Cohen v. Koenig

224 Cal. App. 2d 600, 36 Cal. Rptr. 752, 1964 Cal. App. LEXIS 1509
CourtCalifornia Court of Appeal
DecidedFebruary 13, 1964
DocketCiv. No. 21377
StatusPublished
Cited by1 cases

This text of 224 Cal. App. 2d 600 (Cohen v. Koenig) 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
Cohen v. Koenig, 224 Cal. App. 2d 600, 36 Cal. Rptr. 752, 1964 Cal. App. LEXIS 1509 (Cal. Ct. App. 1964).

Opinion

SULLIVAN, J.

This is an appeal from an order of the probate court confirming a referee’s report recommending that decedent's will dated November 27, 1942, be admitted to probate and that decedent’s later will dated January 27, 1961, be refused admission to probate as a lost or destroyed will. The above order was made January 4, 1963. On the same day the court made a second order admitting the will to probate and appointing executrix. Section 1240 of the Probate Code specifies the orders in probate proceedings from which an appeal will lie. An order confirming a referee’s report is not as such one of the orders so specified and as such is therefore not appealable. (Cf. Estate of O’Dea (1940) 15 Cal.2d 637, 638 [104 P.2d 638]; Estate of Mohr (1962) 208 Cal.App.2d 799, 801 [25 Cal.Rptr. 688].) We doubt that the order confirming the referee’s report can be construed as either an order “admitting a will to probate” or an order “refusing to make any order” admitting a will to probate, both of which are appealable (Prob. Code, § 1240) since some further action seems required from the court after it has signified through confirmation its adoption of the findings, conclusions and recommendations of the referee. Since no appeal lies from the order confirming the referee’s report, we construe the notice of appeal as intended to take an appeal from the second order admitting will to probate. (Cf. Smith v. Smith (1954) 126 Cal.App.2d 194, 195 [272 P.2d 118]; Helfer v. Hubert (1962) 208 Cal.App.2d 22, 25 [24 Cal.Rptr. 900].)

The record discloses the following facts. On November 27, 1942, decedent executed a valid, witnessed will under the provisions of which he devised and bequeathed all of his estate to respondent Hilda Koenig, a former wife of his cousin,1 and nominated Mrs. Koenig executrix thereof.

Decedent first became acquainted with appellant Geraldine [603]*603Cohen in 1957 through a mutual friend. Appellant was a notary public and accountant in San Francisco. The parties thereafter saw each other socially and on business. Beginning in 1959 when decedent was employed in a liquor store near appellant’s office, the parties met every day. Appellant prepared decedent’s income tax returns, took care of his personal correspondence and discussed with him his investments and other business transactions. Decedent talked to her about his will on at least two occasions prior to 1961. Finally in February 1961 he told appellant he had made a new will. Appellant testified that on this occasion decedent asked her “whether I cared to be an executrix” and informed her “that he was going to leave me $2,000 in cash and the securities I helped invest in and there would be some other things, some jewelry....”

In March or April 1961, sometime after 8 in the evening, decedent asked appellant to accompany him to the Day and Night Branch of the Bank of America in San Francisco so that he could put his will in his safe-deposit box there. He had with him at the time two sealed envelopes, one of which bearing the legend “Last Will and Testament of Sam Ruben” he placed in the safe-deposit box. Decedent then and there handed the other envelope to appellant with instructions to give it to Mr. Lerer, his attorney, if anything should happen to him. He told her that it contained a copy of his will.

Decedent asked appellant to accompany him to the safe-deposit box a second time. On this occasion, appellant testified, decedent took cash from the box and showed appellant “the different stocks that were there.” In response to the question “did he mention his will at this time?” appellant testified ‘' The will was in there—■’ ’

Decedent was hospitalized in Mt. Zion Hospital from July 12 until July 26, and then at Fort Miley Veterans’ Hospital from August 17 until his death on October 6, 1961. Appellant visited him at the latter hospital on August 19, 1961. On this occasion decedent told her: “Be sure and give Ben [his attorney, Mr. Lerer] the envelope I gave you to put in the file, Dena, because this is a picture of my will.” After decedent’s death, appellant delivered the envelope which she had to Mr. Lerer who opened it in her presence and removed what purported to be a photostatic copy of a document entitled “Last Will and Testament of Sam Ruben.” Appellant testified that she had never before seen either the photostat or the original.

[604]*604The above mentioned photostatic copy is a single document approximately 14 inches long by 8% inches wide and entirely typewritten except for the signature of the testator and the signatures and addresses of the attesting witnesses. The will purported to be represented by the photostat is dated January 27, 1961, bears the testator’s signature at the end thereof, and the usual attestation clause together with the signatures of witnesses Josephine Meyer and George W. Wright at the bottom of the document. According to the provisions found therein, decedent revokes all former wills and codicils, nominates appellant executrix without bond, and leaves “the sum of Two Thousand Dollars ($2,000.00) and all stocks and bonds that I have purchased through Amos Sehermerhorn, my broker since 1959 to my dear friend Geraldine Dena Cohen, for all the kindness she has shown to me during our friendship.” In the next paragraph decedent leaves his diamond ring to one Mrs. Iva Bray and “The balance of my jewelry I bequeath to Geraldine Dena Cohen, to dispose of per my expressed wishes.” He bequeaths all the residue of his estate to respondent “Hilda Greenfield Koenig, former wife of my cousin Theodore Greenfield in whose home I lived for many years. ’ ’

At the hearing before the probate commissioner, both attesting witnesses testified substantially as follows: That they had visited decedent at the liquor store where he was employed; that the presence of all three of them there on the day the will in question was signed was merely a coincidence; that while Mrs. Meyer and Mr. Wright were there decedent produced a document which he said was his will and asked them if they would act as witnesses; that decedent thereupon signed the document in their presence and they in turn affixed their signatures. Each of the witnesses identified his or her signature as appearing on the photostatic copy of the instrument but each also testified that he or she did not read the will and did not know its contents.2

Mrs. Koenig, respondent herein, gave the following testimony at the hearing before the probate commissioner: She was the former wife of a cousin of decedent. Decedent had [605]*605lived in her home for 25 years and after she sold it, had moved into a hotel. The parties had shared a safe-deposit box together. In September 1961, after decedent entered the Veterans’ Hospital, respondent on decedent’s instructions removed from the safe-deposit box both the will subsequently offered for probate by her and a power of attorney executed by decedent in her favor. The purpose in getting the latter was to enable her to sign decedent’s checks. After this visit, respondent made entry into the safe-deposit box four or five times to remove certain bank books and securities of her own. She explained that prior to his illness, decedent “attended to all my accounts—and different things” but because of his illness was no longer able to do so and hence it was necessary for her to get her books and other property so that she could manage them herself. She had retired in May 1961 and was thus in a position to do so.

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Related

Estate of Ruben
224 Cal. App. 2d 600 (California Court of Appeal, 1964)

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Bluebook (online)
224 Cal. App. 2d 600, 36 Cal. Rptr. 752, 1964 Cal. App. LEXIS 1509, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cohen-v-koenig-calctapp-1964.