Estate of Claussenius

216 P.2d 485, 96 Cal. App. 2d 600
CourtCalifornia Court of Appeal
DecidedMarch 24, 1950
DocketCiv. 17215; Civ. 17216
StatusPublished
Cited by14 cases

This text of 216 P.2d 485 (Estate of Claussenius) 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 Claussenius, 216 P.2d 485, 96 Cal. App. 2d 600 (Cal. Ct. App. 1950).

Opinions

MOORE, P. J.

Two appeals are presented together. The first (Civ. No. 17215) is from portions of a judgment rejecting certain claims and contentions of Carl Claussenius, surviving husband, herein referred to as ‘‘ Carl ” or “ executor. ’ ’ The second is from an order setting aside a probate homestead for Carl following his controversy with Penrod and Ralph Musser, sons of decedent, herein referred to as “the Mussers.”

The first judgment resulted from the Mussers’ contest of and objections to the first account of executor wherein he claimed that “all the property” described in the inventory was purchased by him “with his separate money, which was derived from the estate of his sister ... on the 8th of November, 1936, from which estate he received approximately $200,000. ’ ’ He followed this with a declaration of separate ownership as [604]*604to each of the several items he designated, excepting certain articles belonging to decedent at the time of her marriage. Also, he filed a creditor’s claim for $5,000 and interest which was disallowed.

Carl and decedent were married April 28, 1937. On February 22 of the same year they executed an agreement wherein it was provided that in the event of divorce, decedent would make no claim against Carl for alimony or maintenance, but in lieu thereof would accept a settled estate consisting of securities of the approximate value of $25,000 to be provided by Carl out of his separate funds and to be vested by him in specified trustees for the purposes stated in the agreement. In December, 1937, Carl acquired two parcels of real property, herein referred to as Lots 48 and 49. In January following, decedent executed a deed quitclaming her interest in such realty. In the following month they made another contract cancelling their prenuptial agreement. But in May (three months later) they executed another agreement providing that all property acquired by either of them prior to their marriage should continue to be the separate property of the owner at marriage and in the event of a separation or divorce neither should be entitled to receive out of such property any sums for alimony or support and maintenance. Simultaneously with such agreement Carl transferred certain corporate stocks to his wife.

In August, 1941, Carl placed the title to Lots 48 and 49 in joint tenancy with decedent and one month later they executed still another contract wherein it was recited that Carl had not delivered the stocks specified in the agreement of May, 1938, that he should convey to decedent by grant deed his interest in all the properties then owned by the parties in joint tenancy but that decedent would provide for Carl’s interest from the income derived from such property and that decedent should in no way encumber or dispose of any part of such property without prior written consent of Carl. On the same day the latter executed a grant deed conveying to decedent all his real property and both executed their last wills. Decedent’s will devised one-half of the real property to her sons. Contrary to the eager contentions of Carl following a trial of the objections to his first account the court found that Parcels 48 and 49 as well as the income therefrom were the separate property of decedent at the time of her death. Still claiming that it was his separate property, Carl now demands a reversal of the judgment.

[605]*605Carl’s first contention is that the probate court has power to apply equitable principles (Estate of Reade, 31 Cal.2d 669, 672 [191 P.2d 745]; Estate of Evans, 62 Cal.App.2d 249, 256 [144 P.2d 625]) and that notwithstanding its possession of such power the court below failed to apply those principles in determining title to Parcels .48 and 49 but based its determination purely on the basis of legal presumptions arising from the deed conveying the property to decedent. The answer to that contention is that the court followed its findings of fact and its judgment was the necessary sequitur.

Basing his argument on the finding that the consideration for the transfer of the two parcels of realty was the satisfaction and discharge of his obligation under the 1938 agreement Carl contends that the latter document is void as contrary to public policy and that therefore he is entitled to have the property impressed' with a resulting trust in his favor or to recover the property transferred. Notwithstanding the numerous arguments made by the parties to this appeal as to the validity or invalidity of the 1938 contract, its legality is of no vital consequence to a determination of this appeal. Assuming the contract to be void and that there was consequently no consideration for Carl’s transfer, he cannot prevail. If that document alone had been made, decedent would have been unable to enforce it by reason of the fact that the promise to convey the property was founded upon an illegal consideration. But such is not the fact. Here a deed was executed and the title of the property was vested in decedent. Therefore, it is the deed conveying the property that constitutes the contract behind which the estate of decedent is barricaded. When property is conveyed for an illegal consideration it is still conveyed. No consideration is necessary to the validity of a voluntary transfer of property by deed. (Civ. Code, § 1040.) Where there has been a total failure of consideration the grantor cannot recover the property. (Lavely v. Nonemaker, 212 Cal. 380, 383 [298 P. 976] ; Lawrence v. Gayetty, 78 Cal. 126, 133 [20 P. 382, 12 Am.St.Rep. 29].)

No authority has been cited and none is known to support Carl’s contention that he is entitled to have the property impressed with a resulting trust in his favor. He himself made the conveyance. The want or failure of consideration does not raise a resulting trust. The voluntary deed made deliberately and without mistake or contrivance is none the less binding upon the grantor. (Tillaux v. Tillaux, 115 Cal. [606]*606663,. 668 [47 P. 691]; Tiffany on Real Property, 3d ed., § 262.)

Carl contends that the conveyance of the real property was procured by the fraud of decedent and her undue influence. He bases such contention primarily upon the confidential relationship of husband and wife with the resulting presumptions of undue influence. This he argues is sufficient to warrant the conclusion of a constructive trust as against decedent who took advantage of the relationship. The Mussers urge that this theory is raised for the first time and should not be considered. When a case is tried on the theory that a material issue is raised by the pleadings and evidence is introduced thereon without objection the unsuccessful party will not be permitted later to contend that such issue was not raised. (Priebe v. Sinclair, 90 Cal.App.2d 79, 86 [202 P.2d 577]; Lande v. Southern Cal. Freight Lines, 85 Cal.App.2d 416, 419 [193 P.2d 144]; McClure v. Donovan, 33 Cal.2d 717, 731 [205 P.2d 17

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Estate of Claussenius
216 P.2d 485 (California Court of Appeal, 1950)

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Bluebook (online)
216 P.2d 485, 96 Cal. App. 2d 600, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-claussenius-calctapp-1950.