Kruger v. Krueger

131 P.2d 619, 55 Cal. App. 2d 619, 1942 Cal. App. LEXIS 106
CourtCalifornia Court of Appeal
DecidedNovember 23, 1942
DocketCiv. 13795
StatusPublished
Cited by26 cases

This text of 131 P.2d 619 (Kruger v. Krueger) 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
Kruger v. Krueger, 131 P.2d 619, 55 Cal. App. 2d 619, 1942 Cal. App. LEXIS 106 (Cal. Ct. App. 1942).

Opinion

WHITE, J.

This is an appeal from a judgment, order and decree in probate directing distribution of an estate, *620 after determination by the court of the persons to whom distribution should be made pursuant to the terms of a holographic will.

The testator, Ralph Lewis Kruger, died January 19, 1941. He left a will entirely written, dated October 8, 1940, and signed by him (Prob. Code, § 53), reading as follows:

“This is the last Will & Testament written by Col. Ralph Lewis Kruger Oct — 8 40—
“I give to my Brother Ernest A Kruger— all my personal property—
“I give to my Sister—Mrs Homer Marsh— $1,000.00 “One thousand dollars” the rest of my belongings to my wife Daisy May Kruger after all my debts have been paid.
“Ralph Lewis Kruger
“October 8th 1940.”

The foregoing will was admitted to probate and decedent’s widow was appointed "administratrix with the will annexed. On December 11, 1941, the administratrix filed her first and final account, report and petition for distribution, wherein she prayed for distribution of the estate under the will as follows: “All of the personal effects of the deceased to Ernest A. Kruger; the sum of $1,000 to Mrs. Homer Marsh; and all of the rest, residue and remainder of said estate to Daisy May Kruger, widow of said deceased.” To this petition for distribution one of the legatees, Ernest A. Kruger, filed his written objections, wherein he asserted that by the terms of the will the widow “was to' have the rest of his (Decedent’s) belongings, meaning his interest in their real property, which consisted of property held in joint tenancy with said Daisy May Kruger, pension rights due her as a result of his military services, also all property given to her by gift during his lifetime or received by her as her half of a mutual division of their community property, and any real property.” The objecting legatee asked that' distribution be ordered as follows: “To Mrs. Homer Marsh $1,000.00; to Ernest A. Krueger, also known as Ernest A. Kruger, all the rest and remainder of the personal property of said estate. ’ ’ It is conceded that the estate administered under the will in its entirety consisted of personal property, in the form of building and loan association certificates, an automobile, trailer, and cash in bank.

Thereafter, and on January 14, 1942, the administratrix *621 filed her petition for an order construing and interpreting the will, and instructing her as to the manner in which distribution should be made. To this petition legatee Ernest A. Kruger filed objections wherein he alleged that the will was free from ambiguity and requested distribution “in accordance with the terms of said will.”

With the issues thus framed, the matter proceeded to hearing, following which the court made findings to the effect that the estate “appears now to possess no real property and under the facts is conceded to be entirely community property of said decedent and said Daisy May Kruger ’ ’; that according to the petition for construction and interpretation of the will, there was in the estate, in addition to the property set forth in the inventory, “certain personal effects, consisting of the following: watch and chain, Shrine ring, Shrine pin, Elk pin, rosewood inlaid cigar box, 8 books, worn wearing apparel and other personal effects.” The court further found that by the language contained in the will, “all my personal property,” the decedent did not mean his personal effects; that there is no ambiguity in the will, and that “the definition of the word ‘belongings’ means: furniture, clothes, pictures, books and jewelry, only the things that are ordinarily used for personal comfort, and does not include money, automobile, automobile trailers, or building and loan certificates, or "bank accounts. ’ ’ It was further found that the estate consisted entirely of community property, and “that under the circumstances of the estate and the terms of the said will, the said widow is not obliged to make an election, but upon distribution, one-half of the property for distribution shall pass to Daisy May Kruger.”

As conclusions of law from the facts found, the court construed decedent’s will as follows: That the words, “I give to my brother Ernest A. Kruger all my personal property” include the building and loan certificates and the automobile; and that by the language in the will, “the rest of my belongings to my wife, Daisy May Kruger, after all my debts have been paid,” the decedent intended to give to his wife the aforesaid personal effects, including the watch chain, Shrine ring, etc. By its decree, the court ordered distribution as just set forth after payment of the expenses of administration and of the sum of $1,000 to Mrs. Homer Marsh, as directed in the will.

On this appeal, which comes to us upon the judgment *622 roll alone,. the appellant .widow of decedent contends that under the terms of the will it was the express desire and intention of the maker thereof to give to his legatee brother the testator’s “personal effects,” viz., the jewelry and lodge emblems, etc.; to his legatee sister' the sum of $1,000, and to the widow all that then remained in the estate after the payment of debts. The present controversy therefore centers about'the construction to be given the terms used in the will, “all of my personal property” and “the rest of my belongings.” Appellant insists that the words, “personal property,” as used in the dispositive clause of the will in dispute should be limited to purely personal effects rather than as such words are defined in the Civil Code (§§ 657 and 663.)

Section 106 of our Probate Code enjoins upon courts the duty to view testamentary words in their ordinary and grammatical sense, unless a clear intention to use them in another sense can be collected and that other can be ascertained. As to technical words in a will, they are to be taken in their technical sense, unless the context clearly indicates a contrary intention or discloses that the testator was unacquainted with such technical sense. It is also axiomatic that we must stand by the words of the will, and we cannot attribute to the testator any intention which cannot reasonably be drawn from the language of the testamentary document itself; but it is also the rule that in examining a testamentary document we must do so with a view to discovering the dominant testamentary scheme or general intention of the decedent; and in this connection the apparent meaning of particular words, phrases or provisions must be subordinated to such scheme, plan or dominant purpose. (Estate of Puett, 1 Cal.2d 131, 133 [33 P.2d 825]; Estate of La Petra, 14 Cal.App.2d 599, 602 [58 P.2d 678].) The obvious intention of the testator must prevail over the technical import of words. Because we must keep in mind that the interpretation of a particular testamentary instrument is dependent upon the - language thereof, it follows that decisions which pass upon instruments which may vary in their terminology cannot be particularly helpful, except to give to us the rules of

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Bluebook (online)
131 P.2d 619, 55 Cal. App. 2d 619, 1942 Cal. App. LEXIS 106, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kruger-v-krueger-calctapp-1942.