Carleton v. Bonham

214 P. 503, 60 Cal. App. 725, 1923 Cal. App. LEXIS 52
CourtCalifornia Court of Appeal
DecidedFebruary 8, 1923
DocketCiv. No. 4081.
StatusPublished
Cited by10 cases

This text of 214 P. 503 (Carleton v. Bonham) 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
Carleton v. Bonham, 214 P. 503, 60 Cal. App. 725, 1923 Cal. App. LEXIS 52 (Cal. Ct. App. 1923).

Opinion

HOUSER, J.

In this action Melville B. Carleton sued his sister, Anna Bonham, and her husband, Lyman L. Bonham, and his sister’s five children and his own daughter Ruth Melrose Carleton, for the purpose of having set aside and canceled certain deeds made in favor of the several defendants by the mother of the plaintiff and his said sister. The plaintiff charges the defendants with having obtained the deeds by means of fraud and undue influence exerted and practiced by them upon the mother at a time when she was sick and incapable of transacting any business. The court found against plaintiff on all the material issues of the complaint and directed judgment in favor of the defendants, from which judgment plaintiff appeals.

*728 It appears that the mother, Lydia E. Hildreth, was a widow of the age of seventy-two years at the time the deeds which are sought to be canceled were executed; that she was an invalid and had suffered greatly for many months prior to her death; that she was possessed of considerable property, located in the city of Brawley, California, worth approximately $25,000, and that she had lived for several years with her daughter, Mrs. Bonham, and her husband and children. Mrs. Hildreth died on the fifteenth day of December, 1920. On October 18, 1919, in consideration of “labor performed” by Lyman L. Bonham, Mrs. Hildreth deeded to him one of the pieces of property which is the subject of one of the attacks by plaintiff herein. On October 30th of the same year Mrs. Hildreth made her will, by which she devised all the other pieces of property, and her devisees under that will were the same as the grantees in the several deeds which are the subject matter of this suit— the only difference between her will and her deeds being that in the will she devised one particular lot, together with its improvements, etc., to the plaintiff and Mrs. Bonham in equal shares, while in the deed she granted that particular lot to the defendant Anna Bonham alone. That piece of property is estimated to be worth $8,500. There is another difference between the will and the deeds, which is that by the will where a particular lot was devised to one of the children of Mrs. Bonham and another lot to another of her children, 'by the deeds these children exchanged places as to those particular lots. All these deeds were executed on the twenty-ninth day of December, 1919. All the property owned by Mrs. Hildreth was located in Brawley, with the exception of an equity in certain property in Orange County, which equity she deeded to plaintiff. That equity was worth about $640. She also deeded to plaintiff one of the lots in Brawley, the value of which was estimated to be about $1,000. There were eleven different pieces of real property and Mrs. Hildreth made a separate deed for each piece. The income property was granted by these several deeds to Mrs. Bonham and to one or more of her children. Some of the unproductive property was granted to some of the other children of Mrs. Bonham and some of it was granted to Mr. Carleton and to his daughter Ruth Melrose Carleton. The deeds, with the exception of *729 the one conveying the Orange County property to plaintiff, were all recorded on the thirty-first day of December, 1919; but the plaintiff first learned of the execution and recording of the several deeds to which he takes exception, on January 17, 1920, at a time when his mother was very ill.

In December, 1919, which was perhaps a month or six weeks after the will was drawn, Mrs. Hildreth, who for about two months before that time had been living in a cottage with a colored woman named Mrs. Smith, who was a janitress and who looked after Mrs. Hildreth at night and prepared some of her meals for her, went to live with her daughter, Mrs. Bonham, in one of Mrs. Hildreth’s houses in Brawley. Mrs. Hildreth was on friendly terms with the plaintiff, who lived in Los Angeles, and during the last few months of Mrs. Hildreth’s life she visited her son in Los Angeles and he visited his mother at Brawley on one or two occasions. Mrs. Hildreth and Mrs. Bonham had joint checking accounts in two different banks at Brawley, and Mrs. Bonham had an individual checking account.

[1] Appellant has specified many particulars by which he contends that the court committed prejudicial error as to his rights. His first specification of error is that the court erred in excluding the testimony of the witness Mamie Smith, as follows:

“Q. How was? Tell the court her condition at that time. A. When I went in she was so bad off she asked me, ‘Where is Mel?’ Mr. Brown: Now we object to what was said. The Court: Sustained,”

Immediately following the order of the court sustaining the objection the following occurred:

‘‘Q. Was Mrs. Bonham present? A. She let me in; she told me to go in. Q. Was she there when her mother asked you where Mel was? A. Yes, sir; and I turned to Mrs. Bonham and said, ‘Why don’t you write to him and tell him?’ Q. What did her mother say about that? A. She asked me to go tell Mel that she wanted him.”

It will be noted that, although the objection was sustained, no motion was made to strike out. Furthermore, that the same matter to which objection was made came in immediately afterward without objection; consequently appellant could not have been prejudicially affected by the fact that the objection was sustained in the first instance.

*730 [2] The second specification of error is that the court erred in excluding the testimony of Mrs. Ida Burger, as follows :

“A. When the little girl came to me, she [Mrs. Hildreth] was wringing her hands and screaming and crying and going on because she was all alone and didn’t have any place to die in where she could have peace and comfort. She said, ‘Ada, I have done for everyone— Mr. Brown: Object to that. The Court: Any statements she made can’t be competent.”

From an examination of the transcript it appears that the question which brought out the matter to which counsel refers was put to the witness by one- of the attorneys for defendants and that the objection to the answer was not made by either of the attorneys for plaintiff, but was made by another of the attorneys for defendants. Moreover, there was no motion by any of the attorneys to strike out and the record is silent regarding any effort to show what the witness would have testified to had she been permitted to finish her answer. Certainly, no prejudicial error may be predicated on such a record.

[3] The third specification of error relates to the overruling of an objection to a question asked by one of the attorneys for defendants of a witness who was a bank clerk in one of the banks where Mrs. Hildreth had her joint checking account with Mrs. Bonham, and with which clerk Mrs. Hildreth generally transacted her banking business—the record showing as follows:

“Q. I’ll ask you whether in all her business transactions at the bank she appeared to be keen mentally and a business woman. Mr. Allen: Objected to as incompetent, irrelevant, and immaterial; no foundation laid, and directly leading; calling for a conclusion. The Court: Overruled. A. She did.”

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Bluebook (online)
214 P. 503, 60 Cal. App. 725, 1923 Cal. App. LEXIS 52, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carleton-v-bonham-calctapp-1923.