In Re Estate of Blake

108 P. 287, 157 Cal. 448, 1910 Cal. LEXIS 280
CourtCalifornia Supreme Court
DecidedMarch 28, 1910
DocketS.F. Nos. 5087 and 5088.
StatusPublished
Cited by109 cases

This text of 108 P. 287 (In Re Estate of Blake) 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
In Re Estate of Blake, 108 P. 287, 157 Cal. 448, 1910 Cal. LEXIS 280 (Cal. 1910).

Opinion

LORIGAN, J.

Francis Blake died in 1888, leaving his widow, Mary C. Blake, two daughters, Alice S. Blake and Helen F. Witcher, and a granddaughter, Ethel Pomroy, then nine years of age, a child of a deceased daughter, as his heirs at law. He left a large estate and a holographic will, by which having made certain bequests, he then devised the rest and residue of his estate to trustees in trust, first, to pay a large number of bequests, and then:— ,

• “After the payments of the bequests enumerated in article III, I direct my said executrix, executors and trustees to convert the rest and residue of my personal estate, if any there be, into money, and to invest the same in improved real' property, and to hold all the rest and residue of my estate and pay over the net income therefrom in equal proportions quarterly to my said daughters, Alice S. Blake and Nellie F. Witcher, and my granddaughter, Ethel Pomroy, until they shall respectively arrive at the age of thirty years, and as each of my said daughters and granddaughter arrives at the age of thirty years she shall have the right to demand and receive one third of the rest and residue of my said estate as her distributive share thereof, and to have and hold the same to her and her heirs forever, and if either of my said daughters or granddaughter shall die without issue and before she receives her distributive share of my estate, it is my desire that her share of my said estate shall go to the surviving daughter, dau,ghters or granddaughter as the case may be, share and share alihe.” The portion of the trust we have italicized above was omitted from the decree of distribution which in due course was made *453 in the estate. That decree, after setting forth the trust clause, omitting the italicized portion, then distributed the residue of-the estate (the beneficiary Alice S. Blake having attained the age of thirty years) as follows:—■
“To the said Mary C. Blake (the widow) in her individual right an undivided one half thereof, being her half of the-community property. To the said Alice S. Blake in her own individual right an undivided one sixth thereof. To the said Mary C. Blake, James Moffitt and Charles L. Taylor, as trustees under the said last will and testament, and upon the trusts therein mentioned, in trust for the said Nellie F. Witcher under and in accordance with the provisions of the said .last will and testament, an undivided one sixth thereof. To the said Mary C. Blake, James Moffitt and Charles L. Taylor, as trustees under the said last will and testament, and upon the trusts therein mentioned, in trust for the said Ethel Pomroy under, and in accordance with the provisions of the-said last will and testament, an undivided one sixth thereof.”

Subsequent to the decree of distribution Helen P. Witcherattained the age of thirty years, and the property distributed to the trustees intrust for her was turned over by them to her. Thereafter the beneficiary, Ethel Pomroy, married Beach C. Soule, and two children were born to them. In 1905, she died intestate at the age of twenty-seven years, leaving as her sole heirs at law her husband and their two minor children. After her death, Alice S. Blake, who had become sole trustee of the trust, filed in the superior court an account of her administration of the trust, and a petition for distribution of the trust property, stating in the latter that she was in doubt as to whom the corpus of the trust property should be distributed,, and asked the court to judicially determine the question. Answers to the petition were filed respectively by the guardian of the minor children of Ethel Pomroy Soule, deceased, and by the administrator of her estate, in which they joined with the-trustee in a request for such judicial determination. Answers-were also filed by said Alice S. Blake and Helen'P. Witcher, asserting that they were each individually entitled to one third' of the corpus of the trust property.

. On the hearing the court judicially construed the trust provisions and found and decreed that Francis Blake failed to-provide in his will, creating the trust, for the disposition of the: *454 corpus of the trust property upon the termination of the trust, in the event of the death of Ethel Pomroy Soule under the age of thirty years, and the said event had occurred, and hence that the said corpus of the trust property “is vested . . . one third ... in Alice S. Blake, individually; one third . . . in Helen F. Witcher. . . . individually; and one third ... in the heirs at law of Ethel Pomroy Soule, deceased,” as the heirs at law of said Francis Blake, deceased. A decree in accordance with this construction of the trust provisions was made.

While separate appeals are taken by the minor children and the administrator of the estate of Mrs. Soule from those portions of the decree immediately referred to, and taken upon separate records, they involve the construction of the same trust provisions. They are presented here—except as to one point—in identically the same briefs, and the questions presented on both appeals can be readily and consistently disposed of in the same opinion.

The only question on this appeal calling for serious consideration is the legal soundness of the construction given by the superior court to the trust provisions contained in the will and embodied in the decree of distribution in favor of the beneficiary Ethel Pomroy.

On the part of respondents—Alice S. Blake and Mrs.'Helen F. Witcher—the contention below was, and here is, that under the will of Francis Blake, Ethel Pomroy was given a contingent remainder only in the corpus of the trust property; that neither the title nor right of possession to said corpus was to vest in her until she reached the age of thirty years, and that as she never attained that age the remainder never vested; that no provision was made in the will for the disposition of the corpus of the trust property in the event which actually occurred,—namely, the death of the beneficiary "with issue and before she received her distributive share” of the estate of testator, and, hence, the testator died intestate as to such property and it descended and should be distributed to his heirs at law. This was the construction given to the provisions of the will by the trial court and the accuracy of which is questioned by the appellants.

As far as the appellant—the administrator of the estate of Ethel Pomroy Soule—is concerned, it is insisted that under the will and decree devising and distributing the trust prop *455 erty to the trustees there was vested immediately in Ethel Pomroy on the death of the testator a remainder in fee in said property (possession only being deferred) defeasible only upon a condition subsequent,—namely, her death “without issue and before she received her distributive share” (attaining the age of thirty years), the happening of which has now become impossible, and that on her death the corpus of the trust property passed to her heirs in fee simple.

On behalf of the surviving minor children it is insisted that even if the contingency by which their mother was to take the corpus

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Cite This Page — Counsel Stack

Bluebook (online)
108 P. 287, 157 Cal. 448, 1910 Cal. LEXIS 280, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-blake-cal-1910.