Kobus v. San Diego Trust & Savings Bank

342 P.2d 468, 172 Cal. App. 2d 574, 1959 Cal. App. LEXIS 1994
CourtCalifornia Court of Appeal
DecidedAugust 3, 1959
DocketCiv. 5892
StatusPublished
Cited by8 cases

This text of 342 P.2d 468 (Kobus v. San Diego Trust & Savings Bank) 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
Kobus v. San Diego Trust & Savings Bank, 342 P.2d 468, 172 Cal. App. 2d 574, 1959 Cal. App. LEXIS 1994 (Cal. Ct. App. 1959).

Opinion

MUSSELL, Acting P. J.

This is an action to impose a constructive trust on property owned by Edward Keller during his lifetime and to enforce an alleged oral agreement to make a will. The appeal herein is on the judgment roll and the question of the sufficiency of the evidence is therefore not open. (White v. Jones, 136 Cal.App.2d 567, 569 [288 P.2d 913].)

The facts as reflected by the findings are as follows: On or about August 1, 1954, plaintiff and Edward Keller entered into an oral agreement under the terms of which plaintiff, who was a practical nurse, agreed to move into the residence of said Edward Keller, do all of the housework and care for him for the rest of his life. He agreed in consideration therefor to make a will leaving to plaintiff all of his property, both real and personal, upon his death. Plaintiff fully performed her part of the agreement, moving into the decedent’s residence, doing all his housework, and caring for him constantly from August 1,1954, until his death on June 27, 1955. She received no compensation for her services during said period and Keller’s income was such that he could not pay for such care in any other manner than by promising to compensate her *576 with his remaining property. He intended to carry out his part of the agreement and for that purpose, on October 11, 1954, executed a will, signed by witnesses, to whom he stated that he was making the will to compensate plaintiff for caring for him the rest of his life. However, the will was denied admission to probate because it was improperly executed in that Keller’s signature was improperly placed on said document. Apparently, this signature was placed at the top of this instrument instead of at the end because of decedent’s ignorance of the law.

Keller had previously employed plaintiff and had released her because of his inability to pay for her services. Later, he reemployed her, promising that if she would care for him the rest of his life he would give her his remaining property. His property consisted of a residence at Oceanside, California, of the approximate value of $5,000 and what remained of a $2,000 note.

The court further found that Keller suffered from cancer and had been operated upon for removal of part of his stomach but that he nevertheless might have lived for several years; that the contract was not unreasonable; that “There was no family relationship between plaintiff and Edward Keller and the contract did not contemplate the giving of companionship and love and affection, such as could not be compensated for in money; however, it is true that plaintiff rendered unusual services; that it is true that the character of the services performed by plaintiff were capable of being compensated for in money; and it is true that the situation existed where both parties realized that deceased could not pay for such services in money and had no other way to secure them.” Plaintiff appeals from the judgment that she take nothing by her complaint.

The sole question on appeal is whether under the circumstances shown by the record appellant is entitled to impose a constructive trust on real and personal property as against decedent’s administrator and heirs to enforce the contract with the decedent.

Section 1624, subdivision 6, of the Civil Code provides that an agreement which by its terms is not to be performed during the lifetime of the promisor, or an agreement to devise or bequeath any property, or to make any provision for any person by will, is invalid, unless the same, or some note or memorandum thereof, is in writing and subscribed by the party to be charged or by his agent. Section 1973, subdivision *577 6, of the Code of Civil Procedure contains substantially the same provision.

The facts in the instant case are similar in many respects to those in Baker v. Bouchard, 122 Cal.App. 708 [10 P.2d 468]. In that case the plaintiff sought to enforce an alleged trust in a parcel of land belonging to the estate of one Robert Price, deceased. The trust was alleged to have arisen by virtue of an oral contract between the appellant and decedent whereby decedent agreed, in consideration of appellant taking up her residence in decedent’s home and furnishing him necessary food and care during his declining years, that he would make a will devising to her the property in question. There, as here, there was an invalid will and it was not contended that there was any written memorandum of the agreement other than the invalid will, and, the will in that case, as here, contained no reference to the alleged agreement. It was held that the will did not constitute a sufficient memorandum to comply with the provisions of section 1624 of the Civil Code and section 1973 of the Code of Civil Procedure. (Citing Zellner v. Wassman, 184 Cal. 80 [193 P. 84].)

Chahon v. Schneider, 117 Cal.App.2d 334 [256 P.2d 54], was an action for quasi-specific performance of an oral contract to transfer certain property by will in consideration of services rendered during the lifetime of the promisor. A demurrer presenting the bar of the statute of frauds was sustained without leave to amend and this ruling was affirmed on appeal. In that case plaintiff alleged that in 1943 she made an agreement with Marcelin Berge, then 60 years of age, to take him into her home and furnish him with board, room and laundry for $40 per month. In 1946 Berge fractured his leg and was hospitalized for about six months. He then returned to plaintiff’s home and there went through an additional six months of convalescence, during which plaintiff furnished him with extensive nursing care and other services. Because of the increased burden plaintiff and her husband desired to terminate the relationship, but did not do so, and agreed to continue the relationship, because Berge orally promised plaintiff that if she would continue to care for him until his death, he would compensate her in his will, in that he would leave her a certain bank account. Plaintiff agreed to permit Berge to remain and to care for him and to render said services for him upon the terms proposed by him. In making this agreement the parties did not contemplate that *578 the services appellant was to perform were to be compensated by the $40 per month or other pecuniary compensation. Upon the death of her husband in 1947, plaintiff decided to sell her home and discontinue her services to Berge. For these reasons, in the fall of 1948 she advised Berge he would have to find other quarters. He repeated his promise to will her the bank account, urged her not to sell, and requested her to continue caring for him. In reliance upon these promises, appellant was induced to continue to care for him until his death. Berge was again hospitalized in 1950 and while in the hospital made a will bequeathing plaintiff $1,000 and all the residue of his assets to the defendant. The court discussed the case of Monarco v. Lo Greco, 35 Cal.2d 621, 623, 624 [220 P.2d 737

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Bluebook (online)
342 P.2d 468, 172 Cal. App. 2d 574, 1959 Cal. App. LEXIS 1994, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kobus-v-san-diego-trust-savings-bank-calctapp-1959.