Poisl v. Ferguson

280 P.2d 789, 44 Cal. 2d 147, 1955 Cal. LEXIS 215
California Supreme Court·Decided March 15, 1955·No. L. A. 23133·Published·Cited by 29 cases

Opinions

CARTER, J.

On December 10, 1950, Joseph Poisl, then 69 years of age, executed a witnessed will in which he declared that he was “unmarried” and had no children. He left a business property in Chicago to his two nieces; $5,000 cash to each niece; promissory notes to two nephews; a residence in San Diego and the personal property therein to “Emmie” also known as “Emma Blackburn” residing in Alhambra; the residue to the two nephews. It also provided that, except as specified in the will, he intentionally omitted to provide for his heirs living at the time of his death.

Poisl died on June 16, 1952. The will was admitted to probate and letters testamentary issued. Emma Blackburn Poisl filed a petition to revoke the probate as to her, alleging that she and Poisl were married on July 18, 1951 (a few days more than seven months after the will was executed and about eleven months prior to his death) and were husband and wife at the time of his death.

The contest was tried by the court without a jury. The court found the foregoing facts but that provision was made for Emma under the will by reason of the legacy to her by name prior to the marriage and that hence the will was not revoked as to her under section 70 of the Probate Code.*

Prom the evidence it appears that Emma had known Poisl and he had lived in her house when he was in the Los Angeles area; Emma Blackburn and testator’s surviving widow are the same person. The value of the property of decedent, as shown by the petition for probate of his will, was cash, $23,953.28, the San Diego property devised to Emma, worth $20,000, and promissory notes for $20,051.87. No evidence was offered on the question of whether Poisl contemplated marrying Emma when he made his will.

Applying section 70 of the Probate Code, supra, to the instant case, it is settled that the general disinheritance [149] clause in the will does not constitute a mention of Emma in such a way as to show an intention not to make provision for her. (Estate of Axcelrod, 23 Cal.2d 761 [147 P.2d 1].) The question remains however whether provision has been made for her by reason of her being given a legacy by name.

The two recent cases decided by this court which have applied section 70 were both concerned with whether there was a sufficient mention to show disinheritance. In Estate of Axcelrod, supra, 23 Cal.2d 761, the general exclusionary clause of “all my heirs not specifically mentioned herein” was held insufficient to prevent revocation as to an after-acquired spouse. Estate of Duke, 41 Cal.2d 509 [261 P.2d 235], involved a clause in a will, in addition to the general clause in the Axcelrod case, that excluded all persons who may become the testatrix’ heirs “by reason of marriage or otherwise”; that was held sufficient disinheritance to prevent revocation as to an after-acquired spouse. The reasoning of the Duke ease is that, while the clause did not disinherit the spouse by name, it showed a contemplation by the executrix of a possibility of marriage in the future, and the effect that marriage would have upon the will; that is, intent to mention a future spouse and to disinherit him. Thus the Duke case is readily distinguishable from the case at bar except that it does indicate that the will must show a contemplation of a future marriage on the part of the testator to comply with the fundamental purpose of section 70, whether we are speaking of disinheritance or making provision for the after acquired spouse. In Estate of Duke, supra, 41 Cal.2d 509, 513, we stated: “And, although a testator need not make provision for such a spouse, he is required to bear in mind the possibility of a subsequent marriage and the serious changes in domestic relations resulting therefrom. The Supreme Court of Georgia said of a similar statute: ‘The object of the provision is to secure a specific moral influence upon the testamentary act—the moral influence of having in mind a contingent event so momentous as marriage . . . , and so deserving of consideration in framing a testamentary scheme. ’ (Ellis v. Darden, 86 Ga. 368, 372 [12 S.E. 652, 653, 11 L.R.A. 51]; quoted with approval in Estate of Meyer, supra, p. 292.)” (See Estate of Ryan, 191 Cal. 307, 311 [216 P. 366]; Estate of Axcelrod, supra, 23 Cal.2d 761, 767-768; Corker v. Corker, 87 Cal. 643 [25 P. 922]; Estate of Meyer, 44 Cal.App. 289, 292-293 [186 P. 393].) It being necessary for the testa[150] tor to have “in mind” a “momentous” occasion such as marriage, it follows that merely naming or giving a legacy to a person by name, as was done in the case at bar, with no indication that she may be a prospective spouse, is not enough to prevent revocation. That indication must appear on the face of the will, and extrinsic evidence is not admissible to show the testator’s intention, at least unless there is some ambiguity. As in the Duke case a legacy to a named person alone, although the named person is later married to the testator, creates no ambiguity; it is merely “noncommittal” as were the words “heirs at law” in the Dnke case. (Estate of Duke, supra, 41 Cal.2d 509, 515.)

There are eases in other jurisdictions with statutes similar to ours holding that contemplation of a future marriage must appear on the face of the will to prevent revocation (see eases collected 127 A.L.R. 750). In Estate of Appenfelder, 99 Cal.App. 330 [278 P. 473] (see also Estate of Brannon, 111 Cal.App. 38 [295 P. 83]) a contrary view was taken but no consideration was given to the underlying purpose and policy of section 70 as indicated by the eases heretofore cited. The last cited cases are, therefore, disapproved.

Free access — add to your briefcase to read the full text and ask questions with AI

Poisl v. Ferguson, 280 P.2d 789, 44 Cal. 2d 147, 1955 Cal. LEXIS 215 (Cal. 1955).

280 P.2d 789 (Poisl v. Ferguson) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

In Re Estate of Moi
151 P.3d 995 (Court of Appeals of Washington, 2007)
Nelson v. Jusenius
151 P.3d 995 (Court of Appeals of Washington, 2006)
Miles v. Miles Ex Rel. Estate of Miles
440 S.E.2d 882 (Supreme Court of South Carolina, 1994)
Estate of Shannon
224 Cal. App. 3d 1148 (California Court of Appeal, 1990)
Brown v. Saleski
224 Cal. App. 3d 1148 (California Court of Appeal, 1990)
Keeven v. Wakley
716 P.2d 1224 (Idaho Supreme Court, 1986)
Matter of Estate of Keeven
716 P.2d 1224 (Idaho Supreme Court, 1986)
Estate of Groeper v. Groeper
665 S.W.2d 367 (Missouri Court of Appeals, 1984)
Estate of Turkington
147 Cal. App. 3d 590 (California Court of Appeal, 1983)
Santos v. Buchanan
147 Cal. App. 3d 590 (California Court of Appeal, 1983)
Murray v. Blackney
145 Cal. App. 3d 324 (California Court of Appeal, 1983)
Estate of Cooper
142 Cal. App. 3d 118 (California Court of Appeal, 1983)
Estate of Ganier v. Estate of Ganier
418 So. 2d 256 (Supreme Court of Florida, 1982)
Estate of Green
120 Cal. App. 3d 589 (California Court of Appeal, 1981)
Estate of Ganier
402 So. 2d 418 (District Court of Appeal of Florida, 1981)
Estate of Paul
29 Cal. App. 3d 690 (California Court of Appeal, 1972)
Leggett v. Estate of Leggett
494 P.2d 554 (Nevada Supreme Court, 1972)
Paul v. Steinert
137 So. 2d 856 (District Court of Appeal of Florida, 1962)
Estate of Lunn
197 Cal. App. 2d 848 (California Court of Appeal, 1961)
White v. Conference Endowment Commission
336 P.2d 674 (Idaho Supreme Court, 1959)