Estate of Feldman

178 P.2d 498, 78 Cal. App. 2d 778, 1947 Cal. App. LEXIS 1530
CourtCalifornia Court of Appeal
DecidedMarch 27, 1947
DocketCiv. 13167
StatusPublished
Cited by11 cases

This text of 178 P.2d 498 (Estate of Feldman) 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 Feldman, 178 P.2d 498, 78 Cal. App. 2d 778, 1947 Cal. App. LEXIS 1530 (Cal. Ct. App. 1947).

Opinion

*780 BRAY, J.

Appeal by Ernest Meezit from portions (hereinafter designated) of a supplemental decree of distribution rendered in the estate of Carl Feldman, deceased. The only respondent on the appeal is Dr. Jason Noble Pierce, as executor of the last will and testament of said deceased.

The will of the deceased is holographic. After making certain specific gifts the will provides: “To Ernest Meezit, 60 Mirabel Avenue, San Francisco, Cal, 15 fifteen thousand Dollars, Three thousand for his- personal use, and the rest to distribute according to my personal wishes.” It is this clause in the will that caused the litigation, as to which litigation the trial judge observed: “. . . this is the most unusual case, I think, in the history of probate law. ’ ’

The will was admitted to probate, and the administration of the estate continued in the normal way until time for distribution. The court then entered a decree of distribution in which it ordered $3,000 of the $15,000 mentioned in the above clause of the will to be distributed to appellant, and the balance of $12,000 to be impounded until such time as that clause could be interpreted and the further order of the court. Actually the amount impounded was only $11,162.85, as that was the balance left in the estate after paying the other specific legacies, claims and expenses of administration. However, the court frequently, as will hereafter appear, referred to $12,000, instead of the exact sum on hand, and for convenience hereafter we will generally refer to it as $12,000 instead of the specific amount.

Carl Feldman died May 2, 1943, and the will was admitted to probate May 24, 1943. On the Saturday preceding his death, Feldman was ill in the Gordon Hotel.' Appellant, his friend, spent the night with him in his room. According to appellant’s testimony, Feldman on that occasion requested appellant to distribute moneys to certain named persons. After the death of Feldman, and all during the probating of the estate and even at the time of the making of the decree of distribution above mentioned, appellant did not disclose to anyone what persons the testator, intended to receive moneys under the clause “and the rest to distribute according to my personal wishes.”

In the petition for distribution the executor called attention to the clause in question, stated that appellant had refused to advise the executor whom the testator intended to be the distributees under that provision of the will, and requested that a citation issue requiring appellant to come into court *781 and disclose who these persons were. One Alma Loose thereupon filed a pleading denominated “Answer to Petition for Final Distribution” and in it alleged that she was “the undisclosed distributee referred to” in the will and that appellant had “promised to convey” the $12,000 to her, and thereby claimed that sum as a legatee.

On the day after the decree of distribution impounding the $12,000 was filed, appellant filed in the probate proceeding an “Objection to Executor’s Report and Petition for Settlement of First and Final Account” verified by him. This is a rather amazing document in view of the later position taken by him and his testimony at the hearing. This states that under the terms and provisions of the will appellant “was bequeathed the sum of Fifteen Thousand ($15,000.00) Dollars, Three Thousand ($3,000.00) of which was for his own personal use and the rest to be distributed according to the testator’s personal wishes. Said legatee, Ernest Meezit, denies that he has refused to advise petitioner as to whom the testator intended to be the legatees under said provision of the Will or whether or not said testator’s instructions relative thereto were oral or in writing. Said legatee further denies that he evades information relative to the intention of the testator and the executor and in this connection alleges that there are no known legatees who are to he advised as to their rights and interests in the said Twelve Thousand ($12,000.00) Dollars . . . that at the time of the execution of said Will on October 12,1942, no mention was made to him by said testator regarding said legacy, and at no time either prior to the execution of said Will or thereafter did the said legatee, Ernest Meezit, promise or agree either expressly or impliedly with said testator that he would distribute said legacy in accordance with the personal wishes of said testator.” (Emphasis added.) The appellant then goes on to pray that the total sum of $15,000 be distributed to him “as his sole and separate property, and that no trust be impressed on the sum of Twelve Thousand ($12,000.00) Dollars or any portion thereof, and that petitioner’s request that the status of the Twelve Thousand ($12,000.00) Dollars be determined to be impressed with a trust, be denied.”

A citation was issued by the court to appellant directing him to appear on a certain day and reveal to the court “any wishes expressed to him by the testator concerning the distribution of the” $12,000. At the hearing which followed, the *782 respondent-executor, Alma Loose and appellant Meezit were the only parties of record. At the conclusion of the hearing, the court signed a supplemental decree of distribution in which, after setting forth that the executor in his petition for final distribution had requested that said provision of the will be interpreted by the court for the purpose of ascertaining the intentions of the executor, it is recited that the court had issued a citation to Meezit to appear and reveal to the court any wishes expressed to him by the testator; that the citation came on for hearing on certain days; that testimony was taken from appellant and several other witnesses as to the intentions of the testator as to who the undisclosed beneficiaries were. The court then found that out of the $12,000, Peter Kore should receive $1,000, less inheritance tax of $70, or a balance of $930; Michael A. Kruger, $1,000, less inheritance tax of $70, or a balance of $930; Vera Kreekis, $1,000, less inheritance tax of $70, or a balance of $930; Mary Kreekis, $1,000, less inheritance tax of $70, or a balance of $930; Alma Loose, $2,000, less inheritance tax of $140, ór a balance of $1,860; Fritz Cecul, $500, less inheritance tax of $35, or a balance of $465. The court further found that Dr. Jason Noble Pierce should receive the sum of $500 for extraordinary services as executor; E. M. Gibbons, $500 in fees for extraordinary services as attorney for the executor; Leslie C. Gillen, $500 in fees as attorney for Alma Loose; Alfred Del Carlo, $750, and William B. Hornblower, $750 in fees as attorneys for the legatee Meezit; and Dr. Jason Noble Pierce, executor, $77.10 for transcript and court costs advanced.

The court thereupon distributed, and ordered the executor to pay to the executor, legatees and attorneys above mentioned, the amounts which it found they should receive as above set forth. After such payments there was left on hand out of the $12,000 in question $2,040.54, which sum the court ordered distributed and paid equally to the First Congregational Church of San Francisco and Goodwill Industries of San Francisco, who were the residuary legatees in the will. In discussing the case, for clarity, we shall ignore the .deduction of inheritance tax from each legatee’s share and refer only to the gross sum which he or she would receive before deduction of that tax.

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Bluebook (online)
178 P.2d 498, 78 Cal. App. 2d 778, 1947 Cal. App. LEXIS 1530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-feldman-calctapp-1947.