Hebrew Home for Aged Disabled v. Friedman

153 P. 918, 171 Cal. 431, 1915 Cal. LEXIS 649
CourtCalifornia Supreme Court
DecidedDecember 13, 1915
DocketS. F. No. 7049.
StatusPublished
Cited by18 cases

This text of 153 P. 918 (Hebrew Home for Aged Disabled v. Friedman) 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
Hebrew Home for Aged Disabled v. Friedman, 153 P. 918, 171 Cal. 431, 1915 Cal. LEXIS 649 (Cal. 1915).

Opinions

HENSHAW, J.

In the probate court of the city and county of San Francisco, Honorable Thomas F. Graham presiding, and in the matter of the estate of Julius Friedman, deceased, application was made under section 170 of the Code of Civil Procedure, for a transfer of all the matters and proceedings in said estate to another department of the superior court. The motion was denied and from the order denying it this appeal is taken.

Julius Friedman died testate in 1900 and his will was duly admitted to probate. The inventory value of his estate in that year was four hundred and sixty-six thousand dollars, and it has since enhanced in value. The will was holographic. It declared that the testator knew of no relatives who could lay claim to any portion of his estate. It left bequests to friends to the amount of thirty thousand dollars, a trust fund for the poor of his native city, Mitau, in the sum of fifty thousand dollars, other bequests aggregating twenty thousand dollars to named orphan asylums and charitable institutions in San Francisco, and finally directed that “the entire residue so found shall go and be given to the within mentioned society, Hebrew Home for Aged Disabled of San Francisco, Cal., as an additional donation by me given towards the support of the within mentioned to be reincorporated Hebrew Hospital and Home Association for Aged Disabled of California. They (the executors) are then directed to close up my estate by delivering all the balance of the property remaining in their hands belonging to me, real, personal and mixed, in trust to the society named Hebrew Home for Aged Disabled of San Francisco, California.. Present value to be, say, about two hundred thousand dollars more or less which I hereby give, bequeath and devise unto the Board of Directors of said society to be received and employed by said Board of Directors for the following trust and purpose:

“The said Board of Directors shall receive said property in trust for said society, in its name, and from me as a fund by me given for the benefit of said society and to be used by it for the sole purpose of building a hospital and suitable *433 home, namely, said Board of Directors shall set apart the sum of $150,000 and designate the same as ‘hospital fund, ’ and the $50,000 remaining out of said above mentioned $200,000 shall be designated as ‘home fund,’ and shall take about $10,000 from each fund for the purpose of purchasing say from about twenty to thirty acres of land at either the outside limits of this city, or at San Mateo, Alameda or Marin County, in this state.
“The said Board of Directors shall then erect on said land a hospital building with all modern, sanitary improvements, equipped and furnished with about fifty beds.
“The Board of Directors of said Hebrew Home for Aged Disabled are also directed to dispose of their small property on Lombard Street in this city, occupied and known as said Home, and erect on said land a suitable Home for said society.
“It is my wish that the said Board of Directors of said Hebrew Home for Aged Disabled of San Francisco, California, shall liquidate all said corporation may then he owing and apply to court for the dissolution of said corporation and immediately thereafter reincorporate under the name and style of Hebrew Hospital and Home Association for Aged Disabled of California. It is my will that I. M. Friedberg and Edward R. Lande join as members of said Society (being two of my executors), and be placed as directors of the building and financial committee, and serve, if possible, until said buildings are finished and ready for occupancy, they knowing my wish how it should be built. ’ ’

If, in fact, the deceased did leave heirs at law, his will would be invalid as to two-thirds of his estate, which would descend to those heirs. (Civ. Code, sec. 1313.) The residuary legatee in 1901 instituted the special proceeding, contemplated by section 1664 of the Code of Civil Procedure, to determine heirship to this estate. Claimants to a number exceeding three hundred came forward, asserting heirship. They appeared from all quarters of the globe. Depositions were taken, their claims investigated, and the major portion of them were eliminated from consideration. There were left five sets of claimants, known as the Kagan claimants, the Grunwaldt claimants, the Bernstein claimants, the Liebe Friedman claimants, and the Jacobson claimants. The matters connected with the administration of this estate came successively before different judges in probate. In January, *434 1907, Judge Graham began to preside over the probate department in which this administration was pending, and has continued so to preside ever since. The calamity of April, 1906, destroyed the voluminous records of this estate and vast labor was spent and much time consumed in the restoration of these records, which was finally accomplished several years thereafter by the attorneys for the executors. In December, 1909, the Hebrew Home for Aged Disabled filed a petition for partial distribution. All other bequests, charitable and personal, had been paid. About ten years had elapsed since Friedman’s death. The petitioner had received none of the fruits of his bounty, and it asked that there be distributed to it less than one-third of the residue of his estate—the amount which under the law the testator was entitled to bequeath and the charitable institution entitled to receive, even if the testator left heirs. Before this application was made the trial of the special proceeding under section 1664, Code of Civil Procedure, had commenced. Certain demurrers were interposed to this petition for partial distribution. Incomplete hearings were had in this matter during the spring and autumn of 1910. The demurrers of Houghton & Houghton, representing the Kagan claimants, and of Marshall Woodworth, representing the executor, Lande, presented a legal question touching the construction of the will, the contention being that the Hebrew Home for Aged Disabled was not by the will made the direct recipient of the testator’s bounty, but was merely a beneficiary of a trust created by the will, that the will contained a direct bequest of the residuum to the trustees of the Hebrew Home, who alone were entitled to take, and that consequently the Hebrew Home, as a petitioner for direct distribution to itself, had no standing in court. These demurrers were overruled. No one questioned but that the Hebrew Home, either directly or through its trustees, was entitled to the partial distribution which it sought, and as it had for ten years been denied enjoyment of property bequeathed for its benefit, strong reason appeared why this distribution should be ordered. Certain minor differences of opinion arose as to the character of property which should be distributed, whether it should be all in money, or a part in money, a part in land, and the remainder in personal securities of various kinds. The court having declared its intention to make the decree, there seems *435 to have been a general expression of a desire upon the part of the rival claimants to heirship (as expressed by one of their attorneys) “that every charity which was named or referred to in the will of Julius Friedman should have and receive of his property all that they would be entitled to receive under the laws of the state of California had the provisions of the will been good and sufficient.

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

Related

Tustin v. Bank of America CA6
California Court of Appeal, 2014
Jack Farenbaugh & Son v. Belmont Construction, Inc.
194 Cal. App. 3d 1023 (California Court of Appeal, 1987)
In Re Osslo
334 P.2d 1 (California Supreme Court, 1958)
Loring v. Town of Kingsley
175 P.2d 524 (California Supreme Court, 1946)
Kreling v. Superior Court
153 P.2d 734 (California Supreme Court, 1944)
Kreling v. Superior Court
146 P.2d 935 (California Court of Appeal, 1944)
Estate of Hardy
145 P.2d 910 (California Court of Appeal, 1944)
Hardy v. California Trust Co.
145 P.2d 910 (California Court of Appeal, 1944)
Estate of Henderson
112 P.2d 605 (California Supreme Court, 1941)
Peck v. Eastern Star Homes
112 P.2d 605 (California Supreme Court, 1941)
Krebs v. Los Angeles Railway Corp.
61 P.2d 931 (California Supreme Court, 1936)
People v. Lafrenz
26 P.2d 317 (California Court of Appeal, 1933)
Springfield Fire Marine Ins. Co. v. Donahoe
1922 OK 276 (Supreme Court of Oklahoma, 1922)
Estate of Friedman
172 P. 140 (California Supreme Court, 1918)
Hebrew Home for Aged Disabled v. Friedman
178 Cal. 27 (California Supreme Court, 1918)
McEwen v. Occidental Life Insurance Co.
155 P. 86 (California Supreme Court, 1916)

Cite This Page — Counsel Stack

Bluebook (online)
153 P. 918, 171 Cal. 431, 1915 Cal. LEXIS 649, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hebrew-home-for-aged-disabled-v-friedman-cal-1915.