Estate of Kirk

326 P.2d 151, 161 Cal. App. 2d 145, 1958 Cal. App. LEXIS 1713
CourtCalifornia Court of Appeal
DecidedJune 6, 1958
DocketCiv. 9247
StatusPublished
Cited by9 cases

This text of 326 P.2d 151 (Estate of Kirk) 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 Kirk, 326 P.2d 151, 161 Cal. App. 2d 145, 1958 Cal. App. LEXIS 1713 (Cal. Ct. App. 1958).

Opinion

PEEK, J.

This is an appeal by proponents Adeline Kirk, L. P. Gebhardt, Jess Leach and Vesta Leach of the will of Frederick Kirk, deceased, from a judgment entered denying probate thereof. The judgment was entered pursuant to a special verdict of the jury finding that Frederick was induced to sign the proposed will by means of the undue influence of Phil Gebhardt, and that Frederick, at the time of said execution, was not of sound and disposing mind. The proponents contend that the findings of undue influence and mental incompetency are not supported by the evidence. Necessarily, therefore, if the conclusion of the jury can be supported on either ground, the judgment must be sustained. Since it ap *146 pears that the evidence upon the question of competency amply supports the judgment, we shall limit this opinion solely to that issue.

' The testator executed the contested will on August 3, 1950. He died on April 15, 1956, at the age of 78 years, survived by two sons—Charles Ellsworth Kirk and Oscar Kirk, the contestants.

At the time the will was executed, as at the time of his death, the decedent was the owner of real property in Amador County consisting of the Mount Echo Ranch containing about 316 acres: the Lane Place, about 133 acres; the Glascock Place, about 45 acres; the Ruggles Ranch, about 480 acres; and a home place in lone, about one-half block.

By the contested will of August 3, 1950, he gave the Lane Place to his sister-in-law, Adeline Kirk; the Mount Echo Ranch and the home place in lone to Adeline Kirk and Ms brother, Charles H. Kirk, who died in 1952; the Glascock Place to the children of his son Ellsworth—Dulcy and Rodney —and their mother, Betty; $500 to Phil Gebhardt; $100 each to Jess Leach and Ms wife, Vesta; and the residue to those specifically remembered in the will. Adeline Kirk was named the executrix.

Paragraph IX of the will provided in part as follows: “I have two sons now living, Ellsworth Kirk and Oscar Kirk. I specifically and with premeditation leave each of them nothing. My son, Ellsworth, for a long number of years has failed to give to me any filial or other respect, attention, love or affection and it has been necessary for me, through my friends, to have had my son Ellsworth removed as my Guardian because of his lack of attention to me either as Guardian or son. My son, Oscar, treats me as a stranger and has never at any time displayed toward me any affection or respect.”

Pursuant to a petition filed on November 5, 1942, by Frederick’s brother, Charles, Frederick was adjudged a mentally ill person and ordered committed for placement in the Stockton State Hospital. Frederick was a patient in the hospital until September, 1944, when he was granted a leave of absence. He was issued a certificate of recovery in 1945. Frederick was examined again on September 29, 1948, and would have been issued a certificate of recovery on that date had not one already been issued to him. The conclusion of the medical examiners at the time of his admission to the hospital was that decedent was “mentally confused.” Both of the doctors who signed the report died prior to the trial. The later official *147 diagnosis of the hospital staff was “psychosis with cerebral arteriosclerosis and alcoholism.”

Upon his petition, Ellsworth was appointed guardian of the person and estate of his father on December 4, 1942, and remained guardian until May, 1950. The petition of Frederick’s brother, Charles, that Ellsworth be removed as Frederick’s guardian and that Phil Gebhardt be appointed the guardian of the person and estate of Frederick was granted on May 15, 1950. Gebhardt assisted Frederick’s brother, Charles, in the preparation of the petition for the removal of Ellsworth as guardian. In that proceeding Gebhardt filed an affidavit wherein he alleged it was necessary for someone to “care for the person and manage the property of said incompetent,” and in a subsequent proceeding alleged that “the person and estate of the said Frederick Kirk was and is endangered and subject to damage and loss unless a special guardian were not therein appointed.” Thereafter, during the course of the present trial and in answer to questioning by contestants’ counsel, Gebhardt admitted that he thought Frederick “wasn’t right” and that “he couldn’t look after his property.” Gebhardt was Frederick’s guardian until July 28, 1951. From that time until his death the Bank of America was the guardian of the estate of Frederick but there was no guardian of his person until Ellsworth was appointed in 1955.

Decedent resided at what is referred to as the home place in lone all his life. He married in 1902; Oscar was born in 1904 and Ellsworth in 1908. In 1913 Frederick and his wife separated and were subsequently divorced. After the separation Ellsworth and his mother moved to Oakland and Oscar lived with his father in lone. Ellsworth spent school vacations with his father. He lived in the East from 1927 or 1929 until 1939 and saw his father every two or three years during that time. He returned to the West in 1940. From 1933 on Oscar was employed as a warehouseman in a cannery in Oakland and lived in that city. He saw his father about twice a month during the winter months except when he was in the Army in 1942-1943, and spent a week or 10 days with him during the holidays. During the years 1944 through 1950 Oscar visited his father twice a month in the winter season but was not able to go to lone during the busy season at the cannery. Oscar took foodstuffs from the cannery to his father and remembered him with Christmas gifts. He gave his father an overcoat for Christmas in 1952 or 1953.

*148 Gebhardt testified under section 2055 of the Code of Civil Procedure that Frederick eared for his family and told him on numerous occasions and up to the time of his death that he (Frederick) “thought the world of Oscar.”

Ellsworth testified that from 1944 until his father’s death, there had been a normal father-son relationship between them and he knew of no ill feeling that his father had toward him. He said further that when his father testified during the guardianship proceedings in April, 3950, in answer to the court’s question whether or not he had any ill feeling toward Oscar or Ellsworth, he said, “No, none whatever. We are getting along fine.”

Oscar testified that one time, the exact date he did not recall, he asked his father if he had made a will. His father replied that “. . ..he wasn’t interested in a will at all. All he wanted to do was to leave it in the family.”

Frederick’s former wife testified that in July, 1955, she asked him, “Have you drawn a will?” He answered, “You know I never would draw a will. I ain’t got no faith in them.” She also testified that in her opinion he was not competent to make a will on August 3, 1950; that he could not carry on a conversation and could not talk rationally.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Powers v. City of Richmond
893 P.2d 1160 (California Supreme Court, 1995)
Edwards v. Martin
270 Cal. App. 2d 506 (California Court of Appeal, 1969)
Estate of Nigro
243 Cal. App. 2d 152 (California Court of Appeal, 1966)
Estate of Morgan
225 Cal. App. 2d 156 (California Court of Appeal, 1964)
Keith v. Graham
218 Cal. App. 2d 827 (California Court of Appeal, 1963)
Estate of Larendon
216 Cal. App. 2d 14 (California Court of Appeal, 1963)
Estate of Calway
196 Cal. App. 2d 268 (California Court of Appeal, 1961)
Moorehead v. Pope
196 Cal. App. 2d 268 (California Court of Appeal, 1961)

Cite This Page — Counsel Stack

Bluebook (online)
326 P.2d 151, 161 Cal. App. 2d 145, 1958 Cal. App. LEXIS 1713, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-kirk-calctapp-1958.