Bendell v. Bendell

138 P.2d 378, 59 Cal. App. 2d 165, 1943 Cal. App. LEXIS 297
CourtCalifornia Court of Appeal
DecidedJune 11, 1943
DocketCiv. 13882
StatusPublished
Cited by4 cases

This text of 138 P.2d 378 (Bendell v. Bendell) 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
Bendell v. Bendell, 138 P.2d 378, 59 Cal. App. 2d 165, 1943 Cal. App. LEXIS 297 (Cal. Ct. App. 1943).

Opinion

SHINN, Acting P. J.

Charles C. Bendell, when 80 years of age, made a will by which he devised to a friend, Clarence Ayres, a one-half interest in his residence and devised and bequeathed to his son all the rest and residue of his property. Eight months later he married and some three and a half years after his marriage he died. He made no provision for his wife by marriage contract nor was she provided for or mentioned in the will. She was appointed administratrix with the will annexed. During proceedings in probate the residence property was sold, the administration was closed, and the estate was distributed, one-half thereof, amounting to $2,035.14, to the widow, the sum of $1,460.14 to Clarence Ayres, “being one-half of the value of the sale of real estate devised to him plus one-half of rental therefrom, without deduction of any charges of administration expense” and the residue, amounting to some $670, to the son, William W. Bendell, who prosecutes this appeal from the order settling the final account and decreeing distribution. The appeal is upon the judgment roll.

The widow’s right to take one-half of the estate results from the fact that the will was inoperative as to her by virtue of section 70 of the Probate Code, which reads as follows: “If a person marries after making a will, and the spouse survives the maker, the will is revoked as to the spouse, unless provision has been made for the spouse by marriage contract, or unless the spouse is provided for in the will, or in such way mentioned therein as to show an intention not to make *167 such provision; and no other evidence to rehut the presumption of revocation can be received.”

In support of his contention that the will was revoked in its entirety by the testator’s marriage, appellant argues for a construction of said section 70 which would bring about that result. The section incorporates former sections 1299 and 1300 of the Civil Code, with the addition of the words “as to the spouse” following the word “revoked.” Under the former sections marriage worked a revocation of the will as to all persons. (Estate of Ryan, (1923) 191 Cal. 307, 312 [216 P. 366]; Estate of Meyer, (1919) 44 Cal.App. 289 [186 P. 393]; Sanders v. Simcich, (1884) 65 Cal. 50, 52 [2 P. 741].) Section 70 clearly means that a subsequent marriage has the effect of revoking the will only as to the surviving spouse. (Estate of Piatt, (1943) 57 Cal.App.2d 211, 213 [134 P.2d 321]; Estate of Russell, (1941) 43 Cal.App.2d 319, 321 [110 P.2d 718]; Estate of Haselbud, (1938) 26 Cal.App.2d 375 [79 P.2d 443].)

We need not consider what the result would be if by reason of the operation of section 70 the testamentary scheme as expressed in the will should be entirely defeated or rendered impossible of execution. We have not such a case. There is no conflict between the rights of the surviving spouse and those of the two beneficiaries under the will; Ayres can still take the one-half interest in the residence property which the widow does not take and appellant can take the residue of the estate. To deny that this would be a valid disposition of the half of the estate upon which the will may operate would be to devitalize the amendment of the governing sections and to strike down what remains of the testator’s original plan to dispose of his estate. We have no right to look beyond the will to ascertain what the wishes of the testator were. It may be that if he had written another will after his marriage he would have provided for his son more generously, but all that we know is that he had ample opportunity to change the will and failed to do so. We are obliged to look upon the will as if the testator had reread it after his marriage with full knowledge of his wife’s rights under the circumstances and had then elected to make no change in it.

Appellant’s second contention is that because of the widow’s having taken a half interest in the residence property, the will should be so construed that he and Ayres would share equally in the other half, because the testator orig *168 inally intended their interests in the property to be equal. Such a construction, it is contended, would give the greatest possible effect to the will and the desires of the testator, as expressed therein, as between appellant and Ayres, after giving due recognition to the rights of the widow. That it is the purpose of the law and the duty of the court to give effect to the expressed wishes of the testator as completely as possible in these circumstances is not to be doubted (Estate of Munson, (1942) 54 Cal.App.2d 590, 592 [129 P.2d 420], and cases there cited; Estate of Piatt, supra, 57 Cal.App.2d 211; Estate of Russell, supra, 43 Cal.App.2d 319; Estate of Haselbud, supra, 26 Cal.App.2d 375), hut the court cannot rewrite the testator’s will. The devise to Ayres was effective to leave him a half interest in the property if the testator owned not less than a half interest at the time of his death which was subject to testamentary disposition, while the devise to appellant of the residue would leave him only so much of the testator’s interest as was not devised to Ayres. Appellant under the will can claim only such excess. If the testator had parted with a half or smaller interest in the property before his death, appellant alone would have been the loser. Because of the marriage the will became inoperative as to the half interest in the real property which the wife inherited, yet it remained operative as to the half left to Ayres. The share of the latter was not reduced when the testator married and died without providing for his wife, because the basis for such a reduction would have to consist of provisions in the will placing Ayres and appellant upon an equality. But the devise to Ayres, being specific and unconditional, gives him a right which is superior to that of appellant, because the latter takes only the residue. It is true that the purpose of the testator to leave his son considerably more of the estate than he was leaving to his friend has been defeated, but it would have required an additional testamentary act to avoid that result, and this cannot be supplied by the courts under the guise of interpretation. The court can no more modify the plain provisions of the will than it can set it aside altogether because of the subsequent marriage. The will could be given an interpretation which would give appellant and Ayres one-fourth each of the real property in question only in the event that they had equal rights to share in the property under the will, which was not the case.

The next point urged is that the court erroneously *169 charged against the residuary estate certain expenses incurred in the upkeep and sale of the residence property which should have been charged against the proceeds of the sale. There were deducted from such proceeds a real estate broker’s commission, certain sums paid for control of termites, and escrow charges.

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

Related

Moore v. Dawkins
267 Cal. App. 2d 119 (California Court of Appeal, 1968)
Stewart v. Van Noy
444 P.2d 337 (California Supreme Court, 1968)
Keller v. Bank of America Trust & Savings Ass'n
286 P.2d 889 (California Court of Appeal, 1955)
Estate of Piatt
183 P.2d 919 (California Court of Appeal, 1947)

Cite This Page — Counsel Stack

Bluebook (online)
138 P.2d 378, 59 Cal. App. 2d 165, 1943 Cal. App. LEXIS 297, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bendell-v-bendell-calctapp-1943.