Burke v. Burke

274 P.2d 212, 127 Cal. App. 2d 534, 1954 Cal. App. LEXIS 1374
CourtCalifornia Court of Appeal
DecidedSeptember 27, 1954
DocketCiv. No. 20023
StatusPublished
Cited by1 cases

This text of 274 P.2d 212 (Burke v. Burke) 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
Burke v. Burke, 274 P.2d 212, 127 Cal. App. 2d 534, 1954 Cal. App. LEXIS 1374 (Cal. Ct. App. 1954).

Opinion

WOOD (Parker), J.

Action by executor of the will of William Patrick Burke for partition and to quiet title. In a nonjury trial, judgment was that Aida Margaret Burke (widow of deceased, and referred to herein as defendant) was the sole owner of the real property involved, and that the other heirs of deceased had no interest therein. Plaintiff appeals from the judgment.

[536]*536Deceased and defendant were married on June 26, 1947, and at that time deceased was 78 years of age and defendant was 44. Deceased had been married previously and three sons were born of a previous marriage. At the time of his marriage to defendant, the deceased was residing at 1707 South Crescent Heights Boulevard, Los Angeles, and he was purchasing that property under a purchase contract from the Veterans’ Welfare Board (now known as Department of Veterans’ Affairs). The purchase price was $5,045, and the contract was dated January 14, 1937. After the marriage defendant and deceased resided at said address.

On July 2, 1948, deceased executed a document entitled “Joint Tenancy Grant Deed” which purported to convey the property to defendant and himself as joint tenants. Said deed was recorded in April, 1949. At the time said document was executed the contract of purchase had not been fully performed and under its terms the property could not be transferred without the written consent of the seller.

On December 19, 1949, deceased and defendant executed a document entitled “Assignment (Joint Tenancy) ” which provided that said parties “do hereby assign and grant unto ourselves all of our rights and privileges” under the contract, dated January 14, 1937, and the real property therein described being purchased from the Department of Veterans’ Affairs, and “assume all of the obligations incident thereto, to be hereafter owned and held by us as joint tenants, with right of survivorship.” Said assignment was approved in writing, on the bottom of the document, by the Department of Veterans’ Affairs.

On January 20, 1950, the deceased and the Department of Veterans’ Affairs entered into an agreement entitled “Memorandum Agreement of Sale of Property” which provided that the department thereby agreed to sell and deceased agreed to purchase the property involved herein at the price set forth in the unrecorded purchase contract, dated January 14, 1937, less any amounts “hereto paid” and subject to all the terms of said contract, which were incorporated by reference in the memorandum agreement.

On February 1, 1950, deceased and defendant executed a quitclaim deed which recited that the parties “hereby remise, release and forever quitclaim to department of Veterans Affairs” the real property herein.

On January 15, 1952, William Burke ’ (the deceased) executed a grant deed purporting to convey “all of his right, [537]*537title and interest” in the property to his son, Edward. Said deed recited that the grantee should have his interest in the property as a tenant in common; and that the “purpose of this grant deed is to terminate and sever the joint tenancy which may now exist and to convert grantee’s interest into a tenancy in common.” On the same day Edward executed a grant deed purporting to convey “all of his right, title and interest” in the property to deceased. Said deed also recited that the purpose ' ‘ of this grant deed is to terminate and sever the joint tenancy which may now exist and to convert grantee’s interest into a tenancy in common.”

On February 16, 1952, William Burke died. At the time of his death there was an unpaid balance of approximately $1700 on the purchase price of the property. On March 27, 1952, the two deeds, dated January 15, 1952 (from deceased to Edward and from Edward to deceased), were recorded. On that same date the attorney for the executor of the will of deceased wrote a letter to the Department of Veterans’ Affairs, in which he stated that, in a telephone conversation with the department on that day, he had been informed that the contract to convey had been paid by “insurance benefits accruing to the decedent, ’ ’ and that the department proposed to issue a deed to defendant because the contract to convey was in joint tenancy with defendant. It was further stated in the letter that the department was thereby notified that any joint tenancy which may have existed in favor of defendant was terminated by the deeds of decedent and his son, made on January 15, 1952, and that the most that defendant was entitled to receive was a deed to an undivided one-half interest in the property—that the remaining undivided one-half interest would be distributed in accordance with the provisions of a will executed by decedent on January 15, 1952, wherein he left all of his estate to his three sons. On April 1, 1952, the department executed a grant deed conveying the property to defendant. On July 18, 1952, the executor of the will filed this action for partition and to quiet title. He sought a decree that the heirs of deceased are the owners of an undivided one-half interest in the property and that defendant is the owner of an undivided one-half interest as a tenant in common with the heirs.

The court found that: decedent, at the time of his death, held the property here involved in joint tenancy with defendant. The property is now owned in fee by defendant, the sur[538]*538viving joint tenant. The grant deed executed by decedent on January 15, 1952, granting to Edward Burke all of decedent’s interest in the property is void “having been executed by decedent under undue influence and duress.” The grant deed executed at the same time by Edward in favor of decedent is void.

Appellant contends, in effect, that the finding that the deed executed by decedent on January 15, 1952 (conveying his interest in the property to Edward) was executed by him under undue influence and duress is not supported by the evidence.

Defendant testified that: She had known decedent since 1923. She was a practical nurse and decedent was a physician. She worked in decedent’s office during the last year and a half he was in practice—-from the latter part of 1944 to June 1, 1946. Prior to the marriage decedent told her that his son, Ted (Edward), and Ted’s wife were going to move out of decedent’s house, and he (decedent) asked her if she would marry him and take care of him. He told her that if she would marry him he would deed the house to her. Ted told her that his wife objected to living with his father and that it would be a good idea if defendant would marry decedent and take care of him—that it would be good for both decedent and defendant. Prior to the marriage decedent told her that he had told the boys that he had made a settlement with them, and he would leave the house to defendant. After decedent made the joint tenancy deed (in her favor) he never indicated to her that he was going to change the title to the property. She first learned about the deed (to Edward) approximately three weeks after decedent’s funeral. Decedent never indicated any dissatisfaction with their marriage relationship. That, except for financial problems, she and decedent had no difficulties. In April, 1950, she got a pension “through the government” for decedent. She (defendant) went to work in order to keep her obligations. The payments on the house were increased from $31.70 a month to $45 a month. Sometimes she made the $45 payments and sometimes decedent made them. She and decedent had a joint bank account in which they placed their joint incomes until about November, 1951, when decedent withdrew all of the money, $365, and put it in an account in his name.

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Cite This Page — Counsel Stack

Bluebook (online)
274 P.2d 212, 127 Cal. App. 2d 534, 1954 Cal. App. LEXIS 1374, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burke-v-burke-calctapp-1954.