Estate of Smith

Good Law
1998 Cal. App. LEXIS 82·61 Cal. App. 4th 259·71 Cal. Rptr. 2d 424·98 Daily Journal DAR 1233·98 Cal. Daily Op. Serv. 937
Court of Appeal of CaliforniaFebruary 3, 1998A077483California4,952 words

Opinion

Opinion

Parrilli, J.

— May a duly executed will be denied admission to probate based on a finding that the testator was mistaken as to how the will would dispose of her property? No. Mistake is a proper ground for contesting a will only if it negates testamentary intent, by showing the testator did not intend the document offered for probate to operate as a revocable disposition of her property effective upon her death.

This case arises on an appeal by Charles Smith from a judgment refusing to admit a statutory will with trust into probate. The trial court found (1) the will was signed by mistake; (2) it was not shown that the testator knew and approved the will’s contents and intended it to have testamentary effect; and (3) the testamentary intent reflected in the will was unclear. We reverse; the trial court’s conclusions rest on a misapplication of standards governing the validity of statutory wills in circumstances not present here, and on an overly broad view of mistake as a basis for a will contest.

Background

Belva C. P. Smith died June 4, 1996, at the age of 83. On June 27, 1996, the decedent’s daughter India Rose Smith filed a petition for probate of a holographic will dated April…

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