In re Estate of Woodworth

31 Cal. 595
CourtCalifornia Supreme Court
DecidedJuly 1, 1867
StatusPublished
Cited by42 cases

This text of 31 Cal. 595 (In re Estate of Woodworth) 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 Woodworth, 31 Cal. 595 (Cal. 1867).

Opinions

By the Court, Sawyer, J.:

In 1855 Frederick A. Woodworth made his will, by which he left “ all ” his “ personal property,” and “ one half of all the real estate of which ” he might “ die possessed,” to his brother, Selim E. Woodworth, and appointed him sole executor. The remaining half of the real estate, he left to his mother, sisters and others—the appellants in this proceeding. No reference to, or provision for, debts is made in the will. Long after making the will, in 1864, said F. A. Woodworth mortgaged portions of his real estate to the “ Savings and Loan Society” to secure the sum of something over thirty thousand dollars and accruing interest, and soon after died, leaving the same incumbered by said mortgage. His personal estate, at the time of his decease, was more than sufficient to pay all his debts, including said mortgage. The said Selim E. Woodworth qualified as executor, took possession of the estate and collected rents of the real estate accruing subsequent to the testator’s decease, to the amount of over fifty thousand dollars. A large portion of the rents of the real estate thus collected were applied in payment of the debt secured by said mortgage. The executor, in his accounts, charged himself with the rents collected and credited himself with the amount paid in satisfaction of the mortgage and other debts, and claimed to have his accounts allowed, and finally settled, on that basis. The other devisees filed exceptions to the account, alleging, as a ground of objection, that the personal estate ought to have been applied to the extinguishment of the mortgage and other debts in exoneration of the real estate—at all events, that the rents of the real estate should not be applied in exoneration of the personalty. The Probate Court held that the rents were properly applied to the payment of the mortgage, and the correctness of this ruling is the only question presented by the record on appeal.

Under the common law, where no different order is prescribed or indicated in the will, as between executors, devisees and heirs, the assets of the deceased, for the purpose of paying [600]*600the debts of the estate, will be marshalled, and the debts paid out of them, in the following order: Firstly—The general personal estate—that is to say, personal estate not specifically bequeathed, or expressly, or by implication excepted. Secondly—Lands expressly devised for the payment of debts. Thirdly—Lands descended to the heir; and fourthly—Lands devised. (Redf. on Wills, Part I, p. 868 et seq. and notes; 2 Jar. on Wills, 554; 4 Kent’s Com. 421.) And it is also the settled rule of English and American law, that this order is not to be disturbed by the fact that lands are devised subject to the mortgage or incumbrance thereon. The personal estate is first to -be applied and exhausted, even for the payment of the debts charged upon the real estate by mortgage, or other incumbrance, if the debt so charged upon it was a personal debt of the testator; for the mortgage, is regarded as' merely a collateral security for the personal obligation. And when the testator devises lands expressly subject to a mortgage, he is considered as using the terms merely as descriptive of the incumbered condition of the property, and not for the purpose of subjecting his devisees to the burden. (2 Jar. on Wills, 553-4; 2 Will, on Ex. 1,461-2, 1,443 and note O; 4 Kent Com. 420-1.) It requires express words, or an intent clearly manifest upon an examination of the entire will,, to disturb this order. There must be a manifest intent, not merely to charge the real estate, hut to discharge the personalty. (4 Kent, 421; Ancaster v. Mayer, 1 Bro. Ch. C., 462; Stephenson v. Heathcote, 1 Eden, 43; Bootle v. Blundell, 1 Mer. 230; Lord Inchiquin v. O'Brien, 1 Wills. 88; Tait v. Lord Northwicke, 4 Ves. Jr. 823.) As to what provisions in the will shall be regarded as indicating an intent to discharge the personalty, or a specific portion of personal property, or a contrary intention, there is a multitude of cases in which the question is discussed. The distinctions taken are numerous, and in many cases, it must be confessed, exceedingly “ attenuated.” We have examined a large number of authorities, but shall cite but few; for, so far as this case is concerned, it will be unnecessary to consider the many nice distinctions taken.

[601]*601A specific legacy is considered as- taken out of the general personal estate and exonerated from the payment of the debts. The making of a specific bequest is regarded as indicating an intention to discharge the article or particular portion of personal property specifically bequeathed from the debts of the testator. What is a specific bequest, within the meaning of the rule ?

Mr. Roper, the learned author of the standard work on Legacies, says a specific legacy may be defined: “ The bequest of a particular thing, or money, specified and distinguished from all others of the same kind, as of a horse, a piece of plate, money in a purse, stock in a public fund, a security for money, which would immediately vest with the assent of the executor.” (1 Roper on Legacies, 191.) He then illustrates his definition by an examination of, and reference to, a multitude of authorities bearing upon the question. Substantially the same definition is given in Ram on Assets, 467 : “ A specific legacy, as its term imports, is a bequest of a particular article or articles capable of being designated and identified.” (Bradford v. Haynes, 30 Me. 108; Pierce v. Snaplin, Atk. 508.) Mr. Williams says: “ The bequest of all a man’s personal estate generally is not specific; the very terms of such a disposition demonstrate its generality. And the circumstances of the bequest of the general personal estate being in the same sentence with that of the real, the devise of which is naturally specific, will not be sufficient to make it a specific legacy.” (2 Williams on Executors, 1,006; Redfield on Wills, Part II, 475; Ib. 457.) In Parrott v. Worsfold, 1 Jacob & Walk. 595, where a testator stated that he had fifteen hundred pounds five per cents, and gave it to A., and then gave to B. all other stocks that he might be possessed of at his death, the latter bequest was held not to be specific, and liable in exoneration of the former. The Master of the Rolls said: “ Now the words are in their nature general, comprehending not only the stock he had at the time of making his will, but all that he might subsequently acquire; if he had sold out and bought [602]*602more, that would have been included. But has it ever been decided that such words would constitute a specific legacy ? The ordinary criterion of a specific bequest is that it is liable * to ademption; that if the thing bequeathed is once gone, it is lost to the legatee. That criterion fails here, for it would equally pass stock acquired afterwards. Can it be said that a will made now can contain a specific bequest of what may be bought hereafter—of what does not now exist? In a certain sense it may be said that legacies of this kind are specific; as, a legacy of all the testator’s cattle, or all his personal property at his death; but it is not specific unless you can fix on the individual thing given. But here it is general; the testator did not mean it to be confined to the stock he had at the time; he meant this daughter to be more largely provided for.” (601.) In the case of Walker's Estate,

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Bluebook (online)
31 Cal. 595, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-woodworth-cal-1867.