is a suit in equity in which the children of the testator claim title in fee to the lands to the exclusion of all other persons. Proceeding on the theory that they were the exclusive owners in fee, the court entered a decree and directed a sale. It was then brought to the attention of the court that the interveners claimed an undivided interest in the estate. That such claim was brought to the attention of the court by their petition of intervention is wholly immaterial, so long as the court was satisfied that there might be some basis for the claim. Will it be claimed that the court was bound to disregard such claim, because it Avas not brought to its attention before decree, and to proceed to a sale of a doubtful title? To those who had actual knowledge of the interveners’ claims, such claims, undetermined, would be more than likely to prevent a sale; a sale to one not having such notice would amount to a judicial fraud. The court still retained jurisdiction of *209tlie cause and the parties, and it seems to us it was not only its right, hut its duty, to hear and 'determine tin* claims of the interveners, although not presented until after decree. It is true the sale was made under the decree as it stood when the petition in intervention was filed, but that appears to have been with the consent of the interveners who joined in the motion to confirm, and who. aslced only a share of the proceeds. Although our attention has been called to no case directly in point, we are all of the opinion that, under the peculiar facts disclosed by the record, it Avas not error to permit the inter-vuners to come into the case after decree.
It is argued, at some length, that the court erred in overruling the demurrer to the petition of intervention. As such petition stood AAdien the demurrer was overruled, it Avas based on the theory that the interveners, avIio it Avill be remembered are grandchildren of the testator, were included within the term “children” in the residuary clause of the will. That theory, to our minds', is untenable. It is a familiar rule of construction that, ordinarily, Avords should be taken in the sense in which they are commonly used. It is a matter of common knoAvledge that, in ordinary conversation and the affairs of life, the word “child” is commonly used to designate a son or daughter, a male or female descendant of the first degree. Such is Webster’s definition of the term, and such is its primary signification according to all standard lexicons. It is safe to say that, standing alone, it is never understood to mean grandchildren. ’Bouvier says: “The term children does not, ordinarily and properly speaking, include grandchildren or issue generally; yet sometimes that meaning is affixed to it in cases of necessity.” In re Estate of Chapoton, 104 Mich. 11, 61 N. W. 892, the court, referring to the language of Bouvier said:
“We, shall find this statement of Bouvier confirmed in many cases involving Avills, although cast's arc; not rare AA'here the term ‘children’ has been held coextensive Avith ‘issue’ or ‘descendants.’ Such holdings art' not put upon the *210ground that the Avon! ‘children’ has a technical or peculiar meaning in the Riav, hut because such meaning is necessary to give effect to the instrument, or because of an evident intent upon the part of a testator. It is in deferíame to the rule that the. intent is to be sought after and given effect in the construction of wills, which may be done to the extent of holding illegitimate children to be included in the term, ‘children,’ though the law ordinarily excludes them. See Bouvier, Dictionary, title Child, subdivision 3; In re Curry's Estate, 39 Cal. 529; 4 Kent, Commentaries, 345. In Reeves v. Brymer, 4 Ves. (Eng.) 692, cited by counsel, the court said that ‘children’ may mean ‘grandchildren,’ where there can be. no other construction, but not otherwise. Pride v. Fooks, 3 De Gex & J. (Eng.) *252.”
It is obvious, from the portions of the Avill heretofore set out, that no strained or unusual meaning of the word “children” is required to give effect to the instrument, or to carry 'out the intention of the testator. It is clear, therefore, that the interveners were not included in the; residuary clause of the will, and that their original petition of intervention, based on the theory that they Avere thus included, failed to state a cause of action. But as the court found against that theory, and it Avas afterwards abandoned by the amendment to the petition of.intervention, the overruling of the demurrer Avas error Avithout prejudice.
It is next contended that the court erred in permitting the amendment to the petition to the effect that the inter-veners had been omitted from the Avill by accident or mistake. The amendment Avas made after the case had been tried, and after the defendants had interposed proper and timely objections to the petition of intervention, and to the introduction of evidence Avhich Avould tend to support the issue tendered by the amendment. It is clear, therefore, that the amendment Avas not warranted as an amendment to conform to the proof, because it is a familiar rule that an amendment of that character is permissible only *211where the evidence tending to sustain the amendment has been received without objection. But, after the amendment was made, the case was opened, and the parties were permitted to introduce evidence, and were given a hearing on the issue tendered by the amendment. What has been heretofore said on the question of the right of the inter-veners to come into the case after decree is applicable here. If the evidence taken before the amendment was offered was of such a character as to satisfy the court that it would be unable to convey a clear title by a sale of the lands, without a further investigation of the claims of the interveners, it was eminently proper to permit the amendment, and give all of the parties an opportunity for further investigation and hearing. Such a course, it seems to us, was in the interest of all parties to the suit, and one of which none should be heard to complain, especially when the interest of minors is involved.
Another contention of the defendants is that the finding of the district court, that the omission of the interveners from the will was unintentional, is not sustained by sufficient evidence. The testator was 76 years old. The evidence, on the one hand, tends to show that his memory Avas greatly impaired; on the other, that it was unusually retentive for a man of his years. . There is little evidence bearing directly on Avhat his intentions were with respect to the interveners at the time the wall was made. On the part of the interveners, it was shown that, after the rvill was made, the testator repeatedly stated that he had made provision therein for all his grandchildren; that he had given them $100 each, except one who Avas an imbecile, to whom he stated he gave nothing because of his mental condition. That particular grandchild is not a party to this suit, and is not of the same parents as the interveners. On the part of the defendants, it was shoAvn that, at the time the Avill Avas made, the attention of the testator Avas specifically called to the omission of the three grandchildren from the will, but, notwithstanding that fact, he executed it Avitliout any alteration, and showed by his Avords *212and conduct that he was fully aware of the omission, and that it was intentional; that, after the will was made, he talked oyer the contents with a witness in the suit, and, in such conversation, the omission was pointed out to him, and he was asked why he had not provided for the other grandchildren, and he gave his reasons for the omission, The evidence further shows that there was some trouble between the testator and the interveners or some member of their family, the exact nature of which is not clearly disclosed. There is also evidence tending to show that the failure of the testator to recognize acquaintances on the street was due, rather to his defective eyesight, than to any impairment of memory.
By the pleadings on file in this suit, both the interveners and the defendants are committed to the theory that the will was duly admitted to probate. The decree of the county court admitting the will to probate is conclusive on all parties as to its due execution, and all questions affecting the competency of the testator to make a will. 2 Black, Judgments (2d ed.), sec. 635. Hence, it stands as one of the established facts in this case that the testator, at the time the will was made, was not lacking in testamentary capacity. In other words, it is conclusively established by the probate of the will that, at the time it was made, the testator possessed sufficient mind to understand, without prompting, the business about which he was engaged, the kind and extent of the property to be willed, the persons who were the natural objects of his bounty, and the manner in which he desired the disposition to take effect, because that is all included in the findings on which the decree admitting the will to probate is based. Schouler, Wills (3d ed.), sec. 68. In view of the fact that the will had been admitted to probate, and the testamentary capacity of the testator thereby set at rest, we think the evidence is insufficient to sustain a finding that the omission of the interveners was unintentional. As stated in a former part of this opinion, the burden of proof was on the interveners. The testimony adduced by them *213is not- wholly inconsistent with the theory that the omission was intentional. On the other hand, the testimony adduced by the defendants, at least a portion of it, is of such a character that it must either be" rejected, or the omission held to have been intentional. None of the witnesses are discredited; on the contrary, it would seem that each gave the facts as he understood them. Hence, there is no ground for rejecting the testimony showing affirmatively that the testator knew of the omission/ and that it was intentional. An examination of the entire evidence satisfies us that the finding of the district court is erroneous.
It is recommended that the decree of the district court be reversed and the cause remanded for further proceedings according to law.
Glanville, C., concurs. Fawcett, C., not sitting.
By the Court: For the reasons stated in the foregoing-opinion, the judgment of the district court is reversed and the cause remanded for further proceedings according to law.
REVERSED.