Estate of Plumer

324 P.2d 346, 159 Cal. App. 2d 389, 1958 Cal. App. LEXIS 2012
CourtCalifornia Court of Appeal
DecidedApril 16, 1958
DocketCiv. 22821
StatusPublished
Cited by13 cases

This text of 324 P.2d 346 (Estate of Plumer) 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 Plumer, 324 P.2d 346, 159 Cal. App. 2d 389, 1958 Cal. App. LEXIS 2012 (Cal. Ct. App. 1958).

Opinion

*391 FOURT, J.

This is an appeal by the petitioner from that portion of an order and decree determining heirship and interest in estate which decrees that the residue of the estate should be distributed to the persons named in the will, and not to the petitioner and Andrew E. Perkins, first cousins of the deceased, who are not named in the will.

The decedent died on March 3, 1955, in Los Angeles County, leaving surviving her as her only heirs at law, two first cousins, namely the petitioner and Andrew E. Perkins. The decedent left a holographic will consisting of three pages, one of which pages was titled “Memorandum for Executors,” (Estate of Plumer, 147 Cal.App.2d 760 [306 P.2d 110]), and which was admitted to probate. Andrew E. Perkins contested the will; however the superior court denied the contest and admitted all three pages of the document in question as the last will of the decedent. That order was appealed from, and was affirmed by this court (Estate of Plumer, supra, 147 Cal.App.2d 760). That decision and the issues therein determined are the law of the case. (Allen v. California Mutual B. & L. Assn., 22 Cal.2d 474 [139 P.2d 321].)

The testatrix, in her will, first set forth that the document was her last will, that she was in her “right mind” and “not influenced unduly by anyone;” that she had no debts and “no living blood relatives” and that “anyone claiming a debt or relationship and proving it shall be given, one Dollar $1.00 to quit their claim.” She then appointed the executors, and thereafter described her assets in detail. On the last page of her will she set forth:

“Memorandum for Executors
Nov. 15th 1948
“1 want my friends to be remembered
Mitchell Lewis
Doreen Turner Garwiek
Rose MeVey
Flora and Roy Turner
Mary Edwards
Ruth and Tom Lambeth
■Edna Kcl-lcy A41oa- out R. P.
“The cash in envelope marked ‘Mitchell Lewis, Personal’ is to be used to pay funeral expenses & remainder to be, after Executors fees & expenses, divided with the above named friends. ...”

*392 She then set forth certain specific bequests to various friends consisting of certain items of furniture, jewelry and wearing apparel.

The estate of the decedent was appraised at $53,265.93. The amount of money in the envelope above mentioned was $5,240.

Appellant contends that by using the word “remainder” in the sentence which relates to the cash in the envelope marked “Mitchell Lewis, Personal,” she meant that her friends were to get what was left from the amount in the envelope after paying the funeral expenses, executors’ fees and expenses, and that the balance of the estate should go to the first cousins. In other words, appellant asserts that the words “I want my friends to be remembered” are indicative of a wish to give those friends a small remembrance and nothing else.

The judge determined the construction of the will without the aid of any evidence. Accordingly, it is the duty of this court to construe it. (Estate of Moody, 118 Cal.App.2d 300, 305 [257 P.2d 709]; Estate of Luckel, 151 Cal.App.2d 481 [312 P.2d 24].)

Webster’s New International Dictionary, 2d edition (Unabridged), defines the transitive verb, “remember” in part as follows: “remember. Transition—3(b). To keep in mind as deserving a reward, hence to reward; as, he was remembered in the will.”

The words “I want my friends remembered” are directed to the executors and express the testatrix’ desire and intention that the friends who are listed and named, be rewarded. The words are a command and dispositive. (See Estate of Lawrence, 17 Cal.2d 1, 7 [108 P.2d 893] ; Estate of Tooley, 170 Cal. 164 [149 P. 574]; Estate of Shirley, 180 Cal. 400 [181 P. 777].)

However, dispositive or operative words are not necessary to create a testamentary disposition of property. (Estate of Weber, 76 Cal.App. 723, 725 [245 P. 776].)

“A will is to be construed according to the intention of the testator.” (Prob. Code, § 101.)

Estate of Lawrence, supra, at page 6, contains the following language:

“In the construction of wills the paramount rule, to which all others must yield, is that a will is to be construed according to the intention of the testator, as expressed therein, and this intention must be given effect as far as possible. (Citing cases.)
*393 “Of course, as stated in the case of Estate of Wilson, supra [184 Cal. 63 (193 P. 581)], at page 68: ‘Of this class of questions, it may be said, with more truth, perhaps, than of any other, that each case depends upon its own peculiar facts, and that precedents have comparatively small value. Except for the establishment of general principles, very little aid can be procured from adjudged cases in the construction of wills. ’ ”

In this case the testatrix declared that she had no living blood relatives, and that in the event any persons claimed such relationship and proved it they were to be given one dollar to quit their claim. She clearly set forth that she intended to disinherit her heirs, if any, and where the will specifically excludes the relatives from sharing the estate, she manifested an intention to avoid intestacy. (Estate of Soulie, 72 Cal.App.2d 332 [164 P.2d 565].) “. . . constructions which lead to intestacy, total or partial, are not favored; and that such interpretation should, if possible, be placed upon the provisions of the will as will prevent intestacy, especially where the will evinces an intention on the part of the testator to dispose of his whole estate. (Citing cases.) It is clear also in the instant case that the testator intended to and did dispose of his entire estate entirely without provision for his heirs.” (Estate of Lawrence, supra, p. 7.)

It was appropriately said in Estate of Hart, 151 Cal.App.2d 271, at pages 282-283 [311 P.2d 605

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Bluebook (online)
324 P.2d 346, 159 Cal. App. 2d 389, 1958 Cal. App. LEXIS 2012, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-plumer-calctapp-1958.