Henderson v. Henderson

17 P.2d 786, 128 Cal. App. 397, 1932 Cal. App. LEXIS 320
CourtCalifornia Court of Appeal
DecidedDecember 27, 1932
DocketDocket No. 4812.
StatusPublished
Cited by15 cases

This text of 17 P.2d 786 (Henderson v. Henderson) 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
Henderson v. Henderson, 17 P.2d 786, 128 Cal. App. 397, 1932 Cal. App. LEXIS 320 (Cal. Ct. App. 1932).

Opinion

PULLEN, P. J.

On July 26, 1931, F. W. Henderson died testate, leaving him surviving his wife, Feme A. Henderson, and a son, the offspring of a former marriage.

By his will he appointed his son executor and residuary legatee of a considerable estate. Referring to his wife in his will he said “To Feme A. Henderson, my wife, I give ' nothing for the reason that she is already provided for and has sufficient for her needs.”

Included in his estate were two pieces of real property, one an eighty-acre alfalfa and dairy ranch, appraised at $12,000 and hereafter referred to as the Lingard property, and the other a house and lot in the city of Atwater, appraised at $2,300.

The widow filed a petition asking the court to set aside to her as a homestead the Lingard property, but this the court refused to do and in lieu thereof set aside as a homestead the Atwater place. She being dissatisfied with the order, has appealed therefrom.

The petitioner, who is the appellant herein, concedes the Lingard property was separate property of her husband, it having been acquired by him many years before his marriage to appellant but was, by agreement, so appellant claims, transmuted into community property; as to the At-water property she contends it was not property belonging to deceased and therefore formed no part of his estate.

Let us first direct our attention to the claim of appellant that the Lingard place was transmuted from separate to community property.

About 1916 appellant was first employed by deceased as a stenographer and continued more or less consistently to so act as his stenographer and confidential secretary until their marriage in July, 1929. The deceased had been previ *399 ously married, it having been terminated by a final decree of divorce very shortly before the marriage of appellant herein to deceased. The will from which the reference to Feme A. Henderson has already been quoted was executed September 24, 1929, approximately two months after the marriage.

The contention of the appellant is that immediately after the marriage an agreement was made between Henderson and herself whereby the character of the Lingard property was changed from separate property into community property.

Appellant testified that while she was employed by deceased as his stenographer and clerk they frequently discussed the Lingard property and made frequent trips to the property and conversed as to what portion should be planted to alfalfa, and Henderson told her that when they were married it would become their home and referred to the property as “ours”. She further testified that within a few months after she and deceased first met they planned to marry. At one period of time prior to her marriage she received from deceased practically the entire income from the property for herself.

A day or two after the marriage appellant testified that Henderson said to her, “Well dear, we worked hard for that 80 acres out there, the Lingard ranch, and I am giving you a half interest, a community interest in it for a wedding present ...” He said, “You have worked hard, dear, since then and we both have worked hard and we will use these bonds to build us a home there or improve that one that is there and now I want you to have it . . . and then Fred said to me, he said, ‘Feme, I will turn over one of the cream checks one month to you, I will endorse it over to you as your income from the place, your income from it, and I will keep the other because now that we are married, of course I will have to pay our living expenses, ’ and'he said, ‘Is that satisfactory?’ And I said, ‘Anything you do, dear, is satisfactory to me’; then I said to him, ‘When we get back you will have to make a deed to me.’ He said ‘No, I won’t have to make a deed to you, dear, but whenever we sell the place, why you will have to sign a deed and the next time we lease it of course you will have to sign the lease.’ ”

*400 Upon one occasion after the marriage of Henderson to appellant he, in the presence of appellant and a mutual friend, as they were driving past the Lingard property, said to the friend, “This belongs, this ranch belongs to Feme and me”, and he said they hoped they were going to build a home there.

The foregoing constitutes substantially all the evidence offered in support of the contention of appellant that Henderson had bestowed upon her a community interest in the Lingard property. No declaration or transfer concerning the property was reduced to writing.

Section 158 of the Civil Code provides: “Either husband or wife may enter into any engagement or transaction with the other, or with any other person, respecting property, which either might if unmarried; subject, in transactions between themselves, to the general rules which control the actions of persons occupying the confidential relations with each other, as defined by the title on trusts.”

It is admitted, of course, that a husband and wife may alter their legal relations one toward the other concerning their property interests; and may change the character of their property from separate to community property. The law requires such a contract to be in writing unless it has been fully executed by one of the parties, in which case it is taken out of the statute. (Martin v. Pritchard, 52 Cal. App. 720, 724 [199 Pac. 846]; Estate of Wahlefeld, 105 Cal. App. 770 [288 Pac. 870].)

Whether or not the conversations as narrated by appellant took place, and if so, whether or not the statements and subsequent conduct of Henderson indicated an intent to convey a community interest in the property to his wife, were questions of fact to be determined by the trial court.

Appellant relies upon her own testimony almost without corroboration to establish a parol transmutation of the Lingard ranch from separate to community property. Henderson, the only person who could testify as to whether or not these conversations occurred, and what was said, is dead. Mrs. Henderson has a very personal and financial interest in the outcome of the controversy between herself on the one hand and the son of her deceased husband on the other.

*401 As Mr. Justice Burnett said in the case of Truman v. Ellison, 37 Cal. App. 204, 208 [174 Pac. 396, 398]: “Indeed it is true that actions to enforce oral agreements claimed to have been made with persons who are dead involve a dangerous assault upon property rights, and they are often supported by false testimony and they naturally and reasonably excite suspicion. And while they may be genuine and worthy of confirmation, they require the closest and most careful scrutiny to prevent injustice being done. (Wall's Appeal, 111 Pa. St. 460 [5 Atl. 220, 56 Am. Rep. 288].) They afford and carry opportunity for fraud against the estates of deceased persons and a great temptation to perjury on the part of the disappointed or avaricious relatives. (Hinkle v. Sage, 67 Ohio St. 256 [65 N. E. 999].) Such considerations could not be laid out of view by the trial judge.”

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

Related

Day v. Rosenthal
170 Cal. App. 3d 1125 (California Court of Appeal, 1985)
In Re Marriage of Miller
133 Cal. App. 3d 988 (California Court of Appeal, 1982)
West v. Witschner
428 S.W.2d 538 (Supreme Court of Missouri, 1968)
Schwab v. Schwab
335 P.2d 174 (California Court of Appeal, 1959)
Paley v. Superior Court
290 P.2d 617 (California Court of Appeal, 1955)
Raphael v. Raphael
206 P.2d 391 (California Court of Appeal, 1949)
Huber v. Huber
167 P.2d 708 (California Supreme Court, 1946)
Marvin v. Marvin
116 P.2d 151 (California Court of Appeal, 1941)
Schipper v. Penkalski
115 P.2d 231 (California Court of Appeal, 1941)
Bank of Am. Nat'l Trust & Sav. Ass'n v. Commissioner
43 B.T.A. 695 (Board of Tax Appeals, 1941)
McDonald v. Lambert
85 P.2d 78 (New Mexico Supreme Court, 1938)
In re Freitas
16 F. Supp. 557 (S.D. California, 1936)

Cite This Page — Counsel Stack

Bluebook (online)
17 P.2d 786, 128 Cal. App. 397, 1932 Cal. App. LEXIS 320, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henderson-v-henderson-calctapp-1932.