Wright v. James
Wright v. James
Opinion of the Court
Opinion
On September 21, 1971, Maizie Helmar died at Carbon-dale, Colorado, leaving an estate consisting of both real and personal
“LAST WILL AND TESTAMENT
5401 West Olympic Blvd.,
Los Angeles, Calif.
September 6, 1971.
I, MAIZIE HELMAR, a resident of Los Angeles, County, California, of sound mind, over the age of eighteen years, abd bit [sic] acting under duress, menace, fraud, nor undue influence of any person, do make, publish and declare this instrument to be my LAST WILL AND TESTAMENT, as follows:”
The words “as follows,” italicized above, and the balance of the purported will were entirely written and the document is dated in decedent’s handwriting, except for the typewritten characters “e3” appearing at the top of the third and final page. A contest to the probate of said purported will was filed by five of deceased’s first cousins alleging that the document in question was not a valid will. Following trial by the court the purported will was rejected and denied probate. In so ruling the court found as follows:
“6. The September 6, 1971 document was partially typewritten on pages 1 and 3 thereof and partially handwritten with said handwritten portions thereof being in the handwriting of the deceased.
“7. The typewritten portions of said September 6, 1971 document were intended by the deceased to be incorporated into said document as a material part thereof.
“8. The typewritten portions of said September 6, 1971 document prevent such document from being entirely written, dated and signed by the hand of the deceased herself as required by Probate Code § 53.”
Faye Wright as executrix, and the Self-Realization Fellowship Church as a named beneficiary, appeal from the judgment. The sole issue on appeal is whether or not the document should have been admitted to probate as a valid holographic will complying with terms of section 53 of the Probate Code.
The argument is made that the typewritten portions found on pages 1 and 3 were “not incorporated in the provisions which are in the handwriting of the decedent” and should therefore not be considered as any part of the writing, thus qualifying the document as a holographic will in accordance with section 53. We do not agree.
The current policy of the law with respect to the construction of wills is stated in Estate of Baker, supra, 59 Cal.2d 680 at page 683, as follows: “The policy of the law is toward ‘a construction favoring validity, in determining whether a will has been executed in conformity with statutory requirements.’ (Estate of Janes (1941), supra, at p. 515 [6] of 18 Cal.2d [116 P.2d 438]; see also Estate of Williams (1961) 198 Cal.App.2d 238, 241 [4] [17 Cal.Rptr. 716].) Further, ‘the tendency of both the courts and the Legislature has been toward greater liberality in accepting a writing as an holographic will [citation]. . . .’ (Estate of Wunderle (1947), supra, at p. 280 [7] of 30 Cal.2d [181 P.2d 874].) And as declared in Estate of Bower (1938) 11 Cal.2d 180, 187 [78 P.2d 1012], ‘the mere presence of printed matter on the paper is not fatal to the validity of an holographic will written thereon if such printed matter be not included or incorporated, directly or indirectly, in the will as written by the hand of the decedent.’ ” Baker goes on to hold that the printed unobliterated words “Modesto, California,” located above and a printed hotel advertising slogan located below a document otherwise handwritten on hotel stationery did not invalidate the writing as being a valid holographic will. While Baker and other cases cited by proponents indicate a trend toward judicial liber
In considering the document in the instant case we are compelled to the conclusion that the typewritten portions thereof were incorporated by decedent into the handwritten portion and were intended by the testatrix to be a part of her will. The document bears the caption at the top of the first page, “Last Will and Testament.” In the typewritten introductory clause which follows the decedent expressed a desire to make a testamentary disposition of her property. The introductory portion was tied into the balance of the document by the handwritten words “as follows.” The three pages all contained material essential to the intended testamentary disposition and the typewritten portions were thus physically “incorporated in the provisions” by the decedent herself.
Proponents also argue that nothing in the typewritten portion is essential to its testamentary character and may be disregarded, thus rendering the balance valid as being entirely handwritten. This would be true if those portions were both not relevant to the decedent’s testamentary intent and there was no actual reference to or express incorporation of the typewritten portions in the document. These two requirements are found in Baker, supra, at page 685, where the court said: “Here, there is no actual reference to or express incorporation of the mooted two words, and they are no ; more relevant to the decedent’s testamentary intent, or to the dispositive meaning or adequacy of the codicil, than are the words of the advertising slogan printed at the bottom of the paper.” While it may be that the type
The judgment is affirmed.
Schweitzer, J., concurred.
Section 53 of the Probate Code provides: “A holographic will is one that is entirely written, dated and signed by the hand of the testator himself. It is subject to no other
Dissenting Opinion
I dissent. In my opinion the handwritten portion of the document before us should have been admitted to probate as a valid holographic will. The majority decision misconstrues the governing statute, Probate Code section 53.
The sole question on this appeal is whether the partly typed and partly handwritten document submitted to the probate court contains within it a valid holographic will—namely, one “entirely written, dated and signed” by the hand of the testatrix herself. Under Probate Code section 53 these are the only requirements of form and “[n]o address, date or other matter written, printed or stamped upon the document, which is not incorporated in the provisions which are in the handwriting of the decedent, shall be considered as any part of the will.” (Italics added.) To “incorporate” means essentially to include within as a part thereof. (See The Random House Diet, of the English Language (1966), p. 721.)
As indicated in the majority opinion the document before us starts with a typewritten heading, exordium,
My colleagues apparently agree with me that Estate of Baker, supra, 59 Cal.2d 680, controls our decision in this case. They, therefore, quote much of its liberal approach to the construction of section 53, but they seek to confine Baker entirely to its own facts and ignore an essential part of its rationale. They ignore the following language in Baker appearing at page 685: “We hold this to be true even if it be inferred that, because decedent’s earlier witnessed will and codicil contained the words ‘Modesto, California,’ decedent may have believed that designation of locality was necessary in a testamentary document. It would unreasonably advance form over substance to hold that such a mistaken belief, if it existed, would defeat the testator’s clearly, and otherwise validly, expressed testamentary intent.”
Baker construes section 53 correctly. Unless the non-handwritten matter, whatever it may be, is incorporated in the handwritten provisions of the document, this matter is not to be considered as any part of an otherwise valid holographic will.
Appellants’ petition for a hearing by the Supreme Court was denied August 22, 1973. Tobriner, J., and Mosk, J., were of the opinion that the petition should be granted.
In this respect the document resembles (except for the handwritten fill-ins there) the will which our Supreme Court refused to admit to probate as a valid holographic will in Estate of Bower, 11 Cal.2d 180, 182 [78 P.2d 1012], Bower, however, was overruled in Estate of Baker, 59 Cal.2d 680, 686 [31 Cal.Rptr. 33, 381 P.2d 913], to the extent its statements or implications were contrary to the views stated in Baker.
H say this because the testatrix wrote in her own hand immediately under the “e 3” “Last Will and Testament of Maizie Helmar, Sept. 6, 1971.”
The connecting words between the two portions “as follows” refer to what follows (the handwritten portion, aside from “e 3”) and not to what precedes these words, namely, the typewritten portion.
Reference
- Full Case Name
- Estate of MAIZIE HELMAR, FAYE WRIGHT, as etc., and v. EDITH JAMES, and
- Cited By
- 1 case
- Status
- Published