Hardy v. Mayhew

110 P. 113, 158 Cal. 95, 1910 Cal. LEXIS 342
California Supreme Court·Decided June 28, 1910·No. Sac. No. 1777.·Published·Cited by 52 cases

Opinion

ANGELLOTTI, J.

This is an appeal by defendants from a judgment given against them in an action brought by plaintiff to obtain a decree that she is the owner of an undivided one fourth of certain property, real and personal, possessed by them and of which they claim to be the absolute owners, and to obtain an accounting as to said property and a delivery to her of her share or the reasonable value thereof.

The defendants are Frank J. Mayhew and Charles P. May-hew, sons, and Mary E. Phipps, daughter of Judge Horace Allen Mayhew, who died March 3, 1907, and of Mary Jane Mayhew, who died August 3, 1903, and W. T. Phipps, husband of said Mary E. Phipps. The plaintiff is the sole surviving child of George H. Mayhew, a deceased son of said Judge Mayhew and Mary Jane Mayhew. The property involved in this action is an undivided one fourth of practically all the property delivered to Judge Mayhew under a decree of partial distribution in the matter of the estate of said Mary Jane Mayhew. Judge Mayhew claimed on his application for partial distribution that under the will of Mary Jane Mayhew he was entitled to have the property, a legacy of forty thousand dollars, distributed to him absolutely. His claim in his behalf was resisted by plaintiff. The superior court having jurisdiction of the estate construed the will as giving him only the use of this money with the right to the custody of the principal, for his life, with remainder over to the other parties named in its decree, and distributed to him the sum *98 of forty thousand dollars of the moneys of said estate “for his use, during his natural life, and on his death said sum to Chas. P. Mayhew, Prank J. Mayhew, the sons, to Mary E. Phipps, the daughter, and to Florence A. Hardy, the granddaughter of said deceased, in equal shares, each one fourth thereof,” and directed the executors to pay said forty thousand dollars to him “for his use for the term of his natural life.” Appeals were taken by both parties, and the district court of appeal, concluding that the will contemplated that the legatee might use the principal sum according to his discretion for his “comfort or pleasure” even to the extent of using it all, modified the decree by inserting the words “the unused portion of” before the words “said sum to Chas. P. Mayhew,” etc., making the decree read: “for his use, during his natural life, and on his death the unused portion of said sum to Chas. P. Mayhew,” etc. (Estate of Mayhew, 4 Cal. App. 162, [87 Pac. 417].)

The basic theory of plaintiff’s case is that under this decree Judge Mayhew took only a life interest, with the power to use during his life as much of the principal as he deemed proper for his own use, and that the other distributees took the remainder, viz.: the whole property subject only to such life interest in Judge Mayhew with such power on his part to use the principal, and that upon his death such distributees became entitled absolutely to the possession of all of said property that had not been so used—that Judge Mayhew had no right or power under such decree to dispose of any of the corpus of such property by gift, and that those so taking from him by gift took no more than he had the right to give, and must account to the distributees therefor. The case made by the complaint is, substantially, that a few months before his death, with the intent to deprive plaintiff of the share in said property that would otherwise come to her upon his death, Judge Mayhew gave practically all of the same to his three surviving children, the other distributees, and that they received the same with the same intent and hold the same. The trial court so found, finding further that the property so received by Mary E. Phipps was of the value of seventeen thousand five hundred dollars, that received by Prank J. Mayhew eleven thousand dollars, and that received by C. P. Mayhew, ten thousand seven hundred *99 dollars. .There were also allegations of conspiracy and undue influence on the part of defendants in this matter, but the evidence demonstrates and the trial court found that there was no basis for any such charge and that the gifts so made by Judge Mayhew were not solicited in any way by any of the defendants but were absolutely free and voluntary. On October 26, 1906, each of the three children, at the suggestion of Mr. Phipps, executed a writing reciting that in consideration of gifts made by Judge Mayhew he promised and agreed in future to pay to him the sum of fifty dollars per month, so long as he shall live. It very clearly appears from the evidence that all of the parties regarded the transfers by Judge Mayhew as gifts.

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Hardy v. Mayhew, 110 P. 113, 158 Cal. 95, 1910 Cal. LEXIS 342 (Cal. 1910).

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