Estate of Whitcomb

2 Coffey 279
CourtSuperior Court of California, County of San Francisco
DecidedMay 20, 1890
DocketNo. 7871
StatusPublished

This text of 2 Coffey 279 (Estate of Whitcomb) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Whitcomb, 2 Coffey 279 (Cal. Super. Ct. 1890).

Opinion

COFFEY, J.

A. C. Whitcomb, senior member of the early day San Francisco law firm of Whitcomb, Pringle & Felton, having acquired a considerable fortune by land speculation and transactions in stocks, withdrew from that firm in 1867. He continued at the bar nominally, but became president of the Citizens’ Gas Company, and was generally engrossed with his own private affairs. In 1870 he made.a visit to Paris, France, and soon concluded to make that gay capital his permanent home. He was a bachelor of about forty-five years, but now married a French woman, by whom he had [280]*280two sons. He died in Paris in 1888, leaving an estate worth $4,500,000, principally in California lands and eastern railroad bonds, the greater part of which he left by will to his two sons and their mother. Jerome Lincoln, of San Francisco, was named executor of the will to administer that part of the estate lying in California.

Article 6 of the will is in the following words: “I give to my nephew, the said Adolphus Darwin Tuttle, and to his son, Charles Whitcomb Tuttle, both of said Hancock, all'my interest, either real, personal or mixed, in the Jimeno Rancho, so-called, wholly or partly in the counties of Colusa and Sutter, in said California, in all mortgages, contracts, debts or due arising therefrom, and I recommend to my said nephew to leave his portion thereof, after his own death and the death of his wife, in trust for the said Charles Whitcomb Tuttle and to his children or descendants, if any be alive, at the time of the death of his said son; and, if there be none so alive, to Harvard College, Cambridge, Massachusetts, one-half of the income thereof to be used by said College for the assistance of students of said College to complete their regular course therein, and the other half of the income thereof for the general uses of the College, apart, however, from any participation therein by the Divinity School.”

The elder Tuttle—his residence, “said Hancock,” being in New Hampshire—came to San Francisco after the probate of the will, and filed a petition requesting the court to construe this article of the will, exactly define his interest under the devise, and make a decree immediately distributing to him in his.own absolute right the undivided one-half of the Jimeno Rancho.

Harvard College opposed this petition on the ground that the petitioner was given a life estate only, to be followed by a life interest in his wife, with remainder over to their son for life, with remainder over in fee to the son’s issue, or, in default of such issue, to Harvard College.

The question presented was the construction to be put upon the single word “recommend.” Was it tantamount to a direction or command, or was it only suggestion which the beneficiary first named was free to follow or ignore 1

[281]*281The matter was very elaborately argued, orally and in printed brief. The judge found and held that A. D. Tuttle was the foster brother of the deceased, who was seeking to pay to him the debt of nurture owing to the devisee’s mother; that it was clear from the terms of the devise that, whether the language used was the expression of a trust or not, the testator intended the Tuttles, father and son, to be the chief objects of his bounty, for the enjoyment by them is given in no equivocal terms, and the remainder, by recommendation or trust, in Harvard College, is to vest only at a distant period and upon failure of issue.

To impose upon the beneficiary a trust which, by destroying the power of alienation, sacrifices the enjoyment to perpetuate the title, impoverishing the kindred to enrich the stranger, would be to reverse the testator’s bounty. To ascribe this intention to the testator is at the best unnatural; but to suppose that he intended to create in the interest of the stranger a trust whose operation in favor of its beneficiary is to commence, in all probability, not till the lapse of forty years, whilst its intermediate effect is to be an absolute blight upon the dearer beneficiaries, is to convict him of a scheme as foolish as unnatural.

The character of the property excludes the idea that a life enjoyment in it was all that was intended for the Tuttles. While it embraces several thousands of acres and -is worth many thousands of dollars, it consists of town lots wholly unimproved and unproductive, of swamp and overflowed lands comprising part of a reclamation district, which lands were assessed last year for $8,000, áre now covered by water and wholly unproductive; and of uplands whose only yield is a minimum return in wheat.

Such is the property which Harvard College would have the kindred of the deceased condemned to preserve intact for, it may be, half a century, and then surrender!

It was shown by the testimony of witnesses that in the mind of the deceased the time had come to realize the value of these lands by making sales in proper parcels. For this express purpose the legal title had been vested in the cotenant, George Hagar. To declare now that A. D. Tuttle holds [282]*282the lands in trust would be to defeat the testator’s known policy.

Precatory words are to be given only their natural force: Note to Harrison v. Harrison’s Admx., 44 Am. Dec. 378, and cases cited: 2 Pomeroy’s Equity, secs. 1016, 1017.

The Colton Case (Colton v. Colton, 127 U. S. 300, 8 Sup. Ct. 1164, 32 L. Ed. 138), so confidently relied on by Harvard College, does not sustain its position. While the strong pressure of surrounding circumstances would seem to have been controlling in that case, the United States supreme court yet found that “recommendation,” standing alone, would have been too weak to create a trust, and relied upon its being followed up by other precatory words, to wit: A special request that the executrix would provide for relatives of the deceased.

It is perfectly clear that the testator knew the distinction between a trust and a mere recommendation. In article

3 of his will he gives $100,000 in railroad bonds to this same A. D. Tuttle, in trust, to pay over the income to a lady cousin; and in article 7 he gives property to Jerome Lincoln, in trust, to pay over the income to his wife and children. In article 4 he gives to his wife $200,000 in railroad bonds, and recommends her not to dispose of them without the advice of a certain friend.

If the testator intended in article 6 simply to create a life estate in A. D. Tuttle, with remainder over, he would have adopted the forms familiar to every lawyer for creating such estates.

The conclusion of the court is that no trust is imposed by article 6 of the will, but that by its terms A. D. Tuttle takes one-half of the Jimeno Rancho as absolutely as his son takes the other half, and is entitled to a decree distributing the same to him immediately.

PRECATORY WORDS AND TRUSTS.

.The Term “Precatory Trust’’ Defined and Explained.—Precatory words, as defined by Bouvier in Ms Law Dictionary, are expressions in a will praying or requesting that a thing be done, while, as defined by Burrill in his Law Dictionary, they are said to be words of entreaty, request, desire, wish or recommendation employed in wills as distinguished from direct and imperative words. Such words when addressed to a devisee or legatee will make Mm a trustee for the [283]

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Bluebook (online)
2 Coffey 279, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-whitcomb-calsuppctsf-1890.