77 P. 825 | Cal. | 1904
[EDITORS' NOTE: THIS PAGE CONTAINS HEADNOTES. HEADNOTES ARE NOT AN OFFICIAL PRODUCT OF THE COURT, THEREFORE THEY ARE NOT DISPLAYED.] *123 The above-named decedent left a last will and testament in which he appointed the respondents Anna Pforr and Max Waizman as his executors, and disposed of his estate as follows: —
"A. First. I give and bequeath to my said niece, Anna Pforr, all household furniture, books and pictures which I may possess at the time of my demise.
"A. Second. I desire and direct that my executrix and executor shall take in charge all my property, real and personal (except that which I have hereinbefore bequeathed to Anna Pforr), and to collect all the rent and other income from the same, and to defray all expenses thereon, including interest on mortgages, and to renew mortgages and to execute new mortgages thereon when necessary for the maintenance of the same for a term of two years from the date of my demise.
"A. Third. I desire that my executrix and executor, at the expiration of two years from the date of my demise, shall have the property sold at public auction or otherwise, and after paying all indebtedness standing against it, to divide the net proceeds of such sale into six equal parts or divisions, and to distribute the same, share and share alike, to my heirs and devisees as hereinafter set forth.
"B. First. I give, bequeath and devise to my niece Anna Pforr, of this city and county of San Francisco, California, one-sixth part of my estate.
"B. Second," etc. (Giving in similar terms an undivided sixth of his estate to each of his four surviving brothers and sisters and an undivided sixth to the children of a deceased sister.)
The appellant herein is one of the surviving sisters of the deceased and is also one of the beneficiaries under the above third item of his will. The above-named Anna Pforr is the daughter of Christian Pforr, one of the surviving brothers of the deceased. The deceased was unmarried, and left two brothers and two sisters and the children of a deceased sister as his heirs at law. When the will was presented to the superior court its probate was contested by the appellant upon the ground that, except as to the personal property bequeathed to Anna Pforr, it is invalid, in that by its terms the power of alienation of the real estate is suspended *125
in contravention of the provisions of section
After the expiration of four months from the issuance of letters testamentary the appellant presented to the court her petition for distribution to her of the share of the estate to which she is entitled, setting forth therein the condition of the estate and alleging that the disposition thereof made by the testator is void, and that at his death his entire estate vested in his heirs at law; that with the exception of the personal property bequeathed to Anna Pforr she is entitled to have distributed to her an undivided fifth of the estate, and that such distribution could be made without loss to the creditors of the estate. Upon the hearing of her petition the court held that the will was valid and that the property of the deceased vested upon his death in the devisees under his will in accordance with its provisions, and that the appellant is entitled to one-sixth part thereof, except his household furniture, books, and pictures, and denied her petition. From this order also she has appealed.
1. An instrument testamentary in character and issued in the form required for a will cannot be denied probate upon the ground that some of its provisions are invalid or contrary to the provisions of law. The probate of the instrument merely determines the validity of its execution. The sufficiency or invalidity of its provisions will be determined when effect is sought to be given to them. The statute makes no provision by which a portion of such an instrument can be admitted to probate and probate denied to the remainder. (Estate of Cobb,
2. The will in question does not create an express trust in real property. The testator has not devised the land to his executors in trust for the purposes of his will, but has merely given them certain directions to be observed in carrying out its provisions. To the extent that these directions are inconsistent with law they are nugatory. Executors, as such, are not trustees of an express trust (Civ. Code, sec. 2250); and the authority which the testator herein has given to his executors creates only such a trust as pertains to the office *126
of executor. (Bennalack v. Richards,
Neither is there any provision in the will by which the power of alienation is suspended or which purports to prevent an absolute interest in possession from being at any time conveyed. The direction to the executors to collect the rents and maintain the estate for two years is not a restraint upon its alienation during that period, nor is the provision for its sale at the expiration of two years a prohibition against its sale prior to that time. "A power of sale to be exercised after a definite term is not necessarily an illegal restraint upon alienation. It does not necessarily suspend the absolute power of alienation."(Garvey v. McDevitt,
The suspension of the power of alienation which is prohibited by the statute is such as arises from the terms of the instrument by which the estate is created, and not such as exists outside of that instrument — as a disability of the person in whom an interest is vested or the delay incident to procuring an order of court for the sale, or for its confirmation. (Manice v. Manice,
The will contains no directions for the accumulation of income, and it is only "directions" for the accumulation of the income of property that the statute makes void. (Civ. Code, sec.
3. The provision for the sale of the property and the distribution of its proceeds among the six beneficiaries operated as an equitable conversion of the real estate into personalty. (Civ. Code, sec. 1338) This result is not overcome by reason of the testator having used the word "desire" instead of "direct" in authorizing the sale. The words "I desire" that my real estate shall be sold are the equivalent of the words "I will" that it be sold. (Appeal of City of Philadelphia, 112 *128
Pa. St. 470.) While the desire of a testator for the disposal of his estate is a mere request when addressed to his devisee, it is to be construed as a command when addressed to his executor.(Estate of Marti,
Whether such conversion is effected depends upon the intention of the testator as gathered from the entire provisions of his will. If it is apparent from its terms that it was his will that the estate be sold and the proceeds given to his beneficiaries, an equitable conversion results, even if the direction for the sale is not imperative. (Dodge v. Pond,
That the testator intended that his estate should be sold and the proceeds divided among his designated beneficiaries clearly appears from the terms of the will. He directs his executors in the third item thereof to have the property sold and to divide the proceeds of such sale into six equal portions, and to distribute the same to his heirs and devisees "as hereinafter set forth." By these connecting words the provisions in the clauses immediately following, wherein are "set forth" the persons to whom these six parts of the estate are to be distributed, become a part of his direction for the sale of the property, and the form in which he has "set forth" the beneficiaries and repeated his gift cannot be invoked to defeat his direction that the property be sold. The "estate" given to the beneficiaries by these subsequent clauses is the "net proceeds of the sale" which he had previously directed to be made, and the "one-sixth part" thereof given to each is one of the "six equal parts or divisions" into which his executors are directed to divide the said "net proceeds" and distribute to the said beneficiaries. His use in these clauses of the words "I give, bequeath, and devise" to each of the beneficiaries "one-sixth part of my estate" is subordinate to *129 his direction in the previous part of the same item of the will that the property be sold, and must yield thereto.
The direction that the estate be sold and its proceeds given to certain designated beneficiaries was within the testamentary power of the testator, and as the beneficiaries thereunder are the only persons interested in the estate, the heirs at law, assuch, are not entitled to have the estate distributed to them. The beneficiaries among whom the proceeds of the sale are to be distributed have no interest in the land, but each of them is by the will vested with a chose in action, — i.e. the right to receive from the executors his share of the proceeds of the sale.(Harcum v. Hudnall, 14 Gratt. 369.) The testator had the right to determine whether they should receive lands or money from his bounty, and their rights to his estate are measured by the form in which he has given it to them. (Marsh v. Wheeler, 2 Edw. Ch. 153; Allen v. Watts,
4. Under well-recognized principles of equity the beneficiaries can, however, at any time before such sale, elect to retain the land in lieu of receiving the proceeds of the sale, and thus effect its reconversion into real estate; but as it appears from the appellant's petition for distribution to her that with the exception of personalty appraised at less than two hundred dollars in value the entire estate of deceased consists of real property, such election will be ineffective unless all of them unite therein. (Bank of Ukiah v. Rice,
The orders appealed from should be affirmed.
*130Chipman, C., concurred.
For the reasons given in the foregoing opinion the orders appealed from are affirmed.
Angellotti, J., Shaw, J., Van Dyke, J.
Hearing in Bank denied.