In Re Estate of Haines

89 P. 606, 150 Cal. 640, 1907 Cal. LEXIS 562
CourtCalifornia Supreme Court
DecidedMarch 9, 1907
DocketL.A. No. 1878.
StatusPublished
Cited by2 cases

This text of 89 P. 606 (In Re Estate of Haines) 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 Haines, 89 P. 606, 150 Cal. 640, 1907 Cal. LEXIS 562 (Cal. 1907).

Opinion

ANGELLOTTI, J.

This is an appeal from a decree of final distribution. The deceased died testate, leaving two surviving daughters, S. Maude Henderson and Edith M. McBivitt, and four surviving grandchildren,—-viz. Haines T. Henderson and Gladys Henderson, children of S. Maude Henderson, and Frank Paul McBivitt and Edith Bernice McBivitt, children of Edith M. McBivitt. All the children are minors. By her will, which was holographic, she first made certain absolute bequests and devises to her daughters. The will then proceeded as follows: “To my grandchildren, Haines T. Henderson and Gladys Henderson, I give 38 acres in lot 19 Norway survey, also 3 acres in the same lot . . . also one half of my interest in subdivision 91 of los posas tract containing 532 acres, to F. Paul McBivitt and Edith Bernice McBivitt, my grandchildren, I give and devise 42.53 acres on lot 34 Norway survey, being my home place, also one half of my Los Posas land, provided that my daughters Maude Henderson and Edith McBivitt shall have the full control and possession and all rentals and incomes of the lands willed to their children during their natural lives, except that each one, shall every year put out one hundred dollars at interest (to- be divided between her two children) until her youngest child attains the age of twenty years. All moneys notes &e. which I may have to be divided between my two children and four grandchildren, and my daughters to have exclusive control of their children’s money and invest it as they think best until they, the children, become of age.”

The controversy here is as to the effect of the proviso in the devises to the McBivitt grandchildren, and the provision giving the exclusive control of the personal property bequeathed to them to their mother, until they become of age, such grandchildren being the only appellants, and appealing only from such portions of said decree as relate to these provisions. The court below distributed to each of said children the realty described in the devises to them, with this proviso, *643 —viz. “providing that Edith M. McDivitt, the mother of said children, shall have the full possession and ownership of all the land, issues and profits thereof, during her natural life, ’ ’ in one case, and the following,—viz. “provided . . . that.' Edith M. McDivitt, the mother of Frank Paul McDivitt and Edith Bernice McDivitt, shall have the full possession and ownership of the rents, issues and profits of her children’s share thereof, during her natural life.” In another part c£ the decree, and as a distinctly independent provision having no reference to the lands devised, it was ordered that said Edith M. McDivitt “each year place the sum of one hundred dollars on interest in some safe interest-hearing securities, to he approved by this court, to the credit of her two children, Frank Paul McDivitt and Edith Bernice McDivitt, to be divided equally between the said children, upon the said Edith Bernice McDivitt arriving at the age of twenty years.” To each of said grandchildren was distributed, $1,634.73, “provided, however, that Edith M. McDivitt, the mother of said child, shall have the exclusive control of said sum of money and to invest the same in interest-bearing securities, to be approved by this court,” .until the said child shall have attained the age of majority.

There is no great difficulty in determining the intention of the testatrix from the provisions of her will, notwithstanding that this intention might have been expressed in more apt language by one versed in legal phraseology.

As to the land concerning which the devise to the grandchildren was made, it was clearly intended to give a life estate to their mother, subject only to a charge of one hundred dollars per annum in favor of the two children (fifty dollars for each), until the younger child attains the age of twenty years, and to subject the devise to the grandchildren to this' estate for life in the mother. The devise to the grandchildren is expressly made subject to the proviso, and the proviso is that the mothers “shall have the full control and possession and all rentals and incomes of the lands willed to their children” during their natural lives. Herein is to be found every element going to make up a life estate. The exception as to the one hundred dollars per annum that is tó be put out at interest for the children, which creates a charge upon such life estate, also makes clearer the intention of the testatrix that the *644 respective mothers were to have life estates in the lands otherwise given to their children. It is elementary that it is the duty of the courts to carry into effect the intention of the testator as the same is expressed in his will, provided that such intention be consistent with the rules of law. It cannot, of course, be successfully claimed that there is any rule of law that is violated by a devise of an estate for her life to the mother burdened with an annual charge on the rents and profits in favor of her living children for a specified time, and a devise of the lands subject to such life estate to such children.

It is claimed, however, that the exception as to the one hundred dollars per annum for the benefit of the children constitutes a direction for the accumulation of the income of property for a period longer than the minority of the beneficiaries, the youngest child being the daughter, Edith Bernice, who is five years younger than her brother, Frank Paul, and that such exception is therefore void under the provisions of sections 723 and 724 of the Civil Code, which allow such accumulations only during the minority of the beneficiaries, and that it is also void for the reason that it may unduly suspend the absolute power of alienation. The provision simply is that the mother shall “every year put out $100 at interest (to be divided between her two children) until her youngest child attains the age of twenty years.” The necessary implication from this language appears to us to be that each child was to have, so long as he or she lived, until the youngest child attained the age of twenty years, or would have attained that age if living, the sum of fifty dollars per annum out of the life interest given to the mother; and that these sums were to be invested for his or her benefit and remain at interest during said period. Reading the provision in connection with the provisions immediately preceding it, it is plain that to the extent stated it is an attempted disposition of the income of the real property, and a direction for the accumulation thereof. So construed, however, there is no forbidden suspension of the absolute power of alienation, such suspension being permitted for a period not longer than during the continuance of lives of persons in being at the creation of the limitation or condition. We have here two provisions, one for the accumulation .of fifty dollars per annum for the *645 older child until the younger attains, or would, if living, attain, the age of twenty years, and one for the accumulation of fifty dollars per annum for the younger child for the same period. The provision for accumulation for each child, being for the sole benefit of such child, cannot by any possibility suspend the absolute power of alienation for a longer period than during the life of such child. If the older child die before the specified time, the trust for accumulation for his benefit at once determines for lack of a beneficiary, and the property already accumulated immediately vests in his heirs.

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

Related

Estate of Ingram
285 P. 365 (California Court of Appeal, 1930)
Webster v. Thornton
135 P. 1131 (California Supreme Court, 1913)

Cite This Page — Counsel Stack

Bluebook (online)
89 P. 606, 150 Cal. 640, 1907 Cal. LEXIS 562, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-haines-cal-1907.