Estate of Dow

186 P.2d 977, 82 Cal. App. 2d 675, 1947 Cal. App. LEXIS 1258
CourtCalifornia Court of Appeal
DecidedDecember 3, 1947
DocketCiv. 15869
StatusPublished
Cited by4 cases

This text of 186 P.2d 977 (Estate of Dow) 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 Dow, 186 P.2d 977, 82 Cal. App. 2d 675, 1947 Cal. App. LEXIS 1258 (Cal. Ct. App. 1947).

Opinion

YORK, P. J.

Mrs. Susan Dow died November 26, 1944, and left surviving her three children, appellants George H. and Illa Dow, and respondent Bernice E. Brush. She executed a will on July 27, 1938, and two codicils dated June 5, 1939 and November 22, 1943, respectively. By the terms of the codicils testatrix left to appellants all her personal property, as well as the family home on 1801 Court Street, South Pasadena, together with its contents.

Letters testamentary were issued to appellant George H. Dow on December 26, 1944, and on June 20, 1945, respondent Bernice E. Brush filed a contest to the probate of the two codicils, which never came to trial and was later dismissed. On October 25, 1945, respondent Brush petitioned the court for the removal of the executor for alleged illegal acts, and for other relief, to which appellants directed an answer. Before the matter was heard, the executor resigned and rendered his account, to which respondent filed objections. In the meantime, Citizens National Trust & Savings Bank was appointed administrator of the estate.

In his inventory, George H. Dow, as executor, listed as assets of the estate of Susan S. Dow, deceased, the family home at *677 1801 Court Street, South Pasadena and certain of the contents; an equity of redemption in the Imperial Valley ranch; the Norwalk ranch, located in Los Angeles County; and a one-half interest in a $1,500 mortgage, Thompson to Dow.

In his report and account dated March 9, 1946, George H. Dow, as executor, alleged that both the family home and the Imperial Valley ranch has been acquired in 1917 by testatrix, Susan S. Dow, and her predeceased husband, George Dow, as joint tenants with the right of survivorship and that title thereto vested in said testatrix at that date; that a $5,000 cash payment on the purchase price of the Nor-walk ranch was the separate property of said testatrix, and that her estate was the owner of a $5,000 interest therein, in addition to a one-half interest in the remaining value over and above the said $5,000.

In her exceptions to the report and account of the executor, respondent Brush alleged that the Norwalk Ranch was not an asset of testatrix’ estate and that testatrix had only a life estate therein; further, that she owned only a one-fourth interest in the $1,500 mortgage, Thompson to Dow. This claim is based upon the will and decree of distribution in the estate of George Dow, the predeceased husband of testatrix. Said will devised a life estate to Susan Dow in “all of my estate,” she to have “the privilege and right to use the principal or corpus of my estate in addition to the income therefrom, as she may desire and need.” After making various bequests to members of his family, said testator devised “all the rest, residue and remainder of my estate . . . upon the death of my wife” to his three children, to wit: appellants, George H. and Illa Dow, and respondent Bernice E. Brush, share and share alike. The widow, Susan S. Dow, as executrix of her husband’s estate, filed an inventory in which she listed the Norwalk Ranch, a one-half interest in the family home, 1801 Court Street, South Pasadena, and a one-half interest in the Imperial Valley Ranch, as well as two other parcels of realty and certain personal property, not necessary to describe herein. The decree of distribution in the estate of George Dow, deceased, was made on July 21, 1924, and distributed the property listed in the inventory in accordance with the terms of the will.

The instant petition of respondent (for the removal of executor and appointment of administrator with the will annexed, to strike inventory and executor’s account from the *678 file, to disallow claim of Illa B. Dow for $2,491, to strike claims allowed by executor from the files and to compel occupants of estate property to pay rent) came on for hearing before the trial court sitting in probate, after which, on May 3, 1946, the order from which this appeal is prosecuted was entered, to wit:

(a) Disallowing the claim of $5,000 as the separate property of decedent Susan in the Norwalk ranch, because “deceased had only a life estate in said property” which “is not an asset of the Estate of Susan S. Dow.”

(b) Overruling petitioner’s claim that deceased did not own the equity of redemption in the Imperial County ranch “as said property was held in joint tenancy by deceased and her late husband, George Dow.”

(c) Denying petitioner’s exception to the claim of Illa B. Dow in the sum of $2,491.

(d) Upholding petitioner’s claim that the estate had only a one-fourth interest in the Thompson note.

(e) Granting petitioner’s demand to strike the inventory and executor’s account.

(f) Decreeing that Illa and George H. Dow were chargeable with rent on the family home in the amount of one-sixth of $85 per month from November 6, 1944, in favor of respondent Brush.

(g) Denying petitioner’s demand to strike claims already allowed by executor.

(h) Ordering executor to include automobile in new inventory.

(i) Decreeing with respect to the family home as follows: “As to the half interest in the home place, 1801 Court Street: While the deed to the home property created a joint tenancy and should have been so treated in that estate, apparently it was treated as though it were community property or as though the husband and wife were owners as tenants in common and only his half interest was disposed of in his estate. The decree of distribution gives his half interest to Susan S. Dow for life with the remainder to the three children in equal shares, subject to several legacies. Her half interest she left by last codicil to George and Ilia. They will thus receive five-sixths of the whole, the daughter Bernice Brush receiving one-sixth of the whole; and so she would be entitled to one-sixth of the $85.00 a month rental from the date of the death of her mother. ’ ’

*679 (j) Ordering executor to prepare and file a new inventory and a complete executor’s account “in harmony with this order. ’ ’

Upon hearing appellants’ motion for a rehearing or a substitution of another and different order in place of the order of May 3, 1946, it was ordered by the court that the (minute) order of April 5, 1946, hereby be set aside and that the order of May 3, 1946 be sustained.

Appellants urge that the $5,000 invested in the Nor-walk Ranch was separate property of testatrix Susan S. Dow. As hereinbefore stated, under the decree of distribution in the estate of George Dow, a life estate in this property was devised to Susan with remainder over to the three children, share and share alike. The last will of Susan S. Dow is not before this court, and only portions of it are referred to in the briefs on appeal. However, in no place in the record is mention made as to how this particular piece of property is disposed of by such will if at all; therefore, it must be assumed that said testatrix believed that she had only a life estate therein and that her three surviving children, George, Illa and Bernice, would take it in equal shares under the terms of the decree of distribution in her predeceased husband’s estate.

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Bluebook (online)
186 P.2d 977, 82 Cal. App. 2d 675, 1947 Cal. App. LEXIS 1258, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-dow-calctapp-1947.