In Re Estate of Bixler

229 P. 704, 194 Cal. 585, 1924 Cal. LEXIS 256
California Supreme Court·Decided September 30, 1924·No. S. F. No. 10646.·Published·Cited by 35 cases

Opinion

MYERS, C. J.

Contestants appeal herein from a judgment against them upon the pleadings in a proceeding to revoke the probate of a will upon the ground of the alleged undue influence of one Hamilton, who was a proponent of the will and a legatee thereunder. A demurrer, general and special, to the petition of contest having been filed and overruled, answers thereto were filed by the several defendants and the matter coming on for hearing upon the issues so framed defendants objected to the admission of any evidence upon the ground that the petition of contest does not state facts sufficient to constitute a ground of contest. Thereupon defendants moved for judgment on the pleadings upon the same ground, which was granted, and from the judgment so entered this appeal is prosecuted. The appeal thus presents the single question whether or not the petition states facts sufficient to constitute a ground of contest, and by the record as presented to this court that question is further narrowed to the single question whether or not the petition states facts sufficient to justify the revocation of probate upon the ground of undue influence.

The following are the most material allegations of the petition bearing upon this question:

“That at the time of her death the said Elizabeth Augusta Bixler was of the age of over eighty years; that during the last year of her life, and for some time prior thereto, by reason of her age and her physical condition, her mental faculties had become so impaired that she was easily influenced by those in whom she had confidence; that the said Samuel Plumley Hamilton is a young man of the age of about 35 years; that during the last five years prior to her death she made said Hamilton her business manager and confidential agent, and he continued as such until her death; that during said time and up to the time of her death there existed a strange attachment on the part of the said aged decedent for the said young Hamilton, induced by unnatural flattery of the said decedent by the said Hamilton and attentions given the said decedent by the said Hamilton; that this strange attachment existed to such an extent that during the said period and up to the time of the death of *588 said decedent she kept constant company with the said Hamilton and during a great deal of the time secluded herself with him from her said relatives and household servants; that she consulted the said Hamilton constantly about her business affairs and followed his advice explicitly both in matters of business and in social matters; that the said decedent reposed confidence and trust in said Hamilton, and - he did control and influence her mind and ■ actions to such an extent that she, the said decedertt, dwing said period, did whatever he suggested■ or instructed her to do; . . . that during such period the said Hamilton succeeded in substituting his will for the will of said decedent; that for many years and up to the time when the said document purporting to be the last will and testament of said decedent was made the said decedent had employed ... to act as her attorney; that on or about the 19-th day of September, 1919, •the said Hamilton used his said influence over the said decedent and induced her to visit his attorneys . . . for the purpose of having prepared for her her last will and testament ; that the said document purporting to be the last will and testament -of said decedent was prepared by the said attorneys ... at the suggestion of the said Hamilton; . . . that the said Hamilton, by supplanting his will for that of the decedent and by taking advantage of the trmt and confidence reposed in him by the said decedent succeeded in having the decedent devise and bequeath to him by the said document purporting_ to be her last will and testament approximately one-third of the residue of her estate; that at the time of the execution of the said document purporting to be her last will and testament, the said decedent was not follov'ing the dictates of her own will, which would naturally have led her to have devised and bequeathed all of her estate to her heirs, but she was acting wholly under the said influence of the said Hamilton who suggested and dictated to her the terms of said will; . . . that said purported will was not the free and voluntary act of said decedent, but it was procured to be made by the undue influence of said Hamilton.” (Italics added.)

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In Re Estate of Bixler, 229 P. 704, 194 Cal. 585, 1924 Cal. LEXIS 256 (Cal. 1924).

229 P. 704 (In Re Estate of Bixler) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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