Fuller v. Nelle

55 P.2d 1248, 12 Cal. App. 2d 576, 1936 Cal. App. LEXIS 1088
CourtCalifornia Court of Appeal
DecidedMarch 21, 1936
DocketCiv. 10063
StatusPublished
Cited by18 cases

This text of 55 P.2d 1248 (Fuller v. Nelle) 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
Fuller v. Nelle, 55 P.2d 1248, 12 Cal. App. 2d 576, 1936 Cal. App. LEXIS 1088 (Cal. Ct. App. 1936).

Opinion

STURTEVANT, J.

In an action brought to establish a trust the trial court made findings in favor of the plaintiff and from the judgment entered thereon the defendants have appealed.

On the 2d day of July, 1926, Clifford A. Fuller and Harriet H. Fuller, his wife, agreed to make a mutual will. Before doing so they entered into a contract with their adopted daughter, Frances R. Nelle, one of the defendants, by and under the terms of which they conveyed to the latter certain parcels of property in consideration of the promise made by Mrs. Nelle that she would not thereafter interfere in any respect whatever with the carrying out of the provisions of any transfer her parents might make of their other properties. Having made said written contract with their daughter, Mr. and Mrs. Fuller thereafter made and executed a mutual will. Later, Mr. Fuller died. The mutual will was admitted to probate and his interest in the properties mentioned in said mutual will was, pursuant to the terms of said wiU, distributed to his widow. On the 7th day of April, 1927, Mrs. Fuller executed an holographic will and, a little later, on May 9, 1927, she executed a written revocation of the mutual will. On February 9, 1931, Mrs. Fuller died. After due proceedings had the Superior Court of the State of California, in and for the County of Contra Costa, made an order admitting the holographic will to probate. Thereafter all of the beneficiaries named in the mutual will appeared and filed a contest in which they alleged that the holographic will was not executed by the decedent in the manner or form required by law; but that it was executed as a direct result of duress, menace, fraud and undue influence exercised by Frances R. Nelle. They also alleged the execution of the mutual will, that it had not been revoked, and that under its provisions it was agreed between Mr. and Mrs. Fuller that *578 the property of both should not be disposed of by either of them except as therein provided. Continuing they set forth facts which, if true, would have sustained an order revoking the probate of the holographic will and admitting to probate the mutual will. The defendants in this case appeared and answered said petition by alleging that the holographic will was executed in the form required by law; that it tjra not executed by duress, menace, fraud or undue influence exercised by Frances R. Nelle or anyone else. They denied that under the provisions of the mutual will Mr. and Mrs. Fuller agreed in effect or otherwise that the property of both] should not be disposed of by either of them except as therein provided. They also denied that the mutual will was the last will of Mrs. Fuller and alleged affirmatively that said will was revoked on May 9, 1927. To that pleading the ¡beneficiaries under the mutual will filed an answer in whidh they alleged that the purported revocation was a forged instrument and they further alleged that said forged instrument was obtained by the exercise of undue influence by Frances R. Nelle upon the will and mind of Mrs. Fuller. The probate court made findings in favor of these defendants on all of the issues. The pleadings were very broad and the findings with great care found upon every issue made by the pleadings.

The findings in the probate proceeding were filed on April 1, 1932. A notice of appeal was filed June 13, 1932. The instant case was commenced in the Superior Court of the State of California, in and for the County of Los Angeles by the filing of the complaint on May 31, 1932.

In the trial court these defendants contended, and in this court they now contend, that there was no agreement between Mr. and Mrs. Fuller that the mutual will should not be revoked. That contention is based, in part, on the fact that no writing was produced evidencing such an agreement and that a writing is indispensable evidence. (Civ. Code, sec. 1624, subd. 6; Code Civ. Proc., sec. 1973, subd. 6.) In reply the plaintiff contends that under the fact^ these defendants are estopped from pleading the statute of frauds because Mrs. Fuller accepted the benefits of said agreement and thereafter retained the same. (Notten v. Mensing, 3 Cal. (2d) 469 [45 Pac. (2d) 198].) To that contention these defendants reply that Mrs. Fuller did not obtain title to all of the property in suit through the estate of her deceased *579 husband. However, they concede that Mrs. Fuller received substantial sums from his estate. Not waiving their contention that any agreement not to revoke should have been in writing, the defendants earnestly contend that there was no evidence, written or oral, showing that Mr. and Mrs. Fuller agreed that neither would revoke the mutual will. We think there was substantial evidence on that subject. That with meticulous care a mutual will was drawn for and executed by both Mr. and Mrs. Fuller is not controverted. There is not a particle of evidence that down to the date of the death of Mr. Fuller either one was dissatisfied with any single part thereof. Mr. Fuller never for a moment considered a revocation of any part of the will but down to his dying hour the matter of carrying out the terms of the will was the one thought foremost in his mind. Three or four days before Mr. Fuller died Mr. Thomas A. Hanna, assistant manager of investments for the Southern California Edison Company, called. He was an acquaintance of ten years or more and a business adviser of Mr. Fuller. The latter was in bed suffering from his last illness.. Mrs. Fuller was sitting on the bedside. Mr. Hanna testified that Mr. Fuller asked him to advise Mrs. Fuller from time to time, and then Mr. Fuller said “ ‘I don’t expect that I will be here much longer, but I want to feel that she can always come to you if she wishes or you to come to her. . . . This is a matter between my wife and myself and I can depend upon my wife to carry out our mutual wishes. You know what those wishes are; those wishes are expressed in this will.’ . . . Mrs. Fuller did not say anything.” That testimony was not broken down in any respect by the direct examination or cross-examination of Mr. Hanna nor disputed by any other witness. If we examine the meaning of the words used it is to the effect that Mrs. Fuller will not revoke. Indeed it means more, she will not default but will actively cause the will to be executed as written. Certain declarations by Mrs. Fuller were to the same effect.

The defendants assert that the plaintiff is barred by the above-mentioned decrees in probate. As we recited the facts it will be noted that when the instant case was commenced the decree in probate had not become final and therefore could not be pleaded. The appeal was not decided until December 18, 1933. At that time this court filed a decision affirming the probate decrees. (Estate of Fuller, 135 Cal. *580 App. 781 [28 Pac. (2d) 399].) The remittitur went down February 17, 1934. These defendants now claim that the judgment in the probate proceedings was a bar on all issues presented in the instant case. That contention is too' broad. As to every issue of which the probate court had jurisdiction the contention of the defendants is sound. (Clapp v. Vatcher, 9 Cal. App. 462, 466 [99 Pac. 549].) However, the gravamen of the plaintiff’s claim in the instant case is the contract which she claims was made by Mr. and Mrs. Fuller in behalf of this plaintiff and the beneficiaries represented by her.

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Bluebook (online)
55 P.2d 1248, 12 Cal. App. 2d 576, 1936 Cal. App. LEXIS 1088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fuller-v-nelle-calctapp-1936.