Hembree v. Quinn

444 P.2d 353, 69 Cal. 2d 200, 70 Cal. Rptr. 561, 1968 Cal. LEXIS 236
CourtCalifornia Supreme Court
DecidedAugust 19, 1968
DocketL. A. No. 29418
StatusPublished
Cited by170 cases

This text of 444 P.2d 353 (Hembree v. Quinn) 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
Hembree v. Quinn, 444 P.2d 353, 69 Cal. 2d 200, 70 Cal. Rptr. 561, 1968 Cal. LEXIS 236 (Cal. 1968).

Opinions

SULLIVAN, J.

Georgia Nan Russell Hembree appeals from a judgment (Prob. Code, § 12401) entered in proceedings for the determination of heirship (§§ 1080-1082) decreeing inter alia that under the terms of the will of Thelma L. Russell, deceased, all of the residue of her estate should be distributed to Chester H. Quinn.

Thelma L. Russell died testate on September 8, 1965, leaving a validly executed holographic will written on a small card. The front of the card reads:

[203]*203“Turn
the card March 18-1957
I leave everything I own Real &
Personal to Chester H. Quinn & Roxy Russell Thelma L. Russell”

The reverse side reads:

“My ($10.) Ten dollar gold Piece & diamonds I leave to Georgia Nan Russell. Alverata, Geogia [sic].”

Chester EL Quinn was a close friend and companion of testatrix, who for over 25 years prior to her death had resided in one of the living units on her property and had stood in a relation of personal trust and confidence toward her. Roxy Russell was testatrix’ pet dog which was alive on the date of the execution of testatrix’ will but predeceased her. 2 Plaintiff is testatrix’ niece and her only heir-at-law.

In her petition for determination of heirship plaintiff alleges, inter alia, that “Roxy Russell is an Airedale dog”;3 that section 27 enumerates those entitled to take by will; that “Dogs are not included among those listed in . . . Section 27. Not even Airedale dogs”; that the gift of one-half of the residue of testatrix’ estate to Roxy Russell is invalid and void; and that plaintiff was entitled to such one-half as testatrix’ sole heir-at-law.

At the hearing on the petition, plaintiff introduced without objection extrinsic evidence establishing that Roxy Russell was testatrix’ Airedale dog which died on June 9, 1958. To this end plaintiff, in addition to an independent witness, called defendant pursuant to former Code of Civil Procedure [204]*204section 2055 (now Evid. Code, § 776). Upon redirect examination, counsel for Quinn then sought to introduce evidence of the latter’s relationship with testatrix “in the event that your Honor feels that there is any necessity for further ascertainment of the intent above and beyond the document.” Plaintiff’s objections on the ground that it was inadmissible under the statute of wills and the parole evidence rule “because there is no ambiguity” and that it was inadmissible under section 105, were overruled. Over plaintiff’s objection, counsel for Quinn also introduced certain documentary evidence consisting of testatrix’ address book and a certain quitclaim deed “for the purpose of demonstrating the intention on the part of the deceased that she not die intestate.” Of all this extrinsic evidence only the following infinitesimal portion of Quinn’s testimony relates to care of the dog: “Q. [Counsel for Quinn] Prior to the first Roxy’s death did you ever discuss with Miss Russell taking care of Roxy if anything should ever happen to her? A. Yes.” Plaintiff carefully preserved an objection running to all of the above line of testimony and at the conclusion of the hearing moved to strike such evidence. Her motion was denied.

The trial court found, so far as is here material, that it was the intention of the testatrix “that Chester H. Quinn was to receive her entire estate, excepting the gold coin and diamonds bequeathed to” plaintiff and that Quinn “was to care for the dog, Roxy Russell, in the event of Testatrix’s death. The language contained in the Will concerning the dog, Roxy Russell, was precatory in nature only, and merely indicative of the wish, desire and concern of Testatrix that Chester H. Quinn was to care for the dog, Roxy Russell, subsequent to Testatrix’s death.”4 The court concluded that testatrix [205]*205intended to and did make an absolute and outright gift to Mr. Quinn of all the residue of her estate, adding: “There occurred no lapse as to any portion of the residuary gift to Chester H. Quinn by reason of the language contained in the Will concerning the dog, Roxy Russell, such language not having the effect of being an attempted outright gift or gift in trust to the dog. The effect of such language is merely to indicate the intention of Testatrix that Chester H. Quinn was to take the entire residuary estate and to use whatever portion thereof as might be necessary to care for and maintain the dog, Roxy Russell.” Judgment was entered accordingly. This appeal followed.

Plaintiff’s position before us may be summarized thusly: That the gift of one-half of the residue of the estate to testatrix’ dog was clear and unambiguous; that such gift was void and the property subject thereof passed to plaintiff under the laws of intestate succession; and that the court erred in admitting the extrinsic evidence offered by Quinn but that in any event the uncontradicted evidence in the record did not cure the invalidity of the gift.

We proceed to set forth the rules here applicable which govern the interpretation of wills.

First, as we have said many times: ‘ ‘ The paramount rule in the construction of wills, to which all other rules 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.” (Estate of Wilson (1920) 184 Cal. 63, 66-67 [193 P. 581].)5 The rule is imbed[206]*206ded in the Probate Code. (§ 101.)6 Its objective is to ascertain what the testator meant by the language he used.7

When the language of a will is ambiguous or uncertain resort may be had to extrinsic evidence in order to ascertain the intention of the testator.8 We have said that extrinsic evidence is admissible “to explain any ambiguity arising on the face of a will, or to resolve a latent ambiguity which does not so appear. ’ ’ (Estate of Torregano (1960) 54 Cal.2d 234, [207]*207246 [5 Cal.Rptr. 137, 352 P.2d 505, 88 A.L.R.2d 597], citing §105.)9 A latent ambiguity is one which is not apparent on the face of the will but is disclosed by some fact collateral to it. (See 4 Page on Wills (Bowe-Parker Rev.) § 32.7, p. 255; Comment: Extrinsic Evidence and the Construction of Wills in California (1962) 50 Cal.L.Rev. 283, 284-291.)

As to latent ambiguities, this court in the Donnellan case said: “Broadly speaking, there are two classes of wills presenting latent ambiguities, for the removal of which ambiguities resort to extrinsic evidence is permissible. The one class is where there are two or more persons or things exactly measuring up to the description and conditions of the will, . . . The other class is where no person or thing exactly answers the declarations and descriptions of the will, but where two or more persons or things in part though imperfectly do so answer.” (Estate of Donnellan (1912) 164 Cal. 14, 20 [127 P. 166].)10

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

Related

Trolan v. Trolan
243 Cal. Rptr. 3d 264 (California Court of Appeals, 5th District, 2019)
Radin v. Jewish National Fund
352 P.3d 863 (California Supreme Court, 2015)
CITIZENS BUSINESS BANK v. Carrano
189 Cal. App. 4th 1200 (California Court of Appeal, 2010)
Dye v. Battles
112 Cal. Rptr. 2d 362 (California Court of Appeal, 2001)
Estate of Smith
61 Cal. App. 4th 259 (California Court of Appeal, 1998)
Ike v. Doolittle
61 Cal. App. 4th 51 (California Court of Appeal, 1998)
Estate of Anderson
56 Cal. App. 4th 235 (California Court of Appeal, 1997)
Newman v. Wells Fargo Bank
926 P.2d 969 (California Supreme Court, 1996)
Burch v. George
866 P.2d 92 (California Supreme Court, 1994)
Federal Deposit Insurance v. Brants
2 F.3d 147 (Fifth Circuit, 1993)
Hayter Trucking, Inc. v. Shell Western E & P, Inc.
18 Cal. App. 4th 1 (California Court of Appeal, 1993)
North Bay Schools Insurance Authority v. Industrial Indemnity Co.
6 Cal. App. 4th 1741 (California Court of Appeal, 1992)
Estate of Berdrow
5 Cal. App. 4th 637 (California Court of Appeal, 1992)
Columbia Casualty Co. v. Northwestern National Insurance
231 Cal. App. 3d 457 (California Court of Appeal, 1991)
Estate of MacLeod
206 Cal. App. 3d 1235 (California Court of Appeal, 1988)
Poag v. Winston
195 Cal. App. 3d 1161 (California Court of Appeal, 1987)
Levenson v. Mobley
744 P.2d 174 (New Mexico Supreme Court, 1987)
Los Angeles City Employees Union v. City of El Monte
177 Cal. App. 3d 615 (California Court of Appeal, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
444 P.2d 353, 69 Cal. 2d 200, 70 Cal. Rptr. 561, 1968 Cal. LEXIS 236, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hembree-v-quinn-cal-1968.