Purcell v. Finkler

59 P.2d 801, 7 Cal. 2d 97, 1936 Cal. LEXIS 600
CourtCalifornia Supreme Court
DecidedJuly 28, 1936
DocketS. F. 15631
StatusPublished
Cited by9 cases

This text of 59 P.2d 801 (Purcell v. Finkler) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Purcell v. Finkler, 59 P.2d 801, 7 Cal. 2d 97, 1936 Cal. LEXIS 600 (Cal. 1936).

Opinions

SEAWELL, J.

This appeal is taken by Christina A. Finkler, a half-sister of the deceased, and by Sumner J. Waite et al., heirs at law of said Henry C. Finkler, from an order made and entered by the Superior Court of the County of San Mateo in the above-entitled matter, directing that final distribution of the residue of the estate of decedent be made to M. J. Purcell and B. Grant Taylor, the executors and beneficiaries named in his will, excepting therefrom small sums of money ordered distributed to certain heirs at law as in said will provided.

The question as to what part, if any, of said document filed for probate and written wholly by the decedent was entitled to admission to probate as the holographic will of decedent was considered at length in the matter of the Estate of Finkler, 3 Cal. (2d) 584 [46 Pac. (2d) 149], Every question urged upon the instant appeal was brought to the attention of this court upon the disposition of that appeal.

The document admitted to probate was written on a single sheet of paper, and as originally prepared reads as follows:

“San Francisco, Cal.,
“April 21, 1930.
“All my property (money or realty) I leave to Mike Purcell and B. Grant Taylor collectively—Any person legally proving relationship they will give such person ten [99]*99dollars—Codicils to follow—Both to act as executors without bonds—
“H. C. Finkler.”

Some time subsequent to April 21, 1930, the day on which said will was written, certain changes were made in it by the testator by way of interlineations and cancellations, the latter being made by single strokes of the pen drawn through the words, leaving them lined out but entirely legible. Giving effect to the interlineations and cancellations (omitting place of execution and date), said will reads as follows:

“I will all my property personal or mixed will to Mike Purcell and B. Grant Taylor collectively—Any person legally proving relationship to be given ten dollars.
“Codicils to follow.
“Both to act as executors without bonds.”

On the margin of this document (in the changed form) and opposite the deleted word “realty”, which happens to be the first word in the line in which it appears, the testator endorsed his initials, “H. C. F.”

The whole of said document, including interlineations and deletions, was filed as the will of decedent on November 24, 1930, by M. J. Purcell and B. Grant Taylor, executors, praying for its probate and for letters testamentary. Opposition to its probate was filed by contestant Christina A. Finkler, on the grounds of alleged mental incapacity on the part of the testator, and the exercise of undue influence upon him by M. J. Purcell, and on the further ground that the proposed will was not intended to be a complete testamentary instrument, but was conditioned upon the future execution of codicils which were not thereafter executed. Other heirs at law filed their opposition to the admission of said will to probate, based on similar grounds. On August 20, 1931, M. J. Purcell and B. Grant Taylor, executors of and beneficiaries by virtue of the provisions of said will, filed an amended petition, wherein they set out in lw.ee verla that portion only of the document as originally written, ignoring and disregarding interlineations and deletions. In short, the important word / ‘realty”, through which an ink line had been drawn, was treated by the petitioners as it existed on April 21, 1930, before any change had been made. The appellants’ motion to strike [100]*100from the files the amended petition on the grounds that the executors could not stand in the position of proponents as to a portion of the document offered by them as a will and contestants as to other portions, but must, as executors, support it in its entirety, was denied. Thereafter Christina A. Finkler and the other appellants, hy petition and by other methods, took the position that decedent was on the day said will was written and signed by him and for some time prior thereto had been of unsound mind and mentally incompetent to make a will; also that he had been unduly influenced in the matter. Nevertheless, said appellants, Christina A. Finkler in particular, alleged in their petition that decedent left a document bearing date April 21, 1930, purporting to be his holographic last will and testament, in the precise language of the document which this court, in the matter of the Estate of Finkler, held to constitute his will. She also alleged that said document is the same document filed and offered for prohate in this matter by M. J. Purcell and B. Grant Taylor and that it was entirely written, dated and signed by the hand of decedent. In her petition she made the conditional request that if the contest which she had filed praying for a decree adjudging said proposed will not to be the last will of decedent should fail and the court should proceed with the probate of the whole of or a portion of said document, that in such consequence the will, giving effect to interlineations and cancellations, in its amended form, be admitted as the will of decedent and letters of administration with said will annexed be issued to her and that the petitions of the executors named in the will be denied.

Inasmuch as this court upon the first appeal was required to interpret the meaning of and give effect to the language of the will in order to determine what portion of the document before it, if any, was testamentary in character and whether it had been executed with regard to the forms of law, it further became necessary to interpret its language and determine whether or not certain words written into the will by the testator took the place of the words through which he had drawn his pen. The probate judge held that said changes were not made in conformity with the law and gave effect to the will as it appeared in its unchanged form. This court held this to be error; that the will as [101]*101changed was properly entitled to be admitted to probate, but inasmuch as the two documents when properly interpreted gave the whole of decedent’s estate to the same beneficiaries, and in the same proportions, the variance of the verbiage was not so material as to require a reversal and thereby prolong the litigation until the will might be interpreted in some other court proceeding. Continuing the discussion, we said: “Appellants, insisting upon this course, cite the rule that ordinarily questions of interpretation do not arise upon proceedings for the probate of a will. (Estate of Murphy, 104 Cal. 554 [38 Pac. 543] ; Estate of Cook, 173 Cal. 465 [160 Pac. 553]; Estate of Parsons, 196 Cal. 294 [237 Pac. 744].)

“Yet, in the first ease cited by them, the court actually did interpret the two documents proposed for probate by holding that they were in all essential particulars harmonious, if not identical. The spirit of that decision seems applicable here for in effect we have two instruments before us, the one as executed on April 21, 1930, and remaining in that form until some unknown date subsequent to April 29, 1930, and the other instrument as later altered and amended. If they are both testamentary in character and dispose of the whole estate to the same parties in the same aliquot parts, what difference does it make whether the one, the other, or both are admitted to probate? (Sec. 72, Probate Code.) ”

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Purcell v. Finkler
59 P.2d 801 (California Supreme Court, 1936)

Cite This Page — Counsel Stack

Bluebook (online)
59 P.2d 801, 7 Cal. 2d 97, 1936 Cal. LEXIS 600, Counsel Stack Legal Research, https://law.counselstack.com/opinion/purcell-v-finkler-cal-1936.