Morrison v. Bowman

29 Cal. 337
CourtCalifornia Supreme Court
DecidedJuly 1, 1865
StatusPublished
Cited by58 cases

This text of 29 Cal. 337 (Morrison v. Bowman) 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
Morrison v. Bowman, 29 Cal. 337 (Cal. 1865).

Opinion

By the Court, Currey, J.

Stephen Smith, of Bodega, in Sonoma County, died in November, 1855, possessed of a large estate, real and personal, in said county. In August, 1854, he made his last will and testament by which he undertook to make disposition of his property: At the time of his death he left surviving him his wife, Manuella T. Smith, who was the mother of three of his children. He also left surviving him four other children, the offsprings of a former marriage. At the time of his death he owned the Bodega Rancho, consisting of eight leagues of land, and he and his wife owned the Blucher Rancho, consisting of six leagues, as common property. By his will, which was duly proved soon after his death, Stephen Smith devised and bequeathed to his wife Manuella his house and household furniture at Bodega, to have and to hold during her life; and also he devised and bequeathed to her one third of the Bodega Rancho, and one third of his stock of cattle, etc., except the portion thereof which might be applied to the payment of his debts and funeral expenses, to have and to hold during her life, with remainder to his children born of her, in fee, share and share alike; and to the children last mentioned, he devised in fee the other two thirds of the Bodega Rancho, share and share alike, with the proviso that if any of such children died without issue, that in such event, the share or shares of such deceased child or children, should descend to and be inherited by the brothers and sisters of such deceased child or children of the full blood, to the exclusion of those of the half blood.

[340]*340The testator devised to Stephen Henry Smith, his son by his former wife, a half league of the Blucher Rancho in fee, and to Giles Smith, also his son by his former wife, and to Ellen Morrison and Elvira Pond, his daughters by his former wife, each a life estate in a half league of the Blucher Rancho, with remainders over in fee. And to his grandchildren born in lawful wedlock who should be living at the time of his death, the testator devised in fee, share and share alike, one league of the Blucher Rancho. After thus providing for the children by his former wife, the testator declared, in the tenth clause of his will, that he had, as he believed, still left and undisposed of by the foregoing provisions of this will, three square leagues of land, part and parcel of my Blucher Rancho.” He then declared that it was his design to sell and dispose of the same or portions thereof during his lifetime for the purpose of raising means to pay and discharge his subsisting debts and liabilities ; but in the event that he should not sell and dispose of such three leagues, he directed his executors to sell and dispose of the same, or the portion thereof which should remain unsold at the time of his death, and after the payment of his debts, funeral expenses and the expenses of the settlement of the estate, to divide the proceeds arising from such sale as follows: one third to his wife Manuella, and the other two thirds equally among all his children living at the time of his decease; providing, however, that if any of his children should die before the testator, leaving a child or children, then such child or children should take by representation the share to which' the parent would have been entitled if he or she had survived the testator. In connection with his direction as to the distribution of the residue of the proceeds arising from the sale of these three leagues, the testator expressly ordered and directed his executors to require, demand and collect from his children, Stephen Henry Smith, Giles Smith, Ellen Morrison and her husband, and Elvira Pond and her husband, the repayment to his estate of all sums of money by him advanced for them or on their account, and all sums due him for goods and chattels sold to them or either of them, [341]*341excepting any advances made on account of his daughters for their education and support before their marriage.

Early in November, 1855, Stephen Smith was stricken down with paralysis, and died on the 16th of that month, at the house of the appellant, in San Francisco. One week previous to his death his son, Stephen Henry Smith, who, it appears, was the attorney in fact of his father, appointed by an instrument in writing, under seal, in 1849, attempted to convey to C. B. Polhemus the Blucher Rancho. The deed executed by Stephen Henry Smith was in form the deed of Stephen Smith from the beginning to the end of the testamonium clause, but it was signed “ Stephen Henry Smith, attorney in fact of Stephen Smith.” The consideration expressed in this deed was seven thousand five hundred dollars. On the 11th of January, 3 856, Polhemus undertook to convey by deed the property to Bowman, the appellant. The consideration expressed in the deed was one dollar. At the time the deed was executed by Stephen Henry Smith to Polhemus, Stephen Henry resided with Bowman, who was his brother-in-law, and the transaction of the conveyance on the one part, and the purchase on the other, was managed by Stephen Henry and the appellant. Stephen Smith was not consulted respecting the matter, though the deed was executed in the house where he lay sick; nor does it appear that any portion of the consideration price expressed in the deed was in fact paid, though Polhemus and Bowman were examined as witnesses on the subject. At this time there was a mortgage on the Blucher Rancho, dated the 2d of February, 1855, for ten thousand dollars, bearing compound interest at the rate of three per cent per month, payable in advance, and also a mortgage on the Bodega Rancho, dated the 29th of May of the same year, for twelve thousand dollars, bearing the like rate of interest. These mortgages were executed by Stephen Smith.

From the testimony in the case, upon which both parties place reliance, it appears that in May, 1855, Stephen Smith spoke of selling the Blucher Rancho, and said he would have been willing to take for it thirty or thirty-five thousand dol[342]*342lars, with which he could have paid his debts and dispensed with the loan he was then obtaining upon mortgage of the Bodega Rancho; and in October, previous to his death, he informed one of the witnesses that he had made arrangements with Polhemus to. loan him enough to pay his debts, which he stated, according to the recollection of the witness, to be about thirty thousand dollars, and that he was to pay interest for the use of the money at the rate of one or one and a half per cent per month, and for this he was to execute a deed of the Blucher Rancho in trust, to be sold by the party from whom he was to obtain the money, who was to reimburse himself therefrom the amount due him.

The testator nominated his wife, Manuella T. Smith, executrix, and William A, Richardson and James Wilson executors of his last will and testament. Mrs. Smith became qualified as executrix. The executors named failed to do so.

In June, 1856, the executrix commenced an action in the District Court in Sonoma County against James Bowman, Stephen Henry Smith and C. B. Polhemus, for the purpose of setting aside the conveyance executed by Stephen Henry Smith to Polhemus. While that action was pending, in 1856, the owners of the mortgage on the Bodega Rancho obtained a decree in the Circuit Court of the United States foreclosing such mortgage. Before then, in March, Bowman had deposited with the holders of the demand secured by the mortgage on the Blucher Rancho the amount due thereon, leaving, however, the mortgage outstanding in the hands of the mortgagees, subject to his control and direction.

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Bluebook (online)
29 Cal. 337, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morrison-v-bowman-cal-1865.