Estate of McCarty

211 Cal. App. 2d 23, 27 Cal. Rptr. 94
CourtCalifornia Court of Appeal
DecidedDecember 18, 1962
DocketCiv. No. 20493
StatusPublished
Cited by11 cases

This text of 211 Cal. App. 2d 23 (Estate of McCarty) 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 McCarty, 211 Cal. App. 2d 23, 27 Cal. Rptr. 94 (Cal. Ct. App. 1962).

Opinion

211 Cal.App.2d 23 (1962)

Estate of EUNICE L. McCARTY, Deceased. JULIUS LUOMA, Plaintiff and Respondent,
v.
THE FIRST CHURCH OF CHRIST, SCIENTIST, BOSTON, MASSACHUSETTS, Defendant and Appellant; LAWRENCE DOYLE et al., Proponents and Respondents.

Civ. No. 20493.

California Court of Appeals. First Dist., Div. Two.

Dec. 18, 1962.

Lillick, Geary, Wheat, Adams & Charles and Robert R. Vayssie for Defendant and Appellant.

Donahue, Richards & Gallagher and James H. Riggs for Plaintiff and Respondent.

William H. Quinn for Proponents and Respondents.

SHOEMAKER, J.

This is an appeal from a judgment admitting to probate a formal will and denying probate of a holographic codicil. Appellant, The First Church of Christ, Scientist, in Boston, Massachusetts, is the residual legatee named in the codicil to the will of Eunice L. McCarty. Respondent Julius Luoma, the testatrix' brother, is devised $10,000 under the will, but only $1.00 under the codicil.

The testatrix, Eunice McCarty, died in Alameda County on August 9, 1960. The Bank of America National Trust and Savings Association, named as executor of the will, duly filed a petition for probate of will and codicil and for issuance of letters testamentary. Respondent Luoma opposed *25 probate of the codicil on the ground that it was not executed in the form required by law. Appellant The First Church of Christ, Scientist, answered, denying that the codicil was invalid and praying that it be admitted to probate.

[1a] The undisputed facts disclose that the will and codicil were found in a single envelope on the decedent's closet shelf shortly after her death. On the face of the envelope was written "Eunice L. McCarty Last Will." The will is a typewritten, witnessed document bearing the date April 16, 1957. The codicil is a separate handwritten page bearing the date July 23, 1959. At the top of the formal will appear certain notations in the decedent's handwriting. [fn. 1] In one color of ink appear the words, "This will has been changed May 26, 1958," "Copy adtechet [sic] to this," and the signature "Eunice McCarty" underlined once. In a different ink color appear the words "Have changes [sic] this last will July 23, 1959." "Have changed this will July 23--1959 my own handwritten will adtechet [sic]." Also in this second ink color appear an additional underlining of the signature and lines striking out the words, "This will has been changed May 26, 1958." [fn. 2]

In the envelope with the formal will was a separate page handwritten on both sides. At the top of the first side appear the words, "July 23-1959. This is my (Last)(Will)." The remainder of the page contains a list of monetary bequests to various named individuals. In the lower right-hand corner of the page is the word "over." The reverse side of the sheet contains several additional bequests, the last one being to appellant church, as the residual legatee. Below the bequests are funeral directions. At the very bottom of the page is the statement that respondent Luoma and three of the other $1.00 beneficiaries named on the other side of the page were intentionally left that amount because they had not been heard from. No signature appears on either side of the sheet.

The lower court found that the formal will of April 16, 1957, was executed as required by law; that the separate *26 holographic instrument was entirely written and dated in the handwriting of the decedent but that it contained no signature; that the holographic writings at the top of the formal will were not testamentary; and that there was no intent to integrate or incorporate the separate holographic instrument with the formal will or with the holographic writings on its face. The court accordingly admitted the formal will to probate as the decedent's last will and testament and denied probate of the holographic codicil.

Appellant now contends that the judgment must be reversed because the court erred in holding (1) that the holographic codicil was not incorporated by reference into the writings on the face of the formal will, and (2) that the codicil and the writings on the face of the will were not integrated. In resolving these issues, it must be noted that no extrinsic evidence was introduced by either party as to the decedent's testamentary intentions. The testimony related entirely to the execution of the will which was admitted to probate and the circumstances under which the will and codicil were found. [2] "A reviewing court is not bound by a construction of a document based solely on the terms of the written instrument, without the aid of extrinsic evidence." (Estate of Moody (1953) 118 Cal.App.2d 300, 305 [257 P.2d 709].) Accordingly, the validity of the holographic instrument must be determined entirely by reference to the applicable statutes and principles of law. (Estate of Wunderle (1947) 30 Cal.2d 274, 280 [181 P.2d 874].)

Probate Code, section 53, provides in part as follows: "A holographic 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 need not be witnessed." In the instant case, it is apparent that neither the handwritten codicil nor the holographic writings on the face of the formal will can be deemed to meet all these requirements, when standing alone. The codicil, although apparently effecting a complete disposition of the decedent's estate, bears no signature. [1b] The holographic writings on the formal will are not testamentary in themselves because they dispose of no property and provide only that the decedent has changed her will by way of an attached document. (See Estate of Sargavak (1950) 35 Cal.2d 93, 95 [216 P.2d 850, 21 A.L.R.2d 307]; Estate of Kuttler (1958) 160 Cal.App.2d 332, 335 [325 P.2d 624].) It is for this very reason that appellant's incorporation by reference argument must fail. [3] In order for incorporation *27 by reference to occur, one writing, which is a complete testamentary instrument in itself, must refer to another document in such a manner as to incorporate it. (Estate of Wunderle, supra, at p. 281.) [1c] In the present case, the writings on the face of the will, although they do refer to the codicil, are not in themselves testamentary. Under such circumstances, the doctrine of incorporation by reference is inapplicable. (Estate of Oravetz (1962) 204 Cal.App.2d 717 [22 Cal.Rptr. 624].)

Appellant's second contention that the court erred in finding that the codicil was not intended to be integrated with the writings on the face of the will is valid. Appellant points out that the two documents were discovered together in the same envelope; that the writing on the formal will specifically refers to "my own handwritten will" of July 23, 1959; that the codicil is in fact handwritten and dated July 23, 1959. Although the signature on the face of the will appears from the color of the ink to have been written in 1958, appellant points out that the second underlining beneath the signature is in the same shade of ink as the 1959 notations and the codicil. It is appellant's position that the testatrix, after drawing the 1959 codicil, made a notation to that effect on the face of the formal will.

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211 Cal. App. 2d 23, 27 Cal. Rptr. 94, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-mccarty-calctapp-1962.