Bollinger v. Bollinger

99 P. 196, 154 Cal. 695, 1908 Cal. LEXIS 383
California Supreme Court·Decided December 19, 1908·No. S.F. No. 4305.·Published·Cited by 38 cases

Opinion

HENSHAW, J.

The following opinion in the above-entitled cause was handed down by the district court of appeal of the first appellate district:

“This action was brought, by plaintiff Mary A. L. Bollinger, to have it decreed that certain property conveyed by the late husband of plaintiff, Christian Bollinger (now deceased) to George Y. Bollinger, without consideration, was community property of plaintiff and her late husband, and that George Y. Bollinger holds one half thereof in trust for plaintiff, etc., etc.

“Plaintiff made not only George Y. Bollinger, who is a son of Christian Bollinger, defendant, but also made the other children of Christian Bollinger, and William Pulían and George Pulían, as executors of the will of Mary 'C. Pulían, a daughter of Christian Bollinger, who died subsequently to his decease, and the children and certain grandchildren of said Mary C. Pulían, defendants.

“Answers were made to plaintiff’s complaint by George Y. Bollinger as well as by others of the defendants, and upon the trial the findings and judgment were against plaintiff, and no appeal has been taken by her, or her representatives (she having died after the commencement of the action.)

“William Pulían and George Pulían, individually and' as executors of the will of Mary C. Pulían, besides answering plaintiff’s complaint, filed a cross-complaint against defendant, George Y. Bollinger, to which they also made all the other defendants as well as the plaintiff defendants, by which they sought to have it decreed that the same transfers of said property by Christian Bollinger to defendant George Y. Bollinger, were obtained through the undue influence and fraud of said George Y. Bollinger, and that ever since said transfers he has held the legal title to the property transferred in trust for Christian Bollinger until his death, and that therefrom he has held and now holds the legal title to one fifth of said property *698 in trust for cross-complainants, and that he be compelled to transfer one fifth thereof to said cross-complainants.

“Upon the trial of the issues made by said cross-complaint and the answer thereto of George Y. Bollinger, William and George Pulían, as executors of the will of Mary C. Pulían, recovered judgment to the effect that George Y. Bollinger holds in trust for said executors of the will of Mary C. Pulían one fifth of certain property therein described, and directing transfer thereof accordingly.

“From this judgment, and the order denying his motion for a new trial, said George Y. Bollinger has appealed.

“I. Appellant contends that reversible error was committed by -the court in overruling his demurrer to repondents’ cross-complaint. The cross-complaint contains two counts, and the demurrer is to each count. Appellant discovers in each count four distinct causes of action, to wit, (1) an alleged cause of action for undue influence exercised by George Y. Bollinger over Christian Bollinger; (2) an alleged cause of action for defrauding Christian Bollinger by George Y. Bollinger; (3) an alleged cause of action for defrauding the surviving children and the children of the deceased child of Christian Bollinger by George Y. Bollinger; and (4) an alleged cause of action to enforce a trust in favor of the surviving children and the children of the deceased child of Christian Bollinger.

“It is claimed that the two first alleged causes of action are actions that might have been brought by Christian Bollinger in his lifetime, and on his death passed to his estate, while the last two are actions in favor of his children, and in which his estate has no interest, and for this reason that said actions are improperly joined.

“It is certain that the cross-complaint does contain some .allegations pointing to an action in favor of Christian Bollinger’s estate; but on the trial of the action the court found against the allegations of the cross-complainant in this regard, and found such facts as support an action to establish and enforce a trust in favor of the children of Christian Bollinger, of whom Mary C. Pulían, respondents’ testatrix, was one at the time of his death, and the decree enforces the trust in favor of the respondents as executors of her will only.

“The facts alleged and found bring the case, as to the rights of Mary C. Pulían, upon the death of Christian Bollinger, *699 clearly within the rule laid down in Brison v. Brison, 75 Cal. 525, [7 Am. St. Rep. 189, 17 Pac. 689]; 90 Cal. 323, [27 Pac. 186]; Nordholt v. Nordholt, 87 Cal. 552, [22 Am. St. Rep. 268, 26 Pac. 599]; Hayne v. Hermann, 97 Cal. 259, [32 Pac. 171].

“The prayer of the cross-complaint sought only to enforce a trust in one fifth of the property conveyed, as a right that inured to Mary C. Pulían upon the death of Christian Bollinger and the repudiation of the trust by appellant.

“As before stated, the court found against the allegations of the cross-complaint and in favor of the appellant upon the matters tending to support actions in favor of the estate of Christian Bollinger. Under these circumstances we think it clear that appellant could not. have been injured by the ruling of the court upon the demurrer, even though such ruling may have been erroneous. Judgment should-not be reversed for errors that do not affect the substantial rights of the parties. (Code Civ. Proc., sec. 475; Reynolds v. Lincoln, 71 Cal. 183, [9 Pac. 176, 12 Pac. 449]; Angell v. Hopkins, 79 Cal. 181, [21 Pac. 729]; Hirschfeld v. Weill, 121 Cal. 13, [53 Pac. 402].)

“II. Upon the trial it was shown that prior to the filing of the cross-complaint, the decree of distribution of the estate of Mary C. Pulían, deceased, had been made and entered. By this decree her estate described as consisting of $1688.30, was distributed to her legatees. The decree also contained the words: ‘And any other property not now known or discovered, which may belong to the said estate, or in which the said estate may have any interest, be and the same is hereby distributed as follows, etc., etc.’ The receipts of the distributees, acknowledging in general terms the receipt of the property of the estate in accordance with the decree, were also in evidence. It is not contended, however, that the legatees did receive the property in this action sued for, or that the executors have ever been discharged. It is insisted, however, that the evidence above mentioned showed that respondents, as executors of the estate of Mary C. Pulían, are not entitled to recover.

“This objection, we think, goes to the legal capacity of the respondents to sue, and should have been taken by the answer in order to avail appellant.

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Bollinger v. Bollinger, 99 P. 196, 154 Cal. 695, 1908 Cal. LEXIS 383 (Cal. 1908).

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