In Re the Estate of Levy

1 P.2d 906, 164 Wash. 99, 1931 Wash. LEXIS 1052
CourtWashington Supreme Court
DecidedAugust 12, 1931
DocketNo. 23176. Department One.
StatusPublished

This text of 1 P.2d 906 (In Re the Estate of Levy) is published on Counsel Stack Legal Research, covering Washington 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 Levy, 1 P.2d 906, 164 Wash. 99, 1931 Wash. LEXIS 1052 (Wash. 1931).

Opinion

Parker, J.

Joseph Levy filed in the probate proceedings of the estate of his deceased wife, Johanna Levy, pending in the superior court for King county, his petition praying that all of the inventoried funds of her estate, consisting of approximately twenty-six thousand dollars, excepting the sum of two thousand five hundred dollars, be decreed to be his separate property and not subject to administration as part of her estate. The court issued a show cause order directed to the executor named in Mrs. Levy’s will, and to the, legatees therein named other than Mr. Levy. All of. these parties submitted themselves to the jur *100 isdiction of the court and resisted Mr. Levy’s petition upon the merits.

The issue so made is simply as to whether the portion of the inventoried funds in the hands of the executor claimed by Mr. Levy is his separate property or a part of Mrs. Levy’s estate and subject to administration as such. Upon this issue, the matter proceeded to trial in the superior court upon the merits by the introduction of evidence and argument of counsel in behalf of the respective parties. The court thereupon made findings of fact, and entered its final order thereon denying to Mr. Levy the relief prayed for by him, from which he has appealed to this court.

About the year 1907, Mr. Levy, having resided in Victoria, British Columbia, for many years, and there accumulated property of the value of some twenty thousand dollars, went to Alaska. Soon thereafter he there became acquainted with Johanna Brier. In 1913, he came to Seattle and soon thereafter went to Copenhagen, Denmark, taking with him some furs acquired by him in Alaska, with a view of disposing of them in Denmark. Mrs. Brier accompanied him. She had relatives in Denmark. They returned together to Seattle sometime later, and were there married on October 24, 1919.

Prior to their marriage, Mrs. Levy had acquired funds as her separate property amounting to twenty-five hundred dollars, which, at the time of the marriage, she had on deposit in a bank in Seattle. Mr. and Mrs. Levy, at all times since their marriage, kept separate bank deposit accounts, neither having any control over the funds so on deposit in the name of the other. In October, 1922, Mr. Levy turned over to Mrs. Levy five thousand dollars, which she deposited with her own funds in the Seattle bank. This became as absolutely under her control as were her separate *101 funds already so possessed by her. In February, 1926, Mrs. Levy deposited five thousand dollars additional with her own funds in the Seattle bank. The evidence suggests the probability that this was also turned over to her by Mr. Levy, though the evidence is not at all certain in that respect. However, this five thousand dollars became equally in her exclusive possession and control. Additional funds were deposited by Mrs. Levy from time to time in her bank accounts, one in Seattle and one in Denmark. The source of these additional funds is not shown.

In April, 1926, Mrs. Levy duly executed her will, reading, apart from the usual introductory and concluding clauses of such instruments, as follows:

“I devise and bequeath all of my estate, real and personal, to my executors and trustees hereinafter named, in trust for the purposes following:
“Firstly, to pay my just debts, funeral and testamentary expenses and thereafter in trust to dispose of and pay over or convey the same to the person or persons or corporations hereinafter named as follows:
“Secondly, to pay, as soon as conveniently can be done, to my beloved husband, Joseph Levy, the sum of five thousand dollars ($5,000).
“Thirdly, to invest and reinvest the remainder of my estate and out of the principal or income, to pay to, or for the care of my said husband, Joseph Levy, a monthly sum which in the judgment of my trustees is sufficient for his support and maintenance, so long as he may live.
“Fourthly, upon the death of my said husband, I hereby direct my trustee to distribute the remainder of my estate equally between the Orthopedic Hospital at Seattle, Washington, and Washington Children’s Home Society, also of Seattle, Washington.
“I nominate, constitute and appoint the Dexter Horton National Bank of Seattle, to serve without bond, executor and trustee of this, my last will, with full power and authority to sell and dispose of all my *102 estate where necessary and execute any and all documents requisite to carry out this my will.”

On October 15, 1930, Mrs. Levy died in Seattle, that being the city of their residence during the period of their marriage. She was then sixty-four years old. He was then eighty-four years old. At that time she had savings bank deposits in her own name, absolutely under her control, amounting to approximately twenty-six thousand dollars. This, apparently, was all the property she then possessed of any substantial money value. At that time, Mr. Levy had on deposit in his bank account approximately five thousand dollars. As to what additional property he then had is not shown. Mr. and Mrs. Levy did not accumulate any community property during the period of their marriage relation.

On October 21, 1930, Mr. Levy tendered to the superior court for King county Mrs. Levy’s will and petitioned that it be admitted to probate- and established as her last will and testament, alleging in his petition in part as follows :

“That Johanna Levy died in Seattle, the county of King- and state of Washington, on the 15th day of October, 1930, being at the time of her death a resident of Seattle, in the county of King, and state of Washington, and leaving estate in King county, state of Washington, consisting of her sole and separate property of the probable value of $26,000 subject to administration. ’ ’

On November 19, 1930, the executor filed an inventory of the property of the estate coming into its hands, showing it to consist of a saving deposit in the Dexter Horton National Bank amounting to $19,820.83, and cash received by the executor from her deposit in a Denmark bank amounting to $2,600. On February, 14, 1931, an additional inventory was filed by the *103 executor showing it to have received an additional snm from her deposit in the Denmark bank amounting to $3,712.44. The source of her acquiring these Denmark funds is not shown. No other property or funds has been inventoried by the executor. The record warrants the conclusion that she did not, at the time of her death, possess any other property of sufficient money value to warrant inventory or appraisement thereof.

It is contended in behalf of Mr. Levy that all of these inventoried funds, except twenty-five hundred dollars thereof, were placed by him in the hands of Mrs. Levy to hold in trust for him. It is contended in behalf of the executor and the legatees, other than Mr. Levy, that the whole of the inventoried funds was Mrs. Levy’s separate property, that in no event was more than ten thousand dollars thereof turned over to Mrs. Levy by Mr. Levy, and that whatever portion of that sum was turned over to her by him constituted an absolute gift by him to her.

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Bluebook (online)
1 P.2d 906, 164 Wash. 99, 1931 Wash. LEXIS 1052, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-levy-wash-1931.