Manoukian v. Tomasian
Decision Date | 20 September 1956 |
Docket Number | No. 12907.,12907. |
Citation | 237 F.2d 211 |
Parties | Sarah MANOUKIAN and Gloria Tatigian Individually and as Executrices of the Estate of Kohar Tomasian, deceased, Appellants, v. John M. TOMASIAN, Appellee. |
Court | U.S. Court of Appeals — District of Columbia Circuit |
Mr. Rutherford Day, Washington, D. C., entered an appearance for appellee, for whom no brief was filed.
Before EDGERTON, Chief Judge, and BAZELON and WASHINGTON, Circuit Judges.
Plaintiff-appellee is one of the six children of Mrs. Kohar Tomasian, now deceased. Mrs. Tomasian's will, after provision for payment of debts and funeral expenses, devised and bequeathed a sum to a named charity, and the residue of her estate equally to her six children, who are also her sole heirs.1 The only witnesses to the will were two of her daughters, appellants here. They were named executrices by the will and were examined in the probate proceedings. Appellee, after probate had been granted, brought this action to construe the will on the theory that under Sections 19-104 and 19-105 of the D.C.Code,2 appellants were barred from taking under the will because they were its sole witnesses and had testified to establish it. The District Court granted summary judgment for appellee, relying on these statutory provisions.
Appellants urge that this result is most unjust, and defeats the intention of the testatrix to treat all her children equally. They note that no fraud or undue influence is alleged or even suggested, and urge that they witnessed the will in good faith, at testatrix' request. Appellee, they say, is relying on a technicality in order to disinherit two of his sisters and increase his own share in the estate.
Sections 19-104 and 19-105 of the D.C. Code are derived from the statute of 25 Geo. II, Ch. 6, §§ 1, 7, adopted by Parliament in 1752. Prior to that time, in order to destroy any incentive to a witness to perjure himself to establish a fraudulent will making a devise to him, the courts had refused to permit a witness who was a devisee under a will to testify to establish that will. The effect of this attitude of the courts was to prevent establishment of the will in its entirety. In order to preserve as much of the will as possible, while continuing to discourage efforts to establish fraudulent wills, Parliament passed the statute of 1752, which permitted the devisee-witness to testify, and which voided only the devise to him.
In most jurisdictions within the United States, there are legislative enactments specifically dealing with this problem in a manner essentially like the statute of 1752. See Bordwell, The Statute Law of Wills, 14 Iowa L.Rev. 1, 20, 22 (1928). In the vast majority of such jurisdictions, however, the legislature has concluded that it could soften the rigors of the old statute, without in any way undermining its efficaciousness, by permitting one who would take a share of the estate were it to pass by intestacy to take the devise in an amount no greater than his intestate share. See Bordwell, supra, at 24-25.3 We think that in cases like the present one such a rule is sound.
The manifest object of the English statute of 1752 was to give maximum effect to wills witnessed by legatees and at the same time eliminate the opportunity for witness-legatees to benefit from fraudulent attestation. But in the instant case the witness-legatees would — because of the bequest to charity — receive a greater share of the estate by intestacy than under the will. Consequently were Section 19-104 to be literally applied, witness-legatees situated like these appellants would have an opportunity to benefit from fraudulent efforts — such as false denial of proper attestation — to defeat the probate of a will. Thus the "very evils to be remedied", Van Beeck v. Sabine Towing Co., 1937, 300 U.S. 342, 350-351, 57 S.Ct. 452, 456, 81 L.Ed. 685, would be resurrected. We cannot ascribe such an intent to the framers of the statute. The basic purpose of the statute — to uphold wills while eliminating possibilities of fraud — is in our view best carried out by holding that the witness-legatee who is also an heir at law can testify as to the execution of the will, and can take his devise under the will, but in an amount no greater than his intestate share. Cf. In re Trotter 1899, 1 Ch. 764; Gurney v. Gurney, 3 Drew 208, 61 Eng.Rep. 882 (1855).
We think such a holding is proper here, under established principles. Holy Trinity Church v. United States, 1892, 143 U.S. 457, 459, 12 S.Ct. 511, 512, 36 L.Ed. 226. (Emphasis supplied.) Thus has the Supreme Court applied the "equity of the statute" doctrine4 to exempt under appropriate circumstances a specific case from broad statutory language.
Furthermore, we must point out that Sections 19-104 and 19-105, unlike most portions of the District of Columbia Code, are not themselves acts of Congress passed for the government of the District. Instead, they are part of the law of the District because they are British statutes which were recognized as being in force in Maryland prior to the cession of the District in 1801, and which were maintained in effect by the Act of March 3, 1901, 31 Stat. 1189, D.C.Code 1951, § 49-301. The Code section just cited reads as follows:
The congressional reference to old British laws in the section just quoted gives to those laws only "that force which they previously had in this tract of territory under the laws of Maryland." See Bank of Columbia v. Okely, 1819, 4 Wheat. 234, 242, 17 U.S. 234, 242, 4 L.Ed. 559. What was the force which the statute of 1752 "previously had"? It was received here during the colonial period not because of a voluntary reception by American courts — as was usually the case — but because the Act of Parliament in question by its terms applied to the colonies. Thus it seems clear that during the colonial period, the statute had the effect of a legislative enactment. From this it might be argued that this statute, in contrast to those voluntarily received here, should continue to have the force of legislative enactment. But after the Declaration of Independence British statutes were no longer the commands of an effective sovereign power in Maryland. Maryland decreed in 1776, in its original Declaration of Rights:
"That the inhabitants of Maryland are entitled to the common law of England, and the trial by jury according to the course of that law, and to the benefit of such of the English statutes as existed at the time of their first emigration, and which by experience, have been found applicable to their local and other circumstances, and of such others as have been since made in England or Great Britain, and have been introduced, used, and practised by the courts of law or equity * * *." See D.C. Code 1951, Vol. 1, p. xx.
The Declaration of Rights drew no distinction between British statutes which were expressly made applicable to the colonies by Parliament, and those which were not. The statute of George II thus must be given the same force as — and no more than — any other British statute received here by July 4, 1776.5 That it was so received here by that date is, of course, not to be questioned. Elliot v. Brent, 1887, 6 Mackey 98, 102, 17 D.C. 98, 102.
British statutes antedating the Declaration of Independence have almost universally been regarded as having the effect of judicial precedent, rather than legislative enactment. Bogardus v. Trinity Church, N.Y.Ch. 1833, 4 Paige 178, 198, affirmed N.Y.Ct. of Errs.1835, 15 Wend. 111.6 Such statutes are for many purposes considered part of our common law, Doe ex dem. Patterson v. Winn, 1831, 5 Pet. 233, 241-242, 30 U.S. 233, 241-242, 8 L.Ed. 108; cf. Gertman v. Burdick, 1941, 75 U.S. App.D.C. 48, 53, 123 F.2d 924, 929, certiorari denied sub nom. Burdick v. Burdick, 1942, 315 U.S. 824, 62 S.Ct. 917, 86 L.Ed. 1220, to be applied by American courts like the common law, rather than like enactments of our own legislatures. In...
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