Estate of Williams

221 P.2d 714, 99 Cal. App. 2d 302, 1950 Cal. App. LEXIS 1702
CourtCalifornia Court of Appeal
DecidedSeptember 1, 1950
DocketCiv. 14351
StatusPublished
Cited by8 cases

This text of 221 P.2d 714 (Estate of Williams) 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 Williams, 221 P.2d 714, 99 Cal. App. 2d 302, 1950 Cal. App. LEXIS 1702 (Cal. Ct. App. 1950).

Opinion

PETERS. P. J.

—Sarah Williams died June 24, 1948. Her sole surviving relative was John Potter, a nephew. She left an estate consisting of several hundred dollars in cash and a house and lot in Palo Alto valued at about $6,000. On May 11,1948, she executed a will naming Marguerite Bland executrix, and leaving her entire estate to Rena Suddeth, thus disinheriting Potter, who had been sole legatee under a prior will. Potter contested the probate of the will on the grounds that the testatrix was of unsound mind, acted under the undue influence of Rena Suddeth, and that the will was drawn as a result of the fraud of Rena. The cause was tried before a jury to whom three special verdicts were submitted. By a 9 to 3 vote the jury found that Sarah was of sound mind when the will was executed; by a 10 to 2 vote that Sarah was acting under the undue influence of Rena in executing the will; and by a unanimous vote that the execution of the will was not procured by fraud. Based on the verdict of undue influence, the trial court denied probate of the will. From that judgment Marguerite Bland, proponent of the will, appeals. Rena Suddeth is, of course, the real party in interest, she being the sole legatee under the will.

The sole argument of appellant is that the finding of undue influence, as a matter of law, is totally unsupported by the evidence. With this contention we agree.

Sarah was a laundress, household domestic, and cannery worker. She came to live in Palo Alto in 1932, and purchased the home there that constitutes the main asset of her estate. She made monthly payments on this house for many years. Her health started to fail about 1941, and grew progressively worse until her death on June 24, 1948. During this period *305 she suffered from diabetes, arteriosclerosis and uremia. She became completely blind in 1944. After 1944 she was almost entirely dependent on friends to administer the required insulin and to care for her in other ways, although, on several occasions, either Sarah or Potter hired practical nurses. Her condition became so bad, and her care so arduous, that she was admitted to the Santa Clara County Hospital on February 13, 1948, where she remained, completely bedridden, until her death. She was in her sixties when she died.

John Potter, respondent, went to live with Sarah, his aunt, when he was 3 years old, at which time his father, Sarah’s brother, died, leaving his wife with two children, John and Lillian. The daughter was brought up by her mother, but John came to live with his aunt Sarah, who was then residing in San Antonio, Texas. John lived with, and was brought up by, Sarah until he was 18 years of age, when he left her home to earn his own living. After leaving Sarah’s home, John kept in touch with his aunt and frequently gave her financial assistance when she was out of work or ill. On some occasions John made the payments on the house and advanced money to pay the taxes. On a few occasions Sarah sent John money when he was in financial distress. John frequently visited his aunt, and she frequently telephoned to him. There can be no doubt at all that the relationship between these two was very close and friendly, at least up to 1944. In fact, in 1944, Sarah conveyed the house and lot to John, but a few months later requested him to reconvey the property to her so that she could sell it and acquire money for care in a private sanitarium. John, without protest, reconveyed the property to Sarah. She immediately had her lawyer draw a will, which she signed, leaving the property to John and to his sister. After the sister’s death, John was the sole legatee under this 1944 will. This will was revoked by the 1948 will, if the latter will was valid.

Sarah frequently told many different people that she wanted all of her property, upon her death, to go to her nephew and niece, and, after the niece’s death, she frequently stated that she wanted the property to go to John. Several witnesses testified that such declarations were made during 1947, and up to several days before Sarah went to the hospital. One witness testified that such a declaration was made to him about a month before Sarah died, which would make such declaration subsequent to the execution of the disputed will.

*306 As opposed to this evidence, there is testimony to indicate that sometime in 1944, Sarah, rightfully or wrongfully, became displeased with her nephew. She apparently felt that John should pay for her care in a private sanitarium, and apparently deeded the property to him upon his promise to send her to a private sanitarium. She had a great fear that she would die penniless and be buried in a pauper’s grave, and that her debts would not be paid. She did not want to go to a county hospital. Marguerite Bland, a secretary and notary public and friend of Sarah’s since 1935, and who had handled many business transactions for Sarah, testified that Sarah told her that she demanded the deed back from John because she discovered that John did not intend to put her into a private sanitarium but was going to let her go to the county hospital. She testified that after that episode Sarah was very displeased with John and never again mentioned his name to her. Rena Suddeth, the sole legatee under the 1948 will, testified that in May, 1948, Sarah told her that she was displeased with John because “He just put me in the [county] hospital . .. . and he wouldn’t even come to see me, and he wouldn’t answer my letters. ... I don’t want John ... to have nothing I got.” Admittedly, the last time John saw Sarah was in November, 1947, although in prior years he had visited her several times a month. On the very day the disputed will was executed, May 11,1948, Sarah told the subscribing witnesses that she did not believe John would take care of her body after her death, and would not “put her away decently,” but that Rena would do so, and therefore she wanted all her property to go to Rena.

Rena Suddeth was a friend of Sarah. She first met Sarah in 1941 or 1942 when she became a roomer in Sarah’s house. She was a member of the church attended by Sarah, and, pursuant to the custom in that church, called Sarah “mother,” and Sarah called her “daughter.” Since 1943, Rena has resided in Salinas, but thereafter frequently visited Sarah, usually upon Sarah’s request. After Sarah became blind Rena frequently did errands for her, and visited her when she was lonesome. Undoubtedly, the two became very good friends. Rena testified, and there is no contrary evidence, that she never asked Sarah to deed or will any of her property to her. She admitted receiving, in January of 1948, as a present, deeds to two Oklahoma lots, but testified that she did not request this conveyance. Admittedly, these lots were of little value. She testified that the only time Sarah had *307 ever discussed leaving her property to her was when Sarah was in the hospital in San Francisco (date not specified), at which time Sarah told her that her nephew “wasn’t treating her right”; and then “she asked me if I would, if she would deed me, if she’d will me her property, if anything happened to her, would I see that she’d be put away and pay her bills, and I told her that I would.” Under date of November 3, 1947, Rena wrote a letter to Sarah. The letter contains these sentences: “Now, if you do as you was speaking about doing, I will promise you you won’t be sorry. I will treat you just like you was my real mother.

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Bluebook (online)
221 P.2d 714, 99 Cal. App. 2d 302, 1950 Cal. App. LEXIS 1702, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-williams-calctapp-1950.