Estate of Butin

81 Cal. App. 2d 76
CourtCalifornia Court of Appeal
DecidedJuly 28, 1947
DocketCiv. No. 7381
StatusPublished
Cited by7 cases

This text of 81 Cal. App. 2d 76 (Estate of Butin) 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
Estate of Butin, 81 Cal. App. 2d 76 (Cal. Ct. App. 1947).

Opinion

81 Cal.App.2d 76 (1947)

Estate of MARY RYERSON BUTIN, Deceased. A. E. CHRISTIANA et al., as Executors, etc., Appellants,
v.
VERA V. RYERSON, Respondent.

Civ. No. 7381.

California Court of Appeals. Third Dist.

July 28, 1947.

Mason A. Bailey, David E. Peckinpah and L. N. Barber for Appellants.

W. M. Conley, Philip Conley and Matthew Conley for Respondent.

THOMPSON, J.

The executors of the estate of Mary Ryerson Butin, deceased, have appealed from two separate orders of partial distribution to Vera V. Ryerson, a niece of the decedent and a legatee under the will. The first order, dated February 28, 1946, distributed to the niece the sum of $12,000. The second order, dated May 11, 1946, distributed to the niece, as residuary legatee, real and personal property, reserving sufficient funds with which to close the administration of the estate, and a sum, "not to exceed" $35,000, for the construction of a monument "to the memory of all those who ... strove to make Madera and Madera County all that it is."

The executors contend that the will of the deceased created a charitable trust of the entire residue of the estate; that the will directed the executors to erect a monument for the purpose indicated, which will cost much more than the residue left in the estate; that the orders are not supported by the evidence, and that the distribution of said properties is in violation of the trust, excessive and void.

The appeals involve the necessity of construing the will to determine whether a valid charitable trust was thereby created to construct the monument, and, if so, whether the reasonable cost thereof would exceed the reserved sum of $35,000.

Mary Ryerson Butin died testate March 30, 1944, in Madera County, where she had lived and practiced her profession *79 as a physician for many years. She was possessed of real and personal property of the appraised value of $75,074.61. The will was admitted to probate and Judge Stanley Murray and A. E. Christiana were appointed and qualified as executors thereof. The will provides in part that:

"First: I direct that all my lawful debts and funeral expenses be paid as soon after my demise as can be legally and conveniently done."

"Second: I give, devise and bequeath to my niece, Vera V. Ryerson of Omaha, Nebraska, all that certain real property in the City of Madera, County of Madera, State of California, and particularly described as follows:"

"Lot five (5) in Block five (5) of the Town, now City of Madera, ..."

together with all the furnishings in said house including clothing and jewelry, and whatever may be upon said property. including an automobile, if I have one.

"Third: I direct that my executors, hereinafter named, erect in the courthouse park at Madera, California, a granite tower, constructed of Raymond granite, to contain a carillon of eighteen bells. Said tower and bells to be placed in the park at a reasonable cost. I request an inscription in sand blast letters to be cut in a conspicuous place upon the granite composing the tower to read as follows:"

" 'Dedicated to the memory of all those who during the years between 1891 and 19___ strove to make Madera and Madera County all that it is."

John L. Butin, M.D.

Mary Ryerson Butin, M.D.'

"If said tower cannot be erected in the courthouse park, I then request my executors to erect it in some other suitable place. I realize that future conditions are very uncertain, and if, for any good reason, it is impractical to erect this type of memorial, my executors are then authorized to use their own discretion as to the type of memorial to be erected and the cost thereof. It is my intention that my executors shall freely exercise their own good judgment in all things set forth in this third paragraph."

"Fourth: All the residue of my property, both real and personal, I give, devise, and bequeath to my niece, Vera V. Ryerson." *80

No other legacies, devises or bequests were provided for in the will. It specifically states that testatrix purposely has made no provision for any other person, and that any person who contests the will or any provision thereof, shall be given the sum of $1.00 in lieu of whatever share of the estate such person might otherwise take.

The executors petitioned to distribute to Vera V. Ryerson, in accordance with the second paragraph of the will, Lot five, Block five in Madera, together with the household goods, clothing and jewelry contained in the dwelling house thereon, and one automobile. That petition was granted, and, on December 14, 1944, the court made its decree distributing that property, which was specifically enumerated therein, to Vera V. Ryerson. That decree is not involved on these appeals.

Upon petition of the niece and legatee, Vera V. Ryerson, for partial distribution, to which objections were filed by the executors, it appearing that all claims presented against the estate, amounting to $659.93, have been paid, it was ordered that the petitioner be paid the sum of $12,000, and that the hearing of said petition be continued for further evidence. Upon the further hearing of that petition oral and documentary evidence was adduced, from which the court determined that "the memorial provided for in the third paragraph of her will should be constructed at a reasonable cost; that the reasonable cost of the memorial should not exceed the sum of $35,000.00." The court then declared that it was necessary to retain in the estate the sum of $32,800.57, cash on hand, and certain specified bonds, with which to pay the costs of closing the estate and the cost of constructing the monument. The balance of the real and personal property, specifically enumerated, was thereupon ordered to be distributed to petitioner. It was provided that distribution of the real and personal property last mentioned should be "deemed to include the said sum of $12,000.00," previously ordered to be paid.

From both last-mentioned orders of partial distribution the executors have appealed. They claim that they are entitled to retain the entire residue of the estate with which to pay the necessary cost of erecting the monument in accordance with the designated purpose of the charitable trust contained in the will. The respondent has not appealed from the orders of partial distribution. She does not contend that the bequest *81 for the construction of a monument is void or uncertain. In fact, she concedes that it is valid, and asserts that:

"The interpretation and construction of the will made by the trial court is reasonable and consistent with the intention of the testatrix."

The respondent does raise the question as to whether the bequest for the construction of a monument creates a charitable trust, but asserts that the amount thus expended shall be limited, under section 41 of the Probate Code, to the value of one-third of the estate of the testatrix.

From the evidence adduced at the hearing for partial distribution, it appeared that it was impractical to construct the memorial with the carillon of bells, on the courthouse park in Madera, for the reasons that a site for the tower to be located on county property could not be procured, that it would interfere with the public business conducted in the courthouse, and that it would cost more than $100,000, which is in excess of the value of the entire estate.

[1a] The bequest in the will authorizing the executors to erect at Madera a "granite tower, ... to contain a carillon of eighteen bells, ... at a reasonable cost, ...

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81 Cal. App. 2d 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-butin-calctapp-1947.