In re Estate of Woodworth

31 Cal. 595
California Supreme Court·Decided July 1, 1867·Published·Cited by 42 cases

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] the 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] A 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 ?

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

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

31 Cal. 595 (In re Estate of Woodworth) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

California Academy of Sciences v. County of Fresno
192 Cal. App. 3d 1436 (California Court of Appeal, 1987)
Bank of America v. Brown
240 Cal. App. 2d 818 (California Court of Appeal, 1966)
Estate of Moore
286 P.2d 939 (California Court of Appeal, 1955)
McCormick v. Loveridge
286 P.2d 939 (California Court of Appeal, 1955)
Fountain v. Bank of America National Trust & Savings Ass'n
240 P.2d 414 (California Court of Appeal, 1952)
Marinos v. Marinos
102 P.2d 443 (California Court of Appeal, 1940)
Estate of Matthiessen
73 P.2d 1267 (California Court of Appeal, 1937)
In Re Preston's Estate
73 P.2d 369 (Oregon Supreme Court, 1937)
Talbot v. Guider
260 N.W. 828 (South Dakota Supreme Court, 1935)
In Re Guider's Estate
260 N.W. 828 (South Dakota Supreme Court, 1935)
Conway v. Shea
183 N.E. 717 (Massachusetts Supreme Judicial Court, 1933)
In Re Gentry's Estate
1932 OK 539 (Supreme Court of Oklahoma, 1932)
Glendower v. Read
10 P.2d 803 (California Court of Appeal, 1932)
Harrell v. Commissioner
20 B.T.A. 103 (Board of Tax Appeals, 1930)
Estate of Daly
260 P. 296 (California Supreme Court, 1927)
Baker v. Baker
150 N.E. 284 (Illinois Supreme Court, 1925)
Latus v. Nelson
221 P. 531 (Montana Supreme Court, 1923)
Mears v. Strale
228 Ill. App. 519 (Appellate Court of Illinois, 1923)
Tonningsen v. Odd Fellows' Cemetery Ass'n
213 P. 710 (California Court of Appeal, 1923)
Miller v. Oliver
202 P. 168 (California Court of Appeal, 1921)