Ramos

Ramos v. Harkey

Good Law
123 Cal. App. 4th 67·19 Cal. Rptr. 3d 760
Court of Appeal of CaliforniaOctober 18, 2004No. C045728California2,528 words

Opinion

lead Opinion

Robie, J.

What does the phrase “my money” mean in a holographic will? Here, we conclude the trial court correctly concluded this term included bank *69 accounts and certificates of deposit, a money market account, a Fidelity U.S. Government Reserves Fund, United States treasury bills and United States savings bonds. We shall affirm.

FACTUAL AND PROCEDURAL BACKGROUND

Joseph Goyette died in 2001. He had no spouse or children when he died. He was survived by his cousins, sisters Joanne Ramos, Eleanor Harkey, and Kathryn Ramey. Over the years, Harkey and her sisters lived next door to Goyette. Harkey lived there until the date of Goyette’s death.

Goyette’s holographic will states:

At the time of his death, Goyette’s estate (appraised at $742,196.85) was comprised of the following assets:

The court appointed Goyette’s cousin, Joanne Ramos, as the administrator of his estate. In her “First & Final Report of Administration; Petition for Final Distribution; Allowance of Statutory Attorney’s and Administrator’s Compensation,” Ramos sought permission to distribute all of the above assets and the miscellaneous personal property located on the real property to James Hayward and Vivian…

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