Reardon v. Lovell

76 Cal. App. 3d 635, 143 Cal. Rptr. 81, 1978 Cal. App. LEXIS 1155
CourtCalifornia Court of Appeal
DecidedJanuary 9, 1978
DocketCiv. No. 41483
StatusPublished
Cited by1 cases

This text of 76 Cal. App. 3d 635 (Reardon v. Lovell) 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
Reardon v. Lovell, 76 Cal. App. 3d 635, 143 Cal. Rptr. 81, 1978 Cal. App. LEXIS 1155 (Cal. Ct. App. 1978).

Opinion

[638]*638Opinion

ROUSE, J.

—This appeal presents but one issue for decision: whether the testatrix’ will contains a sufficiently clear expression of her intent to render inapplicable the California antilapse statute.

The decedent, Josephine Salisbury, died on November 22, 1973, leaving a formal will which contained only two dispositive provisions. In clause 4, the testatrix devised certain real property to her brother, Louis Kehoe. In clause 5, she devised and bequeathed “the residue of my estate, real and personal, wheresoever situate, including all failed and lapsed gifts, to my granddaughter and grandson .. . Barbara M. Lovell ... [and] Raymond J. Lovell. ...” (Italics supplied.)

The testatrix’ brother, Louis Kehoe, died on January 24, 1968, predeceasing the testatrix. He was survived by two daughters, Louise Russell and Mary Reardon.

On December 23, 1975, in its capacity as the personal representative of the decedent’s estate, Central Bank filed a petition to determine heirship in regard to the real property which had been devised to Louis Kehoe. Statements of interest and supporting points and authorities were filed by the testatrix’ two grandchildren and by the two daughters of Louis Kehoe.

On May 27, 1976, the court rendered its order determining heirship and held that, by virtue of section 92 of the Probate Code (the California antilapse statute), the two daughters of Louis Kehoe were entitled to take the real property which had been devised to their late father. The testatrix’ two grandchildren have appealed from that order.

Section 92 of the Probate Code provides that “If a devisee or legatee dies during the lifetime of the testator, the testamentary disposition to him fails, unless an intention appears to substitute another in his place; except that when any estate is devised or bequeathed to any kindred of the testator, and the devisee or legatee dies before the testator, having lineal descendants, or is dead at the time the will is executed, but leaves lineal descendants surviving the testator, such descendants take the estate so given by the will in the same manner as the devisee or legatee would have done had he survived the testator.”

[639]*639It is well settled that the California antilapse statute will not be applied where the testator has expressed, with sufficient clarity, a contrary intention. As pointed out in Estate of Carroll (1956) 138 Cal.App.2d 363, 365 [291 P.2d 976], “While that portion of the section dealing with legatees predeceasing the testator and leaving lineal descendants says nothing about the testator’s intention it is universally held that antilapse statutes are not automatically applied, but the testator’s intention must, if possible, be ascertained.” Since a testator is presumed to know the law at the time of making the will, section 92 of the Probate Code must be read into the will unless a contrary intent appears. (Estate of Roberts (1970) 9 Cal.App.3d 747, 751-752 [88 Cal.Rptr. 396].) The paramount question is whether such intent is plainly indicated (Estate of Steidl (1948) 89 Cal.App.2d 488, 490 [201 P.2d 58]) or is shown with a reasonable degree of certainty. (Estate of Friedman (1961) 198 Cal.App.2d 434, 437 [18 Cal.Rptr. 252].)

Appellants are the testatrix’ two grandchildren and her residual beneficiaries. They contend that the testatrix did express, with sufficient clarity, her intent that the California antilapse statute not apply to the devise of real property to her brother. They point out that the testatrix’ will contained only two dispositive provisions: clause 4, which devised the real property to the testatrix’ brother, and clause 5, which left the entire residue of the testatrix’ real and personal property, “including all failed and lapsed gifts,” to appellants. They argue that, since the devise of real property to the testatrix’ brother constituted the only other gift which she made, the language in clause 5 could only have reference to that devise, thus the testatrix clearly expressed her intent that the antilapse statute not apply to that gift; that the testatrix manifested an intent that the real property in question go to appellants in the event that the testatrix’ brother predeceased her.

Appellants’ reasoning is persuasive. Although there appears to be no California case where the provisions of the will are similar to those which are before us, appellants have cited three decisions from other jurisdictions which support their position. In In re Phelps’ Estate (1910) 147 Iowa 323 [126 N.W. 328], the testator had bequeathed $25,000 to a brother who predeceased him, but was survived by two daughters. The appellant, one of the daughters, claimed that one-half of the bequest left to her father passed to her under the Iowa antilapse statute. The Iowa Supreme Court rejected her claim, holding that the testator had expressed a clear intent that the antilapse statute not apply to this bequest. The court based its holding upon the following provisions in the will: (1) although [640]*640bequests to various beneficiaries provided that, if the beneficiaries predeceased the testator, the sums bequeathed them should go to their heirs, the bequest to the appellant’s father contained no such provision; and (2) the will contained a residuary clause which bequeathed and devised all of the testator’s remaining property, including “any of my estate that may fail, for any reason, to pass under the foregoing terms and conditions of this my will.. . (P. 329.) With reference to the latter provision, the court stated, “the residuary clause of the will says that, if any part of the estate shall fail to pass in accordance with the terms and conditions of the will, such part shall pass under said residuary clause. It is idle to say that wills could not be made but for the law, and that the [antilapse] statute in question became a part of the will. As we háve already said, the aid of the statute cannot be, and never is, invoked where the intent of the will is manifest. The statute clearly cannot be ingrafted upon a will for the purpose of making uncertain the meaning of language that would otherwise be certain. The will shows clearly that the testator intended to have his estate go to certain persons, and that he carefully provided, for substitution where it might become necessary, and this without reference to or regard for the statute in question.” (P. 330.)

The second case upon which appellants rely is In re Neydorff (1920) 193 App.Div. 531 [184 N.Y.S. 551]. There the appellate division of the New York Supreme Court based its decision solely upon a provision in the residuary clause which was similar to the clause in the Phelps case and to that which is before us in this case. In Neydorff, the testator bequeathed $1,000 to each of his brothers and sisters, to his daughter and to his two grandsons. He then left the remainder of all his real and personal property, “including lapsed legacies,” to his niece. (P. 553.) A brother and sister of the testator predeceased him, and it was contended that their $1,000 bequests went to their descendants under the New York antilapse statute. The court rejected this argument and held that the reference to “lapsed legacies” in the residuary clause amounted to a declaration by the testator that, in the event any of his brothers or sisters predeceased him, their bequests would go to his niece.

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Related

Estate of Salisbury
76 Cal. App. 3d 635 (California Court of Appeal, 1978)

Cite This Page — Counsel Stack

Bluebook (online)
76 Cal. App. 3d 635, 143 Cal. Rptr. 81, 1978 Cal. App. LEXIS 1155, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reardon-v-lovell-calctapp-1978.