Estate of Edwards

203 Cal. App. 3d 1366, 250 Cal. Rptr. 779
CourtCalifornia Court of Appeal
DecidedAugust 23, 1988
DocketB028713
StatusPublished
Cited by9 cases

This text of 203 Cal. App. 3d 1366 (Estate of Edwards) 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 Edwards, 203 Cal. App. 3d 1366, 250 Cal. Rptr. 779 (Cal. Ct. App. 1988).

Opinion

203 Cal.App.3d 1366 (1988)
250 Cal. Rptr. 779

Estate of ANNA EDWARDS, Deceased.
SECURITY PACIFIC NATIONAL BANK, Plaintiff and Respondent,
v.
DAVID E. AGNEW et al., Defendants and Appellants. PATRICIA R. FOUBERT et al., Defendants and Respondents.

Docket No. B028713.

Court of Appeals of California, Second District, Division Six.

August 23, 1988.

*1369 COUNSEL

Hufstedler, Miller, Carlson & Beardsley, James R. McDaniel, Adrienne Larkin Cook, Berryhill, Edwards & Miller and Colleen Parent Beall, for Defendants and Appellants.

Wilson, Borror, Dunn & Scott, James R. Dunn and Robert L. Bletcher for Defendants and Respondents.

No appearance for Plaintiff and Respondent.

OPINION

STONE (S.J.), P.J.

The subject of this appeal is the interpretation of a provision in a will disposing of the principal of a residuary trust. We conclude that the trial court's interpretation of this provision is erroneous, and reverse.

Background

Anna Edwards (Anna) died in 1931; she left no spouse or children, and had three brothers.

In a will executed in 1930, she created a residuary trust which reads as follows in pertinent part: "EIGHTH: All the rest, residue, and remainder of *1370 my property, real, personal, and mixed, and wheresoever the same may be situate [sic] or being, I give, devise and bequeath to Security-First National Bank of Los Angeles, a corporation, in trust nevertheless for the following uses and purposes: To collect, hold, manage, sell, lease, control and possess, invest and re-invest the same, and pay the net income therefrom to the following persons and in proportions as follows: ... [¶] One-seventh thereof to my niece, Abby Edwards Randall; [¶] One-seventh thereof to my niece, Dorothy Edwards; [¶] One-seventh thereof to my niece, Margaret E. Agnew; [¶] One-seventh thereof to my niece, Miriam B. Edwards; [¶] One-seventh thereof to my grand-niece, Patricia A. Ryon; [¶] One-seventh thereof to my grand-niece, Anna Berningham Edwards; [¶] One-seventh thereof to my grand-nieces, children of my nephew, Alfred R. Edwards, surviving at the time of my death. [¶] Should either of my said nieces or grand-nieces die leaving lawful issue her surviving, then the share of the income of the one so dying shall go to such issue; however, should either of my said nieces or grand-nieces die leaving no lawful issue her surviving, then the share of the income of the one so dying shall go to the survivor or survivors of my said nieces and grand-nieces. Upon the death of the last of my four nieces in this Paragraph 8 above-named, this trust shall cease and terminate, provided my said grand-nieces shall have attained the age of fifty years (or shall have died) and the property so held in my trust by my said trustee shall go to and vest per stirpes in my said grand-nieces and in the lawful issue of my said four nieces and in the lawful issue of any of my grand-nieces who may have died prior to the termination of this trust; and should all my said nieces and grand-nieces die without lawful issue her or them surviving, then the property so held in trust shall go to and vest in my said nephews, Archie M. Edwards and John S. Edwards, ..." (Italics added.)

According to its terms, the aforementioned trust terminated in 1986, after the four nieces named in the trust income provisions died[1] and all the grandnieces designated in the trust income provisions reached the age of fifty.[2] All of these grandnieces are alive today. Two of the named nieces died without issue. One of the remaining named nieces had one daughter, a fifth grandniece, who is alive today. The other remaining named niece had four sons, of which two are deceased. Anna had a total of nine grandnieces and grandnephews, the five issue of the named nieces and the four income beneficiary grandnieces.

No party disputes that the trust terminated in 1986, or that the will expressly provides for a stirpital distribution of the trust proceeds. The sole *1371 question presented is what constitutes the "stirpes" or family roots for purposes of dividing the principal.

The trial court found that Anna's division of the trust's income into seven shares "along ancestral lines" and the interrelationship of the income distribution and principal distribution provisions indicated her intent that the trust's principal be divided per stirpes into seven shares, representing Anna's seven nieces and nephews, and each share then to be divided among the issue of each niece and nephew by right of representation. The court noted in its judgment that only five out of the seven nieces and nephews had issue. In its memorandum of intended decision, it called this plan for distribution "the five share option," apparently signifying the trust proceeds should be divided into five parts, representing the niece/nephew "ancestral lines" or family roots dying with issue.

DISCUSSION

(1) The reviewing court has the duty to independently interpret the will when, as here, the credibility of extrinsic evidence or the resolution of a conflict in the evidence are not issues for consideration. (Estate of Dodge (1971) 6 Cal.3d 311, 318 [98 Cal. Rptr. 801, 491 P.2d 385]; Estate of Elkeles (1979) 90 Cal. App.3d 374, 377 [153 Cal. Rptr. 377].) In independently construing the document, the appellate court is not to engage in any presumptions favoring the correctness of the trial court's judgment. (Estate of Hampton (1958) 165 Cal. App.2d 255, 259 [331 P.2d 778].)

(2) The cardinal rule in the construction of wills is the ascertainment of the testator's intent. (Estate of Elkeles, supra; Estate of Kaseroff (1977) 19 Cal.3d 272, 275 [137 Cal. Rptr. 644, 562 P.2d 325]; former Prob. Code, § 101, now § 6140.) The testator's intent is determined from the language of the will itself. (Estate of Kaseroff, supra.) "The intention which an interpretation of a will seeks to ascertain is the testator's intention as expressed in the words of the will, not some undeclared intention which may have been in his mind." (Estate of Stokley (1980) 108 Cal. App.3d 461, 467 [166 Cal. Rptr. 587].)

(3) Another fundamental rule of the construction of wills requires that every word should be examined and given some effect, if possible. (Estate of Newmark (1977) 67 Cal. App.3d 350, 356 [136 Cal. Rptr. 628]; former Prob. Code, § 102, now § 6160.) The words used should be given their ordinary, commonsense interpretation. (Estate of Newmark, supra; former Prob. Code, § 106, now § 6162.) If the intent can be determined from the words actually used, the inquiry is ended. (Estate of Newmark, supra.) That is, an *1372 unambiguous bequest cannot be affected by referring to other parts of the will. (Former Prob. Code, § 103, now § 6161.)

(4a) The sole question on appeal is the interpretation of the phrase in Anna's will: "...

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Bluebook (online)
203 Cal. App. 3d 1366, 250 Cal. Rptr. 779, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-edwards-calctapp-1988.