Musson v. Fuller

133 P.2d 682, 57 Cal. App. 2d 5, 1943 Cal. App. LEXIS 138
CourtCalifornia Court of Appeal
DecidedFebruary 1, 1943
DocketCiv. 3207
StatusPublished
Cited by2 cases

This text of 133 P.2d 682 (Musson v. Fuller) 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
Musson v. Fuller, 133 P.2d 682, 57 Cal. App. 2d 5, 1943 Cal. App. LEXIS 138 (Cal. Ct. App. 1943).

Opinion

MARKS, J.

This is an appeal in an action for declaratory relief from a judgment construing the terms of a declaration of trust and decreeing that Donald Edwin Huhn owned a two and one-half per cent of the corpus of the trust and is entitled to the income therefrom.

Henry Fuller and Helen Day Fuller were husband and wife. Under date of March 31st, 1922, they established a trust with themselves as trustors and Charles Edward Fuller as trustee.

The entire net income of the trust was to be paid to Henry Fuller during his lifetime. After his death twenty-five per cent of the net income was to be paid to Helen Day Fuller and the balance .to various other beneficiaries. The controversy before us arose under the following paragraph of the declaration of trust disposing of the net income after the death of Henry Fuller:

“Ten (10%) per cent, thereof to May P. Fuller (widow of Harry Ephraim Fuller) during her natural life, and upon her death, to Josephine, Stella, Kenneth and Ruth Fuller, the four children of said May P. Fuller and Harry Ephraim Fuller, share and share alike, or to the survivor of them, if they or either of them die without issue, share and share alike; or if said children leave issue, to said issue shall be paid the proportion of said percentage that would have been *7 received by the parent of said issue, if he or she had survived, share and share alike.”

Under date of January 13th, 1923, the trustors modified the terms of the trust making its provisions disposing of the net income of the estate control the disposition of its corpus.

Henry Fuller and Helen Day Fuller died prior to 1926.

From a statement in one of the briefs it is probable that Henry Fuller predeceased his wife. May P. Fuller died in 1926, leaving surviving her four children, Josephine, Stella, Kenneth and Ruth Fuller. Stella Fuller (Huhn) died leaving surviving her, defendant and respondent Donald Edwin Huhn, her minor son.

On May 9, 1938, Charles Edward Fuller appointed plaintiff trustee of the trust estate. Plaintiff accepted the trust and since thin has acted as such trustee.

Charles Edward Fuller purchased the interests of Josephine, Stella, Ruth and Kenneth Fuller in the trust estate, which interests they conveyed to him. The agreed statement of facts recites that they believed they had sold and he believed he had purchased a full ten per cent in fee of the corpus of the trust and not merely life estates; that he paid the full value of the ten per cent of the fee of the corpus of the trust.

The controversy between the parties arose over the proper distribution of two and one-half per cent of the net income of the trust estate. Charles Edward Fuller claims to be entitled to the ten per cent of the net income from that portion of the trust estate which he had purchased. Donald Edwin Huhn claims that his mother Stella Fuller Huhn had a life estate in two and one-half per cent of the corpus of the trust; that this estate terminated on her death and that he succeeded to it.

As conflicting claims were made on the trustee for this two and one-half per cent of the money to be distributed the trustee brought this action to secure an interpretation of the paragraph of the declaration of trust which we have quoted. The trial court held that Stella Fuller Huhn had a life estate in two and one-half per cent of the corpus of the trust which terminated on her death and descended to her son Donald Edwin Huhn.

If Stella Fuller Huhn had a life estate only, that is all she could sell and convey to Charles Edward Fuller whose *8 right to receive the net income from the two and one-half per cent interest of the trust would terminate on her death. Therefore the important question presented for decision is the proper interpretation to be placed on the paragraph of the declaration of trust which we have quoted.

The construction contended for by Charles Edward Fuller would require the pertinent part of the paragraph to read: To the four children of May P. Fuller, “share and share alike, or to the survivor of them, if they or either of them die without issue during the lifetime of May P. Fuller,” the italicized portion being added to the language used by the trustors.

The construction for which Donald Edwin Huhn contends would substitute “at any time” for the italicized words in the foregoing paragraph.

A similar question was presented to the courts of this state in Estate of Carothers, 161 Cal. 588 [119 P. 926], where the following clause of a will was interpreted:

“I also give and bequeath to my wife and William P. Carothers my entire farm with all improvements thereon located in the county of Sacramento County, State of California, during the lifetime of my said wife, and at her death said land with all the improvements and proceeds thereof vests absolutely in and is the property of said William P. Carothers, that in case said William P. Carothers dies without issue his property herein specified becomes the property of John Thomas Carothers, and at his death goes to Elizabeth Witherspoon.”

The' testator died on December 13, 1876, leaving surviving him, his wife Eleanor and three children, William P. Carothers, John Thomas Carothers and Elizabeth Wither-spoon. Eleanor died on February 24, 1897, and on February 14, 1898, William P. Carothers conveyed a one-half interest in the farm, which included the property in litigation, to John Thomas Carothers. By mesne conveyances an undivided one-half interest in the property involved passed to Earl D. White. The question decided was whether Earl D. White or Elizabeth Witherspoon was entitled to distribution of this property. The decision of this question required a determination of the exact estate taken by William P. Carothers under the will.

In discussing the law applicable the court quoted the following from Underhill on Wills:

*9 “The general rule is that, in the absence of clear evidence of a contrary intention, a devise over in case of death without issue in the case of a remainder, as with an immediate estate or interest, means a death at any time, and not a death without issue during the life tenancy.”

It was further said:

“Applying the principles of interpretation above stated, we find little difficulty in ascertaining the testamentary intent. When the testator gave William the .remainder after the death of Eleanor, and then proceeded to declare what should become of the property if William should die without issue, he must have had in mind the fact that William was a bachelor forty-two years old and the possibility of his future marriage and the birth of children. It is more reasonable to suppose that he intended to preserve the estate to Elizabeth Wither-spoon or her children, in case William left no issue, than that he merely desired to avoid a lapse if William died before Eleanor. If the former was his purpose, there can be no doubt that the qualifying clause was intended to limit the fee devised to William and referred to his death at any time.”

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Related

Estate of Auclair
75 Cal. App. 2d 189 (California Court of Appeal, 1946)
Rose v. Elmer
170 P.2d 29 (California Court of Appeal, 1946)

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Bluebook (online)
133 P.2d 682, 57 Cal. App. 2d 5, 1943 Cal. App. LEXIS 138, Counsel Stack Legal Research, https://law.counselstack.com/opinion/musson-v-fuller-calctapp-1943.