Maxwell v. Maxwell

322 P.2d 1018, 158 Cal. App. 2d 544, 1958 Cal. App. LEXIS 2402
CourtCalifornia Court of Appeal
DecidedMarch 19, 1958
DocketCiv. 5617
StatusPublished
Cited by14 cases

This text of 322 P.2d 1018 (Maxwell v. Maxwell) 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
Maxwell v. Maxwell, 322 P.2d 1018, 158 Cal. App. 2d 544, 1958 Cal. App. LEXIS 2402 (Cal. Ct. App. 1958).

Opinion

BARNARD, P. J.

The testator died on January 20, 1955, leaving a will executed on March 27, 1928. He had been married three times and he was survived by a son and daughter of the first marriage, a son and daughter of the second marriage, and a widow Mary Lenore Maxwell whom he married on March 13, 1948, his second wife, Eva L. Maxwell, having previously died. When the will was made the children of the first marriage were 21 years and 19 years old, respectively, and the children of the second marriage were 4 years and 2 years old, respectively. At the time of the testator’s *546 death all four children were over 30 years of age, except Louisa who was 29 and she was then Louisa Kinnebrew.

In his will the testator declares that this is his last will and that he revokes all other wills made by him; that he is married to Eva L. Maxwell and they are the blood parents of one daughter named Louisa and one son named Adrian, Jr.; that he is the father of another son and another daughter by a previous marriage named Kermit and Ellen, who are “now about grown up"; and that he gives $5.00 to Kermit and $5.00 to Ellen. The Fifth paragraph of his will reads as follows:

“I give, devise and bequeath all the remainder of my estate, both real and personal, of whatsoever kind and whereever situated, including the proceeds of my life insurance, to my wife, Eva L. Maxwell, and in the event of her death occuring at the same time as my own, then in that event equally to the two children of myself and wife, Louise Newton Maxwell and Adrian I. Maxwell, Jr.
“In thus leaving the bulk of my estate to my present wife and our children, it is done thru no want of paternal affection, but with the conviction that it is best, because of the fact that my older children are grown up and self-supporting."

In the Sixth paragraph he appoints his wife, Eva L. Maxwell, as executrix to serve without bond and with authority to sell, lease or mortgage any part of the estate. The Seventh paragraph reads:

“In the event my wife’s death occurs at the same time as my own or before my estate is settled thereafter, then Zn that event I appoint the Security Bank and Trust Co., Taft,- Cal., to act as Executor in accordance with law. ’ ’

The will was admitted to probate and in due course Ellen filed a petition on behalf of herself and Kermit for a decree determining their interest in the estate, claiming that except as to the bequests of $5.00 to each of them, the deceased died intestate. The widow filed her claim of interest, and the two children of the second marriage also filed claiming all of the residue of the estate except for the two $5.00 gifts to the children of the first marriage. It was stipulated at the hearing, among other things, that the widow is entitled to all of the community property and to one-third of the decedent’s separate property since the will made no provision for her. The court found in accordance with the admitted facts, and also found that the will was drawn by a layman and not by a lawyer; that the decedent died intestate as to the widow; arid that, with the exception of his widow, he died testate. As *547 conclusions of law it was found that upon distribution of the estate the surviving widow is entitled to receive all of the community property, Ellen and Hermit are each entitled to receive $5.00 from the separate estate, and the widow, Louisa and Adrian, Jr. are each entitled to receive one-third of the remainder of the separate property. Judgment was entered accordingly, and the two children of the first marriage have appealed from that part of the decree which awards two-thirds of the remainder of the property to the children of the second marriage.

The appellants contend that by the language used in the Fifth paragraph of the will the testator intended to give the remainder of his property to the two children named in that paragraph only if he and his wife Eva died at the same time; that he made no provision for the disposition of his estate if his wife Eva should die before he did, because his sole concern at that time was for the care of the two young children, and he believed that if they lost their mother only he would be able to care for them; that he made it clear in his will that no such disposition was intended; and that since his wife Eva predeceased him he died intestate, and the remainder of his estate goes to all four of his children according to the law of succession. It is argued that courts are not permitted, in order to avoid a conclusion of intestacy, to adopt a construction based on conjecture as to what the testator may have intended, although not expressed, citing Estate of Hoytema, 180 Cal. 430 [181 P. 645]; that the words “in the event of her death occurring at the same time as my own,” are clear and certain and no ambiguity appears; that the testator obviously intended this document to be effective only if he predeceased his wife, or if he and his wife died at the same time; that the nominal gift of $5.00 to each of the appellants was intended only to comply with section 90 of the Probate Code, and would not prevent their taking their share of the estate if their father died intestate; and that the decree should be reversed with instructions to award one-third of the remainder to the appellants and one-third to the children of the second marriage. The respondents contend that a construction of a will preventing an intestacy is to be favored over one which results in total or partial intestacy; that the court’s decision is sustainable upon the theory of raising a gift to the respondents by implication, and by inserting words in the will or striking words therefrom in order to cover the contingency not provided for in this will; and that the modern trend, as *548 indicated by the decisions in Brock v. Hall, 33 Cal.2d 885 [206 P.2d 360, 11 A.L.R.2d 672] and Estate of Hubbard, 122 Cal.App.2d 942 [266 P.2d 196], and decisions in other states, is to be more liberal in sustaining gifts by implication in such cases.

There is no dispute as to the facts or as to the established rules of law, the only question being as to how those rules should be applied under the facts of this case. The primary consideration in construing a will is to determine the intention of the testator as expressed in the language used, and not as it may have existed in the mind of the testator. This intention is to be gleaned from a reading of the will as a whole and not from the apparent meaning of any clause or clauses considered alone, and an interpretation is to be preferred which will prevent a total intestacy if justified by the language used in the will. (Estate of Sessions, 171 Cal. 346 [153 P. 231]; Gore v. Bingaman, 29 Cal.App.2d 460 [85 P.2d 172]; Prob. Code, § 102.) Also, under some circumstances a will may be construed as creating a gift by implication (Brock v. Hall, supra; Estate of Hubbard, supra.)

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Cite This Page — Counsel Stack

Bluebook (online)
322 P.2d 1018, 158 Cal. App. 2d 544, 1958 Cal. App. LEXIS 2402, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maxwell-v-maxwell-calctapp-1958.