In re Estate of Smith

40 P. 1037, 108 Cal. 115, 1895 Cal. LEXIS 830
CourtCalifornia Supreme Court
DecidedJuly 12, 1895
DocketNo. 15754
StatusPublished
Cited by39 cases

This text of 40 P. 1037 (In re Estate of Smith) 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 Smith, 40 P. 1037, 108 Cal. 115, 1895 Cal. LEXIS 830 (Cal. 1895).

Opinion

Henshaw, J.

Appeals by the administrator with the will annexed, and by the widow, from the order settling the administrator’s final account, and from the decree of distribution.

Robert Smith died in April, 1891, and by his last will bequeathed one dollar to each of his four grandchildren, and the residue of his personal property among certain of his children; to his son William R., four-tenths thereof; to his son John A., three-tenths thereof; to his daughter, Jessie, three-tenths thereof.

Said will provided as follows:

“ Thirdly, I give and bequeath to my daughter, Mrs. Mary Cardiff, now of San Benito county, California, a life estate in my home ranch, in San Benito county, California, the same being described as follows, to wit: Being the southwest quarter of section 6, tp. 15 S., range 7 E., M. D. M., also all livestock, farming utensils, household furniture, and in fact all personal property that may be on said ranch, excepting money on hand, securities, and other evidences of money due me, to have and hold and use during her natural life as her own, and at her death to pass in fee to her sons, Robert Cardiff and Geo. H. Cardiff, and to their heirs in fee [118]*118simple. But in the event I survive my said daughter Mary Cardiff, then at my death said property to pass directly to her said sons, Robert and George Cardiff. This bequest, however, is not to take effect during the. lifetime of my wife, Mary Smith, who is now residing with me on the above-described property; and, in the event she survives me, she is to have full and free use and absolute control of said real property and personal herein referred to, and after her death to pass as above provided. This is made with full knowledge of property rights of husband and wife, and with the knowledge and consent of my said wife.”

The sons John A. and William R. were named as executors; both qualified, and both, after service, died before settlement of their accounts.

In July, 1893, the Robert Cardiff above named was appointed administrator with the will annexed, and in December of the same year filed, with his final account, a petition praying for its settlement and the distribution of the estate.

In January next the widow of the testator filed her written claim and notice that all of the property of her husband was community property, and that she claimed one-half thereof as being beyond his power of testamentary disposition.

Thereupon the widow of the son John A., as executrix of her husband’s estate and as one of his heirs, filed her written objections to the account and to the claim of Mary Smith, alleging that Mary Smith had previously elected to take under the will.

The court found that all of the property of the estate was community property; that Mary Cardiff had died since the death of testator,, leaving her two sons above named her sole heirs; “ that since the death of said Robert Smith said Mary Smith, his widow, conveyed all her interest in said property mentioned in said will as vesting a life estate therein upon said widow, to said Robert and George Cardiff”; and finally, “that said Mary Smith, said widow of Robert Smith, after the [119]*119death of her said husband and prior to January, 1894, said to her grandson, Robert Cardiff, ‘that she wished the will to stand.’ She has remained in possession of said real property and said personal property upon and about said real property, being the property described in the will as bequeathed to her a life estate, until, in the year 1893, when she conveyed all her interest therein as hereinbefore stated.”

As a conclusion of law, separately stated, the court held: “From the foregoing facts the court concludes that said Mary Smith, widow of said Robert Smith, deceased, had elected to take under the said will, and is not entitled to a share of the moneys, securities, or notes referred to in said will.”

The will of Robert Smith was one whose terms forced an election upon the widow. While courts will presume that a testator meant to deal with that property only over which he had power of testamentary disposition, this presumption cannot prevail against the unequivocal intention expressed in the will. That intention, when it can be deduced from the instrument, governs its construction. (Morrison v. Bowman, 29 Cal. 347.) Of two permissible constructions, that which favors the conclusion that the testator was disposing only of his own moiety of the community property will be adopted. This is the scope of the doctrine in the cases of Silvey’s Estate, 42 Cal. 210; In re Gwin, 77 Cal. 313; In re Gilmore, 81 Cal. 240. Here, however, the testator undertakes in terms to dispose of all the property of the community. Any attempt to give effect to the clear provisions of the instrument would work an invasion of the widow’s rights as the surviving member of the community. And this is done, so the instrument declares, with full knowledge of those rights, and with the knowledge and consent of the wife. The declaration that the disposition is made with the knowledge and consent of the wife does not, of course, bind her; but it aids in showing the intent of the testator, which intent, read into the terms of the will, was sufficient to put the [120]*120widow to her election. (Etcheborne v. Auzerais, 45 Cal. 121; Stewart’s Estate, 74 Cal. 103.)

That election, declared upon distribution, was good and sufficient, unless, by her former acts in dealing with the property, she was estopped from making it. The previous election, which John’s widow pleaded had been made by her mother in law, is therefore to be tested by the rules of estoppel. (Bigelow on Estoppel, 562.) The court in probate seems to have so viewed the matter, since it found the acts of the widow and concluded from them that she had elected to take under the will. The result reached was properly placed among the conclusions of law, and will not be disturbed. (Hayne’s New Trial and Appeal, sec. 242; Savings & Loan Soc. v. Burnett, 106 Cal. 514.) But in this case it matters little whether it.be treated as a conclusion or a finding. For, if regarded as a finding, it is declared by the court to be drawn from the facts previously stated; and, if. they do not support it, under the rule in People v. Reed, 81 Cal. 70, 15 Am. St. Rep. 22, it must fall.

Before the widow can be denied her right to elect upon distribution it must be found that, with the knowledge of her rights by unequivocal acts evincing her intent, she has so dealt with the property left her by the will that it would be inequitable to permit her to avoid these acts and disclaim her intent. Professor Pomeroy, in language adopted by this court in Burroughs v. De Couts, 70 Cal. 371, thus enunciates the principle:

“To raise an inference of election from the party’s conduct merely it must appear that he knew of his right to elect, and not merely of the instrument giving such right, and that he had full knowledge of all the facts concerning the properties.
“As an election is necessarily a definite choice by the party to take one of the properties and to reject the other, his conduct, in order that an election may be inferred, must evince an intention to elect, and must show such an intention.
[121]*121The intention, however, may be inferred from a series of unequivocal acts ....

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Bluebook (online)
40 P. 1037, 108 Cal. 115, 1895 Cal. LEXIS 830, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-smith-cal-1895.