Estate of McKenzie

246 Cal. App. 2d 740, 54 Cal. Rptr. 888
CourtCalifornia Court of Appeal
DecidedNovember 30, 1966
DocketCiv. No. 23445
StatusPublished
Cited by7 cases

This text of 246 Cal. App. 2d 740 (Estate of McKenzie) 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 McKenzie, 246 Cal. App. 2d 740, 54 Cal. Rptr. 888 (Cal. Ct. App. 1966).

Opinion

246 Cal.App.2d 740 (1966)

Estate of VICTORIA A. McKENZIE, Deceased. UNITED CALIFORNIA BANK, Petitioner and Respondent,
v.
MARGARET IVES LEONARD et al., Objectors and Appellants.

Civ. No. 23445.

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

Nov. 30, 1966.

Cushing, Cullinan, Hancock & Rothert and Brian P. Burns for Objectors and Appellants.

Chase & Chase and Samuel J. Chase for Petitioner and Respondent. *742

DEVINE, J.

Victoria A. McKenzie executed her will on May 5, 1933. She died October 26, 1935. The will contains some relatively small legacies to relatives and friends, but the part which gives rise to this appeal is the residuary clause. This clause provides that the residue be placed in a testamentary trust, the income to be paid to the testatrix' nephew, Albert L. Chauvet, during his life, and after his death, to his wife, Della May Chauvet, if then living, for her life. Upon the death of both, "this trust shall terminate and all property therein or thereof shall belong to and go to my heirs at law, as the same shall be determined at the time of my death under the laws of the State of California." The will provides for invasion of the corpus of the trust fund at the discretion of the trustee, "In the event of misfortune, need or necessity on the part of my said nephew Albert L. Chauvet, or any member of his immediate family, including the said Della May Chauvet, his wife."

At her death, testatrix was a widow. She left neither children nor issue. A brother and three sisters had predeceased her.

At the time of testatrix' death, Albert L. Chauvet was 71 and his wife, Della, was 51. At no time did the couple have children or issue. Following testatrix' death, the income from the testamentary trust was paid to Albert L. Chauvet. He died intestate on August 7, 1948, leaving no issue, parent, brother, sister, or descendant of a brother or sister. His sole heir was his surviving widow, Della May Chauvet. After Albert's death the income from the testamentary trust was paid to Della. Della Chauvet died on January 26, 1964; at her death, the trust terminated. An inter vivos trust had been created by testatrix about two years before her will and was for the benefit of Della Chauvet. It is further described below.

At the time of testatrix' death, her heirs were (1) her nephew, Albert L. Chauvet; (2) her niece, Margaret S. Ives, daughter of testatrix' predeceased brother; (3) five grandnieces and grandnephews, descendants of testatrix' predeceased sister. At the time of the termination of the trust in 1964, testatrix' nephew, Albert L. Chauvet, and her niece, Margaret S. Ives, were dead. One of the grandnieces had died, leaving a son.

The decree of distribution made in 1936 distributes the residue of the estate (the particular legacies had been distributed by ratable distribution) to the trustee for purposes of the trust. The names and residences of the "heirs, devisees and legatees" are given, but there is no specification as to which *743 of the persons named are heirs and which are legatees. Thus, though Albert L. Chauvet is given among the list, the decree does not state that he is an heir. The question on appeal finds no answer in the decree of distribution.

After the death of Della Chauvet, the trustee filed its 27th and final account, in which it asked that the court adjudicate the persons who should receive the property remaining in the trust estate. Thereupon, the daughters of Margaret S. Ives, who were the residuary legatees under the will, protested that no part of the McKenzie trust estate should be distributed in such manner as would follow from recognition of Albert L. Chauvet as an heir; and in this protest they were later joined by other descendants of Victoria A. McKenzie. Following argument and briefs, the trial judge, acting under section 1120 of the Probate Code, made his order decreeing that the estate should be distributed one-third to the personal representative of the estate of Albert L. Chauvet; one-third to a daughter and a granddaughter of Margaret S. Ives (one-sixth each); and one-third to five descendants of Ophelia Cuthbert, the predeceased sister of testatrix (in different fractions according to ancestry). We need not be concerned with the correctness of the decree insofar as it applies to distribution to anyone other than the personal representative of the estate of Albert L. Chauvet, because there has been no appeal except as to this single distribution.

The question in the case is whether Albert L. Chauvet is to be considered an heir for the purpose of distribution of the residuum. Appellants argue that because he was a beneficiary for life under the trust, and because he could not enjoy use of the corpus following the termination of the trust, and because there was little or no likelihood of his having issue, we should adjudge the intent of the testatrix to be the exclusion of Albert from the category of heirs. This, say appellants, could be done on either of two theories: the first, the proposition that testatrix meant those who would be her heirs at the time of termination of the trust as if that date had been the date of her death; and the second, the proposition that taking the time of ascertaining heirs to be the usual one, the date of testatrix' death, nevertheless a life beneficiary should not be considered an heir, absent any specific declaration by the testatrix.

Time For Ascertaining Heirs

[1] The word "heirs" is a technical term and is used to designate the persons who would by statute succeed to the estate in case of intestacy. (Estate of Watts, 179 Cal. 20, 22 *744 [175 P. 415]; Estate of Newman, 68 Cal.App. 420, 424 [229 P. 898]; Estate of Baird, 135 Cal.App.2d 333, 337 [287 P.2d 365]; Estate of Miner, 214 Cal.App.2d 533, 539 [29 Cal.Rptr. 601].) Technical words in a will are to be taken in their technical sense, unless the context clearly indicates a contrary intention, or unless it satisfactorily appears that the will was drawn solely by the testator, and that he was unacquainted with such technical sense. (Prob. Code, 106.) It is obvious that the McKenzie will was not drawn solely by the testatrix, but by a lawyer. Unless, therefore, the context, read in the light of the surrounding circumstances, clearly indicates a contrary intention, the technical sense of the word "heirs" must be taken. (Lombardi v. Blois, 230 Cal.App.2d 191, 198 [40 Cal.Rptr. 899]; Fuller v. Fuller, 229 Cal.App.2d 532, 538 [40 Cal.Rptr. 393]; Maud v. Catherwood, 67 Cal.App.2d 636, 641 [155 P.2d 111]; Estate of Thompson, 18 Cal.App.2d 680, 684 [64 P.2d 984]; Estate of Northcutt, 16 Cal.2d 683, 689 [107 P.2d 607].) [2] In respect of the word "heirs" there is a special reason for taking the technical meaning, and that is the predilection of the law for early vesting of remainders. (Prob. Code, 28, 123; Estate of Newman, supra, pp. 424-425.) [3] The word "heirs," therefore, will, in the absence of clear and unambiguous language to show otherwise, include an heir who is made a beneficiary during his lifetime of the income from the whole or part of the estate. The remainder, although it cannot be enjoyed by him personally, becomes part of his estate. (Rest., Property, Future Interests, 308, p. 1706; Estate of Newman, supra.)

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Bluebook (online)
246 Cal. App. 2d 740, 54 Cal. Rptr. 888, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-mckenzie-calctapp-1966.