In Re the Estate of Vogt

98 P. 265, 154 Cal. 508, 1908 Cal. LEXIS 357
California Supreme Court·Decided November 13, 1908·No. S.F. No. 4947.·Published·Cited by 25 cases

Opinion

SHAW, J.

This is an appeal by Theresa Vogt, widow of Frank C. Vogt, deceased, from an order making final distribution of the property of the estate of said decedent.

The sole question for decision is whether, under the terms of the will of the deceased, the widow was entitled to take the one half of the community property which devolved upon her by law, and, in addition thereto, her interest in the other moiety thereof, and in the separate property, as given to her by the will, or whether she was put to an election between the provisions of the will and of the law in respect to such property. The court below held that she was required to elect, and distributed to her only the property given to her by the will.

The testator is presumed to have known when he made his will, that by the law he had no power to dispose by will, of his wife’s interest in the community property, an interest existing only in expectancy at the time, and that, without her consent he could dispose of only one half of the community property by the will. It is also presumed, unless the contrary appears from the terms of the will, that he did not intend to devise or bequeath that interest in the community property *510 which he did not have power thus to dispose of. (Estate of Gilmore, 81 Cal. 242, [22 Pac. 656]; King v. Lagrange, 50 Cal. 331; Estate of Silvey, 42 Cal. 212.) “A purpose to attempt the disposition, by will, of property which by statute would pass to the wife, as survivor of the matrimonial community upon his death, is not to be readily inferred, especially where the words employed by the testator may have their fair and natural import by applying them to that moiety of which he had, by law, the testamentary disposition.” (Estate of Silvey, 42 Cal. 212.) “It is only where there is such a clear manifestation of intent to devise the whole community property as to overcome these presumptions that the wife can be put to her election either to take under the will or to take what she is entitled to by law.” (Estate of Gilmore, 81 Cal. 242, [22 Pac. 656].)

These rules necessarily imply the qualification that where the intention to dispose of the whole of the community property, and not of a moiety thereof only, is clearly shown by the terms of the will, and the disposition so made is such that the widow cannot take the moiety given her by law without, to that extent, defeating the plain intent of the testator, she will be required to choose between the provisions of the law and those of the will and may take either, but not both. The intention of the testator to dispose of the entire community estate, if clearly appearing from the will, must prevail over all these presumptions. (Estate of Smith, 108 Cal. 119, [40 Pac. 1037].) Upon applying these principles to the will in question, we think it clearly appears that the widow was under the necessity of choosing between the inconsistent provisions of the will and the law.

The parts of the will pertinent to the question are as follows :—

“Firstly, I give, devise and bequeath to my wife, Theresa Vogt, the following described real property” (describing a lot in the city of Alameda).

“Secondly. The rest and residue of my estate, real, personal or mixed, wheresoever situated, I give, devise and bequeath the whole thereof to my said wife, Theresa Vogt, and to my children, Frederick August Vogt, Charles John Vogt, Henry Frank Vogt and Emilie Marie Schmitt, wife of Frederick Schmitt, that is to say, an undivided one fifth (l-5th) *511 share thereof to my said wife, and an undivided one-fifth (l-5th) share thereof to each of my said children,

“Thirdly. I hereby declare that all of my estate is my separate property, except a portion thereof equal to a value of eight thousand dollars, that is to say, only eight thousand dollars of my estate is community property.”

The fourth and fifth clauses named the executor’s and gave them power to sell and dispose of all or any part of “my estate.” There were no other dispositions of property. The deceased was sixty-nine years old at the time he made the will, April 17, 1903, and he died on April 5, 1905. The widow was a second wife by whom he had no children, those named in the will being children of his first marriage. The value of the entire estate was $11,460.03. The value of the lot devised to the widow was $2,350. The residue, after paying the debts and expenses of administration, amounted to $8,109.25. The lot aforesaid had been occupied by the testator during his lifetime as a home, and it is admitted by appellant that it was his separate property, a fact which does not appear from the record, except by inference. The expense of administration was $712.82.

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In Re the Estate of Vogt, 98 P. 265, 154 Cal. 508, 1908 Cal. LEXIS 357 (Cal. 1908).

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