The son of a person's brother or sister. In donative transfers the term designates only that generation of relatives and excludes children or more remote descendants of any such nephew.
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How its tested
Common Examples
6
Will Gift to Nephews Excludes Grandnephews
Testator Neil Nair's will left the residue to my nephews. Neil's brother had two sons and one of those sons had a child of his own. The probate court awarded equal shares only to the two sons because the class term nephews reaches only the children of Neil's siblings.
Bystander Nephew Sees Uncle's Injury
Nate Ndlovu stood beside his uncle when a negligent driver struck him. Nate suffered severe emotional distress from witnessing the accident. Under the zone-of-danger rule he recovered damages because his relationship as nephew satisfied the close-relative requirement.
On September 27, 1964, at approximately 4:30 p.m., at the intersection of Blue Ridge Road and Chenango Avenue in Sacramento County, defendant David Legg operated his motor vehicle in such a manner that it struck and killed two-year-old Erin Lee Dillon. Plaintiff Cheryl Dillon, the mother of the deceased child, was a pedestrian at or near the intersection in close proximity to the accident and actually witnessed the impact and death of her daughter. Plaintiff Robert Dillon, the minor brother of the deceased, was also a pedestrian in close proximity to the accident and witnessed the impact and death of his sister.
The complaint set forth three separate counts seeking recovery for the resulting injuries. In the first count, Cheryl Dillon alleged that as a direct and proximate result of the defendant's negligence she suffered fright, shock, and mental anguish and sustained physical injuries along with great emotional and physical pain and suffering. The second count alleged that Robert Dillon suffered great emotional and physical pain and suffering as a direct and proximate result of witnessing the accident. The third count alleged that Clyde Dillon, the father of the deceased minor, sustained a loss of the affection, society, and companionship of his daughter and incurred funeral and burial expenses.
Defendant demurred to the complaint on the ground that it failed to state facts sufficient to constitute a cause of action. The trial court sustained the demurrers without leave to amend and entered a judgment of dismissal in favor of the defendant. Plaintiffs appealed from that judgment to the Supreme Court of California.
In related proceedings, the trial court granted a motion for judgment on the pleadings against the mother's cause of action but denied a similar motion as to the sister's cause of action, and later denied a motion for summary judgment on the sister's claim. The case thus presented claims by a mother who was not within the zone of danger and by a sibling who may have been within it.
Lord Fairfax devised the Northern Neck to his nephew Thomas Bryan Martin. After the devise the nephew remained a Virginia citizen. The Supreme Court recognized the nephew's title because the will validly transferred the fee to him as a named devisee.
Martin v. Hunter’s Lessee14 U.S. (1 Wheat.) 304 (1816)
In April 1791 an action of ejectment was commenced in a Virginia district court held at Winchester for recovery of land within the Northern Neck tract. Denny Fairfax, a British subject holding under the devise of Thomas Lord Fairfax, was admitted to defend upon the usual terms of confessing lease, entry and ouster. The facts were reduced to a case agreed and treated as a special verdict. On 24 April 1794 the district court entered judgment for the defendant.
The plaintiff appealed to the Court of Appeals of Virginia, the highest court of law in the state. At its April term in 1810 that court reversed the district court judgment and entered judgment for the plaintiff. The case was then removed into the Supreme Court of the United States.
At February term 1813 the Supreme Court reversed the Court of Appeals judgment and issued a mandate directing that its judgment be carried into execution. The Court of Appeals unanimously declined to obey the mandate. It entered judgment declaring that the Supreme Court's appellate power did not extend to it under the Constitution, that section 25 of the Judiciary Act was not in pursuance of the Constitution, that the writ of error had been improvidently allowed, and that proceedings in the Supreme Court were coram non judice.
A second writ of error was brought to the Supreme Court. The underlying facts agreed by the parties show that Lord Fairfax, a citizen and inhabitant of Virginia, died in December 1781 seized of approximately 300,000 acres in the Northern Neck. By his will he devised the lands in fee to his nephew Denny Martin, later Denny Fairfax, a native-born British subject who resided in England until his death between 1796 and 1803 and who never became a citizen of the United States. In 1789 the Governor of Virginia issued a patent granting a portion of the land, described as waste and ungranted and never escheated, to David Hunter, a Virginia citizen, pursuant to a treasury warrant dated 23 January 1788. The case agreed also incorporates the definitive treaty of peace of 1783, the treaty of amity of 1794, and the several Virginia statutes concerning land grants and escheats.
East Cleveland's housing code defined family to exclude a homeowner's nephew. The homeowner sought to keep the nephew in the home. The Court held the ordinance unconstitutional because it intruded on the choice of relatives who may live together.
Moore v. City of East Cleveland, Ohio431 U.S. 494, 503 (1977)
In early 1973, Mrs. Inez Moore received a notice of violation from the city of East Cleveland. The notice stated that her grandson John Moore, Jr., was an illegal occupant of her home. It directed her to comply with the housing ordinance.
Mrs. Moore lived in her East Cleveland home together with her son Dale Moore, Sr., and her two grandsons Dale Moore, Jr., and John Moore, Jr. John came to live with her after his mother's death when he was less than one year old. When she failed to remove John from the home, the city filed a criminal charge against her.
Mrs. Moore moved to dismiss the charge. She claimed that the ordinance was constitutionally invalid on its face. Her motion was overruled. Upon conviction she was sentenced to five days in jail and a $25 fine.
The East Cleveland ordinance limited occupancy of a dwelling unit to members of a single family. The ordinance defined family to include only a husband or wife of the nominal head of the household, unmarried children of the head or spouse provided they have no children residing with them, a parent of the head or spouse, or not more than one dependent child of the head or spouse along with that child's spouse and dependent children.
The Ohio Court of Appeals affirmed the conviction after giving full consideration to her constitutional claims. The Ohio Supreme Court denied review of the case. The United States Supreme Court noted probable jurisdiction of her appeal.
Patrick Pumpkin Seed, nephew of a deceased allottee, claimed an interest in fractionated Indian land. Federal restrictions barred descent of the interest. The Court held the restrictions effected a taking because they prevented the nephew from receiving the property by devise or descent.
Hodel v. Irving481 U.S. 704 (1987)
In the late 19th century, Congress enacted a series of land acts that divided communal Indian reservations into individual allotments for Indians and unallotted lands for non-Indian settlement. The Act of March 2, 1889, allotted 320 acres to each male Sioux head of household and 160 acres to most other individuals on the Great Reservation of the Sioux Nation, with the allotted lands held in trust by the United States.
Ownership of these allotted lands fragmented over successive generations into numerous undivided interests, with some parcels having hundreds of owners. Because the land was held in trust and often could not be alienated or partitioned, the fractionation problem grew over time.
This created administrative difficulties and economic waste. A 1928 report and comprehensive 1960 House and Senate studies indicated that one-half of approximately 12 million acres of allotted trust lands were held in fractionated ownership. In 1983, Congress enacted the Indian Land Consolidation Act. Section 207 provided that no undivided fractional interest in any tract of trust or restricted land within a tribe's reservation shall descend by intestacy or devise but shall escheat to the tribe if such interest represents 2 per centum or less of the total acreage in such tract and has earned to its owner less than $100 in the preceding year before it is due to escheat. The provision was signed into law on January 12, 1983, and became effective immediately, with no compensation provided to owners of escheated interests.
Four enrolled members of the Oglala Sioux Tribe died in 1983 while owning fractional interests subject to the escheat provision. Chester Irving died on March 18, Mary Poor Bear-Little Hoop Cross died on March 23, Charles Leroy Pumpkin Seed died on April 2, and Edgar Pumpkin Seed died on June 23. Collectively the four decedents owned 41 such interests whose values included approximately $100 for the two interests lost by the Irving estate, approximately $2,700 for the 26 interests in the Cross estate, and approximately $1,816 for the 13 interests in the Pumpkin Seed estates.
The three appellees are enrolled members of the Oglala Sioux Tribe who are or represent heirs or devisees of the decedents. Mary Irving is the daughter of Chester Irving, Eileen Bissonette is the guardian for the five minor children of Mary Poor Bear-Little Hoop Cross, and Patrick Pumpkin Seed is the son of Charles Leroy Pumpkin Seed and nephew of Edgar Pumpkin Seed. But for the escheat provision the fractional interests would have passed to the appellees or those they represent. Appellees filed suit in the United States District Court for the District of South Dakota claiming that the escheat provision resulted in a taking of property without just compensation in violation of the Fifth Amendment. The District Court granted summary judgment for the Government. The Court of Appeals for the Eighth Circuit reversed. The Supreme Court granted certiorari.
A testatrix left property to her nephews on condition they marry within the Protestant faith. One nephew married outside the faith. The court invalidated the condition as contrary to public policy and allowed the nephew to take the gift free of the restriction.
Shapira v. Union National Bank315 N.E.2d 825 (Ohio Ct. Com. Pl. 1974)
David Shapira, M. D., died April 13, 1973, a resident of this county. This is an action for a declaratory judgment and the construction of the will of David Shapira, M. D. By agreement of the parties, the case has been submitted upon the pleadings and the exhibit.
The portions of the will in controversy provide that the residue goes to the testator's three beloved children, Buth Shapira Aharoni, Daniel Jacob Shapira, and Mark Benjamin Simon Shapira in equal shares with qualifications. The will states that Daniel Jacob Shapira should receive his share of the bequest only if he is married at the time of the testator's death to a Jewish girl whose both parents were Jewish. In the event that at the time of the testator's death he is not married to a Jewish girl whose both parents were Jewish, then his share should be kept by the executor for a period of not longer than seven years. If Daniel Jacob gets married within the seven year period to a Jewish girl whose both parents were Jewish, the executor is instructed to turn over his share to him. In the event that Daniel Jacob is unmarried within the seven years after the testator's death to a Jewish girl whose both parents were Jewish, or if he is married to a non Jewish girl, then his share should go to the State of Israel, absolutely.
The provision for the testator's other son Mark is conditioned substantially similarly. Daniel Jacob Shapira, the plaintiff, is twenty-one years of age, unmarried and a student at Youngstown State University. The plaintiff alleges that the condition upon his inheritance is unconstitutional, contrary to public policy and unenforceable because of its unreasonableness, and that he should be given his bequest free of the restriction.
Does the term nephews in a will include grandnephews?
No. The term reaches only the children of the testator's brothers and sisters. Children of those nephews are excluded unless the will expressly states a contrary intention.
Supporting sources
When does a gift to nephews create a class gift rather than individual bequests?
A class gift arises when the will uses the group term nephews without naming specific individuals and the class remains open to future change in membership. Named individuals without a relational label produce fixed individual gifts instead.
Supporting sources
How does the single-generation rule affect a gift to nieces and nephews?
The rule limits the class to the children of the testator's siblings. Descendants of those nieces and nephews receive nothing unless additional language shows the testator intended to include them.
Supporting sources
431 U.S. 494, 503 (1977)
…If "family" included all of the householder's grandchildren there would doubtless be the hard case of an orphaned niece or nephew. If, as the appellant suggests, a "family" must include all blood relatives, what of longtime friends? The point is that any definition would produce hardships in some cases without…