Case ID: cal_172/html/0482-01.html
Source: Caselaw Access Project
Author: {"author": "SHAW, J.", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

[L. A. No. 4478.
    Department One.
    April 13, 1916.]
    In the Matter of the Estate of EDWARD B. BRANICK, Deceased; JAMES BRANICK, Appellant, v. SARAH A. E. LARGE et al., Respondents.
    Will—Letter to Brother of Writer—Want of Testamentary Intent.—A letter, forming one of a series of about thirty written from time to time to the brother of the writer, informing him of the purchase of certain properties, requesting his assistance in-financing the purchase and closing with the expressions “of course these both propertys goes to you and Charley if I should pass in before yous do only I wish Mary would be taken care of in case anything should happen Joe her soné I know fany would drop marys help she would have t'o shift for her self, regards to all (signed) Ed.,” will not he deemed testamentary in character, where the surrounding circumstances show that the writer understood the nature and requirements of a will.
    APPEAL from an order of the Superior Court of Los Angeles County refusing to admit an alleged will to probate. Frederick W. Houser, Judge.
    The facts are stated in the opinion of the court.
    F. W. Walden, for Appellant.
    Allen & Weyl, and Slosson & Mitchell, for Respondents.
   SHAW, J.

The appeal is from an order refusing to admit to probate a document claimed to be the last will of the decedent.

The facts are these: On the 9th of December, 1913, the decedent formally executed a will in the presence of witnesses, both of whom signed it, and the execution was attended with all the formalities the statute requires. Afterward, and on September 22, 1914, he wrote a letter to his brother. His brother’s name is James but was referred to as “Jim.” The letter to his brother is as follows:

“Los Angeles, California, Sept. 22, 1914.
“Well Jim everything is straightened out this place is in Hyde Park out side of Los Angeles I gave $6400 for it is a drug store and grocery store and fiats a house 2 story I get rent $75 for the house of corse they will move same as hurón st. I may sell a gain there is a man looking at it I gave him till the first of this month if he want it if not I will keep it I paide $3400 down and the mortgage three thousand dollars is due in November now Jim if you or Charley has any money that is not used you can let me have it I will pay youse the same interest as I have to pay that is if dont sell it I will let you know if I do then I dont want you to sell anything that is charging interest you nor Charley if you have it will wright and all wright if youse havent it of course these both propertys goes to you and Charley if I should pass in before yous do only I wish that Mary would be taken care of in case anything should happen Joe her soné I know fany would drop marys help she would h..*e' to shift for her self, regards to all Ed.”

At the end of this letter are several expressions which it is here contended are testamentary in character. This letter was one of about thirty letters written from time to time to his brother. The words in this letter are grouped together without punctuation and the alleged testamentary expressions are. the following: “ Of course these both propertys goes to you and Charley if I should pass in before yous do only I wish. Mary would be taken care of in ease anything should happen Joe- her soné I know fany would drop marys help she would 'have to shift for her self, regards to all (signed) Ed.” It appears that two months afterward the decedent undertook to make a holographic will, but made it on a printed form, and not being all in his handwriting it was invalid. In it he stated that he was having no witnesses because he understood that witnesses were not required in California.

The court below found the letter of September 22d was not testamentary in character, and under the circumstances it was fully justified in so holding. • It is' quite clear that the testator understood the nature and requirements of a will. It was a fair inference from all the evidence that he fully understood the character of the document that he should execute as a will. The letter in question as a whole does not disclose any purpose or intent to dispose of his estate. The remarks claimed to be testamentary were apparently casual statements intended as information merely. Under the decisions in Estate of Richardson, 94 Cal. 63, [15 L. R. A. 635, 29 Pac. 484], and Estate of Meade, 118 Cal. 428, [62 Am. St. Rep. 244, 50 Pac. 541], we think he had no testamentary intent in writing this letter to his brother.

The order is affirmed.

Sloss, J., and Lawlor, J., concurred.'