Myers

Myers v. Bank of America

Good Law
111 Cal. App. 3d 46·168 Cal. Rptr. 311·1980 Cal. App. LEXIS 2292
Court of Appeal of CaliforniaOctober 8, 1980Civ. No. 4294California1,803 words

Opinion

Lead Opinion

Pierson, J.

The last will and testament of Leta Puckett, deceased, was filed with the court September 15, 1976. During probate, appellant Lena Lee Myers filed a petition for determination of entitlement to distribution. She alleged that as first cousin of decedent, she was the sole heir at law of Leta Puckett and thus was entitled to any intestate property. Bank of America National Trust and Savings executor and trustee under the will, filed objections. The trial court found there was no intestate property and that appellant had no interest in the trust property or income from such property.

The following portions of the decedent’s last will and testament are pertinent to this appeal and to the hearing on the petition for of entitlement heard April 13, 1978:

*50 Appellant contends that the net income produced by the trust will substantially exceed the amount to be used for two scholarships per year, and that the excess is intestate property since no provision was made for its distribution under the will. Respondent contends that the doctrine of cy pres should apply to dispose of the excess income.

The trial court’s findings of fact included: “3. That the testratix’ [szc] intention…

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