Freyermuth v. Speckter

207 P.2d 567, 34 Cal. 2d 105, 11 A.L.R. 2d 1382, 1949 Cal. LEXIS 145
CourtCalifornia Supreme Court
DecidedJune 28, 1949
DocketS. F. No. 17639
StatusPublished
Cited by20 cases

This text of 207 P.2d 567 (Freyermuth v. Speckter) 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
Freyermuth v. Speckter, 207 P.2d 567, 34 Cal. 2d 105, 11 A.L.R. 2d 1382, 1949 Cal. LEXIS 145 (Cal. 1949).

Opinions

TRAYNOR, J.

By a holographic will dated October 1, 1941, the testator devised “To Otto Speckter or his Estate The Property at Clear Lake & Improvements on same.” Speckter, who was not related to the testator, died on July 1, 1943. The testator died on May 14, 1945. In the course of administration the property at Clear Lake was sold, and the decree of distribution awarded the proceeds of the sale “to the heirs or devisees of Otto Speckter, deceased, subject to the administration of his estate.” Appellants, executors and legatees under the will, appeal from the decree of distribution.

The only question presented on this appeal is whether the devise to “Otto Speckter or his Estate” lapsed by reason of Speckter’s death before the death of the testator. If a devisee who is not kindred of the testator dies during the testator’s lifetime, “the testamentary disposition to him fails, unless an intention appears to substitute another in his place. ’ ’ (Prob. Code, § 92.) The determination whether the devise lapsed therefore depends upon whether the testator intended to substitute another for Speckter in the event he predeceased the testator and, if the testator had such intention, whether he substituted another in Speckter’s place by designating Speckter’s “Estate” as the substitutional beneficiary..

Relying upon Estate of Sessions, 171 Cal. 346 [153 P. 231], appellants contend that the phrase, “or his Estate,” does not indicate an intention by the testator to substitute an alternative taker in the event Speckter predeceased him. In that case, the court held that a bequest to “William E. Jackson [who predeceased the testator], and to Ms heirs and [107]*107assigns forever” lapsed on the ground that the italicized phrase was merely technical language customarily used to pass the fee to property. (See, also, Estate of Barton, 196 Cal. 508, 515 [238 P. 681]; Estate of Minor, 59 Cal.App. 616 [211 P. 807].) In the present case, however, the words “or his Estate,” are words, not of limitation defining the estate that Otto Speckter was to receive, but of donation to designate the recipient or recipients of the devise. The testator’s use of the disjunctive “or” clearly denotes an intention to substitute an alternative taker in the event Speckter predeceased him. (See Estate of Coleman, 189 Cal. 612, 619 [209 P. 571]; Estate of Minor, supra, 59 Cal.App. 616, 619; Atkinson on Wills, p. 728; 4 Page on Wills [Lifetime Ed.], p. 172.)

The question remains, however, whether the testator’s designation of Speckter’s estate constitutes the substitution of another in the place of Speckter as required by section 92 of the Probate Code. The word “another” as used in that section necessarily implies another devisee or legatee capable of taking the property. Appellants contend that the estate of a named devisee is not another for the purpose of substitution, on the ground that an estate is not a natural person or entity capable by law of taking under a will within the meaning of section 27 of the Probate Code. Respondents contend, however, that the word “Estate” was used by the testator to designate Speckter’s heirs or devisees as the substitutional beneficiaries and that therefore natural "persons have been substituted in the place of Speckter to prevent the lapse of the devise. This contention is challenged by appellants on the ground that the meaning of the word “Estate” is too indefinite to denote the recipients of the devise.

The objective in the interpretation of a will is to ascertain the intention of the testator as disclosed by the language he has used. (Estate of Young, 123 Cal. 337, 345 [55 P. 1011]; Estate of Henderson, 161 Cal. 353, 357 [119 P. 496]; Estate of Ottoveggio, 64 Cal.App.2d 388, 391 [148 P.2d 878].) In its technical sense, the term “estate” signifies the “degree, quantity, nature and extent of interest which a person has in real property.” (Bouvier Law Dictionary. See, also,; Civ. Code, §761 et seq.; Rest., Property, §9.) Section 106 of the Probate Code provides that “technical words in a will are to be taken in their technical sense, unless the context clearly indicates a contrary intention, or unless it satisfactorily appears that the will was drawn solely by the testator, and that he was unacquainted with such tech[108]*108nical sense.” The will before us was drawn by the testator, a layman, and it is evident from the context of the devise that he did not use the term “Estate” in its technical sense. (See Estate of Gracey, 200 Cal. 482, 491-492 [253 P. 921]; Estate of Peabody, 154 Cal. 173, 177 [97 P. 184]; Estate of Coleman, supra, 189 Cal. 612, 620; Estate of Thramm, 80 Cal.App.2d 756, 762 [183 P.2d 97]; Estate of Olsen, 9 Cal.App.2d 374, 379 [50 P.2d 70].) When the technical meaning of the term is substituted for the term itself, there can be no doubt that the testator was not referring to the interest Otto Speekter was to have in the property devised.

The question therefore arises, what did the testator mean by “Estate” when he used that term in the devise? Appellants rely principally upon Estate of Glass, 164 Cal. 765 [130 P. 868], to support their contention that “Estate” cannot be construed to mean Speekter’s heirs or devisees. In that case the will contained the provision, “The balance to go to father Glass’s estate.” Since Father Glass was alive at the time of the execution of the will, the term “estate” was used with reference to a living person. In recognition of this fact this court stated: “The language of the testatrix thus being referred to the date of her will and not to the date of her death, by the plain terms of the will Nellie Glass attempted to leave the residue of her estate, not to Thomas Glass, but to Thomas Glass’s estate. Thomas Glass’s estate is not a person or entity which can take under the will. (Civ. Code, secs. 1275, 1313 [now, Prob. Code, §§ 27, 41-43].) When used with reference to a living man ‘estate’ may either mean all of his property and property interests, as colloquially, ‘upon his death he will leave a large estate,’ or it may refer specifically to a particular property in land, as his ‘estate in Sonoma County.’ But however used as to a living man no property can pass to it by descent, devise or bequest.” (164 Cal. at p. 767.) In the present case, however, since the will provided that the property was to go to “Otto Speekter or his Estate,” the term was used with reference to a deceased person. The testator’s intention to provide for two contingencies is clear: if Otto Speekter survived the testator, the property was to go to Speekter, but if Speekter predeceased the testator the property was to go to Speekter’s estate. Thus the testator’s will itself provides for the very disposition of the property that the court in Estate of Glass said it could not read into the words “to father Glass’s estate”: “The construction"contended for by appellants,— [109]*109namely, that the will is to be read as though it declared that the balance should go to Thomas Glass if alive, and if not, then to his estate, by his estate meaning his legal heirs, or his devisees or legatees as the case may be, is too strained to be permissible.” (164 Cal. at p. 767.) By reason of the use of the alternative in the will before us, “To Otto Speckter or

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Bluebook (online)
207 P.2d 567, 34 Cal. 2d 105, 11 A.L.R. 2d 1382, 1949 Cal. LEXIS 145, Counsel Stack Legal Research, https://law.counselstack.com/opinion/freyermuth-v-speckter-cal-1949.