Golden v. McGill

102 P.2d 219, 3 Wash. 2d 708
CourtWashington Supreme Court
DecidedMay 2, 1940
DocketNo. 27755.
StatusPublished
Cited by23 cases

This text of 102 P.2d 219 (Golden v. McGill) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Golden v. McGill, 102 P.2d 219, 3 Wash. 2d 708 (Wash. 1940).

Opinion

Millard, J.

This is an action for specific performance of a contract establishing a trust in favor of plaintiff in and to property derived by certain defendants from the estate of the decedent, plaintiff’s father, who, it is alleged, breached an oral contract made by him with plaintiff’s mother and step-father for plaintiff’s benefit. The appeal is from the judgment of dismissal rendered upon the plaintiff’s refusal to plead further after a demurrer had been sustained to her second amended complaint.

The second amended complaint, the allegations of fact therein, together with the exhibits made a part of that complaint, being admitted by the demurrer to be true, is-summarized as follows:

By his last will and testament executed July 18, 1935, Eugene B. McGill, who died September 25, 1935, leaving an estate of an appraised value in excess of two hundred and fifty thousand dollars, bequeathed to his executrix, Hope H. Utley, twenty-five thousand dollars in trust for his daughter, Florence M. Golden, to be used for the education of her children (Rosemary Golden, Philip Eugene Golden, John Daniel Golden), to be paid at the rate of two hundred and fifty dollars monthly. He also bequeathed to his executrix six thousand dollars in trust for the use and benefit of his sister, Theresa McGill, to be paid to the legatee at the rate of fifty dollars monthly. His wife, Julia McGill, *710 who is not the mother of appellant, was made residuary legatee of the estate.

The will was duly admitted to probate and the estate administered thereunder in an orderly manner. An order was entered by the court June 20, 1938, approving the final account and construing will and decree of distribution entered in the estate of Eugene B. McGill, deceased. The order and decree recite that due and legal notice of the hearing by publication, posting and personal service on all necessary parties was given as required by law and the order of the court.

“That a citation was issued out of this court on the 29th day of April, 1938 . . . and that said citation was duly served . . . personally on each of said parties; namely, Florence Golden, Rosemary Golden, Philip Eugene Golden and John Daniel Golden on the 7th day of May, 1938, and with each citation served upon each of said persons there was also served a copy of the final account, petition for construction of will, and petition for distribution of the residue of said estate of the above named decedent.

“That this court has jurisdiction of the subject-matter of this proceeding and of all parties interested therein and of all parties necessary thereto.”

A guardian ad litem appeared for the minor children, and appellant was represented by counsel at the hearing upon the final account of the executrix and upon her petition for construction of the will (under which will appellant was an heir and legatee) and distribution of the residue of the property belonging to the estate.

No claim was made by appellant. The estate was probated without reference to any right of appellant, as alleged in the complaint, to specific performance of a contract between her father and her mother and stepfather for appellant’s benefit.

The court found that, under the provisions of the be *711 quest in trust to Hope H. Utley of twenty-five thousand dollars for the decedent’s daughter (appellant) to be used for the education of appellant’s children, the executrix, as trustee, during the administration of the estate, paid to Florence M. Golden, to be used in the education of her three children as provided in the will $7,250, and that, since the filing of the final account and petition for distribution of the estate, the executrix as trustee had paid to appellant for the beneficiaries mentioned in the will the further sum of $500, thus leaving a balance of $17,250 to carry out the terms of the bequest, which balance is available and ready for payment in installments as they become due as contemplated by the bequest provision of the will.

The court further found that it was not the intention of the decedent that the closing of his estate should be delayed until the installment payments contemplated-in the trust provision were paid in full, but that it was his intention that deferred installments unpaid at the time of the closing of the estate should be paid through the trustee named in the will, otherwise through a successor trustee to be named by the court.

The court found, in view of the resignation of the executrix from the office of trustee, it was necessary to appoint a fit and proper person to carry out the provisions of the trust, and to that end the Everett Trust & Savings Bank of Everett was appointed to serve as trustee for the purpose of carrying out the trust provisions of the will.

Further construing the above described trust provision of the will, the court found that, as against the decedent’s estate, or the executrix, or the trustee, or the Everett Trust & Savings Bank, the successor trustee, or as against any other successor trustee, the children of appellant Florence M. Golden had no vested or contingent right or interest or claim or estate in and *712 to the fund. The fund of twenty-five thousand dollars is in trust for Florence M. Golden to be used for the education of her children.

The further findings of the court were, substantially, that appellant was vested with very broad discretion, and that the fund as received by her is given to her for the purpose of educating her children with incidental expenses, including maintenance, but that appellant is not a trustee in the sense that while she lives any bond may be required of her; that the testator intended the fund of twenty-five thousand dollars or investment securities purchased with it should be paid by the executrix, as trustee, or her successor trustee, to Florence M. Golden to enable her to educate properly her three children; and that the will does not impose any duty on the executrix or any trustee to supervise the distribution of that money once the trustee passes it to appellant, it being the intention of the testator that the responsibility of any trustee respecting the trust should end with the payments to appellant.

In the event any child of appellant shall die, the estate of such child shall have no right, title, or interest in or to the fund, but one-third of the residue of the fund in the hands of the trustee is relieved of the purpose recited in the will — “to be used for the education of her children” — and such one-third shall go to appellant direct. In the event of the death of Florence M. Golden, the successor trustee (Everett Trust & Savings Bank) shall apply to the court for further instructions as to whom to pay the remaining installments of the fund so held, but, in the event of such death, the remainder of the fund shall be impressed with the purpose of education as defined and described above.

Upon arrival at the age of majority or thereafter, any or all of the children may release any further claim they may have to education or maintenance *713

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Cite This Page — Counsel Stack

Bluebook (online)
102 P.2d 219, 3 Wash. 2d 708, Counsel Stack Legal Research, https://law.counselstack.com/opinion/golden-v-mcgill-wash-1940.