Shumaker v. Wagner

300 P. 62, 114 Cal. App. 551, 1931 Cal. App. LEXIS 839
CourtCalifornia Court of Appeal
DecidedJune 2, 1931
DocketDocket No. 489.
StatusPublished
Cited by10 cases

This text of 300 P. 62 (Shumaker v. Wagner) 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
Shumaker v. Wagner, 300 P. 62, 114 Cal. App. 551, 1931 Cal. App. LEXIS 839 (Cal. Ct. App. 1931).

Opinion

BARNARD, P. J.

This is an appeal from an order denying a petition for the probate of an alleged will. The instrument, the probate of which was refused on the ground that the document was not signed by the deceased, reads as follows:

“3714 5th Ave., San Diego, California, April 9, 29. That I Lovina Bauman, on this date April 9th 1929, desire my wishes herein executed as stated, after my death notify my Cousin J. H. Wagner, 1119, W. P. P. Ave., Colorado Springs, Colorado, have him attend to affairs & all as herein requested. To pay all my expenses from sale of my property, 3714 5th Ave., Lot 11, Block 3, Brooks Add. & he receive $1000. and $500. each to my 2 Nieces and Nephews living in Salem, Oregon. $500. to Presbyterian Church 3 & 4th Date St. San Diego, Cal. Helping Hand Home 1806 J St., $100. and bedding & my clothes. Sell all furniture & if any left divide equally between J. H. Wagner & my 2 Nieces & 2 Nephews when all expenses paid herein is my utmost wishes may they be granted as requested.”

A photographic copy of the document appears in the transcript. It was stipulated that the instrument is entirely in the handwriting of the deceased, and the only question presented is whether or not it was signed by Lovina Bauman within the meaning of section 1277 of the Civil Code.

The rules governing the decision of such a question are well established, although their application in a particular case often presents a close question. As expressed in Estate of Manchester, 174 Cal. 417 [Ann. Cas. 1918B, 227, *553 L. R. A. 1917D, 629, 163 Pac. 358], and frequently followed since, the general rule is:

“The true rule, as we conceive it to be, is that, wherever placed, the fact that it was intended as an executing signature must satisfactorily appear on the face of the document itself. If it is at the end of the document, the universal custom of mankind forces the conclusion that was appended as an execution, if nothing to the contrary appears. If placed elsewhere, it is for the court to say, from an inspection of the whole document, its language as well as its form, and the relative position of its parts, whether or not there is a positive and satisfactory inference from the document itself that the signature was so placed with the intent that it should there serve as a token of execution. If such inference thus appears, the execution may be considered as proven by such signature.”

In a number of cases, in considering whether or not there are indications on the face of an instrument that a signature which appears in an unusual place thereon was intended as an execution thereof, considerable weight is given to the fact that the will appears to be incomplete (Estate of Manchester, supra; Estate of Hurley, 178 Cal. 713 [174 Pac. 669] ; Estate of Bernard, 197 Cal. 36 [239 Pac. 404, 405]; Estate of Devlin, 198 Cal. 721 [247 Pac. 577]). In Estate of Bernard, the last clause was especially considered in connection with the intent of the writer as to the execution of the instrument. In that case, the court said:

“There is no signature at the end of the document, where it is the common custom to place a signature intended for authenticating and indicating the completion of an instrument. The signature of the decedent appears only in the exordium, and there is nothing in any other part of the alleged will to indicate affirmatively or by necessary implication that the signature was intended to be or was adopted as the final executing signature in authentication of or in execution of the document as a completed testamentary act. The obvious and natural inference to be drawn from the position of the name of the decedent in the alleged will is that it was intended merely as descriptio personae, and, in the absence of anything affirmatively appearing on the face of the will itself tending to show that such signature was intended to authenticate it, this conclusion is inevitable. . . . The abrupt *554 termination of the document near the middle of the last page is a strong indication of decedent’s intent to do something more in order to make it a complete will. The last clause being, in all general respects, similar to the preceding dispositive clauses manifests that the writer did not intend to terminate the document finally and definitely at that particular point, but, rather indicates that something additional was to be done and necessarily compels the conclusion that decedent had no intention of adopting the name written in the opening clause of the will as the executing signature to her final testamentary act.”

In Estate of Hurley, supra, the effect of the closing paragraph upon the question before the court was also considered, the court saying:

“In the present ease the signature appears in the opening statement of the paper, but there is nothing in the document or in the closing paragraph to indicate that the testatrix intended to adopt that signature as the executing signature of the will. Indeed, the contrary may be inferred from the fact that the will terminates without even a punctuation mark, thereby indicating that the testatrix ceased writing before she had completed declaring her intention and that she did not regard the document as a completed will. . But the contrary inference need not appear. In the absence of anything on the face of the will to raise the inference that the name in the exordium was intended as a signature in execution, the holographic document cannot be deemed a valid will.”

In all of the cases bearing upon this question the entire instrument is examined and such facts as completeness, final expression, abruptness in closing, and even final punctuation are considered for the purpose of determining whether the writer intended to adopt the name as written in the opening clause, or in any other place not usual to a signature, as an execution of the instrument rather than merely as a description of the person. The importance of such considerations as have just been referred to fully appears both in those cases where purported wills have been rejected and in those where such signatures, though irregular, have been held sufficient (see Estate of McMahon, 174 Cal. 425 [L. R. A. 1917D, 778, 163 Pac. 669]; Estate of Streeton, 183 Cal. 284 [191 Pac. 16]; Estate of Morgan, *555 200 Cal. 400 [253 Pac. 702]; Estate of England, 85 Cal. App. 486 [259 Pac. 956]).

In Estate of Sullivan, 94 Cal. App. 674 [271 Pac. 753], the completeness of the instrument and the wording of the final clause of the original will are said to sufficiently indicate the testator’s intention to adopt the signature in the exordmm as an execution of the will.

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Bluebook (online)
300 P. 62, 114 Cal. App. 551, 1931 Cal. App. LEXIS 839, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shumaker-v-wagner-calctapp-1931.