King v. King

177 P.2d 299, 78 Cal. App. 2d 152, 1947 Cal. App. LEXIS 1451
CourtCalifornia Court of Appeal
DecidedFebruary 19, 1947
DocketCiv. No. 13269
StatusPublished
Cited by1 cases

This text of 177 P.2d 299 (King v. King) 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. King, 177 P.2d 299, 78 Cal. App. 2d 152, 1947 Cal. App. LEXIS 1451 (Cal. Ct. App. 1947).

Opinion

PETERS, P. J.

The trustee of a testamentary trust created by the will of Julia M.'Norris, deceased, petitioned the trial court for final settlement of its account as trustee, requested that the trust be terminated, and requested that the trial [154]*154court determine to whom the trust corpus should he distributed. The present appeals are from that portion of the order instructing the trustee as to the proper distribution of the trust property.

Thomas Starr King and Boswell F. King, the two appellants. herein, claimed in the trial court, and now claim on this appeal, that the trust corpus, of the value of approximately $600,000, should be distributed equally between them. Margaret W. King, respondent herein, individually and as the executrix of the estate of her husband William N. King, who died in 1937, claimed in the trial court, and that court so held, that one-third of the corpus should be distributed to her or to the estate of her deceased husband.

The facts giving rise to this controversy are not in dispute and are as follows: Julia M. Norris was first married to Thomas Starr King. This couple had two children, Frederic and Edith. Edith died before the date of distribution of the estate of her mother and in no way figures in this controversy. After the death of Thomas Starr King, Julia married William Norris, who predeceased her. This couple had no children. Frederic married Edith Boswell King, and this couple had three children, Boswell F., Thomas S., the appellants, and William N., the husband of respondent. The will of Julia Norris was executed in 1898, she then being 70 years of age. She died in 1904. The decree of distribution in her estate was made and entered on October 1, 1909. No appeal was taken therefrom, and that decree has long since become final. It is the proper interpretation of that decree that is involved on this appeal.

When the will was executed in 1898 Frederic King, the son of Julia, and his wife Edith B. King, had three sons, the only grandchildren of Julia, being the two appellants, and the respondent’s decedent. These are the only children of this couple. When the will was executed these grandchildren were aged 12, 10 and 7 respectively. One of these grandchildren, William N. King, married respondent in 1924. This couple had no children. William died in 1937. By his will he made his wife, the respondent, his sole legatee. William N. King was survived by both his father and mother. His father, Frederic, died on July 8, 1941, and his mother, Edith B. King, died July 10, 1945. The trusts set up in the will of Julia M. Norris terminated upon the death of Edith B. King, and upon such termination, there being a dispute as to whom [155]*155the corpus should be distributed, this proceeding was instituted.

By the terms of her will Julia M. Norris evidenced an intent to take care of her son and his family, but also clearly indicated great confidence in her daughter-in-law, Edith, and an intent to benefit her. After making certain specific bequests, she devised her entire residuary estate in trust, which trust was to continue until the death of her son Frederic and her son’s wife, Edith B. After directing the trustee to pay certain sums to persons not here involved, in paragraph “D” of the trust provisions she directed the trustee to pay to her daughter-in-law, Edith Boswell King, $500 per month for life to be used for the maintenance of Edith and her husband, the testatrix’s son, Frederic, and the support, education and maintenance of their children or the survivors. In this paragraph she referred to these three children by name, being Boswell Farrington King, Thomas Starr King, the appellants, and William Norris King, respondent’s decedent. In this paragraph she provided that if Frederic should survive Edith the trustee should pay Frederic but $150 per month for life, and to pay $350 per month to “such of the said above mentioned children as may survive their said mother, or their survivors,” until the termination of the trust. In the next paragraph—“E”—she directed the trustee to accumulate surplus income and every five years to pay four-fifths of the income thus accumulated to her daughter-in-law, Edith Boswell King, to be used by her “for the benefit of herself and her said husband and their said children,” and after her death to pay the same in the ratio and to the persons as provided in paragraph “D.” In paragraph “G” she directed the trustee to pay the taxes and insurance on the house occupied by her son and his wife “while owned by my said daughter-in-law, Edith Boswell King.” In paragraph “H” she provided that “if either of the above named children of my son Frederic Randolph King and Edith Boswell King” desire a college education, such education shall be paid for by the trustee. Paragraph “I” provides that the trusts are to continue until the death of both Frederic and his wife and “then to be at once at an end.” Then follows paragraph “J,” which is the specific paragraph that has led to this litigation. It provides that following the termination of the trusts as provided in the preceding paragraph: “Thereupon and at once the said trustee shall grant and deliver all my [156]*156property then in its hands, or remaining of said trust, unto the children, (share and share alike, or their legal heirs by right of representation) of my said son and his said wife Edith, and I hereby, subject to the trusts aforesaid, give, devise and bequeath all said last named property to the persons last aforesaid in manner aforesaid.” There follows two paragraphs not pertinent here, and then in paragraph “M” it is provided: “I provide and declare that any other child or children which may be born to my said son and his said wife Edith may and shall share with and have the same rights under said trusts as their said children herein specifically named.”

This will was probated and the final decree of distribution was made and entered by the probate court October 1, 1909. In that decree, which has long since become final, after settling the final account, the will is set forth in toto, it being introduced into the decree with this language: “And it further appearing that said decedent left a last will and testament which has been duly admitted to probate, which last will is in the words and figures as follows, to wit:” After quoting the will and noting that the specific bequests had been paid, the decree ordered, adjudged and decreed that the residuary estate be distributed to the trustee subject to the trusts. In drafting the decree of distribution the probate court followed substantially the language of paragraphs “D,” “E” and “H” of the will. In particular the three children of Frederic and Edith were specifically named in paragraph “2” of the decree in connection with the $500 monthly to be paid their mother for the support of parents and children, and in paragraphs “3” and “6,” corresponding to paragraphs “E” and “H” of the will, the three children were referred to as “said children” and “the above named children.” Then the probate court in making its decree changed the order of the paragraphs as found in the will. It will be remembered that in the will the so-called “after-born” clause appears in paragraph “M,” following the basic paragraph “ J.” In the decree the “after-born” clause appears in paragraph “8,” and the basic paragraph follows the “after-born” paragraph. In paragraph “8” the probate court slightly changed the language of the will. In the decree the “after-born” clause reads: “If any other child or children shall be born to the said Frederic E.

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Related

Estate of Norris
177 P.2d 299 (California Court of Appeal, 1947)

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Bluebook (online)
177 P.2d 299, 78 Cal. App. 2d 152, 1947 Cal. App. LEXIS 1451, Counsel Stack Legal Research, https://law.counselstack.com/opinion/king-v-king-calctapp-1947.