Estate of Smith
Estate of Smith
Opinion of the Court
This is an appeal by contestants from a judgment admitting a will to probate.
The facts are not in dispute. The questions presented concern the legal effect of an alleged revocation of the will and the correctness of the court’s ruling admitting evidence over objection of the testatrix’ declarations bearing upon her revocatory intent.
On July 22, 1942, the decedent, then about 58 years of age and describing herself as a widow without descendants, executed a duly attested typewritten document consisting of two pages which she declared to be her last will and testament. By this instrument she purported to leave her entire estate to Pomona College to establish the Katherine Allen Smith Scholarship Fund, and to appoint Ernest E. Jones, treasurer of the college, as executor. She deposited the executed will with her attorney and retained in her own possession an unexecuted carbon copy. She died on January 5, 1946, without recalling the executed document from her attorney’s posses
On January 14, 1946, Virgil L. Catching, son of a living sistér of the decedent’s former husband Smith, and a resident of Los Angeles County, filed a petition for letters of administration as a creditor of the estate. On January 30, 1946, the public administrator of the county filed a' petition for letters. Each petition indicated that the heirs of the decedent were unknown. On January 31, 1946, Peter Gross filed a petition for letters of administration alleging the kinship of himself and his sister. In each of the foregoing petitions it was stated that due search and inquiry disclosed that the decedent hád not left a will.
On March 7, 1946, Ernest E. Jones, named as executor in the will of July 22, 1942, petitioned for the probate of that instrument and for the issuance to him of letters testamentary. This petition also set forth the revocatory instrument written, dated and signed by the decedent on July 10, 1945, but sought its rejection on the ground that it was not executed in accordance with statutory requirements and that at the time of its execution the decedent did not have testamentary capacity. Peter Gross and Mary Schmitt filed their objections and contest based on the asserted validity of the revocation of July 10, 1945.
A hearing was had on the contest and the answer thereto.
The record does not show that the issue of testamentary incapacity of the decedent in July, 1945, was pressed and the court made no finding thereon. The court found and concluded that the decedent did not intend by the writing of July 10, 1945, to revoke her will. That finding was based on evidence introduced over objection of certain circumstances and declarations of the decedent. The evidence which was thus deemed to bear upon the revocatory intent and in effect to cancel the writing of July 10, 1945, consisted of the following:
In the latter part of June, 1945, Virgil L. Catching, in a conversation with the decedent about his uncle (decedent’s former husband), asked if she intended to make reimbursement for moneys expended by her “in-laws” for taxes and other items for the home. The decedent stated her intent substantially as declared in her executed will. The nephew expressed a doubt that she had sufficient to do “much good along that line”; that it might be “kind of foolish,” and that since there were so many of her “in-laws” who had helped her out from time to time she should make some provision for them. Another conversation was had between them when the decedent was in the hospital and six days prior to her death, wherein she stated that her attorney had all the papers pertaining to her estate with instructions as to what to do, that she wished to be buried “in the same order or building” as her parents, and that she was leaving her home to Virgil and his mother. There was testimony that on several occasions the decedent said that she had no living relatives. It appeared that the last times she heard from Peter Gross and Mary Schmitt were 40 and 25 years ago respectively. Subsequent to the revocatory writing the decedent stated to Virgil’s mother that her will and other papers were in the custody of her attorney, and that she would like Virgil and her (Virgil’s mother) to have her home. In December, 1945, the decedent told the mother that she had made a will giving all her property to Pomona College to endow a scholarship. About August, 1945, in a telephone conversation with her attorney the decedent was reminded that her papers were in his possession to which she replied, “Yes, I know that.” It also
A will may be revoked by an express written declaration of that intent executed with the same formalities required for the execution of a will. (Prob. Code, §74 (1).) The contestants urge that the formalities were here complied with, that is, that the revocation of July 10, 1945, was entirely written, dated and signed by the hand of the testatrix and that it was entitled to be admitted to probate as a valid holographic instrument. (Prob. Code, § 53.)
It is conceded, as the court found, that the writing of July 10, 1945. including the date and signature, was by the hand of the decedent. It is also conceded that if she had specifically referred in that instrument to the will of July 22, 1942, as the will intended to be revoked, no question could arise as to the effectiveness of the writing as a revocation. But the proponents of the will urge that without the specific reference the holographic writing is ineffective as a revocation.
The mere writing of the revocation clause across the face of the typewritten copy of the will of July 22, 1942, did not destroy its authenticity as a valid holographic instrument. The typewritten portion of the paper had nothing to do with the holographic writing as such. The holographic instrument was self-contained and the typewriting on the sheets is therefore deemed not a part of it. (Prob. Code, § 53, Estate of Oldham, 203 Cal. 618 [265 P. 183]; Estate of De Caccia, 205 Cal. 719 [273 P. 552, 61 A.L.R. 393]; Estate of Atkinson, 110 Cal.App. 499, 502 [294 P. 425]; cf. Estate of Thorn, 183 Cal. 512 [192 P. 19]; Estate of Bernard, 197 Cal. 36 [239 P. 404]; Estate of Bower, 11 Cal.2d 180 [78 P.2d 1012].)
The holographic writing was made across the copy of the typewritten will for the sole purpose of identifying the will intended to be revoked. That purpose is made certain by the use of the words “this will” in expressing the revocatory intent. It has long been settled in this state that either a holographic or an attested testamentary instrument may refer to and incorporate another testamentary instrument executed with different statutory formalities or an informal or unattested document, so long as the reference is unmistakable or with the aid of extrinsic proof can be made so. (Estate of Skerrett, 67 Cal. 585 [8 P. 181]; In re Soher, 78 Cal. 477
Once it is determined that the decedent revoked her prior will by the writing of July 10, 1945, there is no room for speculation. Therefore the evidence received of extraneous occurrences and declarations claimed to bear upon the intent to revoke cannot overcome the valid express revocation. It is said in 4 Page on Wills, page 665, with- citation of cases, that declarations of the testator are not admissible to show that an express revocation clause was not intended to revoke a prior will. The statement relied on from Estate of Thompson, 44 Cal.App.2d 774, 776 [112 P.2d 937], that declarations of a testatrix are admissible on the issue of revocation, standing alone, is too broad. That rule is applied, as it was in that case, where it is sought to establish a lost or destroyed will; or iii the case of a will executed in duplicate one executed copy of which was destroyed (Estate of Janes, 18 Cal.2d 512 [116 P.2d 438]; Managle v. Parker, 75 N.H. 139 [71 A. 637, Ann. Cas. 1912A 269, 24 L.R.A. N.S. 180]); or to explain cancellation marks on the original will not amounting to an express revocation (Estate of Olmsted, 122 Cal. 224 [54 P. 745]. See also eases collected in note, 24 L.R.A. N.S. p. 180, 79 A.L.R. 1493, 1496). The basis of the rule in such cases is that the act of the testator is ambiguous and is explainable by his declarations. It is the rule which applies
On this record all that was properly before the court was a duly executed express revocation of a prior will, which presented a case of intestacy and called for the issuance of letters of administration to the party entitled thereto. (Luckey v. Superior Court, 209 Cal. 360, 365 [287 P. 450].)
Those portions of the judgment admitting to probate the instrument of July 22, 1942, granting letters testamentary thereon, denying admission to probate of the holographic revocation of July 10, 1945, and denying the petition of Peter Gross for letters of administration are reversed.
Gibson, C. J., Edmonds, J., Carter, J., Traynor, J., and Spence, J., concurred.
Dissenting Opinion
I dissent. The majority opinion is essentially based on the statement that “The facts are not in dispute. ’ ’ But according to the record as I view it the facts are in dispute.
The crucial question in the case is whether the decedent executed the alleged revocatory instrument with intent to effect revocation of the will of July 22, 1942. Without such intent the later writing would be wholly ineffective. Since the decedent alone could have given direct evidence of her intent, and since her lips are stilled, resolution of the question must depend upon indirect or circumstantial evidence or upon rules of law as to- the burden of proof. Since the due execution of the will was established the burden was upon contestants to prove the animus revocandi of the testatrix. The evidence upon this subject is in substantial conflict, at least in relation to the inferences to be drawn from the circumstances shown. An inference, of course, is evidence. (Code Civ. Proc., § 1957.)
The evidence upon which the trial court made its findings of fact, including the evidence as to the declarations of the testatrix, was competent to that end. (Estate of Thompson (1941), 44 Cal.App.2d 774, 776 [112 P.2d 937].) Under such circumstances it is our duty to affirm the judgment. (Estate of Bristol (1943), 23 Cal.2d 221, 223 [143 P.2d 689]; Gate v. Certainteed Prod. Co. (1943), 23 Cal.2d 444, 448 [144 P.2d 335]; Estate of Teel (1944), 25 Cal.2d 520, 526 [154 P.2d 384]; Fackrell v. City of San Diego (1945), 26 Cal.2d 196, 207 [157 P.2d 625, 158 A.L.R. 625]; Viner v. Untrecht (1945), 26 Cal.2d 261, 267 [158 P.2d 3]; Pewitt v. Riley (1945), 27 Cal.2d 310, 313 [163 P.2d 873]; De Young v. De Young (1946) 27 Cal.2d 521, 526 [165 P.2d 457]; Millsap v. National Funding Co. (1944), 66 Cal.App.2d 658, 665 [152 P.2d 634]; Southern Calif. Freight Lines v. State Bd. of Equalization (1945), 72 Cal.App.2d 26, 29 [163 P.2d 776]; Berry v. Chaplin (1946), 74 Cal.App.2d 652, 663 [169 P.2d 442]; Medina v. Van Camp Sea Food Co. (1946), 75 Cal.App.2d 551, 556 [171 P.2d 445]; Seidenberg v. George (1946), 76 Cal.App.2d 306, 308 [172 P.2d 891]; see also eases epitomized in dissenting opinion in Isenberg v. California Emp. Stab. Com. (1947), 30 Cal.2d 34,46-48 [180 P.2d 11].)
The majority opinion leaps completely over the proposition that the finding of the trial court on conflicting evidence is binding on us, by its assertion, previously mentioned, that “The facts are not in dispute,” and its assumption from then
It is apparent that this court, by the language above quoted, has made the claimed revocatory writing conclusive and exclusive evidence of the intent with which it was written, although there is no evidence whatsoever that the writer ever published the document as her act, and despite the fact that substantially all the evidence on the subject tends to show that she never intended to revoke her will. The rule made by the majority seemingly would apply equally even though it were indisputably proven that at the time decedent penned the asserted revocatory words on the copy she declared that she was merely contemplating possible future revocation of her original, executed will and that she was writing the words across the face of a carbon copy of her will merely to serve as a memorandum in the event that in the future she should decide to revoke her will, in which case she would procure the original executed will from her attorney and write the same language thereon. Under the rule laid down by the majority, the result, it seems, would also be the same, even though the decedent made the above suggested declarations of intent in writing, and notwithstanding it should also appear that her attorney advised her that the making of the memorandum on the carbon copy would be meaningless unless she later determined to, and did, endorse the revocatory language on the original will. In fact, if the majority opinion is to be followed, upon a new trial an offer to prove all of the above suggested facts would be rejected.
In my view, questions of fact on conflicting evidence should be left to resolution by trial courts. The judgment here should •be affirmed.
Reference
- Full Case Name
- Estate of KATHERINE ALLEN SMITH, Deceased. PETER GROSS Et Al., Appellants, v. ERNEST E. JONES Et Al., Respondents
- Cited By
- 20 cases
- Status
- Published