Crittenden v. Dorn

274 F. 520, 1921 U.S. App. LEXIS 1365
CourtCourt of Appeals for the Ninth Circuit
DecidedAugust 1, 1921
DocketNo. 3423
StatusPublished
Cited by2 cases

This text of 274 F. 520 (Crittenden v. Dorn) 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
Crittenden v. Dorn, 274 F. 520, 1921 U.S. App. LEXIS 1365 (9th Cir. 1921).

Opinion

ROSS, Circuit Judge.

The nature of this case is such that to an intelligent understanding of it a somewhat full statement of the facts and proceedings is essential. It grew out of a certain deed of trust, of date September 12, 1900, by James de la Montanya, of San Francisco, therein designated as trustor, by which he conveyed to D. S. Dorn, of the same city, in trust, certain specifically described real property, the first of which was a lot on Clay street in San Francisco, and being the property in contest between the parties to the present appeal; the second specifically described parcel, referred to as the outside lands, and being designated in the record as the Point Lobos property; and the third parcel being situate in Alameda county, and referred to in the record as the Oakland property.

The deed provided in effect in the first and second clauses thereof that the trustee should take possession of the property, collect the rents, issues, and profits thereof, and pay out of the income or its accumulations or conversions the expenses of the trust, costs of maintenance, rebuilding, or construction, and all expenses incidental to the trust, and by its third subdivision provided that, after making such payments and setting aside as much as he should consider necessary' for any of the purposes authorized by the deed, the trustee should pay to the trustor the net income of the property or such part thereof as the latter might reqtdre and apply for during his life, “for the purpose of supporting said James de la Montanya, and for the maintenance and education of Lorraine de la Montanya, the minor daugh[522]*522ter, and Jacques de la Montanya, the minor son,” of the trustor. The fourth paragraph is as follows:

“In case the said James de la Montanya shall die before Lorraine de la Montanya and Jacques de la Montanya, or both of them, or either of them, then the said party of the second part, trustee herein, and upon the happening of that event, shall thereafter pay so much of the said net income of the property hereinbefore described,, or hereafter held by the trust hereby created, as he in his judgment shall deem necessary for the support and proper education of said Lorraine de la Montanya during her minority, and the said Jacques de la Montanya during his minority, or in case one of them is dead, to the survivor of them during such survivor’s minority. As soon as Lorraine de la Montanya shall have attained her majority, in case she lives that long, then the said trustee shall pay one-half oí the net income as herein defined thereafter accruing to the said Lorraine de la Montanya, and as soon as] the said Jacques de la Montanya shall have attained his majority then the said trustee shall pay to the said Jacques de la Montanya one-half of the net income derived as herein defined thereafter accruing to the said Jacques de la Montanya. In case the said Lorraine de la Montanya or Jacques de la Montanya shall either of them die before arriving at the age of majority and without issue, then and in that case, when the survivor arrives at the' age of majority, said trustee shall thereupon pay all of the net income as herein defined thereafter accruing to the said survivor. In ease of the death of Lorraine de la Montanya after the death of James de la Montanya, leaving issue surviving her, then and in that case the income hereby directed to be paid to the said Lorraine de la Montanya, or such part thereof as the said trustee may deem necessary, shall be expended for the support, maintenance, and education of said issue during the minority of said issue, and as each of said issue attains his or her respective majority, the trustee shall pay to each of said issue such part of the income of said deceased parent as is equal to the quotient of the entire income of such parent divided by the number of such children, or, if there is but one child, the entire share of the income of such parent; but in case she so dies without issue, such income accruing after the said majority of said Jacques de la Montanya shall be payable to Jacques de la Montanya, if he is alive. In case of the death of Jacques de la Montanya after the death of James de la Montanya, leaving him issue surviving, then and in that ease the income hereby directed to be paid to the said Jacques de la Montanya, or such part thereof as the said trustee may deem necessary, shall be expended for the support, maintenance, and education of said issue during the minority of said issue, and as each of said issue attains his or her respective majority the trustee shall pay to each of said issue such part of the income of said deceased parent as is equal to the quotient of the entire income of such parent divided by the number of such children, or if there is but one child the entire share of the income of such parent, but in case he so dies without issue such income accruing after the majority of said Lorraine de la Montanya shall be payable to Lorraine de la Montanya if she is alive. Upon the death of the survivor of Lorraine de la Montanya and Jacques de la Montanya, James de la Montanya being dead, then this trust shall therewith instantly terminate, and all of the property held under and by virtue of the trust hereby created, without any act or acts on the part of the trustee herein made, or any other person, shall immediately vest in fee simple, one-half in the heirs of the body of Lorraine de la Montanya, if she leaves any, and one-half in the heirs of the body of Jacques de la Montanya, if he leaves any; but if either of them shall die without issue, then in the heirs of the body of the other, and if both of them should die without issue, then the said property shall vest in equal proportions in the heirs at law of James de la Montanya, the father of the party of the first part herein.”

The fifth pargraph declares the intent and purpose of the instrument to be to restrain the trustor and his two named children from [523]*523transferring or in any way disposing of any interest in the trust property, to the end that the trust “shall be irrevocable and not to be terminated, except on the happenings of the contingencies herein expressed.” The ninth paragraph declares the trust property to be the separate property of the trustor, having been acquired by inheritance from his father, and such was also the evidence in the case.

Alter the execution of the deed of trust, the wife of the trustor (who subsequently became Mrs. Terbush, and as Lorraine Wright Terbush intervened in the present suit) executed to D. S. Dorn, the trustee named in the deed, and the beneficiaries of the trust, a deed quit-claiming any interest she might have in the trust property, which deed was put of record where the property is situated. At the time of the execution of that quitclaim deed a divorce suit was pending between liar and her husband. It appears from the testimony of Mrs. Terbush that she, through her attorney in that suit, sought from her husband a property settlement in the sum of $100,000, but upon the suggestion of Air. D. S. Dorn, and in consideration of the provision made in the trust deed for her children, she consented to accepted $24,000 instead.

The record shows that, Dorn having, on the 27th day of October, 1902, resigned his position as trustee under the deed, the trustor filed in the superior court of the city and county of San Francisco a petition for the appointment of William M. Madden to fill the vacancy in the trusteeship, which was so decreed by a judgment entered by Judge Carroll Cook, of that court, October 30, 1902, and by which it was—

“ordered, adjudged, and decreed that the said William M.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Jones v. State
432 P.2d 420 (Idaho Supreme Court, 1967)
Heck v. Nicholas
6 F.2d 10 (Eighth Circuit, 1925)

Cite This Page — Counsel Stack

Bluebook (online)
274 F. 520, 1921 U.S. App. LEXIS 1365, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crittenden-v-dorn-ca9-1921.