In re Estate of Heydenfeldt

39 P. 788, 106 Cal. 434, 1895 Cal. LEXIS 624
CourtCalifornia Supreme Court
DecidedMarch 15, 1895
DocketNos. 15885, 15886
StatusPublished
Cited by9 cases

This text of 39 P. 788 (In re Estate of Heydenfeldt) 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 Heydenfeldt, 39 P. 788, 106 Cal. 434, 1895 Cal. LEXIS 624 (Cal. 1895).

Opinion

Temple, J.

Solomon Heydenfeldt died testate September 15, 1890, leaving a widow and ten children. The widow was the mother of five of the children, all minors. The deceased had been the owner of much real estate in San Francisco. In anticipation of his death, he conveyed portions of his real, estate to his children, but the deeds were placed in the hands of one Charles Ashton by the grantor, to be recorded at his death. The record does not show expressly whether the grantees named in the respective deeds were let into possession upon the execution of the deeds, or whether the grantor continued to receive the rents and profits until his death. Presumptively, the latter was the case, for there would seem to be no other reason for retaining the deeds, and certainly for some purposes the grantor continued after the execution of the deeds to treat the property as his own. One of these deeds, executed October 10, 1887, conveyed to appellant and her brother, Thomas 0. Heydenfeldt, a lot in San Francisco worth about sixty-five thousand dollars. At the time the deed was executed and left with Ashton, as above stated, there was a mortgage upon it to secure the payment of the sum of forty thousand dollars, borrowed by the testator from the German Savings and Loan Society. It covered not only the lot conveyed to Hellings, but also a lot conveyed to three other children.

April 12, 1889, the mortgage being about to become barred by the statute of limitations, Heydenfeldt executed a new mortgage for the same amount and charging the same real estate.

October 9, 1889, deceased made his will, which contained the following provisions: “ Item 1. I direct my executors to pay all debts which I may owe at my decease, from proceeds of sale of my unproductive property.....

“ Item 3. I have already made such provision for each and all of my children as I deem consistent with the value of my estate by deeds executed and delivered to Charles Ashton, of San Francisco, for their benefit; [436]*436and I therefore give and devise and bequeath all of the rest and residue of my estate, both real and personal, to my wife, Elizabeth Angeline Heydenfeldt,” etc.

None of the children received any thing under the will, nor was it shown that they received at any time any part of their father’s estate, except by the deeds aforesaid. It is certain they received nothing else in anticipation of the death of their father, and in the final distribution of his estate.

The executors named in the will were duly appointed and they duly qualified. It is shown that they sold the unproductive property, realizing from such sales about forty-three thousand dollars, of which, after payment of the debts, they still have more than forty thousand dollars.

October 6, 1893, Mrs. E. A. Heydenfeldt, the widow of deceased, filed a petition in the probate court asking for a distribution of the estate. In her petition she states that all the debts and expenses of the estate have been paid, and that petitioner is entitled “ to all of the estate of said deceased and the profits thereof.”

October 20, 1893, appellant, who 'is a daughter of the testator, filed her petition, in which she set out most of the facts above recited, and that the debt secured by mortgage upon the property conveyed to her and Thomas 0. Heydenfeldt had not been paid, that the unproductive property had been sold as directed by the will, and that from the proceeds the executors had in their hands sufficient money to pay said mortgage debt and all other debts of the estate. That the mortgagee had duly presented the debt secured by the said mortgage to the executors, and the same had been allowed, and that the mortgagee had commenced an action to foreclose the same, which action was then pending. That it was the intention of the testator to exonerate the property conveyed to herself and brother, and charge his estate with the payment thereof.

The petitions were set for hearing at the same time, as was also, the application to settle the final account of [437]*437the executors. At the appointed time the application of appellant was first taken up. A reply to the petition was interposed by Mrs. Elizabeth A. Heydenfeldt and by her children, and all appeared by attorney. Evidence was also taken and submitted. She was denied the relief asked. The final account was settled. The application for distribution was then taken up, and appellant objected to the distribution being made until the mortgage debt was paid. The court, however, proceeded to distribute all the property to Mrs. E. A. Heydenfeldt.

Appellant has brought two appeals to this court: one from the order refusing her petition, and the other from the decree of distribution. They were submitted together, and do not require separate consideration.

Upon these facts counsel for appellant contends that the provisions recited from the will constitute a testamentary assumption of the mortgage debt, and the lot conveyed to her and her brother is thereby exonerated.

On the other hand, the respondents argue that the effect of item 1 in the will is simply to provide that the debts shall he paid from the unproductive real estate rather than from the personalty which is given to the widow. That the lot conveyed to appellant at the time of the execution of the will and of the death of the testator was no part of the estate of the testator, and by law constituted the primary fund for the payment of the mortgage debt. That the estate was only liable for the deficiency, if any, after applying the proceeds from the sale of the mortgaged premises. That it is such debts as could have been proven under the law, and could have been made a charge against the estate of the deceased that are provided for in the will.

Furthermore, if appellant had any grievance arising from the fact that her property was wrongfully charged with the encumbrance, or from the covenant in her deed, she should have presented her claim against the estate. She did not do so, and now has no remedy.

Appellant bases her rights entirely upon the claim [438]*438that the will exonerates her property. If the will does not provide for the payment of the debt, her appeal must fail.

If the provision in regard to the payment of debts stood alone, and we knew nothing of the condition of the estate, and the circumstances under which the deed was made, the construction given it by respondents would be very plausible. Directions for the payment of debts are found in nearly every will; and it has been said that they are as formal and meaningless as the pious phrases with which many wills are prefaced. They, of course, have greater significance where the personalty descends to the personal representative and the realty to the heir, and where real estate is devised to the executor with which to pay debts, than here where the entire estate is liable for all the indebtedness. And yet, while caution should be exercised not to give such formal words too much importance, if the circumstances indicate that they express a special testamentary intent, the fact that nearly all wills contain such directions should not render them ineffectual.

The testator executed and left as escrows deeds to all his children. When he executed this deed to appellant the debt was not only due, but within about two years of becoming barred by the statute of limitations. It does not appear that he thought death then imminent. In form the deed contained a covenant against encumbrances created by the grantor.

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

Related

Estate of Russell
444 P.2d 353 (California Supreme Court, 1968)
Hembree v. Quinn
444 P.2d 353 (California Supreme Court, 1968)
Estate of Metcalfe
251 P. 202 (California Supreme Court, 1926)
In Re the Estate of De Bernal
131 P. 375 (California Supreme Court, 1913)
In Re Estate of Wells
94 P. 856 (California Court of Appeal, 1908)
McKenzie v. Rathbun
72 P. 173 (California Supreme Court, 1903)
Ashton v. Zeila Mining Co.
66 P. 494 (California Supreme Court, 1901)
Ashton v. Heydenfeldt
59 P. 759 (California Supreme Court, 1900)
In re the Estate of Heydenfeldt
49 P. 713 (California Supreme Court, 1897)

Cite This Page — Counsel Stack

Bluebook (online)
39 P. 788, 106 Cal. 434, 1895 Cal. LEXIS 624, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-heydenfeldt-cal-1895.