Appenfelder v. Security Trust & Savings Bank

278 P. 473, 99 Cal. App. 330, 1929 Cal. App. LEXIS 525
CourtCalifornia Court of Appeal
DecidedJune 7, 1929
DocketDocket No. 6412.
StatusPublished
Cited by11 cases

This text of 278 P. 473 (Appenfelder v. Security Trust & Savings Bank) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Appenfelder v. Security Trust & Savings Bank, 278 P. 473, 99 Cal. App. 330, 1929 Cal. App. LEXIS 525 (Cal. Ct. App. 1929).

Opinion

*331 THOMPSON (IRA F.), J.

This is an appeal from an order admitting to probate the last will and testament, together with the codicil thereto, of Charles Rudolph Appenfelder, deceased. The decedent executed his will on August 24, 1924, and on March 2, 1926, made the codicil. By these instruments he bequeathed $2,000 to his former wife (divorced at the time the will was published) and devised to her a life estate in certain real property situate in Glendale, California. Of the remainder over, y8 was given to the appellant, Katherine Louise Appenf elder, described in the will as “my niece” but who at the time was in fact the wife of a nephew of the deceased. The balance of the remainder over was distributed among Emma C., Hugo William and Fred Appenf elder. A like disposition was made of all the rest, residue and remainder of the estate, i. e., % to the appellant, 17/40 to Emma C. Appenf elder and 9/40 each to Hugo William, and Fred Appenf elder. On December 8, 1927, the deceased and appellant were married, she having been divorced from her former husband in the meantime. On March 19, 1928, Charles Rudolph Appenf elder died at Cheyenne, Wyoming, being at the time a resident of Los Angeles County, California. The appellant filed a contest to the probate of the will on the ground that although married to decedent subsequent to the execution of the will no provision was made for her by marriage contract; no provision was made for her in the will; no intention was therein disclosed not to make provision for her and hence under the provisions of section 1299 of the Civil Code the will was revoked. The section referred to reads as follows: “If, after making a will, the testator marries, and the wife survives the testator, the will is revoked, unless provision has been made for her by marriage contract, or unless she is provided for in the will, or in such way mentioned therein as to show an intention not to make such provision; and no other evidence to rebut the presumption of revocation must be received.” In addition to her assertion that the will was revoked by the provisions we have just quoted the appellant complains that the court erred when it permitted counsel for respondents on cross-examination to elicit from her lips the information that she was the wife of a nephew of the deceased until after the will and codicil were executed and *332 that she knew of no other person named Katherine Louise Appenfelder.

Turning to the first contention of appellant we quote two significant sentences from her brief which illustrate the underlying thought of her argument. She says: “Throughout all the cases it appears that there must be evidence that the testator would have the event, that is, his marriage ‘in contemplation’ ” and “It appears to us to be the declared law of California that in order to overcome the presumption of revocation by marriage it must appear that the party named was provided for ‘as a wife’ or as an ‘intended wife,’ and that there must be language in the will indicating an intention upon the part of testator to make such a provision.” The crux of the matter may then be said to be whether the quoted section of the code requires the will to provide for the individual or to provide for the person in the capacity of an intended spouse. In other words, must the will disclose that it was executed in contemplation of marriage or is the section satisfied if the person is actually provided for? We must confess that the question is most interesting and from a strictly academic basis would warrant a résumé of the authorities from the early English cases down to the present time. However, we are not here dealing with the doctrine of implied revocation inherited and reluctantly adopted by the common law from the ecclesiastical courts, but we are confronted with a statutory enactment relating to the revocation of wills under specified circumstances. Or as was said in Estate of Meyer, 44 Cal. App. 289 [186 Pac. 393], in speaking of the companion section of the code which refers to issue, “We cannot read into section 1298 any exception which the legislature did not incorporate therein.” In the same case the court observed “It [the will] was revoked, not by implication, but by positive statutory enactment. . . . ” It' must be patent that if no exception can be read into the section, that no requirements not therein stated may be added. If the doctrine of implied revocation cannot be applied in the one ease, we cannot resort to it in the other. Our problem then is wholly a question of statutory construction. The cases of Ellis v. Darden, 86 Ga. 368 [11 L. R. A. 51, 12 S. E. 652], and Sutton v. Hancock, 115 Ga. 857 [42 S. E. 214], relied upon by the appellant, are not persuasive or pf assistance for the reason that the controlling section of *333 the code of Georgia specifically provides that the provisions of the will shall have been in contemplation of the event of marriage or birth of issue as the case may be. Nor are Brown v. Scherrer, 5 Colo. App. 255 [38 Pac. 427], and In re Toepfer, 12 N. M. 372 [67 L. R. A. 315, 78 Pac. 53], helpful. Both cases were decided upon the doctrine of implied revocation and in neither was the surviving spouse in any way mentioned. In fact the real question in each case was whether marriage alone, without birth of issue was sufficient, under the doctrine, to work a revocation by operation of law. On the other hand the case of In re Adler’s Estate, 52 Wash. 543 [100 Pac. 1019], involved a statutory enactment identical in all material respects with our own, and the comments of the Washington Supreme Court concerning its interpretation are very persuasive to our minds. The court says: “It will be seen by those who are inclined to follow the cases that our statute is a wide departure from the common law as well as the theories usually advanced to sustain that rule, and that it differs from the statutes of any other state, at least in so far as they have been construed in the decisions.” The premise thus laid down is in its essence the same as that established in Estate of Meyer, supra, from which we have already quoted. The court then goes on to say: “When the legislature has assumed to speak upon a given subject, courts must take its expression as it is; and, if it be certain in its terms, there is no reason for speculation as to its reasons or warrant for adding anything to meet a given case. The provisions of section 4598, Ballinger’s Ann. Codes & St., are in the disjunctive. If [unless] a person shall have made a marriage settlement, or if [unless] the wife shall have been provided for, or if [unless] an intent not to make such provision is disclosed, the will is deemed revoked. It does not say that the provision must be made in contemplation of marriage. The only question open is whether the person who has become a proper object of the bounty of the testator is provided for. Nor will we take any concern of the amount of the provision. To bring ourselves within one of the several rules to which we have referred, we have no right to read into our statute the words unless it clearly appears,’ or ‘was made in contemplation of marriage.’ It is conceded that parol evidence is incompetent to explain the will. This furnishes further reason to *334 sustain our views.

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Bluebook (online)
278 P. 473, 99 Cal. App. 330, 1929 Cal. App. LEXIS 525, Counsel Stack Legal Research, https://law.counselstack.com/opinion/appenfelder-v-security-trust-savings-bank-calctapp-1929.