In Re the Estate of Cowell

139 P. 82, 167 Cal. 222, 1914 Cal. LEXIS 446
CourtCalifornia Supreme Court
DecidedFebruary 7, 1914
DocketS.F. No. 6635.
StatusPublished
Cited by5 cases

This text of 139 P. 82 (In Re the Estate of Cowell) 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 the Estate of Cowell, 139 P. 82, 167 Cal. 222, 1914 Cal. LEXIS 446 (Cal. 1914).

Opinion

ANGELLOTTI, J.

This is an. appeal by the residuary legatees under the last will of Ernest V. Cowell, deceased, from a decree of partial distribution made in the matter of his estate. The will of deceased, which was holographic and apparently one prepared by a layman, contained the following provisions:

“Fifth: To all employees of the Henry Cowell Lime and Cement Co. now working for said firm at Santa' Cruz and who have been in'said employ for twenty years the sum of one thousand dollars each and to all who have worked over ten years the sum of five hundred dollars each.
“Sixth: To all employees in the S. F. of said firm who have worked three years the sum of one thousand dollars and who have worked two years the sum of five hundred dollars each. In all cases these dates are of January first, nineteen hundred and eleven.”

The distributees are claimants under the provision numbered “Fifth,” some claiming and being awarded one thousand dollars on the theory of twenty years’ employment, and the others claiming and being awarded five hundred dollars on the theory of ten years’ employment.

While the will was dated January 9, 1911, and the deceased did not die until March 18,1911, it appears to be conceded by respective counsel that the statement in the sixth provision that “in all cases these dates are of January first, nineteen hundred and eleven” was intended by the testator to be applicable to the fifth provision. We are of the opinion that this is correct. It follows, of course, that to entitle an employee to one thousand dollars thereunder, he must have been in the employ of the Cowell Company for at least twenty years on January 1, 1911, and that to entitle an employee to five hundred dollars thereunder, he must have been in such employ for at least ten years on January 1, 1911. We are of the *224 opinion also that the benefits conferred by the fifth provision must be held to have been intended to be limited to such employees as were working for the company on January 1, 1911. Ordinarily a will is held to speak as of the date of the death of the testator, but the language used may require a different construction, as is the situation here, in view of the express provision that “in all cases these dates are of January first, nineteen hundred and eleven." It is clear that the express limitation in the fifth provision to “employees . . . now working” is applicable to the; second class of beneficiaries named therein, viz.: those who had worked over ten years and who were given five hundred dollars. There is no warrant, in view of the language of the will, for limiting the application of this to those who had been in the employ of the company for twenty years or over. We are- of the opinion that the fifth provision may not fairly be construed as being applicable only to those who had been continuously employed for twenty and ten years respectively. The apparent desire of the testator, as we read the provisions of the will, was to give something to all persons who were employees of the company on January 1, 1911, and who on that day had been in the employ of the company for over ten years, regardless of whether or not the employment had been continuous. No language is used which indicates the idea on the part of the testator of continuous employment. As to the twenty-year men, the provision is substantially in favor of any employee now working for the company, who had been in the employ of the company for twenty years. One who had been in such employ for a period of ten years, then out of employment for five years, and again in the employ of the company for a period of ten years to and including January 1, T911, appears to us to be included by this provision. As to the ten-year men, the provision substantially is in favor of any employee now working for the company who has worked for the company over ten years, which even more plainly indicates the idea that continuous employment was not intended. We read the provision of the will here involved substantially as follows: To all persons who, on January 1,1911, were employees of the Henry Cowell Lime and Cement Company, then working for said company at Santa Cruz, and who on that day had been in such employ for twenty years or more, taking all their periods *225 of employment into consideration, one thousand dollars; and to all persons who on January 1, 1911, were such employees, and who on that date had been in such employ for over ten years, taking all their periods of employment into consideration, five hundred dollars.

This being, in our opinion, the proper construction of the provision, we will take up separately the cases of the several distributees.

1. As to the distributee Bernardo Bicco, it is conceded in appellants’ brief that the decree should be affirmed. In respondents’ brief it is stated that said Bicco has received his legacy since appellants’ brief was filed.

2. As to distributee Manuel S. Caldera, to whom was distributed one thousand dollars: It is not claimed .that he was not in the designated employ for more than twenty years in the aggregate prior to January 1, 1911, or that he was not in such employ on the last named date. The only objection to the award to him is that there was no continuous employment for a period of twenty years to and including January 1, 1911. In view of what we have said, this objection cannot be held to preclude his taking under the will, and as to him the decree must be affirmed.

3. As to distributee Frank Caldera, to whom was distributed one thousand dollars: We are of the opinion that the evidence cannot fairly be held to be sufficient to support the conclusion of the trial court that Caldera was in the employ of the company on January 1, 1911, or to warrant a conclusion that he worked for said company at any time in 1911 prior to September or October of that year. It is true that he testified that he was working for the company on January 1, 1911, but in the same connection and on direct examination in his own behalf, he testified on August 5, 1912, that he “quit” working there when they shut down the upper kiln “a couple of years ago,” and that he had “quit” “three or four months before” E. V. Cowell died, which was on March 18, 1911. On cross-examination, he testified that he did not work in 1911 at all before commencing work about three months before Christmas, and that he did not work at all for the company in the year 1910. A. S. Johnson, who was the general manager of the company for the Santa Cruz territory, and who had charge of the books and time of the men, testified positively *226 that Caldera did not work for the company at any time in the year 1910, or in the year 1911, until the month of September or October. We are of the opinion that under the circumstances, there was no substantial evidence to the effect that Caldera was working for the company on January 1,1911, and that his own testimony was not sufficient to create a substantial conflict. As to this distributee, the decree must be reversed.

4.

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Cite This Page — Counsel Stack

Bluebook (online)
139 P. 82, 167 Cal. 222, 1914 Cal. LEXIS 446, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-cowell-cal-1914.