Fairchild v. Adams

338 P.2d 191, 170 Cal. App. 2d 10, 1959 Cal. App. LEXIS 2160
CourtCalifornia Court of Appeal
DecidedApril 28, 1959
DocketCiv. 23491
StatusPublished
Cited by12 cases

This text of 338 P.2d 191 (Fairchild v. Adams) 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
Fairchild v. Adams, 338 P.2d 191, 170 Cal. App. 2d 10, 1959 Cal. App. LEXIS 2160 (Cal. Ct. App. 1959).

Opinion

WHITE, P. J.

Plaintiff appeals from the judgment for defendant in his action for malicious prosecution. Plaintiff and defendant are brother and sister of Myrtle Welch, deceased. By the instant action, plaintiff brother seeks to recover for damages allegedly suffered because of defendant’s objections to the probate of their sister’s will. (See In re Welch’s Estate, (Cal.App.) 261 P.2d 18; Estate of Welch, 43 Cal.2d 173 [272 P.2d 512].)

The will and codicil offered for probate by appellant were found by a 10 to 2 verdict of the jury in the superior court to have been made under undue influence of the appellant. The judge of the superior court denied appellant’s motions for judgment notwithstanding the verdict and for a new trial. On appeal, three justices of the District Court of Appeal said: “The record in this case has been read with care. It shows that the evidence does support the verdict of the jury . . .” (In re Welch’s Estate (Cal.App.), 261 P.2d 18, 20.) Hearing was granted by the Supreme Court and Mr. Justice Spence, speaking for that court (with the concurrence of four other justices) reversed the judgment and admitted the will to probate, stating at page 175, that “. . . it appears that appellant’s contention that the evidence was insufficient to support the jury’s finding must be sustained.”

The Supreme Court’s decision reversing said judgment, at page 175 thereof, includes the following language quoted from Estate of Arnold, 16 Cal.2d 573, 577 [107 P.2d 25] :“. . . Evidence must be produced that pressure was brought to bear directly upon the testamentary act . . . Mere general influence, however strong and controlling, not brought to bear upon the testamentary act, is not enough; it must be influence used directly to procure the will, and must amount to coercion destroying free agency on the part of the testator . . . mere opportunity to influence the mind of the testator, even coupled with an interest or a motive to do so, is not sufficient . . .

*12 “The unbroken rule in this state is that courts must refuse to set aside the solemnly executed will of a deceased person upon the ground of undue influence unless there be proof of 'a pressure which overpowered the mind and bore down the volition of the testator at the very time the will was made’...”

Myrtle Welch, the deceased sister of plaintiff and defendant, after the death of her husband in January, 1947, decided to move from her Compton home and live with her sister (defendant herein) in her sister’s Long Beach home, listed her own home for sale and started packing her belongings, some for storage and some for moving to defendant’s home.

About February 1st, while the two sisters were still packing, plaintiff appeared at Myrtle’s home and caused a change of plan. He told defendant herein, “Take your things and get out of here. I am going to stay with Myrtle.” He cancelled Myrtle’s listing for sale of her home. When plaintiff ordered defendant herein to “get out,” Myrtle accompanied her into the yard and said: “I have stood all I can stand of fighting. You will just have to do as he says ... I will stay here until he gets his things out of the garage, then I will ease him out without fighting.”

February 28, 1947, Myrtle willed plaintiff herein all her property, approximately $18,000. She was then 68 years old. At approximately the same time, said plaintiff willed Myrtle $25,000, which, according to his own testimony, he did not have. December 26, 1949, when Myrtle was 70 years old, she and plaintiff herein exchanged testamentary documents by which each named the other as executor and executrix to act without bond. As said by the Supreme Court, at page 177, “No one except Myrtle and Arthur was present when the wills and codicils were executed.

“Myrtle was of a mild disposition and tried to avoid quarrels with Arthur . . . Arthur systematically excluded Geraldine (defendant herein) and her sons from the house. However, Myrtle surreptitiously visited Geraldine in Long Beach when Arthur was away on his frequent mining trips.”

The further testimony mentioned in the decision of the Supreme Court concerns only plaintiff’s arrangements about two weeks before Myrtle’s death for the cheapest possible disposal of the latter’s body without any funeral, his failure to call a doctor or nurse to attend her until a few hours before her death when he was told by the mortician that he would have to procure a doctor’s signature on a death certificate or await an autopsy before the body could be disposed of, the *13 filthy, emaciated and unkempt condition of her body, and his failure to attend her funeral. She died December 22, 1951, at the age of 72 years.

The following language is quoted from page 180 of said decision: “At most, the record here shows no more than that Arthur was so situated as to have had an opportunity to unduly influence the mind of Myrtle, and that Ms actions and conduct at times might be regarded as suspicious ...” (Emphasis added.)

Justices Schauer and Carter dissented, Justice Schauer, at page 180, stating that in his view “the evidence, construed favorable to sustaining the judgment . . . amply supports all essential implied findings of the jury,” and Justice Carter, at pages 181 and 182, quotes the provision of section 371 of the Probate Code that “Any issue of fact involving . . . the due execution and attestation of the will, or any other question substantially affecting the validity of the will, must be tried by a jury ...” He then states that “In this case, we have 10 jurors rendering a verdict on the issue of undue influence; we have an able and outstanding trial judge denying motions for a nonsuit, directed verdict, judgment notwithstanding the verdict and for a new trial; and three able and eminent jurists of the District Court of Appeal rendering a unanimous decision affirming the judgment (Estate of Welch (Cal.App.), 261 P.2d 18)—holding the evidence sufficient to establish the issue of undue influence. In addition to the above we have Mr. Justice Schauer and myself on this court—a total of six judges in addition to the 10 members of the jury—all of the opinion that the evidence is sufficient to support a finding of undue influence.”

In the instant action, by the complaint, it is alleged that defendant procured the verdict of the jury and the judgment of the trial court denying probate of the will and codicil of Myrtle Welch, deceased, by perjured testimony, of which five examples are alleged. As to each example the evidence is conflicting and the trial court has found that no perjured testimony was given by defendant and that all testimony given and produced by her at said trial was true.

The court further found and concluded that defendant did not act in connection with the filing and prosecution of her opposition to the probate of the will of her deceased sister “with malice or without probable cause”; and that it is not true that plaintiff has been damaged “in any manner by any *14 action complained of by plaintiff in the said complaint herein.”

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Bluebook (online)
338 P.2d 191, 170 Cal. App. 2d 10, 1959 Cal. App. LEXIS 2160, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fairchild-v-adams-calctapp-1959.