Mutz v. Wallace

214 Cal. App. 2d 100, 29 Cal. Rptr. 170, 1963 Cal. App. LEXIS 2577
CourtCalifornia Court of Appeal
DecidedMarch 15, 1963
DocketCiv. 20083
StatusPublished
Cited by7 cases

This text of 214 Cal. App. 2d 100 (Mutz v. Wallace) 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
Mutz v. Wallace, 214 Cal. App. 2d 100, 29 Cal. Rptr. 170, 1963 Cal. App. LEXIS 2577 (Cal. Ct. App. 1963).

Opinion

KAUFMAN, P. J.

This is an appeal from a judgment for the plaintiff, Theodore Mutz, granting specific performance of a contract of the decedent, Marshall S. Hanrahan, to will to Mutz $10,000 and certain real property. Appellant, H. R. Wallace, is the executor of the will of the decedent; appellant and intervener, J. S. Mellen, is an heir of the decedent and the testamentary devisee of the real property in question.

A brief chronology of the facts is necessary for an understanding of the issues presented by this appeal. For many years, the respondent Mutz, a national of Canada, was domiciled in British Columbia where he and his wife owned a resort. From time to time, the respondent undertook various jobs to supplement his income from the resort property, including government employment as a crewman on a ferry boat in recent years. As a ferryman, he received a salary *102 of $250 per month, plus room and board, as well as pension and retirement benefits. Respondent and his wife had several adult children whom they visited during extended periods of their winter vacation. One of these children lived in the peninsula area near Palo Alto.

In October 1949, while on such an extended visit to Palo Alto, respondent wished to supplement his income and was referred to the decedent. Respondent worked for the decedent for several months until May 1950, when he and his wife returned to their occupations in British Columbia. Respondent was not again employed by the decedent for many years, but there was a continued but infrequent personal contact. During subsequent vacations, respondent visited the decedent at his home. On other occasions, Christmas cards were sent. The initial casual employment generated personal fondness between the two men. The decedent had very limited contact with relatives and personal friends as his interests and occupations in life were limited to the use of liquor, various casual female companions, and participation in the race track activities, as he owned a racing stable. The decedent’s habits were unorthodox: he ate little and irregularly, his drinking began in the latter part of the morning and progressed through the afternoons spent at race tracks and evenings at various establishments. All witnesses agreed that the decedent’s mind was quite clear through the midday, but by late evening, he would reach a state when he was almost helpless, both mentally and physically ; yet, in spite of these aberrations, the decedent was a man of forceful character and one whose word and commitments were sincere and subject to trust.

Late in 1957, during a vacation, the respondent and his wife made a social call on the decedent. They were shocked at the appearance and surroundings of the decedent whose latest marriage had ended. The decedent was living alone in a large home in dire condition; his health had declined through illness complicated by liquor to the point where he was unable to care for his personal needs or to drive an automobile. He was at the mercy of employed assistance. He had an old family retainer as a gardener but had been unsuccessful in keeping any reliable employees to care for him, his home, or to drive his automobile.

The respondent upon finding the decedent in the condition described was shocked and distressed by his apparent needs. Although respondent and his wife had planned to visit *103 friends in Los Angeles, after the decedent’s repeated requests, they agreed to stay and resume their former employment for the remainder of their vacation. Although respondent worked on the average of 12-16 hours a day, no salary was agreed upon in advance and only a rather nominal compensation, in addition to room and board, was paid at the end of the temporary employment. Respondent and his wife had relied upon a tacit understanding with decedent that he would appropriately compensate them. Although the decedent was a man of means, the respondent and his wife were apparently satisfied, as the compelling consideration was not financial remuneration but was a humane interest. The record is replete with the description of menial and unpleasant tasks performed for the decedent during this period of employment.

During this period of temporary employment, the decedent repeatedly urged the respondent and his wife to remain permanently in their combined capacities as chauffeur, male secretary, valet, practical nurse and housekeeper. Respondent told the decedent that such a move would imply a total uprooting of his and his wife’s situation in British Columbia. The decedent always replied that they would never regret such a move and that their future economic welfare would be provided for. When the respondent and his wife returned to British Columbia after Christmas as planned, they had made no commitment to the decedent and had not promised to return. In Canada, they again resumed their usual occupations, Mrs. Mutz at their resort, and Mr. Mutz at his job on the ferry.

The decedent telephoned them frequently urging them to return. Finally in February 1958 respondent resigned from his job and went alone to California where he reundertook his former occupation in looking after the decedent. There was no definite agreement for remuneration. As the weeks went by, respondent did, however, urge upon the decedent that they should formalize whatever understanding they were to have. During this period, respondent and his wife consummated the sale of their British Columbia property. In April 1958 respondent made one trip back to British Columbia concerning this sale while the decedent attended the Kentucky Derby. Apparently, some element of disagreement arose between the husband and wife concerning the propriety of the sale price, but the sale was completed at the end of April 1958.

Respondent’s duties and responsibilities towards the de *104 cedent lasted 24 hours a day and apart from taking care of the house and dog, preparing meals, etc., included chaperoning the decedent at his daily visits to the race track and numerous bars. The respondent also accompanied the decedent to various racing seasons in southern California and performed the same services. On March 4, 1958, the decedent had a stroke requiring hospitalization and thereafter became incoherent in public. He suffered numerous additional strokes requiring the use of oxygen but continued his attendance at various race tracks, etc.

The discussion concerning the employment of respondent and his wife and the remuneration thereof crystallized at conferences participated in by the decedent, his longtime counsel, the appellant Wallace, and the respondent. As a result of those conferences, Mr. Wallace drafted an employment agreement which contained provision for the employment of both Mr. and Mrs. Mutz. That agreement was executed on July 8, 1958, by all parties. Its practical effect, however, was short lived because Mrs. Mutz soon came into collision with a female associate of the decedent who, during the summer of 1958, was the social and drinking companion of decedent and lived in his home. The respondent’s wife felt that the situation was unbearable and refused to continue any longer in the household. The decedent asked the respondent to remain on the same basis as before and respondent felt compelled to do so. A serious rift between the respondent and his wife developed as a result of their differing feelings concerning their obligation toward the decedent.

Thereafter, Mr.

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Bluebook (online)
214 Cal. App. 2d 100, 29 Cal. Rptr. 170, 1963 Cal. App. LEXIS 2577, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mutz-v-wallace-calctapp-1963.