Estate of Bourquin

326 P.2d 604, 161 Cal. App. 2d 289
CourtCalifornia Court of Appeal
DecidedJune 12, 1958
DocketCiv. No. 5824
StatusPublished
Cited by18 cases

This text of 326 P.2d 604 (Estate of Bourquin) 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
Estate of Bourquin, 326 P.2d 604, 161 Cal. App. 2d 289 (Cal. Ct. App. 1958).

Opinion

161 Cal.App.2d 289 (1958)

Estate of ALICE CATHERINE BOURQUIN, Deceased. SUNLAND HOME FOUNDATION, INC., et al., Appellants,
v.
PAUL EUGENE BOURQUIN, Respondent.

Civ. No. 5824.

California Court of Appeals. Fourth Dist.

June 12, 1958.

Charles E. Burch, Jr., and John Mason Jeffrey for Appellants. *292

David H. Thompson for Respondent.

MUSSELL, J.

This is an appeal from a judgment and order denying admission to probate of a will executed by the decedent on June 13, 1956, and admitting to probate a will executed by her on July 19, 1944. The trial judge found that the testatrix was incompetent to make the will of June 13, 1956, due to her mental and physical condition and that she was subjected to restraint and undue influence on the part of the agents, employees, officers and members of the Sunland Home Foundation, Inc., and the Second Church of Christ Scientist of San Diego, appellants herein.

Alice Catherine Bourquin, aged 65, died June 13, 1956, leaving surviving her as her sole heir at law a married son, Paul Eugene Bourquin, 39 years of age, contestant herein. Her husband, Albert Georges Bourquin, died on July 5, 1955, after a heart attack. Mrs. Bourquin left an estate appraised at $32,992.14. It consisted of bank accounts totaling $1,798.69, corporate stock valued at $13,593.96, a 1950 Chevrolet automobile, household furniture and furnishings, real property valued at $16,000, and miscellaneous personal property.

In her will of June 13, 1956, the testatrix gave the sum of $3,000, certain cemetery lots, and miscellaneous personal property to her son, Paul. Her car was given to her friend, Jeanne Belanger. The sum of $2,000 was given to the Second Church of Christ Scientist of San Diego. The rest and remainder of her estate was given to the Sunland Home Foundation and the will further provided that in the event that distribution could not be made to said church, the remainder of her estate was given to the San Diego State College, a state institution. This latter provision was inserted in the will by the attorney who drew it to validate the bequest to the Sunland Home Foundation in the event the testatrix died within 30 days from the date of the execution of the will.

In the summer of 1954 Mrs. Bourquin suffered a heart attack and was hospitalized at Paradise Valley Sanitarium in Chula Vista, California. Her condition improved and she returned to her home, although she had a greatly enlarged heart. On May 29, 1956, she suffered a major heart attack at her home and was taken to Villa View Hospital in San Diego where she was placed under the care of Dr. Harvey Gassman, an internist specializing in cardiology. The doctor found her to be in a critical condition. "She was orthopneic and cyanotic. Her lips were blue. She had a rapid respiratory *293 rate. The heart was tremendously enlarged and dilated. There was evidence of congestion in both lungs and there was impairment as far as her ability to talk and give concise history due to gasping respirations." She had pitting of the extremities and "the urinary analysis showed evidence of albumen, which meant there was some evidence of arteriosclerosis in the arteries of the kidney." An electrocardiagram was taken which "showed a left bundle branch block with hypertrophy and strain, which means it shows a heart that has been tremendously strained for a period of years due to hypertension and coronary insufficiency." Dr. Gassman's diagnosis was "one of arteriosclerotic heart disease" and he prescribed bed rest, digitalis, low salt diet and mercuhydrin, together with oxygen when necessary. In this connection the doctor testified that the result of this treatment, while at Villa View Hospital, was that the congestion which was found at the time of initial examination had disappeared and that the dyspnea, orthopnea and cyanosis had subsided, and the pitting edema of her extremities had also disappeared.

On June 4, 1956, Mrs. Bourquin had improved and Dr. Gassman authorized her to be taken to the Bel Air Terrace, an adjoining hospital, where she could be given her medication and diet. On that date the doctor made the following entry on the Villa View Hospital record: "Patient has improved but is in need of convalescent care and must be taking her digitalis every day in order to prevent recurrent heart failure."

On June 4, 1956, the testatrix, in the company of a Christian Science practitioner and a Christian Science nurse, went to the Sunland Home, a Christian Science rest home operated by Sunland Home Foundation, Inc., and from that date until her death on June 13, 1956, she received no medication or medical services. The record shows that doctors were not permitted to treat patients in the Sunland Home.

Mrs. Bourquin was found dead in her room at 3:45 p. m. on June 13, 1956, by one of the nurses at the home. The coroner of San Diego County, after an investigation by one of his autopsy staff, reported the cause of her death to be acute pulmonary edema due to cardiac failure, due to arteriosclerotic heart disease.

Mrs. Gillard, who was manager of the Sunland Home, stated in her deposition that one day when she went to Mrs. Bourquin's room Mrs. Bourquin asked her to call a lawyer and *294 stated that she did not have one and did not know anyone, and that she wished to change her will. At the trial Mrs. Gillard testified that Mrs. Bourquin asked her what lawyer she and her husband used and Mrs. Gillard told her that she knew of two attorneys who belonged to her church and named Mr. John Jeffrey, who had provided legal services for the home on several occasions.

On June 12, 1956, Mr. Jeffrey received a call from Mrs. Gillard at about 8 or 9 p. m. in which she asked him to come to the home to draw a will for a lady. He agreed to go and asked if there were any urgency about it, to which Mrs. Gillard replied, "None that she knew of, but that, of course, it was a heart case." Mr. Jeffrey arrived at the home at about 8:30 a. m. on June 13, 1956, discussed the terms of the will with Mrs. Bourquin for about 15 minutes, and then typed it on his own portable typewriter which he had brought with him for that purpose. The will was then signed and witnessed and taken by Mr. Jeffrey to his office.

The principal question on this appeal is whether there is substantial evidence in the record supporting the finding of the trial court that the testatrix was incompetent to make her will of June 13, 1956. There is a conflict in the evidence in this connection. The witnesses to the will and others connected with the Second Church of Christ Scientist or the Sunland Home testified that Mrs. Bourquin was competent at all times from June 4 until the time of her death and that they saw no evidence of any change in her condition or any particular breathing difficulties. However, Mrs. Jeanne Belanger, a close friend of decedent, visited her at 3 p. m. on June 13, 1956, and testified as to her condition as follows:

"Q. Now would you describe very carefully to the Court the condition Mrs. Bourquin was in when you saw her at 3:00 o'clock that afternoon?"

"A. Well, she was sick, very, very sick. And she just can't breathe. Her lips was purple. Skin very white and--she would take about twenty seconds before she could say a word, you know, just try to talk. So she said, the first word she said, she says, 'I wish I be in my home,' she says. 'I need oxygen.' So I said, 'I going to call the doctor for you.' She then told me, 'They don't want to let any doctor come in here.' "

The record shows that Mrs. Bourquin had consulted Mr.

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Bluebook (online)
326 P.2d 604, 161 Cal. App. 2d 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-bourquin-calctapp-1958.