In Re Estate of Smead

28 P.2d 348, 219 Cal. 572, 1933 Cal. LEXIS 436
CourtCalifornia Supreme Court
DecidedDecember 28, 1933
DocketDocket No. L.A. 13402.
StatusPublished
Cited by12 cases

This text of 28 P.2d 348 (In Re Estate of Smead) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Smead, 28 P.2d 348, 219 Cal. 572, 1933 Cal. LEXIS 436 (Cal. 1933).

Opinions

CURTIS, J.

This is an appeal from an order refusing to settle the final account of Chester R. Smead, as executor of the last will of Lillian Charnock Smead, deceased, and ordering said executor to account to the estate of said decedent for the proceeds of two pieces of real property owned by said decedent and sold by her during her life *574 time. The whole controversy hinges upon the question as to whether said two pieces of real property were acquired by said decedent as a gift and were, therefore, her separate property, or whether she acquired them under such circumstances as to make them the community property of herself and her husband, the said Chester R. Smead. If said property was community property, then, upon her death, the whole descended to her husband, as it was acquired after her marriage and prior to the effective date of the amendment to section 1401 of the Civil Code in 1923 giving the wife testamentary disposition over one-half of the community property. If, however, said property was the separate property of the decedent, it was subject to her testamentary disposition. By her will she left devises amounting to $35,000 to which the respondents are entitled, if said property was the separate property of said decedent.

Practically the only question involved in this appeal concerns the action of the trial court in refusing to admit in evidence certain of the proceedings in the case of Hunt v. Price, offered on behalf of the appellant. That case was instituted by the county treasurer of the county of Los Angeles against decedent under her maiden name of Lillian Charnock Price to recover an inheritance tax from Lillian Charnoek Price on the ground that said two pieces of real property were acquired by her as a gift from her uncle, John J. Charnock, and that said gift was made by said John J. Charnoek in contemplation of his death. The deed by which said real property was conveyed to decedent ran to her in her maiden name, although she was then, and for more than two years prior thereto had been, married to the appellant herein.

Collateral to this question is the further question whether the error of the court in rejecting this evidence, if it be held to be error, was of so serious a character as to prejudicially affect the rights of the appellant. In this connection the appellant contends that had this evidence been admitted then, with the other evidence before the court, the proof in favor of appellant would have been so overwhelming that the court would have been in duty bound to make findings favorable to appellant. We are of the opinion that the proffered evidence was inadmissible for any purpose and *575 it will be necessary, therefore, for us to consider only the first of the above-stated questions.

There seems to be considerable confusion as to just what evidence was rejected by the court when it refused the offer of appellant to introduce certain of the proceedings in the case of Hunt v. Price. The argument of appellant is based almost entirely upon the assumption that appellant offered in evidence the judgment-roll and the entire record, including the evidence of the decedent in that case. Upon this assumption, the appellant argues that the answer of the deceased, who was the defendant in the case of Hunt v. Price, and her evidence given at the trial of said action, are admissible as admissions against interest made by her during her lifetime and, therefore, they, both the answer and her evidence, are admissible against the respondents who seek to succeed to an interest in her estate. If appellant’s premise were correct, there would be no doubt regarding the correctness of his conclusions. The respondents claim under the will of the decedent and, therefore, any statement made by the decedent during her lifetime to the effect, directly or indirectly, that said two pieces of real property were the community property of herself and husband, whether contained in her answer in the Hunt v. Price case, or in the evidence given in said case, or elsewhere, would be admissible against the respondents who are claiming that said real property was the separate property of decedent. (Donnelly v. Rees, 141 Cal. 56 [74 Pac. 433] ; Estate of Hill, 167 Cal. 59 [138 Pac. 690].) But the record in this case shows that neither the judgment-roll nor the evidence of the defendant in Hunt v. Price was offered in evidence in this case. The matter came before the trial court on two different occasions during the trial. On the first of these occasions, the attorney for the appellant, in an informal manner, offered in evidence the “decree” in the case of Hunt v. Price. After some discussion, the court stated that it would reserve its ruling upon the offer until the papers in the case of Hunt v. Price could be examined out of court by the attorney for the respondents in the present action. Thereupon the attorney for the appellant stated that he wished to complete his offer, which he did by expressly stating that, “It is the decree of the Superior Court of the State of California, in and for the *576 County of Los Angeles, Case No. 74804, entitled” Hunt v. Price. On the other occasion, which was toward the close of the trial, the offer was made by the appellant’s attorney in the following manner: ‘1 There is one further thing which was an oversight, your Honor. The judgment-roll, the judgment decree in the case of Hunt v. Price, that was offered during the time when the objectors [respondents] were putting on their case. Now, we have proceeded on the case in defense and we would like to offer that' judgment again as a part of the evidence for the defense on the ground of estoppel on the part of the objectors to raise . . . as evidentiary, at least, of estoppel to the objections that are now being made by the objectors in this case.” Upon the objection of the respondents that said judgment was incompetent to show any estoppel, the court refused the offer and excluded the evidence. That counsel intended to limit his offer to the judgment alone in the Hunt v. Price case clearly appears from his statements and arguments made to the court in support of his said offer. No mention was made of the judgment-roll nor of the evidence, except in the single instance appearing above, where appellant’s attorney, referring to his previous offer of the judgment, erroneously spoke of it as the judgment-roll, but immediately corrected himself, as appears from his statement quoted above. Neither was any claim made at that time that the evidence was admissible as declarations of the deceased against interest. On the other hand, it was stated and restated that the judgment in the former case was a complete estoppel in the present action to any claim made by the respondents; that it was an adjudication in rem, and even if not an adjudication in rem, the respondents could not question its determination.

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Bluebook (online)
28 P.2d 348, 219 Cal. 572, 1933 Cal. LEXIS 436, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-smead-cal-1933.