McCrillis v. Young Women's Christian Ass'n

137 P.2d 751, 59 Cal. App. 2d 1, 1943 Cal. App. LEXIS 274
CourtCalifornia Court of Appeal
DecidedMay 28, 1943
DocketCiv. No. 2884
StatusPublished
Cited by4 cases

This text of 137 P.2d 751 (McCrillis v. Young Women's Christian Ass'n) 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
McCrillis v. Young Women's Christian Ass'n, 137 P.2d 751, 59 Cal. App. 2d 1, 1943 Cal. App. LEXIS 274 (Cal. Ct. App. 1943).

Opinion

MARKS, J.

This is an appeal from a judgment admitting to probate the will of Ella M. Webster, deceased, which was dated February 29, 1932, and portions of a will dated March 28, 1934, as a codicil to the earlier will.

The case has been here before. (Estate of Webster, 43 Cal.App.2d 6 [110 P.2d 81, 111 P.2d 355].) The main facts of the case and the undue influence exerted on Mrs. Webster by James L. Crane and Annette M. Crane in connection with certain provisions of the will of March 28, 1934, are there detailed and need not be repeated here. The judgment then before the court for review was affirmed except in two particulars. A portion of the judgment admitting to probate the will of February 29, 1932, and appointing an executor was reversed.

The cause was sent back for partial retrial with the following instructions: “. . . with directions to the trial court to present to the jury the sole questions: (1) Was the provision of the will dated March 28, 1934, ‘revoking any and all other wills and codicils heretofore made and/or executed by me’ made under undue influence? (2) Was the provision of the will dated March 28, 1934, nominating James L. Crane executor made under undue influence? If these questions are answered in the affirmative the court may then be authorized to admit the first will to probate, appoint the executors named and deny probate to those additional portions of the will of March 28, 1934, found to be made under undue influence. If answered in the negative, the court should then make an appropriate order and judgment in accordance with the combined findings of the jury.”

The reversal was made necessary because the trial court had failed to submit to the jury the two questions propounded in the foregoing quotation.

After the reversal of the judgment, and before the second trial, James L. Crane, named executor in the second will, died.

Dora W, McCrillis was a niece of Ella M. Webster. Before the second trial she was permitted to file her answer to the contest of the Young Women’s Christian Association and thus was made a party appearing at the second trial.

The'second trial was had before a jury to which was submitted the two questions we have quoted. They were both answered in the affirmative. The will of . February 29, 1932, was admitted to probate with the portions of the will of [4]*4March 28, 1934, which had been found to have been executed free from undue influence, and Evan H. Curtiss was appointed executor.

Appellants urge three grounds for reversal of the judgment now before us for review. They are: (1) That the trial court erred in refusing to permit Mrs. Crane to appear and participate in the second trial as a party; (2) That the trial court erred in submitting to the jury the question of whether or not the paragraph of the will of March 28, 1934, appointing James L. Crane executor, was made under undue influence ; (3) That there is not sufficient evidence to support the finding of the jury that the revocatory clause in the will of March 28, 1934, was executed under undue influence and that consequently the portion of the judgment admitting the will of February 29, 1932, to probate and appointing one of the executors named in it was error.

Annette M. Crane and James L. Crane were husband and wife. In the will of March 28, 1934, Mrs. Webster left the residue of the estate to James L. Crane. A codicil to this will dated January 2, 1935, changed this bequest and left the residue to James L. Crane and Annette M. Crane. At the first trial the jury found that the residuary clause in the will and the codicil were both made under undue influence and the judgment denied their probate. This portion of the judgment was affirmed on appeal and has long since become final. Mrs. Crane was not an heir at law of Mrs. Webster and her only hope of participating in the estate was under the codicil. When that document was adjudged void she ceased to be a party interested in the estate as she could receive no part of it either as an heir at law or under any testamentary disposition.

It is thoroughly settled in California that a contestant must be an interested party in order to appear in court and contest a will. (Estate of Land, 166 Cal. 538 [137 P. 246]; Lobb v. Brown, 208 Cal. 476 [281 P. 1010]; Estate of Moore, 65 Cal.App 29 [223 P. 73].) It is also the rule that where, during a contest, it develops that the contestant is no longer an interested party the contest should be dismissed. (In re Garcelon, 104 Cal. 570 [38 P. 414, 43 Am.St.Rep. 134, 32 L.RA. 595].)

"Under these authorities there was no error in refusing to permit Mrs. Crane to appear as a party at the second trial. [5]*5The judgment refusing probate to the codicil of January 2, 1935, had become final. Thereafter she ceased to be an interested party and had no further interest in the proceedings.

It is urged on behalf of appellants that the contest of the Young Women’s Christian Association should have been dismissed because at this stage of the proceedings it had developed that it could not take under either will and that it was not a party in interest that could maintain a contest of the will of March 28, 1934. (In re Garcelon, supra.) This argument is more ingenious than logical, especially as far as Mrs. Crane is concerned. As she cannot take any part of the estate under any circumstances she cannot be injured. Further, it is difficult to see how Dora W. McCrillis could have been prejudiced by the ruling as she was permitted to fully present her case and Mrs. Crane was permitted to testify as a witness.

Further, it is not made to appear that this association may not take some part of the personal property belonging to the deceased. The will of February 29, 1932, which has been admitted to probate, left certain described real property, and one-half of all stocks, bonds and other investment securities belonging to deceased to this association. This will contained no general residuary clause.

The will of March 28, 1934, contained a general residuary clause in favor of James L. Crane. It has been adjudged that this clause was executed under undue influence and is inoperative so there is no general residuary clause in the portions of that will admitted to probate as a codicil to the earlier will. This later will did not name the Young Women’s Christian Association as a beneficiary and left the real property formerly bequeathed to that association to another beneficiary. It left $2,000 to Mrs. Hannah P. Davidson, $5.00 to each of any heirs at law who might prove relationship, $5.00 to any of the legatees named in it who might institute a contest and created a trust in any bequest made in that will which might lapse. We are pointed to no bequest that might come under this last clause. In the former opinion in this matter (43 Cal.App.2d 6] it was stated that the personal property of the deceased exceeded $20,000 in value, so specific bequests of personal property made in the 1934 will would not exhaust the personal property, part of which would seem to consist of stocks, bonds and other such securities, so, in[6]*6stead of indicating that the Young Women’s Christian Association cannot receive any portion of the estate under the documents admitted to probate, the contrary seems probable. Therefore, as far as the record now shows, the Young Women’s Christian Association is a party interested in the estate and a proper contestant.

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137 P.2d 751, 59 Cal. App. 2d 1, 1943 Cal. App. LEXIS 274, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccrillis-v-young-womens-christian-assn-calctapp-1943.