Tompkins v. Tompkins

11 P.2d 886, 123 Cal. App. 670, 1932 Cal. App. LEXIS 967
CourtCalifornia Court of Appeal
DecidedMay 25, 1932
DocketDocket No. 8336.
StatusPublished
Cited by29 cases

This text of 11 P.2d 886 (Tompkins v. Tompkins) 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
Tompkins v. Tompkins, 11 P.2d 886, 123 Cal. App. 670, 1932 Cal. App. LEXIS 967 (Cal. Ct. App. 1932).

Opinion

JOHNSON, J., pro tem.

This is an appeal by Beatrice M. Tompkins, widow of Mangle Minthorne Tompkins, from the decree of final distribution of the'estate of the decedent, wherein certain property, which is claimed by the widow to have been community property of the marriage, was adjudged to be separate property, and as such was distributed to the respondents as trustees, pursuant to certain provisions in the will of the deceased creating a trust, under which the widow is one of the beneficiaries.

The appellant makes some minor specifications of error which will be noticed later, but the chief question concerns the true character of the property in controversy.

The widow was duly appointed as executrix of the will, which was admitted to probate on August 25, 1928; and on December 27, 1929, she filed her account, together with a petition for final distribution. In the petition she averred that certain of the personal property of the estate, comprising enumerated stocks and bonds in addition to a sum of money, constituted community property of the marriage; and she prayed that one-half thereof be distributed to her individually. Objections both to the account and the petition were filed by the trustees named in the will, and in due time the account was settled. The hearing of the petition was postponed, however, from time to time, and after the settlement of a second account, the court on October 27, 1930, made its findings, in which it found that the property in dispute and all other property of the estate was the separate property of the deceased; and in accordance with such findings, final distribution was thereupon made to the trustees as provided in the will. Under the terms of the trust the widow and the son of the deceased are the chief beneficiaries.

*673 The widow bases her asserted community right upon two grounds: one, the legal presumption attaching to property acquired during marriage; the other, an alleged verbal agreement effecting a conversion of separate property of the spouses into community property. It is contended that upon both grounds the evidence entitled the widow to findings and decree in her favor.

The issue was largely one of fact for the determination of the trial court; and in so far as there was substantial and credible evidence sufficiently clear and convincing to the mind of the trial judge to lead to the conclusion that the property was in fact separate property of the deceased, the court’s decision upon the facts cannot be made the subject of review, even though there was also evidence to the contrary.

It can hardly be gainsaid that the evidence as a whole is sufficient to support a finding that the property in dispute represents property acquired by the decedent by gifts or inheritance from his parents.

Mr. and Mrs. Tompkins were married on July 15, 1911. At that time neither of them appears to have had any substantial possessions. Mr. Tompkins was then employed by the Montebello Oil Company in Ventura County. Before he married, he had been earning between $75 and $90 a month besides his board; and after the marriage his pay was from $100 to $140, less a charge of $15 for rent of a cottage. He remained with the oil company until about August, 1912, when he- and his wife took up their residence in San Francisco. After a period of unemployment, during which he received an allowance of $75 a month from his mother, Mr. Tompkins became associated in 1914 with the Golden Gate Music Company, both as an employee and a stockholder. His original investment in stock of the company was in the amount of $3,000 furnished by his mother, and his salary began at $100 a month. His connection with the company continued from 1914 until his death on July 16, 1928. By March, 1917, his salary had increased by stages to $150 a month, and later this amount was increased to $300 a month, which was paid from January 1, 1919, to December 31, 1921, and thereafter he received $350 a month to the time of his death. As a stockholder in the company, his holdings increased from 503 shares on December 1, 1915, *674 to 1495 shares on November 4, 1916; and these shares he continued to hold until January, 1920, at which time he gave 1468 shares to his wife, leaving himself the owner of only 27 shares during the rest of his life. The total dividends received by Mr. Tompkins from 1915 to the time of his death amounted to #11,465.70, or an average of approximately #900 a year.

Prior to the death of his mother in 1918', Mr. Tompkins appears to have had no other sources of income than those mentioned, together with certain property received as gifts from his mother; and the widow testified that throughout the period of his connection with the Golden Gate Music Company the family’s living expenses were about #300 a month except toward the end of Mr. Tompkins’ life, when the expenses ran as high as #450 a month.

The mother’s estate, in which Mr. Tompkins shared, was distributed on April 19, 1919; and the father having died later, Mr. Tompkins shared also in the distribution of the father’s estate under a decree made on May 27, 1921. Besides property acquired under the will of his mother, Mr. Tompkins had received as gifts from her in her lifetime a fifth interest in a piece of real property in San Francisco and a fifth interest in certain stocks and bonds. The property derived by Mr. Tompkins from his parents was substantial in character and value, as appears from the schedules before the court, and was productive of income. .

The evidence indicates that Mr. Tompkins did not speculate, and that while from time to time there were changes in the securities owned by him, such changes were brought about for the most part by purchase of new securities with the proceeds of sale of securities previously held. He had kept a record of his business transactions in a book admittedly in the possession of the widow after his death, which, however, she declared herself unable to produce at the trial. If that book had been available, the detailed dealings might have been readily followed.

After the death of his parents, Mr. Tompkins acquired property in San Rafael on which he built a home. The land with the improvements and furnishings cost about #30,000; and the financing was done in large part with borrowed money. The widow testified that these loans were paid, so far as she knew, out of Mr. Tompkins’ earnings, *675 but that when he died there was $6,000 still due the Humboldt Bank on the house. This property was deeded to Mrs. Tompkins March 24, 1924, and was not part of the estate. It is a fair inference that the living expenses and payments made on loans must at least have equaled the earnings of Mr. Tompkins from 1914 to the time of his death. And unless the contrary is made to appear, the law presumes that money used in the maintenance of the family is drawn from community funds before there is encroachment on separate property. (Estate of Cudworth, 133 Cal. 462, 468 [65 Pac. 1041]; Estate of Grannis, 142 Cal. 1, 6 [75 Pac. 324]; Thompson v. Davis, 172 Cal. 491, 495 [157 Pac. 595]; Title Ins. & T. Co. v. Ingersoll, 158 Cal. 474, 492 [111 Pac. 360]; Van Camp v. Van Camp, 53 Cal. App. 17, 25 [199 Pac.

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11 P.2d 886, 123 Cal. App. 670, 1932 Cal. App. LEXIS 967, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tompkins-v-tompkins-calctapp-1932.