Estate of Brown

199 Cal. App. 2d 274, 18 Cal. Rptr. 435
CourtCalifornia Court of Appeal
DecidedJanuary 18, 1962
Docket6625
StatusPublished
Cited by4 cases

This text of 199 Cal. App. 2d 274 (Estate of Brown) 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 Brown, 199 Cal. App. 2d 274, 18 Cal. Rptr. 435 (Cal. Ct. App. 1962).

Opinion

199 Cal.App.2d 274 (1962)
18 Cal. Rptr. 435

Estate of LAURA NORTON BROWN, Deceased.
FIRST WESTERN BANK AND TRUST COMPANY, as Trustee, etc., Petitioner,
v.
BEVERLY BROWN, Individually and as Guardian ad Litem, etc., et al., Objectors and Appellants; DOUGLAS BROWN et al., Claimants and Respondents.

Docket No. 6625.

Court of Appeals of California, Fourth District.

January 18, 1962.

*276 Launer, Chaffee, Hanna, Ward & Stack and Launer, Chaffee, Hanna, Ward, Stack & Langhauser for Objectors and Appellants.

James E. Walker and Blodget, Gilbert & Cochran for Claimants and Respondents.

SHEPARD, J.

This is an appeal from a judgment and decree instructing the testamentary trustee regarding distribution of income.

FACTS

Laura Norton Brown, a widow, at about the age of 80 years, made her will at Fullerton, California on February 24, 1942. She died June 22, 1943, at age 81. Her only child, Thomas Duffill Brown, died before she made her will, leaving surviving him his wife, Nellie Brown, a natural son, Keith (whom we will hereinafter call Keith, Senior), and an adopted son, Douglas. At the time she made her will there were also two great-grandchildren, Keith, Junior, and Diane Brown Baker, the issue of Keith, Senior. After the will was made three other great-grandchildren were born, also the issue of Keith, Senior. They are Daryl, Sharon and Kendall Brown. There is also one great-great-grandchild, Leslie Ellen Brown, the issue of Keith, Junior.

By her will the testatrix bequeathed the bulk of her estate to a bank as trustee, directing that

(a) the net income be paid in equal parts to her son's widow, Nellie, and her cousin, Harry Duffill, during the lifetime of each;

(b) upon the death of Nellie, her one-half of the net income would be paid to "her surviving children";

(c) upon the death of both Nellie and Harry the trust would terminate and the corpus would be distributed to the "then living grandchildren of testatrix, those now being Douglas Brown and Keith Brown";

(d) termination of the trust in any event upon the death *277 of the last surviving grandchild living at the time of testatrix' decease;

(e) "If their share of the income from this trust to which my daughter-in-law or any descendants of mine may be entitled shall in the discretion of the trustee be insufficient to provide her or them with reasonable support," corpus may be invaded for such purpose.

Pertinent events which occurred in the lives of interested parties after the death of testatrix are as follows: Nellie died March 16, 1951; Keith, Junior, died June 8, 1957, leaving one child surviving, Leslie Ellen Brown; Keith, Senior, died in May 1959, leaving surviving children Daryl, Sharon, Diane and Kendall, and one grandchild, Leslie Ellen.

Upon the death of Keith, Senior, the trustee petitioned the court for instructions regarding distribution of income and the trial court decreed that all Nellie's share of the income should go to Douglas. Certain of the children of Keith, Senior, appealed, contending that Keith's share of the income should be distributed to the lineal descendants of Keith, Senior.

CONFLICT OF EVIDENCE

The first problem is presented by the contention of respondent Douglas that there was a conflict of evidence concerning surrounding circumstances regarding testator's intention in the use of the word "children" as contained in the will and that because there was conflicting evidence on that subject this court is bound by the decision of the trial court. [1] It is of course the general rule that a trial court's findings on conflicting evidence are to be regarded in the same light as factual findings in any other case. They will not be disturbed if there is substantial evidence to sustain them and reasonable minds might draw the same conclusion therefrom. (Estate of Taylor, 175 Cal. App.2d 669 [346 P.2d 884].)

[2] "However, it is also the rule that where no extrinsic evidence is introduced or where there is no conflict in such evidence, the construction of an uncertain provision in a will is a question of law on which the independent judgment of the appellate court is to be exercised. Under such circumstances, there is no issue of fact and it is the duty of an appellate court to make the final determination in accordance with the applicable principles of law. (Estate of Platt, 21 Cal.2d 343, 352 [4] [131 P.2d 825]; Estate of Wunderle, 30 Cal.2d 274, 280 [6] [181 P.2d 874].)" (Estate of Helfman, 193 Cal. App.2d 652, 654 [1] [14 Cal. Rptr. 482].)

*278 [3] We are not here confronted with evidence of the conflicting nature presented in the Taylor case. Nothing in the evidence here indicates any preference between Keith, Senior, and Douglas nor the heirs of one of them. The evidence from the heirs of Keith, Senior, indicated a friendly disposition on the part of the testatrix' toward the great-grandchildren. Douglas then produced in purported rebuttal two undated letters written by the testatrix. One was to Nellie, dated August 10, possibly written as late as 1942. In it the testatrix relates usual matters of family interest and comments that she is not well enough to have strangers; that she has not invited Keith to come to see her; that he is a stranger to her. She further comments, "I could not possibly have children here." In a letter to Douglas, apparently written some months later than the one to Nellie, she evinces the normal goodwill of a grandmother toward a grandson. The only hint of testamentary intent contained in either letter is the statement, referring to the 23 1/2-acre orange grove property on which she lived, "Some day you & Keith will own it all & perhaps you may live here."

It must be remembered that at this time the testatrix was approximately 80 years of age and in failing health. Her comment about not having children in her home was not directed at Keith's children particularly but at children generally. Obviously in her failing health and age this indicates nothing more than her recognition that her condition did not admit of that nervous resilience necessary to stand the noise and movement common to small children generally. Her comment respecting Keith and Douglas "owning it all" shows no intent to distinguish between the ordinary objects of her family bounty. On the contrary it indicates an intent that each should share equally in the ultimate ownership of her home.

Thus it is clear that the extraneous evidence does not support any reasonable inference that the testatrix intended any different treatment as between her lineal heirs. We can find no merit in the contention that this court is bound by the finding of the trial court. There was no such conflicting evidence as would cause such a result.

GENERAL RULES OF INTERPRETATION

Douglas here contends that the will shows an unequivocal intent on the part of the testatrix that upon the death of Keith all of Nellie's one-half share of the net income be paid to him and that upon the death of Harry Duffill the trust shall terminate *279 and all of the trust estate thereupon be distributed to Douglas. We cannot agree that the will compels the conclusion that Nellie's one-half share of the income should go solely to Douglas.

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