In Re Estate of Tooley

149 P. 574, 170 Cal. 164, 1915 Cal. LEXIS 380
CourtCalifornia Supreme Court
DecidedMay 12, 1915
DocketSac. No. 2280.
StatusPublished
Cited by39 cases

This text of 149 P. 574 (In Re Estate of Tooley) 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 Tooley, 149 P. 574, 170 Cal. 164, 1915 Cal. LEXIS 380 (Cal. 1915).

Opinions

SHAW, J.

The transcript presents an appeal by the brother and sisters of the decedent from a decree of the superior court making distribution of her estate. The sole question presented is the construction of the last will of the decedent.

The will reads as follows:

“I give all my property at my death to my daughter Logan Mattie Tooley.
“If at her death she has neither husband or children I desire any property that may be left divided equally among my sisters and brother.
“Martha L. Tooley.”

The daughter, Logan Mattie Tooley, survived her mother, the testatrix, but died before the petition for distribution was filed. She also left a will by which she gave all her property to Leonard Lenus Klemmer subject to a small annuity. She was unmarried at the time of her death and had no children. Letters of administration with the will annexed were granted upon her estate. In the petition for distribution of the mother’s estate the executor asked that distribution thereof *166 be made to the brother and sisters of Martha L. Tooley. The administratrix of the daughter’s estate filed an opposition to this petition and asked that distribution be made to said administratrix for the benefit of the estate of said Logan Mattie Tooley. The court denied the petition for distribution and sustained the opposition thereto. Distribution was made accordingly to the administratrix of the estate of the daughter for the benefit of said estate.

The contention of the respondents is that the first paragraph of the will vests the estate in the property of the mother absolutely in the daughter, Logan Mattie Tooley, and that the second paragraph is ineffectual to change this disposition. They rely upon the rule set forth in section 1322 of the Civil Code. It is as follows:

“A clear and distinct devise or bequest cannot be affected by any reasons assigned therefor, or by any other words not equally clear and distinct, or by inference or argument from other parts of the will, or by an inaccurate recital of or reference to its contents in another part of the will.”

The argument is that the words of the second paragraph of the will are not as clear and distinct as those of the first paragraph, and, consequently, that they cannot affect the clear and distinct devise and bequest contained in the first paragraph. The basis of this argument is that the word “desire” in the second paragraph is not to be taken as a positive disposition of the property but only as an expression of a wish or preference directed to the devisee Logan Mattie Tooley. We are of the opinion that this position is untenable. The words of a will are to be taken in their ordinary and grammatical sense unless a clear intention to use them in another sense can be collected. The second clause of the will, if taken alone, would constitute a clear disposition of the remainder at the death of the testatrix to her brother and sisters. The rule is practically universal that words in a will indicating the wish of the testator regarding the disposition to be made of her property by the law at her death are to be taken as a dispositive provision. The correct rule- is clearly stated in Board etc. v. Culp, 151 Pa. St. 467, 470, [25 Atl. 118], as follows:

“Where, however, words of recommendation, request and the like are used in direct reference to the estate, they are prima facie testamentary and imperative, and not precatory. *167 Should the testator say merely ‘I desire A. B. to have one thousand dollars/ it would be as effectual a legacy as if he were expressly to direct or will it, or were to add 'out of my estate, ’ or that it should be paid by his executor. The reason is obvious. A will, in its nature, is the disposition which the testator desires to have made of his estate after his death. All the expressions indicative of his wish or will are commands. It is different when, having made a disposition, he expresses a desire that the legatee or devisee should make a certain use of his bounty.” In Estate of Marti, 132 Cal. 671, [61 Pac. 965], the court, upon this subject, said: “While the desire of the testator for the disposition of his estate will be construed as a command when addressed to his executor, it will not, when addressed to his legatee, be construed as a limitation upon the estate or interest which he has given in absolute terms.” In the Tooley will the words of the second clause are, in the sense here referred to, “addressed to the executor,” and are mandatory.

The respondents here deny that there is either a precatory trust or disposition of the remainder. The Marti case establishes beyond question that there is here no trust. The result would be that the second clause would be wholly ineffectual, which is contrary to the rule of section 1325 (Civ. Code) that a will is to be so interpreted as to give some effect to every clause, rather than so as to render any expression inoperative.

The proposition that words expressing desire or wish, when directed to the estate, and not to some devisee with respect to the property received by such devisee, are to be deemed as dispositive expressions evincing the will of the testator with respect to the property, is thoroughly well established. In Estate of Wood, 36 Cal. 80, the will began as follows: “I wish five thousand dollars to go to John C. Cole, in the event of my dying intestate. ’ ’ Notwithstanding the use of the word “intestate,” the court held that this constituted a will, saying : “It clearly fills the definition of a will given by approved writers on that branch of the law, viz.: ‘ The declaration of a man’s mind as to the manner in which he would have his property or estate disposed of after death. ’ ” To hold otherwise, the court remarked, would be to assert that he went through the solemn form of executing such an instrument for no purpose whatever. The following eases declare that the word “desire,” or other similar expression, when used to *168 declare the disposition to be made of property at the death of the testator and not as a request or prayer directed to a devisee or legatee concerning such devise or legacy, is a dis-positive command, testamentary in character and not precatory, but a positive direction binding upon the court in the distribution of the estate: Barney v. Hayes, 11 Mont. 571, [28 Am. St. Rep. 495, 29 Pac. 282] ; McMurry v. Stanley, 69 Tex. 231, [6 S. W. 412]; Stewart v. Stewart, 61 N. J. Eq. 28, [47 Atl. 633]; Weber v. Bryant, 161 Mass. 403, [37 N. E. 203]; Appeal of Philadelphia, 112 Pa. 474, [4 Atl. 4] ; Meehan v. Brennen, 16 App. Div. 395, [45 N. Y. Supp. 58] ; Taylor v. Martin (Pa.), 8 Atl. 922; Oyster v. Knull, 137 Pa. 448, [21 Am. St. Rep. 890, 20 Atl. 622] ; Brasher v. Marsh. 15 Ohio St. 111; Wood v. Camden etc. Co., 44 N. J. Eq. 460, [14 Atl. 885]; Phillips v. Phillips,

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

Related

Mashler v. Mashler
442 P.3d 805 (Court of Appeals of Arizona, 2018)
Estate of McShane CA2/5
California Court of Appeal, 2015
Saunders v. Callaway
708 P.2d 652 (Court of Appeals of Washington, 1985)
Estate of Beauchamp
256 Cal. App. 2d 563 (California Court of Appeal, 1967)
Venturini v. Venturini
256 Cal. App. 2d 563 (California Court of Appeal, 1967)
Estate of Smith
196 Cal. App. 2d 544 (California Court of Appeal, 1961)
Eldred v. Bank of America National Trust & Savings Ass'n
190 Cal. App. 2d 582 (California Court of Appeal, 1961)
Security-First Natlional Bank v. United States
181 F. Supp. 911 (S.D. California, 1960)
Estate of Plumer
324 P.2d 346 (California Court of Appeal, 1958)
Hill v. Thomas
288 P.2d 157 (California Court of Appeal, 1955)
Ireland v. Pacific Home
282 P.2d 141 (California Court of Appeal, 1955)
Estate of Foley
273 P.2d 26 (California Court of Appeal, 1954)
Foley v. L'Amoreaux
273 P.2d 26 (California Court of Appeal, 1954)
King v. Hawley
248 P.2d 491 (California Court of Appeal, 1952)
Perdue v. Morris
114 N.E.2d 286 (Ohio Court of Appeals, 1952)
Salmonski v. Bardzinski
238 P.2d 966 (California Supreme Court, 1951)
Estate of Monticelli
236 P.2d 661 (California Court of Appeal, 1951)
Collias v. Collias
233 P.2d 554 (California Supreme Court, 1951)
Estate of Fritz
227 P.2d 539 (California Court of Appeal, 1951)
Estate of Miles
164 P.2d 546 (California Court of Appeal, 1945)

Cite This Page — Counsel Stack

Bluebook (online)
149 P. 574, 170 Cal. 164, 1915 Cal. LEXIS 380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-tooley-cal-1915.