Estate of Fay

78 P. 340, 145 Cal. 82
CourtCalifornia Supreme Court
DecidedOctober 5, 1904
DocketS. F. 3776
StatusPublished
Cited by38 cases

This text of 78 P. 340 (Estate of Fay) 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 Fay, 78 P. 340, 145 Cal. 82 (Cal. 1904).

Opinion

COOPER, C.

This is an appeal from an order refusing to admit to probate an instrument purporting to be the holographic will of deceased.

The instrument was entirely in the handwriting of deceased, and bore date “May twenty-fifth, eighteen hundred and fifty-nine.” It is not claimed that the deceased was not of sound mind, nor that the purported will was not his free act and deed. In the instrument the deceased made provision for his son Luke Fay, who was born in 1861; for his son John Fay, who was born about 1865; and for his daughter, Mary Montealegre, who was married to Carlos F. Montealegre in January, 1887, and died March 29, 1900. It is thus evident, from the testimony, that the instrument was not written in 1859, but at some time between the marriage of the daughter and her death. If we were to indulge in conjecture, we would say that the will was written May 25, 1889, the words “fifty-nine” being by mistake or carelessness inserted instead of the words “eighty-nine.” There does not appear to be any explanation as to the discrepancy in the date which the instrument bears and the actual date or time when it was executed. No reason is suggested, and none suggests itself to us, as to any object the deceased could have in dating the instrument “eighteen hundred and fifty-nine.” He had the right to make a holographic will, provided he complied with the statute in so doing. It is declared in the Civil Code (sec. 1277) that “a holographic will is one that is entirely written, dated, and signed by the hand of the testator himself. ’ ’ This is the same provision as in the Code Napoleon. The instrument in this case is a holographic will, unless we hold that the word “dated” in the above section means the actual and correct, time when the instrument was written. The legislature has not used the words “truly dated” nor “correctly dated,’* *84 but the word “dated,” which must be construed according to the approved usage of the language (Civ. Code, sec. 13), and in its primary and general sense. (Code Civ. Proc., sec. 1861.) If we should hold that the word “dated” means the true and correct time when the will was written, then any difference shown between the date given in the instrument and the time when it was written would invalidate it. If, under such rule, a testator, in his right mind, by his own hand, should write his will and date it January 1, 1903, and it should be shown by oral evidence to have been written January 1, 1904, the will would be void; and yet we know by constant experience that business men many times during the first few days of the new year write the date of the old. And also many times we get the wrong impression as to the day of the month, and instead of the correct date write the date as of the day preceding, or even of the following day. The word “date” or “dated” is often used as referring to the date or time-written in an instrument; thus it is provided in our code that any date may be inserted in a negotiable instrument, whether past, present, or future. (Civ. Code, sec. 3094.) The Century Dictionary defines the verb “date” “to mark with a date, as a letter or other writing.” A will, other than a holographic will is not required to be dated, and as to all other wills, parol evidence is admissible to show the true date, even if contradictory of the written date. (Under-hill on Wills, sec. 268.) A holographic will must be dated, for the reason that the legislature has said so, but we do not think it would be a sound rule to hold that any mistake or error in the date would invalidate the will. It will be presumed that the date given is the true date. We apprehend that cases will rarely occur in which this is not so. If it becomes necessary in any case upon a question as to the sanity of the testator, or probably other questions, the true time at which the will was made may be inquired into, but we hold that simply showing that a holographic will was made at a time different from that written therein will not invalidate it. The date is not the material thing, although made necessary by the statute. It is a means of identification, and aids in determining the authenticity of the will; but the main and essential thing is, that the will be wholly written and signed by the hand of the testator. The origin of holo *85 graphic wills arose probably under the civil law where among unsolemn privileged wills was that of a father bestowing his property on his children, all in his own handwriting. (1 Brown on Civil and Admiralty Law, p. 290.) A holographic will may be proved in the same manner that other private writings are proved. (Code Civ. Proc., sec. 1309.) A private writing may be proved by evidence of the genuineness of the handwriting of the maker. (Code Civ. Proc., sec. 1940.) We do not mean to be understood as holding that a holographic will must not be dated, because that is made essential by the statute. Our attention has not been called to any case directly in point, nor have we been able to find any.

It is said in Bement & Dougherty v. Trenton Locomotive etc. Co., 32 N. J. L. 515: “The primary signification of the word date is not time in the abstract, nor time taken absolutely, but, as its derivation plainly indicates, time given or specified, time in some way ascertained and fixed; this is the sense in which the word is commonly used. When we speak of the date of a deed, we do not mean the time when it was actually executed, but the time of its execution, as given or stated in the deed itself. The date of an item or of a charge in a book of account is not necessarily the time when the article charged was in fact furnished, but simply the time given or set down in the account in connection with such charge.”

In Underhill on Wills (sec. 181) it is said: “Where the date is given it may be contradicted by parol, though until that is done it will be presumed, in a case of holograph, that the will was executed upon the date which is stated in it.”

The language of the Civil Code of Louisiana is the same in meaning as the section of our code in regard to holographic wills. It was held by the United States circuit court in Gaines v. Lizardi, 3 Woods, 77, 9 Fed. Cas. 1042, that where the proof showed that a holographic will was written and signed by the testator, and bore date of some day in a designated month, but did not show of what particular day, that it was a sufficient compliance with the provisions of the code as to dating. The case involved the probate of a holographic will which had been lost or destroyed, but it illustrates the point in the case at bar. In case of a holographic will which has been lost or destroyed it might be impossible to prove the *86 day of the month, or even the month, in which it was executed, and yet the evidence might be clear and convincing that the will was entirely written, dated, and signed by the hand of the testator. Should the courts, in such cases, exclude the will from probate because the correct time at which it was written could not be proven? In Estate of Skerrett, 67 Cal. 587, the deceased in his lifetime signed a deed purporting to convey certain property to his sister. The record in the case shows that the deed was dated April 26, 1881, and acknowledged before a notary April 27, 1881. The deed was never delivered, and therefore could not take effect as a deed.

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Bluebook (online)
78 P. 340, 145 Cal. 82, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-fay-cal-1904.