Walsmith v. Peltzer
Walsmith v. Peltzer
Opinion of the Court
Opinion
.—Harriette L. Peters died on October 15, 1968, aged 88, leaving a witnessed will executed some two months earlier (August 27, 1968). Thereunder appellant Peltzer, who drafted the instrument, was left one-fourth of her estate, the remainder went to her three grandchildren. It was denied probate following a nonjury trial of the contest brought by the grandchildren, also beneficiaries (but to the exclusion of Peltzer) under an earlier will. The court concluded that the purported will was made and executed as a result of the undue influence exercised by appellant Peltzer.
The sole assignment of error is the insufficiency of the evidence to support the finding of undue influence. “The rules of evidence, the weight to be accorded to the evidence, and the province of a reviewing court, are the same in a will contest as in any other civil case.” (Estate of Bristol, 23 Cal.2d 221, 223 [143 P.2d 689].) Too, in reviewing the evidence all conflicts must be resolved in favor of the prevailing party
The relevant facts are these: Appellant had been a friend of decedent for almost 30 years. Although he spent much of his time traveling about the country doing various jobs, he kept in touch with her by letter; and when in Los Angeles, he would always visit her, talk about old times and assist her in any way he could. When appellant’s mother died in 1964, decedent wrote him “a nice letter, and she said she always felt that she was a second mother to me . ...” He testified further: “I thought I was a very close friend of Mrs. Peters.” While in Los Angeles in August of 1968, he visited her and did some banking for her and they had a meal together. Later that month, when he went to say good-bye before again leaving town, decedent told appellant that her health was not too good, she would not be around too long and she wanted to do something for him.
Appellants rely on Estate of Lingenfelter, 38 Cal.2d 571, 585 [241 P.2d 990], where certain “indicia” of undue influence are restated. But that case, in turn, makes reference (p. 585) to Estate of Graves, 202 Cal. 258, 262 [259 P. 935], which lists the following facts as indicative of undue influence: “ ‘The relations between appellant and the decedent afforded to appellant an opportunity to control the testamentary act; the
It is first contended that there was no evidence of a confidential relationship between decedent and appellant Peltzer. While he once lived in her home some 28 years previously, it is pointed out that the parties thereafter visited only infrequently and corresponded irregularly; in short, while they were good friends, Peltzer was never given an opportunity by decedent to wield any influence over her decisions, testamentary or otherwise. As shown earlier, however, appellant himself testified that decedent regarded herself as his “second mother” and he was “a very close friend of Mrs. Peters.” In Estate of Cover, 188 Cal. 133, 143 [204 P. 583], the court defined the terms “confidential relation” as follows: “Confidential and fiduciary relations are, in law, synonymous, and may be said to exist whenever trust and confidence is reposed by one person in the integrity and fidelity of another.” The right of testamentary disposition being a sacred one, certainly the court could properly infer that decedent, by asking him to draft her last will and testament, reposed the necessary confidence and trust in appellant’s integrity and fidelity. Hence, “When ‘the one in whom confidence is reposed actively participates in a transaction whereby he obtains a gift from . . . the other, a presumption of undue influence arises and casts on the party who has gained the gift . . . the burden of rebutting it and showing fairness and good faith.’ [Citation.]” (Estate of Holmes, 233 Cal.App.2d 464, 467 [43 Cal.Rptr. 693].) By reason of the foregoing facts (scant though they be) and the legal principles applicable thereto, we cannot say as a matter of law that no confidential relationship existed between the parties at the time in question. Appellants seemingly overlook the established rule on appeal that “ ‘ “When two or more inferences can be reasonably deduced from the facts, the reviewing court is without power to substitute its deductions for those of the trial court.” [Citations.]”’ (Estate of Nigro, 243 Cal.App.2d 152, 156 [52 Cal.Rptr. 128].)
Among other “indicia” of undue influence mentioned in Lingenfelter, supra (38 Cal.2d 571, 585), is the unnaturalness of the instrument offered
Appellant also discusses the remaining “indicia” of undue influence mentioned in Lingenfelter, none of which is assertedly here present.
Such argument is specious, but illusory. It is directed more to the actual effect of his active participation, which cannot be denied, rather than the legal effect thereof. Upon the occurrence of such participation, coupled with the remaining two factors (confidential relations and undue profiting), a presumption of undue influence arose; the burden was then cast upon appellants to show that the will was not procured by the undue influence here asserted. (Estate of Hall, 158 Cal.App.2d 466, 474 [322 P.2d 1011].) Not once, significantly enough, is any mention made by apellants in their briefs of this presumption which has been referred to as “a rule of law and a rule of property which cannot be lightly cast aside.” (Estate of Johnson, 31 Cal.App.2d 251, 257 [87 P.2d 900].) Too, “There would be no need for such a presumption and it would serve no purpose where any supposed influence had accomplished nothing.” (Estate of Harkleroad, 62 Cal.App.2d 60, 64 [144 P.2d 88].)
The above presumption, needless to say, is rebuttable; and it is for the trier of fact to determine whether it has been overcome. (Estate of White, 128 Cal.App.2d 659, 669 [276 P.2d 11].) The final question for determination, therefore, is whether there was sufficient proof adduced by appellants to rebut such presumption. As noted earlier, the facts are quite sketchy—the transcript of testimony encompasses only 47 pages. After both sides had rested, the trial court orally announced its decision in this fashion: “All the Court can do in a case like this is bring forth his experience and his background. The Court has an opportunity to observe the witnesses, the demeanor on the stand, and evaluate the testimony accordingly. The Court’s judgment is there will be judgment for the contestants as prayed,
Judgment affirmed.
Thompson, J., and Gustafson, J., concurred.
Appellants’ petition for a hearing by the Supreme Court was denied September 24, 1970.
Appellant Vaughn is a party to this proceeding solely by reason of the fact that she petitioned for probate of the instrument asking for the issuance to her of letters of administration with-the-will-annexed; accordingly, when mention is hereinafter made of “appellant,” it will refer to Peltzer.
One of the respondents testified that his grandmother suffered a stroke in the latter part of 1967; thereafter her health declined to the point where she gave him a power of attorney to conduct her business affairs.
Such remaining “indicia” are (1) the dispositions of the will were at variance with the decedent’s intentions expressed before and after its execution; (2) the relations between the parties afforded the proponent an opportunity to control the testamentary act; (3) decedent’s mental and physical condition permitted subversion of her will; and (4) activity by the proponent in procuring the will’s execution.
Reference
- Full Case Name
- Estate of HARRIETTE L. PETERS, Deceased HAROLD L. WALSMITH, JR., and v. FRED J. PELTZER, and
- Cited By
- 2 cases
- Status
- Published