Lowery v. Robinson

238 Cal. App. 2d 36, 47 Cal. Rptr. 495, 1965 Cal. App. LEXIS 1108
CourtCalifornia Court of Appeal
DecidedNovember 4, 1965
DocketCiv. 506
StatusPublished
Cited by3 cases

This text of 238 Cal. App. 2d 36 (Lowery v. Robinson) 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
Lowery v. Robinson, 238 Cal. App. 2d 36, 47 Cal. Rptr. 495, 1965 Cal. App. LEXIS 1108 (Cal. Ct. App. 1965).

Opinion

BROWN (R.M.), J.

This appeal originated in an action brought by the plaintiffs against the defendant to seek a larger distributive portion of the estate of an intestate decedent than they would otherwise be entitled to receive under the laws of succession.

The decedent, Pearl Lowery Winters, died intestate in 1957. Two branches of the family stem from her predeceased brother, John Lowery, and her predeceased sister, Arminta Parks. Surviving the decedent, Mrs. Winters, is the defendant, whose mother was Arminta Parks; also surviving her were the sons of John, namely, Phillip, Hugh, and James L. Lowery. Cornelia, a daughter of John, predeceased Mrs. Winters, but her two children, John Alexander and Jane Alexander Swayne, still live.

By right of representation, the defendant would be entitled to a 50 per cent share of the estate, while James L. Lowery and plaintiffs Phillip and Hugh are each entitled to *38 a one-eighth share; and plaintiffs John and Jane are each entitled to a one-sixteenth share.

The plaintiffs’ case is predicated on the theory that following the death of Mrs. Winters the defendant entered into an oral contract with plaintiffs whereby defendant was to act as administratrix of the estate and promised that the residue would be divided into five equal parts, except that John and Jane would divide one-fifth equally.

In plaintiffs’ complaint the first cause of action was based on the theory of an oral agreement to distribute the estate accordingly. The second cause is predicated on the theory of actual fraud in that it is alleged that the defendant had no intention of performing the agreement at the time she made it; and the third cause alleges a theory of constructive fraud on the premise that the defendant occupied a confidential and fiduciary relationship with the plaintiffs at the time she made the agreement.

After a nonjury trial there was a judgment in favor of defendant, and plaintiffs brought this appeal.

In the court’s findings of fact it found in pertinent part, that the allegations of paragraph II of the second cause of action were not true, and by reference to the complaint found that it was not true that at the time defendant allegedly made the “oral representations and promises to plaintiffs that she would petition the court to distribute said estate in five equal parts pursuant to their agreement, said defendant wilfully and knowingly made said representations and promises without any intention whatsoever of performing the same.” The court also found that “Defendant did not contract or agree with petitioners or any of them to divide the estate in five equal parts or in any manner other than provided by law” and that “No confidential or fiduciary relationship existed between petitioners or any of them and defendant. ’ ’

Plaintiffs do not challenge the sufficiency of the evidence to support the findings.

It is difficult for us to follow, or even formulate, the contentions which the plaintiffs do raise on this appeal. The first point seems to be that the case presents an unmixed question of law rather than a simple disputed question of fact. The question of law which the plaintiffs believe to be presented is not stated. They contend that the trial court did not perceive their theory, and that there was a lack of awareness by the court of the legal significance and critical importance *39 of the background, circumstances and relationships of the parties, relying on section 1647 of the Civil Code and section 1860 of the Code of Civil Procedure, with regard to interpretation of contracts. These sections are not applicable to the situation before us, where the court found that no contract at all existed. This matter referred to by the plaintiffs concerns the fact that the defendant lived at a distance from the decedent and the plaintiffs wanted to show how frequently she visited the decedent. This appears to be immaterial even though the court allowed plaintiffs to proceed with this line of questioning.

Plaintiffs set forth many points, most of which consist of one or two sentences, being mere suggestions of error without supporting argument or authority other than general abstract principles. None of them, except possibly “Point Eleven” which we will hereinafter discuss, sets out a proper ground of appeal. They merely evidence a dissatisfaction with the decision of the trial judge and are permeated with uncertainty and ambiguity. It is difficult to ascertain whether they argue that there was an express contract, an implied in law contract, or an implied in fact contract. For the purposes of this appeal, the judgment must be upheld if it is sustained by the findings.

The plaintiffs must bear the burden of showing that in the evidence upon which the findings are based there is no substantial conflict and that the facts and all inferences that may be drawn therefrom as found by the court are contrary to the evidence. (Davis v. Lucas, 180 Cal.App.2d 407, 409 [4 Cal.Rptr. 479].) The principal question on appeal is whether there is evidence to support the finding that there was no contract formed or existing.

It is the plaintiffs’ position that on the one hand, the defendant agreed to act as administratrix of the estate and see that the residue was distributed in five equal parts rather than in shares as fixed by the laws of succession; and on the other hand, Phillip K. Lowery forbore to oppose her petition for letters and seek his own appointment as administrator, forbore to file a claim against the estate; and turned over to the defendant, after her appointment as administratrix, certain rings, including a diamond ring which had belonged to the decedent.

The evidence shows that the defendant petitioned for appointment and was appointed administratrix without objection. There is no evidence that Phillip advised her at the time *40 of any discussion prior to her appointment, or indeed at any time since, until the suit was filed, that he desired or intended to seek the appointment of himself as administrator. There is no evidence that defendant made any statements or promises in return for promises on his part to permit her petition to be granted unopposed or to refrain from seeking the issuance of letters of administration to him.

As to plaintiffs’ belated contention, not raised until after suit was filed, that Phillip did not file a claim against the estate, there is no evidence that he advised the defendant that he had a claim, that he considered filing a claim, or that he forbore from filing any claim because of any promises.

Phillip had made his home with the decedent for many years prior to 1950 and had contributed to some of the household expenses and had, on occasion, paid the taxes on decedent’s home; but he admitted that the decedent had never promised to pay for any services he had rendered or moneys he had expended in her behalf, and that, had the decedent lived, he would not have said that she owed him anything; that anything he did was out of the goodness of his soul.

Regarding the returning of certain rings which had been turned over to the defendant, the evidence shows that during the decedent’s terminal illness in the hospital she had handed the rings to Phillip.

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Bluebook (online)
238 Cal. App. 2d 36, 47 Cal. Rptr. 495, 1965 Cal. App. LEXIS 1108, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowery-v-robinson-calctapp-1965.