Doolittle v. McConnell

225 P. 283, 65 Cal. App. 680, 1924 Cal. App. LEXIS 653
CourtCalifornia Court of Appeal
DecidedFebruary 21, 1924
DocketCiv. No. 2646.
StatusPublished
Cited by28 cases

This text of 225 P. 283 (Doolittle v. McConnell) 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
Doolittle v. McConnell, 225 P. 283, 65 Cal. App. 680, 1924 Cal. App. LEXIS 653 (Cal. Ct. App. 1924).

Opinion

BUCK, J., pro tem.

This is an appeal from a decree of distribution involving the construction of a will and the ascertainment of the intention of the testatrix as expressed in her will regarding which of two classes of persons should be the beneficiary of a certain contingent remainder created by the will.

On behalf of the appellants who comprise nineteen nieces and nephews of the testatrix it is contended that it was "the intent of the testatrix to designate as the objects of her con *682 tingent bounty that class of persons who under the law as she knew it to be at the time of the execution of her will were her heirs as provided by law in the event of intestacy and the failure of issue. While on behalf of the respondents who are the collateral relatives of her predeceased husband it is contended that it was the intent and purpose of the testatrix as disclosed by her will to have her property go to that class who would toe her heirs in the event of intestacy under the law as the law might be at the time of the vesting of the contingent remainder.

By her will dated April 30, 1806, which was prepared by “an attorney of recognized standing and ability throughout the state of California,” the testatrix provided as follows:

“All the real property of which I may die seized, and all in which I may at the time of my death have any interest, wheresoever situated, I give and devise unto my said son, to have and to hold the same for and during the term of his life; and at his death the same shall go and be the property of his then living children,—it being my intention to devise unto him a life estate in the whole of said realty, with remainder over at his death, to his then living children; and if he leaves no issue, then upon his death, all such real property shall -be distributed among my heirs, as provided by the laws of the state of California, the same as if I had died intestate.”
“If my said son shall die before me, leaving issue, then all of my property and estate, of every kind, shall go to such issue, to whom I hereby give, devise and bequeath the same; but if he shall die before me without issue, then I give, devise and bequeath the whole of my property, and estate, of whatsoever kind and wheresoever situated, unto my heirs—the same to be distributed among them according to the California laws of succession in cases of intestacy. ’ ’

The son was designated as executor without bonds. The first codicil, dated February 14, 1898; which was not prepared by the attorney referred to, gave $4,000 and a diamond ring to her “beloved niece,” Carrie Doolittle.

On June 2, 1899, she executed a second codicil which merely revoked the legacy of $4,000 to Carrie Doolittle, the amount of the same having been given her that day in money, and confirmed and ratified her previously executed will in other respects.

*683 At the time of the execution of the will the deceased was a widow sixty years of age and had then living several brothers and sisters and numerous nieces and nephews. In 1861 she had married one Thaddeus McConnell, who died intestate in 1863, leaving property of the value of $24,661, all of which was his separate property and one-half of which was distributed to the testatrix and the other one-half to her infant son Thaddeus. At the time of her death the value of her estate was $94,822, a greater portion of which was found by the court to be the proceeds of the separate property of her deceased husband distributed to her from his estate. After the death of her husband, Thaddeus McConnell, the testatrix married one William T. Wilson, whom she subsequently divorced. At the time of her death in 1907 she left as her sole heir her son, Thaddeus McConnell. She also left surviving her a brother and numerous nieces and nephews. Subsequent to her death her brother and one of her nieces, Ellen Flanagan Purchase, died, leaving certain heirs at law. On April 10, 1919, her son, Thaddeus McConnell, died testate without living isssue and left as his sole heir at law and devisee his widow, Etta McConnell. In 1896, at the time testatrix made her will, it was provided by law that the property of a person, irrespective of the source from which it may have been derived, should, in the event of intestacy, and the failure of issue, spouse, or parent, go upon his death to his brothers and sisters and the children of deceased brothers and sisters. Not only at the time the testatrix made her will, but from time to which the memory of man runneth not to the contrary, it had been in substance so provided by law. But in 1905, two years before her death and nine years after she made her will, the statute of succession of this state was amended to provide that upon the death of an intestate without spouse, or issue, that portion of his estate which had been the separate property of a predeceased spouse would go to the relatives of the predeceased spouse.

After the death of her son without issue in 1919, the appellants herein and the widow of the son Thaddeus each claimed to be entitled to the estate of the testatrix herein and opposing petitions for distribution were filed. And in the lower court the property was ordered to be distributed to the widow, but upon appeal to the supreme court by the *684 appellants herein this order was reversed (Estate of Wilson, 184 Cal. 63, 193 Pac. 581]).

The respondents herein filed no petition for distribution in the lower court and made no appearance in the supreme court until after the opinion of the court was filed. Then one of them applied to .the supreme court for a modification of the language of the opinion “in order that he and others similarly related may not be prejudiced by anything stated in the opinion”; and the opinion was accordingly amended to read as follows: “If the heirs are to be determined as of the date of the termination of the life estate as we think is the proper construction of the will, in so far as the record before us 'shows such claimants constitute the whole of the heirs to whom such realty is given.” By “claimants” the court referred to the appellants herein. All of the foregoing amendments and some other language of like import was a part of the original opinion except the words “in so far as the record before us shows.” After the rendition of this decision in the supreme court the respondents petitioned the superior court for distribution of the estate to them, claiming that the estate left by the tv-statrix, being the proceeds of the separate property of her predeceased spouse who died in 1863, was by her will devised and bequeathed to them by virtue of the contingent remainder provided for in the will. And that it was her intention, as expressed in her will made in 1896, .that the beneficiaries of the contingent remainder should be not the class indicated by the statute in effect in 1896, but should be the class to be indicated by whatever statute might be in effect upon the vesting of this contingent remainder.

Respondents and appellants herein each rely in their respective behalfs upon different language in the opinion rendered by the supreme court on the previous appeal as conclusive of the present controversy. But the only suggestion made in the opinion that the court had before it any facts indicating the origin or nature of Mrs. Wilson’s estate appears from the following language in the opinion: “Mrs.

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Bluebook (online)
225 P. 283, 65 Cal. App. 680, 1924 Cal. App. LEXIS 653, Counsel Stack Legal Research, https://law.counselstack.com/opinion/doolittle-v-mcconnell-calctapp-1924.