McQuarrie v. Kuttler

185 Cal. App. 2d 189, 8 Cal. Rptr. 160, 1960 Cal. App. LEXIS 1491
CourtCalifornia Court of Appeal
DecidedOctober 7, 1960
DocketCiv. 24375
StatusPublished
Cited by27 cases

This text of 185 Cal. App. 2d 189 (McQuarrie v. Kuttler) 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
McQuarrie v. Kuttler, 185 Cal. App. 2d 189, 8 Cal. Rptr. 160, 1960 Cal. App. LEXIS 1491 (Cal. Ct. App. 1960).

Opinion

ASHBURN, J.

Appeals by Bertha McQuarrie and Earl Hayter from Decree Determining Interests in Estate and Order Denying Petitions for Preliminary Distribution. Ethel May Kuttler died on February 28, 1956, leaving as her only heirs three grandchildren, Joan Perry Kuttler, William Brent Kuttler, and Nancy Ann Kuttler, the issue of her two deceased sons. The mother of one of them is Vera R. Miller and Michael Kuttler is the mother of the other two. A sister, appellant Bertha McQuarrie, and two brothers, Robert Evans and *193 Fred Evans, also survived decedent. Earl Hayter testified at a former bearing in this matter that he was Mrs. Kuttler’s fiancé at the time of her death. 1

Mrs. Kuttler left a holographic will reading as follows: “Los Angeles 15, Calif. February 16th—56 To whom it may concern: If at any time I should pass on before I have a recorded Will: this is to certify that I do not want Mike Kuttler or Vera Kuttler, my deceased Sons' wives to have one thing or one cent of what I have: nor the children Joan, Bill or Nancy Ann as I never see them so I enjoy no pleasure from them. Notify Earl Hayter or my sister Bertha McQuarrie Do. 7-7821—for them to dispose of my belongings as they see fit. Signed Mrs. Ethel May Kuttler 2/16/56.”

Her estate consisted of cash, stocks, bonds, trust deed notes, furniture and household and personal effects; the entire estate was valued at $143,000, which sum included $68,069.17 in banks and similar depositaries; $2,424.36 in United States Savings bonds (40 items); $7,130.36 in trust deeds; her home valued at $42,500; another parcel of realty appraised at $11,000. The contents of her home, described as “Household furniture, furnishings & equipment at decedent’s apartment, Apt. B, 826 W. 18th St., Los Angeles, Calif.” were valued at $200 and no mention whatever is made in the inventory of the contents of the garage to which counsel attach much seeming importance. Other items of tangible personal property consist of a ring, $350; a wrist watch, $5.00, costume jewelry, $10; a 1941 Chevrolet automobile appraised at $35. She also had a savings account of $6,735.11 in a savings and loan association standing as follows: “Mrs. Ethel May Kuttler, as Trustee, and payable on death to the following named beneficiary—Mrs. Bertha E. McQuarrie, sister.”

The sister, Bertha McQuarrie, and said Earl Hayter, petitioned for probate of the holographic instrument; their application was opposed by Michael M. Kuttler as guardian for the three minor grandchildren. The objections were sustained and probate of the document was denied. The trial judge ruled that the instrument is not testamentary in character, was not intended to be testamentary, was not intended to dispose of decedent’s property and did not do so. From the order denying probate Hayter and McQuarrie appealed.

*194 Hayter applied for letters testamentary; that petition was denied and he appealed from the ruling. Appellant Bertha MeQuarrie applied for letters of administration with the will annexed and appealed from the portion of the said order which denied her application. Michael M. Kuttler, as general guardian for minor grandchildren Joan Perry Kuttler and William Brent Kuttler, and as guardian ad litem for the other grandchild, Nancy Ann Kuttler, petitioned for letters of administration ; this petition was granted and Hayter and MeQuarrie appealed from that ruling.

All appeals were heard together in this court which, in Estate of Kuttler, 160 Cal.App.2d 332 [325 P.2d 624], affirmed the denial of Hayter’s petition for letters testamentary and reversed the trial court’s order in all other respects with instructions to admit to probate the holographic document of February 16, 1956, to vacate the order appointing Kuttler as administrator, and to make an order granting to appellant MeQuarrie letters of administration with the will annexed. The Supreme Court having denied a hearing, the lower court complied with these instructions and MeQuarrie and Hayter thereafter executed and filed a document entitled Exercise of General Power of Appointment and Authorization for Distribution in Accordance Therewith. By said instrument, appellants exercised the general power of appointment conferred upon them by decedent’s will in favor of themselves, and conveyed to themselves, as tenants in common, equal undivided interests in the whole of decedent’s estate, both real and personal property. Thereafter they filed petitions for preliminary distribution asking the court to distribute to them, as tenants in common, undivided one-half interests in $20,000 cash and a parcel of real property appraised in the inventory at $11,000.

The respondent grandchildren, represented by their guardian, Michael M. Kuttler, filed written objections to both petitions. They also filed a petition for a decree determining interests in the estate, alleging that decedent by her will conferred upon MeQuarrie and Hayter a power of appointment over her “belongings,” but that said term “belongings” as used by decedent in her will, was intended to and does refer only to her tangible personal property; that decedent died intestate as to her real property and intangible personal property, including stocks, bonds, notes and cash, and that said purported exercise of the power of appointment was invalid *195 insofar as it purported to affect any part of decedent’s estate except her tangible personal property.

Appellants then filed their respective statements of claim of interest in decedent’s estate. Both appellants alleged that the power of appointment conferred upon them by will embraces decedent’s entire estate; that having exercised the power in their own favor, they are entitled to have decedent’s entire estate distributed to them. All matters were heard together.

The trial court found in substance that it appeared from decedent’s will when read in the light of the surrounding circumstances, that decedent intended to and did refer only to her tangible personal property when she used the phrase “my belongings” in her will. The court concluded that decedent died intestate as to her real property and intangible personal property, and that respondents, as her sole heirs at law, succeed thereto. A Decree Determining Interests in Estate, etc., was entered accordingly. McQuarrie and Hayter have appealed from the whole of that judgment and said appeal is now before us for disposition.

In our former decision we held that the will conferred a power of appointment upon McQuarrie and Hayter with respect to decedent’s entire “belongings”; that such a power is valid in this state; that the donee of a general power of appointment may exercise it in his own favor; that such a power in legal effect gives the donee an absolute ownership of the property. At page 342 it was said: “What Mrs. Kuttler obviously desired was that her donees have the power to distribute her ‘belongings’ if she should die before executing a new and formal will. To say that she wanted something less is to deny the obvious. Of course, the fact that she expected to make a later and more formal will would not detract from the testamentary character of the one in question. . . .

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Cite This Page — Counsel Stack

Bluebook (online)
185 Cal. App. 2d 189, 8 Cal. Rptr. 160, 1960 Cal. App. LEXIS 1491, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcquarrie-v-kuttler-calctapp-1960.