Estate of Moore

286 P.2d 939, 135 Cal. App. 2d 122
CourtCalifornia Court of Appeal
DecidedAugust 18, 1955
DocketCiv. No. 20846
StatusPublished
Cited by29 cases

This text of 286 P.2d 939 (Estate of Moore) 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 Moore, 286 P.2d 939, 135 Cal. App. 2d 122 (Cal. Ct. App. 1955).

Opinion

135 Cal.App.2d 122 (1955)

Estate of KATHERINE MOORE, Deceased. SARAH ALICE McCORMICK, Appellant,
v.
SALLIE M. LOVERIDGE et al., Respondents; ANNA M. DAVIS, Cross-Appellant.

Civ. No. 20846.

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

Aug. 18, 1955.

Frye & Yudelson for Appellant.

Olson & Millikan for Cross-Appellant.

Richard A. Perkins for Respondents.

ASHBURN, J. pro tem. [fn. *]

This case presents two appeals from different portions of a judgment determining heirship. With commendable brevity counsel have presented their appeals on a single agreed statement of the case.

Decedent, Katherine Moore, made her last will, a holographic one, on April 27, 1939, and died on January 5, 1953, without having made any change in the will. She was about 80 years of age. She had been adjudged incompetent on January 13, 1947, and was never restored to competency; *126 however this impairment of legal capacity plays no part in the solution of the issues raised on appeal.

At the time the will was made Miss Moore had two living first cousins -- Jessie M. Loveridge and Sarah Alice McCormick--and no other relatives of equal or closer degree. Jessie M. Loveridge predeceased Miss Moore, leaving two surviving children, Sallie M. Loveridge and Homan Loveridge. Sarah Alice McCormick survived the testatrix. She is not mentioned in the will, but as sole heir and next of kin would take any intestate property left by decedent; the will contains no residuary clause. In this capacity she claims there was an ademption of a certain devise made to Mrs. Loveridge and that she inherits that property. The court decided against her and she appeals from that ruling.

The will also makes a devise to Carrie D. Griffin and Anna M. Davis, "equally divided." Neither of these persons was related to testatrix. Carrie D. Griffin predeceased her and Anna M. Davis survived her. Davis claims that this was a class gift and that she takes the entire property by survivorship. Sarah Alice McCormick asserts it was not a class gift, that it lapsed as to the Griffin half, and she, McCormick, takes that half as intestate property. The court upheld this claim and Davis appeals from that ruling.

The will in its entirety reads as follows:

"Los Angeles, California"

April 27, 1939

"I, Katherine Moore, testify that this is my latest Will and that I declare all previous Wills null and void."

"All real estate formerly owned by Dr. William Seymour Davis and his wife, Alice Moore Davis, in Corona, California, I leave to Carrie D. Griffin and her sister, Anna M. Davis, equally divided."

"All other real esate owned by me outside of Corona, I leave to Mrs. Jessie Moore Loveridge now residing on Lenox Ave., Oakland, California."

"I appoint Roger S. Page of Los Angeles as the Executor, without bond, of my entire Estate--and will to him Fifteen Hundred Dollars ($1,500.00) for his legal services, closing my Estate, and for my appreciation of his kindness to me."

"The dear ones mentioned above are precious to me beyond words--"

"God sparing my life, I hope to add other dear friends in *127 my will as heirs, later I am blessed physically and mentally with the best of health--"

"Katherine Moore"

1325 Glendale Blvd.

Los Angeles, Calif.""

Roger S. Page also predeceased testatrix and he was not a relative. The McCormick appeal will be considered first.

McCormick Appeal. Question of Ademption

When the will was made testatrix owned a parcel of Corona real estate which was devised to Griffin and Davis. She also owned several parcels situated outside of Corona and answering the description of the Loveridge devise. One of them, designated in the statement as the "Spring property" was sold by decedent in April 1946 for part cash and a purchase money note and trust deed in the sum of $4,000. At the time of her death the balance of unpaid principal was $2,458.20, and there was a small amount of accrued interest. It is this sum, the Spring note, which constitutes the subject matter of the McCormick appeal. Distribution was made to the surviving children of Jessie Moore Loveridge, and, as stated above, Mrs. McCormick argues that the said sale worked an ademption, a revocation, of this devise and, as there is no residuary clause, she takes as sole surviving heir.

This claim of ademption invokes a word of varied connotations. [1] Without undertaking a discussion of whether this case involves a true ademption question, we accept that meaning of ademption which is expressed in Estate of McLaughlin, 97 Cal.App. 485, at 488 [275 P. 875]: "An ademption of a legacy or bequest is accomplished when a change with respect to the subject matter takes place which results in the satisfaction or abolishing of the gift." And the devise to which it is to be applied here is a general one, not specific. "All other real estate owned by me outside of Corona." (See Prob. Code, 161; Estate of Marinos, 39 Cal.App.2d 1, 5-6 [102 P.2d 443]; Matter of Estate of Woodworth, 31 Cal. 595, 615; Estate of Ratto, 149 Cal. 552, 554-555 [86 P. 1107]; Estate of Painter, 150 Cal. 498, 505 [89 P. 98, 11 Ann.Cas. 760]; Estate of Jones, 60 Cal.App.2d 795, 798 [141 P.2d 764]; Estate of Blackmun, 98 Cal.App.2d 314, 317 [220 P.2d 30]; 57 Am.Jur., 1404, p. 938; 88 A.L.R. 553, 560, anno.) The case is not one of complete elimination of the subject matter of the gift from decedent's estate, as in Estate of Benner, 155 Cal. 153, 155 [99 P. 715] and Estate of Sorensen, *128 46 Cal.App.2d 35, 37 [115 P.2d 241], where it is held that a conveyance of the entire estate is necessarily inconsistent with a bequest of the property. It is a case of alteration of the testatrix' property interest, not its annihilation. The statement indicates that the property was sold for $5,000, of which only $1,000 was represented by cash and $4,000 by purchase money note and trust deed.

[2] Section 73 of the Probate Code says: "If the instrument by which an alteration is made in the testator's interest in any property previously disposed of by his will expresses his intent that it shall be a revocation, or if it contains provisions wholly inconsistent with the terms and nature of the testamentary disposition, it operates as a revocation thereof, unless such inconsistent provisions depend on a condition or contingency by reason of which they do not take effect." And section 78: "Neither a charge or encumbrance placed by a testator upon property previously disposed of by his will, for the purpose of securing the payment of money or the performance of any covenant or agreement, nor a conveyance, settlement, or other act of a testator, by which his interest in any such property is altered, but not wholly divested, is a revocation of the disposal; but the property, subject to such charge or encumbrance, or the remaining interest therein, passes by the will." Considered independently of precedent the correct application of these statutes to the facts seems clear. Section 78 qualifies section 73 to the extent of specifying certain transactions which are not "wholly inconsistent with the terms and nature of the testamentary disposition," one of which is "a conveyance ...

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286 P.2d 939, 135 Cal. App. 2d 122, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-moore-calctapp-1955.