Adams v. Young

255 Cal. App. 2d 145, 62 Cal. Rptr. 877, 1967 Cal. App. LEXIS 1252
CourtCalifornia Court of Appeal
DecidedOctober 18, 1967
DocketCiv. 29854
StatusPublished
Cited by8 cases

This text of 255 Cal. App. 2d 145 (Adams v. Young) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Adams v. Young, 255 Cal. App. 2d 145, 62 Cal. Rptr. 877, 1967 Cal. App. LEXIS 1252 (Cal. Ct. App. 1967).

Opinion

FORD, P. J.

This appeal presents the question as to whether the trial court’s determination that the defendant Belle Wiley Young holds in trust an undivided one-half interest in certain acreage in San Marino and must convey that interest to the executor and executrix of the estate of. May Wiley Adams, deceased, has substantial support in the record when viewed in the light of the applicable law. The action was brought by Wiley B. Adams, individually and as cóexecutor of the will of May Wiley Adams, deceased, his mother, against Belle Wiley Young, individually and as co-executrix of the will of May Wiley Adams, deceased, her sister.

Belle Wiley Young, and May Wiley, Adams were twin sisters, bora on May 27, 1880. Their mother was Nellie. Wiley. Mrs. Wiley died .on.May 27, 1924.."May married Burton.G. Adams] on May .25-, "190.4.. The plaintiff. is .their. only, 'child. Biirton G. Adams "died on or about July 2, 1940. .He and-May *146 Wiley Adams had then been separated for approximately twenty years. Belle married Edward R. Young in 1907. Mr. Young died in 1955. May Wiley Adams died on June 30, 1961. The present action was commenced on February 25, 1963.

The evidence covered a span of time of more than half a century. The property involved is a parcel of approximately 5 acres in San Marino. Nellie Wiley entered into a contract dated February 17, 1910, with the owner of the property, Huntington Land and Improvement Company, a corporation. Thereunder she agreed to purchase the land for the price of $25,326, the purchase price being payable in four instalments as follows: $8,442 on delivery of the agreement; $4,221 on or before August 17, 1910; $4,221 on or before February 17, 1911; and $8,442 on or before February 17, 1912. Nellie Wiley executed a written assignment, dated March 31, 1910, of her interest in the contract and in the land to her daughters, May and Belle. This assignment was written on the contract, the body thereof being in the handwriting of ' Mr. Young. By a writing dated October 30, 1911, May and Belle reassigned to their mother, Nellie Wiley, their interest in the contract and in the land; the reassignment was written on the contract itself and the body thereof was in Mr. Young’s handwriting. By a grant deed dated September 17, 1911, and recorded on November 15, 1911, Huntington Land and Improvement Company conveyed the parcel of land to Nellie Wiley and by a grant deed dated September 29, 1911, and recorded on November 15, 1911, Nellie Wiley conveyed the land to Belle. The record title has been in the name of Belle since that date. On November 15, 1911, a mortgage of the property, dated August 17, 1911, executed by Nellie Wiley in favor of Huntington Land and Improvement Company was also recorded. A satisfaction of that mortgage was thereafter recorded on April 6, 1912. The respective dates of payment of the four instalments of the purchase price were March 17, 1910, August 17, 1910, February 20, 1911, and April 6, 1912. The court found that the first three payments were made by Nellie Wiley and the last payment by Belle and May.

As set forth in the joint pretrial statement, one of the matters as to which the parties were in agreement was as follows : “At all times here in question, a relationship of trust and confidence existed between May Wiley Adams and defendant [Belle Wilej*- Young] and between defendant and Nellie Wiley, her mother. ” During the period of time from Decern *147 ber 4, 1916, to November 28, 1960, May Wiley Adams made payments on account of real property taxes on the San Marino land, the payments generally being equal to one-half of the taxes for such years. 1 She also paid portions of other expenses relating to that land, including sewer assessments, a weed assessment, the charge for a survey, the expense of lot cleaning and the cost of signs.

In her holographic will dated May 3, 1961, executed less than two months before her death, May made no mention of the San Marino property. That will contained no residuary clause. But in an earlier holographic will, executed in 1937. May devised and bequeathed to her son Wiley all of her real and personal property except that she devised “that undivided interest in Lot 2, San Marino Park San Marino to my sister in lieu of debt” and her one-half undivided interest in another parcel of real property to Belle’s daughters.

It was stipulated that, except in isolated instances, all of the property taxes, assessments and other expenses relating to three parcels of real estate, record title to which stood in the names of May and Belle as tenants in common, were paid by the two sisters in equal shares. It was further stipulated that, except in isolated instances, all of the property taxes, assessments and other expenses relating to two parcels of real property, as to which the record title stood in the name of May alone, were paid by May alone. A stipulation similar to that last noted was made as to payments of the same nature with respect to two other parcels of land, the record title to which stood in the name of Belle alone, the stipulation being that the payments were made by Belle alone.

The plaintiff Wiley B. Adams, who was 52 years old at the time of the trial in 1964, testified that he first heard of the San Marino property in 1927 during a conversation with his mother, May Wiley Adams, at their home in Pasadena. He went with her to the property on one occasion in that year after she told him that she was going to look at some property which Belle and she owned for the purpose of seeing whether the weeds had been removed. In 1936 he assisted her in preparing material for her income tax return and *148 she showed him the cancelled cheeks for one-half of the taxes on the San Marino land. In 1943 she told him that she still owned the property. Several years later she told him that she still owned it and said: “I don’t know what we want to do about it. We have no plans.” In March of 1961 he obtained information for May’s income tax return from Belle; he asked her for the checks relating to the taxes on the San Marino land and Belle handed him checks which had been signed by his mother. May lived with Belle in the years 1944-1961.

Belle Wiley Young was a witness at the trial. She was then approximately 84 years old and exhibited difficulty in recalling past events. She testified that she and May trusted each other and each loaned money to the other • without the use of promissory notes. On properties which they owned together they shared expenses and on properties which they owned separately the one owning the property paid the expenses, except that there were occasions when one would aid the other. As early as 1910 Belle observed that May’s marriage was not a happy one. Belle and her mother disliked May’s husband, Burton Adams, an attitude which went back to the year 1910 or earlier. Belle further testified that she and her mother bought the San Marino property. Belle was not financially able to handle the transaction herself and for that reason she had to obtain the aid of her mother. The mother purchased the property in her own name and made the down payment of approximately $8,000. She believed that her mother also made the second and third payments.

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Bluebook (online)
255 Cal. App. 2d 145, 62 Cal. Rptr. 877, 1967 Cal. App. LEXIS 1252, Counsel Stack Legal Research, https://law.counselstack.com/opinion/adams-v-young-calctapp-1967.