Estate of Johnson

2 Coffey 425

This text of 2 Coffey 425 (Estate of Johnson) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Johnson, 2 Coffey 425 (Cal. Super. Ct. 1903).

Opinion

COFFEY, J.

A will destroyed in the presence and within the observation and with the consent of the destroyer, upon the suggestion of a disinterested friend that it was “of no further use and would better be destroyed, ’ ’ cannot be deemed “a fraudulently destroyed” will, within the meaning of section 1339 of the Code of Civil Procedure, so as to be entitled to probate under section 1338 of the same code, where it appears that such suggestion was honestly made in the full but erroneous belief, concurred in by the' testator, that such will was worthless, and that a copy thereof signed by the testator and attested by only one witness was a legal and valid will, and there is nothing to show that any of the testator’s heirs or other persons interested in his estate in any way connived at such destruction of his will, or had any knowledge of it until long afterward.

[426]*426A fraud committed by a third person furnishes no ground of relief at law or in equity against one who did not participate in, or connive at, its commission.

To entitle a will to probate as having been “fraudulently destroyed” in the testator’s lifetime, within the meaning of section 1339 of the Code of Civil Procedure, it must be shown that its destruction was procured through the fraud of some person interested to have such will destroyed.

The destruction of a will procured by alleged misrepresentations to the testator consisting merely of the honest expression of erroneous opinions as to matters of law by one holding no fiduciary relation to such testator, is not fraudulent destruction of such will within the meaning of Code of Civil Procedure, section 1339.

Our statute on the subject of trusts (Civ. Code, sec. 2215 et seq.) comprehends, classifies and defines all fiduciary relations known to our law, whether they are relations of technical trust or otherwise. Every fiduciary relation within the statute must be voluntarily assumed or must arise by operation of law.

Mere friendship between parties and the repose of confidence by one in the other will not alone create between them any fiduciary relation known to the law: See Ruhl v. Mott, 120 Cal. 668, 678, 679.

Where a testator applied to one, who had long been his friend, to attest his olographic will, and, upon the latter’s suggestion, a typewritten copy of the will was prepared, signed by the testator, and attested by the friend as a witness, and such friend thereupon, without possessing or professing any knowledge of the law on that subject, expressed the opinion that the olographic will was “of no further use and would better be destroyed,” honestly, though erroneously, believing that it was so, and that the typewritten will was legal and valid, and in consequence thereof the olographic will was destroyed with the testator’s consent, it was held that these facts did not show that the friend had assumed any fiduciary relation to the testator so as to convert his honest but erroneous opinion upon such a matter of law into a fraudulent misrepresentation, and to make out a case of fraudulent destruction of. the olographic will, within the meaning of Code of Civil Procedure, section 1339.

[427]*427In order to make out a case of actual, as distinguished from constructive, fraud, a fraudulent or wrongful intent in doing the alleged wrong must be shown; as, where the destruction of a will in the testator’s lifetime is alleged to have been procured by fraudulent misrepresentations, so as to entitle such will to probate as a “fraudulently destroyed” will under Code of Civil Procedure, sections 1338, 1339.

The fraudulent or wrongful intent necessary to make out a case of actual fraud cannot be presumed from the mere doing of the fraud or wrong alleged, but must be proved.

The contents of a will fraudulently destroyed in the testator’s lifetime, in order to entitle such will to probate under Code of Civil Procedure, sections 1338, 1339, must be proved by two credible witnesses, and proof of such contents by one witness and a copy of the alleged will is not sufficient, especially where it appears that such copy is not a copy of the entire will, as where such alleged will was olographic and the copy does not include the date, or the like.

The Decision in the Principal Case is affirmed by the supreme court in 134 Cal. 662, 66 Pac. 847.

LOST OR DESTROYED WILLS AND THEIR PROBATE.

General Status of Lost or Destroyed Wills.—A properly executed will, which has not been revoked by the testator, retains its validity even though it cannot be found or has been destroyed, provided, of course, that its destruction was not animo revoeandi: In re Johnson’s Will, 40 Conn. 587; In re Payne’s Will, 4 T. B. Mon. 422; Steele v. Price, 5 B. Mon. 58.

As was said by the court in Poster’s Appeal, 87 Pa. 67, 30 Am. Rep. 340, in speaking on this subject: “The will then being in existence at the death of the testator unrevoked by him, its loss or accidental destruction differs not from the loss or destruction of any • other solemn instrument, such as a deed, a note or bond, or a record. The contents, therefore, may be proved in like manner, as shown by the authorities cited. It is a postulate of the question that the testator left behind him at death a last will in writing, legally executed and published, and unrevoked by any act or direction of his. That the law will not tolerate any making of a will for him by other means than his own act in writing duly executed is clear. But such' a will having a legal existence, yet accidentally lost or destroyed, the establishment of its contents is not the making of a new will, but a restoration merely of that which the testator himself made and left behind him to govern his estate. There is no greater sanctity, in [428]*428this respect, than the restoration by parol evidence of other instruments equally solemn and having an equal effect in the disposition of property. The law simply comes in aid of his own legally performed act, to prevent his intentions from being frustrated or defrauded. ’'

Presumptions Arising from Inability to Find Will.—The law never presumes the existence of a will in the absence of proof: Augustus v. Graves, 9 Barb. 595. But where a will is proved to have once existed and the will was in the possession of the testator, or where he had ready access to it, the presumption arises that it was destroyed animo revocandi where it cannot be found after the testator's death: Jaques v. Horton, 76 Ala. 238; Scott v. Maddox, 113 Ga. 795, 84 Am. St. Rep. 263, 39 S. E. 500; Boyle v. Boyle, 158 Ill. 228, 42 N. E. 140; Minor v. Guthrie (Ky.), 4 S. W. 179; Davis v. Sigourney, 8 Met. 487; Hamilton v. Crowe, 175 Mo. 634, 75 S. W. 389; Williams v. Miles, 68 Neb. 463, 110 Am. St. Rep. 431, 94 N. W. 705, 96 N. W. 151; In re Willitt's Estate (N. J. Eq.), 46 Atl. 519; Hard v. Ashley, 88 Hun, 103, 34 N. Y. Supp. 583; Collyer v. Collyer, 110 N. Y. 481, 6 Am. St. Rep. 405, 18 N. E. 110; Behrens v. Behrens, 47 Ohio St. 323, 21 Am. St. Rep. 820, 25 N. E. 209; Gardner v. Gardner, 177 Pa. 218, 35 Atl. 558; In re Bell’s Estate, 13 S. D. 475, 83 N. W. 566; McElroy v. Phink, 97 Tex. 147, 76 S. W. 753, 77 S. W. 1025; Minkler v. Minkler's Estate, 14 Vt. 125; Appling v. Eades, 1 Gratt. 286; Jamison v. Snyder, 79 Wis. 286, 48 N. W. 261. Hence if the evidence shows that a lost will was last seen in the possession of the testator when he was mentally competent, it is presumed that he destroyed it animo revocandi, and the burden of proof is on the proponent to overcome this presumption: In re Colbert's Estate, 31 Mont.

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