Vroom v. Curtiss

116 P.2d 438, 18 Cal. 2d 512, 1941 Cal. LEXIS 389
CourtCalifornia Supreme Court
DecidedAugust 27, 1941
DocketL. A. No. 17219
StatusPublished
Cited by1 cases

This text of 116 P.2d 438 (Vroom v. Curtiss) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vroom v. Curtiss, 116 P.2d 438, 18 Cal. 2d 512, 1941 Cal. LEXIS 389 (Cal. 1941).

Opinion

TRAYNOR, J.

This appeal is from an order of the superior court denying a petition for the probate of a document alleged to he the last will and testament of Harry C. Janes. The decedent died on December 9, 1938, in the county of Los [514]*514Angeles at the age of 66 years. After his death appellant, a chiropractor who had been attending him professionally for several years, found the purported will in a suitcase belonging to him. The instrument on its face is a valid holographic will. Attached to the instrument, however, is a slip of paper, unsigned and undated, on which appears in decedent’s handwriting: “This is a copy of my last Will, the original is in my safe deposit box.” No other will was found in decedent’s safe deposit box or among his effects.

The will offered for. probate is dated November 1, 1938, and contains a bequest of $5000 and two automobiles to the appellant. The residue of the estate is left to Dorothy Lee Janes Curtiss, the decedent’s daughter, who is named executrix. There is evidence that the night before decedent died he told appellant that he was leaving her $5000 and his two cars, and that he insisted that appellant go to his apartment for a suitcase containing the ownership certificates to the automobiles and instructions as to what should be done after his death. Appellant found in the suitcase the purported will, as well as decedent’s life insurance policy, a draft for $250 to be filled out and sent to his daughter, the ownership certificates to the automobiles, instructions concerning his funeral and the disposition of his body, and an authorization to appellant to take charge of his personal effects.

The trial court, finding that the purported will was not decedent’s last will and testament and that he died intestate, denied the petition for probate.

Appellant objects to the asserted failure of the trial court to make findings of fact. The court’s order, however, included the following: “ . . . and the Court being satisfied from said evidence that the instrument offered for probate in connection with said petition for probate of will is not the last will and testament of the said decedent, and that the said deceased died intestate. ...” Findings of fact may be included in a judgment or order. (Hopkins v. Warner, 109 Cal. 133, 139 [41 Pac. 868]; Hibernia Savings & Loan Society v. Clarke, 110 Cal. 27, 32 [42 Pac. 425]; In re Bensfield, 102 Cal. App. 445, 448 [283 Pac. 112]. See Estate of Exterstein, 2 Cal. (2d) 13, 15 [38 Pac. (2d) 151].) The court’s finding was upon the ultimate fact in issue and was therefore sufficient. (See cases cited in 24 Cal. Jur. 975.)

[515]*515Appellant contends that the notation attached to the will is not admissible in evidence and cannot affect the operation of the document as a will because it was not incorporated by reference therein. It is not necessary, however, for the notation to be incorporated by reference since it is admissible, not as part of the will, but upon the issue of testamentary intent. Appellant maintains that the parol evidence rule as applied to wills does not permit the introduction of extrinsic evidence to show that a testator did not intend as his last will and testament an instrument that purports to be such on its face. It is clear, however, that evidence outside the will may be introduced, not to alter its provisions, but to show that it was not intended by the testator to be effective as a will. (Wigmore, Evidence, (3rd ed.) secs. 2413, 2421; Clark v. Hugo, 130 Va. 99 [107 S. E. 730]; In re William’s Estate, (Tex. Civ. App.) 135 S. W. (2d) 1078.)

The question therefore is whether the decedent’s designation of the instrument in question as a “copy” is sufficient, standing alone, to justify the trial court’s implied finding that the testamentary intent necessary to make the instrument a valid will was lacking. Since there was no extrinsic evidence as to the meaning attached to the word “copy” by the decedent, the proper interpretation of the notation is a question of law (See 9 Wigmore, Evidence, (3rd ed.) 522; and cases cited in 6 Cal. Jur. 328) which may be reviewed on appeal. (Texas Co. v. Todd, 19 Cal. App. (2d) 174, 185 [64 Pac. (2d) 1180]; Wall v. Equitable Life Assur. Soc., 33 Cal. App. (2d) 112, 117-118 [91 Pac. (2d) 145].)

The effect of the notation should be determined in the light of the other circumstances of the case and the policy of the law favoring testacy rather than intestacy. (Estate of Spitzer, 196 Cal. 301, 306 [237 Pac. 739].) An interpretation of a will that prevents intestacy is preferred (Prob. Code, section 102; Estate of Northcutt, 16 Cal. (2d) 683, 690 [107 Pac. (2d) 607]; Estate of Fay, 145 Cal. 82 [78 Pac. 340, 104 Am. St. Rep. 17]), as is a construction favoring validity, in determining whether a will has been executed in conformity with statutory requirements. (Estate of Wilkinson, 113 Cal. App. 645 [298 Pac. 1037]; Estate of Durlewanger, 41 Cal. App. (2d) 750 [107 Pac. (2d) 477].) “When a man of sound mind and memory, by his own hand and signature, has plainly made a disposition of his property, the courts should [516]*516carry out his intention if it can be done without violating the mandates of the law.” (Estate of Fay, supra, at p. 87.) A will that is complete and valid on its face should not be denied probate except upon the presentation of convincing proof that it was executed without testamentary intent.

The designation of an instrument as a “copy” is not alone sufficient to establish that the decedent lacked testamentary intent in executing the instrument. The word “copy” implies that the instrument so labeled is identical with another instrument. It does not indicate that the “copy” was intended to be less effective as a will than the instrument which preceded it. There is no reason why a testator may not execute two valid wills with identical provisions to insure the execution of his wishes should one of them be accidentally lost or destroyed. If it is properly executed, a copy of a will is in effect the same as a duplicate (In re Dawson’s Estate, 277 Pa. 168 [120 Atl. 828]. See Great Western Power Co. v. Oakland, 196 Cal. 131, 136, 137 [236 Pac. 307]; 1 Burrill’s Law Dictionary (2nd ed.) 526), and it is clear that a properly executed duplicate may be admitted to probate. (See 1 Alexander, Commentaries on Wills, 137.)

In the present case the instrument presented to the court for probate is on its face a complete and valid holographic will. It states that it is the testator’s “last Will and Testament.” (cf. Estate of Major, 89 Cal. App. 238 [264 Pac. 542].) The existence of testamentary intent is borne out by the decedent’s declaration on his deathbed that he had made a testamentary disposition of his property in accord with the provisions of the instrument in question, by his statement that the suitcase contained instructions as to what should be done after his death, by the presence in the suitcase of all the documents dealing with the disposition of his property and affairs after his death, and by the fact that no other will could be found. The notation designating the will as a “copy” is not sufficient, in the absence of other evidence as to the decedent’s meaning, to establish a lack of testamentary intent in executing the instrument as a will.

The decision in Estate of Harris, 3 Cal. App. (2d) 606 [40 Pac. (2d) 566], cited by respondent, must be confined to the facts of that ease.

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Related

Estate of Janes
116 P.2d 438 (California Supreme Court, 1941)

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Bluebook (online)
116 P.2d 438, 18 Cal. 2d 512, 1941 Cal. LEXIS 389, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vroom-v-curtiss-cal-1941.