Security-First National Bank v. Green

46 P.2d 1007, 7 Cal. App. 2d 319, 1935 Cal. App. LEXIS 586
CourtCalifornia Court of Appeal
DecidedJune 3, 1935
DocketCiv. 10120
StatusPublished
Cited by26 cases

This text of 46 P.2d 1007 (Security-First National Bank v. Green) 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
Security-First National Bank v. Green, 46 P.2d 1007, 7 Cal. App. 2d 319, 1935 Cal. App. LEXIS 586 (Cal. Ct. App. 1935).

Opinions

HOUSER, J.

The instant appeal involves several different questions that have arisen on a petition for the distribution of a trust estate.

[321]*321By a provision in the will of the testator, all the real property of the decedent was devised to Los Angeles Trust, and Savings Bank, a corporation, to be held by it in trust for the benefit of the widow of the testator during the lifetime of the former, and upon her death to pay the net income derived from the estate to the son of the testator, William Wilson Sloan, 3d, until he should reach the age of 30 years; at which time the trust was to be terminated and the corpus of the trust was to be distributed by a court of competent jurisdiction to said son. The will then provided that if, after the death of the widow of the testator, the said son should die under the age of 30 years—

“said trust fund and any real estate then held by said trustee for • this trust shall go to, belong to, vest in and be distributed by a court of competent jurisdiction to the heirs of said William Wilson Sloan 3rd as per his last will and testament.”

In the course of events, and following the death of the testator, the trustee entered upon its duties in connection with the administration of the trust; the widow of the testator died; and the real property of the estate was converted into personal property. Some time thereafter, and before he reached the age of 21 years, the son of the testator died, domiciled in the state of Massachusetts, wherein he had executed an instrument that purported to be his last will and testament and by which, in assumed accord with the said power conferred upon him by the provision of the will of his late father, he designated his maternal aunt, Eleanor T. Robinson, as his heir to whom the entire estate of the testator herein was to be distributed. Although respecting its validity, the will of the son apparently was executed in accordance with all legal requirements of the state of California, by the laws of the state of Massachusetts, because of the fact that at the time of the execution of the will the son had not attained the age of 21 years,—in certain probate proceedings in the latter state, instituted with reference to such will, it was ruled not only that said will was not entitled to be admitted to probate, but as well that the petition for the qualified probate of the will for the purpose of establishing the exercise by the son of the power of appointment conferred upon him by the provision contained in the will of the testator [322]*322herein, should be and it was denied; and each of said orders has become final.

The trustee named in the will of the testator herein having been succeeded by Security-First National Bank of Los Angeles, a corporation, and it having presented to the superior court a petition for an order of distribution of said estate, and respective answers to said petition having been filed in said court not only by said Eleanor T. Robinson, who was the appointee under the purported will of the son of the testator, but as well by two other heirs of said son (the latter being his paternal aunts), and upon the hearing of such petition the said court having made its order in the premises by which it was adjudged that the said Eleanor T. Robinson was entitled to distribution to her of the entire estate of the testator herein, the said two other heirs have appealed from said order or judgment.

As a compelling reason for an order of reversal of the judgment or order made by the superior court, it is urged by the appellants that in the state of California powers of appointment are of no validity, and consequently that the attempted exercise by the son of the testator of the purported power contained in the will of the latter was void and of no legal effect.

In support of such contention the appellants present the argument in substance that, although at one time in the legal history of this state the creation of such a power was expressly authorized by statute (Stats. 1872), long before the will by the testator herein was executed, such statutes had been repealed (Code Amendments, Stats. 1873-74, p. 223); and that at no time since such repeal had other statutes of that character been reenacted;—from which situation (so the appellants assert) the attempted creation by the testator of such a power became a nullity. (Citing particularly Estate of Fair, 132 Cal. 523 [60 Pac. 442, 64 Pac. 1000, 84 Am. St. Rep. 70].)

It is undeniable that powers of the nature of that here involved were considered legal as the common law was administered both by the English courts and at least by those of this country which, prior to the Revolution, operated as colonies of the British Government. Whether (in the absence of statute so providing), owing to the origin of ownership of the state of California by the Mexican Government, the [323]*323common law in its fullness would exist in this state, is not necessary of consideration (to the contrary, see Estate of Fair, 132 Cal. 523, 534 [60 Pac. 442, 64 Pac. 1000, 84 Am. St. Rep. 70]; 12 Cor. Jur. 200 et seq., and authorities there cited; Marsters v. Lash, 61 Cal. 622; Norris v. Harris, 15 Cal. 226); for by the terms of section 4468 of the Political Code, adopted in 1872, and based upon the Statutes of 1850, at page 219, it is provided that “the common law of England, so far as it is not repugnant to or inconsistent with the Constitution of the United States, or the Constitution or laws of this state, is the rule of decision in all the courts of this state”. And by the ruling in the case of Martin v. Superior Court, 176 Cal. 289, 293 [168 Pac. 135, L. R. A. 1918B, 313], it was declared that the common law embraced “the whole body of common-law jurisprudence as it stood, influenced by statute at the time when the code section was adopted”. (See, also, 5 Cal. Jur. 253, and authorities there cited.) Consequently, since the right of power of appointment existed at common law, which right was carried into the law of this state, both by the Statute of 1850, at page 219, and thereafter on the adoption of the code in 1872, by section 4468 of the Political Code (in the assumed absence of any later statute, direct or cognate, by which the exercise of such common-law right is inhibited, or in the absence of some impelling judicial precedent or construction whereby the denial of such right is clearly and concisely indicated), it should follow that unless the effect of the repeal of the statute by which such common-law right was recognized and specially authorized was also to repeal the original common-law right,—such common-law right is still in full force and effect. In that regard and in affirmation of the claimed legislative intent to abolish the use of powers in general, the comment made by the code commissioners in recommending the repeal of the statute, as stated in the concurring opinion in Estate of Fair, 132 Cal. 523, 552 [60 Pac. 442, 64 Pac. 1000, 84 Am. St. Rep. 70], was that the “whole chapter on powers (was) wholly unsuited both to the wants and habits of the people, . . . ” However, in that connection, and somewhat reflecting upon the propriety of a court in construing a statute to take into consideration evidence of the intention of the legislature, dehors the language employed in such statute, it is a rule of construction that if the statute as a whole be unambiguous, [324]*324resort to extrinsic evidence of the intention of the legislature in passing the act is improper.

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Bluebook (online)
46 P.2d 1007, 7 Cal. App. 2d 319, 1935 Cal. App. LEXIS 586, Counsel Stack Legal Research, https://law.counselstack.com/opinion/security-first-national-bank-v-green-calctapp-1935.