Bank of America National Trust & Savings Ass'n v. Allan

59 P.2d 425, 15 Cal. App. 2d 272, 1936 Cal. App. LEXIS 52
CourtCalifornia Court of Appeal
DecidedJuly 8, 1936
DocketCiv. 10741
StatusPublished
Cited by9 cases

This text of 59 P.2d 425 (Bank of America National Trust & Savings Ass'n v. Allan) 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
Bank of America National Trust & Savings Ass'n v. Allan, 59 P.2d 425, 15 Cal. App. 2d 272, 1936 Cal. App. LEXIS 52 (Cal. Ct. App. 1936).

Opinion

WHITE, J., pro tem.

This is an appeal from a judgment of the probate court, made after a contest involving two separate wills of the decedent, George II. Allan, and by which judgment probate was denied both wills and the deceased was declared to have died intestate.

The decedent, George H. Allan, died April 1, 1934, leaving no lineal heirs. Surviving him, however, were his widow, Maud Marie Allan; his brother, Charles E. Allan; a nephew, William B. Ittner, Jr., and two nieces, Gladys Ittner Orr and Helen Ittner Lorber. Under date of January 8, 1930, the decedent made a will in due form and attested by two witnesses, under which his wife was appointed executrix, and under which specific bequests of $2,000 each were given to his brother and the two nieces; the wife being the only other beneficiary, and being bequeathed specific real property, which will, in effect, except for such bequests, either made Maud Allan the sole beneficiary under the estate, which was of considerable extent, or left the deceased intestate as to much of the estate. Upon the death of the decedent, the widow, Maud Allan, presented the will of January 8, 1930, for probate.

The decedent, however, had executed under date of September 20, 1930, or approximately nine months after the execution of the will above mentioned, another will, in due form and attested by two witnesses, under which the Bank of Italy was named as trustee for the purposes therein set forth. To such trustee was devised all of decedent’s property, with minor exceptions, with directions to pay fifty per cent of the net income, but not less than $3,000 per year, to his wife, Maud Allan, she to have the free use and occupancy of the home until her death. The balance of the income was to be paid in small amounts to nine named beneficiaries, including decedent’s brother, nephew, and two nieces, with provision for termination of the trust upon the death of the wife, Maud Allan, and distribution at that time *274 of the corpus to six named beneficiaries. This will, by its terms, revoked all previous wills.

The last-named will, of September 20, 1930, was presented for probate by the Bank of America National Trust and Savings Association, as successor in interest to the Bank of Italy, and by the named beneficiaries other than Maud Allan, the widow.

The proponents of the last-made will presented objections to the probate of the earlier will, and Maud Allan, as proponent of the first-named will and chief beneficiary thereunder, filed objections to the probate of the last made will. By stipulation the two matters were combined for hearing. With the issues as thus framed, the court tried the matter and found that both wills were legally executed as to form, and that at the time of making each will the decedent was possessed of testamentary capacity, and that the contents of each of .said wills were clearly and satisfactorily proven, each by the uncontradicted testimony of two credible witnesses ; that the will executed by the decedent on the 20th day of September, 1930, contained a clause specifically revoking all former and previous wills executed by him. The court further found “that after the execution by the said George IT. Allan of the will dated September 20th, 1930, the said testator, George H. Allan, with the full intent and purpose to revoke the same and to make all the provisions thereof null and void and of no effect, destroyed said will dated September 20th, 1930, and said will was not in existence at the time of the death of said George IT. Allan”.

Appellants assail the judgment herein on the sole ground that the last-named finding is not supported by the evidence, by reason of which the will of September 20, 1930, not having been otherwise revoked by the testator, should have been admitted to probate.

It would unduly prolong this opinion to set forth all of the testimony relied upon by appellants in support of their position. It is enough to say that the entire record, including the evidence, has been reviewed by us with care, and for the purpose of this decision we will epitomize the same. It appears that the deceased, George H. Allan, had been doing business under the fictitious name of West Coast Export & Commission Company. A safety deposit box had been maintained at the Security-First National Bank in *275 such fictitious name, to which for a long time only the deceased and his brother Charles had access. During the fall of 1933, decedent’s health commenced to fail, and about November 1 he closed his office. At that time various papers belonging to the decedent were taken by him and his brother Charles and placed in the safety deposit box mentioned. The will of September 20, 1930, was included in the papers placed in the box. Among other papers kept in the box thereafter were numerous coupon mortgages and leases. The record indicates that after the will was placed in the box the decedent, George IT. Allan, never entered the box, all business requiring entry to the box being conducted by his brother Charles, who had occasion to enter the box frequently. On January 4, 1934, decedent’s wife, Maud Allan, was given the right to draw personally on decedent’s checking account at the bank, and was likewise accorded the right of entry to the safety deposit box in question. On January 4, 1934, which was the same day decedent’s wife was given access to the safety deposit box of her husband, she took out a box in her own name. Shortly after this, according to the testimony of Mrs. Maud Allan, her husband requested her to go to the joint box, get out everything except some big brown envelopes, which contained mortgages and similar papers, and to bring them home. This the wife did, she testifying at the trial that she did not know what papers she brought home from the joint box. About a week later, she testified, her husband gave her a parcel of papers and requested that she return those papers to the safety deposit box, which she did. She took back and placed in the box only the papers given her by the deceased, without checking or examining them. Mrs. Allan also testified that during the interim between the delivery of the papers by her to her husband and the return of the same at his direction to the safety deposit box, she noticed her husband burning some papers in the incinerator.

Thus we find, without conflict in the evidence, that on or about November, 1933, the will of September 20, 1930, was placed in the joint box; that thereafter George Allan personally had never opened the box, though his brother, Charles Allan, had occasion to enter the same thereafter. Charles Allan, however, testified that he had never removed the will from the box. On January 4, 1934, Mrs. Allan was *276 given access to the box. There is no testimony of anything whatever being removed from the box after the date when Mrs. Allan testified she returned the papers at the direction of her husband. Upon the death of George Allan, the box was examined and the will of September 20, 1930, was not contained therein, nor was a diligent search rewarded by finding it. The evidence clearly shows that prior to January 4, 1934, only decedent and his brother Charles had access to the box. It was stipulated that between October, 1933, and the date of his death, decedent never entered the safety deposit box at the bank. Between the dates of January 19 and January 26, 1934, during which Mrs.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Desimoni v. Brusco
191 Cal. App. 3d 914 (California Court of Appeal, 1987)
Avila v. Weld
256 Cal. App. 2d 807 (California Court of Appeal, 1967)
Estate of Lingenfelter
241 P.2d 990 (California Supreme Court, 1952)
Teel v. Gaskill
154 P.2d 384 (California Supreme Court, 1944)
Estate of Thompson
112 P.2d 937 (California Court of Appeal, 1941)
Estate of Allan
82 P.2d 190 (California Court of Appeal, 1938)
Lockwood v. LeSure
68 P.2d 313 (California Court of Appeal, 1937)

Cite This Page — Counsel Stack

Bluebook (online)
59 P.2d 425, 15 Cal. App. 2d 272, 1936 Cal. App. LEXIS 52, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bank-of-america-national-trust-savings-assn-v-allan-calctapp-1936.