Makeig v. United Security Bank & Trust Co.

296 P. 673, 112 Cal. App. 138, 1931 Cal. App. LEXIS 1003
CourtCalifornia Court of Appeal
DecidedFebruary 21, 1931
DocketDocket No. 7302.
StatusPublished
Cited by29 cases

This text of 296 P. 673 (Makeig v. United Security Bank & Trust Co.) 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
Makeig v. United Security Bank & Trust Co., 296 P. 673, 112 Cal. App. 138, 1931 Cal. App. LEXIS 1003 (Cal. Ct. App. 1931).

Opinion

THE COURT.

The plaintiff recovered judgment against the defendant as executor of the last will and testament of the deceased wife for $10,384.54, and defendant appeals' from the judgment and the order denying defendant’s motion for a new trial.

Plaintiff and his deceased wife first met at Greenville, Mississippi, in the month of December, 1910, and afterward moved to California. Plaintiff is a barber by occupation, and the deceased wife, who had been a manicurist, became a saleswoman at a department store in San Francisco. They' were married at Bakersfield, California, January 18, 1914, and were never divorced. The wife died June 8, 1928, leaving a will naming the defendant executor, and bequeathing the sum of $10 to her husband and the bulk of her estate to her brother. At the time of her death there was deposited in savings accounts in her name, to wit, Annette Netherland, in three separate banks the total sum of $10,001.64. In addition to this the sum of $194.36 in interest accrued and became due June 30, 1928. The defendant took possession of this total fund after its regular ap *140 pointment as executor. The court found that $188.58 in interest became due on the above amount on December - 30, 1928, and further found that the total of the above sums, was community property of the plaintiff and his deceased wife, and gave judgment for plaintiff on his complaint (which sought recovery of the whole fund on the theory that it was community property) and against the defendant for the aggregate of the said three sums, namely, $10,384.58. It is admitted and the court found that of the above amount $3,696.84 was acquired after August 17, 1923.

The finding that $188.58 interest became due December 30, 1928, respondent admits is not supported by the evidence. The record also shows clearly that at the time of the marriage the decedent had $83.54 on deposit at interest in one of her three savings accounts, and, so far as the record shows, this was never withdrawn prior to her death, and it appears to be a part of the total judgment.

In the period of fourteen and one-half years between the marriage of the parties and the wife’s death they lived together for a period of about six weeks immediately following the marriage. Then by agreement the wife returned to San Francisco and to her work as a saleswoman in a department store there. In reply to a question as to when she next lived with him plaintiff replied, “We never did settle down.” Three years later she visited for a week in El Paso; but as plaintiff did not have a steady job, and had been moving from place to place working as a barber three or four weeks in a place, the wife again returned to San Francisco. In December, 1917, plaintiff came to San Francisco and lived in one hotel while his wife lived in another. Plaintiff testified: “We did not live together in San Francisco. She lived in one hotel and .1 lived in another,” but in reply to a question from the judge he testified that during that time they had marital relations. She came to plaintiff’s room and he went to her room, but neither remained over night. Thereafter, and from 1918, plaintiff lived in Bay Point, California, off and on, being away about one year in Benicia. All of this time his wife continued to live in San Francisco and worked as a saleswoman in a department store from March, 1914, to December 31, 1926. She never lived with him at Bay Point, but during that time the record discloses the parties visited back and forth, *141 plaintiff sometimes meeting her in San Francisco, and several times she visited him at Bay Point over week ends, occupying the same room, and where she was introduced as his wife.

The parties corresponded. Several letters are in evidence covering the period from February 27, 1916, to June 1, 1928. Plaintiff testified he wrote once a week, and that sometimes she would not write to him for a period of two months.

After the marriage the record shows she earned about $14,000, and her total deposits during this time were about $9,000. Plaintiff testified that during all this time he sent her the greater part of his earnings, or from $75 to $100 per month, totaling from $12,000 to $15,000; that he kept no record; the amount was simply an estimate; that he never sent it by check or draft but only by currency just put in an envelope, and that they never discussed financial matters or what she was doing with the money; that he assumed she used it for living expenses, but never asked her.

The marriage status of the two was practically secret, except to three of plaintiff’s friends at Bay Point. The 'wife’s closest friends did not know of it. Plaintiff even addressed all his letters to her under her maiden name. He did not know any of her friends in San Francisco. Plaintiff’s explanation of their status was that his wife liked San Francisco and they were trying to get money together for a home. As he testified: “It was always said, ‘Well, just as soon as you can get some money together we will come together. ’ She was always talking every time I saw her when I was with her about saving money up—was making a home.” Plaintiff also testified that his wife said, “it won’t be long now before we will be able to go to housekeeping and get a home”, and that their only understanding in regard to money was that as soon as they got money enough together they would make a home; that “Easter Sunday, 1928”, was the last conversation he had with her about living together; that he had between three and four hundred dollars, which he considered sufficient for this purpose, but that he got crippled just after that and spent all his money on his legs, and that the only other property that he owned was the furniture in his barber-shop and the lease to the shop. His testimony was to the effect that he was to provide the *142 home, that they never did quarrel and their relationship was always friendly.

Respondent’s wife went to a hospital about April 13, 1928, where she remained until her death, June 8, 1928. Defendant offered to prove that she did not believe her illness was serious, and hoped and expected to recover in a short time, and had definitely agreed with a lady friend of some years’ standing that as soon as she was able she would give up her room in San Francisco and go and live permanently with her friend at Burlingame. The plaintiff objected that this evidence was hearsay, incompetent, irrelevant and immaterial, and the court sustained the objection.

Plaintiff contends that the bulk of said savings accounts was derived from the money he sent his wife. Defendant contends that said savings accounts were the accumulations of her own earnings from her steady employment, and made possible by her very frugal living as disclosed by the record.

The issues in the case are briefly these: Was the money so deposited in the respective banks at the time of the wife’s death community property, or was it separate property as the earnings and accumulations of the wife while living separate and apart from her husband within the meaning of section 169 of the Civil Code?

If not separate property for this reason, was it separate property as a gift from the husband, or separate property by tacit or mutual agreement of the parties?

If it was community property, is the wife’s executor entitled to retain possession of one-half of that portion thereof acquired after August 17, 1923?

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Bluebook (online)
296 P. 673, 112 Cal. App. 138, 1931 Cal. App. LEXIS 1003, Counsel Stack Legal Research, https://law.counselstack.com/opinion/makeig-v-united-security-bank-trust-co-calctapp-1931.