Estate of Fay

1 Coffey 428
CourtSuperior Court of California, County of San Francisco
DecidedMarch 12, 1902
DocketNo. 26,323
StatusPublished

This text of 1 Coffey 428 (Estate of Fay) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Fay, 1 Coffey 428 (Cal. Super. Ct. 1902).

Opinion

COFFEY, J.

This is a proceeding for the probate of a certain instrument alleged in the petition-to be the last will and testament of John Fay, deceased.

The proposed will is olographic in form, was entirely written, dated, and signed by the hand of the testator himself. It bears date “May twenty-fifth eighteen hundred and fifty-nine. ’ ’

This alleged will makes certain bequests and devises to the surviving wife and children of the deceased, naming them, and, among others, to a daughter, Mary Montealegre.

It appears that at the date of said will the said testator was unmarried and none of his said children was yet born; that Mary Montealegre, his daughter, was married on the thirty-first day of January, 1887, to Charles F. Montealegre, from whom she was divorced on the twenty-ninth day of July 1890, and by the provisions of the decree of divorce she was authorized to resume her maiden name of Mary Fay. She died March 29, 1900, nearly two years prior to the death of the testator, leaving her surviving no child or children or lineal descendants. Luke Fay, the oldest son of said deceased, was born February 28, 1861, nearly two years subsequent to the date of said will.

It is apparent, therefore, that the will in question could not have been executed earlier than January 31, 1887, the date of the marriage of his daughter as aforesaid, and probably not later than the decree of divorce rendered July 29, 1890, when she resumed her maiden name, as it is not likely that after such date the deceased would have named her in his will as “Mary Montealegre.”

[429]*429The question to be determined is, Was this instrument duly executed as an olographic will?

This will bears a date at least twenty-eight years prior to its execution. Does this comply with section 1277 of the Civil Code? That section is as follows: “An olographic will is one that is entirely written, dated, and signed by the hand of the testator himself. It is subject to no other form, and may be made in or out of this state, and need not be witnessed.”

That a date is one of the requisites of an olographic will, and that such date must be written by the testator himself is the settled law of this state.

In Estate of Martin, 58 Cal. 530, there was no date to the will, which was olographic, and it was held invalid, although it contained a declaration that' the testator was “of the age of sixty years.”

In Estate of Rand, 61 Cal. 468, 44 Am. Rep. 555 and in Estate of Billings, 64 Cal. 427, 1 Pac. 701, it was held that an olographic will in which the date was partly written and partly printed was invalid.

In Estate of Behrens, 130 Cal. 416, 62 Pac. 603, it was conceded that the olographic will in question in that case, bearing date in the writing of the testator of “Febr. 12, ’98,” was sufficiently dated under the code.

In Estate of Lakemeyer, 135 Cal. 28, 87 Am, St. Rep. 96, 66 Pac. 961, it was held that the words and figures, “New York, Nov. 22, ’97,” used in an olographic will, constitute a date, and that the will was sufficiently dated. ¡,

In no case reported in this state or elsewhere have I been able to find the question involved in the case at bar decided. Its solution, however, does not seem to me to be difficult. It was evidently the intention of the legislature that an olographic will should not only be dated, but that it should state the true date of the execution thereof. In Estate of Martin, 58 Cal. 530, the court say.:

“It is claimed that the dating of a will is a mere formal matter, not absolutely necessary. We do not think so. The legislature has seen fit to require three things to concur, for the execution of an olographic will, viz.: That it be written, dated, and signed by the hand of the testator. We [430]*430are not at liberty to hold that the legislature intended any one of these requirements to be of any greater or less importance than the others. If we may omit one, why not either of the others?
“The paper is not aided by the declaration contained in it, of the age of sixty years. It does not appear in the paper when he was of the age of sixty years. It may have been one day before his decease; it may have been ten years. ’ ’

The language of the court above implies that the will must not only be dated, but must bear the date of its execution; and this in reason ought to be so. The word “date” is defined in the Universal Dictionary as follows: “1. The formula appended to a letter, deed, etc., to denote the year, month, and day when such letter or deed was signed or executed.” Webster defines the word “date” thus: “That addition to a writing which specifies the year, month and day when it was given or exercised.”

There are several reasons why the correct date should be stated in olographic wills. Some of them are noted in the case of Succession of Robertson, 49 La. Ann. 868, 62 Am. St. Rep. 672, 21 South. 586, as follows:

“The law enjoins the date on two grounds: The first, the most essential, is in order that the precise date the testator made a disposition of his property may be known, rendering it possible to determine whether the testator had the capacity of giving at the date the testament was made. The second ground is secondary. If there are two testaments, it should be manifest which is the last, in case of opposing or incompatible dispositions. ’ ’

In that case the date was partly written and partly printed, and the proposed will therein was held invalid by the court.

In Heffner v. Heffner, 48 La. Ann. 1088, 20 South. 281, other reasons were noted. The will in that ease closed as follows: “Written, dated and signed in my own handwriting, on this - day of June, 1893. William Heffner.” The court in that case used the following language:

“When the code comes to prescribe the olographic testament, the notary, the witnesses and all forms of authentica[431]*431tion are dispensed with, and the requirement is that such a will to have the validity must be wholly written, dated, and signed by the hand of the testator. The policy of the law to secure the true representation of the testator’s wishes and guard against fraudulent wills is marked in the requisite of the testator’s handwriting, including the expression of the date when he writes the paper and affixes the signature it bears. The date in the testator’s handwriting is part of the evidence the law requires of the verity of the instrument. If the paper is forged, the date it must bear may furnish the means of detection, on any issue of the sanity the dates indicate and restrict the period of inquiry.”

If the instrument in the case at bar were admitted to probate as the last will of deceased, and within the time allowed by law, a contest should be inaugurated in which the mental capacity of the testator to make the same were challenged, at what point in time would the court direct or restrict the evidence to the point in issue ? The sanity of the testator must appear at the time of the execution of the will: In re Wilson, 117 Cal. 269, 49 Pac. 172, 711.

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Bluebook (online)
1 Coffey 428, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-fay-calsuppctsf-1902.