Estate of Randall

240 Cal. App. 2d 85, 49 Cal. Rptr. 280, 1966 Cal. App. LEXIS 1317
CourtCalifornia Court of Appeal
DecidedFebruary 8, 1966
DocketCiv. 29496
StatusPublished
Cited by5 cases

This text of 240 Cal. App. 2d 85 (Estate of Randall) 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 Randall, 240 Cal. App. 2d 85, 49 Cal. Rptr. 280, 1966 Cal. App. LEXIS 1317 (Cal. Ct. App. 1966).

Opinion

BISHOP, J. pro tem. *

On this appeal by the grandniece of the decedent from a decree declaring that a certain fund should go to the residuary legatee and not to the appellant, *86 we are reversing the decree because we are convinced that the trial court erred in refusing to receive evidence, the object of which was to reveal what the testatrix meant by certain words she used in her will.

The facts essential to the plot are neither many nor complicated. The executor of the will filed a petition under section 1080 of the Probate Code praying that the court determine “those who are entitled to distribution of [the] sum of $5,568.09, listed as Item 1 in the inventory and appraisement on file herein.” The item referred to was: “Cash on deposit with Veterans Administration Hospital, San Fernando, California $5,568.09.” Two other items are listed under the heading of “Cash” along with that quoted. The field of those possibly entitled to receive this item 1 is strictly limited. It must go to one or the other of these two: the grandniece of the testatrix, the appellant here, or to the residuary legatee, the University of Louisville.

If it should be distributed to the grandniece it is because of this provision of the will: “FIFTH-. I give and bequeath to my grandniece, Agnes Marie Randall of Route 1, Burlington, Kentucky, all of my household goods, books, silverware, furniture and furnishings, jewelry, clothing and personal effects.” Either the provision just quoted authorizes the property in question to go to the grandniece or it comes under the next provision of the will: “SIXTH: All of the rest, residue and remainder of my estate, either real, personal or mixed, of whatsoever kind or character, and wheresoever situated, of which I die possessed ... I hereby give, devise and bequeath to the University of Louisville, Louisville, Kentucky, ...” The further words in the subdivision throw no light on our problem, other than to the extent that they, too, indicate, that which was a fact, that the will was drafted by a skilled lawyer, not by the testatrix herself.

The hearing, on the petition, took but a few minutes. After reading the will the court expressed itself as finding no ambiguity in its terms. Counsel for the grandniece announced that he had a witness from the veterans hospital, which called forth an objection to the receipt of any evidence made by the residuary legatee’s counsel. An offer of proof was permitted by the court, dealing with two matters. First of all, the testimony of a qualified witness from the veterans hospital was offered to establish that the testatrix was a patient there for a considerable length of time; and that the *87 words “personal effects” as commonly used by the personnel and patients at the hospital referred not only to the personal belongings of the patients but also to any fund that they had on deposit in the “Patient’s Fund Account.” The second bit of proof offered was correspondence from the testatrix to the father of the grandniece in which she, referring to the money she had in the “Patient’s Fund” in the hospital, stated: “I always have several hundred dollars here on deposit. . . . This I want you to remember, in case of my death whatever amount of money I have here will be a part of my effects, like clothes, jewelry, etc., which you know you are to come here to claim. ...”

Following its ruling that it saw no ambiguity in the language of the will and was not going to admit any parol evidence, the court signed findings of fact and conclusions of law in harmony with its rulings, and then a decree denying the claim of the grandniece and declaring that the $5,568.09 was a part of the residue of the estate and should go to the University of Louisville. The grandniece filed her appeal from the decree.

In section 101 of the Probate Code we find this sentence:

“A will is to be construed according to the intention of the testator.” We find it repeatedly stated, as it is in Estate of Schuster (1955) 137 Cal.App.2d 125, 128 [289 P.2d 847, 849], that “In the interpretation of a will, ascertainment of the testator’s intention is the fundamental rule of construction, to which all others are subordinate. [Citations.].” Another rule is also emphatically reiterated: ‘‘ The interpretation of the will is not governed by what the testatrix intended to say, but what she intended by what she did say.” (Bochte v. Chess (1954) 124 Cal.App.2d 321, 325 [268 P.2d 493, 496].) Of many possible passages from the authorities, we close with this recent quotation by this court in Estate of Fries (1965) 238 Cal.App.2d 558, 561 [47 Cal.Rptr. 888, 891], taken from Parsons v. Bristol Development Co. (1965) 62 Cal.2d 861, 865 [44 Cal.Rptr. 767, 770, 402 P.2d 839, 842] : “Extrinsic evidence is admissible to interpret the instrument, but not to give it a meaning to which it is not reasonably susceptible’ [citations], and it is the instrument itself that must be given effect. ’ ’

One other rule of interpretation is pertinent at this point, that of section 106 of the Probate Code which tells us: “ The words of a will are to be taken in their ordinary and gram *88 matical sense, unless a clear intention to use them in another sense can he collected, and that other can be ascertained. ’ ’ We must concede, to begin with, that the words that give rise to this appeal—“personal effects”—In their ordinary sense would not include $5,000 on deposit in a veterans home. We give only Estate of Klewer (1954) 124 Cal.App.2d 219, 222 [268 P.2d 544, 546, 41 A.L.R.2d 941, 944] and its citations in support of our conclusion.

We agree then, with the trial court; there was no ambiguity in the words used that justified the receipt of extrinsic evidence. There are, however, other situations than the uncertainty of ambiguity that call for a second look at the real meaning of “personal effects” or similar terms. As an example, take Estate of Schuster, supra, 137 Cal.App.2d at p. 127 [289 P.2d at p. 848], where these words were in question : “. . . wishing to bequeath my effects in ease of my death, to my loved ones, I hereby give to my Mother . . . my house and lot at 2672 Glendower Ave. Los Angeles, my lot on West Third Street . . . and any cash I may have at the time of my death.” The same justice that authored the opinion in Estate of Klewer, supra, 124 Cal.App.2d 219 [268 P.2d 544, 41 A.L.R.2d 941], had no difficulty in concluding that, as used in this context, “effects” was not to be limited to its primary meaning, but included the various properties referred to. Moreover, in the Klewer opinion the court distinguished its case from that of a case relied upon by the appellant (Estate of Arnold, 240 Pa. 261 [87 A.

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Bluebook (online)
240 Cal. App. 2d 85, 49 Cal. Rptr. 280, 1966 Cal. App. LEXIS 1317, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-randall-calctapp-1966.