Livernois v. Brandt

225 Cal. App. 2d 301, 37 Cal. Rptr. 279, 1964 Cal. App. LEXIS 1377
CourtCalifornia Court of Appeal
DecidedMarch 3, 1964
DocketCiv. 7212
StatusPublished
Cited by5 cases

This text of 225 Cal. App. 2d 301 (Livernois v. Brandt) 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
Livernois v. Brandt, 225 Cal. App. 2d 301, 37 Cal. Rptr. 279, 1964 Cal. App. LEXIS 1377 (Cal. Ct. App. 1964).

Opinion

GRIFFIN, P. J.

Plaintiff-respondent brought this action for declaratory relief (more in the form of an action to declare a trust) against defendants and appellants George F. Brandt, and Margaret Brandt, individually and as administratrix of the estate of Wallace George Brandt, deceased, to declare her to be an equitable owner of an undivided one-fourth interest in certain real property in Imperial Valley and to declare George F. Brandt a trustee holding said property for plaintiff and to order him to execute a deed to an undivided one-half interest therein to defendant Margaret Brandt as administratrix of the estate of Wallace George Brandt, deceased; that she, as administratrix, be required to list said property in the inventory of the estate of Wallace George Brandt, deceased, subject to administration of said estate and for an accounting of any money received since the death of Wallace George Brandt on account of the purchase price from the sale of said property to the extent of plaintiff’s interest therein.

Defendants, in their answer, deny generally these claims and state that plaintiff had no interest in said property at any time or in any funds derived from a sale thereof. It is claimed by defendants that defendant George F. Brandt held title to the interest of Wallace Brandt in the property as trustee for the benefit of his wife, Margaret Brandt.

The property involved consists of three separate but adjoining parcels of land:

Parcel No. 1 consisted of 97 acres and was originally bought by Wallace Brandt in 1916 and was transferred to his father, George F. Brandt, without consideration, because of some threatened divorce action by his first wife, about Jan *303 uary 17, 1958, about one year before Wallace died. Both Wallace and George lived upon and worked this ranch together.
Parcel No. 2 consisted of 100 acres originally purchased by George F. Brandt in 1916. It was planted to alfalfa.
Parcel No. 3 consisted of 320 acres purchased by George F. Brandt and his wife as joint tenants. His wife died in 1954.

Plaintiff was and is the daughter of Wallace Brandt, the deceased, by a former marriage, which ended in divorce in 1957. Plaintiff is the grandaughter of George F. Brandt.

It appears that about nine months before the death of Wallace Brandt, the three tracts of land were sold to one John Jackson for $125,000. The downpayment was divided equally between the father George and the son Wallace. George F. Brandt has executed a purported assignment, to become effective at the close of escrow, of one-half of the balance remaining due upon a note and trust deed on said property, securing the payment of the purchase price by the buyers.

As is noted, the complaint alleges that it was the intention of Wallace and George to permit George to hold title to a one-half interest in all of said real property as trustee for Wallace. The prayer is that plaintiff be declared to be the equitable owner of an undivided one-fourth interest in said property and that she be declared to own an undivided one-fourth interest in the note and trust deed.

The pretrial order signed by the judge recites that the issues of fact disclosed by the pleadings are: “Did George Brandt hold a one-half interest in the real property and the note and trust deed which is in the escrow and the moneys which have been paid for the purchase of this real property as trustee for Barbara Livernois?” (Italics ours.) or as trustee for Margaret Brandt?

The trial judge filed a memorandum opinion finding that Wallace was the equitable owner of an undivided one-half interest in all the real property and a one-half interest in any rights accruing under the contract for its sale; that George Brandt held such one-half interest as trustee for Wallace prior to the death of Wallace and also prior to the marriage of Wallace to defendant Margaret Brandt, and that such undivided one-half interest passed to his heirs at law, Margaret Brandt, his wife, and plaintiff Barbara Livernois, his daughter, and that each of them is entitled to an undivided one-half interest of the share of Wallace or a one-fourth interest in the whole; *304 that there was no trust in favor of Margaret Brandt and that Margaret Brandt as administratrix should list said undivided one-half interest of Wallace Brandt, deceased, and inventory it in his said estate, and George and Margaret should account to plaintiff for plaintiff’s share of all proceeds from the sale money paid after the death of Wallace.

Findings of fact were then signed by the trial court, specifically providing that in the year 1957 George Brandt declared himself trustee of an undivided one-half interest in certain described real property (parcels No. 2 and No. 3) for the benefit of Wallace George Brandt; that Wallace expended time, skill and money upon the improvement of said real estate and accordingly said oral declaration of trust was partially executed. It then found that about January 17, 1958, Wallace transferred, in trust, the legal title to parcel No. 1 to George upon the agreement by George that he would hold the same in trust for Wallace and that he does now so hold it. It then found that the entire parcel No. 1 (not one-half, as heretofore alleged and specified in the pretrial order) was the sole and separate property of Wallace, and this interest vested in plaintiff Barbara Livernois and defendant Margaret Brandt individually, each having an undivided one-half interest in it, and directed that it be included in and inventoried in the estate of Wallace and distributed according to law together with all moneys paid or agreed to be paid by the Jacksons under contract of purchase.

The judgment provides that George should execute deeds of such property to the administratrix of Wallace’s estate to effectuate a transfer of such interests. The judgment then provides that should said real property or the proceeds from the sale thereof be disposed of prior to the judgment’s becoming final, plaintiff have and recover from Margaret Brandt or George F. Brandt judgment for an amount equivalent to her proportionate interest in said real property and the proceeds thereof, said amount to be determined by the appointment of an appraiser by order of the court and that the court retain jurisdiction to make such further orders as may be necessary to effectuate the enforcement of the judgment.

Judgment was entered that plaintiff be declared to be the owner of an undivided one-fourth interest in parcels No. 2 and No. 3 and the owner of a one-half interest in parcel No. 1 and a similar proportionate share in the note and trust deed and money heretofore paid on said property, and that the court retain jurisdiction to make further orders.

*305 On this appeal, the first complaint is that the findings and judgment are not in accord with the relief prayed for in the complaint, exceeded the scope of the issues set forth in the pretrial order, and are against the law. We are in accord with this conclusion.

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Cite This Page — Counsel Stack

Bluebook (online)
225 Cal. App. 2d 301, 37 Cal. Rptr. 279, 1964 Cal. App. LEXIS 1377, Counsel Stack Legal Research, https://law.counselstack.com/opinion/livernois-v-brandt-calctapp-1964.