Lanterman v. La Fetra

58 P.2d 678, 14 Cal. App. 2d 599, 1936 Cal. App. LEXIS 926
California Court of Appeal·Decided June 16, 1936·No. Civ. 11007·Published·Cited by 10 cases

Opinion

WHITE, J., pro tem.

Stella B. La Fetra died testate November 9, 1933. Through the medium of a holographic will the testatrix made several specific bequests, after which follows the following provision in the will:

‘1 Sixth—The remainder of my estate I wish equally divided among the living nieces and nephews—children of my husband's brothers and sister and my brother’s children allowing C. W. La Fetra a nephew’s portion. Personal property 1 give to Harriet Lula Lloyd <& Frank Lanterman—division to be made by F. D. & R. 8. Lanterman. What no one wants give to charity—”

The trial court found that the italicized portion of the will above quoted was interlined by the testatrix.

*601 The present controversy centers about the interpretation to be given to the italicized portion of the foregoing provision. Appellants herein, together with Harriet Lanterman, are the consanguineous nephews and nieces of testatrix. Two of them, Frank and Lloyd Lanterman, petitioned the superior court for an order determining heirship, wherein it should be decreed that all of the personal property be distributed to them except an amount sufficient to administer the estate, it being provided in the will that “a sufficient amount to administer my estate to be taken from stocks and bonds standing in my name”. Sixteen nieces and nephews of the deceased husband of testatrix filed objections to said petition, contending that by the aforementioned words in controversy here it was the intention of the testatrix to give to the four consanguineous nephews and nieces only her personal effects. The trial court found in favor of the objectors, and decreed that it was the intention of the testatrix to give only the personal effects to Harriet Lula Lloyd and Frank Lanterman, and that after paying the specific bequests provided for in the will, the remainder of the estate, subject to the costs of administration, be distributed in equal shares among the appellants and the remaining sixteen nieces and nephews From such order this appeal is prosecuted.

Appellants insist that the words “personal property”, as used in the dispositive clause of the will in dispute, should be interpreted as they are defined in the Civil Code (secs. 657, 663; subd. 3 of sec. 14); while respondents urge that the words “personal property”, as used in the disputed clause, should be limited to purely personal effects

In the interpretation of wills section 106 of our Probate Code enjoins upon courts the duty to view the 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; while technical words in a will 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. In determining the intention of the testatrix here we must, as appellants insist, stand by the words of the will, and no intention should be attributed to the testatrix which cannot reasonably be drawn from the language of the document itself; but it is generally recognized that a testamentary *602 instrument is to be examined with a view to discovering the decedent’s testamentary scheme or general intention, and that the apparent meaning of particular words, phrases and provisions is to be subordinated to this scheme, plan or dominant purpose. (Estate of Puett, 1 Cal. (2d) 131, 133 [33 Pac. (2d) 825].) The technical import of words should not prevail over the obvious intent of the testator. In Estate of Koch, 8 Cal. App. 90 [96 Pac. 100], a bequest covering, in part, “all my belongings” was held not to include money, in view of the apparent intent of the testatrix to dispose of furniture, clothes, pictures, jewelry and things which she ordinarily used for her personal comfort. In Andrews v. Schoppe 84 Me. 170 [24 Atl. 805], where the will disposed of certain enumerated household articles, furniture, beds, and ‘ all other articles of personal property ’ ’, it was held that the latter words must be read in connection with the words preceding them, and that when so read and construed, the words did not include promissory notes found among the effects of the decedent. It was held in Tallman v. Tallman, 3 Misc. 465 [23 N. Y. Supp. 734], that, in view of other bequests in a will, a bequest of “all my personal property” referred only to household effects. It must be borne in mind, of course, that the interpretation to be given a particular testamentary instrument must turn upon the language peculiar thereto, and that decisions passing upon instruments of varying terminology can be of little assistance other than to announce the rules of construction. The cases herein cited are of value to us in this case in that they indicate the propriety of applying to the phrase “personal property” a limited and restricted meaning and operation, consistent with the testatrix’s evident intention.

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Lanterman v. La Fetra, 58 P.2d 678, 14 Cal. App. 2d 599, 1936 Cal. App. LEXIS 926 (Cal. Ct. App. 1936).

58 P.2d 678 (Lanterman v. La Fetra) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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