Estate of Ricks

117 P. 532, 160 Cal. 450, 1911 Cal. LEXIS 534
California Supreme Court·Decided August 4, 1911·No. S.F. No. 5246.·Published·Cited by 60 cases

Opinion

LORIGAN, J.

The testatrix, by will dated December 36, 1890, devised and bequeathed her estate to two of her sons, the respondent Hiram L. Ricks and Casper S. Ricks, giving to her other son, the appellant here, a nominal legacy. Casper S. Ricks died August 7, 1896. On November 8, 1901, testatrix executed a codicil giving to said Hiram L. Ricks the portion of her estate bequeathed in her will to Casper S. Ricks. Testatrix died November 26, 1903, and on December 1, 1904, her will and the codicil thereto were admitted to probate. On *453 August 28, 1905, the appellant Thomas F. Ricks filed a contest of said will and codicil on the grounds of undue influence and fraud alleged to have been exerted and practiced on the testatrix by said Hiram L. Ricks.

The contest came on for trial before the court and a jury, and on September 26, 1907, contestant having rested his case, respondent moved for a nonsuit, both as to the contest of the will and codicil. The court granted the motion as to the contest of the will and denied it as to the contest of the codicil. On February 28, 1908, a judgment was entered on the order granting the nonsuit as to the will and from this judgment contestant appeals.

The evidence on the hearing of the contest of the will is brought here on a bill of exceptions and the main point urged for the reversal of the order granting the nonsuit is that there was sufficient evidence produced on the trial to call for the submission of the case on trial to the jury.

While the contest filed by the appellant was a single one and attacked the validity of both the will and the codicil and the evidence adduced on the hearing up to the time when contestant rested his case was directed to both instruments, we are concerned on this appeal with the evidence only which bore on alleged undue influence and fraud with respect to the execution of the will itself and which contestant claims made a sufficient case to go to the jury. It appears that after the order granting the nonsuit as to the will and denying it as to the codicil was made, the parties proceeded with the trial as to the validity of the codicil, which resulted in a disagreement of the jury. Thereafter another jury trial was had upon the codicil, resulting in a verdict against its validity, from which a separate appeal has been taken to this court by the present respondent, disposition of which will be made later.

In the petition of contest filed by appellant as the basis thereof he alleged that at the time her will was made and for a long time prior to the making thereof, and continuously thereafter till her death the respondent Hiram L. Ricks, was a partner in business with his mother and her confidential agent and business adviser and conducted her entire business to the exclusion of all other persons; that the mother knew nothing of the amount of property possessed by her or of the *454 business conducted in her name or in the name of the partnership, taking no part in the conduct thereof, but relying absolutely on said Hiram L. Ricks for information thereof, the latter conducting and controlling said business absolutely; that their mother had absolute confidence in the -integrity, fair dealing, honesty, and capability of said Hiram L. Ricks, and because of said belief, entrusted the whole of her property and business to him; that long prior to executing said will said Hiram L. Ricks had the desire and intent to influence and induce their mother to make a will bequeathing the whole of her property to said Hiram L. Ricks and disinherit the petitioner, and that he took advantage of the confidential relation existing between his mother and himself to unduly influence her in the execution of her will.

It is then further alleged:

“That pursuant to the aforesaid design and intent, the said Hiram L, Ricks for the purpose of prejudicing the said Ada-line A. P. Ricks against this petitioner, willfully and falsely represented to her, the said Adaline A. P. Ricks, deceased, and persuaded her to believe that your petitioner had received from her estate and her property in a division of his father’s estate, all of the property he was to receive or which he might inherit from her or his brothers by reason of their death or otherwise, and that upon such partition he agreed to and with the said Hiram L. Ricks, Adaline A. P. Ricks and Casper S. Ricks, a brother now deceased, that he accepted and would take the amount of property so granted to him as a compromise in full of any and all rights which he might have or which might become his by reáson of the death of his mother Adaline A. P. Ricks, or his brothers.
“That said representations were false and said respondent knew them to be false, and said Adaline A. P. Ricks, deceased, believed said representations to be true and acted upon the same, and because of said representations she signed and executed said documents purporting to be the will and codicil thereto, if- the same were ever signed and executed by her, and she would not have so executed said will or said codicil thereto had she known that said representations so made as aforesaid were false and untrue.”

The evidence introduced by contestant showed that prior to his death in 1888, the husband of testatrix and father of *455 the appellant and respondent and Casper S. Ricks, was the owner of a large amount of property in Eureka, Humboldt County, which a short time prior to his death he deeded to his wife and his three sons, who, until the division hereafter mentioned held it in common. After the death of her husband, testatrix took no part in the management of the business, leaving it to be conducted jointly by the respondent Hiram L. Ricks and the contestant, the latter principally conducting it. This joint conduct of the business continued practically until about December 16, 1890, at which date a division of the property held in common by the Ricks family was made. Some time prior to December 16, 1890, the harmony which had prevailed between the contestant and Hiram L. Ricks became disturbed, owing principally to the objection of contestant to certain expenditures and investments of money in the improvement of a public waterworks system in the city of Eureka, owned by the Ricks family. This inharmony became so acute that contestant demanded a partition of the property held in common by the family. His mother and his other brothers wished to keep the property intact in the family and seriously objected to any division. Contestant, however, insisted on it, with the result that his mother, who strongly objected until she saw that contestant would not recede from his demand, and as she declared, to keep peace in the family, finally consented to a partition, and on December 16th and 17th deeds were interchanged between the parties whereby the other members of the family conveyed certain property theretofore held in common to contestant, he conveying to them jointly his interest in the remainder. As far as the record shows, no partition was had between the other members of the family—Mrs. Ricks and Hiram L. and Casper S. Ricks—they continuing to hold their interests in the property in common.

After the segregation of- the interest of contestant, the management of the remainder of the property which was still held by the other members of the family in common, was undertaken by Hiram L. Ricks. Casper S.

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

Estate of Ricks, 117 P. 532, 160 Cal. 450, 1911 Cal. LEXIS 534 (Cal. 1911).

117 P. 532 (Estate of Ricks) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Estate of French
225 Cal. App. 2d 9 (California Court of Appeal, 1964)
Myers v. Washington
211 Cal. App. 2d 767 (California Court of Appeal, 1963)
Garibaldi v. Garibaldi
367 P.2d 39 (California Supreme Court, 1961)
Estate of Warner
329 P.2d 79 (California Court of Appeal, 1958)
Farrell v. Moore
300 P.2d 110 (California Court of Appeal, 1956)
Nungaray v. Pleasant Valley Lima Bean Growers & Warehouse Ass'n
300 P.2d 285 (California Court of Appeal, 1956)
People v. One 1948 Chevrolet Conv. Coupe
45 Cal. 2d 613 (California Supreme Court, 1955)
People v. One 1948 Chevrolet Convertible Coupe
290 P.2d 538 (California Supreme Court, 1955)
Hubbard v. DaBell
287 P.2d 8 (California Court of Appeal, 1955)
Jamison v. Johnson
256 P.2d 984 (California Supreme Court, 1953)
De Laguna Spaulding v. Jones
256 P.2d 637 (California Court of Appeal, 1953)
Ridgway v. Ridgway
206 P.2d 892 (California Court of Appeal, 1949)
Estate of Spaulding
187 P.2d 889 (California Court of Appeal, 1947)
Estate of McDaniel
176 P.2d 952 (California Court of Appeal, 1947)
Estate of King
146 P.2d 952 (California Court of Appeal, 1944)
Ziegler v. Hettermann
119 P.2d 788 (California Court of Appeal, 1941)
Peterson v. Logan
107 P.2d 25 (California Supreme Court, 1940)
Sliff v. Houghtaling
103 P.2d 611 (California Court of Appeal, 1940)
Smith v. Frederick
101 P.2d 551 (California Court of Appeal, 1940)
Estate of Burns
80 P.2d 77 (California Court of Appeal, 1938)