del Val Vda de Dayrit v. Dison

323 P.2d 1011, 159 Cal. App. 2d 600, 1958 Cal. App. LEXIS 2043
CourtCalifornia Court of Appeal
DecidedApril 22, 1958
DocketCiv. No. 22695
StatusPublished
Cited by1 cases

This text of 323 P.2d 1011 (del Val Vda de Dayrit v. Dison) 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
del Val Vda de Dayrit v. Dison, 323 P.2d 1011, 159 Cal. App. 2d 600, 1958 Cal. App. LEXIS 2043 (Cal. Ct. App. 1958).

Opinion

LILLIE, J.

On February 28, 1956, Gregorio Del Val died leaving a holographic will dated April 14, 1955, which was admitted to probate on April 11, 1956. E. A. Winstanley, public administrator, was appointed administrator with will annexed of the estate. Basilio and Victoria Dison, husband and wife, respondents herein, are the sole legatees under the instrument.

Juana del Val Vda de Dayrit, sister, Sixto Tanjuanguio and Honorio del Val, nephews, and Isabel Val Zapanta, niece of deceased, all residents and citizens of the Republic of the Philippines, filed a petition for revocation of probate of will. The contestants alleged therein that the document admitted to probate on April 11, 1956, is not a valid testamentary instrument in that it was a conditional will, the condition of which was never fulfilled, making the instrument inoperative and invalid as a will.

The matter was heard by the court sitting without a jury and after hearing all of the evidence the trial judge made, among others, the following finding of fact: “It was not the [603]*603intention of said deceased that the language in his said will ‘if there is anything happen to me tonight . . .’ be a condition in his will.”

On March 28, 1957, the court entered its judgment denying contestants’ petition to revoke probate of will. It is from this judgment contestants appeal.

The following facts were submitted to the trial court by way of stipulation. The sole legatees and the respondents herein, Victoria and Basilio V. Dison, had known the deceased for a period of 41 years. They had many friends in common and he made frequent social visits to their home. For 10 years prior to his death decedent had had a heart condition. On April 14, 1955, the day before he went to the hospital, the deceased wrote in his own hand the following document:

‘ ‘ Thursday April 14, 55
1666 W. 28th St.,
Los Angeles, Cal
“That I Gregorio Del Val of a sound mind, if there is anything happen to me to night I leave all my belongings to Mr. B. V. Dison and to his wife Mrs. Victoria Dison including my money in The Banks of America #21
Gregorio Del Val”

and delivered it to Victoria, saying: “This is my will. Take care of it.” Around noon the following day he went to the White Memorial Hospital where he stayed four weeks. Upon his release he went to the home of the Disons and remained there approximately three and a half months. During this period and at no time after April 14, 1955, was there any conversation among them about the will. He died of a heart condition on February 28, 1956.

Appellants contend that the instrument admitted to probate is expressly conditional on its face and that the evidence was insufficient to support the finding that it was not the intention of the decedent that the language “If there is anything happen to me tonight . . .” be a condition in the will. In brief, they claim that the effectiveness of the instrument was conditioned on his dying “tonight” and he, not having died at that time, the condition was not fulfilled and the disposition did not take effect.

Section 24 of the Probate Code accords conditional wills statutory recognition in this state. Whether an instrument constitutes a conditional will is of course a matter of con[604]*604struetion. To aid a proper construction of a will as conditional, section 142 of the Probate Code expressly defines a condition precedent. Whether such a condition has been created depends not only on the language employed by the decedent but on his intention in using it.

In the interpretation of a will, ascertainment of the intention of the testator is the cardinal rule of construction to which all other rules must yield. (Prob. Code, § 101; Estate of Salmonski, 38 Cal.2d 199 [238 P.2d 966] ; Estate of Lawrence, 17 Cal.2d 1 [108 P.2d 893]; Estate of Foley, 126 Cal.App.2d 810 [273 P.2d 26]). In line with the well-established rule set out in Estate of Sewall, 14 Cal.App.2d 554 [58 P.2d 744], and Probate Code, section 102, that the construction of an instrument preventing intestacy is to be favored over one which results in intestacy, our courts will not regard a will as conditional when it reasonably can be held that the testator in using the language in question was merely expressing his motive or inducement to make the will.

The leading case in California on the subject of conditional wills is Estate of Taylor, 119 Cal.App.2d 574 [259 P.2d 1014]. The court in that case set up the test to be used in determining whether certain language constitutes a narrative reciting the inducement or motive of the decedent or is in fact a condition required to be fulfilled before an instrument attains a testamentary character. Taylor, about to go overseas during the war, executed a document in the form of a letter wherein he used the following language: “in case Davie Jones gets me out in the South Pacific ocean in other words lost at sea ...” He died 10 years later. The appellant therein contended that since Taylor returned from the sea voyage the condition was not fulfilled and the disposition did not take effect. The court held that it was an absolute will. In discussing the test to be used in determining whether a will is conditional, the court said, at page 580, “Did the testator intend, by the language used, to make the happening of the possibility referred to a condition precedent to the operation of the will, in which case the instrument is not entitled to probate if the condition is not fulfilled; or did he state the possibility of the happening merely as the motive or reason which led to the making of the instrument and which was carelessly stated in language suggestive of a condition, in which case the will becomes operative on the testator’s death even if the event, the possibility of which appears to have induced the will, has not taken place? One may, by way of narrative, state a contingency [605]*605he has in mind as the inducement for making his will, or he may, on the contrary, state it as the condition on which the will is to become operative.

“In order to require a denial of admission to probate on the ground that death did not occur in circumstances contemplated by the decedent, the writing must contain language which clearly indicates a purpose to limit its operation.” The court there made an exhaustive study of many cases involving instruments containing various kinds of phraseology. It serves little purpose here to review them in view of the clear language of the court in the Taylor ease except to comment that they all expound the general theory that if the decedent intended in the use of the language in question to recite the inducement or motive for executing the instrument, then it becomes operative as a testamentary document.

Perhaps language closest to that used by Del Val is found in the will construed in the case of French v. French, 14 W.Va. 458. This phraseology was used: “. . .

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Related

Estate of Del Val
323 P.2d 1011 (California Court of Appeal, 1958)

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Bluebook (online)
323 P.2d 1011, 159 Cal. App. 2d 600, 1958 Cal. App. LEXIS 2043, Counsel Stack Legal Research, https://law.counselstack.com/opinion/del-val-vda-de-dayrit-v-dison-calctapp-1958.