Estate of Wochos

23 Cal. App. 3d 47, 99 Cal. Rptr. 782
CourtCalifornia Court of Appeal
DecidedJanuary 25, 1972
Docket27680
StatusPublished
Cited by5 cases

This text of 23 Cal. App. 3d 47 (Estate of Wochos) 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 Wochos, 23 Cal. App. 3d 47, 99 Cal. Rptr. 782 (Cal. Ct. App. 1972).

Opinion

23 Cal.App.3d 47 (1972)
99 Cal. Rptr. 782

Estate of JACOB J. WOCHOS, Deceased.
WELLS FARGO BANK, as Executor, etc., Petitioner and Respondent,
v.
ROBERT L. WOCHOS et al., Petitioners, Claimants and Appellants.
CHARLES W. WOCHOS et al., Claimants and Respondents.
JOSEPH J. WAVRUNEK et al., Claimants and Appellants.

Docket No. 27680.

Court of Appeals of California, First District, Division Three.

January 25, 1972.

*49 COUNSEL

Freed & Freed, Eli Freed, Demetrios Dimitriou, Cox, Cummins & Rinehart, Bernard F. Cummins, Wilkie C. Courtier, Jacob Karesh and Leonard Shaw for Petitioners, Claimants and Appellants and for Claimants and Appellants.

No appearance for Petitioner and Respondent.

Hoberg, Finger, Brown & Abramson, Ernest J. Hill and John H. Finger for Claimants and Respondents.

OPINION

BROWN (H.C.), J.

This is an appeal from a judgment admitting to probate a will dated December 10, 1962 and codicils dated December 12, 1962 and July 15, 1963, notwithstanding the special verdict of a jury that the testator lacked testamentary capacity on July 15, 1963.

The court also held, in effect, that the provisions of the July 15, 1963 codicil were wholly inconsistent with the dispositive provisions of two codicils dated February 6 and February 7, 1963, and that these codicils were therefore revoked. The documents admitted to probate named two nephews, Richard and Charles Wochos, as beneficiaries of decedent's estate. The two codicils dated February 6 and 7, 1963 (which the trial court held were *50 revoked by the codicil of July 15, 1963) named the decedent's nephews and nieces, approximately 26 in number, as the beneficiaries of his estate.

These nieces and nephews of decedent Jacob Wochos (except respondents Richard and Charles Wochos), and a nephew of Hazel Wochos, have joined in this appeal. They contend, first, that there was substantial evidence presented to the jury that the deceased lacked testamentary capacity on July 15, 1963, and therefore the trial court erred in its judgment notwithstanding the verdict; second, that the trial court erred in holding that the July 15, 1963 codicil revoked the codicils of February 6 and 7, 1963.

An examination of the wills and the codicils, together with references to the testimony relative to decedent's lack of testamentary capacity, will clarify our conclusion that the trial court erred in excluding the codicils of February 6 and 7, 1963 from probate.

We have purposely omitted any detailed summary of the testimony of the proponents of the will and codicils relating to decedent's testamentary capacity on the dates of those documents. (1) We have made this omission because of the well settled rule that all evidence favorable to appellant must be accepted, and if that evidence so viewed is sufficient as a matter of law, the judgment notwithstanding the verdict must be reversed. (See Estate of Hettermann, 48 Cal. App.2d 263, 266 [119 P.2d 788]; Estate of Lingenfelter, 38 Cal.2d 571 [241 P.2d 990].)

The facts: Jacob and Hazel Wochos had been married 46 years. They had no children. Hazel had a nephew, and Jacob had some 26 nieces and nephews. Their joint estate amounted to in excess of $800,000.

On January 23, 1962, Jacob and Hazel executed mutually reciprocal wills. Each will purported to distribute the income of their entire estate to the survivor (including the community share of the other) and named the nieces and nephews as the residuary legatees and devisees, but gave the survivor the power to appoint or make different disposition of the estate. In the event of failure of the survivor to exercise the power of appointment, then the estate was to be distributed to all of the nieces and nephews of both parties after a few bequests to charities.

In December 1962, Hazel filed a divorce action against Jacob. On December 10, 1962, Jacob executed a new will which left his estate to the Wells Fargo Bank in trust for his wife if no divorce action was pending and the remainder to two nephews, Richard and Charles Wochos, the respondents herein. On the same date that Jacob executed this will, a petition for the appointment of guardian of his person and estate was filed on his behalf. On December 12, 1962, Jacob executed a codicil to the will of December 10 to make clear that his wife was to be eliminated as a beneficiary *51 in the event of divorce. Three days after the petition for guardianship had been filed, a hearing was held[*] and Jacob was declared incompetent. Richard Wochos and the San Francisco County Probate Commissioner were named guardians of his person, and the Wells Fargo Bank guardian of his estate.

On December 21, 1962, Hazel Wochos died. A nephew, Robert, who had been disinherited by Jacob's will, on learning of the death of Hazel and of the provisions of Jacob's new will, asked Jacob if he recalled devising his entire estate to Richard and Charles Wochos. According to Robert, Jacob stated that he didn't remember that event and didn't want it distributed that way. Robert further asked his uncle if there was anything that he (Robert) could do to help him as there was so much confusion regarding what the uncle wanted to happen to his estate, and Robert said, "What would you like me to do?" Jacob Wochos replied: "I would like you to help me to prepare some kind of a statement that I would like my estate left as I originally intended." Whereupon Robert said, "How is that?" Jacob Wochos answered, "With all of my nephews and nieces." The codicil dated February 6, 1963 was then prepared and executed by Jacob. The codicil devised the estate to the nephews of Jacob but failed to mention his nieces. Also, Robert became ineligible to receive under the codicil because he signed as an attesting witness. On February 7, 1963, another codicil was prepared to correct these apparent errors. Jacob devised his estate to all of his nieces and nephews, and two persons not named as beneficiaries executed the codicil as witnesses.

On July 15, 1963, Jacob was admitted to a San Francisco hospital with a foot infection which eventually required amputation of his leg. He continued to be hospitalized until his death on April 1, 1964. On the day Jacob was admitted to the hospital, he executed another codicil to his will. This codicil was prepared by the attorney, Raymond Levy, who had prepared the will of December 10, 1962 and the first codicil of December 12, 1962. The codicil of July 15, 1963 was designated as the second codicil. It was, in fact, the fourth codicil. Attorney Levy was not aware that Jacob had signed the other two codicils dated February 6 and 7, 1963.

The codicil of July 15, 1963 reads: "I, JACOB J. WOCHOS, being of sound and disposing mind and memory, and not acting under the undue influence of any person whatsoever, do hereby publish and declare this to be the Second Codicil to my Last Will and Testament dated the 10th day of December 1962:

"FIRST: I do hereby specifically refer to Paragraph FOURTH or [sic] the *52

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