Estate of Land

173 P. 387, 178 Cal. 296, 1918 Cal. LEXIS 470
CourtCalifornia Supreme Court
DecidedMay 21, 1918
DocketSac. No. 2749. Department Two.
StatusPublished
Cited by1 cases

This text of 173 P. 387 (Estate of Land) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Land, 173 P. 387, 178 Cal. 296, 1918 Cal. LEXIS 470 (Cal. 1918).

Opinion

WILBUR, J.

This is an appeal from a decree of final distribution. Francis E. Land claims as assignee of a fifteen thousand dollar interest in the bequest to the city of Sacramento, which bequest amounted to the sum of two hundred and fifty thousand dollars, but which upon distribution was decreased to $231,165.66, said sum being distributed to the city of Sacramento in trust for the purchase of a public park in *297 the city of Sacramento, to be known and called “The William Land Park.”

Appellant’s claim to the distribution of the said amount of fifteen thousand dollars is made under the provisions of section 1678 of the Code of Civil Procedure, authorizing and requiring distribution to the assignee of a legatee upon petition of such assignee. If we assume in favor of the appellant that all the papers and documents set up in his petition for distribution were placed in evidence before the court at the time of distribution, and that the order of court denying a distribution of the amount of fifteen thousand dollars to the appellant is, as appellant contends, based upon a construction of such documents and the legal effect to be given thereto, we may consider whether or not the court was justified in holding that the appellant was not entitled to distribution under the contract in question. All the facts need not be stated. Suffice it to say that the appellant, a relative of the deceased, threatened to begin a contest of the will of the deceased, thus jeopardizing two large legacies in favor of the city of Sacramento—one a legacy for two hundred thousand dollars, the other a legacy for two hundred and fifty thousand dollars. Under these circumstances an agreement of compromise was entered into between the city of Sacramento and the appellant, wherein it was agreed, in consideration of his waiving his right to contest the said will, he should be paid from the legacy to the city of Sacramento at the time of distribution the sum of fifteen thousand dollars, and that said sum should be distributed by the court in its decree of distribution to the appellant.

Without considering the question as to whether or not the provisions of section 1678 of the Code of Civil Procedure apply to the assignee of a portion only of a legacy, we pass to the question of whether or not, under the contracts, agreements, and order of compromise, the appellant was entitled to have distributed to him the sum of fifteen thousand dollars. The resolution of the city commission authorizing such settlement contained the following: “ . . . the court having jurisdiction of said estate at the time distribution thereof is ordered to deduct said sum of fifteen thousand dollars from the distributive share of the said city of Sacramento arising under said twenty-eighth paragraph, and direct the same to be paid to the said Francis E. Land; provided and upon condition, *298 however, that the said Francis E. Land, in writing, irrevocably waive, relinquish and abandon all right whatever to contest the validity of said last will and testament, or of any part or item thereof, and all right to seek to have the order admitting the same to probate in any wise changed, modified, canceled or annulled, and upon the further condition that no person other than the said Francis E. Land shall, at any time pending the final distribution of said estate, file or attempt to file any contest of any kind of said will, or of any item or part thereof, or seek in any way to have the order admitting the same to probate changed, modified, canceled or annulled, or object in any manner to the distribution to said city of the sums to it bequeathed by the said will; ...”

Thereafter one Alexander Morrison filed a contest of the will of William Land, deceased. This contest was dismissed by the probate court and the order of dismissal was affirmed by this court. (Estate of Land, 166 Cal. 538, [137 Pac. 246].) It is stipulated by the parties “that the only contest, or attempt to contest, said will of William Land, deceased, was made by Alexander Morrison, and that this contest is reported in 166 California Reports, at page 538.” This contest was tried by the court without a jury and was decided against the contestant on the ground that he had no interest in contesting the last will, for the reason that he received the same legacy as under a prior will, and therefore is not a person interested in the question as to which of these two wills was -probated. Appellant, therefore, claims that he cannot be held to have contracted with reference to the possibility of persons who had no interest in the matter filing a contest which would thus cause him to lose the very substantial amount agreed to be paid to him. In considering that question, however, we are bound to consider the purpose of the parties to the agreement as stated in their contract. The resolution in question recites that, notwithstanding the fact that the amount bequeathed for park purposes is two hundred and fifty thousand dollars, “said will further providing that in the event the said bequest for park purposes, together with other bequests for charitable purposes made by said testator in said will, should exceed one-third of his estate, said bequest for park purposes should be cut down so that it, together with the remaining charitable bequests, should just equal one-third of his said estate; and further provided that in the event said bequest *299 for park purposes, together with said other charitable bequests, should be less than one-third of his said estate, then the bequest for park purposes, is to be increased so that it, with said other charitable bequests, shall just equal one-third of the estate of said testator; and, whereas, it has become manifest since the death of said testator that said bequests for park purposes, "together with said other charitable bequests, is less than one-third of the value of the estate of said decedent, and that said bequest for park purposes will be materially increased, to wit, in the probable sum of twenty thousand dollars and upwards, by reason of such fact; . . . "Whereas, in the judgment and opinion of the city commission such contest, if instituted, would, regardless of all questions of merit, be expensive and prolonged and disastrous to said estate and to all persons beneficially interested therein, and would result in a direct loss to the city of Sacramento in a sum greater than that hereinafter named as the amount to be abated by the city in order to effect such settlement, compromise, and adjustment of such threatened and impending contest, and for the purpose of avoiding the same; and, whereas, for several years last past'values of lands situate in the vicinity of the city of Sacramento suitable for park purposes have been and are now rapidly increasing, it is the judgment and opinion of the city commission that the indirect loss arising and occasioned to the city by reason of the delay in the distribution of said estate consequent upon such threatened litigation will equal or exceed the direct loss occasioned by the costs and expenses of such litigation; ... Be it further resolved, that the president of the city commission and the city attorney be, and they are hereby directed to appear in behalf of the city of Sacramento upon the return day fixed in said citation, then and there to file in said court, in behalf of the city, its written consent to the making of said compromise, and the written relinquishment of said city of the said sum of fifteen thousand dollars,” etc.

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Bluebook (online)
173 P. 387, 178 Cal. 296, 1918 Cal. LEXIS 470, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-land-cal-1918.