Lobb v. Brown

281 P. 1010, 208 Cal. 476, 1929 Cal. LEXIS 412
California Supreme Court·Decided October 31, 1929·No. Docket No. S.F. 12399.·Published·Cited by 37 cases

Opinion

CURTIS, J.

This action was instituted for the purpose of having it declared that the defendants hold in trust for the plaintiff certain real and personal property received by them under decrees of partial distribution in the estate of Mary Ellen Moore, deceased.

Mary Ellen Moore at the time of her death was about eighty-two years of age. Her home had been in Alameda, in the county of Alameda, where she had resided many years immediately preceding her death. The defendants are brothers and were nephews of the deceased. They had been reared by her and had spent most of their lives with her. The decedent had made a prior will to that which was filed and probated as her last will and testament. In this prior will the defendants were made residuary legatees, and after certain bequests to friends and acquaintances of the decedent, the residue of her estate, approximating in value $200,000, had been devised and bequeathed to defendants. Shortly before her death she executed a second will. In this will the plaintiff was named as the executor thereof, and he and the defendants were named as residuary legatees. This second 'will contained the following provision, therein designated as paragraph eighteen, which was not found in *479 her former will: “If any person named herein, or unnamed herein, shall institute proceedings in anywise contesting this my last will and testament, then I give, devise and bequeath to such person or persons the sum of One Dollar ($1.00), and no more. In the event of any person named herein contesting this will, then the share of said person mentioned in this will shall go to the residuary legatees or legatee not contesting.”

Mary Ellen Moore died at her home on August 14, 1920. On September 2, 1920, the will hereinbefore referred to as her second will was duly admitted to probate as her last will and testament and the plaintiff, Harry W. Lobb, was appointed executor thereof. On September 8, 1920, the law firm of Byrne & Lamson, representing both of the defendants, Frank A. Brown and Herbert E. Brown, filed in the office of the county clerk of Alameda County their notice of appearance and demand for notices as such attorneys as provided by section 1380 of the Code of Civil Procedure. Thereafter two petitions for partial distribution. of certain portions of said estate were filed by the defendants, Frank A. Brown and Herbert E. Brown, and the court in response to said petitions made two decrees, one dated January 17, 1921, and the other, October 10, 1921, by which it distributed to Frank A. Brown and Herbert E. Brown certain real and personal property of said estate of the approximate value of $120,000. Between the dates of said two decrees of partial distribution and on June 9, 1921, George J. Moore and certain named stepchildren of the decedent, Mary Ellen Moore, hereinafter referred to as the Moore heirs, filed a contest directed solely to that portion of the last will and testament of Mary Ellen Moore by which there was bequeathed to the plaintiff herein, Harry W. Lobb, one-third of the residue of said estate. One of the grounds upon which this contest was based was alleged to be undue influence of this plaintiff, Harry W. Lobb, in securing the execution of said will by the decedent. In this contest proceeding the plaintiff and the defendants were made parties defendant therein. Frank A. Brown and Herbert E. Brown appeared therein by their attorneys, Messrs. Byrne & Lam-son, and filed an answer to said contest. In their answer they, denied that the contestants had any interest in the estate of the decedent which would entitle them to contest *480 her will. They did not deny, however, the charge made by contestants that the residuary clause of her will in so far as it provided that the said Harry W. Lobb should be entitled to one-third of the residue of said estate was invalid by reason of the undue influence practiced on decedent by the said Harry W. Lobb. The contest was tried by the court sitting with a jury, and resulted in an order of court discharging the jury and dismissing the proceeding. This order was dated September 14, 1922.

In the present action, it is charged by the plaintiff in his complaint that the defendants, Frank A. Brown and Herbert E. Brown, “and each of them, did contest said last will and testament of Mary Ellen Moore, deceased, in violation of the eighteenth paragraph thereof and did seek to destroy and render of no effect the residuary clause in said will in so far as it bequeathed to Harry W. Lobb one-third of the residue of said estate.” The complaint then set forth certain acts of the defendants, and of their attorneys, Messrs. Byrne & Lamson, which were alleged to have been done during the pendency of the said contest proceeding and during the trial of said proceeding in the Superior Court of Alameda County, and which, it was alleged, were done for the purpose of and which actually did aid and assist the contestants in their attempt to have declared invalid that portion of the last will and testament whereby Harry W. Lobb was bequeathed one-third of.the residue of said estate. The defendants filed separate answers in which they made substantial denial of all of the allegations of the complaint embodying the charge that they had contested or had assisted in the contest of the last will of the decedent. The action was tried and the court made and filed its findings of fact and conclusions of law, upon which judgment was rendered in favor of the defendants. From this judgment plaintiff has appealed.

The court found that it was “not true that defendant Frank A. Brown did contest said last will as mentioned in said complaint or at all.” In addition to this finding the trial court found certain specific acts to have been committed by the said Frank A. Brown and the said Herbert E. Brown in connection with the proceeding brought and prosecuted to contest the will of said decedent. The court made no *481 definite finding as to whether or not Herbert B. Brown contested said will.

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Lobb v. Brown, 281 P. 1010, 208 Cal. 476, 1929 Cal. LEXIS 412 (Cal. 1929).

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