Ostrom v. De Yoe

87 P. 811, 4 Cal. App. 326, 1906 Cal. App. LEXIS 29
CourtCalifornia Court of Appeal
DecidedSeptember 26, 1906
DocketCiv. No. 208.
StatusPublished
Cited by3 cases

This text of 87 P. 811 (Ostrom v. De Yoe) 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
Ostrom v. De Yoe, 87 P. 811, 4 Cal. App. 326, 1906 Cal. App. LEXIS 29 (Cal. Ct. App. 1906).

Opinion

BUCKLES, J.

This is an action to enforce a trust in certain real and personal property, based on a supposed verbal contract, made by Caroline De Yoe, under whom defendants claim, with Stephen Rogers, her then husband, under whom plaintiffs claim —by which contract appellants claim said Caroline obligated herself to make a will, which is admitted she never made.

The action was tried by the court; certain special issues were submitted to a jury which answered the same adversely to the defendants; the court reserved the action for further consideration, heard further testimony, and when the case was argued and submitted, made and filed its findings and decision, rendering judgment thereon in favor of defendants. The plaintiffs appeal from the judgment and from an order denying a new trial. Stephen Rogers and Caroline Rogers were husband and wife and during their married life had accumulated a large amount of property. In January, 1885, Stephen Rogers made several deeds of gift to his said wife of fifteen hundred and twenty-four and six one-hundredths acres of his land and numerous town lots, and on December 18, 1886, he made another deed of gift to the said wife of three thousand nine hundred and sixty-seven and thirty-four one-hundredths acres, generally known as the Oak Flat. These deeds were found after Stephen Rogers' death in a tin box in which he kept his papers, deposited in the First National Bank of Modesto, and were recorded March 26, 1888, at the request of Ora McHenry. Stephen Rogers died testate March 21, 1888. On December 31, 1886, he made his will. The property described in the said deeds was not described in the will nor returned in the inventory in the probating of said will and settlement of his estate. The will was admitted to probate April 21, 1888, and the said Caroline Rogers appointed executrix. The devises in said will over which this controversy arises are as follows:

“Third: I give and bequeath to my grandson, Stephen Rogers, son of Stimpson P. Rogers and Ella Rogers, the sum of ten thousand ($10,000) dollars, to be paid to him as hereinafter directed, and only after the death of my said wife *328 Caroline if she survive me; the income from the said ten thousand dollars to be paid to said Stephen Roy Rogers personally for his own private use from the time he be fifteen years old till he be twenty-one years old; and then when he be twenty-one years old, I direct that, he be paid five thousand dollars, being half of the above named bequest, and that from the time he is twenty-one till he be twenty-five (25) years old, I direct that the income from the remaining five thousand dollars be paid him annually for his private use. And then, when he the said Stephen Roy Rogers be twenty-five years old, I direct the remaining five thousand dollars paid to him personally, for his own exclusive and private use. If my said grandson die before arriving at the ages herein named, then the remaining or unpaid amounts of said bequest, together with the income thereon, I direct shall be distributed as the other portion of my estate shall be or shall have been distributed, namely, to the brothers and sisters of myself and wife Caroline, share and share alike.
“Fourth: The residue of my estate, both real and personal, of whatever kind, whether money, credits, chattels, lands, houses, or shares in corporations, and wheresoever situated, I give, bequeath, and devise to my beloved wife, Caroline Rogers, if she survive me. And it is my will and I so direct, that my said wife also have the exclusive and absolute control, during her life, of that part of my estate hereinbefore devised to Lizzie Kay and Stephen Roy Rogers.
“Fifth: If I survive my said wife Caroline, then I give, bequeath, and devise all the residue of my estate, both real and personal, and wheresoever situated, share and share alike, to my grandson, the said Stephen Roy Rogers, if he be then living, and to my brothers and sisters, and to the brothers and sisters of my said wife Caroline; or if any of the said brothers and sisters be dead, and their children shall take the share of their parent, respectively, save and except only Gilbert P. Ostrom, son of Jemima Ostrom, and also Clarence Cotton, son of Jacob Cotton, to whom I bequeath nothing; and I will and bequeath, in case I survive their parents, or either of them, the share of my estate hereinbefore given to said Jemima Ostrom and Jacob Cotton, to the remaining brother and sister of said G. P. Ostrom and Clarence Cotton, respectively.”

*329 Stephen R. Rogers died May 15, 1899. The court made and entered its decree of distribution of said estate and it was in accordance with said will. The decree contained the following clause—“and the residue of said estate of Stephen Rogers deceased hereinafter particularly described and now remaining in the hands of said executrix, and any other property not now known or discovered which may belong to the said estate or in which the said estate may have any interest, be and the same is hereby distributed as follows, to wit”: To Lizzie Kay $1,000 if she survive Caroline Rogers. The remainder to Caroline Rogers. No objection is made to the decree. 1 On April 25, 1894, Caroline Rogers married N. E. De Yoe, who is a defendant in this action. She died February 29, 1904. The plaintiffs in their complaint allege as follows: “That prior to and at the time of the making and execution of the said will hereinbefore set forth by the said Stephen Rogers, it was mutually understood and agreed by and between the said Stephen' Rogers and the said Caroline De Yoe, then Caroline Rogers, and the said Caroline Rogers promised and agreed to and with the said Stephen Rogers that if the said Stephen Rogers would make and execute the will hereinbefore set forth, that the said Caroline Rogers would make and execute her will and upon her death give and bequeath all of the property owned and possessed by the said Caroline Rogers and Stephen Rogers at the time of his death and all the property possessed by her at her death and all the proceeds of such property, in equal shares, to Stephen Ro)r Rogers, if he then he living, and to the brothers and sisters of the said Stephen Rogers and brothers and sisters of said Caroline Rogers, or if any of the said brothers and sisters be dead, then to their children, said children to take the share of the parent, respectively, save and except Gilbert P. Ostrom and Clarence Cotton; and in ease of the death of Stephen Roy Rogers, then to be willed to the brothers and sisters of Steven Rogers and Caroline Rogers and their children, as aforesaid. That pursuant to said agreement, and being induced by said agreement and promise of said Caroline Rogers and relying thereon, said Stephen Rogers made and executed the will and testament hereinbefore fully set forth. ’ ’

The complaint prays for a specific performance of the alleged agreement and that the said deeds of Stephen Rogers *330 to Caroline Rogers be set aside. The answer denies that there ever was such a contract, admits the making and execution of said deeds, and alleges that such deeds were delivered to Caroline Rogers and were for good and valid considerations and conveyed all the interest of Stephen Rogers in said land to Caroline Rogers.

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

Related

Alioto v. Commissioner
1980 T.C. Memo. 360 (U.S. Tax Court, 1980)
Hartman v. Burford
242 Cal. App. 2d 268 (California Court of Appeal, 1966)
Miller v. Jansen
132 P.2d 801 (California Supreme Court, 1943)

Cite This Page — Counsel Stack

Bluebook (online)
87 P. 811, 4 Cal. App. 326, 1906 Cal. App. LEXIS 29, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ostrom-v-de-yoe-calctapp-1906.