Sullivan v. Sullivan

271 P. 753, 94 Cal. App. 674, 1928 Cal. App. LEXIS 593
CourtCalifornia Court of Appeal
DecidedNovember 7, 1928
DocketDocket No. 6554.
StatusPublished
Cited by19 cases

This text of 271 P. 753 (Sullivan v. Sullivan) 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
Sullivan v. Sullivan, 271 P. 753, 94 Cal. App. 674, 1928 Cal. App. LEXIS 593 (Cal. Ct. App. 1928).

Opinion

KOFORD, P. J.

This is an appeal from an order admitting to probate as the last will and testament of said deceased three documents written in his handwriting. The three documents in question follow:

The first reads as follows:
“I, Mark Cornelius Sullivan, of Banning, California, revoking all wills by me heretofore made, do hereby publish and declare this my Last Will and Testament on this Fourteenth day of July Nineteen Hundred and Twenty-six, in manner and form following:
“To each of my blood relatives, offspring of my -deceased brother Robert E. Sullivan, the sum of Fifteen hundred dollars and to his widow the same amount and to the daughter of my nephew Mark R. Sullivan One Thousand dollars.
“To my step-son R. D. Wilson Twenty five hundred dollars.
“To my wife, I leave and bequeath the balance of my property and hereby appoint her as Executrix of this will and without bonds or obligations of any kind. I further direct that she pay to my sister Mary Five hundred dollars.
“In regard to the bequest to her Son, and my Step-son, R. D. Wilson, I direct the Executrix to treat this bequest more as a debt against the estate which it really is but I leave its payment entirely to her good judgment.”
The second reads as follows:
“Codocil
“Referring to that portion of Codocil Will dated July 14, 1926 and being my last will and Testament, dealing with the bequests to the wife and children of my deceased brother R. E. Sullivan. The daughter of his Son, M. R. Sullivan, commonly called ‘Pat’ and to my sister Mary—The bequests are changed to read as follows—-
*676 “To Margaret Sullivan, Two hundred dollars, $200.00
“To Mark R. Sullivan, Two hundred dollars, $200.00
“To Mrs. Edward Gillespie, Two hundred dollars, 200.00
“To ‘Pat’ daughter of M. R. Sullivan Seven hundred dollars, 700.00
“To my sister Mary Two hundred dollars 200.00
“Dated-—October 13, 1926.
“Mark Cornelius Sullivan.”
The third document was an envelope within which were sealed the two documents above set forth and it bore, also in the handwriting of the deceased, the following inscriptions :
“Holegraphie will of Mark C. Sullivan July 14, 1926. Date of will
“Codocil-—Dated October 13, 1926. Opened and resealed by self, October 13, 192'6.
“Mark Cornelius Sullivan.”

It is contended by appellants that the first document is not a will because it is not signed within the meaning of the code requirements of a holographic will. It is not essential that such a will be signed at the end thereof. “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 it 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.” {Estate of Manchester, 174 Cal. 417, 421 [Ann. Cas. 1918B, 227, L. R. A. 1917D, 629, 163 Pac. 358, 360].) This rule has in substance been many times repeated by the supreme court.

We are of the opinion that the signature in the document of July 14, 1926, meets these requirements. Appellants claim that in no California decision has a signature in the *677 exordium clause been held sufficient and that in many cases it has been held insufficient, such as Estate of Manchester, supra, Estate of Hurley, 178 Cal. 713 [174 Pac. 669], Estate of Bernard, 197 Cal. 36 [239 Pac. 404], and Estate of Devlin, 198 Cal. 721 [247 Pac. 577]. In each of these cases, however, there was also evidence on the face of the will of incompleteness indicating that the signature found at the beginning of the will could not have been intended as the token of execution and could not be regarded as proof that the execution of the will was a complete and concluded act. On the other hand there are several authorities which uphold a signature at the top or beginning of a will. (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, 200 Cal. 400 [253 Pac. 702]; Estate of England, 85 Cal. App. 486 [259 Pac. 956].)

In the last two cited cases the signature appeared at the very top of the document in a phrase independent of the will proper as though it were a label or description of the will to follow, thus—Last will or last will and testament of -. We are unable to distinguish the ease at bar from these two authorities. The mind which writes at the top of the will “Last will of -” is the same mind which writes in the first paragraph “I-do hereby publish and declare this my last will” and the two expressions convey substantially the same idea. Whether the signature appearing within either one of these expressions amounts to a signing of the will must be determined from the entire will. The Sullivan will of. July 14, 1926, ends- with a period and appears to be complete. After listing the legacies, appointing an executrix and inserting a residuary clause, the testator’s mind returned to the bequest to his stepson found in about the middle of the will and added what appears to be a finishing touch by giving directions as to.how that particular bequest should be treated. Completeness or lack of completeness appearing on the face of the purported will has been an important consideration entering into the decision of all the cases referred to herein. We think the Sullivan will of July 14, 192'6, shows by itself that the testator adopted his signature in the first clause of the document as the token of execution and that it is therefore signed within the meaning of the code requirements.

*678 The conclusion upon the point is arrived at, as of course it must be, without regard to what the testator afterward did with the will and without regard to what he afterward thought about it or wrote about it. However, the codicil of October 13, 1926, is admittedly validly executed according to law. Its terms are such as to incorporate into and as a part of itself the document of July 14, 1926. In Estate of Plumel, 151 Cal. 77 [121 Am. St. Rep. 100, 90 Pac. 192], a codicil to an invalidly executed will was held to make the defective will a part of the testator’s last will and testament.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Estate of Williams
66 Cal. Rptr. 3d 34 (California Court of Appeal, 2007)
Cox v. Towle
155 Cal. App. 4th 197 (California Court of Appeal, 2007)
Estate of Rowe
230 Cal. App. 2d 442 (California Court of Appeal, 1964)
Russell v. Abercrombie
230 Cal. App. 2d 442 (California Court of Appeal, 1964)
Estate of Moody
257 P.2d 709 (California Court of Appeal, 1953)
Goldberg v. Bloch
248 P.2d 21 (California Supreme Court, 1952)
Sullivan v. Jorgensen
209 P.2d 956 (California Court of Appeal, 1949)
Estate of Selditch
204 P.2d 364 (California Court of Appeal, 1949)
Forth v. Levine
204 P.2d 364 (California Court of Appeal, 1949)
Estate of Smith
191 P.2d 413 (California Supreme Court, 1948)
Kinney v. Gardella
104 P.2d 782 (California Supreme Court, 1940)
Martin v. McMullan
88 P.2d 234 (California Court of Appeal, 1939)
Miller v. Carrasco
17 P.2d 181 (California Court of Appeal, 1932)
Estate of Brooks
4 P.2d 148 (California Supreme Court, 1931)
Shumaker v. Wagner
300 P. 62 (California Court of Appeal, 1931)
Atkinson v. Atkinson
294 P. 425 (California Court of Appeal, 1930)
In Re Estate of Johnson
229 N.W. 261 (Supreme Court of Iowa, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
271 P. 753, 94 Cal. App. 674, 1928 Cal. App. LEXIS 593, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sullivan-v-sullivan-calctapp-1928.