Burdette v. Burdette

97 Cal. Rptr. 2d 263, 81 Cal. App. 4th 938, 2000 Daily Journal DAR 6705, 2000 Cal. Daily Op. Serv. 5034, 2000 Cal. App. LEXIS 493
CourtCalifornia Court of Appeal
DecidedJune 22, 2000
DocketB120032
StatusPublished
Cited by5 cases

This text of 97 Cal. Rptr. 2d 263 (Burdette v. Burdette) 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
Burdette v. Burdette, 97 Cal. Rptr. 2d 263, 81 Cal. App. 4th 938, 2000 Daily Journal DAR 6705, 2000 Cal. Daily Op. Serv. 5034, 2000 Cal. App. LEXIS 493 (Cal. Ct. App. 2000).

Opinion

Opinion

CROSKEY, Acting P. J.

Appellants, William L. Burdette, Mary M. Vincent and Patrice R. Robinson appeal from an order admitting to probate the will of decedent dated September 25, 1993 (the 1993 will) which had been filed by Gloria Grace Burdette II (hereinafter, petitioner). Appellants argued that (1) the 1993 will was not duly executed, (2) the decedent lacked testamentary capacity, and (3) the decedent executed the will as the result of undue influence. It was thus appellants’ position that the 1993 will should have been denied probate and an earlier will, dated September 22, 1992 (the 1992 will), should have been admitted to probate as the decedent’s last will.

We have reviewed this record and have concluded that petitioner presented sufficient evidence of due execution and that the trial court did not err in admitting the statement of one of the subscribing witnesses, which was in the form of a transcript of sworn testimony given in Florida where such witness resided. 1 We therefore will affirm the trial court’s order admitting the 1993 will to probate.

*941 Factual and Procedural Background 2

As already indicated, the decedent left two wills, one executed in 1992 and one in 1993. 3 Essentially, the 1993 will divides decedent’s estate equally among his three children, one of whom is the petitioner. The 1992 will, on the other hand, provided less to decedent’s children and made bequests to the appellants who were decedent’s nephew, niece and grandniece, respectively. No such bequests are included in the 1993 will. Thus, appellants sought to protect their interests under the 1992 will by opposing petitioner’s petition for probate of the 1993 will. Appellants’ contest of such probate petition was tried over a 10-day period.

Evidence was introduced which reflected that the 1993 will, which consisted of two typed pages, had been executed by decedent on September 25, 1993, before two subscribing witnesses, Jose Torossian, a business associate and friend, and David Wagenvoord. The will contained an attestation clause which was dated September 25, 1993, and signed by each of these witnesses under the penalty of perjury:

“The foregoing instrument, consisting of two (2) pages, was at the date hereof by Robert Starr Burdette signed and declared to be his Last Will and Testament in the presence of us who, at his request and in his presence, and in the presence of each other, have subscribed our names as witnesses thereto. Each of us observed the signing of this Last Will and Testament by Robert Starr Burdette, and by each other subscribing witnesses and knows that each signature is the true signature of the person whose name was signed.”

At trial, Torossian testified that the decedent first spoke with him about his will in 1993. The decedent expressed unhappiness with his earlier will (i.e., the 1992 will), which he said had been made while he was in an emotional state, and stated his desire to make a new will. He told Torossian that he wanted to give his estate to his children in equal parts. In his testimony, Torossian identified the 1993 will which provided for equal shares to the decedent’s three children, in addition to specific bequests, and contained the signatures of the decedent, Robert Starr Burdette, and the two subscribing witnesses, Torossian and Wagenvoord.

Mr. Torossian also testified that he observed decedent sign the will. The decedent asked him to sign the will as a witness, and he identified his *942 signature and Wagenvoord’s signature on the will. Torossian further testified that the decedent and he were both present when Wagenvoord signed the will. He did not see either of the children, petitioner or the son Robert, at the house on the day the will was signed. Decedent did not appear to be forced to sign the will, and did not seem confused.

Appellant produced no evidence to contradict Torossian’s testimony including his authentication of the 1993 will and the signatures of the decedent and two witnesses. Indeed, their own handwriting expert identified decedent’s signature (although he disagreed with the date of signing).

In short, Torossian’s testimony provided direct evidence of the decedent’s execution of the will and that both he and decedent were present while Wagenvoord signed as subscribing witness and decedent and Wagenvoord observed his (i.e., Torossian’s) execution as subscribing witness.

The testimony of Wagenvoord was to the same effect. However, it was admitted in the form of a sworn written transcript of Wagenvoord’s testimony given in Florida where he resides. He had declined to come to California to testify in person and his attendance could not be compelled by subpoena. Thus, Wagenvoord was “unavailable” within the meaning of Evidence Code section 240, subdivision (a). 4 In addition to confirming the testimony of Torossian regarding the execution of the 1993 will, Wagenvoord identified a proof of subscribing witness form which he had signed under penalty of perjury on or about April 12, 1996. This executed form further confirmed the due execution of the 1993 will. 5

Appellants objected to the trial court’s receipt of this written transcript of Wagenvoord’s testimony. They argued that the “testimony” of two witnesses *943 was required to prove the due execution of the will. Without citing any authority appellants contended that “testimony” refers only to what a witness provides in open court after being sworn and which is subject to cross-examination. In addition, they argued that Wagenvoord’s testimony was inadmissible hearsay as it was given in a proceeding to which they were not a party and of which they had not been given the proper notice so that the transcript could be received as deposition testimony. The record reflects that the “deposition” of Wagenvoord had been scheduled for September 27, 1997, in Tampa, Florida, and appellants had been given only four days’ notice, although they were invited to participate by telephone. Appellants did not appear and so Wagenvoord was examined, under oath, by counsel for petitioner only. The written transcript which resulted from that interrogation was offered and received in evidence by the trial court over appellants’ objections.

The trial court held that under Probate Code section 8224, 6 such a written transcript would qualify as a “statement” admissible to prove due execution. The court also held that the provisions of section 8253 7 were subject to section 8224 and therefore, since Wagenvoord was admittedly “unavailable” within the meaning of Evidence Code section 240, his transcribed statement was admissible in lieu of live testimony.

After a 10-day trial in which it received this and other evidence concerning the execution of the will as well as the decedent’s testamentary capacity and appellants’ claim of undue influence, the court took the matter under submission on November 2, 1997.

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97 Cal. Rptr. 2d 263, 81 Cal. App. 4th 938, 2000 Daily Journal DAR 6705, 2000 Cal. Daily Op. Serv. 5034, 2000 Cal. App. LEXIS 493, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burdette-v-burdette-calctapp-2000.