Estate of Sargavak

216 P.2d 850, 35 Cal. 2d 93
CourtCalifornia Supreme Court
DecidedApril 11, 1950
DocketL.A. 20727
StatusPublished
Cited by49 cases

This text of 216 P.2d 850 (Estate of Sargavak) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Sargavak, 216 P.2d 850, 35 Cal. 2d 93 (Cal. 1950).

Opinion

35 Cal.2d 93 (1950)
216 P.2d 850

Estate of RUBY SARGAVAK, Deceased.
J.G. OHANNESON et al., Respondents,
v.
ADRINE LAMBRINIDOU et al., Appellants; H. KURKJIAN et al., Contestants and Respondents.

Docket No. L.A. 20727.

Supreme Court of California. In Bank.

April 11, 1950.

*94 Robert M. Dulin, Melvin E. Fink, Spurgeon Avakian and Schell & Delamer for Appellants.

C.W. Byrer, Charles E. Hobart, Cameron & Perkins and W.E. Cameron for Respondents.

THE COURT.

Contestants appeal from an order admitting a holographic instrument to probate as a codicil to a previously admitted witnessed will. Ruby Sargavak died March 22, 1947. By a formal will drawn by respondent Ohanneson as her attorney and executed July 9, 1945, she left all her property to the appellants. Respondent Mahdesian, as executor under that will, offered it for probate on March 31, 1947. On May 6, 1947, respondent Ohanneson offered the following instrument for probate as a codicil to that will:

"1566 W-29th St. Los Angeles 7, Cal. Sep 29, 1946 Sunday Evening

TO WHOM IT MAY CONCERN:

I the writer — Mrs Ruby Sargavak wants everyone to know that she is writing these lines of her own free will — no one is putting her of or urging her to do it. She leaves everything she has to her Boy Sam Mahdesian & her layer, J.G. Ohanneson — she gives them power of attorney to divide what is left of her belongings to them. She specifically advises to give nothing what so ever to Mrs. Lillian Shooshan — she is no relation nor friend of hers — Mrs. Sargavak has been more than kind to her, just because she begged us to help her for a little time — Mrs. Sargavak would rather help her very own nieces & grand nieces & perfect strangers, who are truly in need of help. God has been good to us, she did not appreciate *95 the goodness of the Lord to her. All honor & glory unto his High and Holy Name! Mrs. Ruby Sargavak.

P.S. It is 8 o'clock, I am very tired —

Ruby Sargavak."

Appellants contested the admission of this instrument on the ground that testatrix did not intend it as a testamentary disposition of her property. They introduced without objection evidence to show that testatrix intended the instrument as an authorization to respondents to eject Mrs. Lillian Shooshan from the testatrix's house. Respondent Mahdesian testified to declarations of the testatrix that the allegedly dispositive provisions were intended only as a statement that her attorney and her executor were to dispose of her property according to the terms of the will of July 9, 1945. Respondent Ohanneson, as the only proponent of the codicil, offered no contradictory evidence, relying solely upon the allegedly clear language of the instrument. The trial court found that the instrument was executed with testamentary intent and admitted it to probate as a codicil to the will.

No question is raised as to compliance with Probate Code, section 53, or as to Mrs. Sargavak's testamentary capacity. Appellants contend only that the uncontradicted evidence clearly discloses that the testatrix did not execute the instrument with testamentary intent. Respondent, however, urges that the extrinsic evidence was improperly admitted and could not be considered on that issue. He contends that when a will is clear and unambiguous on its face, extrinsic evidence cannot be admitted to show that it was not a will. This contention cannot be upheld.

[1] Before an instrument may be probated as a will it must appear from its terms, viewed in the light of the surrounding circumstances, that it was executed with testamentary intent. The testator must have intended, by the particular instrument offered for probate, to make a revocable disposition of his property to take effect upon his death. (In re Richardson, 94 Cal. 63 [29 P. 484, 15 L.R.A. 635]; Estate of Spencer, 87 Cal. App.2d 591 [197 P.2d 351]; Habergham v. Vincent, 2 Ves.Jr. 204; Succession of Torlage, 202 La. 693 [12 So.2d 683]; Mayhew v. Wilhelm, 249 Mich. 640 [229 N.W. 459]; In re McCune's Estate, 265 Pa. 523 [109 A. 156]; Estate of Button, 209 Cal. 325, 331 [287 P. 964]; In re Williams' Estate, (Tex.Civ.App.) 135 S.W.2d 1078; Clark v. Hugo, 130 Va. 99 [107 S.E. 730]; Thompson, Wills, § 12.) *96 It bears emphasis that we are here concerned not with the meaning of the instrument, but with the intention with which it was executed.[*] [2] Regardless of the language of the allegedly testamentary instrument, extrinsic evidence may be introduced to show that it was not intended by the testator to be effective as a will. (Estate of Janes, 18 Cal.2d 512, 515 [116 P.2d 438]; Austin v. First Trust & Savings Bank, 343 Ill. 406, 414 [175 N.E. 554]; In re Kemp's Will, 37 Del. 514, 523 [186 A. 890]; In re Estate of Soper, 196 Minn. 60 [264 N.W. 427]; Estate of Kenyon, 42 Cal. App.2d 423 [109 P.2d 38].) Thus, an instrument that clearly appears testamentary may nevertheless be shown by extrinsic evidence to have been executed in jest (Nichols v. Nichols, 2 Phill.Ecc. 180; Trevelyan v. Trevelyan, 1 Phill.Ecc. 149), or as a threat to induce action by an interested party (Lister v. Smith, 3 S.&T. 282), or under the misapprehension that the instrument was a mortgage (In re Williams' Estate (Tex.Civ.App.), 135 S.W.2d 1078), or to induce the "legatee" to engage in illicit relations with the testator (Fleming v. Morrison, 187 Mass. 120 [72 N.E. 499]), or to relieve the maker from annoyance by a would-be legatee. (Estate of Siemers, 202 Cal. 424, 435 [261 P. 298]; see 1 Page, Wills, § 53.)

Respondent relies upon a dictum in Estate of Pagel, 52 Cal. App.2d 38, 42 [125 P.2d 853], that, although extrinsic evidence can be admitted to show that the writer did not intend the writing in question to operate as a will, such evidence cannot be admitted to show that he intended it to operate as an instrument different from what on its face it purports to be. Respondent therefore contends that the evidence is inadmissible because it shows that the testatrix intended to execute a power of attorney. [3] The intention of the testatrix is here material only in showing that she did not intend that the instrument operate as a will. Since extrinsic evidence is admissible to show the absence of testamentary intention, it does not become inadmissible because it does so by showing another intention.

[4] The extrinsic evidence in this case consists for the most part of the oral declarations of the testatrix before and after the execution of the instrument in question. Such declarations, *97 whether made at, before, or after the execution of the instrument are admissible, if offered for the purpose of ascertaining the intent with which the instrument was executed (Estate of Siemers, 202 Cal. 424, 435-436 [261 P. 298]; In re Kemp's Will, 37 Del. 514, 523 [186 A. 890]; Fleming v. Morrison, 187 Mass. 120, 122 [72 N.E. 499]; Clark v. Hugo,

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Boyajian
California Court of Appeal, 2025
Trotter v. Van Dyck
California Court of Appeal, 2024
Estate of Berger
California Court of Appeal, 2023
Estate of Wagner CA1/2
California Court of Appeal, 2020
Conservatorship and Estate of Adams CA4/3
California Court of Appeal, 2020
Estate of Hinz CA6
California Court of Appeal, 2016
Radin v. Jewish National Fund
352 P.3d 863 (California Supreme Court, 2015)
Doherty v. Doherty CA3
California Court of Appeal, 2014
In Re Estate of Williams
66 Cal. Rptr. 3d 34 (California Court of Appeal, 2007)
Cox v. Towle
155 Cal. App. 4th 197 (California Court of Appeal, 2007)
Estate of Smith
61 Cal. App. 4th 259 (California Court of Appeal, 1998)
Estate of MacLeod
206 Cal. App. 3d 1235 (California Court of Appeal, 1988)
Davis v. Horwitz
206 Cal. App. 3d 1235 (California Court of Appeal, 1988)
In re the Probate of the Alleged Will of Marinus
493 A.2d 44 (New Jersey Superior Court App Division, 1985)
Mills v. Kelly
660 P.2d 124 (New Mexico Court of Appeals, 1983)
Osterkamp v. Weeks
250 N.W.2d 286 (South Dakota Supreme Court, 1977)
Estate of Geffene
1 Cal. App. 3d 506 (California Court of Appeal, 1969)
Boadt v. Porter
1 Cal. App. 3d 506 (California Court of Appeal, 1969)
Estate of Morris
268 Cal. App. 2d 638 (California Court of Appeal, 1969)
Roman v. Security First National Bank
268 Cal. App. 2d 638 (California Court of Appeal, 1969)

Cite This Page — Counsel Stack

Bluebook (online)
216 P.2d 850, 35 Cal. 2d 93, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-sargavak-cal-1950.