Estate of McDole

10 P.2d 75, 215 Cal. 328, 1932 Cal. LEXIS 418
CourtCalifornia Supreme Court
DecidedMarch 31, 1932
DocketDocket No. L.A. 12001.
StatusPublished
Cited by35 cases

This text of 10 P.2d 75 (Estate of McDole) 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 McDole, 10 P.2d 75, 215 Cal. 328, 1932 Cal. LEXIS 418 (Cal. 1932).

Opinion

SEAWELL, J.

Appeal from a decree of distribution. By his last will and testament the decedent, William M. Mc *330 Dole, bequeathed the residue of Ms estate to “the Stubble-field Home for the Aged, at Walla Walla, Washington”. Upon objections filed to the executor’s petition for distribution by decedent’s three brothers, his sister and three nieces, who, with a brother of decedent not joining in the objections, are his heirs at law, the court found, in their favor, that said provision was invalid for the reason that the Stubblefield Home for the Aged was not a “person, corporation or society authorized by the laws of the state of California to take a gift by will”.

A home for aged women and indigent children known as the Stubblefield Home is maintained at Walla Walla, Washington, by three trustees to whom one Joseph L. Stubble-field, in 1902, bequeathed the residue of his estate “for the establishment, maintenance and support of a home for fatherless or motherless and indigent children, residents of the state of Oregon and Washington and worthy elderly indigent widows, residents of Oregon and Washington, and to their maintenance and to the giving of a common school education and the teaching of some useful trade or occupation to the children inmates thereof”.

It is the contention of appellants herein, who are the trustees of said Stubblefield trust, that the provision in the will of William McDole now before us may be construed as a devise to said trustees to be held and administered by them for the benefit of the charitable institution known as the Stubblefield Home. We are in accord with this contention.

William McDole, a resident of the county of Orange, this state, died on March 25, 1925, at the age of seventy-three years, leaving property in this state valued at between $30,000 and $40,000. By his will, executed on November 21, 1922, he bequeathed $2,000 to his only sister, the sum of $75 a month to his brother Henry for the term of his life, and $1 to each of his three other brothers, and to the heirs of a predeceased brother, $1. The residuary clause, now before us for construction, reads as follows: “I hereby will and bequeath all the rest and remainder of my estate to' the Stubblefield Home for the Aged, at Walla Walla, Washington.” By a codicil, executed on March 18, 1925, seven days before his death, he bequeathed his household goods and furniture and his automobile to his sister. Otherwise the codicil made no change in the terms of the will. Decedent *331 left no spouse, child, grandchild or parent surviving him. Therefore, by will executed at least six months prior to his death, he could validly dispose of his entire estate to charity. (See. 1313, Civ. Code; now secs. 40-43, Probate Code.)

The provision in the will before us was not rendered invalid by said codicil, executed seven days before the testator’s death, which did not in any manner change the terms of decedent’s will as to the bequest to charity, nor enlarge the portion of his estate subject to said provision for charity. It is a fact that the effect, of the bequest made in the codicil was to cut down slightly the residue available for the charity named, but that did not invalidate the bequest made to charity. (Estate of McCauley, 138 Cal. 432 [71 Pac. 512]; Estate of Pence, 117 Cal. App. 323 [4 Pac. (2d) 202].)

It is conceded by the heirs of William McDole that a gift to the home or the inmates thereof could be effected by a devise to the trustees named in the will of Joseph Stubblefield. They alleged: “The only manner in which said William M. McDole, deceased, could have devised or bequeathed his estate by last will and testament to said Stubblefield Home, would be by devising and bequeathing the same to the said'trustees under the last will and testament of Joseph L. Stubblefield, deceased.” It is their contention that a devise to the “Stubblefield Home”, where no words of trust or other restriction or limitation are used, cannot be construed as a devise to said trustees, without doing violence to the express language of the will. In consequence the devise must fail since there is no entity bearing said name which can hold title to real property. This question of construction presents the main problem of the case.

William McDole formerly resided near Walla Walla, Washington, according to a statement in appellants’ brief. That he had said home in mind when he drew his will there can be no doubt, and the court so found. This court expressly held in Estate of Upham, 127 Cal. 90 [59 Pac. 315, 316], that an unincorporated orphans’ home may be the beneficiary of a trust for charitable uses. In that case the bequest was as follows: “I give and bequeath to the legally qualified and constituted trustees or managers of the Good Templars’ Orphans’ Home of Vallejo, said county of Solano, in trust for the use and benefit of the orphan children of said institution, any residue and remainder of my estate.” *332 This court said: “It must he remembered that charities— both as to the trustees and beneficiaries—are more liberally-construed than are gifts to individuals. (See 2 Story’s Equity Jurisprudence, secs. 1165-67 et seq.) That the gift here was for charity is beyond question. It was shown by the evidence—which was properly admitted, under section 1340, Civil Code—that the Good Templars’ Orphans’ Home at Vallejo had been in existence for a great many years, that its purpose was to take care of orphan children, that it accommodated about two hundred .of such children, and that about that number were usually and continuously maintained there. To sustain the proposition that this constitutes a ‘charity’ within the legal meaning of the word no further authority is necessary than that of People v. Cogswell, 113 Cal. 129 [35 L. R. A. 269, 45 Pac. 270] ; but the truth of the proposition is further illustrated by the numerous eases referred to in the opinion of the Supreme Court of the United States in Russell v. Allen, 107 U. S. 163 [27 L. Ed. 397, 2 Sup. Ct. Rep. 327].” The same reasoning is obviously applicable to a home which receives elderly indigent widows as well as orphan children. A gift to a charitable home is a gift for the benefit of the inmates thereof."

We find no difficulty in upholding the validity of the devise in the case herein, although words of trust are not used as in the Upham case. Concerning that case, this court said in Estate of Winchester, 133 Cal. 271, 277 [54 L. R. A. 281, 65 Pac. 475, 477] : “The fact that in that case [Estate of TJpham] the bequest was to the trustees of the Orphans’ Home, and not directly to the Orphans ’ Home, makes no difference. In either case the intention would be the same, and the capacity to take would be the same.” We are in accord with this reasoning. Upon proof establishing the fact that the Stubblefield Plome is not an entity capable of holding title to real property, but the name of an established charitable institution, it becomes apparent that the Stubble-field Home is not a devisee required to hold title directly, but the beneficiary of a gift to a charitable use.

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Bluebook (online)
10 P.2d 75, 215 Cal. 328, 1932 Cal. LEXIS 418, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-mcdole-cal-1932.