King v. Hawley

248 P.2d 491, 113 Cal. App. 2d 534, 1952 Cal. App. LEXIS 1403
CourtCalifornia Court of Appeal
DecidedOctober 6, 1952
DocketCiv. 8146
StatusPublished
Cited by14 cases

This text of 248 P.2d 491 (King v. Hawley) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
King v. Hawley, 248 P.2d 491, 113 Cal. App. 2d 534, 1952 Cal. App. LEXIS 1403 (Cal. Ct. App. 1952).

Opinion

VAN DYKE, J.

E. O. Sylvester died August 13, 1946. His surviving sister, Ida M. Graves, was appointed executrix of his will and as such administered his estate. His will, executed April 7, 1942, disposed of his estate in the following language: “I devise and bequeath all my property to my sister, Mrs. Ida M. Graves of Stockton, California, and request that she be appointed sole executrix of my will, and that she may not be compelled to give any bond or security as such executrix, and that she may settle the estate in her own way and sell any or all of the real or personal estate at public or private sale as she may think best, and that she *536 may use all the proceeds of my estate for her comfort and support; but that whatever may be left of my estate at her death shall go to James Woodward King of Sacramento, California, and to his heirs. ’ ’ The decree of distribution, made September 15, 1947, provided “That the residue of said, estate ... be and the same is hereby distributed as follows: All thereof to Ida M. Graves, with the right to sell or otherwise dispose of the same or any part thereof during her lifetime for her comfort and support; but whatever may be left at her death to James Woodward King.” Ida M. Graves died May 28, 1949. During the time intervening between Sylvester’s death and her own she had by a series of transactions, some occurring during the probate of the estate of Sylvester, and some after the decree of distribution was made, disposed of all of the property which Sylvester owned when he died and of the proceeds thereof, save possibly a bank deposit of $10,000, which may have been money paid to her upon the sale of real property. In the main these transactions resulted in the acquisition by defendants Evelyn M. Hawley and G. W. Graves of the Sylvester properties, Claiming that he was a remainderman under the decree of distribution in the estate of Sylvester and that these transactions whereby, with the possible exception of the said bank deposit, his claimed inheritance had been diverted, were the product of a fraudulent conspiracy on the part of Evelyn M. Hawley, G. W. Graves, one John T. Ward and Ida M. Graves to cheat and defraud him of that inheritance, respondent King brought action to quiet title in himself to certain property held by Evelyn M. Hawley and which had devolved from the estate of Sylvester. The trial court held these charges of fraud to be well founded and decreed that plaintiff was the owner of the following property: A promissory note executed by Odd Fellows Recreation Association in the principal sum of $45,000 upon which there was a balance unpaid of $35,000, the payment of which was secured by a deed of trust upon real property in Tuolumne County consisting of approximately 700 acres of land which had been owned by Sylvester when he died; a fund of $10,000 theretofore paid upon the principal of the same note and being held at the time of judgment in escrow by an abstract and title company in Sonora; the sum of $10,000 which had been deposited by Ida M. Graves with the Morris Plan Company of Stockton, California, and which stood in her name at her death; a promissory note executed by Lynn and Marguerite Lawrence in *537 the principal sum of $3,000 on which there was a balance due of $1,450, payment of which was secured by deed of trust upon about an acre of ground which had been part of the Tuolumne County property; approximately 40 acres of land standing in the name of Evelyn M. Hawley which had been also a part of the Tuolumne County property. The court further decreed that respondent King recover from Evelyn M. Hawley the sum of $1,550 which had been paid to her upon the $3,000 note above referred to.

Prom this judgment Evelyn M. Hawley and G. W. Graves appeal and contend as follows: 1. By the will of Sylvester and the decree of distribution made in the matter of his estate there was conveyed to Ida M. Graves a fee interest and not a mere life estate. 2. If it be true the will and decree vested only a life estate in Ida M. Graves with remainder over to respondent James Woodward King, then the various dispositions she made of the Sylvester properties involved come within the powers given to her to dispose of and to use these properties for her “comfort and support.” 3. The court erred in rejecting certain offered testimony, hereinafter more specifically referred to. 4. The court erred in admitting evidence of transactions in the estate of Sylvester participated in by appellants Evelyn M. Hawley and George W. Graves but which were wholly unrelated to the matters in issue before the court. 5. The court erred in adjudging King was entitled to the $10,000 purchase money which Evelyn M. Hawley was shown to have paid for the Tuolumne County land. Generally, appellants contend that the evidence as a whole is insufficient to support the essential findings and the judgment of the trial court.

Taking up first appellants’ contentions as to the proper construction to be placed upon the provisions of Sylvester’s will as construed by the probate court in its decree of distribution, we hold that thereby there was vested in Ida M. Graves an estate for life with remainder over to respondent; that she was given a full right to use the property for her comfort and support and to that end could fully consume it and for that purpose could sell it and use the proceeds of such disposition, but, again, for her comfort and support. We hold further that in the exercise of the power of consumption, use and disposition, she was limited to the purpose for which the property was given to her, that is, her use and consumption for her comfort and support, and that she could not give the property away during her lifetime nor will it *538 away at her death. Although she had a broad right to adapt the property to the purposes for which she received it, the right was not unlimited and she was charged in respect of her handling of the property with an affirmative duty to exercise her undoubted broad rights of use and consumption with due regard for the rights of the respondent, the remainderman, a duty which may be said to have been in the nature of a trust. (Luscomb v. Fintzelberg, 162 Cal. 433 [123 P. 247]; Adams v. Prather, 176 Cal. 33 [167 P. 534]; Hardy v. Mayhew, 158 Cal. 95 [110 P. 113, 139 Am.St.Rep. 73].) In Adams v. Prather, supra, the will provided that all of the property of the testatrix was given to her husband with power to sell without order of court. Thus far the devise was in absolute terms, but the will provided further that upon the death of the husband one-half of the “unexpended portion” should go to a niece of the testatrix and the other half to other relatives. The Supreme Court said (page 37):

“ ‘A will is to be construed according to the intention of the testator’ (Civ. Code, sec. 1317), and that ‘intention is to be ascertained from the words of the will, taking into view the circumstances under which it was made’ (Civ. Code, sec. 1318), .which words, in the absence of a clear intention to use them otherwise, ‘are to be taken in their ordinary and grammatical sense’ (Civ. Code, see. 1324). Unless irreconcilable, ‘ all the parts of a will are to be construed in relation to each other, and so as, if possible, to form one consistent whole.’ (Civ. Code, sec. 1321.) Applying these rules, and having in mind that ‘a clear and distinct devise or bequest cannot be affected ...

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Cite This Page — Counsel Stack

Bluebook (online)
248 P.2d 491, 113 Cal. App. 2d 534, 1952 Cal. App. LEXIS 1403, Counsel Stack Legal Research, https://law.counselstack.com/opinion/king-v-hawley-calctapp-1952.