Trepanier v. University of North Dakota

278 P.2d 748, 130 Cal. App. 2d 258, 1955 Cal. App. LEXIS 1888
CourtCalifornia Court of Appeal
DecidedJanuary 17, 1955
DocketCiv. 20546
StatusPublished
Cited by6 cases

This text of 278 P.2d 748 (Trepanier v. University of North Dakota) 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
Trepanier v. University of North Dakota, 278 P.2d 748, 130 Cal. App. 2d 258, 1955 Cal. App. LEXIS 1888 (Cal. Ct. App. 1955).

Opinion

*260 WHITE, P. J.

This is an appeal-from the decree determining heirship, which provides that “income accumulated during the period of five years after the date of the decedent’s death be added to the corpus” and distributed to respondents, a university and several religious corporations, after the death of the last of appellants, the sister and brother of testator, who are to be paid “the income from the augmented corpus.”

The matter was heard by the superior court upon the petition for determination of heirship filed by Bank of America National Trust and Savings Association, as executor of the last will and testament of said decedent, and the answer thereto filed by appellants as persons interested .in said estate. No evidence was given or offered, and the only question involved is the interpretation of the testamentary writings of decedent.

Testator had never married. He was an experienced and successful businessman, lawyer and federal judge, and a former Comptroller of the Currency of the United States. He died September 28, 1949, leaving a will dated October 17, 1937, and two codicils dated May 10, 1946, all of which were entirely written, dated and signed in his own handwriting.

By decedent’s holographic will and codicils, after directing payment of his funeral expenses, debts and obligations, and making specific bequests, including $5,000 each to respondents and appellants, he provided in Paragraph Nineteenth as follows:

“Nineteenth I direct that the residue of my estate shall be kept intact for a period of five years after my death the income during the sixth year and each year thereafter shall be paid to my sister, Minnie L. Trepanier, my brothers Thomas J. O’Connor, L. E. O’Connor, Charles A. O’Connor and my cousin Annie Enright share and share alike, during the lifetime of each. At death of any one his or her interest shall pass to the survivors named in this paragraph. Upon the decease of the last remaining beneficiary named in this paragraph, the remainder of my estate both real and personal shall be divided equally share and share alike among the University of North Dakota, St. James, St. Michaels and St. Mary’s Schools provided that each institution shall raise a sum of money equal to the share under this paragraph provided which total sum shall be held by each institution in trust the income to be used for scholarship awards. The failure of one or more of the institutions named to comply with this provision within one year after such institution is *261 entitled to the benefits named then such share shall pass to the institutions complying with these terms. If no institution is found entitled to the benefits of this section the residue of my estate shall be distributed to St. Michael’s Hospital at Grand Porks, No Dak.”

The names of Thomas J. O’Connor and Annie Enright were stricken from said Paragraph Nineteenth by the provisions of one of the codicils. Charles A. O’Connor, one of the beneficiaries of the income mentioned in Paragraph Nineteenth, died on October 11,1952.

Briefs on appeal have been filed by Minnie L. Trepanier and L. E. O’Connor, testator’s sister and brother, hereafter referred to as “Appellants,” by respondent University of North Dakota, hereafter referred to as “Respondent University,” and by respondents St. Mary’s Catholic Church, St. Michael’s Catholic Church, and Academy of St. James, hereafter referred to as “Respondent Religious Institutions.”

Appellants suggest that punctuation be added to make the first sentence of said Paragraph Nineteenth read thus:

“I direct that the residue of my estate be kept intact for a period of five years after my deatlr_ The income^ during the sixth year and each year thereafter^shall be paid to . . . my sister Minnie L. Trepanier . . . and brother(s) '. . . L. E. O’Connor . . . share and share alike during the lifetime of each.” (The period, capital, and two commas underlined have been added.) Respondents concede that if said portion of Paragraph Nineteenth were so punctuated, the phrase “during the sixth year and each year thereafter” would be an adverbial phrase designating the times for payments of the income to be made to appellants. However, respondents insist that the plain words of said Paragraph Nineteenth “without the addition of punctuation, show a clear and consistent plan of testamentary disposition and show beyond question that it was the intention of the testator that the income for the first five years after his death should be accumulated and added to the principal ...” and distributed to respondents after the death of the last of appellants; and respondents argue that “the addition of this punctuation does violence to the expressed intention of the testator.”

In the first 18 paragraphs of said will, some sentences have been commenced with small letters and some have not been closed by periods, although there is no doubt that such sentences are complete and are not a part of preceding or *262 succeeding sentences or phrases. While respondent university urges that “There is no legal authority . . . which would support a repunctuation of the will in question . . . and the copy of said Paragraph Nineteenth appended to its brief discloses no punctuation in the portion which gives rise to this controversy, in the remainder of the so-called copy of said Paragraph Nineteenth we find one period and seven commas which do not appear in the photostatie copy of the holographic will in the clerk’s transcript.

Under the circumstances of this proceeding, the construction of the will is a question of law, and its purpose is to ascertain, if possible, the testator’s intent as expressed by his own language used in his will. (Estate of Ottoveggio, 64 Cal.App.2d 388, 391 [148 P.2d 878].) It is therefore the duty of this court to interpret the will independently and without presumption as to the correctness or error of the decree determining heirship, from which this appeal was taken. (Estate of Platt, 21 Cal.2d 343, 352 [131 P.2d 825]; Estate of Norris, 78 Cal.App.2d 152, 159 [177 P.2d 299]; Estate of Sahlender, 89 Cal.App.2d 329, 347 [201 P.2d 69].)

As a lawyer and judge, testator must be presumed to have known and intended the usual meanings of the words used by him. (Estate of Welsh, 89 Cal.App.2d 43, 50 [200 P.2d 139]; Estate of Rutan, 119 Cal.App.2d 592, 598 [260 P.2d 111].)

First, we will consider what was intended by testator when he used the word “residue.” Appellants contend that by “residue” testator refers to the balance of the corpus of the estate (as of the date of death) remaining after payment therefrom of the funeral expenses, debts, expenses of administration, and specific bequests in accordance with paragraphs First to Eighteenth of the will.

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Bluebook (online)
278 P.2d 748, 130 Cal. App. 2d 258, 1955 Cal. App. LEXIS 1888, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trepanier-v-university-of-north-dakota-calctapp-1955.