De Laguna Spaulding v. Jones

256 P.2d 637, 117 Cal. App. 2d 541, 1953 Cal. App. LEXIS 1844
CourtCalifornia Court of Appeal
DecidedApril 30, 1953
DocketCiv. 15219
StatusPublished
Cited by21 cases

This text of 256 P.2d 637 (De Laguna Spaulding v. Jones) 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
De Laguna Spaulding v. Jones, 256 P.2d 637, 117 Cal. App. 2d 541, 1953 Cal. App. LEXIS 1844 (Cal. Ct. App. 1953).

Opinion

GOODELL, J.

The plaintiff sought an adjudication that a piece of real property was subject to a trust. The court held against her contentions and from a judgment for the defendants she appeals.

The property, on 24th Street near Telegraph Avenue in Oakland, has an area of 65 by 135 feet and is improved with a two-story dwelling numbered 532 24th Street, referred to in the pleadings and briefs (and herein) as “532.” The building is very old.

On January 3, 1905, it was owned by Alexander de Leo de Laguna who on that day conveyed it by gift deed to his oldest daughter Anita, reserving a life estate in himself. On May 5, 1909, she conveyed it by gift deed to her sister. Laura de Laguna, in whose name it stood until November 30, 1931, when Laura put the title into joint tenancy in her own name and that of her close friend Kate Bardenwerper. Laura died on September 24, 1948, and a proceeding was brought terminating the joint tenancy. After appellant had asserted her claim that about 1905 the property had become impressed with a trust and had so remained throughout the intervening transfers of title, Kate, on April 25, 1949, conveyed “532” to respondent Jones, in whose name it now stands.

Alexander de Leo de Laguna died testate on March 4, 1905, two months after his deed to Anita, and his estate was probated and distributed. In addition to Anita and Laura he left three daughters, Fredericka, Bertha and Augusta, a son *543 named Theodore, and another son named William, who was appellant’s father. All seven children died before this suit was brought.

The case was tried on plaintiff’s second amended complaint and before submission leave was granted to file a third amended complaint to conform to the proof. In their answers defendants pleaded the statute of limitations (Code Civ. Proc., section 338, subdivision 4) and laches, and the court found for the defense on both pleas.

The action was brought by appellant on behalf of others similarly situated but no other relatives aligned themselves with her.

Appellant’s contentions appear from the allegations of her third amended complaint, which may be summarized as follows : de Laguna owned other property and prior to his death he and all his children entered into an oral agreement for the purpose of settling at the time the rights of inheritance of each child in all his property, and to achieve an economical and equitable distribution of all thereof; that in furtherance of' said agreement all his property was transferred to Anita, to be held in trust for the benefit of his children and the issue of deceased children; that at his death all his property except “532” was to be divided and distributed among the children and the issue of deceased children; that “532” was to be held in trust by Anita until it was sold, at which time the proceeds were to be divided equally among the children and other descendants of de Laguna; that Anita stood in a confidential relationship to all the participants in the agreement; that “532” was conveyed to Anita without consideration other than her promise to hold it in trust, and was conveyed to her in reliance on such promise.

It was alleged, further, that upon the death of de Laguna in 1905 the agreement to distribute the property was carried out, and Anita retained title to “532” and occupied it until her death in 1910; that on May 5, 1909, she conveyed it to Laura, who was one of the participants in and beneficiaries of the agreement, and that her deed to Laura was made with the consent of the other children and in continuance of the trust agreement. It was alleged that the property was not sold on Anita’s death because a fair price was not obtainable; that Laura continued to occupy the premises as trustee but that on November 30, 1931, without the knowledge of the beneficiaries Laura created the joint tenancy as already stated.

Laura left a will by which “532” was left to Kate, her *544 surviving joint tenant, in disregard (so it is alleged) of the oral trust agreement; the will was admitted to probate on the petition of respondent Jones, its executor; that under the will and the joint tenancy deed Kate will obtain complete title to “532” unless the court declares a trust for the benefit of de Laguna’s descendants.

It was also alleged that since filing the original complaint plaintiff discovered that Kate had conveyed “532” to respondent Jones; that he took with knowledge of the trust; that no consideration was paid; that the conveyance was made to defraud plaintiffs of their interests; that plaintiffs were unaware, until the death of Laura, of any breach of fiduciary duty, because of the confidential relationship and because Laura continued in uninterrupted possession until her death.

The court found that by the father’s transfer to Anita no trust had been imposed upon her to hold the property for the benefit of anybody; that she made no promise to hold it in trust, and that her father in conveying to her did not rely on any promise to so hold it. It found that there was no agreement between de Laguna and his children that Anita would hold “532” in trust for them or anybody else, and that no such agreement was performed or carried out; further, that de Laguna’s will was admitted to probate and his estate disposed of in accordance with the decree of distribution and not pursuant to any testamentary agreement. It found that the deed of May 5, 1909, from Anita to Laura was made without any promise by Laura to hold the property in trust, and that Anita did not rely on any promise made by Laura to deal with the property in any way, but that the conveyance was absolute and in fee simple and not made in furtherance of any trust or other agreement. And, finally, it found that there were no limitations in any of the deeds conveying the property (a) to Anita, or (b) from her to Laura, or (c) from Laura to Harriet Price, or (d) from Harriet to Laura and Kate as joint tenants.

Appellant contends that the findings just summarized are not supported by the evidence, but are contrary thereto. She does not challenge the finding that there was no “written memorandum establishing any trust or agreement to deal with the property in any particular manner” since there is no contention that there was any writing.

The real problem in the ease is whether a trust arose out of the original transfer of January 3, 1905; every other question is subordinate to that.

*545 The transfer from de Laguna to Anita was made by a deed absolute on its face, and the authorities are uniform to the point that to justify a court in determining from oral testimony that a deed which purports to convey land absolutely in fee simple was intended to be something different, as a mortgage or trust, such testimony must be clear and convincing—“something more than that modicum of evidence which appellate coxirts sometimes hold sufficient to warrant a finding where the matter is not so serious as the overthrow of a clearly expressed deed, solemnly executed and delivered.” (Sheehan v. Sullivan, 126 Cal. 189, 193 [58 P. 543]; emphasis added.) The language just emphasized was repeated in Wehle v. Price, 202 Cal. 394, 397 [260 P. 878].

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Bluebook (online)
256 P.2d 637, 117 Cal. App. 2d 541, 1953 Cal. App. LEXIS 1844, Counsel Stack Legal Research, https://law.counselstack.com/opinion/de-laguna-spaulding-v-jones-calctapp-1953.