Mountain Brow Lodge No. 82 v. Toscano

257 Cal. App. 2d 22, 64 Cal. Rptr. 816, 1967 Cal. App. LEXIS 1750
CourtCalifornia Court of Appeal
DecidedDecember 14, 1967
DocketCiv. 773
StatusPublished
Cited by9 cases

This text of 257 Cal. App. 2d 22 (Mountain Brow Lodge No. 82 v. Toscano) 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
Mountain Brow Lodge No. 82 v. Toscano, 257 Cal. App. 2d 22, 64 Cal. Rptr. 816, 1967 Cal. App. LEXIS 1750 (Cal. Ct. App. 1967).

Opinions

GARGANO, J.

—This action was instituted by appellant, a nonprofit corporation, to quiet its title to a parcel of real property which it acquired on April 6, 1950, by gift deed from James V. Toscano and Maria Toscano, both deceased. Eespondents are the trustees and administrators of the estates of the deceased grantors and appellant sought to quiet its title as to their interest in the land arising from certain conditions contained in the gift deed.

The matter was submitted to the court on stipulated facts and the court rendered judgment in favor of respondents. However, it is not clear from the court’s findings of fact and conclusions of law whether it determined that the conditions were not void and hence refused to quiet appellant’s title for this reason, or whether it decided that appellant had not broken the conditions and then erroneously concluded that “neither party has a right to an anticipatory decree’’ until a violation occurs.1 Thus, to avoid prolonged litigation the parties have stipulated that when the trial court rendered [24]*24judgment refusing to quiet appellant’s title it simply decided that the conditions are not'void and that its decision on this limited issue is the only question presented in this appeal. We shall limit our discussion accordingly.

The controversy between the parties centers on the language contained in the habendum clause of the deed of conveyance which reads as follows: "Said property is restricted for the use and benefit of the second party, only; and in the event the same fails to be used by the second party or in the event of sale or transfer by the second party of all or any part of said lot, the same is to revert to the first parties herein, their successors, heirs or assigns.” Respondents maintain that the language creates a fee simple subject to a condition subsequent and is valid and enforceable. On the other hand, appellant contends that the restrictive language amounts to an absolute restraint on its power of alienation and is void. It apparently asserts that, since the purpose for which the land must be used is not precisely defined, it may be used by appellant for any purpose and hence the restriction is not on the land use but on who uses it. Thus, appellant concludes that it is clear that the reversionary clause was intended by grantors to take effect only if appellant sells or transfers the land.

Admittedly, the condition of the habendum clause which prohibits appellant from selling or transferring the land under penalty of forfeiture is an absolute restraint against alienation and is void. The common law rule prohibiting restraint against alienation is embodied in Civil Code section 711 which provides: “Conditions restraining alienation, when repugnant to the interest created, are void. ’ ’ However, this condition and the condition relating to the use of the land are in the disjunctive and are clearly severable. In other words, under the plain language of the deed the grantors, their successors or assigns may exercise their power of termination “if the land is not used by the second party” or “in the event of sale or transfer by second party.” Thus, the invalid restraint against alienation does not necessarily affect or nullify the condition on land use (Los Angeles Inv. Co. v. Gary, 181 Cal. 680 [186 P. 596, 9 A.L.R. 115]).

The remaining question, therefore, is whether the use condition created a defeasible fee as respondents maintain or whether it is also a restraint against alienation and nothing more as appellant alleges. Significant!y, appellant is a non-profit corporation organized for lodge, fraternal and [25]*25similar purposes. Moreover, decedent, James V. Toscano, was an active member of the lodge at the time of his death. In addition, the term “use” as applied to real property-can be construed to mean a “right which a person has to use or enjoy the property of another according to his necessities” (Mulford v. LeFranc (1864) 26 Cal. 88, 102). Under these circumstances it is reasonably clear that when the grantors stated that the land was conveyed in consideration of “love and affection” and added that it “is restricted for the use and benefit of the second party” they simply meant to say that the land was conveyed upon condition that it would be used for lodge, fraternal and other purposes for which the non-profit corporation was formed. Thus, we conclude that the portion of the habendum clause relating to the land use, when construed as a whole and in light of the surrounding circumstances, created a fee subject to a condition subsequent with title to revert to the grantors, their successors or assigns if the land ceases to be used for lodge, fraternal and similar purposes for which the appellant is formed. 2 No formal language is necessary to create a fee simple subject to a condition subsequent as long as the intent of the grantor is clear. It is the rule that the object in construing a deed is to ascertain the intention of the grantor from words which have been employed and from surrounding circumstances (Brannan v. Mesick, 10 Cal. 95; Aller v. Berkeley Hall School Foundation, 40 Cal.App.2d 31 [103 P.2d 1052]; Schofield v. Bany, 175 Cal.App.2d 534 [346 P.2d 891].)

It is of course arguable, as appellant suggests, that the condition in appellant’s deed is not a restriction on land use but on who uses it. Be this as it may, the distinction between a covenant which restrains the alienation of a fee simple absolute and a condition which restricts land use and creates a defeasible estate was long recognized at common law and is recognized in this 3 Thus, conditions re[26]*26stricting land use have been upheld by the California courts on numerous occasions even though they hamper, and often completely impede, alienation. A few examples follow: Mitchell v. Cheney Slough Irr. Co., 57 Cal.App.2d 138 [134 P.2d 34] (irrigation ditch) ; Alter v. Berkeley Hall School Foundation, 40 Cal.App.2d 31 [103 P.2d 1052] (exclusively private dwellings); Rosecrans v. Pacific Electric Ry. Co., 21 Cal.2d 602 [134 P.2d 245] (to maintain a train schedule); Shultz v. Beers, 111 Cal.App.2d 820 [245 P.2d 334] (road purposes); Firth v. Marovich, 160 Cal. 257 [116 P. 729, Ann.Cas. 1912D 1190] (residence only).

Moreover, if appellant’s suggestion is carried to its logical conclusion it would mean that real property could not be conveyed to a city to be used only for its own city purposes, or to a school district to be used only for its own school purposes, or to a church to be used only for its own church purposes. Such restrictions would also be restrictions upon who uses the land. And yet we do not understand this to be the rule of this state. For example, in Los Angeles Inv. Co. v. Gary, supra, 181 Cal.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Caldwell v. Regents CA2/2
California Court of Appeal, 2013
People v. Schmitz
288 P.3d 1259 (California Supreme Court, 2012)
People Ex Rel. Department of Transportation v. Wilson
25 Cal. App. 4th 977 (California Court of Appeal, 1994)
Walton v. City of Red Bluff
2 Cal. App. 4th 117 (California Court of Appeal, 1991)
Taormina Theosophical Community, Inc. v. Silver
140 Cal. App. 3d 964 (California Court of Appeal, 1983)
Reagh v. Kelley
10 Cal. App. 3d 1082 (California Court of Appeal, 1970)
Mountain Brow Lodge No. 82 v. Toscano
257 Cal. App. 2d 22 (California Court of Appeal, 1967)

Cite This Page — Counsel Stack

Bluebook (online)
257 Cal. App. 2d 22, 64 Cal. Rptr. 816, 1967 Cal. App. LEXIS 1750, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mountain-brow-lodge-no-82-v-toscano-calctapp-1967.