Athens Masonic Lodge v. Leeper

247 P.2d 939, 113 Cal. App. 2d 160, 1952 Cal. App. LEXIS 1350
CourtCalifornia Court of Appeal
DecidedSeptember 20, 1952
DocketCiv. 8087
StatusPublished
Cited by5 cases

This text of 247 P.2d 939 (Athens Masonic Lodge v. Leeper) 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
Athens Masonic Lodge v. Leeper, 247 P.2d 939, 113 Cal. App. 2d 160, 1952 Cal. App. LEXIS 1350 (Cal. Ct. App. 1952).

Opinion

SCHOTTKY, J.

pro tern.—Frank Weber, a resident of Yolo County and a large landowner, died on November 17, 1949, at the age of 83. He left an estate of the appraised value of $597,020.28: For the last 20 years or more of his life he roomed and boarded at the Beltrami Hotel in Broderick, Yolo County, the property being owned by Mr. Weber and the hotel being operated by his tenant, Mrs. Irene Beltrami. There *163 were three sons in the Beltrami family, whose names and ages at the time of Weher’s death were William, 27; Nichola, 30; and Dino, 32.

About two years prior to his death Weber began to gradually weaken physically, so that during the last seven or eight months of his life he had difficulty in walking alone and usually had someone accompany him and hold his arm so he would not fall. In October, 1947, Weber employed William Beltrami to take care of his books, drive him to his ranches and other places, and during the last year of Weber’s life, as Weber’s physical condition declined, William Beltrami assisted him to dress and acted as his nurse, companion and general helper, receiving for such services the sum of $200 per month. Weber had never married and left no issue or other heirs.

On November 22, 1949, William Beltrami filed a petition for probate of a will of Frank Weber dated May 27, 1949, which will made specific bequests to three children’s homes, three lodges, to the members of the Beltrami family and to several other persons. The residue was left to three children’s homes and lodges and William Beltrami was named as executor. Under this will Beltrami would receive approximately $70,000.

On December 8, 1949, appellant Thomas B. Deeper, who had been Weber’s attorney for 35 years, filed a petition for probate of a document, dated July 20, 1949, purporting to be a copy of the will of Frank Weber, said petition alleging that the original will had been lost after the death of Weber. Said document made specific bequests to a number of children’s and fraternal organizations, to the members of the Beltrami family, to appellant Deeper and a large number of other persons. The residue was left one-half to Deeper and one-half to William Beltrami, who were also named as executors. Under this will appellant Deeper would receive approximately $200,000, and Beltrami approximately $145,000.

Appellant. Thomas B. Deeper filed a contest to the will of May 27,1949, upon the ground that it was executed by Weber while under the undue influence of William Beltrami, and the respondents Athens Masonic Dodge, Shriners Hospital for Crippled Children, and Independent Order of "Odd Fellows’ .Children’s Home, who were legatees and residuary legatees ■under the May .27, 1949] will, each filed a contest of the purported July 20, 1949, will, opposing.the .probate of said last will on various grounds. However, prior to the,trial' each contestant dismissed all of the causes of action except the one *164 that the deceased never executed the purported will of July-20, 1949.

It was stipulated by the opposing parties that the contest to the July 20, 1949, will should be tried first, and that in the trial of said contest - the order of proof should be as follows: “Proponents of said will shall first introduce such evidence as they may desire to establish their prima facie case for the admission of said Will to probate. Such evidence shall be presented before the jury, and the witnesses testifying as a part of said evidence shall be subject to cross-examination by Contestants. After proponents have presented their prima facie case, Contestants shall proceed to present their case, following which Proponents shall introduce such further evidence as they may desire. Opening statements may be made by both Proponents and Contestants prior to the introduction of any of the evidence. In final argument Contestants shall open and close. ’ ’

The procedure agreed upon by the parties is substantially in accord with that prescribed by our Supreme Court in the very recent case of Swift v. Superior Court, 39 Cal.2d 358, at page 364 [247 P.2d 6], as follows:

“In the interest of establishing a definite rule of procedure to be followed under such circumstances, we believe that it is appropriate for this court to declare that when a will is contested before probate and either party demands a jury trial of any issue as to which the right to a jury trial exists (Prob. Code, § 371) the trial court cannot proceed with any phase of the hearing in the absence of a jury but must impanel a jury at the outset. Thereupon, the proponents of the will must make a prima facie showing that the will was executed in all particulars as required by the Probate Code.”

Following a trial before a jury a verdict was rendered on October 19, 1950, that the will of July 20, 1949, was not executed by Frank Weber, and thereafter, on November 3, 1950, the court made and filed its findings of fact and conclusions of law and its judgment denying admission of the purported will to probate, Proponent Leeper’s motions for a directed verdict, judgment notwithstanding the verdict, disqualification of the trial judge to hear the motion for a new trial, and for a new trial were denied and he has appealed from the judgment and from the orders denying each of said motions. He has also appealed from the order refusing to retax costs against him.

*165 Appellant has filed an opening brief consisting of 192 pages and has filed no closing brief. Appellant has devoted 160 pages of his brief to his principal contention upon this appeal, which is that the evidence does not sustain the verdict and the judgment entered thereon.

As this court said in Estate of Trefren, 86 Cal.App.2d 139, at pages 141-142 [194 P.2d 574]:

“In reviewing the sufficiency of the evidence in an action involving a will contest, the test to be applied by an appellate court is the same as that which applies on other appeals, namely, whether or not there is any substantial evidence to support the findings of the jury or trial court. All questions of the weight of the evidence and the credibility of the witnesses are for the jury and the trial court, and if there is any substantial evidence to support the verdict or finding it cannot be set aside by the reviewing court, although said court may believe the great preponderance of the evidence was the other way. (See In re Pessagno’s Estate, 58 Cal.App.2d 390 [136 P.2d 644]; Estate of Downey, 51 Cal.App.2d 275 [124 P.2d 637]; Estate of Hansen, 38 Cal.App.2d 99 [100 P.2d 776]; Estate of Miller, 16 Cal.App.2d 141 [60 P.2d 492].) As in other cases involving the sufficiency of the evidence to sustain a verdict or finding, the power of the appellate court begins and ends with a determination as to whether there is any substantial evidence, contradicted or uncontradicted, which will support the conclusion of the trier of the facts.

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Cite This Page — Counsel Stack

Bluebook (online)
247 P.2d 939, 113 Cal. App. 2d 160, 1952 Cal. App. LEXIS 1350, Counsel Stack Legal Research, https://law.counselstack.com/opinion/athens-masonic-lodge-v-leeper-calctapp-1952.