Estate of Monks

120 P.2d 167, 48 Cal. App. 2d 603, 1941 Cal. App. LEXIS 847
CourtCalifornia Court of Appeal
DecidedDecember 19, 1941
DocketCiv. 2832
StatusPublished
Cited by17 cases

This text of 120 P.2d 167 (Estate of Monks) 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 Monks, 120 P.2d 167, 48 Cal. App. 2d 603, 1941 Cal. App. LEXIS 847 (Cal. Ct. App. 1941).

Opinion

WEST, J. pro tem.

This is an appeal from a judgment of the Superior Court of San Diego County denying probate to a will of Allan Bradford Monks, deceased, dated August 4, 1928, and admitting to probate an earlier will of said deceased dated September 22, 1913.

The issues, insofar as presented here, arise by virtue of the trial court’s determination first, that Monks in 1913 exe *606 euted in the State of Massachusetts a valid testamentary document leaving, all of his property to Ida Nancy Lee; second, that the will dated August 4, 1928, in which appellant was bequeathed the entire estate, was procured by fraud exercised by the appellant; third, that said later will was procured by reason of undue influence exercised by the appellant; and fourth, that the marriage of Monks and appellant on December 19, 1930, was void as in violation of miscegenation laws of the state of Arizona, and was therefore inoperative to revoke the 1913 will.

Bespondent Ida Nancy Lee filed a petition for probate of the 1913 will. Appellant instituted a contest and also petitioned for probate of the 1928 will. Mrs. Lee contested the latter petition. Louisa D. Hemple, an aunt of Monks, and who alleged that she was his sole heir at law, filed her opposition to each of said wills. Mrs. Hempel died before the trial and Chester D. Gunn, as special administrator of her estate, was substituted. He did not appeal from the judgment and appears here only as a respondent by virtue of Ms successful attack on the 1928 will.

The record is very voluminous and presents a rather complete life history of the deceased and of the beneficiaries of his wills as bearing on his two testamentary declarations of 1913 and 1928 respectively, and his subsequent purported marriage to appellant in December, 1930.

Allan Bradford Monks, was born in 1875. His grandfather, John P. Monks had, during his lifetime, created a trust from which certain income had been paid to Monks, and in the principal of which he would share upon the death of the last surviving child of his grandfather. Monks had a boyhood friend, one Charles Tennant Lee, whose wife, Ida Nancy Lee, is one of the respondents. Monks made his home with the Lees at intervals totaling a considerable portion of the time from 1907 to 1925, and during a large portion of this period was engaged in business enterprises with Lee. On September 22, 1913, the date of the first will, the relationship just alluded to existed. This will was attested by three witnesses, two of whom testified at the trial, the other having died prior thereto. This will will be hereafter again referred to. In 1925, Monks and one Hanford engaged as partners in the city of San Diego in a motorcycle sales business, Monks maMng his home with the Hanford family. *607 Some time in the year 1927, the exact time being the subject of dispute, Monks and the appellant Antoinette Girando became acquainted. It appears that the acquaintanceship was at first casual and that the entire Hanford household, including Monks, participated in visits which were of a friendly nature only, although at the trial the appellant gave much testimony to the effect that she loaned Monks large sums of money during 1927 and 1928, and that she and the deceased were engaged to be married as early as October, 1927. In February, 1928, Monks and his partner Hanford were injured in a motorcycle accident. Monks was disabled for a period of time variously said to be from ten days to several weeks in duration. Hanford returned to work very soon after the accident but died about two months later, and thereafter Monks continued the operation of the business. As to his conduct and activities following the accident there was hopeless conflict in the evidence. Much testimony was adduced by respondents indicating a distinct personality change on the part of the deceased beginning soon after the injury and progressively continuing. In May, 1928, he had an argument with the Lees and ordered them from his store. Several witnesses stated that he became unkempt in his personal habits, whereas before his injury he had been immaculate and neat. He was seen on the streets during the daytime clad only in pajamas and robe. There was testimony that he became jumpy and would sit for long periods of time and stare into space, and that he apparently did not realize when he was being spoken to by persons who had occasion to converse with him. During a few months after his accident he wrote fervent love letters to appellant, whereas, his conduct prior to his injury, insofar as women were concerned, was generally one of lack of interest. Mrs. Hanford, in whose home he lived for several years before and for several months after the accident, stated that he became nervous and restless and was unable to sleep at night; that he complained of pain in his head; that she observed appellant giving tablets to him which appeared to induce a condition of stupor. One Todd, a police officer, testified that he had known Monks since 1914; that after the accident he noticed a distinct change; that Monks did not recognize him; and that upon attempted conversations his statements were irrational.

In July, 1928, Monks suddenly and without previous notice *608 left the Hanford home and took quarters next door to appel-> lant’s residence. There was evidence to the effect that thereafter Mrs. Hanford asked for a statement of the affairs of the motorcycle business in which she had an interest by reason of her husband’s death, and that Monks stated that appellant had given orders that she, Mrs. Hanford, could not see the books outside of the presence of appellant and that in an ensuing argument Monks slapped her.

Several persons testified as to the activities of appellant as relating to Monks’ conduct and actions following his injury. A. L. Hubbell, attorney, testified that in the spring of 1928, appellant stated to him that Monks had lots of money and that appellant was going to get him away from the Hanford home. Credence is lent to this testimony by reference to a letter written by Monks in May of 1928 to the appellant, a portion of which reads as follows:

“I don’t know what the Hanfords are going to do— . . . I ask no question—make no comments—and am pleasant to them—remembering what you said about not promising to stay with them ... I am depending on you for help and advice when the time to move comes.”

It appears that appellant was active in securing or attempting to secure from Monks a transfer of his interest in the motorcycle agency to herself. Hubbell testified that appellant asked him to take her to the motorcycle shop and upon arriving there stated to him: “Mr. Monks wants you to make a bill of sale to me of all his interest in this motorcycle shop.” Another witness who had been financing the sales of motorcycles for the agency testified that Monks advised him that he had transferred the business; that he got no consideration therefor; and that he had had to do so to avoid trouble. As to the relationship generally, Mr. Hubbell testified:

“At first Mr. Monks was madly infatuated with Miss Giraudo. It appeared to me from his actions like a man that was hypnotized. He did everything she told him. He always signed every paper that she asked him to sign.

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Bluebook (online)
120 P.2d 167, 48 Cal. App. 2d 603, 1941 Cal. App. LEXIS 847, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-monks-calctapp-1941.