Smith v. Davison

131 P.2d 54, 55 Cal. App. 2d 573, 1942 Cal. App. LEXIS 99
CourtCalifornia Court of Appeal
DecidedNovember 16, 1942
DocketCiv. 2997
StatusPublished
Cited by7 cases

This text of 131 P.2d 54 (Smith v. Davison) 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
Smith v. Davison, 131 P.2d 54, 55 Cal. App. 2d 573, 1942 Cal. App. LEXIS 99 (Cal. Ct. App. 1942).

Opinion

BARNARD, P. J.

This is an appeal from an order denying admission of a will to probate and decreeing that the deceased died intestate.

*574 On August 3, 1930, Alice Shute made a will in which she left to Otie Shute, the brother of her deceased husband, “Twenty-five Dollars a month while he needs it” and all the rest of her estate to her three sisters and her brother, Alexander Smith. On the same day, she handed the will to her sister, Agnes Davison, with a request that she keep the will for her. This will remained in Agnes Davison’s possession until after Mrs. Shute’s death. On August 30, 1937, Mrs. Shute executed a second will in which she gave to Otie Shute “$25 during his life”; $300 to two nieces of her deceased husband; $300 to two nephews of her deceased husband; to Norma Donnallan “all of my Fortuna Property income”; to Alice Vandell “my diamond ring”; “To my brother Alexander Smith $25 per month during his life time”; and all the rest of her estate to her three sisters. This will contained no express revocation clause and it named Dora Collins as “my executor.” Mrs. Collins testified that on May 5, 1939, the decedent showed her the original of this will, declared it to be her last will and testament, and requested her to make a copy thereof, which she did. The original of this will was not found after Mrs. Shute’s death. Agnes Davison testified that in August, 1940, the decedent asked her if she still had the will of August 3, 1930. She replied that she did, whereupon the decedent said nothing further. Mrs. Shute died on December 28, 1940, leaving an estate of the value of about $76,000.

The first will was offered for probate and Dora Collins filed a petition for probate of the second will as a lost will. Various contests were filed and the several matters were consolidated for hearing. The court found that each of these wills was entirely written, dated and signed by the deceased; that the first of these wills was entirely superseded and completely revoked by the second; that the second will was burned or destroyed by the decedent in her lifetime with the intent and for the purpose of revoking the same but that this act did not revive or restore the first will; and that the second will was not intended to be amendatory of or a codicil to the first will. As conclusions of law the court found that both wills were revoked by the deceased prior to her death and that Mrs. Shute died intestate, and the court refused to admit either will .to probate. This appeal followed, being based upon a bill of exceptions.

The question here presented is whether the first of these *575 wills. was revoked by the execution of the second,,, under the provisions of section 72 of the Probate Code, which read:

“A prior will is not revoked by a subsequent will, unless the latter contains an express revocation, or provisions wholly inconsistent with the terms of the prior will. In other cases the prior will remains effectual so far as consistent with the provisions of the subsequent will; . . . ”

The specific question is whether the second will contains provisions which are wholly inconsistent with the terms of the prior will.

The respondent relies particularly on Estate of Iburg, 196 Cal. 333 [238 P. 74], and Estate of Danford, 196 Cal. 339 [238 P. 76]. In each of these cases the two wills in question were both in existence and were both offered for probate. In the Iburg case the first will left the entire estate to a friend of the deceased and appointed him as executor. The second will left the entire estate to the deceased’s sister but named no executor and contained no revocation clause. It clearly appeared that the second will, giving the entire estate to the sister, was wholly inconsistent with the first will, giving the same property to the friend, except for the fact that the first will named an executor while the second did not, and this fact was held immaterial to the controversy. In effect, the court held that the provisions of the second will were wholly inconsistent with those of the first will and that the earlier will was revoked by the later one under the provisions of section 1296 of the Civil Code, which are now found, substantially, in section 72 of the Probate Code. While the court also approved and applied the rule that “the complete disposition contained in the second must, unless controlled by the context, wholly revoke the ,first” this cannot be taken as holding that a complete disposition of a decedent’s property in a second will necessarily serves to wholly revoke a first will under other facts and circumstances. In the Danford case, the earlier will, after some minor bequests, left one-fourth of the estate to the decedent’s sister and one-half to a Mrs. Mason, making no disposition of any possible residue. The second will, after a specific bequest of $2,000, gave $5,000 to the decedent’s sister and all of the rest of the estate to Mrs. Mason. Both wills were offered for probate and the trial court admitted the second will alone, finding that it was the last will of the deceased. This was affirmed on appeal, the court saying that there was nothing *576 in the context of the two wills of such compelling force as to require them to be construed as one document, and that on the facts found and the record brought up it could not say, as a matter of law, that the judgment was incorrect. In that case, the court further said:

“The governing principle is, therefore, the intention of the testator. It does not necessarily follow from the fact of the new will that full and entire revocation was intended. The purpose may have been to make supplemental provisions, consistent with the former will in whole or in part, to dispose of other property, or to amend and alter the prior dispositions only. Hence a complete revocation by implication will not follow unless the general tenor of the later will shows clearly that the testator so intended, or the two instruments are so plainly inconsistent as to be incapable of standing together.”

Expressions may be found in a number of cases in this state to the effect that an earlier will is revoked by a later will which makes a complete disposition of the decedent’s property. For example, in Estate of Martin, 31 Cal.App. 2d 501 [88 P.2d 234], it is said: “It is the law of California that if the later writing purports to make disposition of all of decedent’s property, the earlier instrument is deemed to be wholly revoked.” However, the mere fact that the second will makes a complete disposition of the property cannot be taken as the controlling factor in all cases. As the appellant suggests, we may suppose a case where both wills contain identical language and dispose of the entire estate to the same persons. To hold that the second will revoked the first merely because it disposed of all of the property would be directly contrary to the provisions of section 72 of the Probate Code, under which provisions the first will would not be revoked. In such a case the second will would usually be given effect not because it made a complete disposition of the property, but because it was the last will.

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Bluebook (online)
131 P.2d 54, 55 Cal. App. 2d 573, 1942 Cal. App. LEXIS 99, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-davison-calctapp-1942.