Pratt

Pratt v. Lynch

Good Law
1969 Cal. App. LEXIS 1499·270 Cal. App. 2d 31·75 Cal. Rptr. 359
Court of Appeal of CaliforniaFebruary 21, 1969Civ. No. 32679California1,985 words

Opinion

Lead Opinion

Fleming, J.

The Attorney General, as protector of charitable trusts, appeals a judgment determining that $25,000 in the estate of C. Marie Becker passed by intestacy to Emily B. Becker, the testatrix’ next of kin, and not to a trust created by the will. The principal issue is whether the testatrix ’ will disposed of all her property or only part of it.

At the age of 82 Miss Becker wrote the following holographic will:

There was no evidence that at the time Miss Becker wrote her will she had any substantial property other than savings accounts and stocks. In January 1961 she purchased a single-premium nonrefundable annuity for $10,000. In February 1961 she purchased a second annuity for $10,000, and in April *33 1961 a third for $8,035. in March 1964, using funds from the sale of stocks and funds from her savings accounts, she purchased a single-premium nonrefundable annuity from Occidental Life Insurance Company for $41,500. From this last annuity Miss Becker collected the first monthly installment of $650 on 1 April, and then died on 17 April 1964. Her estate was appraised at $6,425, of which $6,345 consisted of six savings accounts and $80 of miscellaneous personal effects.

The…

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