PEDRIS v. FERNANDO
NLR21V91
[Privy Council.]
Present: Viscount Haldane, Lord Buckmaster, Lord Dunedin.
PEDRIS et al. v. FERNANDO et al.
Joint will-One daughter
disinherited-Property bequeathed to surviving spouse-Survivor dying without
making another will-Does survivor die intestate ?-Is disinherison inoperative ?
Lidolis and Bocha were married in community of property and had three daughters,
Lilian, Rosaline, and Madeline. By then-joint will they confirmed certain deeds
of gift to their daughters, and a deed whereby Rosaline was " to receive Rs. 30
per month after our death." The will proceeded - to declare that beyond this
Rosaline should have no right to their estate, and expressly disinherited her.
The will further contained a request of the residuary property to the survivor.
Lidolis died first, and then Bocha, without having made another will.
Held, that Bocha had not died intestate.
Where an heir has been disinherited by a will, and no specific devise or request
has been made of the property to others, the disinheriting clause is not
invalid.
THE
judgment of the Supreme Court is reported in 19 N. L. R. 369.
May 22, 1919. Delivered by
Viscount Haldane:
-
The question which their Lordships have to consider in this case is one of
construction only. By their joint will two spouses, the father and mother of the
daughters who are the parties in this appeal,
after ratifying certain deeds of gift in
favour of their daughters, went on to ratify another deed of gift in favour of
the first appellant daughter, whereby, as recited in the joint will, the first
appellant was to receive only a sum of Rs. 30 per month out of the property, the
subject of this deed. The joint will then declared that , " save and except the
said monthly sum of Rs. 30 which " the first appellant "is to receive during her
lifetime after the death of her parents in terms of " the deed just referred to,
" she shall have no manner of right to or interest in any share or part of our
estate, and we do hereby expressly disinherit her and her descendants." The
joint will next proceeded as follows: " We do hereby devise and bequeath all the
rest and residue of our property, movable and immovable, of what kind or nature
soever, nothing excepted, unto the survivor of us, " and appointed such survivor
to be executor or executrix.
The father died first, and the mother took out probate and conveyed to herself
all the property belonging to the estate of her deceased husband. She afterwards
herself died without having made any testamentary disposition other than the
joint will.
The point raised in the litigation which has given rise to this appeal is
whether the first appellant is entitled to share in her mother's estate as if
the latter had died intestate. Was the operation of the clause in the will
disinheriting the first appellant exhausted when the husband died, or did it
operate further as expressing the will of the mother upon her death?
The Roman-Dutch law applicable to such joint wills is well
settled. In the judgment delivered by this Board in
Denyssen v. Mostert,1 [1 L. R. 4 P. C. 236.] which was
approved in the later case of Natal Bank v. Rood,2 [2 (1910) A. C.
670.] it was laid down that such mutual wills are to be read as separate
wills, the dispositions of each spouse being treated as applicable
to his or her share of the joint property. There is, in their Lordships'
opinion, nothing in the will before them to exclude this construction, or to
show an intention that the will should be that only of the spouse who died
first. If this be so, there is a clear intention expressed that the
first appellant should be excluded from succeeding along with the others
who would succeed by law, in the absence of an
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