Estate of Bernard

239 P. 404, 197 Cal. 36, 1925 Cal. LEXIS 213
CourtCalifornia Supreme Court
DecidedSeptember 11, 1925
DocketDocket No. L.A. 8444.
StatusPublished
Cited by44 cases

This text of 239 P. 404 (Estate of Bernard) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Bernard, 239 P. 404, 197 Cal. 36, 1925 Cal. LEXIS 213 (Cal. 1925).

Opinion

LENNON, J.

This appeal is taken from an order revoking the probate of a certain document, holographic in form, theretofore admitted to probate as the last will and testament of Josephine Bernard, deceased. The order of the lower court revoking the probate of the alleged will rests upon two grounds: (1) That it was not signed by the decedent ; (2) that it was not entirely written by the decedent as required by; section 1277 of the Civil’ Code.

The document in question consists of four sheets of hotel stationery. The first page, as it appears in a photostatic copy incorporated in the record, is as follows:

“The following 4 sheets of paper
included, Long Beach, California, Oct. 12, 1918.
“I, Josephine Bernard of the City and County of Denver, Colo, do hereby declare this to be my last will and testament.”

*38 This is followed by a number of dispositive clauses and then the document terminates abruptly near the middle of the last page in the following language:

“To her husband Herbert Donahue ruby and diamond stick pin.”

It is a conceded fact in the case that the document in question was in the handwriting of the decedent save the words in the date line, “Long Beach, California,” which were printed. The only question here presented is whether the document is entirely written and signed by the hand of the decedent.

The rule governing what constitutes a sufficient signing of a holographic will is enunciated in Estate of Manchester, 174 Cal. 417 [Ann. Cas. 1918B, 227, L. R. A. 1917D, 629, 163 Pac. 358], where the only signature in the document offered for probate was in the opening clause, and commenced in terms similar to those of the document in the instant case and ended without any signature other than the one at the beginning. There was nothing on the face of the will to indicate that the testatrix intended to adopt the signature in the introduction as her signature in execution of the will. The court held: “ ... a document in which the name of the person making it appears only in the beginning thereof, and by way of recital to designate that person as the maker . . . cannot be said to have been signed by the maker.” On this subject the court laid down the general rule in the following language: “The true rule, as we conceive it to be, is that, wherever placed, the fact that it was intended as an executing signature must satisfactorily appear on the face of the document itself. If it is at the end of the document, the universal custom of mankind forces the conclusion that it was appended- as an execution if nothing to the contrary appears. If placed elsewhere, it is for the court to say, from an inspection of the whole document, its language as well as its form, and the relative position of its parts, whether or not there is a positive and satisfactory inference from the document itself that the signature was so placed with the intent that it should serve as a token of execution. If such inference thus appears, the execution may be considered as proven by such signature.”

This rule was approved in the Estate of McMahon, 174 Cal. 423 [L. R. A. 1917D, 778, 163 Pac. 669], and in Estate *39 of Streeton, 183 Cal. 284 [191 Pac. 16]. It was affirmed in Estate of Hurley, 178 Cal. 713 [174 Pac. 669], In Estate of McMahon, supra, the signature was in the exordium of the will, which was followed by a number of dispositive clauses and concluded with the following: “I do hereby publish and declare the foregoing, entirely written, dated and signed by my own hand, to be my last will and testament, this second day of January, 1912.” No signature followed nor was any to be found in any other part of the will except in the exordium. It was held, nevertheless, that this was a declaration of the intent of testatrix to adopt the name appearing in the exordium as her signature and accordingly the validity of the will was upheld. In Estate of Streeton, supra, the court said, after reiterating the rule above stated in Estate of Manchester: “The name of the testator appears in a blank space, disconnected from- the rest of the written matter both as to location and meaning. Had the name appeared in the exordium, the logical inference from the context would probably have been that it was intended merely to dentify the person making the will, and additional facts might have been necessary to raise the inference that it was also intended as a signature in the execution of the will. (Estate of Hurley, 178 Cal. 713 [174 Pac. 669]; Estate of McMahon, 174 Cal. 423 [L. R. A. 1917D, 778, 163 Pac. 669].) ” The same rule was applied in the Estate of Hurley, supra, as the test in determining whether an alleged will had been signed within the meaning of section 1277 of the Civil Code. In that case, in the document under consideration, as in the instant case, the name of the decedent appeared only in the introductory clause, and there, as here, the instrument closed abruptly without anything to indicate upon the face of the document that the signature in the exordium was adopted or intended to be adopted as the executing signature. -Said the court' in the case last cited: “ . . . the signature appears in the opening statement of the paper, but there is nothing in the document or in the closing paragraph to indicate that the testatrix intended to adopt that signature as the executing signature of the will. Indeed, the contrary may be inferred from the fact that the will terminates without even a punctuation mark, thereby indicating that testatrix ceased writing before she had completed declaring her intention, and that *40 she did not regard the document as a completed will. But the contrary inference need not appear. In the absence of anything on the face of the will to raise the inference that the name in the exordium was intended as a signature in the execution, the holographic document cannot be deemed a valid will.”

Marking and measuring the document in question by the above stated “true rule,” which has been so often reaffirmed and approved by this court, there is no escape from the conclusion, it seems to us, that there was no executing signature sufficient to give legal effect as a will to the document. There is no signature at the end of the document, where it is the common custom to place a signature intended for authenticating and indicating the completion of an instrument, The signature of the decedent appears only in the exordium, and there is nothing in any other part of the alleged will to indicate affirmatively or by necessary implication that the signature was intended to be or was adopted as the final executing signature in authentication of or in execution of the document as a completed testamentary act. The obvious and natural inference to be drawn from the position of the name of the decedent in the alleged will is that it was intended merely as descriptio personae, and, in the absence of anything affirmatively appearing on the face of the will itself tending to show that such signature was intended to authenticate it, this conclusion is inevitable.

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Bluebook (online)
239 P. 404, 197 Cal. 36, 1925 Cal. LEXIS 213, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-bernard-cal-1925.