Ireland v. Jacobs
Decision Date | 29 October 1945 |
Docket Number | 15368. |
Citation | 163 P.2d 203,114 Colo. 168 |
Parties | IRELAND, Atty. Gen., v. JACOBS. |
Court | Colorado Supreme Court |
Error to District Court, City and County of Denver; Charles C Sackmann, Judge.
Action by Gail L. Ireland, Attorney General of the State of Colorado, against James F. Jacobs, administrator of the estate of Bertha M. Leibold, deceased, to enforce what plaintiff conceived to be a public trust. To review an adverse judgment, the plaintiff brings error.
Affirmed.
Gail L Ireland, Atty. Gen., H. Lawrence Hinkley, Deputy Atty. Gen and Berton T. Gobble, Asst. Atty. Gen., for plaintiff in error.
Foster Cline, of Denver, for defendant in error.
A suit by the Attorney General, to enforce what that distinguished public official conceived to be a public trust. The underlying basis of the claim is a will (presently to be set forth), joint in form, and purportedly executed by Frederick J. Leibold and Bertha M. Leibold, husband and wife, and in which each devised and bequeathed to the other their respective estates. In addition thereto, proceeding by paragraph Seventh thereof, divided into subparagraphs (a) (b), (c), (d), (e), and (f), the parties created a trust, declared the purposes thereof, designated the beneficiaries, and appointed a trustee to administer it. It is provided that, for the purposes set forth in the said subparagraphs, and upon the death 'of the one last surviving that the remainder of the entire estate, we give, devise and bequeathe in trust,' to the International Trust Company of Denver. Hereafter, for convenience, we shall refer to the Leibolds as Frederick and Bertha. The will is as follows:
Frederick departed this life November 29, 1935, and in due course the will in question was admitted to probate as his last will and testament. Bertha qualified as executrix of the estate, administered it, and on its closing received the entire assets thereof. On the death of Bertha, March 11, 1942, the same will again was offered for probate, but probate was denied because of lack of statutory proof that she had executed it as her last will and testament. On the theory that Bertha had died intestate her estate was administered by defendant in error as administrator, and the over-all question is whether he shall make distribution of the net estate to Bertha's heirs, as he contends is his duty, or pay it to the trustee named in the will, as the Attorney General insists should be his course. From the evidence received, it reasonably appears that Bertha's signature is on the purported will in the appropriate place therefor, immediately following that of Frederick, but it further appears from the testimony of the only living subscribing witness to the will, that she did not sign it in his presence, nor was she present at all when, at the request of Frederick, he and the other subscribing witness signed it. Furthermore, the testifying subscribing witness did not recall that Bertha's signature was on the will when he signed it, nor would he know her signature. That she did not execute the will in the required form, as the trial court here found, and unmistakably appears, is consistent with the order of the county court when probate of the will was denied by that tribunal.
Frederick having made a valid will containing the trust clause, and Bertha having signed the same will containing the same clause, Did she, notwithstanding her intestacy, make a valid agreement with Frederick, enforceable in equity? The trial court thought not. The circumstances surrounding the execution of the will, since it purported to be a joint one, are extraordinary. Frederick appeared in an office without his wife, the office of a long-time business associate, the testifying subscribing witness Herr, and producing the will, said: That was all he said. Thereupon the two witnesses signed. Upon the second attempted probate, and perhaps, for all that is disclosed by the record, at the original probate proceedings the name of Bertha appeared signed to the will. There was testimony from the witness Herr that he did not recall if her name was signed when he witnessed the will; thus, the circumstances as to when she signed are...
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...Stevens v. Myers, 91 Ore. 114, 177 P. 37, 2 A.L.R. 1155; Deseumeur v. Rondel, 76 N.J.Eq. 394, 402, 74 A. 703; Ireland v. Jacobs, 114 Colo. 168, 163 P.2d 203, 161 A.L.R. 1413; Menke v. Duwe et al., 117 Kan. 207, 230 P. 1065; Rastetter v. Hoenninger, 214 N.T. 66, 108 N.E. 210; Manrow v. Deven......
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..., ¶ 16 ; The Law of Trusts and Trustees § 411 ; Scott and Ascher on Trusts § 37.3.10, at 2431-35; see Ireland v. Jacobs , 114 Colo. 168, 170-71, 179, 163 P.2d 203, 204-05, 208 (1945) (proposed trust to create a college scholarship fund was a public trust which the Attorney General could enf......