Mosk

United California Bank v. Mosk

Good Law
1964 Cal. App. LEXIS 1166·227 Cal. App. 2d 167·38 Cal. Rptr. 496·7 A.L.R. 3d 1275
Court of Appeal of CaliforniaMay 12, 1964Civ. No. 27921California1,963 words

Opinion

Lead Opinion

Kingsley, J.

Robert O. McKenzie died testate leaving a holographic will. The only portion of said will in dispute herein declares:

United California Bank, as executor of the above entitled estate, filed a petition for a decree determining interests in estate under section 1080 of the Probate Code and for instructions to executor under section 588 of the Probate Code. In response thereto a statement of interest was filed by the Attorney General of the State of California asserting that, under the terms of the decedent’s will, the residue of the estate constitutes a valid charitable trust. The Regents of the University of California filed a statement regarding the qualifications and willingness of the Regents of the University of California to serve as testamentary trustee. A statement of interest in the estate was filed by Marian Shepard alleging she is a niece and heir-at-law of the decedent and contending that the above quoted portion of the will is invalid and, accordingly, the residuary estate (which this clause purports to dispose of) passes by intestacy to the heirs-at-law of the decedent.

*169 The petition to determine interests in the estate came on regularly for hearing, at which…

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