Cowles v. Matthews

86 P.2d 273, 197 Wash. 652
CourtWashington Supreme Court
DecidedJanuary 7, 1939
DocketNo. 27193. En Banc.
StatusPublished
Cited by10 cases

This text of 86 P.2d 273 (Cowles v. Matthews) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cowles v. Matthews, 86 P.2d 273, 197 Wash. 652 (Wash. 1939).

Opinions

*653 Simpson, J.

The case at bar involves interpretation of the provisions of a will relative to the creation of trust.

July 20, 1933, plaintiff secured a judgment against E. S. Matthews, which has not been satisfied. March 30, 1938, supplemental proceedings were instituted by plaintiff to ascertain what property, if any, was owned by defendant E. S. Matthews. As a result of the trial by the court, judgment was entered in favor of plaintiff subjecting to the lien of the judgment an interest which defendant E. S. Matthews had in the estate of his father, W. H. Matthews. Defendants have appealed.

The undisputed facts, as shown by the record, are as follows: W. H. Matthews, the father of appellants, died October 17, 1936, leaving a nonintervention will, which, after leaving certain property to his wife, provided as follows:

“The remainder and residue of my property I Will and Bequeath to my three (3) sons to share and share alike, to-wit: William R. Matthews, Edwin S. Matthews and Corwin D. Matthews.
“It is my Will and desire that my said sons allow the property of which I may die seized to remain in its present condition and hold it in trust for a period of five (5) years after the date that this Will is admitted to probate and during said time to draw the revenue and from it invest or re-invest the same after deducting necessary expenses and such sums as may be necessary for living expenses of my said sons.
“I appoint my said sons above named and each of them Executor of this Will or such one or more of them as may qualify as such Executor and direct that my Executor or Executors, as the case may be, may act without bond and without the intervention of court so far as the same can be done under the laws of the State of Washington.
“Should I have any property outside of the State of Washington, then I appoint my said sons and each of *654 them Trustee of said property. I am regarding all of my property as community property.”

The will was admitted to probate and is now in process of settlement.

Appellants urge two errors on the part of the trial court: First, in holding that the will created no trust; and second, in appointing a receiver to take charge of and sell the interest that appellant E. S. Matthews had in the estate.

The intent of the testator, as expressed in his will, must govern if not inconsistent with the rules of law. In order to determine the meaning and effect of any provision in a will, we must examine the written instrument in its entirety to ascertain the true intent of the testator. Rem. Rev. Stat., § 1415 [P. C. § 10042]; In re Lotzgesell's Estate, 62 Wash. 352, 113 Pac. 1105; Shufeldt v. Shufeldt, 130 Wash. 253, 227 Pac. 6; Cotton v. Bank of California, 145 Wash. 503, 261 Pac. 104; In re Doepkes’ Estates, 182 Wash. 556, 47 P. (2d) 1009; In re Phillips’ Estate, 193 Wash. 194, 74 P. (2d) 1015; Bank of California v. Turner, 193 Wash. 270, 74 P. (2d) 987.

Respondent contends that the wording of the will precludes a holding to the effect that a trust was created, because the use of the words “will and desire” merely expressed a recommendation or a desire on the part of the testator. It is clear that a trust fails when mere precatory words are employed evidencing an intent by the testator to bestow upon the trustees complete discretionary power to convey or not to convey. Lanigan v. Miles, 102 Wash. 82, 172 Pac. 894; In re King’s Estate, 144 Wash. 281, 257 Pac. 848; In re Williams’ Estate, 167 Wash. 524, 10 P. (2d) 219; In re Morton’s Estate, 188 Wash. 206, 61 P. (2d) 1309.

This court stated in the case of Hunt v. Hunt, 18 Wash. 14, 50 Pac. 578, that:

*655 “A precatory trust arises out of words of ‘entreaty, wish, expectation, request or recommendation, frequently employed in wills,’ and a trust has been created by such words as ‘hope,’ ‘wish,’ ‘request,’ etc., if they be not so modified by the context as to amount to no more than mere suggestions to be acted upon or not according to the caprice of the interested devisee, or negatived by other expressions indicating a contrary intention, and the subject and object be sufficiently certain.”

The court approved the quotation cited above in the case of In re Hochbrunn’s Estate, 138 Wash. 415, 244 Pac. 698, 49 A. L. R. 7, in which it appeared that F. Hochbrunn left a will devising his property, afte? payment to a brother of certain sums, by using the following words:

“ ‘First. After all just claims against my estate shall have been adjusted and satisfied in full, including those of my last illness, funeral expenses, burial grounds, and the sum of Five Hundred ($500.00) Dollars to each of my executors, hereinafter named, I give and bequeath to my brother Henry Hochbrunn, now residing at No. 371 29th Street, San Francisco, California, the entire residue and remainder of my estate to which I may be entitled at the time of my decease, both real, personal or mixed, and wheresoever located at the time of my decease, with the special request to my said brother that he pay to my sister, Elisa Hochbrunn, of Schwerin, Mecklenburg-Schwerin, Germany, the sum of Ten Thousand ($10,000.00) Dollars out of the proceeds of my estate as soon as possible after my decease; the same may be paid to her by installments, if necessary, but request that no unnecessary delay be made, provided she may survive me.’ ”

In passing upon the section of the will just quoted, Judge Mitchell expressed the views of this court in the following language:

“The words ‘request’ and ‘desire’ used in wills have often been held to be imperative and entirely sufficient *656 to create a trust. Some of such cases, which in turn refer to many others, are as follows: Trustees, etc. v. Epsom School District, 75 N. H. 408, 75 Atl. 100; In re Hamilton’s Estate, 181 Cal. 758, 186 Pac. 587; Daly v. Daly, 142 Tenn. 242, 218 S. W. 213; Seefried v. Clarke, 113 Va. 365, 74 S. E. 204; Hess v. Singler, 114 Mass. 56; Deacon v. Cobson, 83 N. J. Eq. 122, 89 Atl. 1029; In re Dewey’s Estate, 45 Utah 98, 143 Pac. 124, Ann. Cas. 1918A 475; Story, Equity Jurisprudence (14th ed. 1918) vol. 3, § 1444.
“There are cases, cited by the appellants, holding such trusts were not created, such as the Hunt case, supra, Lanigan v. Miles, 102 Wash. 82, 172 Pac. 894, and others, upon an examination of which it will be found that the language employed in the instruments under consideration was mediately - or immediately used in connection with other inconsistent and more dominating provisions of the instruments, or lacking in definiteness and certainty as to amount, or left optional with the legatee to comply or refuse.

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Bluebook (online)
86 P.2d 273, 197 Wash. 652, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cowles-v-matthews-wash-1939.