Estate of Zalud

27 Cal. App. 3d 945, 104 Cal. Rptr. 329
CourtCalifornia Court of Appeal
DecidedSeptember 27, 1972
Docket39464
StatusPublished
Cited by2 cases

This text of 27 Cal. App. 3d 945 (Estate of Zalud) 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 Zalud, 27 Cal. App. 3d 945, 104 Cal. Rptr. 329 (Cal. Ct. App. 1972).

Opinion

27 Cal.App.3d 945 (1972)
104 Cal. Rptr. 329

Estate of PEARLE P. ZALUD, Deceased.
JOE WITT, Petitioner and Appellant,
v.
ROMAN CATHOLIC BISHOP OF FRESNO et al., Contestants and Respondents.

Docket No. 39464.

Court of Appeals of California, Second District, Division Three.

September 27, 1972.

*948 COUNSEL

Alexander H. Schullman for Petitioner and Appellant.

Andrews, Andrews, Thaxter, Jones & Baxter, James F. Thaxter, Hubler, Burford, Moran & Quirk and John F. Quirk for Contestants and Respondents.

OPINION

THE COURT.

This is an appeal from a judgment in a will contest entered pursuant to a special jury verdict finding that the will, dated October 12, 1969, offered for probate by appellant herein, Joe Witt, was not signed by the testatrix Pearle P. Zalud.

Decedent, Pearle P. Zalud, died February 4, 1970, at the age of 85. She left an estate estimated to be worth approximately $1,000,000. The purported will dated October 12, 1969, offered for probate by appellant Joe Witt was prepared on a printed Wolcott form, and left all of decedent's estate, except for $6,000, to Joe Witt, who was unrelated to decedent. As to the remaining $6,000, $3,000 was left to each of decedent's cousins, George and Earl Zalud. Contestants, respondents herein, were principal beneficiaries under a prior will dated October 1, 1967, and a codicil thereto dated July 26, 1969.[1]

The grounds for contesting the Witt will as revealed by the pleadings were lack of execution by the decedent, improper attestation, lack of testamentary intent and undue influence. However, after all the evidence had been presented and prior to submission of the case to the jury, contestants abandoned all grounds of contest except lack of execution by the testatrix and lack of attestation in the manner and form required by law.

On appeal appellant contends that the evidence was insufficient to support the verdict of the jury and that the admission of certain evidence constituted reversible error. The evidence presented in this matter was extensive, covering over 1,000 pages of transcript and including numerous exhibits. The rule for review of the evidence on appeal in a will contest is the same as in any other case. (1) The rule was amply set forth by *949 the Supreme Court in Estate of Teel, 25 Cal.2d 520, at pages 526-527 [154 P.2d 384], wherein the court quoted Estate of Bristol, 23 Cal.2d 221, at page 223 [143 P.2d 689], as follows: "`The rules of evidence, the weight to be accorded to the evidence, and the province of a reviewing court, are the same in a will contest as in any other civil case.... (2) The rule as to our province is: "In reviewing the evidence ... all conflicts must be resolved in favor of the respondent, and all legitimate and reasonable inferences indulged in to uphold the verdict if possible. (3) It is an elementary ... principle of law, that when a verdict is attacked as being unsupported, the power of the appellate court begins and ends with a determination as to whether there is any substantial evidence, contradicted or uncontradicted, which will support the conclusion reached by the jury. (4) When two or more inferences can be reasonably deduced from the facts, the reviewing court is without power to substitute its deductions for those of the trial court." (Italics added.) ... The rule quoted is as applicable in reviewing the findings of a judge as it is when considering a jury's verdict. The critical word in the definition is "substantial"; it is a door which can lead as readily to abuse as to practical or enlightened justice.'" The court in Teel noted further (25 Cal.2d at p. 527): "Of course, all of the evidence must be examined, but it is not weighed. All of the evidence most favorable to the respondent must be accepted as true, and that unfavorable discarded as not having sufficient verity to be accepted by the trier of fact. If the evidence so viewed is sufficient as a matter of law, the judgment must be affirmed." (See also Estate of Martin, 270 Cal. App.2d 506, 509 [75 Cal. Rptr. 911]; Laymon v. Simpson, 225 Cal. App.2d 50, 52-53 [36 Cal. Rptr. 859].)

(5a) Applying the above rules to the instant case we have carefully reviewed all the evidence presented herein and have reached the conclusion that the evidence was clearly sufficient to support the verdict of the jury and the judgment entered pursuant thereto. A summary of some of the pertinent evidence will show the basis for our conclusion.

In the Witt will the witnesses shown are Joe Witt's brother, Marcus Witt, Jr., and Marcus Witt, Jr.'s son, Marcus Witt III.

Marcus Witt, Jr., testified that he visited decedent a day or two before October 12, 1969, at her home in Porterville. His visit was unsolicited by decedent and was without prior notice to her. Decedent asked him to return on Sunday, the 12th, but she gave no reason for her request and she said nothing about a will or about his bringing anyone with him.

On October 12, 1969, Marcus Witt, Jr., left his home in Bakersfield, picked up his son at his place of business, and they drove directly to *950 decedent's home. They arrived at decedent's home in Porterville at approximately 4 p.m. and found decedent in the back yard watering her garden. The three of them entered the back porch and sat down on some chairs around a small table. Decedent served tea and then produced the questioned will. Decedent said, "I made up my mind to give my will to your brother Joe." She asked Marcus Witt, Jr., to witness her will and he inquired as to the propriety of a father and son witnessing a will. Decedent said, "Just a minute. I'll check with the attorney." She went into "the other room" and was gone about three to four minutes. When she returned she said, "Very well and good for a father and son to witness a will." Decedent signed the will. Then Marcus Witt, Jr., and his son each signed the document as witnesses. When the Witts rose to leave, Marcus Witt, Jr., picked up the will and decedent said, "Oh, no. Let me keep this.... I'm going to give this to Joe myself."

Marcus Witt III corroborated his father's testimony in practically every detail. He testified to the statements purportedly made by decedent in language almost identical to that used by his father.

Joe Witt testified that he left his home in Bakersfield at approximately 1 or 2 p.m. on October 12, 1969, and drove to the town of Lindsay, 10 miles north of Porterville, to visit his sister-in-law and to visit his brother's grave in Exeter. After visiting his brother's grave and finding his sister-in-law not to be at home, he left to return to Bakersfield. He stopped at a public telephone in Porterville and called decedent. She asked him to stop by her house and "[c]ome around to the back." He did so and found her on the back porch. She went into her kitchen and returned with the questioned will and gave it to him. She had never said anything to him previously about mentioning him in her will and he did not know when he went to her house that his brother and nephew had been there earlier in the day. He did not discuss preparation of the will with decedent and at that time he had no knowledge regarding the matters of who had prepared the will, where the form had been obtained or whose typewriter had been used to type the will.

Testimony regarding preparation of the questioned will was sharply conflicting.

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Related

Butler v. LeBouef
248 Cal. App. 4th 198 (California Court of Appeal, 2016)
People v. Witt
53 Cal. App. 3d 154 (California Court of Appeal, 1975)

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Bluebook (online)
27 Cal. App. 3d 945, 104 Cal. Rptr. 329, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-zalud-calctapp-1972.