In re Estate of Berg

3 Coffey 259
CourtSuperior Court of California, County of San Francisco
DecidedDecember 23, 1908
DocketNo. 6,447
StatusPublished

This text of 3 Coffey 259 (In re Estate of Berg) 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
In re Estate of Berg, 3 Coffey 259 (Cal. Super. Ct. 1908).

Opinion

COFFEY, J.

Decedent testatrix was a single woman, aged about forty-five, a native of Norway, and died in Sonoma county, California, in August, 1908, leaving estate in San Francisco, and leaving a last will and testament in the Norwegian language, entirely written, dated, and signed by her own hand, which, translated, reads as follows.

“2695 Sacramento St.
“Mrs. Pauline Lyng,
"If there is any money left by me when I die, I wish that you shall have it, also my watch and my clothes. I have no relatives here and this my wish must not be changed.
“This I wrote the 25th day of February, 1904.
“SINA BERG.
“If you should need somebody to assist you in this matter ask Mr. Bacon. Mr. Bacon will help you because Mr. and Mrs. Bacon were always good to me.
“SINA BERG.”

Mrs. Lyng filed her renunciation of any rights which she might have had as executrix, and requested that the court appoint “Mr. Bacon,” named in said will, as executor.

It will be noticed that in the will no one is directly named as executor. It is claimed in behalf of Dr. Bacon that it appears from the said will that by its terms he was appointed executor according to the tenor of the will.

“Where it appears, by the terms of a will, that it was the intention of the testator, to commit the execution thereof and •the administration of his estate to any person as executor, such person, although not named executor, is entitled to letters testamentary in like manner as if he had been named executor”; Civ. Code, sec. 1371.

The argument of Dr. Bacon’s counsel is that it was the intention of the deceased to commit the administration of her estate to him, and that this is strengthened by the evidence introduced.

Miss Berg was a hard-working woman of but little worldly experience, while Dr. Bacon is a man of property, accustomed to financial affairs and for many years Dean of the College of Pharmacy of the State University. Miss Berg had worked five years at his house, and her will shows that [261]*261she had great confidence in his judgment, kindliness, and integrity.

This estate is so small that the commissions allowed its executor certainly are no great inducement for any business man to give his time and attention to its administration, and it is fair to infer that it is solely because of his relation to the deceased that Dr. Bacon has made his application.

If it be asked why Mrs. Lyng has not also petitioned as executrix, it is replied that she is also a working woman with full confidence in Dr. Bacon, and that the record shows that she has renounced any rights which she may have had as coexeeutrix under said will, and has requested that the court appoint Dr. Bacon to act as executor.

The public administrator has petitioned for letters of administration with the will annexed, and the only question before the court is to which of these applicants letters should issue.

The authorities upon this subject are not very numerous.

“Each case is a construction of a particular document”: In re Goods of Way, L. R. Prob. D. 1902, 345.

“The appointment of an executor may be express or constructive, and although no executor be expressly nominated in the will by the word executor, ’ yet if, by any word or circumlocution, the testator recommend or commit to one or more the charge and office, or other rights which appertain to an executor, it is tantamount to an express appointment of an executor.

“But it seems not to be essential to constitute an executor according to the tenor of the will, that express authority should be given to him to collect and pay the debts. If the duty imposed and .the authority given necessarily imply the right to receive the testator’s goods and collect his debts, it will be sufficient”: Grant v. Spann (1851), 34 Miss. 302.

“The testator did not in his will nominate an executor in express terms. But as he confided to the persons whom he denominated trustees the execution of his will and conferred upon them the rights which appertain to an executor, it amount's to a constructive appointment of them to the office, and although called trustees by the testator, they were also [262]*262his executors according to the tenor, of the will”: Myers v. Daviess (1850), 10 B. Mon. 396.

“The use of the word ‘executor’ is not essential to the appointment of a person to execute a will. An executor may be appointed expressly or constructively, and designated by committing to his charge those duties which it is the duty of an executor to perform; by conferring those rights which belong to the office or by any other language from which the intention of the testator to invest him with that character may be inferred”: Carpenter v. Cameron (1838), 7 Watts, 51.

“Where a person was charged with the disposition of the estate and authorized and directed to carry out the intention of the testator, though not named as the executor of the will, it made, him the executor as fully as if named as such”: Stone v. Brown (1856), 16 Tex. 430.

“The appointment of an executor may be express or constructive, and though a person be not appointed executor by that name, yet if the testator commit to his charge duties ordinarily performed by an executor, it is the testator’s intention to invest him with that capacity”: Ex parte McDonnell (1851), 2 Brad. Sur. (N. Y.) 32; Fleming v. Bolling (1801), 3 Call, 75.

“The testator’s declaration that A B shall have his goods to pay his debts and otherwise to dispose at his pleasure and other such like expressions will suffice for such appointment”: Henfrey v. Henfrey, 4 Moore P. C. 33.

So, too, the commitment of one’s property to the “administration” or to “the disposition” of A B; or the direction that A B shall pay debts and funeral expenses and probate charges: Goods of Fry, 1 Hagg, 80; Schouler on Executors, 3d ed., sec. 36.

A will read: “I do hereby request J. Channon or C. B. Taylor to have my body buried at Laurel Hill. Pay to my niece, etc. Pay all my honest debts.” The court said: “No express words are necessary in a will to appoint an executor. The appointment may be made by necessary implication.” To the same effect are: Nunn v. Owens, 2 Strob. 101; State v. Rogers, 1 Houst. 569; Goods of Fraser, L. R. 2 P. & D. 183: Hartnett v. Wandell, 60 N. Y. 350, 19 Am. Rep. 194; In re Goods of Cook, L. R. Prob. D. 1902, 114; In re Goods of [263]*263Kirby, L. R Prob. D. 1902, 188; Bayeaux v. Bayeaux, 8 Paige Ch. 333. See Crosswell on Executors, pp. 51, 52; "Williams on Executors, 10th ed., pp. 165-168.

It is the statute law of California, and of nearly all the other states of the Union, and a well-defined principle of common law, that where it appears from the terms of the will that it was the intention of the testator to appoint a certain person executor of his will, although not named as executor in the will, that courts will be guided by the intention so expressed and make the appointment. This principle is laid down in section 1361 of the Civil Code of California.

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

Related

Stone v. Brown
16 Tex. 425 (Texas Supreme Court, 1856)
Bayeaux v. Bayeaux
8 Paige Ch. 333 (New York Court of Chancery, 1840)
Carpenter v. Cameron
7 Watts 51 (Supreme Court of Pennsylvania, 1838)
Myers v. Daviess
49 Ky. 394 (Court of Appeals of Kentucky, 1850)
Grant v. Spann
34 Miss. 294 (Mississippi Supreme Court, 1857)
Strode v. Bierman
77 S.W. 110 (Missouri Court of Appeals, 1903)

Cite This Page — Counsel Stack

Bluebook (online)
3 Coffey 259, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-berg-calsuppctsf-1908.