Estate of Philippi

161 P.2d 1006, 71 Cal. App. 2d 127
CourtCalifornia Court of Appeal
DecidedOctober 2, 1945
DocketCiv. No. 3405
StatusPublished
Cited by10 cases

This text of 161 P.2d 1006 (Estate of Philippi) 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 Philippi, 161 P.2d 1006, 71 Cal. App. 2d 127 (Cal. Ct. App. 1945).

Opinion

71 Cal.App.2d 127 (1945)

Estate of L. PHILIPPI, Deceased. FRED A. WILSON, Appellant,
v.
MARY TOMALINO, as Administratrix With the Will Annexed, etc., Respondent.

Civ. No. 3405.

California Court of Appeals. Fourth Dist.

Oct. 2, 1945.

Fred A. Wilson, in pro per., for Appellant.

Lane & Casey for Respondent.

MARKS, J.

This is an appeal from an order admitting the will of L. Philippi, deceased, to probate and appointing Mary Tomalino administratrix of the estate with the will annexed. *129

L. Philippi, a resident of San Bernardino County, died on August 8, 1943, leaving an estate of the value of upwards of $45,000.

Philippi seemed to be a maker of wills, the evidence indicating that he executed four or five between January 1, 1943, and the time of his death. Only two of these wills have been produced. He executed one or two early in the year, another on April 23, 1943, which has been offered for probate, still another a few days prior to August 5, 1943, which counsel for certain parties state was in existence at the time of his death but which may have been lost thereafter. It has not been produced. The last will dated August 5, 1943, was admitted to probate in this proceeding. The order admitting it to probate and appointing an administratrix with the will annexed is under attack in this appeal.

Deceased left surviving him his two children, Domenico Philippi, his son, and Margarita Philippi, his daughter, as his sole heirs at law.

On September 2, 1943, the will dated April 23, 1943, was filed for probate by Fred A. Wilson, an attorney at law who had prepared it and who had been the attorney for deceased for about two years. He was named an executor without bond, and sole devisee of the estate with the stipulation that he "may devote the same or such portion thereof to worthy persons, institutions and causes, or distribute the same or any portion thereof to such persons, institutions and causes in such proportions and in such manner as in his judgment exclusively shall insure that my estate will not be dissipated, but on the contrary will be used for worthy purposes." This will expressly revoked all former wills and disinherited the two children of the testator. A contest was filed to the probate of this will by the children of deceased. We will hereafter refer to it as the April will.

On September 11, 1943, Mary Tomalino filed the will of August 5, 1943, with her petition for its probate and her appointment as administratrix with the will annexed. Fred A. Wilson and Domenico Philippi filed separate contests. The contest and objections to the probate of the will by Domenico Philippi were subsequently withdrawn in open court. We will hereafter refer to the will dated August 5, 1943, as the August will.

Counsel state in their brief and in the oral argument that *130 the two children filed objections to the probate of the August will which were withdrawn during the trial and that they thereafter joined in the request for its probate and nominated Mary Tomalino as administratrix. We find in the record no contest of this will filed by the daughter nor any such nomination of Mary Tomalino as administratrix nor any request for the admission of the August will to probate by either of the children.

The August will is in words and figures as follows:

"Aug--5, 1943"

"This is my last will: I am having Mary Tomalino a dear friend write this for me as my hand is shakey. I want to leave to Mary Tomalino all my personal and property."

L. Philippi.

Witness: Bartolomeo Filippi

Witness: Charlotte Enid Howell, R. N.""

Bartolomeo Filippi was a long time friend of deceased and the father of Mary Tomalino. Charlotte Enid Howell was a nurse who attended deceased for several months during his last illness. It is probable that she was named as sole beneficiary in the will which we have referred to as having been lost after the death of L. Philippi. The record contains no other information as to this will.

No question is raised as to the mental capacity of deceased nor to the due execution of the August will. The evidence is ample to sustain the findings of the trial court to the effect that Philippi was of sound and disposing mind on August 5, 1943, and that the will of that date was executed in strict accordance with all legal formalities. It seems clear that the August will was the last testamentary act of the deceased.

[1a] The petitions to probate the two wills and the contests were set for trial at the same time. The trial judge heard the petition to probate the August will and the contest of it but did not hear the petition and contest of the April will except incidentally in connection with the probate of the August will. He merely found in effect that the admission to probate of the August will rendered all questions concerning the April will moot and that therefore "it is unnecessary for this court to make any Finding thereon." As was said in Estate of Thompson, 185 Cal. 763, at page 777 [198 P. 795], "The proper course under our practice was to try the matter of the validity of the two wills at the same time." *131 [2] However, we are informed that the petition to probate the April will, and the contest, were actually tried while the matter before us was on appeal; that by a verdict of a jury probate of the April will was denied; that proponent's motion for new trial was granted; that an appeal was taken from that order but that the record on appeal has not yet been prepared. That appeal being in a probate matter it must be taken to the Supreme Court.

[3] It has long been the policy in this state that where the jurisdiction of an appeal lies in the Supreme Court a District Court of Appeal should refrain from taking jurisdiction over any phase of the case by a writ even though the Constitution vests original jurisdiction to issue writs in both courts. (Collins v. Superior Court, 147 Cal. 264 [81 P. 509]; Estate of Turner, 39 Cal.App. 56 [177 P. 854]; Gunder v. Superior Court, 100 Cal.App. 334 [279 P. 822]; Foster v. Superior Court, 4 Cal.App.2d 466 [41 P.2d 187].) The reasons for this policy apply with equal force to the situation in which we find this case and so far as practicable we will refrain from comment on the questions presented by the April will, the petition for its admission to probate and the contest of it.

[4] By this elimination of consideration of the April will we have but one question before us, namely: Is the instrument of August 5, 1943, a will that is entitled to be admitted as such to probate, its due execution being admitted? In this connection an important consideration is that it was admitted by all parties and found by the trial court that deceased left surviving him as heirs at law, two children who were not mentioned or provided for in the instrument. That they were pretermitted heirs seems evident from the record now before us. (Prob. Code, 90, 91.) Thus while the August will is complete on its face and leaves all of decedent's property to Mary Tomalino, it seems probable that on final distribution the estate may pass to the children. However, as held in Estate of Martin, 31 Cal.App.2d 501 [88 P.2d 234], our only duty at this time is to determine if the August will is in fact the last will of deceased, and not to attempt to interpret it.

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161 P.2d 1006, 71 Cal. App. 2d 127, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-philippi-calctapp-1945.