Brooks v. Whitman

10 P.2d 1007, 122 Cal. App. 660, 1932 Cal. App. LEXIS 1037
CourtCalifornia Court of Appeal
DecidedApril 19, 1932
DocketDocket No. 8275.
StatusPublished
Cited by5 cases

This text of 10 P.2d 1007 (Brooks v. Whitman) 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
Brooks v. Whitman, 10 P.2d 1007, 122 Cal. App. 660, 1932 Cal. App. LEXIS 1037 (Cal. Ct. App. 1932).

Opinion

PARKER, J., pro tem.

The case at bar is a suit in equity seeking the specific enforcement of a parol agreement to bequeath and devise made by Walt Whitman, deceased. The parties defendant are the heirs and devisees under the will of said decedent and also the executor of said testament. It might be noted, in passing, that since the institution of the action certain defendants have died and substitution has been made. Preliminary to a statement of the facts, we may discuss generally the nature of actions of this character.

Under the provisions of section 1624 of the Civil Code and section 1973 of the Code of Civil Procedure, any agreement to devise or bequeath property or to make provision for any persons by will must be in writing. However, the courts in the exercise of an equitable jurisdiction have, to some extent, relaxed the rule, to the extent that parol agreements may and will be enforced pursuant to established and well-defined principles of equity jurispru *662 dence. (Wolf v. Donahue, 206 Cal. 213, 220 [273 Pac. 547]; O’Brien v. O’Brien, 197 Cal. 577 [241 Pac. 861].)

In order that plaintiff might succeed, there were two things she must show. First, that by parol the decedent had agreed to devise or bequeath to her his property; second, that there were present those exceptional facts compelling equitable aid.

The finding of the trial court is as follows: The court finds that it is not true that plaintiff and Walt Whitman entered into an agreement wherein and whereby it was agreed by and between them that if the plaintiff should provide said Walt Whitman with a comfortable home, food and lodging and give him all the care and attention that he required for his comfort and health, the said Whitman would make, execute and publish a will wherein and whereby he would give all of his property to plaintiff, save and except certain specified bequests to others. This finding, while perhaps subject to some criticism as to form, nevertheless is in direct response to the allegations of the complaint, and the finding is made in the exact language of the said complaint. Appellant concedes that if this finding is sustained, the appeal falls.

The evidence before the trial court consisted entirely of that offered by plaintiff. There was testimony to the effect that Walt Whitman was a man of declining years. He had suffered a paralytic stroke and was confined to a hospital in a generally weakened condition, though with no immediate expectancy of death. Plaintiff was a married woman, living with her husband and family. For some years she had known Whitman and had been his friend, and more or less generally interested in his welfare. In the early part of 1925 or thereabouts Whitman, after some months in a hospital, deemed it best to seek private care. Accordingly he was moved to the home of plaintiff, accompanied by a trained nurse. According to the testimony of plaintiff, in the early part of February, 1925, at her home, she held a conversation with Whitman at which time there was present her husband, her son, the nurse, Miss Drake, and, of course, Whitman. In that conversation and at that time and place Whitman said he thought he would like to dismiss the nurse and make some other arrangements. He asked plaintiff if she would be willing to take care of him, realizing that

*663 he was not in a condition to take care of himself, and suggested to plaintiff that- she would have to take care of him when the nurse left. He then stated that some arrangements would have to be made for that,. Quoting the record verbatim: “The Court: Kindly tell what he said and what you said in reply thereto, ... A. [The plaintiff.] He said, ‘I am about to let the nurse go, and we have to make some different arrangements. Will you take care of me? As compensation for taking care of me I will make a will in your favor. Whatever I have when I die is for you. Will that be agreeable to you?’ I said, ‘Yes, it will.’ ” This testimony, corroborated by the son and husband, is relied on as establishing the agreement. True, there is other testimony as to the fact that Whitman did make a will (subsequently destroyed) in favor of plaintiff, and also testimony that Whitman had told others after the date of the alleged agreement, that plaintiff was to be the beneficiary under his will and that he had made a will so providing.

The making of a will is absolutely no evidence of an agreement to make a will. As was said in Monsen v. Monsen, 174 Cal. 97, 102 [162 Pac. 90, 92] : “The making of a will has no tendency to show that there is a contractual obligation to make such will.” (See, also, Zellner v. Wassman, 184 Cal. 80, 86 [193 Pac. 84, 87], wherein it is said: “A potential factor in furtherance of fraud would be engendered were a will containing a simple bequest permitted to operate as evidence of a binding contract to make such bequest.” And in the same category and for the same reasons would fall statements made by a party as to the fact of his having made a will in favor of one claiming as in the present case. So, therefore, as to the agreement relied upon, we have but the testimony stated.

While, as hereinbefore noted, defendants offered no testimony, yet the case of plaintiff contained within itself certain contradictions and defects now to be noted. Plaintiff, her son and husband had testified that at the conversation wherein the agreement was reached, a Miss Drake was present. Miss Drake, called as a witness by plaintiff, denied being present at any such conversation. Miss Drake’s testimony was not in the nature of- negative testimony, in other words, it was not a case of being present and not recalling such conversation. She denied that she was *664 present at any time when the subject of Whitman’s property wg,s mentioned. Upon cross-examination, the plaintiff admitted that during the period Whitman was in her care, covering some three years and six months, she received compensation at the rate of $100 per month. Payments were made to her weekly in sums of $25 per week. These payments were made by check and at the time each check was delivered to plaintiff there was indorsed on the face of the check these words: “For room, board and care.” Plaintiff indorsed each of these checks and received the amounts represented thereby. She explains the notation as meaning room and board and general care, as being exclusive of the special care and nursing she was to bestow under the agreement claimed.

On May 18, 1928, and before the filing of the complaint in this action, but subsequent to the death of Whitman, the plaintiff presented to the executor of the estate of said Whitman her verified claim against the estate of said decedent. In this verified claim she itemizes demands for special nursing by herself totaling five days, also a demand for fumigating and cleaning her house and for the replacement of damaged sick-room furniture. Also, she itemizes claims for telephone calls and money advanced for the services of another attendant. The main claims made against the estate by this verified demand read as follows: “July 1, ’25 to March 26, ’28 Balance due as per contract

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Bluebook (online)
10 P.2d 1007, 122 Cal. App. 660, 1932 Cal. App. LEXIS 1037, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brooks-v-whitman-calctapp-1932.