Kurtz v. Heyes
Kurtz v. Heyes
Opinion of the Court
Frank J. Cook died testate at Los Angeles on June 29, 1941. Surviving him were Ethel G. Cook, his widow, and Loretta Cook Kurtz, his daughter by a former marriage and his only other heir at law, appellant herein. Subsequent to his death and on August 1, 1941, his widow was declared to be an incompetent person in proceedings had therefor and Irma C. Heyes was appointed guardian of her person and estate. Thereafter and on March 25, 1942, said incompetent deceased intestate at Los Angeles leaving property and estate now in the course of administration. Prank J. Cook left a brief holographic will wherein he mentioned his daughter and two brothers and a sister without naming any of them, all of whom later appeared and identified themselves as Loretta Cook Kurtz, daughter, Joseph L. Cook, Walter R. Cook and Loretta Cook McNeill, brothers and sister respectively. The present controversy arises over the construction of the will of Prank and his intent to be drawn therefrom, that is, whether he intended an outright grant of the fee of his estate to his wife Ethel, or whether he intended to grant her no more than a life estate with the remainder at her death over to his daughter and his two brothers and sister in the preportions set forth.
The will reads as follows: “All I have goes to Ethel the best wife a man could have. My passing out is no reflection on her but the result of a guilty conscience and a selfish mispent life. At her death I would like my sister and brothers asá get at least 2000.00 each of my money and the balance to go to my daughter. Frank J. Cook 6/29/41.’’
The appeal is by Loretta Cook Kurtz from the decree, which ordered the payment of legacies of $2,000 each to the sister and two brothers and distributed the remainder of the estate to appellant; also from an order for the sale of certain stocks of the estate to obtain funds for payment of the legacies.
Appellant in her opening brief states that although it would
The principal question is whether it was the intention of the testator to leave his estate to his wife during her lifetime, with remainder over to his daughter, appellant, subject to the payment of legacies to his sister and brothers, or to leave it absolutely to his wife, with the expression of his desire that she make provision for his sister, his brothers and his daughter to the extent stated in the will.
We have accepted as a guide and as a basis for an analysis of the will the statement in Estate of Marti, (1901) 132 Cal. 666 [61 P. 964, 64 P. 1071], as follows (p. 671) : “While the desire of a testator for the disposition of his estate will be construed as a command when' addressed to his executor, it will not, when addressed to his legatee, be construed as a limitation upon the estate or interest which he has given to him in absolute terms.” From our study of the cases it appears that the rule, broadly stated, is that when the person to whom a request is directed has nothing to do but to carry it into effect, which is usually true in the case of an executor, it will be deemed mandatory, but that if the desire is so stated as to indicate the testator’s intention to merely influence and not control some future action to be taken by the person addressed, as is usually the case where such person is a beneficiary, the expression will be construed as precatory or as not effecting a testamentary disposition. We have reached the conclusion that the latter interpretation is the correct one and that the decree should be reversed.
The words “All I have goes to Ethel” are positive, unequivocal, and complete in -themselves. What follows is not stated by way of qualification but merely as a request. In the final sentence the words “at least” are the significant ones. They unmistakably indicate an intention that the wife would be called upon to act affirmatively with respect to carrying into effect the wishes of the testator. A man does not make a present disposition of his property by saying, “I give to my sister and to each of my brothers ‘at least’ $2,000 and the balance to go to my daughter,” but that language would be quite appropriate for the expression of a request.
In Estate of Tooley the will read:
“I give all my property at my death to my daughter Logan Mattie Tooley.
“If at her death she has neither husband or children I desire any property that may be left divided equally among my sisters and brother.
“Martha L. Tooley.”
In Estate of Mayne the will read:
“In ease of my accidental departure of this life, I leave all my property to my husband, Frank K. Mayne.
“To be carefully kept and finally divided equally between Frances and Walter—if any remains after Frank’s passing on.
“Lucy Cushman Mayne.”
In Estate of Marti, supra, the will left all of the husband’s estate to his wife, named her as executrix, and provided: “Upon the death of my wife, I desire that one half of the property bequeathed to her shall be devised by her to my relatives.”
In Estate of Goldthwaite, supra, the will left the son’s home and furnishings to his father and was supplemented by a writing reading as follows:
“March 28, 1931.
“Father—
“If anything should happen to me (die or be killed) enroute to or from California, or while there, will you do me the everlasting favor of giving one-half the proceeds from the sale of my house and furniture to Mary Johnson, 55 Pineapple St., Brooklyn, N. T. As you know if you ever get this, the entire house and furniture is willed to you, but I love Mary very much and would like to have her have one-half.
“Thanks, Father.
“Spen
“ (Spencer Goldthwaite) ’ ’
“I hereby witness that the above was written by Spencer*381 Goldthwaite on March 28, 1931, and that the above is his own signature.
“Robert T. Furman, Jr.”
The foregoing cases have been selected by counsel as typical of many others with which they are in harmony and they are sufficient for our use in pointing out what we consider to be the controlling fact in all of them. Under the Tooley and Mayne wills the persons to whom the respective requests were directed had nothing to do but to execute the desires of the testators which were complete in themselves. In the Marti case the widow was to devise one-half of the remainder of the property to the relatives of the deceased husband. In the Goldthwaite case the beneficiary was asked as a favor to the testator to give a part of the estate to “Mary.” In each of the latter cases whatever, if anything, of the property disposed of by the will would eventually be received by the objects of the testator’s solicitude would go, not by force of the will but by reason of the action of the beneficiary which the testator had sought to influence. In that respect the will before us is not to be distinguished in principle from the one in Estate of Marti, supra. The testator there expressly stated that he wished his wife to divide the remainder of the estate by will; in our case the same thing is necessarily implied. Under the Marti will the remainder was to go to the relatives of the testator, who were not named in the will. In our case the relatives of the testator were identified in the will, but the division was left to depend upon the volition of the wife, to be exercised according to her own desire.
In determining what purpose the testator endeavored to express in his will, we should not overlook the feelings that he had toward his wife at the time he wrote the will, for it appears from his reference to her that his affection for her was great and his confidence in her complete. Considering these facts, words of suggestion to her would seem to be more consistent with his expressed regard for her than would words of command.
If there were any doubt as to the proper construction of the will, we think it should be resolved in appellant’s favor by reason of the provisions of section 104 of the Probate Code, which reads as follows: “A clear and distinct devise or bequest cannot be affected by any reasons assigned therefor, or by any other words not equally clear and distinct, or by inference or argument from other parts of the will, or by
In order to provide funds for payment of the legacies the court ordered the sale of certain corporate stocks, this being one of the terms of the order for distribution. Loretta Cook Kurtz appeals from that portion of the order, as well, and it must be reversed in view of our holding that the entire estate is distributable to the estate of Ethel G. Cook, widow of Prank J. Cook. It is unnecessary to consider the further contention of appellant that the court had no jurisdiction to make the order appealed from in the estate of Prank J. Cook instead of ordering distribution to the estate of Ethel G. Cook for further proceedings.
The order for sale of property and decree of distribution are reversed with the direction that distribution be made to the estate of Ethel G. Cook, deceased.
Wood (Parker), J., and Shaw, J. pro tern., concurred.
A petition for a rehearing was denied May 18, 1943.
Reference
- Full Case Name
- Estate of FRANK J. COOK, LORETTA COOK KURTZ v. IRMA A. HEYES, as Administratrix, etc.
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