Church v. Jones

141 P.2d 764, 60 Cal. App. 2d 795, 1943 Cal. App. LEXIS 586
CourtCalifornia Court of Appeal
DecidedOctober 9, 1943
DocketCiv. No. 12391
StatusPublished
Cited by9 cases

This text of 141 P.2d 764 (Church v. Jones) 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
Church v. Jones, 141 P.2d 764, 60 Cal. App. 2d 795, 1943 Cal. App. LEXIS 586 (Cal. Ct. App. 1943).

Opinion

PETERS, P. J.

The executor and executrix of the will of Robert Jones, being in doubt as to whether there had been an ademption of certain legacies contained in the will, petitioned for instructions under section 588 of the Probate Code. The lower court determined that the bequests in question were specific. Inasmuch as there was no property of the kind described in the legacies in question in the estate at the time of death, the result of such holding is that the legatees involved will receive nothing under the will. From this order the legatees adversely affected prosecute this appeal.

The appeal has been taken on an agreed statement of facts. . It appears therefrom that the decedent left a will executed in San Francisco on April 22, 1921. In the first main paragraph of the will he directed that his debts be paid and that his body be shipped to the family burying ground at Umgall, Templepatrick, County Antrim, Ireland. The next paragraphs are the ones here directly involved. So far as pertinent here, they read as follows:

[797]*797“SECONDLY, I hereby give and bequeath, five one thousand dollar Pacific Gas & Electric five percent bonds, to my Mother Ann Jones, she to receive the income from said bonds as long as she lives, at her death the bonds to be divided one each to my brothers, David, James, William, Nevin, Samuel Jones. I appoint my brothers, David Jones, James Jones, William Jones, Trustees for my Mother without bonds.
‘ ‘ (third) I hereby give and bequeath two one thousand dollar Pacific Gas & Electric five percent bonds to Lyle Hill Presbyterian Church, at Lyle Hill, Templepatrick, County Antrim Ireland, the income from said bonds to be divided equally—between Ballyutoag Sunday school, and Lyle Hill sun-day school. When the bonds become due, the money to be reinvested by the trustees of Lyle Hill Church, the income to be divided equally between the above mentioned Sunday schools.”

The testator then bequeathed his jewelry to his wife to be kept by her for his son Robert Jones, and then left the balance of his estate one-third to his wife and two-thirds to his son, with certain detailed provisions as to what should happen in the event his son should predecease him. After certain other provisions not here material he provided: “I request the executors of my will to pay the Inheritance Tax if any, out of my estate, on the bonds given to the trustees for my mother, and the bonds given to Lyle Hill Church.” He also purported to list the property in his estate but did not make any reference therein to the Pacific Gas & Electric Company bonds.

According to the agreed statement, when the will was executed on April 22, 1921, the deceased owned ten $1,000 General and Refunding five percent bonds of the Pacific Gas & Electric Company, having purchased seven such bonds on March 7, 1921, and three on April 5, 1921. These bonds were unregistered bearer bonds. They remained in the possession of the deceased until January 5, 1937, when they were redeemed by the issuing company for $10,000. The testator died October 19, 1941, and on that date owned no Pacific Gas & Electric Company bonds. The mother of the testator predeceased him, but whether she died before or after the bonds were redeemed does not appear.

The lower court found the facts as above indicated, and concluded therefrom that “the testator intended at the time he made his will to bequeath, by the terms of Paragraphs ‘Secondly’ and ‘third’ of his will specific Pacific Gas and Electric Company 5% bonds then in his possession.”

[798]*798If this conclusion is correct there was an ademption and the named legatees receive nothing under the will. On the other hand, if the bequests were general in nature they must be satisfied from the general assets of the estate.

The problem as to whether a particular bequest is specific, general, or demonstrative has many times been considered by the courts. The cases from the various jurisdictions have not been entirely consistent in their determinations. Running through the cases, however, from this and other jurisdictions, are certain fundamental concepts which have been almost universally adopted. Thus, regardless of statutory definitions (see § 161, Prob. Code) the fundamental and controlling factor is the intent of the testator at the time the will was drafted as expressed in the will considered as a whole and in light of the surrounding circumstances. (Estate of Jepson, 181 Cal. 745 [186 P. 352]; see cases collected 26 Cal.Jur. p. 1038, § 316; 69 C.J. p. 925, § 2095; 4 Page on Wills, Lifetime Ed., p. 101, § 1392.) The intention to be determined is whether the testator intended to give a specific thing, and that alone, or whether he intended to give a bequest that, in any event, should be paid out of his general estate. In determining this intent, the courts have held that there is a strong presumption that the bequest was intended to be general and not specific, and, in cases of doubt, the courts will presume that the testator intended to give a general bequest rather than a specific one. (Estate of Jepson, 181 Cal. 745 [186 P. 352]; see discussion and cases collected 4 Page on Wills, Lifetime Edition, p. 101, § 1392 at pp. 105-106; 69 C.J. p. 926, § 2096.)

In applying these rules to bequests of stocks, bonds and other securities it is quite generally held that “A gift of a certain number of shares of stock, bonds, and the like, described by the corporation, obligator, and the like, or by value or quantity) but not indicating any specific lot of such securities, is a general legacy; even if testator owned the exact number of such securities, or if such securities were in certificates of deposit of such denominations that any one would satisfy the provisions of the will. . . . Even if the bonds are described by number, the gift may be general, if the language does not show that testator intended to pass bonds which he owned at his death.” (4 Page on Wills, Lifetime Ed., p. 122, § 1397.) In the footnotes the author has collected and cited cases from many jurisdictions that support the quoted rules with only [799]*799a very few eases noted as contra. (See, also, many eases collected 69 C.J. p. 930, § 2104, where the same rules are stated.) While precedents are only of doubtful value in interpreting the language of a will, unless the contents of the entire will are set forth in the opinion, the following cases are illustrative of how far the courts have gone in applying the presumption that a particular bequest is general and not specific. In Ives v. Canby, 48 F. 718, a bequest of “$2,000 of the South Ward Loan of Chester, Pennsylvania” by a testator who owned $10,000 of bonds known by that designation, was held to be a demonstrative, and not a specific legacy, and was therefore not adeemed by the payment of the bonds before the testator’s death. The court held that, before a legacy would be construed to be specific, there must be some expression in the will from which an intention to confine the bequest to the particular securities can be inferred, and mere possession of such securities at the time the will was drawn will not make such a bequest specific.

In Lyons v. Lyons, 224 F. 772 (aff. 233 F. 744 [147 C.C.A. 510]) a testator bequeathed to his wife “all my shares, of the capital stock of the Home Bank for Savings of Clarksburg, West Virginia, amounting in all to twenty (20) shares.” At the time of his death he owned but twelve such shares.

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Bluebook (online)
141 P.2d 764, 60 Cal. App. 2d 795, 1943 Cal. App. LEXIS 586, Counsel Stack Legal Research, https://law.counselstack.com/opinion/church-v-jones-calctapp-1943.