Llewellyn v. Cheesewright

189 P.2d 822, 83 Cal. App. 2d 534, 1948 Cal. App. LEXIS 1118
CourtCalifornia Court of Appeal
DecidedFebruary 9, 1948
DocketCiv. 15789
StatusPublished
Cited by62 cases

This text of 189 P.2d 822 (Llewellyn v. Cheesewright) 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
Llewellyn v. Cheesewright, 189 P.2d 822, 83 Cal. App. 2d 534, 1948 Cal. App. LEXIS 1118 (Cal. Ct. App. 1948).

Opinions

[538]*538WHITE, J.

This appeal is from a judgment entered on the special verdicts of the jury that the document offered for probate as decedent’s last will and testament was executed while he was (1) mentally incompetent to execute such an instrument, and (2) acting under the undue influence of the proponent and appellant herein.

Motions were appropriately made by appellant for a directed verdict, for judgment notwithstanding the verdict, and for a new trial, all of which were denied.

The decedent, William Llewellyn, at the time of his death was about 78 years of age and had resided in this community practically all of his life. He came from a large family —five boys and one girl. All of the brothers and their sister lived in the family home in Berkeley Square, Los Angeles, save and except David Llewellyn, appellant herein, who had married and lived in his own residence. The only sister married John Milner and with her husband continued to reside in the Berkeley Square home. The contestants herein are the issue of the marriage of said sister, Winnie Llewellyn and John Milner. They were raised in the Berkeley Square home with their uncles, other than appellant herein. Gwendolyn continued to live there until her marriage in 1932, and Reese L. Milner continued to live in this house up to the time of the trial.

For some years prior to 1920, the Llewellyn brothers and their sister’s husband were engaged in the manufacture and fabrication of steel and iron, as directors and officers of the Llewellyn Iron Works. In January of 1928, Llewellyn Iron Works was merged with or absorbed by Consolidated Steel, and the assets of the former were divided up between the members of the Llewellyn family. All of them except appellant David Llewellyn established an office and functioned as a group. Other than appellant, they continued to live together and with them lived respondents, the children of the sister Winnie and her husband. Prior to the execution of the will here in question, all of the members of the Llewellyn family had died except the testator William Llewellyn, his brother David, appellant herein, and the two contestants and respondents, children of Winnie Llewellyn Milner. Upon the demise of Mrs. Milner in 1942, her husband having predeceased her, the decedent and his nephew Reese Milner, respondent, were the sole occupants of the old family home. However, decedent did not remain there constantly, the rec[539]*539ord indicating that in 1942, 1943 and 1944, he resided for certain intervals at the Jonathan Club in Los Angeles.

In the latter part of 1944, decedent’s health was failing and he made complaint thereof to the physical director at the Jonathan Club who recommended that he consult with a doctor. Subsequently, decedent contacted a physician who found it impossible to secure accommodations at any Los Angeles hospital. However, a registered nurse was engaged who reported to decedent at his Berkeley Square residence. At the trial this nurse testified that she treated decedent for a rectal impaction which required frequent flushings and other medical care.

About March 3, 1945, decedent was removed to the Good Samaritan Hospital in Los Angeles, where he remained until his death on September 11 of the same year. While at the hospital decedent was constantly under the care of three special nurses, each working on an eight-hour shift. He was also treated by three physicians, only one of whom was called as a'witness at the trial, and who testified that an examination made of decedent immediately upon his entry to the hospital disclosed an abdomen greatly distended with fluid, apparently caused by a liver condition. The fluid was removed from time to time by tapping. Decedent was also treated for his rectal trouble, which seemed to increase as time went on. He also suffered from hardening of the liver, an atrophic cirrhosis of the liver which means a destruction of the liver cells. Decedent was also afflicted with stones in the gall bladder and an ulcer in the rectum. Though decedent’s illness never made him bedridden, in the early part of September he became progressively worse until on the 11th of that month he succumbed.

Concerning the circumstances surrounding the execution of the will, the record reveals that some three or four days after decedent’s arrival at the hospital, he was visited by his brother, appellant herein. During the visit decedent stated that he desired to see three old friends, namely, Oscar Mueller, Sheriff Biseailuz, and Ernie Rivers; that he wished to see Mr. Mueller “to discuss my affairs and make out a new will.” About 5 o’clock on the morning of March 9, decedent’s nurse telephoned appellant and said that the decedent “had something very important to talk to him about, to please come up.” Appellant went to the hospital, arriving there about 6:30 o’clock, and spent about an hour with [540]*540his brother. Nobody else was present. Decedent asked his brother if accommodations could not be secured elsewhere as he was not happy at the hospital. Appellant brother replied that he was going to try the Biltmore Hotel and also the Beverly Hills Hotel, although they were both filled at that time. For the stated reason that decedent had once before requested him to do so, appellant telephoned Attorney Mueller later that morning, stating that his brother wanted to see the attorney about drawing a will. Mr. Mueller, a practicing attorney in Los Angeles since 1898, although semi-active since 1928, had known the Llewellyn family, including the decedent, for some 50 years. However, at no time had he ever represented appellant herein. The latter made arrangements to meet Attorney Mueller after a symphony concert which he and his wife had planned to attend that afternoon, and take them to the hospital. Pursuant to the aforesaid plans, appellant, Attorney Mueller and the latter’s wife, proceeded to the hospital at the appointed time. Appellant and Mrs. Mueller remained in one of the downstairs reception rooms while the attorney went upstairs to see the decedent. According to Attorney Mueller, he and the decedent then discussed current affairs for some time and engaged in reminiscences about early days in Los Angeles and other past events. The decedent reminded Attorney Mueller of an incident at a ranch once owned by the Llewellyn family when the lawyer drew a will for him. Decedent told Attorney Mueller he would like to have a will drawn, to which the attorney replied, “Well, I said, ‘Bill, if you want a will, I will be willing to draw it if it is a short will; but if there is anything like a lengthy will that you want I am not in a position to do it because I don’t employ a stenographer.’ He said, ‘That is all I want; I just want a short will.’

“Shortly thereafter decedent said, ‘I have a brother and I have a nephew and I have a niece, Bud and Gwen.’ He never referred to them as Reese and Gwendolyn. I knew them fairly well, not as well as I knew the brothers. And he said, ‘I take it this way—I went through hell and dynamite with my brothers to make this money and I am going to leave the money to my brother Dave; both Gwen and Bud have received over a million dollars from the Llewellyns’; and he said, ‘That ain’t hay is it?’ ”

Thereupon, Attorney Mueller made a short memorandum [541]*541in pencil and told the decedent that it would be necessary to have a witness to the will. The decedent suggested Sheriff Biseailuz but the attorney suggested it was pretty late in the day to obtain the presence of that official. Decedent then suggested Hr. Arthur Brown, an old friend whose wife was a patient in the hospital.

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Bluebook (online)
189 P.2d 822, 83 Cal. App. 2d 534, 1948 Cal. App. LEXIS 1118, Counsel Stack Legal Research, https://law.counselstack.com/opinion/llewellyn-v-cheesewright-calctapp-1948.