Estate of McCormack

2 Cal. App. 3d 492, 82 Cal. Rptr. 651
CourtCalifornia Court of Appeal
DecidedDecember 10, 1969
Docket26495
StatusPublished
Cited by9 cases

This text of 2 Cal. App. 3d 492 (Estate of McCormack) 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 McCormack, 2 Cal. App. 3d 492, 82 Cal. Rptr. 651 (Cal. Ct. App. 1969).

Opinion

2 Cal.App.3d 492 (1969)
82 Cal. Rptr. 651

Estate of JOSEPHINE C. McCORMACK, Deceased.
STEPHEN M. MAYFIELD, Plaintiff and Appellant,
v.
FRANK STEWART, JR., Defendant and Respondent.

Docket No. 26495.

Court of Appeals of California, First District, Division Three.

December 10, 1969.

*494 COUNSEL

Golden & Weinstein and John R. Golden for Plaintiff and Appellant.

Walkup, Downing, Wallach & Sterns, James C. Downing and William B. Boone for Defendant and Respondent.

*495 OPINION

CALDECOTT, J.

This is an appeal from the Order Instructing Trustee to distribute or deliver the corpus of the trust to respondent.

The trust, which was created by the will of Josephine C. McCormack, terminated upon the death of William S. Morrill, on September 11, 1966. Morrill was the son of McCormack. Originally there were other income life beneficiaries, the last of whom died in 1963, and Morrill was the sole income life beneficiary thereafter until his death. Upon termination of the trust the corpus was to go, free from trust, to Morrill's issue, and if Morrill died without issue, to respondent, who was the son of a nephew of Mrs. McCormack.

Appellant as Morrill's adopted son claims to be Morrill's issue and entitled to distribution or delivery of the corpus. Respondent, son of a nephew of Mrs. McCormack, contends that the corpus should go to him.

Since there is no real dispute as to the sequence of events which have taken place in this case, the statement of fact from the appellant's brief has been substantially adopted.

Mrs. McCormack made her will on March 27, 1941. The will was drafted by her attorney, who is now deceased. The property which is the subject of this litigation is a ranch near Suisun, California, on which Mrs. McCormack lived. It had belonged to her father. Mrs. McCormack, at the time she made her will, was married, and her daughter Jane, and Jane's son were living, and so was Mrs. McCormack's son, hereinafter called Morrill. Morrill had been married but was divorced at the time Mrs. McCormack made her will.

Morrill married Beatrice Mayfield on December 5, 1942. Mrs. McCormack knew her and knew of the marriage. The appellant, Stephen M. Mayfield, was born on March 7, 1928, and was in fact Beatrice's son though he was known to Mrs. McCormack and generally, in his school and other records, as her brother. Following the marriage of Morrill and Beatrice, appellant lived with them part of the time, when not absent in the armed forces, until his own marriage. The appellant, as a youngster, often visited the ranch with Morrill.

Mrs. McCormack died on August 21, 1945. On August 27, 1963 Morrill became sole income beneficiary under the testamentary trust. Approximately six months later it became apparent that under the trustee's management the trust would produce very little income. Morrill and the trustee discussed the situation from time to time and after approximately a year with no improvement in income Morrill consulted a friend and attorney, and at approximately the same time presumably inquired about adoption procedures.

*496 On May 11, 1965 Morrill's attorney wrote to the trustee inquiring as to its attitude toward sale of the ranch with court permission, and a more productive investment of the proceeds. On May 13, 1965 the trustee replied to the effect that it realized the income was too low and that it probably would petition the court for instructions, but first wanted a current appraisal of the ranch. On May 24 and 27, 1965 a petition for appellant's adoption by Morrill was signed by the necessary parties. On July 7, 1965 a decree of adoption by Morrill of the appellant as his son was entered. The appellant was 37 years old at the time. The decree provided that thenceforth "said Stephen M. Mayfield to all legal intents and purposes shall be the child of the said William S. Morrill and be regarded and treated in all respects as his lawful child, for the purposes of inheritance and all other legal incidents and consequences." The appellant was not present at the hearing, he was in Hong Kong, China.

On October 11, 1965 Morrill's attorney informed the trustee that by reason of the adoption by Morrill of the appellant there was a remainderman who would be ahead of respondent in the line of succession, and who would approve a sale of the ranch. On March 4, 1966 the trustee filed its petition for instructions, and on March 15 of that year Morrill and the appellant filed their answer and petition for instructions.

Morrill died on September 11, 1966, and approximately 10 days later the respondent filed an answer alleging the death of Morrill, and seeking an order that the entire trust estate be distributed to him.

The probate court heard the matter on the petition and answer on July 18, 1968, and filed its Memorandum of Decision and its Order Instructing Trustee on November 19, 1968. The probate court concluded that the will was ambiguous and uncertain, and allowed extrinsic evidence to ascertain the intent of the testatrix. The court further found that the testatrix did not intend by the use of the word "issue" to include "adopted children." The court then found that the respondent was the sole distributee of the testatrix's estate remaining in the hands of the trustee, and ordered distribution accordingly.

The Order Instructing Trustee and the Memorandum of Decision are silent as to costs. The respondent filed his memorandum of costs and disbursements on November 22, 1968. Appellant filed his notice of motion and motion to strike memorandum of costs and disbursements on November 25, 1968. Notice of appeal was filed on November 29, 1968. On January 28, 1969 the probate court denied the motion to strike and ordered respondent's memorandum of costs and disbursements be allowed, and that appellant pay the same.

The appellant contends that the trial court erred in admitting extrinsic *497 evidence to show intent to exclude an adopted person as Morrill's issue. It is appellant's position that the will is not ambiguous and therefore extrinsic evidence was inadmissible.

(1a) Clause I of Mrs. McCormack's will provides: "My heirs are my husband DUNCAN W. McCORMACK and my daughter, JANE MORRILL WYCKOFF and my son WILLIAM STEWART MORRILL. My property is all separate estate and I therefore do not leave out of the same anything to my said husband. It is particularly my desire to keep my estate in my only family." (Italics added.)

Clause V of the will names the beneficiaries of the trust established, and provides for the distribution of the corpus. Clause V provides in part as follows: "My trust hereinbefore mentioned is intended for the following two branches: 1. The branch represented by my daughter, JANE MORRILL WYCKOFF and her issue. 2. The branch represented by my son, WILLIAM STEWART MORRILL and his issue. The issue of JANE referred to is her son, STEPHEN N. WYCKOFF, JR. As yet, WILLIAM has no issue."

The clause further provides for cross-remainders if either Stephen Jr. or William Stewart Morrill die without issue, and provides that the respondent should take the corpus if both of these people die without issue.

(2) The meaning of the words "my only family" in the sentence "It is particularly my desire to keep my estate in my only family" is unclear.

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Bluebook (online)
2 Cal. App. 3d 492, 82 Cal. Rptr. 651, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-mccormack-calctapp-1969.