In Re Estate of Kelleher

272 P. 1060, 205 Cal. 757, 1928 Cal. LEXIS 605
CourtCalifornia Supreme Court
DecidedDecember 20, 1928
DocketDocket No. S.F. 12846.
StatusPublished
Cited by22 cases

This text of 272 P. 1060 (In Re Estate of Kelleher) 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 Kelleher, 272 P. 1060, 205 Cal. 757, 1928 Cal. LEXIS 605 (Cal. 1928).

Opinion

LANGDON, J.

This is an appeal from an order granting, in part, the petition of Richard T. Pomeroy, individually and as executor of the will of Mathew Kelleher, ■ deceased, for partial distribution of said estate. Said petition was opposed by certain persons claiming to be the next of kin and heirs at law of said decedent.

*759 All parties, the petitioner and the various persons who opposed his petition, have appealed from said order. They have stipulated that their appeals may be consolidated and heard upon one record.

The main controversy centers about the construction to be placed upon the following residuary clause of the will of deceased: “I appoint as my executors Richard T. Pomeroy Millstreet Co Cork and William Reardon Mill-street Co Cork and I give them in equal shares the residue of my property for the carrying out of the foregoing bequests.”

William Reardon, one of the executors named, predeceased the testator. Richard T. Pomeroy, the other executor named, came to San Francisco from Ireland to have the will admitted to probate and to procure his appointment as executor thereof. The will was admitted to probate and Mr. Pomeroy was appointed executor and qualified as. such on September 26, 1921.

¡ By the aforesaid decree of partial distribution, the probate court construed the above-quoted residuary clause to mean that decedent gave the residue of his property to the named executors as a recompense for their services in acting as executors. This construction was in accord with the contention of petitioner Pomeroy. The next of kin have appealed from this part of the decree, their contention being that decedent intended by said clause to give the residue of his property to his executors in trust to pay legacies, debts and expenses of administration.

In its construction of the residuary clause we are in accord with the trial court. We think that when the will, as a whole, is considered, it is clear that the phrase, “for the carrying out of the foregoing bequests,” means as a remuneration for carrying out the directions contained in the other portions of the will. The testator did not give the entire estate to the executors “for carrying out the foregoing bequests,” but he gave them only the residue after provision had been made out of his property for certain specific legacies, monuments, etc. The contention of the heirs implies that the will made a double provision for the payments of the legacies and other expenses directed to be incurred by the executors—one in the specific clauses per *760 taining to these matters and the other in the residuary clause.

By its decree, the probate court also held that, by reason of the death, prior to the death of decedent, of the named executor William Reardon, decedent died intestate as to an undivided one-half of the residue of his estate; that decedent’s next of kin were entitled to take such intestate half, and that petitioner Pomeroy was entitled to take the remaining half as compensation for his services as executor.

In so holding, the probate court accepted the contention of the next of kin. Petitioner Pomeroy has appealed from this part of the decree, his contention being that the residuary bequest was a gift to a class—to two persons jointly, as compensation for their services in performing the duties of an office which was necessarily joint; that he is the survivor of that class and alone has performed the duties and, therefore, is entitled to the entire residue. In this holding we are also in accord with the ruling of the probate court. The question involved seems to be governed by the rule announced in Estate of Murphy, 157 Cal. 63 [137 Am. St. Rep. 110, 106 Pac. 230], In that case the court construed the following residuary clause in a will: “All the rest of my property . . . shall go to and be equally divided among the four children of my late sister . . . that is to say: I give, devise and bequeath all the rest of my . . . property . . . share and share alike to Timothy J. Flynn, William D. Flynn, Mary Jane Logan and Kate I. Prendergast.” In that case, as in the instant case, the residue was to persons in a designated class, but the persons were specifically named. The court there said: “As to a gift to a class the rule is stated as follows: ‘In legal contemplation a gift to a class is a gift of an aggregate sum to a body of persons uncertain in number at the time of the gift, to be ascertained at a future time, who are all to take in equal or some other definite proportions, the share of each being dependent for its amount upon the ultimate number.’ ”

“Tested under this rule, there is nothing in the devise which would indicate that the intention of the testator was that the devisees should take as a class, or in any other way than as individuals, and under our code provisions *761 as tenants in common. There is nothing on the face of the devise indicating any uncertainty in the number of persons who were to take the property, or that they were to be ascertained at a future time, or that the share of the residuary estate which the devisees were ultimatly to have was to be determined as to the amount by the number of those who would survive the testator. All the persons who are to take were specifically named and the share of each was designated. ... It is true that the testator uses language in the clause of his will which would, if it stood alone, amount to a devise to a class. This would be the result if the devise had been to ‘the four children of my late sister Catherine’ without further words. But here the terms of the bequest—the designation of the number of children, followed by a repeated and express devise to them by name and in an equal share—cannot be ignored so as to make the other words in the will constitute a class.”

The probate court further held, by its decree, that all debts of decedent and all expenses of administration of his estate should be charged against the intestate half of the residue, giving to the executor his one-half undiminished by any debts or expenses. The next of kin have appealed from this part of the decree.

While the rule would seem to be otherwise in many jurisdictions, in California, because of certain statutory provisions, it has been held, in Estate of Hall, 183 Cal. 61 [190 Pac. 364], that it is not necessary to deduct the charges against the estate before the residue is ascertainable, and that portions of the residue undisposed of by the will must be used for the payment of charges before resort may be had to the residuary legacies effectually devised or bequeathed.

It is also contended by the next of kin that certain lapsed legacies do not fall into the residue of the estate in this case, contrary to the usual rule, because of the peculiar language of the will. It is argued that because the testator listed in his will everything he then owned, that his act in listing his assets indicates he had a specific fund in mind which he intended for his residuary legatees, and consequently such fund could not be augmented by lapsed legacies. We cannot agree with this contention. The rule is stated in the Estate of Upham, 127 Cal. 90 [59 *762 Pac.

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Bluebook (online)
272 P. 1060, 205 Cal. 757, 1928 Cal. LEXIS 605, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-kelleher-cal-1928.