In re Estate of Fair

37 P. 406, 103 Cal. 342, 1894 Cal. LEXIS 774
CourtCalifornia Supreme Court
DecidedJune 29, 1894
DocketNo. 15311
StatusPublished
Cited by4 cases

This text of 37 P. 406 (In re Estate of Fair) 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 Fair, 37 P. 406, 103 Cal. 342, 1894 Cal. LEXIS 774 (Cal. 1894).

Opinion

Haynes, C.

When this case was in department, the •following opinion was prepared by Commissioner Haynes:

Appellant petitioned the court below for an order directing the executors of the will of Theresa Fair, deceased, to pay to him the sum of five hundred thousand dollars, bequeathed to his brother, James Gr. Fair, Jr., and which, in case of the death of James, was, by the terms of the will, to be paid to petitioner. This appeal is from an order denying said petition.

The proper determination of the questions involves the consideration and construction of the whole of the will, which, omitting formal parts, is as follows:

“I hereby give, bequeath, and devise all my real and personal estate, of what nature or kind soever, and wheresoever situated, to John W. Mackay and Richard V. Dey, the executors of my last will and testament hereinafter nominated and appointed, in trust for the payment of my just debts and the legacies and charges upon the said estate hereinafter specified, to be held and possessed by them, with power to sell and dispose of the same, or any part thereof, at-public or private sale, at such time or times, and upon such terms and in such manner as to them shall seem meet, and to reinvest any surplus proceeds of such sales for the best interest of said estate until the full and complete disposition of said estate by them, which I hereby direct shall by them be made in compliance with the following:
“I give "and bequeath to my daughter, Theresa Alice Fair, the sum of one million five hundred thousand dollars, and direct the same to be paid to her upon her attaining the age of twenty-five years, but not before then, and that meantime there shall be paid to her monthly the sum of twenty-five hundred dollars.
I give and bequeath tq my daughter, Virginia Fair, the sum of one million five hundred thousand dollars, and direct the same to be paid to her upon her attaining the age of twenty-five years, but not before then, and [345]*345that meantime there shall be paid to her monthly the sum of twenty-five hundred dollars.
“I give and bequeath to my son, James Graham Fair, Jr., the sum of five hundred thousand dollars, and direct the same to be paid to him when he shall have attained the age of thirty-five years, but not before then, and that meantime there shall be paid to him monthly the sum of five hundred dollars.
“I give and bequeath to my son, Charles Lewis Fair, the sum of five hundred thousand dollars, and direct the same to be paid to him when he shall have attained the age of thirty years, but not before then, but that meantime there shall be paid to him monthly the sum of five hundred dollars.
“The rest and residue of my estate I give and bequeath to my two daughters, above named, to be divided between them equally, share and share alike, and to be paid to them when my said daughter Virginia shall have attained the age of twenty-five years.
“In case my said son, James Graham Fair, Jr., shall die without wife or lawful issue surviving him, the portion allotted to him shall be paid to my said son, Charles Lewis Fair, if living, and if not living, then to his surviving wife or lawful issue, if any there be.
“ In case my said son, Charles Lewis Fair, shall die without wife or lawful issue surviving him, the portion allotted to him shall be paid to the said James Graham Fair, Jr., if living, and if not living, then to his surviving wife or lawful issue, if any there be.
“In case both the said James Graham Fair, Jr., and Charles Lewis Fair shall die without wife or lawful issue surviving them, then the portions allotted them shall be paid to my said daughters, Theresa Alice Fair and Virginia Fair, share and share alike.
“ In case of the death of my said daughter, Theresa Alice Fair, without husband or child surviving her, the portion allotted to her shall be paid one-half to my daughter, Virginia Fair, and the other half in equal [346]*346portions to the said James Graham Fair, Jr., and Charles Lewis Fair.
“And in case of the death of my said daughter, Virginia Fair, without husband or child surviving her, the portion allotted to her shall be paid one-half to my daughter, Theresa Alice Fair, and the other half, in equal portions, to my sons, James Graham Fair, Jr., and Charles Lewis Fair, aforesaid.”

The executors therein named were duly appointed and qualified in October, 1891.

The court found that appellant was of the age of twenty-five years and no more; that James G. Fair, Jr., died on the twelfth day of February, 1892, under the age of thirty years, and had never married; that the estate was but little indebted, and that the sum of five hundred thousand dollars prayed for by the petitioner might be allowed to him, if he were entitled thereto, without loss to the creditors of the estate.

As conclusions of law, the court found: “ That by the terms of said will the petitioner is not entitled to have or receive the sum of five hundred thousand dollars prayed for by him until he shall have attained the age of thirty years; that his petition is therefore premature, and should be denied.” The order denying said petition was entered February 16, 1893.

Appellant’s contention is that, as survivor of his brother, he became entitled to said legacy immediately upon the death of James G. Fair, Jr.; and respondents contend, in their brief, that it is not payable to Charles until, by the terms of the will, it would have been payable to James, had he lived, nor until Charles had arrived at the age of thirty years.

The will does not state the dates at which the several legatees will respectively arrive at the age at which their several legacies would become payable; nevertheless, the'times for the payment of the several legacies are as definitely fixed, in case none of them should die before reaching the designated age, as though the year, month, and day of the payment of each had been stated [347]*347in the will, instead of the age of the legatee, as these dates must be definitely ascertained before payment could be made of the several original bequests.

These clauses of the will relating to the time of payment of the original bequests may therefore be read as though the dates of the payments were specified, instead of the ages of the several legatees, and the question is, whether there is any provision in the will manifesting the intention of the testatrix, that in case of the death of the legatee the legacy should be payable to the survivor at a different or earlier date.

The will does not expressly state at what time the death of the original legatee should occur to entitle the survivor to the legacy, which would otherwise have gone to the deceased brother or sister, nor whether the date of payment should thereby be changed, and therefore these questions must be left to construction. It is obvious, however, that the payment of any of these original legacies to the legatee, upon arriving at the prescribed age, takes the money so paid out of and beyond the operation of the will which imposes no conditions or restrictions of any character upon it after its payment to the legatee; and therefore all facts and circumstances affecting its disposition must exist or occur at or before the death of the primary legatee.

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Related

Estate of Ottoveggio
148 P.2d 878 (California Court of Appeal, 1944)
Mader v. Christie
198 P. 45 (California Court of Appeal, 1921)
Rector v. Dalby
71 S.W. 1078 (Missouri Court of Appeals, 1903)
In re Estate of Fair
3 Coffey 90 (California Superior Court, San Francisco County, 1892)

Cite This Page — Counsel Stack

Bluebook (online)
37 P. 406, 103 Cal. 342, 1894 Cal. LEXIS 774, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-fair-cal-1894.