Bertelmann v. Lucas

31 F.2d 641, 1929 U.S. App. LEXIS 3508
CourtCourt of Appeals for the Ninth Circuit
DecidedApril 1, 1929
DocketNo. 5612
StatusPublished

This text of 31 F.2d 641 (Bertelmann v. Lucas) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bertelmann v. Lucas, 31 F.2d 641, 1929 U.S. App. LEXIS 3508 (9th Cir. 1929).

Opinion

BEAN, District Judge.

This is an action of ejectment commenced in a circuit court of the territory of Hawaii, resulting in a-judgment for the defendants. An appeal was taken to the Supreme Court of the territory, and the judgment affirmed, and hence this appeal.

The common source of title to the property in controversy is the last will and testament of Christian H. Bertelmann, the father of the appellant Frank C. Bertelmann. The will was executed on the 12th day of December, 1891, and the testator died on the 15th of March, 1895. He left surviving him three sons and six daughters. At the time of his death the property in question was under lease to the Kilauea Sugar Company for 25 years, beginning November 1, 1890, and ending November 1, 1915. By his will the income from the lease, amounting to $6,000 per annum, was bequeathed to the wife and children, $2,000 to his wife, and the remainder in equal portions to his children. The property here involved was devised as follows: “Third. At the expiration of the 25 year lease with the Kilauea Sugar Co. it is my sincere wish and will that my lands shall befall in equal shares and interest upon my three sons: Frank Charles; Henry Godfrey and Christian Sylvester Bertelmann or then surviving sons or son. Provided however that at such time these my sons or son shall pay to each one of my daughters or surviving daughters the sum of five thousand dollars ($5000). In case one or two of my sons should be at that time, or within a year from that time unable to furnish, produce or raise the necessary amount to pay to each one of my daughters or surviving daughters his share of the $5000.00 per capita, the two or the one of my sons will have a right to buy the whole of my lands now leased to the K. S. Co. by paying: 1. To eaeh of my daughters or surviving daughters the amount aforesaid of $5000.00. 2. To my shortcoming son or sons the same amount of $5000.00, being the same share as will be paid to my daughters. By doing so, they my sons or he my son will enter in full possession of all my lands; and their or his right and title will be undisputable, provided they or he (my sons or son) comply and fulfill the above mentioned conditions. 3. To my wife Susan Bertelmann a life rent of $2000.00 per annum. I make the payment of all these amounts above given a charge upon all my es-state. Fourth. Should none of my sons be able to pay these amounts, then my lands will be sold at public auction, or leased over again, according to circumstances and best advantage of my family. The money deriving from said sale or lease will be equally divided amongst my children or their lawful .heirs and assigns after the distributive share of dower will have been given to my wife Susan Bertelmann according to law.”

The widow of the testator died in September, 1915, and her interest in the estate thereby terminated, and need not therefore be further considered.

In July, 1902, the will was before the Supreme Court of Hawaii for construction, and [642]*642it was held that the children, of the testator took equal vested estates in fee in the property defeasible as to the interests of the daughters and short-coming sons upon the performance of the conditions therein stipulated by the other son or sons; they being in the meantime contingent executory devisees of such interests. Bertelman v. Kahilina, 14 Hawaii, 378.

After this decision and prior to the expiration of the lease to the sugar company, the appellee Mrs. Lucas purchased the interest of four of the daughters and two of the sons, and later purchased the interest of another daughter. One of the daughters, Mrs. Scott, died after the death of the testator, and her interest descended to her three minor children.

In August, 1920, the appellant. Frank Bertelmann mortgaged his interest in the property to the appellee Mrs. Lucas for $9,-845, assigning his share in the rents to be received from the sugar company. His share in the rents was not sufficient to pay the interest on the mortgage, and the amount secured thereby with accumulated interest is still unpaid and is an outstanding obligation of Bertelmann.

In February, 1903, Bertelmann’s interest in the property in controversy was levied on and sold under execution issued on a judgment recovered against him and purchased by appellee Lucas, and sheriff’s deed therefor executed and delivered to her. Thereafter Mrs. Lucas assumed and exercised control over the property, and in June, 1911, and September, 1925, executed extensions of the lease to the sugar company.

If the sheriff’s deed to her is valid and conveyed title, the appellant Bertelmann was thereby divested of his title and interest in the property, and it was vested in the appellee Lucas. The court below, however, found that Bertelmann permitted the property to be sold on execution and purchased by Mrs. Lucas relying on the representations and promises of her agent that he would attend to the matter and do whatever was necessary to protect Bertelmann’s interest. That, relying on these representations, Bertelmann did hot pay the judgment or attend the sale, although he intended and was able to do so, but allowed the title to be taken by Mrs. Lucas, and therefore ruled that the sheriff’s deed to her was fraudulent and void and did not pass title.

Assuming this conclusion to be correct (although it is difficult to understand how that question could be determined in an action in ejectment), it appears that on October 30,1916, the title to the property in controversy was as follows: One-ninth interest in appellant Frank C. Bertelmann, subject to the mortgage to Mrs. Lucas, seven-ninths interest in Mrs. Lucas, and one-ninth interest in the heirs of Mrs. Scott. '

Neither of the two sons, Henry or Christian, electing to exercise the option or privilege given them by the will to purchase or acquire their sisters’ interests, the appellant Frank Bertelmann conceived the idea of himself doing so. Not having the necessary funds to comply with the conditions of the will and make the required payments, he, entered into a written agreement on October 30, 1916, with his coappellant MeCandless, and with John C. Lane and Noa W. Aluli which, after reciting that under the terms of the will Bertelmann is to pay to his sisters and nonperforming brothers the sum of $5,-000 each in order that he may acquire the fee-simple title to the property in controversy and described in the agreement, and that MeCandless agrees to advance $40,000, more or less, for that purpose, and Lane and Aluli to act as Bertelmann’s counselors and attorneys in any and all legal or equitable proceedings in connection therewith, contains provision that MeCandless will, in consideration of four-ninths interest in the property, make the payment or tender of the sum of $40,000 more or less to the sisters and brothers of Bertelmann, or to Mrs. Lucas and the guardian of the Scott heirs, and in consideration of two-ninths undivided interest Lane and Aluli will undertake to counsel and represent Bertelmann in all legal matters connected with the transaction, in consideration of which, and to secure MeCandless, Bertelmann “hereby sells, assigns, transfers, conveys and grants” to MeCandless and his heirs “forever % undivided interest in and to the said lands and real property hereinabove described,” and “sells, assigns, transfers, conveys and grants” to Lane and Aluli and “their heirs and assigns forever % undivided interest” in the property.

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Related

Bertelman v. Kahilina
14 Haw. 378 (Hawaii Supreme Court, 1902)

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Bluebook (online)
31 F.2d 641, 1929 U.S. App. LEXIS 3508, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bertelmann-v-lucas-ca9-1929.