Whitney v. Dodge

38 P. 636, 105 Cal. 192, 1894 Cal. LEXIS 1135
CourtCalifornia Supreme Court
DecidedDecember 22, 1894
DocketNo. 15498
StatusPublished
Cited by26 cases

This text of 38 P. 636 (Whitney v. Dodge) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whitney v. Dodge, 38 P. 636, 105 Cal. 192, 1894 Cal. LEXIS 1135 (Cal. 1894).

Opinion

McFarland, J.

This action is for an accounting by defendant as a trustee of an alleged trust fund, and her removal as such trustee. A general demurrer to the amended complaint was sustained, and judgment was [196]*196rendered for defendant. From the judgment plaintiff appeals; and the question is whether or not the complaint states facts sufficient to constitute a cause of action.

From the complaint it appears that one Jones Dyer, who was a resident of and domiciled in the state of Pennsylvania, died in the city of Philadelphia in said state on the fifteenth day of July, 1860, leaving a last will and testament. By said will he gave to the respondent herein, who was his daughter (to take effect after the death of his wife, Lydia Dyer), twelve thousand dollars in state bonds of the state of Maine in trust for certain uses and purposes. The trust was that respondent should devote the interest and dividends of the bonds to the support and education of one Alice S. Knight, a grand-daughter of the testator, until she should be twenty-one years old; and afterwards said Alice was to receive said interest and dividends during the period of her natural life. In case said Alice should die leaving lawful issue, then her children should receive said interest and dividends until the youngest thereof should be twenty-one years old, when the corpus of the fund should be equally divided between such children. The said will was duly probated in Pennsylvania. In 1866 the' said Lydia Dyer, surviving wife of the deceased, died; and in August, 1867, the respondent received and accepted said bonds in trust as aforesaid. The said Alice S. Knight was married twice during her lifetime, and died in February, 1876, leaving the two appellants herein her sole and lawful issue. The latter were not born until after the death of the testator. The respondent having accepted said fund in trust as aforesaid and received all the said interest and dividends, has appropriated and converted said trust fund to her own use, and now denies and repudiates said trust, and refuses to account to appellants for any part thereof. Under the laws of Pennsylvania the said provisions of said will were valid, those laws permitting the suspension of the power of alienation for the period of lives in [197]*197being and twenty-one years afterward. The foregoing are the only material averments of the complaint necessary to be here stated; and for the purposes of the demurrer they must, of course, be taken as true.

Respondent contends that the complaint does not state a cause of action because the provisions of said will upon which appellants rely were void under the laws of California; and that therefore they cannot be here enforced.

1. Counsel for appellants has argued with great learning, ability, and ingenuity that the said provisions of said will would be valid under the laws of California if the testator had been domiciled and the will had been made here, and if no consideration of the law of comity or the law of domicile were involved in the case. It is sufficient to say on this point that the learned counsel has not convinced us that his position is tenable, or that the said provisions of the will as to the children of Alice Knight born after the death of the testator are not within the limitations of section 715 of our Civil Code, which provides that “ the absolute power of alienation cannot be suspended by any limitation or condition whatever for a longer period than during the continuance of the lives of persons in being at the creation of the limitation or condition.” (Of course, in case of a will, the “ creation of the limitation or condition” takes place at the death of the testator.) We will assume, therefore, that if the will had been made in this state by a person domiciled here it could not have been here enforced.

2. But it does not follow that respondent can escape the obligations of a trust touching personal property created in another state and perfectly valid there, by removing into this state, where such a trust if created here would not have been valid.

It is the clearly established general rule, arising out of considerations of justice and the principle of comity, that the disposition of personal property is governed by the law of the domicile of the owner. The rule is well [198]*198stated and many authorities to the point cited in the opinion of Mr. Justice Ross in Estate of Apple, 66 Cal. 432. Story in his Conflict of Laws (p. 538), after having given various accounts of the origin of the rule, says: “But be the origin of the doctrine what it may, it has so general a sanction among all civilized nations that it may now be treated as a part of jus gentium. Lord Loughborough has stated it with great clearness and force in one of his most elaborate opinions: ‘It is a clear proposition,’ said he, ‘ not only of the law of England, but of every country in the world where law has the semblance of science, that personal property has no locality.’ The meaning of that is, not that personal property has no visible locality, but that it is subject to the law which governs the person of the owner. With respect to the disposition of it, with respect to the transmission of it, either by succession or by the act of the party, it follows the law of the person. The owner in any country may dispose of his personal property. If he does, it is not the law of the country in which the property is, but the law of the country of which he was a subject', that will regulate the succession.” Of course, the law of any one state or nation does not ex proprio vigore extend beyond its own territory; and any state would have the rightful power to provide that the rule above stated should not prevail within its jurisdiction. But the rule is part of the general law of every state in which it has not been abrogated either by express legislative language or the enactment of statutes which work such abrogation by necessary implication. In the absence of such abrogation the rule is not to be considered as imposed by foreign power upon the state in which it is invoked, but as part of the law of such state. Story says: “ The same doctrine was recognized by Lord Chief Justice Abbott on another occasion.

‘ Personal property,’ said he, ‘ has no locality, and even with respect to that it is not correct to say that the law of England gives way to the law of a foreign country, but that it is part of the law of England that personal [199]*199property should be distributed according to the jus domicilii.’ The same doctrine has been constantly

maintained both in England and America, with unbroken confidence and general unanimity.” (Story on Conflict of Laws, 539.) The rule is founded on the most substantial principles of justice and right. A man is presumed to know the law of his own state or country upon the subject of the disposition of personal property, but not the law of all states or countries; and, if he make such disposition thereof as is valid in his own state, it ought in fairness to be recognized in another state into which the property might be brought. Story says: “ If the law rei sites were generally to prevail in regard to movables, it would be utterly impossible for the owner, in many cases, to know in what manner to dispose of them during his life, or to distribute them at his death, not only from the uncertainty of their situation in the transit to and from different places, but from the im practicability of knowing with minute certainty the law of transfers inter vivos,

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Cite This Page — Counsel Stack

Bluebook (online)
38 P. 636, 105 Cal. 192, 1894 Cal. LEXIS 1135, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whitney-v-dodge-cal-1894.