Security Pacific National Bank v. Roman Catholic Archbishop

126 Cal. App. 3d 341, 178 Cal. Rptr. 729, 1981 Cal. App. LEXIS 2421
CourtCalifornia Court of Appeal
DecidedDecember 2, 1981
DocketCiv. No. 61707
StatusPublished
Cited by2 cases

This text of 126 Cal. App. 3d 341 (Security Pacific National Bank v. Roman Catholic Archbishop) 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
Security Pacific National Bank v. Roman Catholic Archbishop, 126 Cal. App. 3d 341, 178 Cal. Rptr. 729, 1981 Cal. App. LEXIS 2421 (Cal. Ct. App. 1981).

Opinion

Opinion

COMPTON, J.

Nina Cleaver executed a holographic will in 1954. She was 66 at the time. She died in 1978, at the age of 90 and the will was admitted to probate.

[344]*344The will purported to divide her estate among four beneficiaries in equal amounts. We are here concerned with that provision of the will which left one-quarter of the estate to “‘The Archbishop of Los Angeles and San Diego, a corporation, sole, to be used for charitable purposes giving particular attention to deserving elderly persons.” (Italics added.)

The executor of the estate petitioned the superior court for assistance in determining the identity of the beneficiary under the above referenced provision. The official titles of the contending entities are “The Roman Catholic Archbishop of Los Angeles” on the one hand and on. the other “The Bishop of the Protestant Episcopal Church in Los Angeles,” both of whom are corporations sole and neither of which are legally or officially known by the designation employed by the testator.

After hearing extrinsic evidence presented by both sides, the trial court granted the claim of the Episcopal Bishop. The Roman Catholic Archbishop has appealed. We affirm.

Both parties essentially agree on the fundamental legal principles involved. They further agree that there was no substantial conflict in the extrinsic evidence. The dispute centers around the application of these legal principles and the effect and weight to be accorded to the extrinsic evidence.

The extrinsic evidence covered essentially three areas. (1) the evolution of the official titles and jurisdictions of the two competing entities, (2) the religious orientation of the decedent, and (3) certain statements and conduct of the decedent at a time prior to the execution of the will.

The trial court initially permitted introduction of extrinsic evidence to establish that there was in fact an ambiguity in the language of the will. Appellant does not quarrel with that ruling and acknowledges that neither entity exactly answers the description used by the testator. Appellant, however, contends that the extrinsic evidence disclosed that its title is the only one sufficiently similar to that used by the testator to permit a reasonable interpretation that it was the intended beneficiary.

From this appellant postulates that the extrinsic evidence could serve no further purpose and that the trial court erred in relying on extrinsic evidence to reach a conclusion that the testator intended by the language used to designate the Episcopal Bishop as the beneficiary. Appel[345]*345lant’s approach relies too heavily on the technical meaning of the words and unduly restricts the function of extrinsic evidence.

We approach our analysis of this dispute in accordance with the usual rule governing the review of interpretation of writings which requires us to make an independent interpretation where, as here, the trial court’s interpretation does not rest on factual findings drawn from conflicting evidence. (Parsons v. Bristol Development Co. (1965) 62 Cal.2d 861 [44 Cal.Rptr. 767, 402 P.2d 839]; 6 Witkin Cal. Procedure (2d ed. 1971) Appeal, § 260, p. 4250.)

In 1954, when the will was executed, the Roman Catholic Bishop of Los Angeles was in fact an “archbishop,” but the archdiocese did not embrace San Diego. On the other hand, the Episcopal diocese did embrace San Diego but the bishop was not an “archbishop.”

The Protestant Episcopal Church in the United States does not use the title of archbishop in its organizational scheme. It is, however, a part of the Anglican Church of England, whose head is the Archbishop of Canterbury, generally considered to be the primate of all Anglican churches. The dictionary definition of archbishop, however, is “A bishop at the head of an ecclesiastical province,” (Webster’s New Collegiate Diet. (7th ed. 1970) p. 46), without any reference to a particular denomination.

The single most complicating feature of this matter is that the decedent was not affiliated with any church and although she apparently considered herself a Protestant, she was quite ecumenical in her gifts to charity.

This latter fact is demonstrated by the will itself. The other three beneficiaries were Father Flanagan’s Boys Town, the Midnight Mission and the University of California. During her lifetime she made small donations to several religious organizations, Catholic and Protestant alike.

The basic obligation of the trial court here was, insofar as possible under the circumstances, to ascertain the intent of the decedent at the time she executed the will. (Estate of Mohr (1970) 7 Cal.App.3d 641 [86 Cal.Rptr. 731].) In so doing, however, the trial court was confined to discerning that intent in terms of the words actually used by the decedent. (Estate of Flint (1972) 25 Cal.App.3d 945 [102 Cal. [346]*346Rptr. 345); Estate of Brunet (1949) 34 Cal.2d 105 [207 P.2d 567, 11 A.L.R.2d 1382].)

Even though it may appear that a testator meant to accomplish a certain objective with his or her gift, unless he or she used words from which that intent can reasonably be inferred, the court is powerless, in effect, to write a new will, posthumously, in order to achieve that objective. (Estate of Flint, supra; Estate of Brunet, supra; Estate of Herreshoff (1956) 144 Cal.App.2d 597 [301 P.2d 457].)

On the other hand, a will should be interpreted in accordance with the clear intent of the testator even though that interpretation differs from the technical meaning of the words used. (Estate of Akeley (1950) 35 Cal.2d 26 [215 P.2d 921, 17 A.L.R.2d 647].)

In the case at bench, since the words used by the decedent did not precisely or correctly describe any existing entity, there was an ambiguity which required resolution, if possible, in order to save the devise from intestacy. (Prob. Code, § 102.)

“Broadly speaking, there are two classes of wills presenting latent ambiguities, for the removal of which ambiguities resort to extrinsic evidence is permissible. The one class is where there are two or more persons or things exactly measuring up to the description and conditions of the will, . . . The other class is where no person or thing exactly answers the declarations and descriptions of the will, but where two or more persons or things in part though imperfectly do so answer.” (Estate of Donnellan (1912) 164 Cal. 14, 20 [127 P. 166]; see also Estate of Russell (1968) 69 Cal.2d 200, at p. 207 [70 Cal.Rptr. 561, 444 P.2d 353].) The matter before us is of the latter class.

Appellant contends that the key word is “Archbishop” and that the testator’s descriptive phrase cannot be reasonably interpreted to mean simply “Bishop.” It argues that the inclusion of “San Diego” in the testator’s description is of no significance.

Appellant suggests that we should, as a matter of law, declare that the testator’s phrase is susceptible of only one interpretation and thus terminate any further inquiry into the testator’s intent.

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Related

Estate of Cleaver
126 Cal. App. 3d 341 (California Court of Appeal, 1981)

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Bluebook (online)
126 Cal. App. 3d 341, 178 Cal. Rptr. 729, 1981 Cal. App. LEXIS 2421, Counsel Stack Legal Research, https://law.counselstack.com/opinion/security-pacific-national-bank-v-roman-catholic-archbishop-calctapp-1981.