In re Estate of Pforr

3 Coffey 458
CourtSuperior Court of California, County of San Francisco
DecidedApril 25, 1903
DocketNo. 27,214
StatusPublished

This text of 3 Coffey 458 (In re Estate of Pforr) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco 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 Pforr, 3 Coffey 458 (Cal. Super. Ct. 1903).

Opinion

COFFEY, J.

Margaretha Thomagel filed her petition on December 23,1902, alleging that John Pforr, her brother, died in San Francisco on July 17, 1902, being a resident thereof and leaving a will dated January 27, 1902, which was admitted to probate on August 20, 1902; that Anna Pforr and Max Waizman were duly appointed executrix and executor of said will and qualified as such and received letters testamentary thereon, and have continued to act thereunder ever since and are now so acting.

The will is in words and figures as follows:

“I, John Pforr, of the City and County of San Francisco, State of California, do make, publish and declare this as my [459]*459last will and testament, hereby revoking all wills and testaments by me heretofore made, and I hereby appoint my niece, Anna Pforr of this City of San Francisco, to be the executrix, and Max Waizman, also of this city of San Francisco, to be the executor of this will and testament, and I direct that no bond shall be required of them as such Executrix and Executor.
‘ ‘ a. First: I give and bequeath to my said niece, Anna Pforr, all household furniture, books and pictures which I may possess at the time of my demise.
“a. Second: I desire and direct that my executrix and executor shall take in charge all my property, real and personal (except that which I hereinbefore bequeathed to Anna Pforr), and to collect all the rent and other income from the same and to defray all expenses thereon including interest on mortgages and to renew mortgages and to execute new mortgages thereon when necessary for the maintenance of the same for a term of 2 years from the day of my demise.
“a. Third: I desire that my executrix and my executor at the expiration of two years from the day of my demise shall have the property sold at public auction or otherwise and after paying all indebtedness standing against it, to divide the net proceeds of such sale into six equal parts or divisions and to distribute the same share and share alike to my heirs and devisees as hereinafter set forth.
“b. First: I give, bequeath and devise to my niece, Anna Pforr, of this City and County of San Francisco, California, one-sixth part of my estate.
“b. Second: I give and bequeath to my sister, Fredericka Waizman, wife of Max Waizman of this City and County of .San Francisco, California, one-sixth of my estate.
“b. Third: I give and bequeath to my sister, Margaretha Thornagel, wife of George Thornagel of this city and county of San Francisco, California, one-sixth part of my estate.
“b. Fourth: I give and bequeath to my brother, Christian Pforr, of Santa Clara County, State of California, one-sixth part of my estate.
“b. Fifth: I give and bequeath to my brother, John Pforr, junior, of Half Moon Bay, San Mateo County, California, one-sixth part of my estate.
[460]*460“b. Sixth: I give and bequeath to the heirs of my deceased sister, Elizabeth Keller of the City and County of San Francisco, Sonoma County and Napa County, State of California, one-sixth part of my estate.
“JOHN PFORR.
“1. On this 27 day of January, "A. D. 1902, the above named John Pforr in our presence, signed and sealed this instrument and published and declared the same to be his last will and testament, and we, at his request and in his presence and in the presence of each other have hereunto subscribed our names as witnesses.
“CHAS. L. QUAST.
“C. E. C. SCHWARZ.”

The petition further recites that all of the legatees and devisees mentioned in said last will and testament were at the time of the execution of said last will and testament and at the time of the death of said deceased over the age of majority, and none of them were, nor was either of them, at either of said times, minors or a minor; that she is advised and believes, and therefore alleges, that the trust or disposition attempted to be created or made by said portion of said last will and testament was, and is, void in its inception, and that all of the property therein mentioned, at the death of said John Pforr, deceased, passed to and vested in his heirs at law; and that she is advised and believes, and therefore alleges, that she is entitled to have distributed to her, as a sister and heir at law of said deceased, an undivided and one-fifth part of the real estate described in the inventory on file herein, and belonging to the estate of said deceased, and she is also advised and believes, and therefore alleges, that she is entitled to have distributed to her one-fifth part of all of the personal property belonging to the estate of said deceased, now in the hands of the executrix and executor, save and except the household furniture, books and pictures mentioned in said clause or portion of said last will; that the estate of said John Pforr is not indebted in any further or greater sum than twenty-five thousand dollars ($25,000), and that the whole of said indebtedness is secured by mortgages upon said real property; and the aforesaid portion of said property may be allotted and distributed to her without loss to the creditors of said estate, or [461]*461any of them, and she is ready and willing and hereby offers to execute and deliver to the executrix and executor a bond in such sum as shall be desired by the court, with sureties to be approved by the judge thereof, payable to the executrix and executor, and conditioned for the payment, wherever requested, of her proportion of the debts due from said estate, not exceeding the value or account of the portion of said estate which may be distributed to her, or to which she may be entitled.

The executrix and executor respond to this petition in its essential averments by alleging that said estate is largely indebted, and that the encumbrances thereon and there against amount to approximately twenty per cent of the value thereof; that they consist of unsecured claims and promissory notes, and of promissory notes secured by mortgages upon the real property of said estate; that the said last will and testament of John Pforr, deceased, does not attempt to create a trust as to the'whole or any portion of the property belonging to said decedent, but that the provision for the suspension of the distribution thereof for a term of two years is valid and not repugnant to the laws of the state of California; that at the death of said John Pforr, deceased, all of his property passed to and vested in the devisees of his will in accordance with the provisions thereof; that in accordance with the provisions of said will Margaretha Thornagel, the petitioner, is entitled to a one-sixth part of all of the estate of said John Pforr, deceased, except his household furniture, books and pictures, the same to be reduced to money by a probate sale, and one-sixth part of the net proceeds distributed to her; that no part of the estate of said John Pforr can or may be distributed to petitioner without loss to the creditors of the estate.

On behalf of petitioner it is contended that the only provisions of this testament that are valid are those appointing the executrix and executor, and disposing of the books, pictures, and household furniture, thus making the deceased intestate as to the remainder of the property.

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Related

In Re Estate of Pichoir
73 P. 606 (California Supreme Court, 1903)
Estate of Fair
68 P. 306 (California Supreme Court, 1902)
Thornagel v. Pforr
77 P. 825 (California Supreme Court, 1904)
Toland v. Toland
55 P. 681 (California Supreme Court, 1898)

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Bluebook (online)
3 Coffey 458, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-pforr-calsuppctsf-1903.