Estate of Robbins

371 P.2d 573, 57 Cal. 2d 718
CourtCalifornia Supreme Court
DecidedMay 21, 1962
DocketL. A. No. 26196
StatusPublished
Cited by11 cases

This text of 371 P.2d 573 (Estate of Robbins) 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 Robbins, 371 P.2d 573, 57 Cal. 2d 718 (Cal. 1962).

Opinion

57 Cal.2d 718 (1962)

Estate of JACK ROBBINS, Deceased. IRVINE ROBBINS, as Administrator with the Will Annexed, Petitioner and Appellant,
v.
LEE MISHKIN, Claimant and Respondent.

L. A. No. 26196.

Supreme Court of California. In Bank.

May 21, 1962.

Brock, Fleishman & Rykoff and Hugh R. Manes for Petitioner and Appellant.

John T. McTernan, David B. Finkel, A. L. Wirin and Fred B. Okrand as Amici Curiae on behalf of Petitioner and Appellant.

Pacht, Ross, Warne & Bernhard, Clore Warne, Harvey M. Grossman and Ira E. Bilson for Claimant and Respondent.

TRAYNOR, J.

In his will the testator divided his estate into Fund A consisting of "cash, securities and money in the bank" and Fund B consisting of "a parcel of real estate situated in Los Angeles, California, and improved with two (2) single family residences, together with furniture, fixtures, personal belongings and library contained therein." He directed that the assets comprising Fund B be sold and the cash distributed to three named trustees in trust. "The income of said trust, or so much of the principal as in the sole discretion of the Trustees may be deemed desirable or advisable, is to be used for the care, comfort, support, medical attention, education, sustenance, maintenance or custody of such minor Negro child or children, whose father or mother, or both, have been incarcerated, imprisoned, detained or committed in any federal, state, county or local prison or penitentiary, as a result of the conviction of a crime or misdemeanor of a political nature." He then set forth illustrative examples of crimes of a political nature for the guidance of the trustees in the exercise of their discretion and stated his reasons for creating the trust. [fn. 1]*721

In this proceeding to determine heirship (Prob. Code, 1080) the disposition of Fund A is not in dispute, but Lee Mishkin, a grandnephew of the testator, challenges the validity of the Fund B trust. The trial court determined that the trust is invalid. Since the will contained no residuary clause, the court entered an order determining that the property bequeathed to the trustees should pass by the law of intestate succession. The administrator-with-the-will-annexed appeals.

[1] We agree with the contention of the administrator that the testator established a valid charitable trust. The trustees, the beneficiaries, and the trust purpose are all stated. *722 [2] "A bequest is charitable if: (1) It is made for a charitable purpose; its aims and accomplishments are of religious, educational, political or general social interest to mankind. [Citations.] (2) The ultimate recipients constitute either the community as a whole or an unascertainable and indefinite portion thereof. [Citations.]" (Estate of Henderson, 17 Cal.2d 853, 857 [112 P.2d 605].) [3] Provision for *723 the "care, comfort, support, medical attention, education, sustenance, maintenance or custody" of minor children who have been deprived of normal home life by the incarceration of one or both of their parents is unquestionably of social value. Any risk that a parent might be induced to commit a crime he otherwise would not commit because of the possibility that his child might become a beneficiary of this trust is far outweighed by the interests of the innocent children involved and society's interest in them. To hold otherwise would, as stated in another context, "incorporate into the law of the land, as legal precepts, the sayings that the sins of fathers are visited upon their children (Westbrook v. Railroad, 66 Miss. loc. cit. 569 [6 So. 321, 14 Am.St.Rep. 587]), and that the child's teeth must be set on edge because the father has eaten sour grapes. (B. & I. Railroad Co. v. Snyder, 18 Ohio St. loc. cit. 409 [98 Am.Dec. 175])." (Neff v. City of Cameron, 213 Mo. 350, 360 [111 S.W. 1139]; see also Zarzana v. Neve Drug Co., 180 Cal. 32, 34-37 [179 P. 203, 15 A.L.R. 401]; Reynolds v. Willson, 51 Cal.2d 94, 102 [331 P.2d 48].)

[4] The testator selected a class of beneficiaries constituting an indefinite part of the community and provided adequate standards to guide his trustees in administering the trust. (Estate of Bunn, 33 Cal.2d 897, 901-904 [206 P.2d 635], and authorities cited.) Like the aged beneficiaries in Estate of Henderson, supra, 17 Cal.2d 853, Fredericka Home for the Aged v. County of San Diego, 35 Cal.2d 789 [221 P.2d 68], and Estate of Tarrant, 38 Cal.2d 42 [237 P.2d 505, 28 A.L.R.2d 419], these children require special care and attention, and it is immaterial that the beneficiaries are not limited to children in financial need. [5] "Relief of poverty is not a condition of charitable assistance. If the benefit conferred has a sufficiently widespread social value, a charitable purpose exists." (Estate of Henderson, supra, 17 Cal.2d 853, 857; see also Estate of Tarrant, supra, 38 Cal.2d 42, 50.) [6] "In short, as the word 'charity' is commonly understood in modern usage, it does not refer only to aid to the poor and destitute and exclude all humanitarian activities ... which are maintained to care for the physical and mental well-being of the recipients, and which make it less likely that such recipients will become burdens on society." (Fredericka Home for the Aged v. County of San Diego, supra, 35 Cal.2d 789, 793.)

Lee Mishkin contends, however, that the testator's purpose was to encourage the commission of political crimes and that *724 therefore the trust is illegal. The administrator and amici curiae contend, on the contrary, that the testator's purpose was to encourage constitutionally protected freedom of speech and expression and to protect the right of lawful dissent and that these are valid charitable purposes. They contend that the illustrations the testator set forth in his will, convictions of violating the Smith Act, convictions of contempt of congressional committees, convictions for violating laws dealing with test oaths, convictions for engaging in labor-union activities, all involve areas where the lines between constitutionally protected activity and illegal activity are vaguely defined. (Cf., e.g., Dennis v. United States, 341 U.S 494 [71 S.Ct. 857, 95 L.Ed. 1137], with Yates v. United States, 354 U.S. 298 [77 S.Ct. 1064, 1 L.Ed.2d 1356]; Scales v. United States, 367 U.S. 203 [81 S.Ct. 1469, 6 L.Ed.2d 782], with Noto v. United States, 367 U.S. 290 [81 S.Ct. 1517, 6 L.Ed.2d 836]; Barenblatt v. United States, 360 U.S. 109 [79 S.Ct. 1081, 3 L.Ed.2d 1115], with N.A.A.C.P. v. Alabama, 357 U.S. 449 [78 S.Ct. 1163, 2 L.Ed.2d 1488].) They assert that the will can reasonably be interpreted as referring only to parents who have been unlawfully convicted for engaging in constitutionally protected activity and that thereby any question of illegality can be avoided.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Breeden
208 Cal. App. 3d 981 (California Court of Appeal, 1989)
Neu v. Lessner
208 Cal. App. 3d 981 (California Court of Appeal, 1989)
Campbell v. Christ Protestant Episcopal Church of Wellsburg
20 Cal. App. 3d 474 (California Court of Appeal, 1971)
Estate of Allen
17 Cal. App. 3d 401 (California Court of Appeal, 1971)
Flournoy v. Zeller
17 Cal. App. 3d 401 (California Court of Appeal, 1971)
Estate of Thomason
245 Cal. App. 2d 793 (California Court of Appeal, 1966)
Gordon v. State
245 Cal. App. 2d 793 (California Court of Appeal, 1966)
Estate of Mayer
237 Cal. App. 2d 549 (California Court of Appeal, 1965)
Sanders v. Childrens Hospital
237 Cal. App. 2d 549 (California Court of Appeal, 1965)
Estate of McKenzie
227 Cal. App. 2d 167 (California Court of Appeal, 1964)
United California Bank v. Mosk
227 Cal. App. 2d 167 (California Court of Appeal, 1964)

Cite This Page — Counsel Stack

Bluebook (online)
371 P.2d 573, 57 Cal. 2d 718, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-robbins-cal-1962.