Bank of California v. University of Southern California

211 Cal. App. 2d 75, 27 Cal. Rptr. 418, 1962 Cal. App. LEXIS 1487
CourtCalifornia Court of Appeal
DecidedDecember 19, 1962
DocketCiv. 20010
StatusPublished
Cited by25 cases

This text of 211 Cal. App. 2d 75 (Bank of California v. University of Southern California) 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 California v. University of Southern California, 211 Cal. App. 2d 75, 27 Cal. Rptr. 418, 1962 Cal. App. LEXIS 1487 (Cal. Ct. App. 1962).

Opinion

MOLINARI, J.

This is an appeal from that portion of an “Order and Decree” which directed the distribution of the rest and residue of the estate of the above-named decedent to the Regents of the University of California, a respondent herein, to be used at, on, and in the University of California at Los Angeles for educational purposes. A motion by the respondents to augment the record in certain particulars is presented in conjunction with said appeal.

The Fads

The decedent, Cora L. Black, died in Santa Clara County on December 3, 1957. Following an unsuccessful will contest, brought by persons claiming to be her heirs at law, the decedent’s holographic will was admitted to probate. The said will in its entirety reads as follows:

“Los Gatos, California May 2nd 1957
“I, Cora L. Black, Being of sound and disposing mind and Memory make this My last Will and Testament. I cancel all Other Wills made by me.
“To The University of Southern California known as The U.C.L.A. My entire Estate for Educational purposes.
“My Estate consists of Stocks bonds
“The house in which I live is to be sold and the money shall be part of The Estate. All monthly bills shall be paid by The Bank of California Who are to administer This Estate.
“If any claims are made by relatives They are to be given one dollar.
“Signed by me This Second day of May 1957.
Cora L. Black”

*79 The Bank of California, the executor of said will, (hereinafter referred to as the executor) thereafter, in the due course of the probate proceedings, filed a petition for the settlement of its account, the allowance of extraordinary fees, and a petition for the distribution of the estate. Said petition prayed that the whole of said decedent’s estate be distributed to the University of California at Los Angeles. Written objections to said petition for distribution were filed by the University of Southern California 1 (hereinafter referred to as “ Southern California”) and hy numerous heirs at law of the decedent (hereinafter referred to as ‘‘the heirs”). The basis of the objection made by Southern California was that it was the designated beneficiary under the will. The heirs, on their part, objected that the will was uncertain and ambiguous and accordingly requested that it be so declared and that the property be distributed to them under the laws of intestacy. A motion to strike the objections of the heirs was made by the executor and by the Regents of the University of California (hereinafter referred to as the ‘‘Regents”). The Regents appeared in the proceedings as the corporate administrator and operator of the University of California at Los Angeles. No such motion to strike was made as to the objections filed by Southern California.

A hearing was held on these objections on October 3, 1960. The hearing consisted of arguments presented by the attorneys for the interested parties. During the course of the argument two letters which had been written by the decedent were recalled to the attention of the trial court. These letters had been admitted as exhibits by the same trial judge when he presided over the will contest proceedings. Reference was also made to two previous wills which the decedent had executed and which likewise had been introduced in evidence at the trial of the will contest. These documents, which were not offered as evidence during said hearing, nor marked as such, are among the papers, records and exhibits by which it is sought to augment the record before us. Upon the conclusion of the arguments the trial court made certain comments which indicate that it was of the opinion that the will was not ambiguous and that in arriving at this conclusion it was not considering any extrinsic evidence but was construing the *80 will only by a reading of the document itself. 2 The appellants did not then nor did they thereafter make any offer of proof. A colloquy followed as to the necessity of findings, whereupon the court continued these and other pending proceedings (the settlement of the account and the matter of attorneys’ fees) to the next day at the suggestion of counsel for the executor. 3 Notwithstanding such continuance, the court, on the same day, granted the motion to strike and denied the objections of the heirs and Southern California. This appears from the minute order of the court made on October 3, 1960. Although the reporter’s transcript is barren of any order of submission with reference to said objections, the said minute order recites that the objections to distribution by the “Contestants” were submitted and denied, and that the said motion to strike was submitted and granted.

The reporter’s transcript discloses that when the matter came on for hearing on the next day the court proceeded to hear the petition for distribution of the estate, the settlement of the first and final account, and the petition for the allowance of extraordinary fees. The heirs and Southern California claim that they were not present at this hearing, it being their contention that their presence was not required with respect to the matters then being heard. They assert further that the hearing on the objections interposed by them had been concluded on the previous day. The reporter’s transcript makes no reference to counsel for the heirs or *81 Southern California being present or participating in the proceedings. Indeed, the minutes of court indicate that they were not present. A trust officer of the executor bank was called as a witness. He testified to the correctness of the account, to the fact that the estate was ready for distribution, and to the justification for extraordinary fees. The only reference to the beneficiary under the will was testimony by said witness that the executor was asking that distribution be made to the Regents "for use of the branch known as U.C.L.A.” for educational purposes. During the course of said witness’ testimony counsel for the executor offered the "entire probate file and a Minute Order relating thereto” in evidence "in support of the petition. ...” The court made no comment with respect to the offer nor was the said file marked or admitted as an exhibit. The clerk’s transcript discloses that the trial court’s action at said hearing consisted of "its order approving the Account and Decree of Distribution” and its orders with reference to said fees. (Minute Order—Tuesday, October 4, 1960.)

On December 20, 1960, an "Order Settling Pinal Account of Executor, Allowing Commissions to Executor and Attorney’s Pees to Attorney for Executor and Decree of Pinal Distribution” was filed, and the same was entered on December 23, 1960. 4 This order and decree provided, among other things, that the whole of the estate be distributed to the University of California at Los Angeles. On January 5, 1961, the said order and decree was set aside because of clerical errors, and another order and decree was signed on said day and ordered entered nunc pro tunc

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Bluebook (online)
211 Cal. App. 2d 75, 27 Cal. Rptr. 418, 1962 Cal. App. LEXIS 1487, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bank-of-california-v-university-of-southern-california-calctapp-1962.