Estate of Moore

223 P. 73, 65 Cal. App. 29, 1923 Cal. App. LEXIS 90
California Court of Appeal·Decided December 21, 1923·No. Civ. No. 4774.·Published·Cited by 10 cases

Opinion

STURTEVANT, J.

This is an appeal by the contestants in a contest of a will where the proceeding was commenced after the will had been admitted to probate. George A. Moore was married twice. By his first wife he had several children—George J., Herbert B., Harry T., Mary F., and Jane W. By his second wife, Mary Ellen, he had no children.

*30 George A. Moore died testate in the year 1916, and by the terms of his will he left his property to his second wife, Mary Ellen. After due proceedings had, she received $16,000, which the record shows was community property. His widow, Mary Ellen, continued to live on until the fourteenth day of August, 1920, when she died testate, leaving her surviving at least one sister, and one nephew residing in Humboldt County. After her death her will was admitted to probate, and the proponent and respondent, Harry W. Lobb, was, on September 2, 1920, appointed, in accordance with the provisions of her will, sole executor thereof. Thereafter this proceeding was commenced, and on March 13, 1922, the second amended petition was filed. Later the respondents interposed a demurrer, the demurrer was overruled, he filed an answer and a trial was had. The trial of the issue, interest in the estate, was had by the trial court sitting without a jury. When that issue was on trial, both parties having submitted their evidence, the trial court decided the issue against the contestants, discharged the jury, and dismissed the proceeding.

The contestants are either the children of the husband of the decedent or the children of a deceased child of the husband. By their contest they claim that their stepmother, Mary Ellen Moore, inserted a residuary clause in her will which was invalid by reason of the undue influence practiced on" the decedent by the respondent Harry W. Lobb; that under the alleged invalid clause upward of $80,000 was therefore left undisposed of by will, and that said sum remains to be administered upon as though the decedent had died intestate. In this connection the contestants claim that the decedent had received . from her husband’s estate $16,000, and that the whole thereof was community property, and that she retained the whole of said sum intact until the date of her death, and that the said sum was included in and covered by the $80,000, which was so left undisposed of by will, and to which the contestants were entitled to assert their claim. All of these facts the contestants conceded in the trial court and now concede that they were bound to prove as showing their interest in the estate. (Civ. Code, sec. 1386, subd. 8.) But, so conceding the burden resting on them., they claim that they made the proof in the trial court, and that the *31 trial court erred in determining that they had not shown an interest. The respondents make several replies to the claim of the appellants, and, as we view this case, it becomes necessary to consider only one. That reply is that, if we give to the' evidence received and the evidence not received its full legal effect, the proof was insufficient on the issue as to interest, on the part of the contestants, in the estate.

The appellants proved that. Mary Ellen Moore received from the estate of her deceased husband something over $16,000, and that the whole was community property. As stated by the supreme court in the Estate of Brady, 171 Cal. 1, on page 5 [151 Pac. 275], “It may also be conceded that if such community property is by the husband (the surviving spouse) so mingled with his other property that it cannot be traced to its origin as a part of the community property, subdivision 8 could not be applied.” (Parentheses ours.) To meet that rule and to avoid the consequences of it the appellants attempted to show that Mrs. Moore retained the said $16,000, and the rents, issues, and profits thereof, and was possessed of the same at the time of her death. However, to prove the fact they did not attempt to introduce any direct evidence. They attempted to prove the fact by indirect evidence. Moreover, this evidence included two different theories. (1) They attempted to show that from the date of her husband’s death until the date of her own death that Mrs. Moore suffered no losses and lived within her income. In following along this line of proof they called to the stand her nephew, Frank A. Brown, and examined him as to his knowledge of Mrs. Moore’s affairs. They showed that Mr. Brown was a favorite nephew of Mrs. Moore and down to 1910 was a member of her family household; but none of the matters with which we are concerned in this case occurred before the year 1910. After that year Mr. Brown occasionally visited his aunt and occasionally had conversations with her, and it suffices to state that he did not claim to know nor to testify regarding the many things that may have happened when he was not by the side of his aunt. •

(2) Taking up another line of proof, the appellants produced the inventory filed in the estate of Mary Ellen Moore. That inventory is a long one, and includes over forty items of real and personal property. Some of the items, in turn, *32 consisted of a bunch of bonds or a bunch of stock, and in each bunch there were from ton to forty or even more indentures of similar tenor. Thereupon the appellants undertook to introduce proof as to when each piece of property was acquired and with what moneys it was purchased. It is not necessary to repeat the testimony, but it will suffice to say that the appellants did not so account for investments that could have been made, in whole or in part, consuming the entire $16,000, and, in fact, many times more than the $16,000. Although every certificate of corporate stock was presumably dated when the same was issued to Mary Ellen Moore, the record does not disclose such dates nor any reason why the proof was not made. Although the corporate bonds were presumably purchased from some person, natural or artificial, no attempt was made to introduce evidence to prove the date of the purchase. Although several items were appraised at less than the face value, showing on the face thereof an apparent loss, no evidence was introduced showing the purchase price, and, therefore, whether there was an actual loss, and if so, how much, and whether the loss was incurred by the decedent after she received the moneys from her husband’s estate, or before.

During the progress of their ease the appellants produced and offered in evidence a book that is marked “Cash.” The book purports to cover a period of time from September, 1912, to a part of the year 1918. The respondents objected to the offer, the objection was sustained, and the appellants assign the ruling as erroneous. The writing in the book is conceded to be almost wholly in the handwriting of the decedent. The left-hand page consists almost wholly of items concerning the arrival and departure of and short remarks concerning' the servants; the right-hand page purports to state the household expenses and the personal expenses of the decedent. It is minutely itemized. The right-hand page, however, does not purport to 'State the investments made by the decedent, and the attention of the trial court was not called to a single entry in that behalf. The book does contain some disjointed entries regarding dividends received, but neither party claimed those entries were material in this case.

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

Estate of Moore, 223 P. 73, 65 Cal. App. 29, 1923 Cal. App. LEXIS 90 (Cal. Ct. App. 1923).

223 P. 73 (Estate of Moore) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Delaney v. Delaney CA2/6
California Court of Appeal, 2025
Leslie G. v. Perry & Associates
43 Cal. App. 4th 472 (California Court of Appeal, 1996)
Estate of Ney
212 Cal. App. 2d 891 (California Court of Appeal, 1963)
Singer v. Marx
301 P.2d 440 (California Court of Appeal, 1956)
Estate of Adams
282 P.2d 190 (California Court of Appeal, 1955)
Freitas v. Peerless Stages, Inc.
239 P.2d 671 (California Court of Appeal, 1952)
McCrillis v. Young Women's Christian Ass'n
137 P.2d 751 (California Court of Appeal, 1943)
West Coast Life Insurance v. Crawford
138 P.2d 384 (California Court of Appeal, 1943)
Hamilton v. Pacific Electric Railway Co.
86 P.2d 829 (California Supreme Court, 1939)
Lobb v. Brown
281 P. 1010 (California Supreme Court, 1929)