In Re Estate of Fitzgerald

119 P. 96, 161 Cal. 319, 1911 Cal. LEXIS 432
CourtCalifornia Supreme Court
DecidedNovember 9, 1911
DocketL.A. No. 2958.
StatusPublished
Cited by7 cases

This text of 119 P. 96 (In Re Estate of Fitzgerald) 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 Fitzgerald, 119 P. 96, 161 Cal. 319, 1911 Cal. LEXIS 432 (Cal. 1911).

Opinion

ANGELLOTTI, J.

This is an appeal from a decree of final distribution.

The deceased died testate, leaving him surviving his wife, Lillian A. Fitzgerald, and a son, Edward B. Fitzgerald, and leaving an estate consisting of real and personal property, valued at about thirteen thousand dollars. His will, after providing for the payment of debts, expenses of last sickness, and burial, and costs of administration, and the payment of a legacy of five hundred dollars to his son, Edward B., provided as follows:—■

“3rd. To my wife, Lillian A. Fitzgerald, I give, devise and bequeath the entire use of the rest, residue and remainder of my estate, real and personal and wheresoever situated, for the term of her natural life, except as hereinafter qualified, and upon her death the remainder of my estate shall go to and vest absolutely in my son, Edward B. Fitzgerald.
“4. In the event, however, that my said wife shall marry again, then I will and direct that the provisions made in paragraph three, shall immediately cease and terminate, and my estate be divided as follows; to my wife, one third and to my son two thirds thereof absolutely and in fee simple, and in such case, the five-hundred dollar legacy to my son named in paragraph two shall be estimated as a part of my estate in making said division, and if previously paid shall be deducted from the share to be received by him.
“5th. In the event that my said son shall die before me leaving no issue, I give, devise and bequeath to my wife, Lillian A. Fitzgerald, all my estate, real and personal and wheresoever situated, absolutely and without condition after the provisions of paragraph one have been met and satisfied. However, should my wife come into possession of my entire estate as herein provided, and not marry again, or having married *321 again have no issue, it is my desire and request that she will dispose of what may remain of my estate at her death in favor of my brother James E. Fitzgerald or his children, but this request shall in no way limit or affect her rights or power of absolute disposition of said estate.”

By the will the wife was appointed executrix without bonds.

The will having been admitted to probate, the administration of the estate was proceeded with to the settlement of the final account and distribution of the residue of the estate, valued at something over twelve thousand dollars, all charges of administration, debts, and the legacy to the son, having been paid. The contest on distribution was between the widow, who has not married again, and the son, the widow claiming that the fourth provision of the will is void as being a prohibited condition in restraint of marriage, and that she was entitled to have distributed to her the whole residue of the estate for the term of her natural life, with the remainder over on her death to the son. The lower court adopted this view, and distributed the residue of the estate accordingly, viz., “to said Lillian A. Fitzgerald for the term of her natural life, she to have the entire use thereof during said term with the remainder on her death to Edward B. Fitzgerald.”

This is an appeal by said Edward B. Fitzgerald from such decree.

In this state, the rule in regard to conditions imposing restraints upon marriage is to be found in our Civil Code, section 710 thereof, providing as follows: “Conditions imposing restraints upon marriage, except upon the marriage of a minor, are void; but this does not affect limitations where the intent was not to forbid marriage, but only to give the use until marriage.” The main contention of appellant is that, in the case at bar, talcing all of the provisions of the will together, there was no intent to forbid marriage, but simply an intent to give the use of all of the property until marriage, and that the provisions of the will should be construed as giving merely the use of all the property until marriage, and not an estate upon condition subsequent.

Learned counsel for the widow admits that all the authorities compel the conclusion that a gift to a wife “during such time as she shall remain my widow,” or “until her second marriage,” without other words indicating a life estate, would be *322 a valid disposition both under the common law and under.section 710 of the Civil Code, and that the estate thus given would terminate ipso facto upon the remarriage of the wife. • It is admitted that in such a case there would be no taking of a larger estate determinable upon condition subsequent, but simply a valid limitation. But it is urged that the will is so written that a life estate in the residue was first given, and that it was then sought to make this life estate subject to a condition subsequent working a divestiture in the event of remarriage.

Taking all of the provisions of the will together, the general intention of the testator is very clear. There is not the slightest indication that there was any design on his part to deter his wife from contracting another marriage, or that he had any objection whatever to her so doing. All of the provisions are consistent only with the idea that he felt it was fair and necessary that she should have the use of all the residue of his estate for her support and maintenance so long as she remained his widow, but that if she married again, thus presumably obtaining other means of support, the son ought properly to receive his fair share of the property at once, and the residue should be at once divided between the wife and the son in such proportions as seemed equitable. If she never contracted another marriage, the use of all the residue would be necessary to her during the term of her natural life, and the only thing he could fairly do for the son was to give him the remainder upon her death. If she did marry her right to the use of all the residue should at once cease, and she would take absolutely and in fee one third of such residue, and the son should take in the same way the remaining two thirds. If the son should die before the testator, leaving no issue, thus leaving the wife as the sole person as to whom obligation existed to make provision for, she was to take absolutely and without condition the whole estate after payment of debts, etc., even though, as was expressly recognized, she might marry again.This was clearly the intended scheme of the testator, a scheme absolutely fair, and to which, in view of section 710 of the Civil Code, there can be no legal objection. Practically, the only question here is whether this clear intent has been expressed in such" legal form that the courts may carry it into execution. Respondent would have us, in an endeavor to defeat this inten *323 tion, construe the provisions of the will as showing that the testator has adopted a prohibited mode of accomplishing his purpose, viz: that he gave his wife an estate for her natural life, and then attempted to make this life estate subject to a condition subsequent against remarriage. We do not think that such a construction of the language is at all necessary or reasonable. The third and fourth provisions of the will before us, which must be read together, may certainly be reasonably construed as giving the use of the residue to the wife, only to the time of her marriage.

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Cite This Page — Counsel Stack

Bluebook (online)
119 P. 96, 161 Cal. 319, 1911 Cal. LEXIS 432, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-fitzgerald-cal-1911.