Estate of Strickman
Estate of Strickman
Opinion
The sister and nieces of Rose Strickman, deceased, appeal from an order admitting her will to probate, following a nonjury trial of their will contest. (Prob. Code, §§ 370-373)
On December 11, 1962 decedent executed a three-page typewritten will, prepared for her by attorney Ralph Nathanson. All of the dispositive provisions are set forth on pages 1 and 2. Page 3 contains the appointment of Nathanson as executor and Max Brown as alternate executor, a request that any surviving pets be placed in suitable homes, a signatory line for the testatrix, an attestation clause, and two signatory lines for the witnesses. No question is raised as to the validity of the execution of the will.
In the summer of 1963, the testatrix decided to substitute Brown for Nathanson as executor. She took the will to Brown's home and discussed the matter with him and his wife. She told them that the reason for the change was "due to the fact that the executor at that time was an attorney and she was leaving all her money to charity, and knowing how the attorneys worked, that the money would soon become dissipated and the charities would get very little."
The testatrix also stated that she desired to change the request concerning pets by providing that they be put to a "merciful death," explaining that her dog was very old.
Mrs. Brown had a typewriter in her home and agreed to type up a new page 3. The testatrix left the will with Mrs. Brown so that she could use the original page 3 as a form from which to copy. The will was then in the same physical condition as it was at the time of its execution, with the three pages thereof stapled together and to a back cover bearing the typed name of attorney Nathanson's law firm.
After typing the revised page 3, Mrs. Brown delivered it and the will (intact) to the testatrix. Shortly thereafter the testatrix detached the original page 3 from the will and inserted the revised page 3 in its place.
This appears from the testimony of one Ernst Sommer, who was asked by the testatrix to act as a witness to what she stated was her "changed" will. He read it over and agreed to so act. His signature as such witness appears on the revised page 3. At some later time one Joseph J. Hirsch apparently *Page 471 signed his name on said page as the second witness. It was never signed by the testatrix.
It is agreed that this page is ineffective for any purpose other than to throw light on the testatrix's intention with respect to the changes which she desired to make in her will.
After the testatrix's death on January 24, 1965, there was found in her safe deposit box the original pages 1 and 2, the revised page 3, and the back cover. These pages had been arranged in the order of their respective numbers and were coupled to the back cover with paper clips. The original page 3 was never found.
On the trial of the will contest (Prob. Code, §§ 370-373) the December 11, 1962 will, in its entirety, was admitted to probate. Its due execution was proved by the two subscribing witnesses thereto, as required by Probate Code section
In order to prove the original page 3 as a "lost or destroyed" part of said 1962 will, it is necessary to comply with the provisions of Probate Code section
This section provides: "No will shall be proven as a lost or destroyed will unless proved [by the proponent thereof] to have been in existence at the time of the death of the testator, or shown to have been destroyed by public calamity, or destroyed fraudulently in the lifetime of the testator, without his knowledge; nor unless its provisions are clearly and distinctly proved by at least two credible witnesses."
Neither "public calamity" nor fraudulent destruction is involved herein and, as we have seen, there is no proof that the original page 3 was in physical existence at the time of the testatrix's death. Therefore, unless the word "existence," as used in section
In Estate of Bristol (1943)
Chief Justice Traynor (then Associate Justice) wrote the dissenting opinion, stating: "There is no evidence in the present case to support the finding that the codicil was in existence at the time of the testator's death." (P. 231.)
After concluding his analysis of this decisive issue, Justice Traynor went on to state, by way of "clarification," that section
[2] Thus, in the instant case, section
"Compliance with the substantive provisions that determine the status of the will as an executed instrument is not enough to render the will operative as a conveyance. . . . for it cannotbe probated if the requirements prescribed in the code for the probate of [lost or destroyed] wills cannot be met." (23 Cal.2d, at pp. 235-236; italics ours.)
In an article entitled "Statutory Restrictions on Probate ofLost Wills," Professor W.W. Ferrier, Jr. discusses the question of whether the word "existence," as used in section
Justice Traynor explains the rationale of the California rule, although not using the terms "legal existence" and "physical existence."
"In section
We have thus concluded that, although the three-page will of 1962 was validly executed, page 3 thereof cannot be probated because it was no longer in physical existence at the time of the death of the testatrix.
[3a] The fact that it was the third or signatory page which was missing does not in our opinion create any different legal problem than if it were the second page that was missing.
We give this example: Suppose the testatrix had desired to revoke one of the specific bequests appearing on page 2 and had asked Mrs. Brown to retype that page, eliminating such bequest; then, assuming the other circumstances are parallel to those present here, it would be our opinion that the first and third pages could be probated but that the second page could not.
While an unfortunate aspect of such a situation is that all
of the specific bequests contained on page 2 would fail, we see no way of avoiding the procedural requirement of section
It is well settled that there can be a partial revocation of a validly executed will. In Estate of Martens,
The same result should obtain in the instant case. Here the *Page 474 testatrix made an ineffectual attempt to change executors and to have her aged dog put to a "merciful death" instead of being placed in a "loving" home. It is completely clear that she never intended to nor did she ever make any other changes in the provisions of her will, all of which other provisions are set forth on pages 1 and 2 thereof.
The trial court adopted the theory of dependent relative revocation and revived the 1962 will in its entirety. However, under either this theory or the theory of partial revocation, the same result obtains. Page 3 of the 1962 will cannot be probated
because it cannot be proven "to have been in [physical] existence at the time of the death of the testator." (§
[4] Under such circumstances we see no reason to go into any lengthy discussion of the doctrine of dependent relative revocation, the purpose of which is "to carry out the probable intention of the testator when there is no reason to suppose that he intended to revoke his earlier will if the later will became inoperative." (Estate of Kaufman,
[3b] What was said in Kaufman, supra, is particularly appropriate here: "Since the second will was virtually identical with the first in the disposition of the testator's estate, it is clear that the first will was revoked only because the second duplicated its purpose and that the testator would have preferred the first will to intestacy as to a substantial part of his estate." (25 Cal.2d, at 860.)
Respondent points out that in Estate of Cuneo, supra, the doctrine of dependent relative revocation was applied in a situation in which the original will was destroyed by the testatrix and a copy thereof was admitted in evidence.
However, section
Our conclusion is that, under either of the two theories discussed above, pages 1 and 2 of the will duly executed by the testatrix on December 11, 1962 are entitled to be probated as the will of said testatrix.
Appellants have not raised any issue as to the appointment of Max Brown as executor and we see no reason to discuss it. *Page 475
The order admitting the will to probate is modified by deleting paragraph 2 therein2 and inserting in place thereof the following: "That pages 1 and 2 of the document dated December 11, 1962, and filed herein on March 1, 1965, are admitted to probate as decedent's last will."
In the interests of justice, costs on appeal are to be paid by and out of decedent's estate. (Rule 26(a), California Rules of Court.)
Shoemaker, P.J., and Taylor, J., concurred.
Reference
- Full Case Name
- Estate of Rose Strickman, Sarah Siegel, and v. Max Brown, as Etc., And
- Cited By
- 3 cases
- Status
- Published