Gecht v. Anderson

331 P.2d 1019, 165 Cal. App. 2d 431, 1958 Cal. App. LEXIS 1307
CourtCalifornia Court of Appeal
DecidedNovember 21, 1958
DocketCiv. 22919
StatusPublished
Cited by3 cases

This text of 331 P.2d 1019 (Gecht v. Anderson) 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
Gecht v. Anderson, 331 P.2d 1019, 165 Cal. App. 2d 431, 1958 Cal. App. LEXIS 1307 (Cal. Ct. App. 1958).

Opinion

PATROSSO, J. pro tem. *

This is an appeal from the order admitting to probate the will of the above named decedent over the opposition of contestant, the testator’s son, who is the appellant here.

The grounds of contest were (1) lack of testamentary capacity (2) undue influence and (3) fraud practiced upon the testator by the principal beneficiary under the will, the testator’s brother and the latter’s son-in-law. The trial was a protracted one, the reporter’s transcript comprising more than 2,700 pages in addition to which depositions of more than 1,000 pages and numerous exhibits were introduced in evidence. The trial court, sitting without a jury, found in favor of the proponents of the will upon all issues and the appellant contends that the findings with respect to testamentary capacity and undue influence are unsupported by the evidence.

The decedent left surviving him as his sole heirs-at-law his son, the appellant, and two daughters. By the terms of the will which was admitted to probate by the order here appealed from he disinherited all of his heirs and left the great bulk of his estate of an inventoried value of $429,500 to a brother, Abraham Gecht.

The decedent was a physician and the sole stockholder of Hillcrest Sanitarium, a corporation which operated a sanitarium at La Crescenta. The relationship between the decedent and the appellant was that normally existing between father and son but the decedent had been estranged from his two daughters for a number of years. The appellant had lived with his father from the time he was about 10 years of age, at which time his custody was awarded to the decedent upon the divorce of his parents and he continued to live with his father during his school and college days. Subsequently the appellant attended Chicago Medical School and was licensed to practice medicine in Illinois in 1945 and in conjunction with an associate, Dr. Starr, operated a medical clinic in that city. As indicative of the feeling existing between the decedent and the appellant it appears that during the years preceding the *434 execution, of the will here in question, the decedent had executed a number of wills in all of which the appellant was the principal beneficiary.

As early as June 1953, decedent was suffering from arteriosclerosis, coronary artery disease and diabetes mellitus. He then stated to the appellant that he had worked to establish the sanitarium for appellant’s benefit and wanted him to take over the responsibility for its operation and management before the decedent was disabled from carrying on; that he did not' care whether appellant leased or rented the sanitarium to others but that he would feel that all of his efforts had been wasted if the appellant and his children did not get the benefit to be derived from the operation of the sanitarium. In the same month the decedent talked to appellant’s associate, Dr. Starr, along the same lines and requested that he and appellant take over the operation of the sanitarium. From this time on the decedent and appellant exchanged frequent communications by telephone and letter as well as personal interviews concerning the same subject. During the course of these decedent proposed that the appellant purchase the sanitarium for the sum of $25,000 in cash to pay all the unsecured obligations, but appellant stated he was unable to provide such a sum.

In the early part of July 1954, the decedent became seriously ill and requested appellant to assist him in arranging his affairs. At or about the same time decedent conferred with his counsel, Mr. Lippman, with respect to the lessees then operating the sanitarium and with whom the decedent was dissatisfied and instructed Mr. Lippman to advise the appellant that he could have the sanitarium without having to use any of his (appellant’s) money. At the decedent’s request Mr. Lippman prepared a memorandum outlining a plan for the transfer to appellant of the sanitarium and other properties belonging to the decedent. In this memorandum it was provided that the decedent would convey by way of a gift to the appellant 350 shares of capital stock of the sanitarium corporation of the stated value of $25,000; that appellant should purchase the remaining 351 shares of outstanding stock for the sum of $25,000 to be evidenced by a promissory note bearing interest at the rate of four per cent and payable in monthly installments over a period of 20 years, the note to be secured by a pledge of the 351 shares of stock; that the sanitarium corporation should execute a note to the decedent for the aggregate amount of the obligations owing by it to *435 the decedent, not exceeding $75,000, which note should bear interest at four per cent and be payable in monthly installments over a period of 20 years and to be secured by a deed of trust upon the sanitarium property; that the corporation should pay all outstanding indebtedness owing by the corporation to third persons, the decedent agreeing that all payments required to be made under the note to be executed in his favor by the corporation and secured by the trust deed previously mentioned were to be deferred until all of the corporation’s unsecured obligations were fully discharged, and the appellant to agree not to withdraw any funds from the corporation till all the unsecured obligations had been discharged. It was further provided that the decedent, by way of gift, would transfer to the appellant two parcels of real property subject to a life estate in the decedent in one of said properties, which was the decedent’s residence. Further, the decedent was to create an irrevocable trust, the corpus of which should consist of the note and pledge agreement of the appellant and the note and trust deed to be executed by the sanitarium corporation in favor of the decedent, the income from which trust should be paid to the decedent during his life and upon his death the income to be payable to the three children of the appellant with distribution of the corpus to them upon attaining the ages of 25, 30 and 35 years. Decedent was further to create a second trust, the corpus of which should consist of two other parcels of real property; the income from which was to be payable to the decedent during his life; upon his death to the decedent’s housekeeper, Susan Collins, during her life and upon her death the corpus to be distributed to the appellant.

On July 27, 1954, the decedent was hospitalized with a condition subsequently diagnosed as myocardial infarction, the blocking off of a blood vessel. Upon learning of this appellant and his father-in-law, Mr. Heytow, flew to California and conferred at the hospital with the decedent and Mr. Lippman. The decedent then asked Mr. Lippman to leave the room and thereupon decedent showed the appellant and Mr. Heytow various bank books showing deposits in excess of $57,000, which fact he said he did not want Mr. Lippman to know for fear that he would charge too large a fee for his services. According to appellant’s testimony decedent instructed appellant to withdraw the monies then on deposit in the various bank accounts and pay off all unsecured bills of the sanitarium and do whatever he liked with the balance. However, *436 as we shall see, the decedent later declared that the understanding was otherwise.

On July 29, 1954, the decedent’s counsel, Mr.

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Bluebook (online)
331 P.2d 1019, 165 Cal. App. 2d 431, 1958 Cal. App. LEXIS 1307, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gecht-v-anderson-calctapp-1958.