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The Intestate Succession Act is a remedial statute, only intended to allow representation in a certain situation where the common law denied it. It does not apply where none of the class forming the next of kin at the intestate's death have predeceased him; but only where one or more have predeceased him leaving issue, and one or more survived him.
Agnes Hamilton died leaving certain heritable and moveable estate. She never was married, and left no brother or descendant of a brother; but she had three sisters, who were her nearest relatives, all of whom predeceased her, leaving issue. Mrs Turner was the only child of one; Robert Couper and three sisters the children of another; and Thomas M'Donald and seven brothers and sisters the children of the third. Mrs Turner, Robert Couper, and Thomas M'Donald, were served as heirs-portioners, and took the heritage equally amongst them. All the parties were agreed that the whole residue, both heritable and moveable, fell to be divided as in the case of intestate succession. It is enacted by § 1 of the Intestate Succession Act—“In all cases of intestate moveable succession in Scotland accruing after the passing of this Act, where any person who, had he survived the intestate, would have been among his next of kin, shall have predeceased such intestate, the lawful child or children of such person so predeceasing shall come in the place of such person, and the issue of any such child or children, or of any descendant of such child or children who may in like manner have predeceased the intestate, shall come in the place of his or their parent predeceasing, and shall respectively have right to the share of the moveable estate of the intestate to which the parent of such child or children or of such issue, if he had survived the intestate, would have been entitled: provided always that no representation shall be admitted among collaterals after brothers and sisters descendants, and that the surviving next of kin of the intestate claiming the office of executor shall have exclusive right thereto, in preference to the children or other descendants of any predeceasing next of kin, but that such children or descendants shall be entitled to confirmation when no next of kin shall compete for said office.” And by § 2 it is further enacted—“Where the person predeceasing would have been the heir in heritage of an intestate leaving heritable as well as moveable estate had he survived such intestate, his child, being the heir in heritage of such intestate, shall be entitled to collate the heritage to the effect of claiming for himself alone, if there be no other issue of the predeceaser, or for himself and the
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other issue of the predeceaser, if there be such other issue, the share of the moveable estate of the intestate which might have been claimed by the predeceaser upon collation if he had survived the intestate.” Mrs Turner and her marriage-contract trustees, in addition to her share of the heritage as one of the three heirs-portioners, claimed one-third part of the moveables as being one of the next of kin (through her deceased mother) of Agnes Hamilton.
The younger children of Mrs Couper, and the younger children of Mrs M'Donald, as next of kin of Agnes Hamilton, claimed the whole residue of the moveable estate, to the exclusion of Mrs Turner, maintaining that, Mrs Turner being entitled as one of the three heirs-portioners of the deceased to a third part of the heritage, was excluded from claiming any part of the moveable estate, unless she collated, which she had refused to do. They further argued, that if Mrs Turner was entitled to any part of the moveable estate, the share to which she had right was no more than l-13th, or at most, not more than 1–11th. A Special Case was therefore presented to the Court by Mrs Turner, and her marriage-contract trustees on the one part, and the younger children of Mrs Couper and Mrs M'Donald on the other.
Fraser and Scott for the first parties.
Solicitor-General for the second parties.
At advising—
The difficulty found in this case has perhaps arisen from its being popularly said that the Intestate Succession Act introduced the representation proper to heritage into moveable succession. But the statute did no such thing. It only introduced a provision to remedy one particular grievance; and what the statute says and does the present case very well illustrates. Miss Agnes Hamilton died and left her next-of-kin in thirteen nephews and nieces. One of these was Mrs Turner, who, if nothing had intervened to bar her claim, would have been entitled to one-thirteenth of the moveable succession. The statute says that “where any person who, had he survived the intestate, would have been among his next-of-kin, shall have predeceased such intestate, the lawful child or children of such person so predeceasing shall come in the place of such person.” If another nephew or niece had predeceased Miss Hamilton, leaving a child or children, this enactment of the statute would have given that child or children the same share the parent would have had. This is what the statute provides, and all that it provides, in the clause just quoted. But nothing of the kind occurred. All the nephews and nieces survived Miss Hamilton. They all alike share her succession. The contingency of the statute, therefore, never emerged. The statutory purpose was to bring in a person or persons who under the common law had no right, and whose exclusion was felt to be unjust. There is no such case here. Mrs Turner is not excluded; on the contrary, shares with the others. The object now sought to be obtained is not to introduce her into the succession, but to increase her thirteenth to a third, which is quite away from the statutory intent.
There is thus, as I think, no ground whatever for giving Mrs Turner more than the one-thirteenth of the succession, which she inherits in her own right. But as she also has right as heir to a portion of the heritage, she cannot take this one-thirteenth without collating the heritage; and as she refuses to collate, she is thereby shut out from all share of the moveable succession.
Agent for First Parties— John Walls, S.S.C.
Agent for Second Parties— James Webster, S.S.C.