Korsstrom v. Barnes

Decision Date05 February 1909
Docket Number1,568.
Citation167 F. 216
PartiesKORSSTROM v. BARNES et al.
CourtU.S. District Court — Western District of Washington

Fenton & Crews and W. H. Bard, for complainant.

Max C Wardall, H. D. Moore, and F. T. Reid, for defendants.

HANFORD District Judge.

The complainant, who is admitted to be a sister and the sole heir of Charles A. White, deceased, attacks the validity of her brother's will, and the object of her suit is to recover possession of his estate, or the residue thereof, remaining in the hands of the executors named in his will. The will was executed in this state by the testator, who was a citizen of this state, and who died leaving real and personal property in this state admitted to be of more than $50,000 value. The testator died in this state in the year 1898, and thereafter his will was duly admitted to probate and letters testamentary were issued by the superior court for King county to the defendants, they being the executors named in a codicil, and they have acted as such executors and as trustees under the will, and admit that they now have the title to and possession of part of the estate. The following is a copy of the material parts of the will:

'I Charles A. White of the city of Seattle, county of King state of Washington, being of sound mind and memory, do hereby make, publish and declare this to be my last will and testament, that is to say:

'First: I direct that my body be embalmed and cremated as soon as possible after my death, at the nearest crematory existing at the time to the place of my decease.
'Second: I direct that my funeral expenses, the expenses of my last sickness, and cremation, and all debts owing by me, be paid as soon as possible after my decease and out of the first moneys that shall come to the hands of my executors, hereinafter named, from any portion of my estate, real or personal.
'Third: All the rest, residue or remainder of my estate, real, personal and mixed, wherever situated, I give and bequeath to my executors, Frank I. Blodgett and Henry W. Stein, or the survivor of them, in trust nevertheless and upon the following conditions, to-wit:
'That the said trustees or the survivor of them as speedily as consistent with the best interest of my estate, shall sell all the property belonging to my said estate, and after paying the necessary and proper expenses of said trust, pay the proceeds of said sale to the Trustees of the Theosophical Society at Adyar, Madras, India, or wherever the said Theosophical Society may be located, appointed or acting under a deed of trust, dated the 14th day of December, A.D., 1892, and duly enrolled.
'And I direct that the receipt of the said trustees or the reputed trustees for the time being, shall be sufficient discharge for the said legacy. It is my express will that the said legacy to the said Theosophical Society in India be used for the purpose as far as possible in obtaining translations into English of the ancient Hieratic Scriptures, believed to exist in India and elsewhere, for the use of the Theosophical Society, and its branches all over the world.
'Fourth: It is my will, that upon my death this my will shall be proved as such in the superior court for the county of King, state of Washington, and order of probate thereof obtained, and that no further proceedings be had or taken in the matter of this my will nor in the matter of my estate by said superior court, tribunal or officer whatsoever; and it is my will that, upon my death my said executors forthwith enter into possession of my estate, and the whole thereof, and that absolute title rest in my said executors, hereinafter named; in trust however as hereinbefore provided, without any other or further proceedings in or on the part of said superior court, board, tribunal or officer whatsoever; and shall be managed by them without accountability therefor, or supervision thereof, or control thereof, of any other court, board, tribunal or officer whatsoever.
'Fifth: I further direct that my said executors pay no claim or claims that may be made by my former wife, Elin M. C. White, or whatever her name may be, except in accordance with my statement of accounts, hereto attached, unless otherwise ordered in a court of justice, having competent jurisdiction.
'Sixth: I hereby nominate and appoint as the executors of this my will and testament, Frank I. Blodgett and Henry W. Stein, both of Seattle, Washington, and direct that they be not required to give bonds.
'Seventh: I hereby revoke all former wills made by me.'

This court has heretofore decided that the will is a valid testamentary conveyance of all the property and pecuniary rights of the testator to the executors as trustees, and that the complainant cannot prevail in an action at law to recover possession of the estate (156 F. 280); and in a separate suit the court has rendered a decree establishing the superior right, in equity, of purchasers in good faith from the executors and trustees of part of the real estate; and in a preliminary stage of this case, the court has decided as follows:

'The will is valid as a testamentary conveyance of property, and the legal title to all of the testator's property became vested in the defendants Barnes and Stein as trustees, with full power to sell all of it at their discretion for the purpose of converting it into money for the benefit of the estate. The bill contains no specific charge of fraud, or breach of trust, sufficient to justify a decree annulling any sale or contract of sale made by said trustee defendants. Therefore the vendees have good titles as against the complainant.
'The bequest of the residue of money remaining after complete administration of the estate to trustees of the Theosophical Society is void for uncertainty in two important particulars, viz.: The legatees cannot be identified; and the intended use of the bequest cannot be ascertained or defined so as to be declared a charitable use, which can become effective through the exertion of the power of a court of equity to assume control of trusts, appoint trustees when required, and direct application of funds according to declared intentions of donors, or by the cy pres rule. Therefore, the defendants Barnes and Stein must be held accountable for the money belonging to the estate as trustees of the testator's heirs.'

That decision was made upon consideration only of the will itself and averments of the bill of complaint, and since it was rendered the defendants have filed an answer, and the case has been submitted for final determination upon the bill and answer.

In rendering a decision upon the bill and answer, the court must accept as true all the averments of the answer as to the disposition made of the estate, and as to the honesty and good faith of the defendants, so that the rights of the parties to be adjudicated relate only to the residue of the estate, which the defendants now hold.

The material facts admitted by the answer are as above recited and the controverted points are as follows: In the tenth paragraph of the amended bill of complaint, the complainant avers, in effect, that there was not at the time of the execution of the will, nor at the time of the death of the testator, nor has there been at any time since the execution of...

To continue reading

Request your trial

VLEX uses login cookies to provide you with a better browsing experience. If you click on 'Accept' or continue browsing this site we consider that you accept our cookie policy. ACCEPT