Moorehouse v. Robinson

148 P.2d 385, 64 Cal. App. 2d 210, 1944 Cal. App. LEXIS 1044
CourtCalifornia Court of Appeal
DecidedMay 1, 1944
DocketCiv. No. 14191
StatusPublished
Cited by21 cases

This text of 148 P.2d 385 (Moorehouse v. Robinson) 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
Moorehouse v. Robinson, 148 P.2d 385, 64 Cal. App. 2d 210, 1944 Cal. App. LEXIS 1044 (Cal. Ct. App. 1944).

Opinion

MOORE, P. J.

Cecil and Floyd Moorehouse, grandsons of deceased, petitioned the court below to ascertain and declare who are entitled to share in the distribution of the estate and the proportions of each. Following a hearing upon such petition and the answer thereto the court entered its decree making such determination. This appeal is from those portions of the decree which “deny the right of said petitioners to share equally” with their cousin Cleo in the residue of decedent’s estate which remains after first deducting the costs of administration, a legacy of $1,000 and a specific devise to Stella Robinson. The latter is Cleo’s mother who was awarded one-half of the residue in addition to the specific bequests.

The intent of the testator is expressed in four separate documents, namely: his will and three successive codicils. He published his will on the 19th day of April, 1933. At that time he had a living wife and two children: Stella Robinson and Ora J. Moorehouse. Appellants are the sons of Ora.

By his will he first directed his executors to pay the expenses of his last illness and burial and “all claims against my estate.” He then bequeathed to his wife “all of the rest, residue and remainder of my estate.” By paragraph Fourth he devised that in the event his wife should predecease him then “all of the rest, residue and remainder of my estate” shall be distributed as follows:

(a) One-half to Stella Robinson; (b) $1,000 to Ora; (c) [212]*212“the remainder thereof” one-half to Cecil; the other half of such remainder to Floyd, then in parts unknown, provided the latter should return.

On the first of July, 1935, he executed his first codicil which declared the recent death of Ora. He revoked the bequest to his son and in lieu thereof made a special bequest to Stella to save her from the loss of a loan which she had made to Ora on the latter’s note in the sum of $1,000. In a concluding clause he reaffirmed all the provisions of his “said Last Will and Testament. ’ ’

On September 10, 1937, his wife having deceased, in a second codicil the testator reaffirmed his last will and his first codicil and that one-half of the remainder of his estate should go to Floyd (who had returned), as provided in Fourth (c) of his will. A third paragraph of this codicil declared that in the event Cecil or Floyd should owe him any money at the time of his death his executors should “adjust the same to the end that said notes be cancelled, and the amounts or property to be received by my two grandsons, as aforesaid, shall be equalized taking into consideration their obligations to me.”

October 27, 1938, Mr. Moorehouse executed a third codicil in-which he declared, first: the execution of his last will and testament and the two succeeding codicils. “Second: I do hereby desire to add a codicil to my Last Will and Testament aforesaid and other Codicils as follows:

“(a) I give and devise unto my daughter, Stella Robinson, if she survives me, or in the event of her prior death then equally to her heirs by right of representation, my home property at 2373 Linden Avenue, Long Beach, California, together with the furniture, furnishings, dishes, silverware, pictures and other articles of furniture, my clothing and personal effects therein contained at the time of my death.
“(b) I direct that my granddaughter, Cleo L. Tallman, who resides in Los Angeles, California, shall share equally with my two grandsons, Cecil L. Moorehouse and Floyd A. Moorehouse, in the residue of my said estate, and I do hereby give, devise and bequeath unto my said granddaughter, Cleo, a one-third of the residue of my estate, real, personal or mixed and wheresoever situated at the time of my death, with due regard to any indebtedness of my grandsons Cecil and Floyd, due me at the time of my death in order to equalize the shares to each of my grandchildren as herein set forth.
[213]*213“In all other respects save as herein and in my other codicils modified, I do reaffirm and redeclare my Last Will and Testament. ’ ’

The decree entered by the court named the parties to this proceeding as the legatees and devisees of the testator under the will and the three codicils and provided that said persons are entitled to succeed to the net remainder of the estate of decedent available for distribution after all claims, taxes and costs of administration and other charges are deducted and paid as follows: (a) Unto Stella Eobinson, the home on lot 20 of tract 2463 in Long Beach and the furniture and furnishings therein, together with the rents, issues, and profits therefrom, less taxes, repairs and other costs of maintenance subsequent to the death of decedent, (b) One-half of the net remainder unto Stella after deducting claims, taxes, costs, charges and the bequest of the home place, (c) After deducting the devise and legacy to Stella as specified in (a) and (b) the decree awards to Stella $1,000 with interest at 6 per cent from the date of the note executed by Ora to Stella. “(d) The remainder of said net estate, after deducting the legacies and devises specified in subdivisions (a), (b) and (c) of paragraph 2 hereof, as aforesaid, shall be divided equally between Dr. Cecil L. Moorehouse, Floyd A. Moorehouse and Oleo L. Tallman Carter, taking into consideration the obligations of Dr. Cecil L. Moorehouse and Floyd A. Moorehouse to said estate to the end that the shares of the said Dr. Cecil L. Moorehouse, Floyd A. Moorehouse and Cleo L. Tallman Carter shall be equalized, including in said computation said notes, or any other obligations of the said Dr. Cecil L. Moore-house and Floyd A. Moorehouse to said estate or said decedent, as aforesaid.”

Appellants contend that the court’s interpretation of the four testamentary documents is contrary to the plain intent as found therein. We find no substantial basis for this contention. The third codicil does not enlarge the shares of the estate to be awarded Cecil and Floyd. On the contrary, that codicil diminishes the percentage each should receive by virtue of the provision whereby Cleo is to share with them on equal terms in the remainder of the estate after payment of expenses of administration, distribution of Lot 20, and the payment of the legacies to Stella. Nothing contained in the last codicil indicates an intention to reduce the amount of property or of the money to be awarded Mrs. Eobinson, but [214]*214on the contrary subparagraph (a) betrays a definite aim to “add” to her share by bequeathing to her the home at Long Beach. The evidence also reveals decedent’s deep solicitude for his daughter in his act of conveying to her, shortly after executing the third codicil, another property in South Gate worth $2,500. Not a word appears in his valedictory codicil to indicate a cooling of the father’s interest in or affection for his own daughter, but rather does an increase of zeal for her comfort appear in the series of testamentary instruments. At first he gave her only one-half of the residue. In codicil one he added to such one-half the $1,000 legacy to save her from loss on her loan to her brother. In ..codicil three he makes her the additional bequest of his home and its furnishings, followed by the gift of the South Gate property.

They contend also that the court’s interpretation is wrong in that it is contrary to the established principles of human behavior. It is not abnormal for a father to prefer his only child as against his grandchildren. He may with propriety, if he choose, exclude his grandchildren altogether.

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Bluebook (online)
148 P.2d 385, 64 Cal. App. 2d 210, 1944 Cal. App. LEXIS 1044, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moorehouse-v-robinson-calctapp-1944.