Greuner v. Wells Fargo Bank & Union Trust Co.

87 P.2d 872, 31 Cal. App. 2d 161, 1939 Cal. App. LEXIS 609
California Court of Appeal·Decided February 21, 1939·No. Civ. 10861·Published·Cited by 7 cases

Opinion

WARD, J.

The sole question presented on this appeal from a judgment of nonsuit is whether or not there was presented sufficient evidence to entitle the contestant Philip Greuner, in a contest to the probate of his father’s will, to the submission to the jury of the issue of undue influence.

The evidence shows that for many years the decedent W. M. Greuner had engaged extensively in the operation of real estate holdings. Decedent resided in friendly relations with his wife and five children. In 1931 he permitted his wife, Louise P. Greuner, to read a will that he had made providing bequests for his wife, children, relatives and numerous other parties. This will had evidently been made four or five years prior to 1931 and at a time when Gruener’s real estate holdings, etc., were worth from five to ten million dollars. In 1932 the estate was probably worth less than two million. On May 24, 1932, Greuner executed a will under the terms of which all of his estate was bequeathed to his wife, with the provision that should the wife predecease him the estate should be divided equally among his children. Respondent herein, Wells Fargo Bank and Union Trust Company, was named executor. Appended to the will is a written election signed by the wife to take under the will and a waiver of her interest in the community property disposed of by the will. In 1934, possessed of three small pieces of property only, *163 Greuner died at the age of forty-seven years. The last will was filed for probate and resulted in this contest by the eldest son Philip.

No evidence was introduced supporting the first two grounds of contest, namely, lack of testamentary capacity and that the will had not been properly executed and hence may be disregarded. Supporting the allegation of undue influence exercised by the wife, the following testimony appears : That at the time the will was executed testator’s possessions were dwindling and decedent was greatly worried and distressed. The subscribing witnesses to the will were not called. Respondent contends that, in the absence of any evidence from the attesting witnesses, this court may properly conclude that the judgment of nonsuit was properly granted. The failure to call a subscribing witness to the execution of a will is a circumstance to be considered (Estate of Higley, 64 Cal. App. 664 [222 Pac. 626]: Estate of McDonnell, 109 Cal. App. 577 [293 Pac. 651]), but is not fatal to a contestant’s cause if evidence of undue influence is presented. Likewise the age, condition of health, and the period of time elapsing between the date of the execution of the will and the date of death of the testator are important circumstances to be considered, but are not entirely controlling. (Estate of Doolittle, 153 Cal. 29 [94 Pac. 240].)

Undue influence, if used, must be with the intent of violating a legal or an equitable right; an influence used for an improper purpose, such as the destruction of the desire, intention and determination of the party at the time and in the very act of making the testament. The party using the undue influence need not be present in person at the time of the execution of the document if the influence is present to constrain the party from exercising his free will. The evidence of the use of undue influence need not be direct. It may be circumstantial, but there must be substantial proof of pressure that overpowered the will of the testator. (Estate of Donovan, 140 Cal. 390 [73 Pac. 1081] ; Estate of Rickey, 64 Cal. App. 733 [222 Pac. 628] ; Estate of Hamburger, 126 Cal. App. 455, 464 [14 Pac. (2d) 802]; Estate of Short, 14 Cal. App. (2d) 258 [58 Pac. (2d) 186] ; Estate of Grant, 8 Cal. App. (2d) 232 [47 Pac. (2d) 508]; Estate of Finkler, 3 Cal. (2d) 584 [46 Pac. (2d) 149]; In re Hess’ Will, 48 Minn. 504 [51 N. W. 614, 31 Am. St. Rep. 665].) *164 In this ease the wife was present at the time of the execution of the will. The rule is well settled in Estate of Anderson, 185 Cal. 700, 707 [198 Pac. 407] : “The mere fact that one person has been influenced by the arguments or entreaties of another is not enough to make the influence an undue one. It is not undue unless the pressure has reached a point where the mind of the person subjected to it gives way before it so that the action of such person taken in response to the pressure does not in fact represent his conviction or desire brought about perhaps by argument and entreaty, but represents in truth but the conviction or desire of another. As was said in Estate of Donovan, 140 Cal. 390, 394 [73 Pac. 1081], quoting from Chaplin: ‘The true test of undue influence is that it overcomes the will without convincing the judgment. ’ ’ ’

Free access — add to your briefcase to read the full text and ask questions with AI

Greuner v. Wells Fargo Bank & Union Trust Co., 87 P.2d 872, 31 Cal. App. 2d 161, 1939 Cal. App. LEXIS 609 (Cal. Ct. App. 1939).

87 P.2d 872 (Greuner v. Wells Fargo Bank & Union Trust Co.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Matter of Kosmo Family Trust (Savino)
172 N.Y.S.3d 501 (Appellate Division of the Supreme Court of New York, 2022)
Estate of Baker
131 Cal. App. 3d 471 (California Court of Appeal, 1982)
Potter v. Coleman
131 Cal. App. 3d 471 (California Court of Appeal, 1982)
In Re Estate of Harber
428 P.2d 662 (Arizona Supreme Court, 1967)
Estate of Mesner
176 P.2d 70 (California Court of Appeal, 1947)
Cradick v. Reich
176 P.2d 70 (California Court of Appeal, 1947)
Ziegler v. Hettermann
119 P.2d 788 (California Court of Appeal, 1941)