Mathie v. Schwarze

149 P.2d 485, 64 Cal. App. 2d 767, 1944 Cal. App. LEXIS 1124
CourtCalifornia Court of Appeal
DecidedJune 8, 1944
DocketCiv. 14334
StatusPublished
Cited by27 cases

This text of 149 P.2d 485 (Mathie v. Schwarze) 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
Mathie v. Schwarze, 149 P.2d 485, 64 Cal. App. 2d 767, 1944 Cal. App. LEXIS 1124 (Cal. Ct. App. 1944).

Opinion

WOOD, (Parker), J.

Under a will, dated June 15, 1939, and admitted to probate as a lost or destroyed will, decedent gave her property in equal shares to her husband and daughter, and provided therein that should “any devisee or legatee” contest said will his “share” should be revoked. This is an appeal by the husband from an order for “Ratable Distribu *769 tion” decreeing that he contested said will; that he forfeited all right to have any portion of the estate distributed to him; and that all of the estate (except a certain sum retained for •taxes and costs) be distributed to decedent’s daughter, subject only to the probate homestead which had been set aside to the husband for his lifetime. He also appeals from a judgment of “Determination of Heirship” that the daughter was the only person entitled to take under the will, and that the whole of the estate be distributed to the daughter. The approximate value of the estate is $34,000.

Decedent and appellant were married in 1914, when appellant was 50 years of age and decedent was 56 years of age. Appellant had not been married previously, but decedent had been married. The daughter referred to herein was decedent’s daughter by such previous marriage. Appellant and decedent lived together until the time of her death on May 21, 1941.

On May 26, 1941, appellant filed a petition for letters of administration on decedent’s estate. At a hearing on said petition on June 19, 1941, the petition was granted. Later that same day the clerk of the court telephoned to appellant’s attorney and stated that the Farmers & Merchants National Bank had sent a letter to the county clerk, dated June 3,1941, enclosing a copy of a will executed by decedent on February 18, 1927; that the will had been filed in the office of the county clerk on June 5, 1941, but it had just been sent over to the courtroom, and for that reason the hearing on the petition for letters of administration was being continued. (It appears that the order of June 19, 1941, granting said petition was vacated and not entered—the matter having been continued.) No attempt was made to probate the will of February 18, 1927.

On June 24, 1941, the appellant filed a petition for probate of a will dated August 16, 1938, and alleged that he had found the will after making a search of his home. That will gave $100 to decedent’s brother; $50 a month for life to decedent’s sister; $100 a month for life to decedent’s daughter (the last two bequests to be paid from oil royalties, and to decrease in proportion to any decreases in said income); and the residue to appellant.

After said petitions had been filed, an attorney, who had *770 prepared a will for decedent which had been executed at the Farmers & Merchants National Bank on June 15, 1939, asked appellant’s attorney whether he had a copy of said will. The bank did not have a copy of that will. Thereafter appellant allegedly made another search for a will and found a copy of the 1939 will. He delivered said copy to his attorney, who delivered it to the attorney who had prepared the will.

On July 11, 1941, the bank filed its petition for probate of the will of June 15, 1939, as a lost or destroyed will, and attached said copy of the will to the petition. On September 30, 1941, the bank filed an amended petition for probate of said will. In said amended petition it was alleged: that on the day said will was executed the appellant took the will into his possession; that said will was never revoked or can-celled, and it had been lost or destroyed; and that said will expressly revoked the will dated August 16, 1938, and named the bank as executor.

The three aforesaid petitions—for letters of administration, for probate of the will of August 16, 1938, and for probate of the lost or destroyed will of June 15, 1939—came on for hearing on October 27, 1941, at which time appellant dismissed his petition for probate of the will of August 16, 1938. The court, upon the hearing on the petition for probate of a lost or destroyed will, found: that the will of June 15, 1939, was decedent’s last will and testament; that immediately after the execution of said will appellant took it into his possession; and that it “was lost or destroyed subsequent to the death of said decedent or it was destroyed fraudulently in the lifetime of the decedent without her knowledge.” The court admitted the will of June 15, 1939, to probate as a lost or destroyed will, and dismissed the petition for letters of administration.

On June 2, 1942, appellant filed a petition for an order setting apart to him a probate homestead of five lots and a house thereon, where he resided, and alleged therein that the property selected for a homestead was community property of decedent and appellant. The daughter filed objections to the petition for a homestead, and the bank filed an answer to said petition. The daughter and the bank denied that the property was community property, and alleged it was separate property of decedent. On July 21, 1942, appellant stipulated and the court found, that the property was separate property of decedent; and the court made an order setting aside two and one-half of said lots, and the house thereon, as a homestead for appellant for the period of his life.

*771 The executor filed its first account, and petitioned for ratable distribution. The daughter filed objections to said petition, and also filed a petition to determine who was entitled to distribution of the estate. She alleged, in part, in said petition: that appellant took possession of the original will (the will dated June 15, 1939, and admitted to probate as a lost or destroyed will) on the day of its execution and without the consent of decedent; that thereafter he fraudulently destroyed it, or fraudulently withheld and concealed it; that his subsequent acts in petitioning for letters of administration, in petitioning for probate of the 1938 will, and in inducing a witness to testify in opposition to the probate of the will of June 15, 1939, “with reference to the burning of said will,” were fraudulent and in bad faith; that decedent did not have any conversation with appellant about burning the will as detailed by him in his testimony (referring to testimony given at the hearing on the petition for probate of a lost will); that appellant’s petition for a homestead was false in that it stated said property was community property when he knew it was separate property of decedent; that by reason of all of said acts appellant contested the will of 1939 and attempted to defeat its provisions; and that appellant had forfeited all right to any of the estate, and petitioner (daughter) was entitled to the whole thereof. Appellant in his answer to said petition denied said allegations and alleged that he had searched in good faith for a will before he filed his petition for letters of administration, and that said petition “was permitted to remain on file pending the determination of the court as to the said lost or destroyed Will.” The court, upon the hearing concerning distribution, found: that the will dated June 15, 1939, was decedent’s valid and existing last will; that appellant had taken possession of it immediately after its execution without the consent of decedent, and thereafter fraudulently destroyed or concealed it; and that the daughter’s allegations in her said petition were true.

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Bluebook (online)
149 P.2d 485, 64 Cal. App. 2d 767, 1944 Cal. App. LEXIS 1124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mathie-v-schwarze-calctapp-1944.