Estate of Flint

25 Cal. App. 3d 945, 102 Cal. Rptr. 345
CourtCalifornia Court of Appeal
DecidedMay 24, 1972
Docket11121
StatusPublished
Cited by11 cases

This text of 25 Cal. App. 3d 945 (Estate of Flint) 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 Flint, 25 Cal. App. 3d 945, 102 Cal. Rptr. 345 (Cal. Ct. App. 1972).

Opinion

25 Cal.App.3d 945 (1972)
102 Cal. Rptr. 345

Estate of MILDRED FLINT, Deceased.
SECURITY PACIFIC NATIONAL BANK, as Trustee, etc., Petitioner,
v.
BARBARA KULP, Objector and Appellant.
MARK DICKENS HARRIS, Claimant and Respondent.

Docket No. 11121.

Court of Appeals of California, Fourth District, Division One.

May 24, 1972.

*948 COUNSEL

Harris & Hollingsworth and William Hollingsworth for Objector and Appellant.

Lewis, Novak & Campbell and Carlisle C. Lewis, Jr., for Claimant and Respondent.

OPINION

WHELAN, J.

Barbara Kulp has appealed from an order of the probate court (the 1971 order) directing distribution to Mark Dickens Harris of the assets of a testamentary trust which had terminated.

Barbara and Mark are children of Mildred Flint by different fathers. The trust was created by the will of their mother, who died in 1956.

Mark was born November 19, 1944. Barbara was a child of an earlier marriage of the testatrix and was 9 years of age when her mother married the father of Mark on December 19, 1939. The elder Mark Harris adopted the then Barbara Jensen in 1949; when he died he left her $1,000. Barbara married George Kulp in June of 1950.

All of Mrs. Flint's estate came to her from the elder Mark Harris when he died.

By the will, dated December 8, 1955, Mrs. Flint stated she revoked all earlier wills, and made only one bequest to Barbara by name, the sum of one dollar; a like amount was given to each of two sisters and two brothers of the testatrix. All of Mrs. Flint's jewelry was given to Mark.

The only other disposition was of the residue, which was given in trust to Security Trust and Savings Bank of San Diego, now Security Pacific National Bank, "for the sole and exclusive benefit of my son, Mark."

All income was to be paid to Mark or his guardian; the trustee was authorized in its absolute discretion, if Mark should for any reason be in need of funds for his proper care, maintenance or education, to: "... pay to or apply for his benefit, in addition to the net income then payable to him as hereinabove provided, such amounts from the principal of the trust estate, up to the whole thereof, as the Trustee may from time to time deem necessary or advisable for his use and benefit."

*949 Termination of the trust was provided for in the following language: "This trust shall cease and terminate when Mark has died or reached the age of twenty-five, whichever event first occurs. Upon termination of said trust, the Trustee shall distribute and deliver all of the remaining trust estate to such child or children as are then living, share and share alike, and if no child be then alive, then in such event said trust estate shall vest according to the laws of intestacy of the State of California."

The will contained also the following provision: "I declare that except as otherwise provided in this Will, I have intentionally omitted to provide herein for any of my heirs living at the time of my death."

The will was admitted to probate on May 4, 1956.

The trust estate was distributed to the trustee named in Mrs. Flint's will on July 5, 1957, by a decree (the 1957 decree) which quoted the language of the will as to the terms of the trust, and repeated exactly the quoted language of the will as to termination of the trust.

The 1971 order was based upon written findings of fact and conclusions of law as follows:

"4. That at the time of the execution of the Will containing the testamentary trust, the testatrix Mildred Flint and her daughter Barbara Kulp were estranged.

"5. That testatrix intended and so instructed her attorney, in drafting her Will, to disinherit Barbara Kulp in said Will and to preclude said Barbara Kulp from taking under the Will and sharing in the distribution of the testamentary trust contained therein.

"6. That Paragraph Fourth of the Last Will of Mildred Flint, by providing for a specific bequest of One Dollar ($1.00) to Barbara Kulp, was intended to provide for the disinheritance of Barbara Kulp.

[Conclusions of Law]

"From the foregoing Findings of Fact, the Court makes the following Conclusions of Law:

"1. That Paragraph `Fourth' of the Last Will of Mildred Flint disinherits Barbara Kulp.

"2. That the disinheritance of Barbara Kulp in Paragraph `Fourth' pervades the entire Last Will and Testatment of Mildred Flint.

"3. That Barbara Kulp is excluded from the class of persons entitled to distribution of the Trust upon termination.

*950 "4. That Mark Dickens Harris is included in the class of persons entitled to distribution upon termination of said Trust.

"5. That said Trust shall be distributed to Mark Dickens Harris."

The 1971 order for distribution of the assets of the trust to Mark repeats the language of the quoted conclusions of law.

The 1971 order did not in terms state the meaning of the language of the 1957 decree and of the will incorporated in that decree, nor did it declare that the language of the decree and will was ambiguous.

The 1971 order did not define in terms the class to the members of which distribution should be made; it did not say whose child or children were to take. It merely said Mark is included in the class of persons entitled; Barbara is excluded from that class.

(1) As impliedly found by the trial court, the use of the words "such child or children as are then living" provides for a gift of the trust remainder to a class as judicially defined; i.e., "`to a body of persons uncertain in number at the time of the gift, to be ascertained at a future time, who are all to take in equal or some other definite proportions, the share of each being dependent for its amount upon the ultimate number.'" (Estate of Henderson, 161 Cal. 353, 360 [119 P. 496]; see also Estate of Clark, 64 Cal. App.2d 636, 641 [149 P.2d 465].)

Over the objection of Barbara, an attorney, who prepared the will, testified to instructions given him as follows: "She wanted to be sure that Mark was taken care of during his minority, and she pointed out in these other wills that it carried through until he was 25, these trust arrangements, and then she wanted everything, when he reached his 25th birthday, to go to Mark. We then took up the question: what would happen in the event Mark died before the trust ended? and at that time she said that she wanted, in that event, if Mark had children, she wanted it to go to his children."

He testified that after the will had been prepared it was read by the testatrix; after she had read it there was no discussion as to what was meant by the phrase "child or children"; the attorney had no recollection of any discussion of any of the terms of the will.

Also, over objection, the attorney testified Mrs. Flint had stated to him she wanted to disinherit her daughter and only give her a dollar.

Over objection by Barbara, Teresa Barnes testified to a conversation with the then Mildred Harris in 1952 or 1953, when Mrs. Harris expressed animosity toward Barbara, expressed dislike toward Barbara's husband, and said Barbara had no interest in her.

*951 A will executed by Mildred Harris in 1951 and an unexecuted draft of a will dated November 5, 1954, were received in evidence over Barbara's objection.

WHETHER THE 1957 DECREE WAS AMBIGUOUS, IN RESPECT OF WHAT IT WAS AMBIGUOUS, AND HOW SUCH AMBIGUITY MAY BE RESOLVED.

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Cite This Page — Counsel Stack

Bluebook (online)
25 Cal. App. 3d 945, 102 Cal. Rptr. 345, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-flint-calctapp-1972.