Estate of Lefranc

239 P.2d 617, 38 Cal. 2d 289, 1952 Cal. LEXIS 173
CourtCalifornia Supreme Court
DecidedJanuary 18, 1952
DocketS. F. 18239
StatusPublished
Cited by57 cases

This text of 239 P.2d 617 (Estate of Lefranc) 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 Lefranc, 239 P.2d 617, 38 Cal. 2d 289, 1952 Cal. LEXIS 173 (Cal. 1952).

Opinion

SCHAUER, J.

Appellant, Adele Masson, is both an heir at law and named as a legatee under the last will of decedent, Marie Lefranc. She appeals from a decree of final distribution which provides that because she had contested the will she had forfeited her substantial rights thereunder and which orders distribution of the entire residue of the estate to respondent, Nelty Lefranc Horney. We have concluded that the trial court correctly denied Adele a share of the estate, other than an alternative bequest of $1.00, but that the decree appealed from must be reversed because of failure to comply *292 with provisions of the testatrix’ will and with the law relating thereto.

Marie Lefrane died on April 7, 1942, leaving as her sole heirs at law two nieces, who are the appellant Adele and the respondent Nelty. By her will decedent made certain minor specific bequests and then left “all the rest, residue and remainder of my Estate” to a trustee to be held “subject to the following, uses, terms, conditions and limitations:

“ (a) My said trustee shall pay to my niece, Adele Masson, during her lifetime, all of the net income of said Trust Estate.
“(b) This Trust shall cease and terminate upon the death of my said niece, Adele Masson, whereupon the corpus of said trust, as well as any undistributed income thereon shall become the property of and vest in the issue of my said niece, Adele Masson, born in lawful wedlock. If my said niece, Adele Masson, shall leave no issue born in lawful wedlock upon her death, then the corpus of said trust and the undistributed income thereon shall become the property of and vest in my niece Nelty Lepranc Hornby, if she be alive at said time. If Nelty Lepranc Hornet should predecease Adele Masson, then upon the death of said ADele Masson, without issue born in lawful wedlock, the corpus of said trust and the undistributed income thereon shall vest in the issue of said Nelty Lepranc Hornet.
“ (c) [The powers of the trustee over the property are here set forth.]
“(d) It is expressly understood that the net income arising from this trust estate, and the principal thereof, are intended for the sole and individual use and enjoyment of the said beneficiary, Adele Masson, subject to the terms and conditions hereof, and said beneficiary shall not in any event sell, assign, transfer, convey, pledge, hypothecate or otherwise encumber her interest under this trust nor shall the principal or any of the income arising therefrom be liable for any debt of said beneficiary, nor subject to a judgment or judgments rendered against said beneficiary nor to the process of any Court in aid or execution of any judgment or judgments so rendered.”

The next succeeding clause of the will provides: “I purposely make no provision for any other person whether claiming to be an heir of mine or not, and if any person, whether a beneficiary under this Will or not mentioned herein, shall contest this Will or object to any of the provisions hereof, I give to such person so contesting or objecting the sum of *293 $1.00 and no more in lieu of the provision which I have made, or which I might have made herein for such person so contesting or objecting.”

The will was admitted to probate and some six months later, in October, 1942, Adele petitioned to revoke the probate thereof on the ground that decedent was of unsound mind when the will was executed. The will was upheld in the trial court and the judgment was affirmed on appeal. (Estate of Lefranc (1950), 95 Cal.App.2d 885 [214 P.2d 420].)

Thereafter the executors filed their first and final account, and petition for final distribution. They asked that, because Adele had by her contest of the will forfeited her rights (other than to the alternative bequest of $1.00) as a beneficiary thereunder, the entire residue of the estate be distributed to Nelty Lefranc Horney. Adele filed objections to the petition, asserting that she was entitled to take under the trust provisions of the will notwithstanding her contest of its probate. Nelty also filed certain objections to the account; but joined in the request of the executors that the residue of the estate be distributed to her. She alleged that Adele, who is childless, is unable by reason of a surgical operation to bear a child; that “the only reason for said trust was the support of Adele”; that even if the “trust remains in effect, all income should be distributed to Nelty.”

After a hearing the trial court found, among other things, “That at the time of the commencement of said will contest proceeding by said Adele Masson, to wit, on the 7th day of October 1942, said Adele Masson was unmarried and has never been married, was approximately 48 years of age, and had not then nor has she since given birth to any child or children, nor does she have nor has she ever had any child or children.”

‘1 That the only reason for the creation of the trust in said will was for the individual use and enjoyment of said Adele Masson as to net income and principal, subject to the terms and conditions of the will of said decedent; that by virtue of the contest of said will commenced by Adele Masson as aforesaid, together with the results flowing therefrom as aforesaid, including paragraph Sixth [the contest clause] of said will, the reasons for the creation of said trust ceased to exist, and said trust ceased and terminated and never came into effect or being, and that [the trustee] ... is entitled to have distributed to it nothing under said will, and the entire rest and residue of said estate should be distributed *294 to Nelty Lefranc Horney, free from any trust or other restriction. ’ ’ Final decree of distribution was thereupon entered, under which $1.00 is ordered distributed to Adele and the residue of the estate to Nelty. This appeal by Adele followed.

At the hearing there was read into the record certain testimony of the attorney who drafted the will, given on the trial of the will contest, to the effect that the reason “as to why there should be a trust” was that it was “considered that Adele was not competent to do business, to handle her own affairs as a business woman. . . . They didn’t think that . . . Adele could compete with business people in dealings with her property. She needed a manager.” No other evidence concerning the trust purpose was offered. Nelty’s attorney offered to prove that as the result of a surgical operation Adele was incapable of bearing children; this offer of proof was never directly ruled upon, and no evidence on the issue was presented.

Appellant now concedes the law to be settled that by her contest of the will she has, pursuant to the contest clause contained therein, lost her rights to take more than $1.00 under the will. (See Estate of Hite (1909), 155 Cal. 436 [101 P. 443, 17 Ann.Cas. 993, 21 L.R.A.N.S. 953]; Estate of Miller (1909), 156 Cal. 119 [103 P. 842, 23 L.R.A.N.S. 868]; In re Kitchen (1923), 192 Cal. 384, 389 [220 P. 301, 30 A.L.R. 1008] ; Lobb v. Brown (1929), 208 Cal. 476, 484 [281 P. 1010].)

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Bluebook (online)
239 P.2d 617, 38 Cal. 2d 289, 1952 Cal. LEXIS 173, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-lefranc-cal-1952.