Estate of Locknane

208 Cal. App. 2d 505, 25 Cal. Rptr. 292
CourtCalifornia Court of Appeal
DecidedOctober 15, 1962
DocketCiv. No. 6867
StatusPublished
Cited by6 cases

This text of 208 Cal. App. 2d 505 (Estate of Locknane) 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 Locknane, 208 Cal. App. 2d 505, 25 Cal. Rptr. 292 (Cal. Ct. App. 1962).

Opinion

208 Cal.App.2d 505 (1962)

Estate of MARGARET E. LOCKNANE, Deceased. FRANCES H. WAINWRIGHT, Contestant and Appellant,
v.
MADELYN ENTRIKEN, as Executrix, etc., Petitioner and Respondent.

Civ. No. 6867.

California Court of Appeals. Fourth Dist.

Oct. 15, 1962.

Frances H. Wainwright, in pro. per., and Edwin H. Armstrong, for Contestant and Appellant.

Heinly & Heinly, Heinly, Hewett, Rickles & Heinly and John T. Tucker, Jr., for Petitioner and Respondent.

BROWN, J. [fn. *]

This is an appeal from a judgment of the court sitting without a jury denying a petition to revoke the probate of the will of Margaret E. Locknane, deceased. The testatrix died at the age of 79 years on June 4, 1959, leaving an estate of an approximate value of $38,000 consisting of a duplex which was devised to respondent and the remainder of the estate which was divided equally among the testatrix' four children, respondent, appellant, another daughter, and a son. The other daughter and the son did not join or petition or participate in the action.

Appellant, who lives in Kansas, did not appear personally at the trial, but was represented by counsel. The will in question was executed on February 24, 1958, prior to which time, in September 1957, respondent was appointed guardian of the person of the testatrix and the First National Bank of Orange was named guardian of her estate. The will was admitted to probate on July 3, 1959. *508

Appellant alleged in her petition that the will was executed under undue influence of respondent and that the testatrix was of unsound mind. Thereafter, the court in its findings of fact and conclusions of law found that the testatrix had testamentary capacity, that she was not unduly influenced in the execution of her will, and that there was a confidential relationship between respondent and the testatrix.

For some time prior to September 1957 respondent lived in one unit of the duplex which was devised to her, and the testatrix lived in the other unit, and when the guardianship was established the testatrix moved in with respondent.

In November 1957 Dr. Mayes, D.O., was treating the testatrix and she was sent to a private rest home on his recommendation. The respondent and testatrix were dissatisfied with the treatment there and attempted to obtain the testatrix' release, without success, either from Dr. Mayes or the attorney for the guardian bank. Respondent then contacted attorney Samuel Hurwitz, who obtained the testatrix' release. Dr. Mayes was discharged and Dr. Rumph, M.D., was retained. In January 1958 the testatrix asked respondent to make an appointment with Mr. Hurwitz to discuss a new will, stating she would like to have the lawyer who helped get her out of the rest home make the new will. Respondent made an appointment with the attorney's secretary and on January 20, 1958, the testatrix and respondent visited the attorney's office. During this interview the attorney had his secretary make verbatim notes of the conversation. Under the belief that the testatrix had given the attorney the impression that she wanted the property divided equally among the four children, as was covered in a previous executed will years ago, the testatrix advised the respondent on the way home from the attorney's office that she was merely describing her property and not stating the way she wanted it to go. On January 22, 1958, respondent wrote to the attorney explaining the error and enclosed a statement written by the testatrix in her own handwriting, reading as follows: "I want Madelyn to have my duplex and furniture at my death."

On February 10, 1958, the attorney wrote that he would prepare the will and on February 13th he mailed the will to the testatrix advising that it be witnessed by a doctor, suggesting Dr. Musfelt, M.D., a psychiatrist.

On February 24th the testatrix and respondent went to see Dr. Musfelt who examined the testatrix for forty or fifty minutes; then she proceeded to execute the will, Dr. Musfelt and *509 a secretary witnessing the same. The will was mailed back to the attorney's office and he retained it in his custody until it was offered for probate.

Appellant's attorney filed her opening brief, replied to by respondent. Meanwhile, appellant discharged her attorney and filed her closing brief in propria persona in which she has made a personal appeal to this court, giving testimony which was not offered to the trial court and which this court cannot consider, as well as some argument with reference to the testimony of various adverse witnesses, together with 17 exhibits consisting of various letters which cannot be considered in this case as they were not introduced in evidence in the court below. Failure of the appellant to testify in person or by deposition does not permit appellant to attempt to offer various exhibits or testimony before the appellate court. We are bound by the record. (Datta v. Staab, 173 Cal.App.2d 613 [343 P.2d 977]; Firemen's Ins. Co. v. Indermill, 182 Cal.App.2d 339 [6 Cal.Rptr. 469].) California Rules of Court, rule 5, [fn. *] states what the record shall consist of, and application to produce evidence must be made under rule 23(b) [fn. **] of those rules. No such application has been made. The appellant appeals from the judgment claiming (1) that there was a presumption that the physical and mental deterioration of the decedent prior to the execution of the will continued to the time of making of the will and that the presumption was not overcome; (2) there was a confidential relationship between the decedent and respondent which raised the presumption of undue influence which presumption was not overcome; and (3) that there was a variance in the terms of the will and the expressed intentions of the testatrix.

[1] As stated in Crawford v. Southern Pac. Co., 3 Cal.2d 427, 429 [45 P.2d 183], the general rule is that when a judgment is attacked as being unsupported by substantial evidence, the only question before a reviewing court is whether there is substantial evidence, contradicted or uncontradicted, which will support the conclusion reached by the trial court. (See also Estate of Bristol, 23 Cal.2d 221, 223 [143 P.2d 689].)

[2] The admission to probate of the will executed February 24, 1958, here in question "... established prima facie, for all the purposes of the contest, that it was duly executed in the manner required by law by a testator who was competent, *510 free from undue influence, etc. The burden of proof was on the contestants to establish its invalidity." (Estate of Baird, 176 Cal. 381, 384 [168 P. 561]; Estate of Jamison, 41 Cal.2d 1 [256 P.2d 984].)

[3] Where the contestant establishes a prima facie case of the absence of testamentary capacity, the proponent of the will has the burden of meeting it. [4] "Testamentary capacity is always presumed to exist until the contrary is established, and the ultimate question is what was actually the testator's mental state at the time of the testamentary act, and not what it may have been." (Estate of Russell, 80 Cal.App.2d 711, 715 [182 P.2d 318].)

[5] In Estate of Bourquin, 161 Cal.App.2d 289, 297 [

Related

Thompson v. Ito CA4/3
California Court of Appeal, 2022
Kinney v. Overton
63 Cal. Rptr. 3d 136 (California Court of Appeal, 2007)
Estate of Mann
184 Cal. App. 3d 593 (California Court of Appeal, 1986)
Gorp v. Smith
184 Cal. App. 3d 593 (California Court of Appeal, 1986)
Hiemstra v. Huston
12 Cal. App. 3d 1043 (California Court of Appeal, 1970)
Goetz v. Roberts
253 Cal. App. 2d 107 (California Court of Appeal, 1967)

Cite This Page — Counsel Stack

Bluebook (online)
208 Cal. App. 2d 505, 25 Cal. Rptr. 292, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-locknane-calctapp-1962.