DocketNumber: Civ. No. 22952
Citation Numbers: 166 Cal. App. 2d 4
Judges: Lillie
Filed Date: 12/10/1958
Status: Precedential
Modified Date: 10/19/2024
Contestants appeal from a judgment entered pursuant to a jury verdict in a will contest. Probate of the document was opposed on the following grounds: (1) lack of due execution, (2) unsoundness of mind, and (3) undue influence. The court directed a verdict in favor of the proponent on the first two grounds leaving the issue of undue influence for the jury’s determination, on which it returned a unanimous verdict.
Appellants contend there were procedural errors in the rendition of the verdict; there was sufficient evidence to go to the jury on the issues of due execution and mental incapacity; and the trial court committed error in refusing an
The decedent, Ella A. Woehr, died on September 25, 1956, at the age of 85. Two children, respondent Mrs. Brown and a son Reginald (the father of contestants), were born of her marriage to Charles Woehr who predeceased her in 1943. Two Los Angeles apartment buildings belonging to Charles’ estate were distributed as follows: the first to the decedent; the second, one-half to the decedent and the remaining half to their children in equal shares. Thereafter the decedent and Reginald jointly managed the operation of these properties. Mrs. Brown, her daughter, who had married in 1941 and moved to Indio, participated in the family enterprise to the limited extent of occasional examination of the books. A law school graduate and member of the bar, she had abandoned her law practice at the time of her marriage.
In 1944, the year after her husband’s death, the decedent executed a holographic will dividing her estate equally between her two children. The document also included a nondispositive clause that her three grandchildren be provided for by the estate until each had reached the age of 21. In January of 1950, during one of respondent’s monthly visits, the decedent brought out the 1944 will and advised her that she wanted to make some changes. Specifically, she told respondent that the grandchildren “were all minors when this was written, and they are growing up now and going to be on their own, so instead of just making a provision for the care of the children until they are 21, I wish to make them a definite bequest.” At decedent’s request, respondent there and then prepared several drafts of a new will which were discussed with the decedent, revised and rewritten until finally acceptable to her. The final draft was typewritten by the respondent in decedent’s presence. It bequeathed the sum of $500 each to the three appellants, all of whom had reached the age of 21; the residue, after a bequest of personal belongings to respondent, was left, share and share alike, to respondent and Reginald “or if one be deceased to the survivor.” Reginald died in 1954.
Our first discussion concerns the claimed procedural errors involving the verdict upon which judgment was entered. After all the evidence was in, the court granted respondent’s motion for a directed verdict on the first two grounds of contest, lack of due execution and unsoundness of mind. A proper form of special verdict with the customary interrogatories was fur
Appellants rely upon the provisions of section 618, Code of Civil Procedure, which provides that once the verdict is delivered and no disagreement expressed “the verdict is complete and the jury [is] discharged from the case.” However, section 618 must be read with section 619 (Sparks v. Berntsen, 19 Cal.2d 308, 313 [121 P.2d 497]),.which authorizes the correction by the jury of an informal or insufficient verdict under the advice of the court, or the court to again send out the jury. In Crowe v. Sacks, 44 Cal.2d 590, 596 [283 P.2d 689], an “insufficient” verdict was declared to be one
The original verdict was manifestly “insufficient” since it went “beyond the issues of the case as stated in the instructions on the law given by the court to the jury” (Crowe v. Sacks, supra, 596), for “ (t)he direction to render a verdict in favor of one party is the decision by the court upon a question of law” (Estate of Sharon, 179 Cal. 447, 460 [177 P. 283]). “Such decisions are within the exclusive province of the court. In giving a verdict upon such an order the jurors do not exercise discretion, but act ministerially as the instrument by which the court prepares the record which will support the only judgment that can lawfully be given. They are no more at liberty to refuse obedience than is the clerk when he is directed to do the ministerial act of entering an order or judgment of the court.” (Estate of Sharon, supra, 460.)
Appellants contend, however, that section 628, Code of Civil Procedure, which provides for entry of the verdict in the court’s minutes upon its receipt, likewise governs and that the filing by the clerk of the first proposed verdict constituted such recordation and entry that deprived the court of jurisdiction to proceed further (Sparks v. Berntsen, 19 Cal.
Still another consideration compels a conclusion contrary to appellants’ contention. If, as they assert, respondent still had her remedy by a motion for a new trial, an anomalous situation would have arisen, since the motion would have to be directed to the jury’s findings on issues as to which the trial court had already reached a determination as a matter of law and instructed the jury accordingly. Such an eventuality was foreseen by the Supreme Court in Redo y Cia v. First Nat. Bank, 200 Cal. 161, 167 [252 P. 587], in which the court observed that absent the authority of correction by the trial court of a jury’s verdict, “refractory jurors would be able to compel a new trial and thus defeat the exercise by the court of a power which it clearly possesses. ’ ’ Of course, we do not here have any “refractory jurors,” nor was there a waiver by counsel of their duty to request an immediate correction of the defect (Kirby v. Adcock, 116 Cal.App.2d 570, 571 [253 P.2d 700])—this, because of the unfortunate statement by the trial judge that the answers to the first two questions need not be read. Regardless of the rule in other jurisdictions, and appellants have cited such authorities, in California verdicts containing the defects of the type involved can either be corrected by the trial court by sending the jury back or they may be cured by the appellate court without granting a
Appellants’ second point involves the direction of a verdict on the issue of lack of due execution. Appellants contend that a prima facie case was made out by evidence that the decedent either did not or could not understand the legal effect of the “survivorship” clause giving almost her entire estate to respondent. They rely on Bradner v. Vasquez, 43 Cal.2d 147 [272 P.2d 11], in which an attorney’s contract of employment, advantage having been gained, was declared invalid in the absence of evidence overcoming the presumption of undue influence (Civ. Code, § 2235). Claiming that there is no distinction between such a contract and the instant will, appellants argue that “ (t)he client in each ease is taken advantage of and is tricked into signing a document. The
Appellants next claim that a prima facie case was made out on the issue of mental incapacity. Their argument is brief and unconvincing. The testimony of only two witnesses, the respondent and a Mrs. Thompson, was designated by appellants for incorporation in the transcript, although the record was subsequently augmented at respondent’s request to include the testimony of one appellant and six other witnesses.
Mrs. Thompson testified that she lived with the decedent for six months in 1949, leaving decedent’s home about July 1 of that year, that decedent was “childlike” on occasion and forgetful, falsely accused her and one of the appellants of stealing money and personal articles, was “very moody,” “would go in her room and stay in there,” and never left the house. She also testified that decedent was penurious, wor
The respondent was called as an adverse party; she thought that she and her mother could communicate by telepathy and narrated the details of an incident which indicated a degree of petulance on her mother’s part. Otherwise, her testimony shed no light on decedent’s mental capacity.
Mrs. Lindsey, one of the appellants, stated that her grandmother in late 1949 was “aging,” “losing her memory as many older people do” and “becoming less efficient and less capable and needed to depend more on others to help her along”; “she seemed to be weak and not very active,” that once the decedent thought a man had entered the house and hidden in a closet, that decedent was incapable of handling her business affairs, although she admittedly had not discussed such affairs with decedent.
Four intimate acquaintances of decedent were called by respondent, all of whom testified in substance that the decedent was mentally alert during the years 1949 and 1950. She indicated an intelligent interest in her business investments, current civic affairs and was physically active for her age. Otis Carter, an optometrist, fitted glasses for the decedent in October of 1949 and found her well mentally and physically. H. H. Jones saw decedent once or twice each month during 1949 and 1950. A contractor by occupation, he stated that decedent in a businesslike manner discussed the repairs he was engaged to make at the apartment buildings. Mrs. Carter corroborated her husband’s testimony, and Ruth Rice, who had known decedent since 1927, told of decedent’s intelligent conversations about her family ties and business holdings.
“ It has become the established law of this state that the power of the court to direct a verdict is absolutely the same as the power of the court to grant a nonsuit. A nonsuit or a directed verdict may be granted ' only when, disregarding conflicting evidence and giving to plaintiff’s evidence all the value to which it is legally entitled, herein indulging in every legitimate inference which may be drawn' from that evidence, the result is a determination that there is no evidence of sufficient substantiality to support a verdict in favor of the plaintiff if such a verdict were given. ’ ” (Estate of Flood,
In the case at bar there is no evidence whatever of general insanity; the few isolated departures from the normal, heretofore listed, did not bear directly upon the testamentary act here under attack. Appellants argue, however, that there was substantial evidence as a matter of law to establish the fact that decedent lacked ability to understand the nature of the testamentary act including “the trick clause” which was never explained to “her.” The plainly understandable language of the clause in question has already been quoted, and there is no evidence in the record, by inference or otherwise, that would support any such claim as to this ground of
Appellants’ next point involves the refusal of the court to read their instruction Number 10, particularly as it pertained to the value of the decedent’s estate. The instruction provided: ‘‘Although an unjust will does not of itself raise an inference of undue influence, the nature of the alleged
Appellants’ final contention relates to the court’s refusal to give certain instructions on the burden of proof as to undue influence. In this connection we observe that on the court’s own motion the entire charge was given in the court’s own language and it appears to include the specific instructions approved by and large in Estate of Teed, 136 Cal.App.2d 401, 403-404 [288 P.2d 921],
Appellants’ instructions numbered 2 and 3 would have told the jury that the respondent "was acting as attorney and lawyer for her mother, Mrs. Ella A. Woehr, at the time that she drafted the alleged will of January 18, 1950, and supervised its alleged execution” (No. 2) and that respondent "prepared and typed the alleged will ...” (No. 3). Each point was covered by the court’s instruction which declared that a confidential relationship existed between Mrs. Brown and Mrs. Woehr, and that Mrs. Brown was active in procuring the execution of the will. A party is not entitled to have the jury instructed in any particular language as long as the court correctly announces the substance of the law applicable to the case (Hooper v. Bronson, 123 Cal.App.2d 243, 254-255 [266 P.2d 590]). A lawyer-client relationship is per se a confidential one and it matters little whether Mrs.
Instruction Number 5, which the court also refused to read, was repetitious of instructions given by the court on the presumption of undue influence which arises upon the concurrent existence of the factors of confidential relationship, activity and undue profiting, and the sufficiency of “evidence to counterbalance it” (Estate of Teed, 136 Cal.App.2d 401, 405 [288 P.2d 921]). Because of such repetition, the instruction proposed was properly refused (Estate of Volen, 121 Cal. App.2d 161,166 [262 P.2d 658]). Instruction Number 6 was based on a verbatim instruction given in Estate of Pellegrini, 138 Cal.App.2d 143, 149 [291 P.2d 558] (footnote) . Once again, other instructions given by the trial court correctly explained the general meaning of the term “undue influence” and the exception thereto which occurs when there is a confidential relationship coupled with activity and undue profiting.
Appellants complain of the use of the qualifying clauses “if you find” or “if it arises” in its explanation of the law governing undue influence. They did not invade the province of the jury, since it had the duty to decide whether or not there was undue profiting by the respondent, failing which a presumption of undue influence would not arise.
There is also the complaint by appellants that undue emphasis was placed by the court on the existence of but one issue for the jury’s determination; namely, the presence or absence of undue influence. In view of the fact that the
In their reply brief, and at some length, appellants claim prejudicial error in the court’s refusal or failure to explain the legal meaning of “sound mind,'” asserting that “the issue of undue influence necessarily includes the issue of soundness of mind.” Each is a distinct ground of contest (Prob. Code, § 371) and they are related only to the extent that the trier of fact may consider the decedent’s state of mind as bearing upon his or her ability to resist importunity. (Estate of Stoddart, 174 Cal. 606, 612 [163 P. 1010].) Here the jury was instructed that it had the right to consider the physical and mental condition of Mrs. Woehr in connection with the claim of undue influence (Estate of Teel, 25 Cal.2d 520, 527 [154 P.2d 384]), and no reversible error is manifest from the failure to elaborate any further on the point in question, nor were appellants prejudiced by the court’s omission to read their proposed instructions on the asserted fraud and misrepresentation perpetrated by the proponent and which, they state, constituted part of the proof of undue influence.
We have carefully examined the instructions in their entirety and they contain a full and fair explanation of the applicable law for the guidance of the jury. No complaint ;is made that there is any lack of substantial evidence to '-support the jury’s unanimous finding that the document offered for probate was the decedent’s free and voluntary act. Examining the instructions as a whole, which the law requires, it is clear that the jury was not misled (Gordon v. Aztec Brewing Co., 33 Cal.2d 514, 519 [203 P.2d 522]).
For the foregoing reasons the judgment is affirmed.
White, P. J., and Fourt, J., concurred.