Brown v. Rainville

155 P.2d 390, 67 Cal. App. 2d 800, 1945 Cal. App. LEXIS 1211
CourtCalifornia Court of Appeal
DecidedFebruary 5, 1945
DocketCiv. No. 14664
StatusPublished
Cited by1 cases

This text of 155 P.2d 390 (Brown v. Rainville) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brown v. Rainville, 155 P.2d 390, 67 Cal. App. 2d 800, 1945 Cal. App. LEXIS 1211 (Cal. Ct. App. 1945).

Opinion

WHITE, J.

This is an appeal from an order denying a petition for partial distribution. The decedent, Henry H. Cline, died testate on the 17th day of June, 1937. His will dated December 11, 1936, was duly admitted to probate. The third paragraph of said will reads as follows:

“I hereby give and bequeath to Madylon M. Brown of Los Angeles, Calif, the sum of Three Thousand ($3,000.00) Dollars, inherited by me from the estate of my father, Samuel Newton Cline, and I direct that this sum be paid before any other bequest hereinafter made. ’ ’

By her petition for partial distribution filed herein, appellant alleged that decedent’s estate is of the total value of $31,615; that there is sufficient cash on hand in said estate, to wit the sum of $5,330 or thereabouts, to pay all legatees under the terms of said will; that over four years have elapsed since the issuance of letters testamentary and more than six months since the first publication of notice to creditors; that no unpaid claims of creditors remain; that the cash on hand is sufficient to pay, over and above any specific bequests, all expenses of administration; that there are no inheritance taxes due the State of California; and that all personal property and other taxes due from said estate have been paid.

The answer to the petition expressly admits that the administratrix of the estate has on hand a sum in excess of $5,000, and that the will contains the foregoing provision for the $3,000 legacy to appellant. It is further averred by the answer that one of the assets of the estate is a note for $24,000, the makers of which have been adjudged bankrupt, by reason of which fact the amount of money which the estate will receive in payment of said note is uncertain, and therefore, the estate cannot be closed.

Finally, the answer alleges that the decedent herein, Henry H. Cline, never received from the estate of his father the sum of $3,000, or any other sum, and that there did not come into the hands of the testator in his lifetime, or into the hands of the administratrix of his estate, subsequent to his death, the sum of $3,000, or any part thereof. That therefore the legacy to appellant herein is adeemed.

[802]*802Upon the evidence introduced, the trial court found that the value of the estate of decedent’s father, Samuel Newton Cline, deceased, was approximately $4,000, and that said estate was distributed to the four children of said Samuel Newton Cline; that'the decedent, Henry H. Cline, did not receive out of the estate of his father the sum of $3,000 as specified in the third paragraph of the last will and testament of said decedent. The court then found further that the aforesaid third paragraph of the last will and testament of Henry H. Cline, deceased, “was adeemed by reason of the fact that the said Herman H. Cline, deceased, did not, during his lifetime, nor did his estate, subsequent to his death, receive out of or from the estate of his father, .Samuel Newton Cline, deceased, the sum of Three Thousand Dollars ($3,000.00).”

Based upon the foregoing findings the court made its order that the petition of appellant herein for partial distribution be dismissed. It is from such order that this appeal is prosecuted.

. Prom the record before us, it would appear that at the trial evidence, both documentary and oral, was introduced. Prom the findings of the trial court, we conclude that the superior court file containing the inventory and appraisement filed in the matter of the estate of Samuel Newton Cline, deceased, was introduced into evidence and therefrom the court found “that the value of the Estate of Samuel Newton Cline, Deceased, was approximately Pour Thousand Dollars ($4,000.00), and that said estate was distributed to the four (4) children of said Samuel Newton Cline, and that Henry H. Cline, also known as Herman H. Cline and H. H. Cline, deceased, did not receive out of the Estate of Samuel Newton Cline the sum of Three Thousand Dollars ($3,000.00) as specified in paragraph third of the Last Will and Testament of said Henry H. Cline.”

The-parol evidence consisted of the testimony of James W. Cline, who was the administrator of .the estate of Samuel Newton Cline, father of the decedent in the instant proceeding. This witness testified that at or about the time when the court had ordered distribution of the estate of Samuel Newton Cline, which was some time in 1928, the four children, including the decedent herein Henry H. Cline, met and adjusted certain debts owing from some of the heirs to their father, and divided certain moneys obtained from a $3,000 mortgage held by the father or the administrator of his es[803]*803tate; that, as a result of this adjustment and settlement made out of court, the testator herein, Henry H. Cline, received approximately $2,200. While it is not particularly clear, we interpret the record herein to mean that the estate of testator’s father was appraised at $4,100. If that be true, then testator herein inherited one-fourth of $4,100, or $1,025. Appellant, however, urges that, while the inventory and decree of distribution in the father’s estate show that the amount inherited by the testator was considerably less than $3,000, the $2,200 received outside of the probate proceedings came from the father’s estate and was therefore “inherited” by the testator, and, in any event, that the interest on the $2,200 from the date of its receipt by the testator in 1928 up to the time when he made his will in 1936 would easily bring the total amount up to $3,000.

From a reading of paragraph third of the testator’s will, it is at once apparent from his use of the language “the sum of Three Thousand Dollars ($3,000.00) inherited by me from the estate of my father” that it was his understanding and belief that he had in fact, as he declared, inherited the sum of $3,000 from the estate of his father and that he bequeathed such inheritance to appellant herein.

Upon this appeal respondent administratrix has apparently abandoned her claim urged in the trial court that the testator never received the sum of $3,000 from his father’s estate, because, in her brief, she says with reference to such inheritance “It is immaterial what the sum was, whether it was $3,000.00 or whether it was less.” Respondent now stands upon the claim that the legacy here involved is a specific legacy, and, the subject matter thereof not being in existence at the time of the death of the testator, the legacy has failed and the bequest to appellant was adeemed. Therefore, the primary question presented on this appeal is whether the aforesaid pertinent bequest in paragraph third of testator’s will constitutes a specific, demonstrative or general legacy, and, if it be construed as a specific bequest, has the legacy failed 1

Subdivision 1, section 161, of the Probate Code defines a specific legacy as follows:

“A legacy of a particular thing, specified and distinguished from all others of the same kind belonging to the testator, is specific. ...”

[804]*804Subdivision 2 of the section thus defines a demonstrative legacy:

“A legacy is demonstrative when the particular fund or personal property is pointed out from which it is to be taken or paid.”

After defining an annuity and a residuary legacy in subdivisions 3 and 4, the same section, in subdivision 5 thereof, provides: “All other legacies are general legacies.”

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Related

Estate of Cline
155 P.2d 390 (California Court of Appeal, 1945)

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Bluebook (online)
155 P.2d 390, 67 Cal. App. 2d 800, 1945 Cal. App. LEXIS 1211, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-rainville-calctapp-1945.