Cope v. Turner

200 Cal. App. 2d 757, 19 Cal. Rptr. 694, 1962 Cal. App. LEXIS 2770
CourtCalifornia Court of Appeal
DecidedFebruary 27, 1962
DocketCiv. No. 20155
StatusPublished
Cited by2 cases

This text of 200 Cal. App. 2d 757 (Cope v. Turner) 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
Cope v. Turner, 200 Cal. App. 2d 757, 19 Cal. Rptr. 694, 1962 Cal. App. LEXIS 2770 (Cal. Ct. App. 1962).

Opinion

TOBRINER, J.

While the words which the draftsman used in the testamentary trust involved here might be construed to produce an intestacy or a distorted distribution of the share of the income in dispute, we believe that a proper construction of the trust will effectuate the design and purpose of the testatrix without incurring these undesirable consequences and without transgressing upon principle or previous decision.

We probe here an appeal from an order instructing the trustee of a testamentary trust as to the persons entitled to receive the income of the trust after the death of Mrs. Ethel Hartson Turner, the granddaughter of the testatrix. Appellants, the son and daughter of Mrs. Turner, and the great-grandchildren of the testatrix, raise three issues on appeal: (1) Are they entitled to 4/12ths of the income formerly received by their mother as the sole legal heirs of their grandfather on the theory that the right to the income descended to them, or does respondent, the testatrix’ daughter, take under the substitutionary clause of the will? (2) Are appellants entitled to the l/12th of the income received by their mother from their great-uncle, Channing? (3) Did the [760]*760trial court err in its construction of the term “Phoenix Block” as used in the trust, and if so, did the income which was- directly bequeathed to their mother descend to appellants? For the reasons pointed out infra, we have found in favor of appellants on the first and second propositions and of respondent on the third.

Electa B. Hartson (hereinafter referred to as “testatrix”) died in 1902, leaving a will with codicil which created the trust with which we are here concerned. The will and codicil were admitted to probate, and the court entered a final decree of distribution on November 21, 1903. The significant portions of the trust follow: 1 ‘ That said Trustees shall monthly reserve from the rents and income of said property a certain sum which will be sufficient in their judgment to pay the taxes, insurance, repairs and expenses . . . and shall pay the remainder of said monthly income as follows: “The Income from the Phoenix Block:

“One-third (%) thereof to her daughter, Daisie A. Hart-son; one-third (%) thereof to her son, Channing K. Hartson; and the remaining one-third (%) to her son, Burnell C. Hart-son; and the income from the balance of said trust property said Trustees shall pay:
“One-third (%) thereof to her daughter, Daisie A. Hart-son; one-third (%) thereof to her son, Channing K. Hart-son; and the remaining one-third (%) to her son Burnell C. Hartson, and his daughter, Ethel Hartson, as follows: one-quarter (^4) of said one-third (%) to said Ethel Hartson, and the remainder to Burnell C. Hartson.
“That said Trustees shall pay the income of said property as above set out, for and during the term of the natural lives of her said children, and upon the death of any one of her said children then the amount which should have been paid to such deceased child as his or her share therein, shall be paid by the said Trustees to the legal heirs of her said deceased child, if there should be any living at such time, and if not, then the share of such deceased child shall be divided between the remaining living children.”

The trust provides for its termination and specifies that, upon such termination, the distribution of the corpus will be as follows:

“That upon the death of her last surviving child, then said trust shall absolutely cease and determine, and the Trustees surviving shall convey all of the property still remaining in théir hands as Trustees to the surviving heirs of each of her [761]*761children, in the same proportions and amount as her said children or their heirs were each receiving in the income of said property at the time of his or her death.”

Three of her children survived the testatrix: Daisie A. Hartson, who subsequently became Asenath H. Cope (hereinafter referred to as "respondent”) ; Channing K. Hartson (hereinafter referred to as "Channing”); and Burnell C. Hartson (hereinafter referred to as "Burnell”). Testatrix also left surviving her a granddaughter, Ethel Hartson, the daughter of Burnell, who subsequently became Ethel Hartson Turner (hereinafter referred to as "Mrs. Turner”). The respondent remains as the last surviving child of testatrix.

On the date of Mrs. Turner’s death she was receiving 5/12ths of the trust income. She received 4/12ths of the income as the last surviving heir of her deceased father, Burnell; she enjoyed l/12th of the income as one of the heirs of her uncle, Channing.

We set forth the history of Mrs. Turner’s acquisition of the 4/12ths of the income. Burnell died in 1928 leaving as surviving heirs Elizabeth Hartson, his wife (hereinafter referred to as "Elizabeth”), and Mrs. Turner, his daughter. These two persons succeeded in equal portions to the stated share. When Elizabeth died in 1930, Mrs. Turner, as the sole surviving heir of Burnell, took the share that Elizabeth had been receiving, thus giving to Mrs. Turner, in all, 4/12ths of the income.

The parallel history of Mrs. Turner’s acquisition of the additional l/12th share of the income relates to the death of her uncle, Channing. When Channing died in 1930 he left as surviving heirs his wife, Ida, who is presently alive; his sister, the respondent'; and his niece, Mrs. Turner. Ida took 2/12ths, respondent, the sister, took l/12th, and the remaining l/12th went to Mrs. Turner by right of representation through her father, Burnell, who would have received it if he had been living.

Thus, at the time of her death, Mrs. Turner received 5/12ths of the trust income. She derived l/12th as one of the legal heirs of her uncle, Channing. She received 4/12ths as the legal heir of her father, Burnell. As to this latter, y^th. of the 4/12ths, or l/12th, came to her as a direct' bequest in the event that there were any income from the property other than the Phoenix Block. It will be recalled that the testamentary trust provided that as to income from the "balance of said trust property” there would be distributed "One-[762]*762quarter (i4) of said one-third (%) to said Ethel Hartson. 99

The trial court found that no income accrued from the balance of said property; that the term “ ‘Phoenix Block’ ” comprised all the real property designated in the decree as “ ‘Tract B’. . . The parties have stipulated that no other real property remains in the trust other than that so designated. In that event the direct bequest of a portion of the income from property other than the Phoenix Block to Mrs. Turner does not take effect. Appellants, however, except to the finding; we have nevertheless concluded, as we point out infra, that as to this issue the trial court was correct.

The trustee, American Trust Company, filed a petition for instructions as to the proper party to receive the share of the income formerly paid to Mrs. Turner. On March 14, 1958, the court directed that the income be paid to respondent. Later, at the request of appellants, the court, pursuant to section 473 of the Code of Civil Procedure, vacated the order. Appellants thereupon claimed to be the sole heirs of their mother, Mrs. Turner, and the present heirs of their grandfather, Burnell, and hence entitled to the share of the income which their mother received prior to her death.

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Related

Christen v. Schuert
238 Cal. App. 2d 521 (California Court of Appeal, 1965)
Estate of Hartson
200 Cal. App. 2d 757 (California Court of Appeal, 1962)

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Bluebook (online)
200 Cal. App. 2d 757, 19 Cal. Rptr. 694, 1962 Cal. App. LEXIS 2770, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cope-v-turner-calctapp-1962.