Woodring v. Doyle

202 Cal. App. 2d 434, 21 Cal. Rptr. 123, 1962 Cal. App. LEXIS 2498
CourtCalifornia Court of Appeal
DecidedApril 17, 1962
DocketCiv. 20173
StatusPublished
Cited by12 cases

This text of 202 Cal. App. 2d 434 (Woodring v. Doyle) 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
Woodring v. Doyle, 202 Cal. App. 2d 434, 21 Cal. Rptr. 123, 1962 Cal. App. LEXIS 2498 (Cal. Ct. App. 1962).

Opinion

TOBRINER, J.

Appellant here challenges the probate court’s determination that she is not entitled to share in the distribution of the corpus of a trust established by her grandmother’s will. We do not believe that appellant’s previous appeal in another ease has foreclosed our consideration of the merits of her claim. Reaching the substantive issues, we conclude that appellant is entitled to share equally with her brothers and sisters, respondents in this ease, in the distribution of the corpus of the trust.

We describe the factual background which led to the present appeal. The testatrix, Mary E. Doyle, died on March 3, 1926, leaving a will dated February 1, 1924. Article VII of her *436 will, establishing a trust composed of one-third of the residue of her estate, provided as follows: “I give, devise and bequeath an undivided one-third of all the rest, residue and remainder of my property and estate of whatever kind and wheresoever situated (hereinafter called the ‘trust estate’) to my son Frank P. Doyle, as trustee upon the following trusts, and for the following uses and purposes, namely:

“(a) To pay monthly an undivided one-half of such net rents, issues, profits and income to my son Fred R. Doyle, during his lifetime;
“(b) The other undivided one-half of the net rents, issues, profits and income of said trust estate as and when received shall be deemed and treated as divided into as many shares as there are issue of my son Fred R. Doyle, and one of such shares shall be deemed to have been received for the benefit of each of such issue, of my said son. One of such shares shall be paid to each of such of the issue of my said son as have attained majority, but the trustee shall during the minority of any one of such issue apply to the use of such one so much of such share as shall be necessary, in the discretion of the trustee, to provide for his or her support, education and maintenance, and shall accumulate the remainder of such share for his or her benefit, until he or she shall attain majority. From and after the time when each one of the issue of my son Fred shall attain majority, the share of such net rents, issues, profits and income of the trust estate received for his or her benefit shall be paid to him or her during the continuance of the trusts created by this Article. If any of such persons for whom any share of said net rents, issues, profits and income of the trust estate has been received shall die before attaining his or her majority, all rents, issues, profits and income theretofore accumulated or then held for his or her benefit shall be deemed and treated as divided into as many shares as there are then surviving issue of my said son, and one of such shares shall go to and vest in and be paid to each of the then living issue of my said son who shall then have attained majority, and one of said shares shall be added to and become a part of each of the several accumulations theretofore made for the benefit respectively of the then living issue of my said son who shall not then have attained majority.
“ (c) Upon the death of my son Fred R. Doyle, then all the net rents, issues, profits and income of said trust estate shall go and be paid to the issue of my son Fred R. Doyle, subject *437 to the same trusts and conditions as are set forth in the preceding subdivision (b) of this Article VII.
“ (d) When each one of the issue of my son Fred R. Doyle shall respectively attain the age of thirty years, there shall vest in and be paid to such one, his or her equal share of the trust estate; but if any of the issue of Fred R. Doyle shall die before attaining the age of thirty years, then the share of the trust estate which the one so deceased would have taken, shall vest in and be paid to the issue of such deceased, if any; but if such deceased should die leaving no issue surviving, then it shall vest in and be paid to the survivors of the issue of my said son Fred R. Doyle;
“(e) The trusts created by this Article VII shall in no event continue after the death of the last survivor of the following named persons: My son Fred R. Doyle, and his issue living at the time of my death. ’ ’

Deceased left surviving her, her son, Fred R. Doyle, and his six children: Lucy Doyle Hadaway, Evelyn Doyle Hiatt (now Evelyn Doyle Basso), Tessie Doyle (also known as Zelma Doyle), Meldrum Doyle, Edward R. Doyle and Walter Doyle. Appellant, Sally Lou Doyle Woodring, also a child of Fred R. Doyle, was born on August 12, 1927, subsequent to Mary Doyle’s death.

In its decree of final distribution, dated February 25, 1927, the probate court construed subdivision (b) of article VII as applying only to the six children alive at the death of the testatrix and at the date of the decree, saying: “(b) The other undivided one-half (%) of the net rents, issues, profits and income of said trust estate as and when received shall be deemed and treated as divided into six (6) shares, and one of such shares shall be deemed to have been received for the benefit of each of the following named children of said Feed R. Doyle, to-wit: Lucy Doyle Hadaway, Evelyn Doyle Hiatt, Tessie Doyle, Meldrum Doyle, Edward R. Doyle and Walter Doyle.” The court further stated in subdivision (c) of its paragraph (7), in reference to subdivision (c) of the will, that “Upon the death of said Fred R. Doyle, then all the net rents, issues, profits and income of said trust estate shall go and be paid to the issue of said Fred R. Doyle, subject to the same trusts and conditions as are set forth in the preceding subdivision (b) of this paragraph 7; . . .” The court did not designate by name the issue entitled to take under subdivision (c).

*438 Fred R. Doyle, the life beneficiary, died on June 21, 1959, survived by his seven children, all of whom were over 30 years of age.

On October 9, 1959, appellant filed an action in the Superior Court, County of Sonoma, naming as defendants the other six children of Fred R. Doyle and the trustees of the trust, wherein she sought to set aside the 1927 decree of distribution and to impose a constructive trust on the grounds of mistake and fraud. (Woodring v. Basso, 3 Civ. 10147.) In her complaint appellant challenged both the past distributions of trust property in accordance with subdivision (b) of the decree and the proposed distribution of the trust corpus under subdivision (c) to only the six children named in subdivision (b). The trial court sustained without leave to amend the defendants’ demurrers upon the grounds that the complaint failed to state facts sufficient to constitute a cause of action for extrinsic fraud or mistake and that the causes of action were barred by the statute of limitations. The court specifically refrained from determining the fate of the undistributed corpus and income of the trust, stating that the probate court retained exclusive jurisdiction over the trust. On appeal the Third District Court of Appeal affirmed the trial court’s decision sustaining the demurrers. (Woodring v. Basso (1961) 195 Cal.App.2d 459 [15 Cal.Rptr. 805].)

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Bluebook (online)
202 Cal. App. 2d 434, 21 Cal. Rptr. 123, 1962 Cal. App. LEXIS 2498, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woodring-v-doyle-calctapp-1962.