Estate of Haney

174 Cal. App. 2d 1
CourtCalifornia Court of Appeal
DecidedSeptember 24, 1959
DocketCiv. No. 18319
StatusPublished
Cited by17 cases

This text of 174 Cal. App. 2d 1 (Estate of Haney) 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 Haney, 174 Cal. App. 2d 1 (Cal. Ct. App. 1959).

Opinion

174 Cal.App.2d 1 (1959)

Estate of ELEANOR J. HANEY, Deceased. HENRY S. KINSELL et al., Appellants,
v.
BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION (a National Banking Association), as Testamentary Trustee, etc., et al., Respondents.

Civ. No. 18319.

California Court of Appeals. First Dist., Div. One.

Sept. 24, 1959.

Gilbert D. Calden and A. Brooks Berlin for Appellants.

Stanley Mosk, Attorney General, B. Abbott Goldberg, Assistant Attorney General, Elizabeth Palmer, Albert W. Harris, Jr., Deputy Attorneys General, Beard & Wien, Henry Wien and Albert T. Shine, Jr., for Respondents.

TOBRINER, J.

The basic problem for decision is whether certain assignments of interests in a testamentary trust were effective, thus decreasing or defeating the interests of the appellants. The trial court held such assignments effective. We disagree; the assignors merely possessed contingent remainders; on the nonoccurrence of the condition the assignee possessed nothing.

The following genealogical chart [fn. *] will be helpful in understanding the problem involved.

Eleanor Haney died January 19, 1913. Her will was admitted to probate February 11, 1913. Paragraph 10 provided:

"All the rest, residue and remainder of my property ... *5 I give ... to Dudley Kinsell and J. B. Richardson ... in trust ... and they shall pay and apply the rents, issues and profits thereof ... for the use and benefit of my ... granddaughter, Eleanor L. Hickman ... for the natural life of my said granddaughter. But upon the death of my said granddaughter said property ... so given ... in trust shall immediately vest in and become the property of my sister, Mary A. Kinsell, but if she shall have died prior thereto said property shall vest in and become the property of her children and in the children of her deceased children by right of representation."

The testatrix was survived by Eleanor Hickman, Mary Kinsell and four of her children, Benjamin, Helen, Dudley and Omega; a fifth child, Henry Searing Kinsell, had predeceased the testatrix, but left as his survivor Henry Smyth Kinsell.

Prior to the probate of the testatrix's will Mary Kinsell and three of her children, Benjamin, Dudley and Helen, assigned any interests they might have by virtue of paragraph 10 to Eleanor Hickman. The four decrees of distribution, which together established the corpus of the testamentary trust, transferred to the trustees property from which the rents, issues and profits were to be utilized for the benefit of the life tenant, Eleanor Hickman. All these decrees then continued with the following provision, into which we have inserted numerals for reference: "provided, however, that upon the death of said Eleanor L. Hickman said sum and the accumulations thereof shall vest in and become the property of the following persons, to wit:"

"If ... Mary A. Kinsell shall have died prior to the death"

Graphic Material Omitted

*6 of ... Eleanor L. Hickman, and ... Benjamin Kinsell, Helen R. Kinsell and Dudley Kinsell [1] be then living, then so much of said trust fund ... as would otherwise have vested in them had such assignments not been executed, shall vest in, become, and be deemed the property of the estate of ... Eleanor L. Hickman, and if the said Omega K. Swartz and Henry S. Kinsell [2] likewise be then living, then so much of such trust ... shall vest in, become and be deemed their property respectively; but if any of [3] said descendants of ... Mary A. Kinsell shall have [4] theretofore died, then that one's share or proportion of such trust fund and the accumulations thereof shall vest in and become the property of those respectively entitled thereto according to ... the will of said decedent Eleanor J. Haney." (Emphasis added.)"

Mary Kinsell and her daughter, Omega, predeceased the life tenant. Mary Kinsell was survived by her three children who had assigned their interests to the life tenant. Omega was survived by her four children, the Swartz appellants. Eleanor Hickman, the life tenant, died in September, 1957. None of Mary Kinsell's children survived the life tenant, but six of Mary's grandchildren did: Henry Smyth Kinsell, son of Henry Searing Kinsell; Mary Bredow, daughter of Benjamin Kinsell; and Benjamin, Philip, Herman and Elizabeth Swartz, the children of Omega Kinsell Swartz. Two children of the life tenant, John and Dudley Hickman, also survived their mother.

Upon the life tenant's death the successor trustee, the Bank of America, petitioned for termination of the trust. The court distributed the trust property in the following manner:

(1) Three-fifths (representing the assignments of Benjamin, Helen and Dudley Kinsell) to the estate of Eleanor Hickman;

(2) One-fifth to Philip, Benjamin, Herman and Elizabeth Swartz, in equal shares; and

(3) One-fifth to Henry Smyth Kinsell.

[1] In determining the effectiveness of the assignments, the provision in the decrees of distribution must be construed first since to the extent of any inconsistency between such provision and the will it is settled that the former controls. (Estate of Easter (1944), 24 Cal.2d 191, 194 [148 P.2d 601]; Estate of Loring (1946), 29 Cal.2d 423, 427 [175 P.2d 524].)

[2a] The provision in these decrees distinctly indicates that the interests in this trust of Benjamin, Helen, and Dudley *7 Kinsell (and hence the estate of Eleanor Hickman), Omega and Henry Smyth Kinsell were to vest in interest only upon the death of the life tenant.

The clause "If ... Benjamin Kinsell, Helen R. Kinsell and Dudley Kinsell [1] be then living" obviously refers to the time of the death of Eleanor Hickman. The contingency of the respondent-assignees' interest upon Benjamin, Helen and Dudley Kinsell surviving the life tenant is evident from the decrees, which provide that if these three assignors were [1] "then living, then," pursuant to the assignments the property which would "otherwise have vested in them ... shall vest in ... the estate of ... Eleanor L. Hickman."

The condition precedent of survivorship attached to the interests of the three assignors above was equally pinioned to the interests of Omega Kinsell Swartz and Henry Smyth Kinsell. The decrees provide that if "Omega K. Swartz and Henry S. Kinsell likewise be then living, then so much of such trust ... shall vest" in them. The phrase [2] "likewise be then living" refers to [1] "then living" in the last paragraph, which in turn refers to the death of the life tenant.

The postponement of vesting is further supported by the first few lines in the decrees when considered with the last several lines, which read: "provided, however, that upon the death of said Eleanor L. Hickman said sum and the accumulations thereof shall vest in and become the property of the following persons, to wit:"

"... but if any of [3] said descendents of ... Mary A. Kinsell shall have [4] theretofore died, then that one's share or proportion of such trust fund ... shall vest in and become the property of those respectively entitled thereto according to ... the will of said decedent Eleanor J. Haney." The language obviously embodies the requirement that all the descendants of Mary Kinsell previously mentioned must survive the life tenant in order to be vested with any interest in the trust fund. Finally, since Benjamin, Helen and Dudley Kinsell were children of Mary Kinsell, they were [3] "said descendants" of Mary.

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Bluebook (online)
174 Cal. App. 2d 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-haney-calctapp-1959.