Estate of Brodersen

229 P.2d 38, 102 Cal. App. 2d 896
CourtCalifornia Court of Appeal
DecidedMarch 19, 1951
DocketCiv. No. 7828
StatusPublished
Cited by9 cases

This text of 229 P.2d 38 (Estate of Brodersen) 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 Brodersen, 229 P.2d 38, 102 Cal. App. 2d 896 (Cal. Ct. App. 1951).

Opinion

102 Cal.App.2d 896 (1951)

Estate of WILLIAM E. BRODERSEN, Deceased. PRESIDIO LODGE NO. 354 et al., Appellants,
v.
MILDRED F. HARTTER, as Coexecutor, etc., Respondent.

Civ. No. 7828.

California Court of Appeals. Third Dist.

Mar. 19, 1951.

Hugh K. McKevitt, Jack M. Howard, Elden C. Friel and Van H. Pinney for Appellants.

M. Mitchell Bourquin for Respondent.

DEIRUP, J. pro tem.

William A. Brodersen died on November 26, 1945. After his death two wills were produced, one dated September 11, 1939, the other September 17, 1944. Both of them were holographic. Leland B. Groezinger was named as executor in the 1939 will; in the 1944 will he and the respondent, Mildred F. Hartter, were named as co-executors. Upon the joint petition of the persons so named both of the documents were admitted to probate as the last will of the decedent. In due course of probate the respondent filed a petition for the construction of the will and for a determination of her interest in the estate. After a full hearing a decree was entered by which the trial court determined that all of the provisions in the 1939 will were superseded and revoked by the provisions in the 1944 will with the exception of legacies of jewelry and tableware, which articles were not disposed of in the 1944 will. It determined also that certain moneys in the estate were bequeathed to the respondent rather than to the appellant Presidio Lodge No. 354. The Presidio Lodge has appealed from this part of the decree. The appellants Lucile Watrous and others are persons who were named in the 1939 will as legatees and were not named as such in the 1944 will, and for that reason were precluded from participating in the distribution of the estate. They have appealed from the entire decree. The two appeals were brought here on the same record.

The 1939 will is technical in form. It begins:

"I, William E. Brodersen, over the age of twenty-one (21) years, and now residing in the City and County of San Francisco, *899 State of California, being of sound & disposing mind and memory, and not acting under duress, menace or fraud, nor undue influence of any person whatsoever, do make, publish and declare this my last will and Testament."

The testator then revoked "all former Wills, Codicils to Wills, and other testamentary dispositions by me made"; directed his executor to pay his debts and funeral expenses and gave directions for funeral services and for the disposition of his ashes, all under the auspices of the appellant Presidio Lodge. He declared that he was a widower and had no children. He gave to Mary E. Woodrum his personal effects, to the Oroville Public Library his books, and to Juana Gerlin his jewelry. He devised his real property to six persons, and bequeathed his stocks to Warren Zanzot. He gave cash legacies, ranging from $100 to $2,500 in amount and aggregating $20,200, to 20 persons, including all of the appellants. His will ends with the clause:

"To Leland B. Groezinger and his wife Clara C. Groezinger and to Mr. and Mrs. Raymond Zanzot, I give & bequeath the balance of my estate, share & share alike."

The 1944 will is less technically drawn. It bears the earmarks of a will drawn by a layman who wished to make a formal will but, not having an exemplar before him, relied on his memory for the technical phrases. It begins:

"Realizing the uncertainties of life and the certainty of Death, and being of Sound and disposing mind, I hereby make, execute and sign all in my own handwriting, my last Will and testament."

"I hereby appoint as executors of this my last Will, to act without bonds, Miss Mildred F. Hartter ... and also my God Son, Leland Becker Groezinger ... to act jointly."

In this will the testator named the undertaker and provided that the funeral should be under the auspices of the appellant Presidio Lodge and gave instructions in respect to the disposition of his remains, much as in the 1939 will, but not in the same words. He devised real property in Marin County to two of the five persons to whom he had devised it in 1939, and the wife of a third. Real property in San Anselmo he devised to the Shriners Hospital instead of the persons to whom it had been devised in 1939. He gave all of his stocks to Mildred F. Hartter instead of Warren Zanzot. His cash legacies, other than the one to Miss Hartter, aggregated $7,500 *900 and were given to seven persons, five of whom were named as legatees in the 1939 will. This will then provides:

"I also give and bequeath to Miss Mildred F. Hartter, residing at No. 818 Steiner Street, San Francisco California, such other stocks, bonds or money that I possess, after all the other parties mentioned in my will have been paid."

"My savings deposits are in the Anglo California National Bank at Market & Ellis St. and also at Fillmore & Geary Street in San Francisco in the Anglo California Natl Bank, also in the San Francisco Bank at Haight and Ashbury Sts. in San Francisco and the Franklin Savings and Loan Society, Cor. 6th & Market Streets in San Francisco in California."

"Any money that may remain after all of my bills have been paid and also Executors fees, I give to Presidio Lodge No. 354 Free & Accepted Masons in San Francisco California, to be used for the benefit of sick members."

The 1944 will contains no other residuary clause. It does not in terms revoke all former wills nor does it refer to any former will in any manner.

There are significant differences between the two wills. One person who was omitted as a legatee in the 1944 will was devised a larger interest in a parcel of real property. The Shriners' Hospital was also omitted as a legatee but was given considerable real estate. The Presidio Lodge was willed $500 in 1939 while in 1944 it was made a residuary legatee. Of the five persons (other than Miss Hartter) who were named in both wills as legatees only one was bequeathed the same sum of money. Two other persons were named in 1944 as legatees and 13 persons formerly named, including all of the appellants, Lucile Watrous and others, were omitted. The name of Warren Zanzot, who was given stocks and real estate in 1939, does not appear in the 1944 will. The outstanding difference between the two wills lies in the generous provision made in 1944 for Miss Hartter, who is also named as coexecutor. Her name does not appear in the 1939 will. She and the testator were very good friends prior to 1915 but had not seen each other after that time until early in the year 1943, at which time their friendship was renewed.

The estate was appraised at $49,433.45. This includes currency and securities which were in the testator's safe deposit box at the time he made his last will. The amount of the currency was $25,200, and the securities in the box were appraised at $2,501. Miss Hartter claims title to the contents of the box as a gift made to her after the execution of the *901 1944 will, but the validity of the gift is still to be determined in the proper court. Articles of tableware and jewelry which are not mentioned in the 1944 will were appraised at $299. The real estate was appraised at $9,000. The balance of the estate consists of stocks, bonds and money in banks.

Appeal of Lucile Watrous and Others

The trial court found:

"That the two documents dated September 11, 1939 and September 17, 1944, respectively, and admitted to probate as the last will and testament of William E.

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Bluebook (online)
229 P.2d 38, 102 Cal. App. 2d 896, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-brodersen-calctapp-1951.