Pacific-Security Bank v. Roberts

9 Cal. App. 3d 747, 88 Cal. Rptr. 396, 1970 Cal. App. LEXIS 1987
CourtCalifornia Court of Appeal
DecidedJuly 20, 1970
DocketCiv. No. 35844
StatusPublished
Cited by1 cases

This text of 9 Cal. App. 3d 747 (Pacific-Security Bank v. Roberts) 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
Pacific-Security Bank v. Roberts, 9 Cal. App. 3d 747, 88 Cal. Rptr. 396, 1970 Cal. App. LEXIS 1987 (Cal. Ct. App. 1970).

Opinion

Opinion

ROTH, P. J.

Appellants Turner F. Roberts (Turner) and Lila Helen Roberts Walsh (Lila Helen) grandchildren of Lila Bibb Roberts, deceased, appeal from an order predicated upon a petition of Pacific-Security Bank, executor, to determine heirship.

There is no dispute about the facts.

On March 20, 1953, Lila Bibb Roberts deceased (testatrix) executed her last will. In pertinent part the will provided:

[750]*750Paragraph First recites that testatrix was a widow; that she had a deceased son, Archie Roberts who was the father of appellants Turner and Lila Helen and a living son Watkins Roberts, father of Gerald Roberts (Gerald), Richard Roberts (Richard) and David Roberts (David).
Paragraph Second declared “It is my intention hereby to dispose of all property, real, personal or mixed, and wheresoever situated, which I have a right to dispose by Will . . . .”

Dispositions were made:

To Turner: $10,000 and her Pecan Valley Farm in Texas.
To Lila Helen: $10,000 and a parcel of unimproved property in Texas.
To Gerald: $10,000 and a subdivision lot in Texas.
To David: $5,000.
To Richard: $1.
To Watkins’ wife Lillian: $5,000.
Paragraph Tenth disposed of the residue as follows: “I give, devise and bequeath unto my son, Watkins Bradley Roberts, all the rest and residue of the property of which I may die possessed, whether real, personal or mixed and wheresoever situated.”
Paragraph Eleventh stated her intention not to provide for any other possible heirs living at the time of her death. Paragraph Twelfth was a “no contest clause” providing that any contestant should receive “the sum of One Dollar ($1.00) Only.”

On December 28, 1959, approximately six years and nine months after the will was executed, testatrix was judicially declared incompetent. She died on October 14, 1968. There was no restoration to competency prior to her death.

Watkins, the residuary legatee, died on April 22, 1964, approximately four years before the death of decedent. Decedent did not know of Watkins’ death at any time prior to her own. The five grandchildren listed above survived.

Security-Pacific Bank, as executor, petitioned the court for an order of distribution based on the antilapse statute, probate section 92,1 asserting [751]*751that section 92 required distribution of the lapsed Watkins bequest to the lineal heirs of Watkins, to wit: his children Gerald, Richard and David.

Appellants, the children of Archie, basically contend: (1) the antilapse statute should not be applied when, because of changed circumstances (such as those at bench) the testatrix could not have validly changed her will; (2) the antilapse statute should not be applied because deceased had in her will indicated a contrary intent, and (3) the antilapse statute is part of a general legislative scheme to avoid pretermission and should not be applied where it would result in a disposition contrary to the general testamentary scheme.

“ ‘The paramount rule in the construction of wills, to which all other rules must yield, is that a will is to be construed according to the intention of the testator as expressed therein, and this intention must be given effect as far as possible.’ (Estate of Wilson (1920) 184 Cal. 63, 66-67 [citation].)” (Estate of Russell, 69 Cal.2d 200, 205 [70 Cal.Rptr. 561, 444 P.2d 353]; Estate of Barnes, 63 Cal.2d 580, 583 [47 Cal.Rptr. 480, 407 P.2d 656].) The will should also be construed to avoid intestacy (Prob. Code, § 102; Estate of Barnes, supra, at p. 583; Estate of Carroll, 138 Cal.App.2d 363, 369 [291 P.2d 976]; Estate of Moore, 135 Cal.App.2d 122, 130 [286 P.2d 939].) Appellants, in support of their stated position, rely primarily upon dicta in numerous California cases which state that after the death of a legatee or devisee, a testator presumably may change his will if the effect of such death results in an undesired disposition. (See Estate of Barnes, supra, at p. 583; Estate of Friedman, 198 Cal.App.2d 434, 441 [18 Cal.Rptr. 252]; Estate of Maxwell, 158 Cal.App.2d 544, 550 [322 P.2d 1018].)

On the facts at bench, the precise question presented appears to be one of first impression in this state, but case law involving section 92 disposes of the issue contrary to appellants’ position. It is settled that testator is presumed to know the law at the time of the making of the will. (Estate of Carroll, supra, at p. 365; Estate of Steidl, 89 Cal.App.2d 488, 490 [201 P.2d 58].) California precedents require a testator to look forward. There is no assumption that he will later look backward to consider the law in its application to facts as they existed at the time the will was executed. Section 92, therefore, must be read into the will unless a clear expression to the contrary appears. (Estate of Pfadenhauer, 159 Cal.App.2d 686, 688 [324 P.2d 693]; Estate of Carroll, supra, at p. 365; Estate of [752]*752Steidl, supra, at pp. 489-490.) Many other events other than testamentary incapacity may preclude a review of a will after the death of a legatee; for example, lack of knowledge of the death of a legatee; inability because of other illness or nonadjudicated mental incapacity, or the testator may simply have forgotten the terms of the will. Further, the rule that a testator looks forward and has in mind the law as it existed at the time a will is executed fits the facts of the case at bench. Testatrix, adopting a customary clause in paragraph Second: “It is my intention hereby to dispose of all property, real, personal or mixed, and wheresoever situated, which I have a right to dispose of by Will . . .;” recognized the possibility that her son Watkins might predecease her and provided in paragraph Thirteenth for an alternate executor, “In the event that he predeceases me . . .

Thus, at bench the law and the facts combine to effectuate the intention of the testatrix which is the paramount rule in the construction of wills. The incapacity of testatrix prior to her death and the death of Watkins prior to the death of testatrix are not sufficient to defeat the application of section 92 of the Probate Code.

Appellants next urge that application of section 92 would defeat Lila’s intent because it would lead to an equal division of the residue among Watkins’ three sons which she could not have intended since she left to one of them, Richard, “the sum of One Dollar ($1.00) Only.” This, appellants argue, showed a clear intent to totally disinherit Richard.

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Related

Estate of Roberts
9 Cal. App. 3d 747 (California Court of Appeal, 1970)

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Bluebook (online)
9 Cal. App. 3d 747, 88 Cal. Rptr. 396, 1970 Cal. App. LEXIS 1987, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pacific-security-bank-v-roberts-calctapp-1970.