In re the Estate of Garcelon

38 P. 414, 104 Cal. 570, 1894 Cal. LEXIS 955
CourtCalifornia Supreme Court
DecidedDecember 1, 1894
DocketNo. 15626
StatusPublished
Cited by80 cases

This text of 38 P. 414 (In re the Estate of Garcelon) 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 Garcelon, 38 P. 414, 104 Cal. 570, 1894 Cal. LEXIS 955 (Cal. 1894).

Opinion

De Haven, J.

1. Notwithstanding the genuineness and due execution of the compromise agreement, as contained in the several instruments set out in the answers, were admitted by the failure of petitioner to file an affidavit denying the same (Code Civ. Proc., sec. ■448), he still insists that the court erred in dismissing the petition without giving him an opportunity to show that such agreement was, in fact, without consideration, or that his consent thereto was obtained by fraud, or that it had been extinguished by rescission, or that performance thereof had been waived by the deceased. It is true that, by the terms of section 462 of the Code of Civil Procedure, new matter in-an answer is deemed to be controverted without any special replication, and under that section a plaintiff has the right, while not denying the genuineness and due execution of an instrument set out in an answer, to show other matters in confession or avoidance thereof. But unless he brings to the attention of the trial court his purpose to .offer such evidence, that court cannot assume that he desires [582]*582to make any such, defense, and in this case the motion of defendants for a dismissal of the petition was not opposed upon the ground that the petitioner desired to offer any proof tending, to show that the contracts and deeds set out in the answers were not freely entered into by the parties thereto, and for an adequate consideration, or that the same were superseded by any subsequent agreement, .or that Mrs. Catherine M. Garcelon had ever waived performance of the agreements therein contained. On the contrary,.the motion was opposed upon the grounds: 1. That the instruments set out in the answer contained no matter sufficient to estop the petitioner from maintaining this proceeding, or from showing tbat he has an interest in the estate of Catherine M. Garcelon; and 2. That no trial of the issues of fact tendered by the petition had been had, and that petitioner had been denied a trial of such issues by a jury. The court below, therefore, properly assumed that these were the only grounds upon which the petitioner opposed the motion, and it is too late to suggest here for the first time that he was entitled to make proof of other facts showing his right to contest the will of deceased, and which would have been sufficient to avoid the estoppel which, the trial court held, resulted from the compromise agreement.

2. The main question arising upon this appeal relates to the construction and effect of the compromise agreement set out in the answers. That agreement seems to have been prepared with great care, and there is no ambiguity in any of its provisions. By its terms the appellant and his brother waived their right, as-heirs of Dr. Merritt, to contest the will left by him, or to claim any portion of the estate bequeathed and devised by him to their aunt, other than the portion thereof which she gave and relinquished to them by that agreement; and in consideration of the property thus secured to them theyfurther agreed “that they, nor either of them, nor their respective heirs, shall or will at any time hereafter assert any right, title, or interest as heirs or [583]*583heirs at law of the said Catherine M. Garcelon to the property, real and personal, derived by her under the said last will and testament of the said Samuel Merritt and doubtless, for the purpose of making the foregoing agreement upon their part more effectual, the appellant and his brother, in the deed executed by them for the purpose of carrying out the compromise agreement, and which is to be construed as a part of such agreement, covenanted “ to and with the said Catherine M. Garcelon, her heirs, devisees, legatees, executors, administrators, and assigns,” that they would not “in any manner, or to any extent, question, dispute, or contest any disposition of the property above mentioned or referred to, or any part thereof, or of any property which may be acquired therefrom or thereby which the said Catherine M. Garcelon may have made, or may hereafter make, by either deed or by her last will and testament.”

There is not the slightest contention that the parties to this agreement were not fully competent to contract in relation to their property rights, and the agreement itself recites that it was entered into “ after full examination into the facts, and full and deliberate consideration of the premises”; and there is nothing upon its .face to suggest that the differences thereby compromised were not settled upon fair and equitable terms, nor was there any offer to prove extrinsic facts for the purpose of impeaching the agreement in this or any other respect. The questions for decision, therefore, are whether such an agreement, based upon a full and adequate consideration, and entered into with deliberation by parties in every way competent to contract, is valid, and, if valid, is the petitioner thereby estopped from maintaining this proceeding to revoke the probate of the alleged will of his aunt. The agreement, as we have seen, in addition to his promise not to contest the will of his uncle, Dr. Merritt, contains two distinct covenants upon the part of the petitioner: 1. That he would not thereafter, as an heir at law of his aunt, Mrs. Garcelon, assert any right [584]*584to tbe property derived by her under the will of his said únele; and 2. That he would never in any manner question or dispute any disposition which she might make of that property by deed or will. The first of these covenants is, in substance and effect, an agreement upon the part of the petitioner to relinquish as heir presumptive his expectancy in that portion of the estate of his aunt to which the agreement related. It is claimed by the petitioner that such an agreement is void under sections 700 and 1045 of the Civil Code of this state, the first of which provides that “a mere possibility, such as the expectancy of an heir apparent, is not to be deemed an interest of any kind,” and the latter section declaring that a mere possibility, not coupled with an interest, cannot be transferred.”

These sections simply state the well-settled and well-understood rule of the common law upon the subject to which they relate. At common law a mere possibility, such as the expectancy of an heir, was not regarded as such an existing interest as to be the subject of a sale or capable of passing by assignment; but in equity the rule was different, and agreements for the sale or release of expectancies, if fairly made and for an adequate consideration, were enforced upon the death of the ancestor; and, in our opinion, it was not the intention of the legislature, in enacting the sections of the code just referred to, to make any change in the rule by which courts of equity were theretofore governed in dealing with this class of contracts. This construction of these sections is in harmony with section 5 of the same code, which declares that the provisions of that code, “ so far as they are substantially the same as existing statutes or the common law, must be construed as continuations thereof, and not as new enactments”; and also follows the presumption that the legislature, in the enactment of statutes, does not intend to overturn long-established principles of law unless such intention is made to clearly appear either by express declaration or by necessary implication.

[585]*585Mr. Story, in section 1040 c,

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

Related

Brisbane Lodging, L.P. v. Webcor Builders, Inc.
216 Cal. App. 4th 1249 (California Court of Appeal, 2013)
Sims v. Sims
930 P.2d 153 (New Mexico Supreme Court, 1996)
Ware v. Crowell
465 S.E.2d 809 (Supreme Court of Virginia, 1996)
Bank of California v. Connolly
36 Cal. App. 3d 350 (California Court of Appeal, 1973)
Hunt v. Smyth
25 Cal. App. 3d 807 (California Court of Appeal, 1972)
Estate of Collins
268 Cal. App. 2d 86 (California Court of Appeal, 1968)
Grimm v. Grimm
157 P.2d 841 (California Supreme Court, 1945)
Strong v. Strong
140 P.2d 386 (California Supreme Court, 1943)
Holley v. Mucher
165 S.W.2d 1015 (Court of Appeals of Texas, 1942)
Jenkins v. Huntsinger
125 P.2d 327 (New Mexico Supreme Court, 1942)
Estate of McNutt
98 P.2d 253 (California Court of Appeal, 1940)
Union Sugar Co. v. Hollister Estate Co.
47 P.2d 273 (California Supreme Court, 1935)
Henrich v. Newell
240 N.W. 327 (South Dakota Supreme Court, 1932)
Latty v. Commissioner
23 B.T.A. 1250 (Board of Tax Appeals, 1931)
Gannon v. Graham
231 N.W. 675 (Supreme Court of Iowa, 1930)
In Re Estate of James H. Chambers
18 S.W.2d 30 (Supreme Court of Missouri, 1929)
Benner v. Lunt
136 A. 814 (Supreme Judicial Court of Maine, 1927)
In Re the Probate of the Will of Cook
154 N.E. 823 (New York Court of Appeals, 1926)
Mayfield v. Eubank
278 S.W. 243 (Court of Appeals of Texas, 1925)
Rice v. McCarthy
239 P. 56 (California Court of Appeal, 1925)

Cite This Page — Counsel Stack

Bluebook (online)
38 P. 414, 104 Cal. 570, 1894 Cal. LEXIS 955, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-garcelon-cal-1894.