Estate of Carter

47 Cal. 2d 200
CourtCalifornia Supreme Court
DecidedOctober 19, 1956
DocketS. F. No. 19359
StatusPublished
Cited by32 cases

This text of 47 Cal. 2d 200 (Estate of Carter) 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 Carter, 47 Cal. 2d 200 (Cal. 1956).

Opinion

47 Cal.2d 200 (1956)

Estate of FRED MASON CARTER, Deceased. AMERICAN CANCER SOCIETY et al., Appellants,
v.
CHURCH DIVINITY SCHOOL OF THE PACIFIC, Respondent.

S. F. No. 19359.

Supreme Court of California. In Bank.

Oct. 19, 1956.

Peart, Baraty & Hassard, Joseph S. Rogers, Gerald S. Chargin, J. Clark Benson, Richard G. Lean, Douglas, Zingheim & Allen and Bruce F. Allen for Appellants.

Ridley Stone for Respondent.

McCOMB, J.

These are two appeals, consolidated by stipulation, from orders of the superior court instructing (1) the executor of the last will and testament of Mabel C. Carter, deceased, and (2) the trustee under the last will and testament of Fred M. Carter, deceased, to the effect that Mabel C. Carter did not by her will exercise the power of appointment *202 given to her by the will of her predeceased husband, Fred M. Carter.

Appellants are five charities which are residuary legatees under the will of Mabel C. Carter but which are not mentioned in the will of Fred M. Carter.

Fred M. Carter and his wife, Mabel C. Carter, each executed wills on September 30, 1949, in the office of their attorney, W. W. Jacka, who had been practicing law since 1933 and prior to that time had been a trust officer for a bank. Mr. Carter later executed one codicil to his will. He died September 7, 1951. Mrs. Carter executed nine codicils to her will, and died April 21, 1954.

Mr. Carter's will was limited to his separate property and his share of the community property. It left his personal effects to his wife and the residue in two trusts, Trust A and Trust B. The entire income from each trust was to be paid to his wife during her lifetime. Trust A authorized his wife to add to it from her separate or community estate if she so wished, to make withdrawals from the corpus of Trust A, and

"(e) With respect to the said Trust A, my said wife is hereby granted a power to appoint the entire corpus thereof free of the Trust, in favor of her own estate or of any other beneficiary or beneficiaries whom my said wife may designate, which power shall be exercisable by my said wife alone, and in all events but shall be effective only if exercised by a valid will of my said wife."

In the event of nonexercise of the power of appointment by Mrs. Carter, Mr. Carter's will provided that the residue of Trust A went into Trust B, which was bequeathed to 28 specific legatees with the residue to respondent, Church Divinity School of the Pacific.

Mrs. Carter did not transfer her estate into Trust A as was authorized in Mr. Carter's will. The will of Mrs. Carter does not refer in express terms to the power of appointment given her by her husband's will. In her original will paragraph fifth (n) read as follows: "All the rest, residue and remainder of my estate, whether the same be real, personal or mixed and wheresoever the same may be situated, including any and all lapsed bequests under this Will, I give, devise and bequeath unto said Church Divinity School of the Pacific, Berkeley, California, without any restrictions as to the use thereof."

By a codicil dated March 1, 1953, the foregoing paragraph was changed to read: "All the rest, residue and remainder *203 of my estate, whether the same be real, personal or mixed, and wheresoever the same may be situated, including any and all lapsed bequests under this will, I give, devise and bequeath equally to the following organizations and institutions:"

"Shriners Hospital for Crippled Children, San Francisco, California."

Church Divinity School of the Pacific, Berkeley, California.

Santa Clara County Heart Association.

American Cancer Society, Santa Clara County Chapter.

Crippled Children's Society of Santa Clara County, Inc.

National Foundation for Infantile Paralysis, Inc., Santa Clara County Chapter.""

Over objection of appellants, the attorney who prepared the wills and several codicils was permitted to testify to conversations with the testator and the testatrix relative to the terms of their wills and the codicil of March 1, 1953, and in particular to statements of Mrs. Carter to the effect that she did not intend by her will or the codicil of March 1, 1953, to exercise her power of appointment under Trust A; also that he had advised Mr. and Mrs. Carter that the power of appointment could only be exercised by a will or codicil, (a) executed after the death of Mr. Carter, which (b) contained language expressly exercising the power of appointment.

Such testimony was admitted subject to a motion to strike. The trial judge did not expressly rule on the objection but in rendering his decision filed a memorandum opinion in which he stated: "It is my opinion also that the clause in the will under consideration is not ambiguous and therefore Judge Jacka's testimony was not necessary."

These questions are presented for our determination:

First: Did Mrs. Carter by her will exercise the power of appointment given to her by the will of her predeceased husband?

This question must be answered in the affirmative and is governed by these pertinent rules:

[1] (1) Where the language of a will is clear and unambiguous it must be interpreted according to its ordinary meaning and legal import and the intention of the testator ascertained therefrom. (Estate of Willson, 171 Cal. 449 at 456 [153 P. 927]; Estate of Blake, 157 Cal. 448 at 459 [108 *204 P. 287]; Estate of Avila, 85 Cal.App.2d 38 at 40 [192 P.2d 64]; Estate of Schaetzel, 44 Cal.App.2d 320 at 324 [1] [112 P.2d 324]; Gore v. Bingaman, 29 Cal.App.2d 460 at 470 [85 P.2d 172]; Estate of Bourn, 25 Cal.App.2d 590 at 602 [9] [78 P.2d 193].)

[2] (2) A devise or bequest of all the testator's real or personal property, in express terms, or in any other terms denoting his intent to dispose of all his real or personal property, passes all the real or personal property which he was entitled to dispose of by will at the time of his death including property embraced in a power to devise. (Prob. Code, 125; California Trust Co. v. Ott, 59 Cal.App.2d 715 at 717 [1] [140 P.2d 79]; Childs v. Gross, 41 Cal.App.2d 680 at 687 [107 P.2d 424]; Harvard Trust Co. v. Frost, 258 Mass. 319 [154 N.E. 863 at 864 [5]]; cf. Morffew v. San Francisco & S.R.R.R. Co., 107 Cal. 587 at 590 et seq. [40 P. 810].)

In California Trust Co. v. Ott, supra, at page 716, the following provision in a will was held to be the exercise by the donee of a power of appointment: "I give, devise and bequeath to my beloved wife, Phebe Ott, of Los Angeles, California, all the rest and residue of my estate, both real, personal and mixed, of every kind and nature, wherever the same may be situate, absolute, forever."

The court said at page 717: "The trial court found 'that said Francis S. Ott, Deceased, intended to and did exercise in his Last Will above set forth, his power of appointment.' We have reached the conclusion that the finding is supported. The will of Francis S. Ott purports, certainly, to devise all his real and personal property; the fifth subdivision clearly gives it that effect, following as it does the two specific bequests.

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