In Re the Estate of Carrillo

203 P. 104, 187 Cal. 597, 1921 Cal. LEXIS 396
CourtCalifornia Supreme Court
DecidedDecember 20, 1921
DocketL. A. No. 6832.
StatusPublished
Cited by22 cases

This text of 203 P. 104 (In Re the Estate of Carrillo) 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
In Re the Estate of Carrillo, 203 P. 104, 187 Cal. 597, 1921 Cal. LEXIS 396 (Cal. 1921).

Opinion

RICHARDS, J.,

pro tem. This appeal is from a decree of. final distribution of the residue of the property belonging to this estate. The only question presented upon this appeal is as to the meaning to be given to the word “cash” as used by the testatrix in her holographic will. Eva Van Buskirk Carrillo was the widow of one J. J. Carrillo, who had died, leaving a will by the terms of which she was given a one-eighth interest for life in the residue of his estate, consisting at the time his will was made of certain lands subject to mortgage. She was also given a legacy of $5,000. During the course of probate of his estate she had applied for and received a family allowance, a considerable portion of which was-not promptly paid, nor was her legacy delivered to her up to the time of the making of her holographic' will. In the year 1918 Eva Van Buskirk Carrillo executed her holographic will wherein, with much detail, she proceeded to bequeath numerous articles of personal property, such as rings, brooches, bracelets, earrings, china, clothing, and other personal effects of which she was then possessed to her various relatives, giving to each specific articles by name. She also devised the only piece of real estate of which she was then the owner, her home, to her brother and her daughter, share and share alike. As to her said daughter, Maude M. Whitaker, the clause in her said will by which the latter was to receive certain specific articles of personalty, and was also to receive her above named interest in said real estate, contained the added words “1 third cash.” The succeeding clause in said will by which her brother James L. Orr was also given considerable personal effects, together with a one-half interest in said real estate, contained the words “1 third ■ of cash that is left after my demise.” One other clause'in said will may be noted as bearing on the question involved in this appeal. It reads as follows: “If I have the $7000 coming to me I give to Mr. Peyton H. Moore for the legal work $500.00 he is deserving of it, as I promised if he got my estate settled I would make him a present and please give this amount to him providing I have $7000.00 left.” At the time of the execution of this will the only actual *599 money which Mrs. Carrillo had on hand was the sum of $95 in bank. There was then due her, however, the sum of $1,450 upon account of her widow’s allowance from her husband’s estate, together with her one-eighth interest in the residue thereof, as well as her said unpaid legacy. Between the date of her said will and the date of her death in October, 1919, she effected a compromise of her claims against her said husband’s estate by which it was agreed that she should be paid the sum of $10,500 in full settlement. Of this sum she received the sum of $1,000' during her lifetime, of which sum $907.17 was on hand at the time of her death. After her death and while her estate was in course of probate her administrator with the will annexed received the additional sum of $2,500 in money and a promissory note and mortgage for the sum of $7,000 executed by the duly authorized executors- of her husband’s estate. Of the money thus received there were expended certain sums in the course of administration, so that there remained on hand in money the sum of $1,612.98 when the estate was ready for distribution. There was also on hand the aforesaid note and mortgage for the sum of $7,000. The petition for final distribution, which was filed by Maude M. Whitaker, the daughter of said decedent, set forth the foregoing two items as assets of the estate and prayed that they be distributed to her as the sole surviving heir of her mother. The court, however, disregarded this prayer and, treating these assets as “cash,” distributed the same by its decree of distribution one-third each to the persons named in said will as entitled to “1 third of cash that is left after my demise.” Prom said decree of distribution the said daughter and sole surviving heir of said decedent prosecutes this appeal.

It is the contention of the appellant that the word “cash” and the phrase “cash that is left after my demise” are to be construed as meaning the actual money on hand at the time of the death of the testatrix, to wit, the sum of $907.17, and that it is this sum only that should have been divided among the three persons mentioned in the said will as entitled to “cash that is left after my demise.” The balance of the money on hand at the date of distribution and the said note and mortgage the appellant claims herself to be entitled to as the unassigned residue of said estate. It is to be noted at the outset that this claim on the part of the appellant, if *600 acceded to, would compel the conclusion that the testatrix did not intend to dispose of her whole estate by her said will, but did intend to leave that portion thereof which the appellant now claims in a state of intestacy. [1] Such an interpretation is not favored by the law. (Estate of O’Gorman, 161 Cal. 654, [120 Pac. 33]; Estate of Heberle, 153 Cal. 275, [95 Pac. 41]; Estate of Blake, 157 Cal. 448, [108 Pac. 287]; Civ. Code, sec. 1326.) It is also to be noted as an aid to our reasoning as to the proper interpretation to be given to these words in this will that the testatrix began to write her said holographic will with the following words: “I, Eva Yan Buskirk Carillo being in sound mind and body do hereby give to the following persons named herein for love and affection money and articles.” It is also to be noted that no money is disposed of by the terms of this will unless the word “cash” as used therein is to be interpreted as the synonym of “money.” It is significant at this point to take note of the fact that the maker of this will had expressly in mind the sum of $7,000 which she was entitled to receive and which, according to her expression, was “coming to me” in cash from the estate of her deceased husband, and which she had an expectancy of receiving during her lifetime. Had this expectancy been realized then, according to the appellant’s own interpretation of the meaning of this will, it would under its terms have been properly divided into the three equal shares among those entitled to “cash” bequests in said will. It must, therefore, have been so intended by the testatrix, if the appellant’s own contention be taken to be sound. In this immediate connection also it is to be noted that this expected increment was still in the form of money due and payable at the time of her demise, and was only placed in the form of a note and mortgage by the act of her administrator after her death. It must, therefore, for the purpose of interpreting this will be treated as money in expectancy when the testatrix drew her will. Pursuing the foregoing chain of reasoning and treating the testatrix’s use of the word “cash” as employed in her said will as intended to mean “money,” we are led to the conclusion that the testatrix used the word “cash” in the broader meaning of “money,” which has sometimes been given to it. The following cases show the sense in which the word “money” has been sometimes used in wills. In Estate of Miller, 48 Cal. 165, [22 Am. Rep. *601 422], the following words were used: “It is conceded by the appellant that the word ‘money’ in wills has been frequently construed by the courts, both in England and America, to include the personal estate of the testator.

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Bluebook (online)
203 P. 104, 187 Cal. 597, 1921 Cal. LEXIS 396, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-carrillo-cal-1921.