Moreland v. State

263 Cal. App. 2d 825, 70 Cal. Rptr. 140, 1968 Cal. App. LEXIS 2275
CourtCalifornia Court of Appeal
DecidedJuly 12, 1968
DocketCiv. No. 32173
StatusPublished
Cited by3 cases

This text of 263 Cal. App. 2d 825 (Moreland v. State) 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
Moreland v. State, 263 Cal. App. 2d 825, 70 Cal. Rptr. 140, 1968 Cal. App. LEXIS 2275 (Cal. Ct. App. 1968).

Opinion

LILLIE, J.

The holographic will1 of Alta C. Gundelach was admitted to probate and R. R. Moreland appointed administrator with the will annexed. Sale of the real property, the main asset of the estate, was approved. Filed against the estate by the Department of Charities, County of Los Angeles, was its claim in the amount of $1,259.37 “For [medical] care and aid advanced [to decedent and her husband] under Health and Safety Code section 1473 or sections 2222, [827]*8272576, 2600, 2603, 3006 and 6004 of the Welfare and Institutions Code”; the same was approved by the administrator and paid in full. Thereafter the administrator petitioned for decree determining interests in the estate; statement of interest was filed by the Attorney General on behalf of the State of California claiming the state to be the residuary beneficiary under the final clause of the will—“then gave back to State to cover our debt to them.” A hearing was had and the testimony of Mrs. Laybolt, sister of decedent, was taken. In its order determining interests in the estate the trial court determined that the residue of the estate descended to decedent’s heirs at law “there being no residuary legatee” named in the will, and “That the State of California is not entitled to receive any of the residue of said estate.” From this order the State of California appeals.

Alta Cleo Gundelaeh, a resident of Los Angeles County, died on November 20, 1964; her husband predeceased her. During their lifetime they had been recipients of medical care and attention advanced to them under state law at Los Angeles County Hospital through the Los Angeles County Department of Charities; thus, the county caused a lien therefor in the amount of $1,259.37 to be filed against the property owned by Mrs. Gundelaeh. By her holographic will dated February 2, 1964, she provided for the sale of the property out of which were to be paid her funeral expenses, certain bequests to members of her family and “our debt” to the state. Upon her death a claim in the amount of $1,259.37 was filed by the County of Los Angeles in the estate, approved and paid.

The trial court determined that decedent specifically provided by her will for her sister Princess (Laybolt); four nieces (daughters of brother Ira who predeceased her), Peggy (Goodrich), Iris (Welter), Lorena (Eastman) and Shirley (Schneider) ; nephew (son of Ira), Leky (Leroy [Webb]) ; neighbor, Mrs. (Elizabeth) Berkshire; two friends, Mrs. (Lillie) Griffith and Mrs. (Maude) Warner; P. (Presbyterian) Church; sister Alva (Elva Boyd) and brother Ira, who predeceased her; that in addition to the sisters, nieces and nephew mentioned in her will, decedent left surviving her as heirs at law, the children of a predeceased brother Willie, Ira, Claud and Roxie, and of a predeceased brother Ira, Ora Ella, Betty, Ira, Jr., and Lloyd; that the residue of the estate descended to her heirs at law, there being no residuary legatee [828]*828named in the will; and that the state is not entitled to receive any of the residue of the estate.

The State of California contends that under 11 proper rules of construction” it should have been declared to be the residuary beneficiary under the last clause of the will. The Attorney General argues that the testatrix, a resident of California “in the way she knew best” intended, by naming the ‘: State, ’ ’ not her heirs, in the last clause of her will, to create a residuary clause making the State of California the residuary beneficiary in “gratitude” for the opportunity of living in California and for all the state had done for her; and that constructions which lead to intestacy, total or partial, are not favored, if the State of California fails to qualify as residuary legatee the residue will go to decedent’s relatives, and blood relatives are not preferred to strangers when the result is intestacy.

We recognize the strong presumption aganist intestacy, total or partial (§ 102, Prob. Code) ;2 Le Breton v. Cook, 107 Cal. 410, 416 [40 P. 552]), and the presumption that a testator intends to dispose of all of his property in the absence of controlling language in the will to the contrary. (Estate of Meininger, 237 Cal.App.2d 102, 105-106 [46 Cal.Rptr. 609].) However, the cardinal rule of construction of a will is the ascertaining of what the testator meant by the language he used (Prob. Code, § 101; Estate of Thompson, 50 Cal.2d 613, 617 [328 P.2d 1]; Estate of McKenzie, 246 Cal.App.2d 740, 746 [54 Cal.Rptr. 888]), and “if such language does result in intestacy, the court must hold that intestacy was intended.” (Estate of Swallow, 211 Cal.App.2d 359, 362 [27 Cal.Rptr. 235].) “The rule expressed in Le Breton v. Cook, 107 Cal. 410 [40 P. 552], that constructions of wills which lead to intestacy, total or partial, especially where the will evinces an intention on the part of the testator to dispose of his whole estate, are not favored, does not control over a construction which follows the manifest intention of the testator.” (Estate of Frinchaboy, 108 Cal.App.2d 235, 239 [238 P.2d 592].)

We think under no interpretation could it be assumed that the testatrix intended that the residue of her [829]*829estate go to the State of California. To the contrary, it is clear that decedent used the word 1 ‘ State ’ ’ in the last clause of her will—11 then gave back to State to cover our debt to them ’ ’■—• with the intention of designating the public entity, to which she believed she owed money, solely as a creditor, not as a residuary legatee; that her reference therein to “our debt” was to the legal obligation she knew to be outstanding by virtue of medical services advanced to her and her husband during their lifetime under state law, not to any expression of “gratitude”; that the request to “gave [give] back” to the state implies repayment for something of a material nature in the way of money or services advanced by the public entity, not a gift; and that her sole purpose' in using the language she used in the last clause in her will was to provide payment of the sum of $1,259.37 which she knew she owed, not to create a residuary clause. It cannot be denied that upon her death decedent in fact owed $1,259.37 for medical care and treatment she and her husband received under state law from the County of Los Angeles; that the county caused a lien therefor to be placed on her property; and that she wanted the debt to be satisfied out of her estate after the sale of the property. The will itself reflects the intention of a woman, obviously unschooled in the English language, “in the way she lmew best” to provide for her own family, certain of her blood relatives and friends, také care of her funeral expenses and make provision for the satisfaction of “our debt” which only can be reasonably interpreted as referring to the legal obligation incurred by her and her husband for medical services rendered, and no more.

Appellant argues that decedent did not intend the use of the word “debt” in its technical meaning of owing money but to imply her obligation of gratitude for all the state had done for her. Nothing in the record supports such construction to denote decedent’s gift of the residue of her estate to the State of California to the exclusion of her blood relatives motivated by “gratitude” or anything else.

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Related

Schmutzler v. Downen
15 Cal. App. 3d 707 (California Court of Appeal, 1971)
Estate of Geffene
1 Cal. App. 3d 506 (California Court of Appeal, 1969)
Boadt v. Porter
1 Cal. App. 3d 506 (California Court of Appeal, 1969)

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Bluebook (online)
263 Cal. App. 2d 825, 70 Cal. Rptr. 140, 1968 Cal. App. LEXIS 2275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moreland-v-state-calctapp-1968.