O'Leary v. Bennett

66 P.2d 875, 190 Wash. 115, 1937 Wash. LEXIS 544
CourtWashington Supreme Court
DecidedApril 14, 1937
DocketNo. 26461. Department Two.
StatusPublished
Cited by7 cases

This text of 66 P.2d 875 (O'Leary v. Bennett) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'Leary v. Bennett, 66 P.2d 875, 190 Wash. 115, 1937 Wash. LEXIS 544 (Wash. 1937).

Opinion

Holcomb, J.

This appeal arises from an adverse decision in the court below upon a complaint by appellant for the construction of paragraph four of her testator’s will. The testator died in Los Angeles, California, *116 February 14,1933. His last will and testament was admitted to probate in the superior court for King county, Washington, on February 20, 1933. He had nominated his widow as executrix and her brother, Thomas Bennett, one of respondents, as executor. Letters testamentary issued to them and they duly qualified.

An attempted stipulation for the disposition of all the property of the testator, made during the pendency of the probate, failed, because, after several conferences, not all of the parties could be induced to agree. Hence, the proposed stipulation cannot now be considered.

However, on February 16, 1934, appellant and Thomas Bennett, her coexecutor, filed their final account and petition for distribution, reciting the probate of the will, their qualification,' the fact of having filed an inventory, the subsequent exclusion of a Santa Maria savings account of over twenty thousand dollars, the fact of appellant having instituted an action for the construction of the will, which was still pending; named the legatees and set forth the specific provisions of the will, asking a distribution according to its provisions. No reservation was made in their petition for the subsequent construction of the will; but on the other hand, the court was asked to act upon the provisions of the will and make distribution accordingly. The prayer was that:

“The account herein be approved and that distribution be made as in the will provided, and that upon such distribution being made the executors be discharged from further duty and liability in the premises.”

The final account and petition for distribution was regularly noted for hearing, and upon objections being filed thereto and appellant having, on April 5, 1934, filed a claim of community interest in the entire estate *117 as inventoried, a hearing was -had before Honorable Wilmon Tucker, as judge pro tempore. In that hearing, partition was decreed and a final decree of settlement and distribution was entered on June 28, 1934, from which no appeal was perfected.

In the hearing on the final account, the record shows that appellant and James O’Leary were married in January, 1906, when he was fifty-three and she forty or forty-two years of age; that he had considerable property and she not to exceed ten thousand dollars worth. There were np surviving children. The property was probably mostly his separate estate; yet the testator declared all of his property community property.

Although she had been successful in securing the distribution of one-half of the estate and all of certain property in California, valued at more than twenty thousand dollars, she now asks to set aside paragraph four of the will as being void and contravening the rule against perpetuities. Her coexecutor resisted her claim in both proceedings. She alone appeals.

For answer to appellant’s action to construe the will, respondents raised several issues: First, accord and satisfaction; that is, that the claim that appellant had secured the agreement of her coexecutor to the filing of the final account because of the stipulation, and that upon the distribution she had received all and more than the stipulation provided. Second, that, by her participation in the final account and petition for distribution and hearing thereon, and her taking as a result of that decree of distribution, she was estopped to further prosecute this action. Third, that the decree of distribution of June 28, 1934, was res judicata. Fourth, that appellant had by her acts, in claiming the Santa Maria account, a valuable farm in California, and her community interest, and refusal to account for cer *118 tain personal property, in effect contested the will of her husband and should be barred under the language of the will providing for forfeiture of all rights by any person who should contest the will. Fifth, that if it were not possible to carry out the terms of the will which provided for a fund of one hundred thousand dollars to be accumulated, then that express term should be set aside and the ultimate purpose of the will nevertheless carried out in order to prevent the loss of the entire trust.

The trial court decided the case upon the basis of the fifth affirmative defense, finding that paragraph (a) and paragraphs (1) and (2) dependent thereon of paragraph four, were void as offending the rule against perpetuities, but that in all other respects the will was valid and the intent of the testator clear and capable of being legally performed.

Respondents open their brief with a motion to strike the opening brief of appellant, for the reason that it contains no assignment of error. The motion is denied because the error relied upon by appellant is sufficiently stated on page twelve of the brief. Moore v. Spokane, 88 Wash. 203, 152 Pac. 999.

The introductory paragraph of the will of the testator declared his residence to be at Seattle, King county, Washington, and that,

“All property, both real and personal, standing in the name of either myself or my wife, Ellen O’Leary, or in the name of both of us, is the community property of myself and my said beloved wife, Ellen O’Leary.”

The first section provides for the payment of all lawful debts, expenses of last sickness and funeral expenses; the second bequeaths household furniture and personal effects to appellant; and the third paragraph is a bequest of $2,500 to John E. Nelligan.

*119 The fourth paragraph, of which construction is prayed in this action, reads:

“All the rest, residue, and remainder of my estate, both real and personal, of whatsoever nature and wheresoever situated, of which I shall be seized and possessed, or to which I shall in any way be entitled at the time of my death, including any lapsed legacies, I give, devise and bequeath to the trustees hereinafter named, in trust, nevertheless, to collect and receive the rents, issues, income, interest, and profits thereof; and it is my wish that they convert the same into interest-bearing securities as soon as it is economically advantageous to the estate for them so to do. This is not to be construed, however, as imposing upon them an obligation to convert the same as hereinabove mentioned, but that they be allowed full discretion and the utmost latitude to sell the same or to execute leases for any duration of time and of any nature and description that they may deem advisable; and it is an express provision of this trust that the trustees shall not be limited to those securities and investments that are legal for the investment of trust funds in accordance with the laws of the state of Washington for the investment of trust funds, but the trustees may invest and reinvest and in all respects manage the said estate as though they were the sole owners of the same; and after deducting all proper charges incidental to the administration of the trust, to hold and pay the same as follows:

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Cite This Page — Counsel Stack

Bluebook (online)
66 P.2d 875, 190 Wash. 115, 1937 Wash. LEXIS 544, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oleary-v-bennett-wash-1937.