Brown v. Bank of America National Trust & Savings Ass'n

PATROSSO, J. pro tem.* This is an appeal from a decree determining heirship. The appellant is Lúcele Brown, a sister of the predeceased wife of the testator and the respondent is Mildred Lucille Brown Popp, a niece of the said predeceased wife.

By paragraph Third of his will, the decedent gave, devised and bequeathed the whole of his estate to the wife Nora E. Harris. Paragraph Fourth of the will, with which we are here concerned, reads as follows:

“Fourth: In the event my said wife should predecease me, or die prior to the distribution of my estate, I give, devise and bequeath my property and estate as follows:

“To my nieces, Lillian George of New York, Ruth Green-wall of Ohio and Lucille Evans of Ohio, and to my wives nieces Lúcele Brown of Ohio, and nephews John Henry Brown of Ohio, Wendell Brown of Los Angeles and Morris Swan of Temple City, California, share and share alike.”

While the language of paragraph Fourth is clear upon its face, a latent ambiguity is inherent therein by reason of the uncertainty as to the identity of the person therein referred to as “my wives nieces Lúcele Brown of Ohio.” The appellant whose true name is Bernice Lúcele Brown, but who was also known as Lúcele Brown, is a resident of Ohio, but is a sister and not a niece of the testator’s predeceased wife, while the respondent Mildred Lucille Brown Popp, who was also known as Lucille Brown prior to her marriage, is the niece of the predeceased wife, but is a resident of Los Angeles County and not of the State of Ohio.

In this situation extrinsic evidence was properly admitted by the trial court to remove the ambiguity. (Estate of Nunes (1954), 123 Cal.App.2d 150, 155 et seq. [266 P.2d 574].) Such evidence was conflicting, but that favorable to the respondent and supporting the trial court’s finding that she is the person referred to as Imeele Brown is to this effect: Respondent is a niece of the testator’s predeceased wife; [844]she was commonly referred to by her entire family as Lucille and also so referred to by the testator and his predeceased wife, while the appellant was referred to by the deceased wife as Bernie or Bernice; respondent lived in Ohio prior to coming to California and was visited by the testator and his wife in Ohio. When respondent moved from Ohio to California in 1943 she and her daughter lived with the testator and his wife for six months, and when she purchased a home in San Gabriel, testator and his wife assisted her in deciding which home to buy and loaned her $767, without interest, with which to make the down payment on the home. After respondent moved into her home, respondent saw her aunt on the average of once a week and both respondent and her daughter were the recipients of Christmas gifts from her aunt, and respondent’s daughter also received birthday presents from her. It also appears that the respondent was affectionately regarded by her aunt.