general disinheritance clause (California) · Go Syfert
← California issues

general disinheritance clause in California

5 California opinions name it 2 courts 1955–2020 0 in the last five years

The cases below were cited by California courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (2)

CaseFollowedCited
Estate of Browngreen
calctapp · 1958 · cited in 2 California opinions naming this issue, 1980–1980
2 sentences

1980The court stated that a general disinheritance clause is enough to prevent pretermission: “The courts of California have held repeatedly and consistently that a testator’s declaration in his will that he has intentionally omitted to provide for his heirs is a sufficient expression of his intentional omission of provision for children.” (P. 383.) (Italics added.) The court in Estate of Brown (1958) 164 Cal.App.2d 160, 161 [ 330 P.2d 232 ], declared that a no-contest clause disinheriting persons who establish their relationship to the decedent bars pretermission of four children, despite a provi

1980The court stated that a general disinheritance clause is enough to prevent pretermission: “The courts of California have held repeatedly and consistently that a testator’s declaration in his will that he has intentionally omitted to provide for his heirs is a sufficient expression of his intentional omission of provision for children.” (P. 383.) (Italics added.) The court in Estate of Brown (1958) 164 Cal.App.2d 160, 161 [ 330 P.2d 232 ], declared that a no-contest clause disinheriting persons who establish their relationship to the decedent bars pretermission of four children, despite a provi

22
In Re Estate of Hassellgreen
cal · 1914 · cited in 1 California opinions naming this issue, 1980–1980
2 sentences

1980As to the meaning of the term, “heirs,” the court in Estate of Hassell (1914) 168 Cal. 287, 289 [ 142 P. 838 ], makes it quite clear that it means basically children although it may include others.

1980As to the meaning of the term, “heirs,” the court in Estate of Hassell (1914) 168 Cal. 287, 289 [ 142 P. 838 ], makes it quite clear that it means basically children although it may include others.

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in California. Read the followed side critically anyway.

Also cited on this issue (4)

CaseCitedYears
Estate of Axcelrod v. Pocker green
cal · 1944
2 sentences

1972(Estate of Axcelrod, 23 Cal.2d 761 [ 147 P.2d 1 ].)” (44 Cal.2d at pp. 148-149.) As to the second exception, whether the testator made provision for his spouse in the will, the court states: “It being necessary for the testator to have ‘in mind’ a ‘momentous’ occasion such as marriage, it follows that merely naming or giving a legacy to a person by name . . . with no indication that she may be a prospective spouse, is not enough to prevent revocation.

1972(Estate of Axcelrod, 23 Cal.2d 761 [ 147 P.2d 1 ].)” (44 Cal.2d at pp. 148-149.) As to the second exception, whether the testator made provision for his spouse in the will, the court states: “It being necessary for the testator to have ‘in mind’ a ‘momentous’ occasion such as marriage, it follows that merely naming or giving a legacy to a person by name . . . with no indication that she may be a prospective spouse, is not enough to prevent revocation.

21955–1972
Estate of Pryor green
calctapp · 2009
2 sentences

2020The principles of statutory construction are well- established. “ ‘We begin by examining the statutory language, giving the words their usual and ordinary meaning.’ ” (Estate of Pryor (2009) 177 Cal.App.4th 1466, 1471 .) “The words of the statute must be construed in context, keeping in mind the statutory purpose, and statutes or statutory sections relating to the same subject must be harmonized, both internally and with each other, to the extent possible.” (Dyna-Med, Inc. v. Fair Employment & Housing Com. (1987) 43 Cal.3d 1379, 1386-1387 .) “ ‘If there is no ambiguity, then we presume the law

2020The principles of statutory construction are well- established. “ ‘We begin by examining the statutory language, giving the words their usual and ordinary meaning.’ ” (Estate of Pryor (2009) 177 Cal.App.4th 1466, 1471 .) “The words of the statute must be construed in context, keeping in mind the statutory purpose, and statutes or statutory sections relating to the same subject must be harmonized, both internally and with each other, to the extent possible.” (Dyna-Med, Inc. v. Fair Employment & Housing Com. (1987) 43 Cal.3d 1379, 1386-1387 .) “ ‘If there is no ambiguity, then we presume the law

12020–2020
Dyna-Med, Inc. v. Fair Employment & Housing Commission red
cal · 1987
1 sentence

2020The principles of statutory construction are well- established. “ ‘We begin by examining the statutory language, giving the words their usual and ordinary meaning.’ ” (Estate of Pryor (2009) 177 Cal.App.4th 1466, 1471 .) “The words of the statute must be construed in context, keeping in mind the statutory purpose, and statutes or statutory sections relating to the same subject must be harmonized, both internally and with each other, to the extent possible.” (Dyna-Med, Inc. v. Fair Employment & Housing Com. (1987) 43 Cal.3d 1379, 1386-1387 .) “ ‘If there is no ambiguity, then we presume the law

12020–2020
Switzer v. Wood green
· 2019
1 sentence

2020The principles of statutory construction are well- established. “ ‘We begin by examining the statutory language, giving the words their usual and ordinary meaning.’ ” (Estate of Pryor (2009) 177 Cal.App.4th 1466, 1471 .) “The words of the statute must be construed in context, keeping in mind the statutory purpose, and statutes or statutory sections relating to the same subject must be harmonized, both internally and with each other, to the extent possible.” (Dyna-Med, Inc. v. Fair Employment & Housing Com. (1987) 43 Cal.3d 1379, 1386-1387 .) “ ‘If there is no ambiguity, then we presume the law

12020–2020

← Caselaw search · G Cite Topics · Brief Check