Estate of Boyd

307 P.2d 754, 148 Cal. App. 2d 821, 1957 Cal. App. LEXIS 2437
CourtCalifornia Court of Appeal
DecidedMarch 1, 1957
DocketCiv. 21908
StatusPublished
Cited by9 cases

This text of 307 P.2d 754 (Estate of Boyd) 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
Estate of Boyd, 307 P.2d 754, 148 Cal. App. 2d 821, 1957 Cal. App. LEXIS 2437 (Cal. Ct. App. 1957).

Opinion

MOORE, P. J.

This controversy arose out of a petition filed by the administratrix with will annexed to determine heirship.

The question involved is whether oral testimony is admissible to prove the attending facts and circumstances as to the family relations of the testator in order to determine the objects of the testator’s bounty.

Mahala M. Boyd deceased on December 23, 1950 at the age of 83. Her holographic will dated September 4, 1948, was duly admitted to probate. Martha B. White, her daughter, was appointed administratrix with will annexed and appropriate letters were issued to her. The estate was appraised at a sum in excess of $62,000. The decedent also had a son, James F. Boyd, who predeceased his mother, but left two surviving daughters, Margaret Allison Howard, and Jane Boyd Mudd, appellant herein. By reason of the fact that Margaret had not had any share of decedent’s estate and was not mentioned in the will, she was awarded one fourth of the residue as a pretermitted heir. (Prob. Code, § 90.) But it was otherwise with Jane Boyd. She was mentioned in the will of her *823 grandmother; was awarded property to a limited extent, and because she was dissatisfied, she filed her response to the petition to determine heirship and claimed to be entitled to the specific bequests made by the will “together with one-fourth of the residue together with the life estate set forth in the remaining one-half of the residue of said estate as set forth in paragraph five of said will.”

After trial, findings and conclusions were waived and the court adjudged that under the terms of the will * of decedent, (1) the diamond ring mentioned in paragraph 1 will pass to Morna Knipe; (2) the diamond referred to in paragraph 2 to pass to Helen Boyd; (3) all the furniture in decedent’s home at her death, except the love seat and two roseback chairs to be distributed to Jane Boyd Mudd; (4) the remains of decedent’s silver including her mother’s silver tea pot set and *824 the silver forks marked “M.M. 1894” to be distributed to decedent’s great granddaughter, Mary Ann Mudd; (5) any proceeds of testatrix’ insurance policy referred to in paragraph four of the will to be distributed to Brian David Mudd and Mary Ann Mudd, share and share alike, by depositing same in their savings accounts; (6) decedent’s traveling case, mentioned in paragraph five to be distributed to Dove Allen; (7) all the family furniture and antiques of decedent at her death, except that distributed under paragraph three of the will, but including the love seat and two rosebaek chairs, the furniture, pictures, rocking chair and table which were in the guest room of Martha B. White at decedent’s death and the tiptop table in Martha’s dining room at decedent’s death, mentioned in paragraph five of the will to be distributed to Martha B. White for life, with remainder to Jane Boyd Mudd; (8) Margaret Allison to get one-fourth of the entire estate; (9) three-fourths of the residue to be distributed to Martha B. White.

Appellant is displeased with such judgment and seeks a reversal on the grounds that the court erred in admitting testimony in that it added to the terms of the will. She contends that while paragraph 5 provides that certain furniture and heirlooms ‘‘are to be held thru said Martha White’s lifetime and at her death to be given to Jane Boyd Mudd, believing she will appreciate them and keep them in the family thru her children,” yet there are no words in the last-quoted sentence of the will designating to whom the property is to be given. This, despite appellant’s immediate observation that the samé paragraph provides that ‘‘these antiques” are to be given to Martha White for her lifetime with remainder to appellant.

It must be remembered that the instrument in question is a holographic will, authored by a testatrix of 81 years, without an excess of education. It is not required that in writing her own will she must be held to the strict use of technical terms and if she had used them her use would not be binding. (Estate of Olsen, 9 Cal.App.2d 374, 378 [50 P.2d 70].) But in such cases, the court may investigate her intention by hearing pertinent testimony. (Estate of Pierce, 32 Cal.2d 265, 274 [196 P.2d 1].) When an uncertainty appears on the face of the will, it is fundamental that the testator’s intent be derived not only from the will itself but also from the circumstances under which it was executed. (Prob. Code, § 105; Estate of Pierce, supra, 268); that is to *825 say, the court should admit evidence of circumstances preceding the execution of the document. (Ibid., p. 274.) In Estate of MonticelU, 107 Cal.App.2d 90 [236 P.2d 661], the court admitted testimony to prove that the testator wrote the word “mother” under the devisee’s maiden name, then received evidence that testator had written the same name on a bank signature card as his mother’s maiden name. This was followed by documentary proof that a woman of the same name as the devisee had taken the testator when 11 days old from a foundling home and reared him. The judgment for the devisee was affirmed. In Estate of Hotaling, 72 Cal.App.2d 848, 857 [165 P.2d 681], the testator bequeathed his St. George Hotel. The court allowed extrinsic evidence as to testator’s meaning and intent in order to identify the property specified in the will. The judgment was affirmed. But in Estate of Nunes, 123 Cal.App.2d 150 [266 P.2d 574], where the will left a bequest to “Joe E. Nunes, a nephew of mine,” one Joe E. Nunes lived on the testator’s ranch and was not sanguineously related to the testator. He attempted to prove that testator referred to him as his nephew in conversation with the attorney who drafted the will and that he was the party intended by the clause that bequeathed the property. The rejection of his proof required a reversal of the judgment.

Inasmuch as the instant will referred sparingly to her daughter Martha White but repeatedly to “her,” it was legal and sound judgment to admit testimony to explain the use of that pronoun as referring to respondent. When Mrs. Boyd and her husband came to Los Angeles, they bought the property known as 7164 Clinton Street, gave it to respondent and had its title put in respondent’s name. Proof of that detail explained the first sentence of page 2 of the will, whereby she bequeathed “the remains of my possessions, including the house in which I live and already given to her as her own.” (Italics added.) Proof that the title to 7164 Clinton Street stands in respondent’s name leaves no doubt that “her” in page 2 referred to respondent. Also, the testimony of respondent, and Moma Knipe is conclusive that the family furniture includes “all the furniture pictures rocking chair and table in the guest room” of respondent’s home.

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Bluebook (online)
307 P.2d 754, 148 Cal. App. 2d 821, 1957 Cal. App. LEXIS 2437, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-boyd-calctapp-1957.