O'Neil v. Ross

277 P. 123, 98 Cal. App. 306, 1929 Cal. App. LEXIS 569
CourtCalifornia Court of Appeal
DecidedApril 16, 1929
DocketDocket No. 6644.
StatusPublished
Cited by21 cases

This text of 277 P. 123 (O'Neil v. Ross) 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
O'Neil v. Ross, 277 P. 123, 98 Cal. App. 306, 1929 Cal. App. LEXIS 569 (Cal. Ct. App. 1929).

Opinion

KOFORD, P. J.

The plaintiff is administratrix of the estates of the two decedents named above, who were children of Martin Johnson, deceased. The action is against the estate of their stepmother, Mary Johnson, who at the time of her death was the widow of said Martin Johnson, deceased. The other parties defendant are heirs and legatees under the will of Mary Johnson and the executors in the estate of Martin Johnson, deceased. This is an action in equity to have it determined that plaintiff is the owner of one-half of so much of the estate of Mary Johnson, deceased, as came to her estate by the will of her husband, said Martin Johnson, deceased. Plaintiff recovered judgment, and the defendants, claiming under the will of Mary Johnson,.appeal.

The evidence at the trial was almost entirely documentary. It gives the history of the property in question and shows the manner of its passing from Martin Johnson to his widow, Mary Johnson, which gives rise to this action and the contention of the parties hereto.

Martin Johnson’s will was executed May 20, 1914. At that time his wife, Mary Johnson, was living, and also his three children by a former marriage—Johanna, Nellie and Henry. By his will Martin Johnson gave two-thirds of his estate to his three children, share and share alike—that is, two-ninths to each—and one-third of his estate, to his wife. The important provisions of the will in this respect are the following:

“'First: I hereby declare that nearly all of the property and estate of which I am now seized or possessed or in which I may be interested is my separate property, and that only a small portion thereof is the community property of. my beloved wife and myself, and for the purpose of maintaining my entire estate as one entity I have discussed the foregoing condition of my property relating to separate property and community property with my wife and she agrees with me and is satisfied that the same shall be considered and treated as separate property. '
“Second: I hereby give, devise, and bequeath to my said' beloved wife, Mary Johnson, in full of all community rights or interest, a one-third (%) interest in all the property and *312 estate of which I may die seized or possessed, in consideration of my dearly beloved wife waiving all community property right or claim to my estate for her community interest under the law or community property rights therein.”
Third: Two-ninths to his daughter Johanna.
Fourth: Two-ninths to his daughter Nellie.
Fifth: Two-ninths to his son Henry, less advances.
“Sixth: It is my understanding with my beloved wife, Mary Johnson, that of the one-third (%) of my estate devised and bequeathed to her remaining at the time of her death she is to devise and bequeath one-half (%) of it to my beloved daughters, Johanna Johnson and Nellie Johnson, in equal shares, and as I have always reposed great confidence in my said wife and know she will comply with my wish, I leave said disposition of that property bequeathed to her for her compliance without further direction; and that the said remaining one-half (%) of said one-third (%) of my estate so devised and bequeathed to her remaining at the time of her death be by her devised and bequeathed to her son, John A. Peterson, but there shall be deducted from said bequest and devise to him all sums by me advanced to said John A. Peterson as appears on the books of M. Johnson & Co. at the time of my death, with interest thereon at the rate of six (6) per cent per annum from the respective times when the same was so advanced by me to him.”

At the end of the will, was an addendum, duly signed by Mary Johnson on the date of the execution of the will. She was present at the time of the execution of the will, and Martin Johnson’s attorney read said addendum over to her and explained to her her rights in the community property pf her husband and herself and her right to an interest in his property that was not community property, and the nature of both interests, after which, and in his presence, Mary Johnson signed said addendum. “I, Mary Johnson, wife of Martin Johnson, hereby declare that I have read the foregoing will of Martin Johnson and I am satisfied with all of its provisions, and hereby consent to the provision therein made for and relating to me therein and agree to carry oud and fulfill the same (italics ours), and consent that all of the estate of my husband, Martin Johnson, is and that the same be treated and considered in the distribution and disposition thereof as his separate property, and 1 *313 hereby waive all claim to any part thereof as the community property of my said husband and myself, and accept the bequests and devices made to me in said will in full of all claim to community property or community rights. I further declare that I do this with a full knowledge of my property rights which have been explained to me: That I am entitled, in the event of surviving my said husband, to a family allowance and one-half (%) of the community property and to share as an heir in the remaining portion of the estate of my said husband.”

Martin Johnson’s two daughters, represented by plaintiff herein, predeceased him. They died in "November, 1918. His daughter Johanna left surviving a husband and a son, Robert Cyrus O’Neil.

In January, 1919, Martin Johnson executed the first codicil to his will. In this codicil he said: “First: By reason of the death of my dearly beloved daughters, Johanna M. O’Neil (formerly Johanna M. Johnson) and Nellie Johnson, the redistribution of my estate as in said will mentioned is required and the devise and bequest to my said daughters and my son, Henry Johnson, is hereby revoked.” Martin Johnson by said codicil proceeds to dispose of “all the rest, residue and remainder of my estate, being the two-thirds (%) thereof,” in trust for his grandson, Robert Cyrus O’Neil, and his son, Henry Johnson, with deductions for advances and spendthrift provisions for the latter. No mention or disposition is made in the first codicil of the one-third of the estate left the wife by the terms of the will, neither is it mentioned in any of the succeeding codicils.

The third codicil revoked the trust and spendthrift provisions for his son Henry and gave the one-third outright to him “for the reason that he has shown himself to be able, willing, desirous and capable of caring for and managing his property, and believing he should'share equally with my grandson in my estate.”

The remaining codicils may be omitted. Martin Johnson died June 14, 1921. His estate has not been closed and none of it has been distributed except certain land in Monterey County which went to his son, Henry Johnson, as a part of his one-third share. The inventory and appraisement in his estate showed that he left real and personal property appraised at $206,838.62, Mary Johnson died March 12, *314 1922, and her estate is also still open and not distributed.

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Cite This Page — Counsel Stack

Bluebook (online)
277 P. 123, 98 Cal. App. 306, 1929 Cal. App. LEXIS 569, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oneil-v-ross-calctapp-1929.