Estate of Fuller

300 P.2d 342, 143 Cal. App. 2d 820
CourtCalifornia Court of Appeal
DecidedAugust 15, 1956
DocketCiv. No. 21701
StatusPublished
Cited by24 cases

This text of 300 P.2d 342 (Estate of Fuller) 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 Fuller, 300 P.2d 342, 143 Cal. App. 2d 820 (Cal. Ct. App. 1956).

Opinion

143 Cal.App.2d 820 (1956)

Estate of ALICE I. FULLER, Deceased. ELIZABETH FULLER PIERRONG, Appellant,
v.
ANTOINETTE FULLER McMUNN et al., Respondents.

Civ. No. 21701.

California Court of Appeals. Second Dist., Div. Three.

Aug. 15, 1956.

Hahn & Hahn and Allyn H. Barber for Appellant.

John C. Mead and Noren Eaton for Respondents.

VALLEE, J.

Appeal from part of a decree of distribution. The question is whether Antoinette Fuller McMunn forfeited her rights under the will of the deceased by contesting or attacking or opposing the will, or in seeking to impair or invalidate any of its provisions, or in endeavoring to succeed to part of the estate otherwise than through the will.

Alice I. Fuller died testate on October 13, 1952. Her will left the residue of the estate in trust with directions to pay the income to Mrs. McMunn for life. It contained this in terrorem provision:

"If any devisee, legatee or beneficiary under this will, or any person claiming under or through any devisee, legatee or *822 beneficiary, or any other person who, if I died wholly or partly intestate would be entitled to share in my estate shall, in any manner whatsoever, directly or indirectly, contest this will or attack, oppose or in any manner seek to impair or invalidate any provision thereof, or shall, in any manner whatsoever, conspire or cooperate with any person or persons attempting to do any of the acts or things aforesaid, or shall settle or compromise directly or indirectly, either in or out of court, with any such contestant, or shall acquiesce in or fail to oppose such proceedings, or shall endeavor to succeed to any part of my estate otherwise than through this will, then in each of the above mentioned cases, I hereby bequeath to such person or persons the sum of One Dollar ($1.00) only, and all other bequests, devises and interests in this will given to such devisees, legatees and beneficiaries shall be forfeited and shall be distributed pro rata among such of my devisees, legatees and beneficiaries as shall not in any manner have participated in, and as shall have opposed such acts or proceedings. If all of my devisees, legatees and beneficiaries shall participate in or fail to oppose such proceedings, I give, devise and bequeath the whole of my estate to my heirs-at-law according to the laws of succession of the State of California then in force, excluding all contestants and said devisees legatees and beneficiaries and their successors in interest."

On October 23, 1952, the executrix and executor named in the will petitioned for probate, and notice of the hearing was duly posted and published. Prior to the hearing and on November 18, 1952, Mrs. McMunn filed written grounds of opposition to its probate and caused a citation to be issued. In the opposition she alleged unsoundness of mind, want of due execution, and undue influence exercised by Elizabeth Fuller Pierrong, her daughter and granddaughter of the deceased.

On November 21, 1952, the court set the contest for trial for February 26, 1953. On January 16, 1953, the executrix and the executor filed a general and special demurrer to the opposition and a motion to strike the entire document and various parts thereof. At the hearing of the demurrer and the motion to strike on January 23, 1953, by stipulation the motion to strike was granted except as to two paragraphs thereof and the demurrer was ordered off calendar. On February 20, 1953, Mrs. McMunn filed a dismissal of the opposition.

The will was thereafter admitted to probate and an executrix *823 and executor appointed. The executor later resigned. The petition for final distribution of the estate stated that the will devised and bequeathed the residue in trust to pay the income to Mrs. McMunn for life, alleged she had filed a contest of the will in which she opposed its admission to probate and that by filing the contest she forfeited her right to participate as beneficiary under the trust. Mrs. McMunn filed objections to the petition, alleging the contest was dismissed before an answer had been filed and a trial of the issues had, and that she was entitled to the income from the trust. The court sustained the objections; found that by reason of the fact the contest did not proceed to trial and judgment Mrs. McMunn did not contest the will or attack or oppose or in any other manner seek to impair or invalidate any provision of the will or endeavor to succeed to any part of the estate other than through the will; concluded she had not forfeited her right to take under the will; and distributed the income of the trust to Mrs. McMunn for life. Miss Pierrong appeals from that part of the decree ordering the trustee of the trust to pay the income thereof to Mrs. McMunn for life.

Miss Pierrong contends Mrs. McMunn violated the in terrorem provision of the will and thereby forfeited all rights thereunder. Mrs. McMunn claims the document she filed was a mere "paper contest," and since she dismissed before trial she does not come within the purview of the in terrorem provision.

[1] It is a cardinal rule of construction that the intent of the testatrix, as manifested by the terms of the will, must be given effect. [2] The property of a testatrix is hers to dispose of as she wills, and she is not called on to consult or follow the wishes or views of her heirs or beneficiaries or of courts or juries. (In re Spencer, 96 Cal. 448, 452 [31 P. 453]; Estate of Markham, 46 Cal.App.2d 307, 314 [115 P.2d 866].) [3] The testatrix was free to dispose of her property on whatever condition she wished to impose so long as the condition was not prohibited by law or opposed to public policy. [4] She could give or refrain from giving, and could attach to her gifts any lawful condition which her reason or caprice might dictate. [5] She was disposing of her own property and the beneficiary claiming thereunder must take the gift, if at all, on the terms offered. (Estate of Miller, 156 Cal. 119, 121 [103 P. 842, 23 L.R.A.N.S. 868]; In re Kitchen, 192 Cal. 384, 389 [220 P. 301, 30 A.L.R. 1008]; Estate of Markham, 46 Cal.App.2d 307, 314 [115 P.2d 866].) *824

[6] A provision in a will providing for forfeiture of a legacy or devise in the event of a contest of the will by a legatee or devisee is valid and binding on such legatee or devisee. (Estate of Hite, 155 Cal. 436, 439 [101 P. 443, 17 Ann.Cas. 993, 21 L.R.A.N.S. 953]; Lobb v. Brown, 208 Cal. 476, 484 [281 P. 1010]; Estate of Markham, 46 Cal.App.2d 307, 314 [115 P.2d 866]; Estate of Howard, 68 Cal.App.2d 9, 11 [155 P.2d 841].) [7] An in terrorem provision in a will is not against public policy and must be enforced as written. (In re Garcelon, 104 Cal. 570, 590 [38 P. 414, 43 Am.St.Rep. 134, 32 L.R.A. 595]; Estate of Hite, 155 Cal. 436, 439-441 [101 P. 443, 17 Ann.Cas. 993, 21 L.R.A.N.S. 953]; Estate of Miller, 156 Cal. 119, 121-122 [103 P. 842, 23 L.R.A.N.S. 868].) [8] An in terrorem clause is to be strictly construed. [9] "The rule that a forfeiture clause is to be strictly construed means simply that no wider scope is to be given to the language employed than is plainly required.

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300 P.2d 342, 143 Cal. App. 2d 820, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-fuller-calctapp-1956.