Norgard v. Estate of Norgard

128 P.2d 566, 54 Cal. App. 2d 82, 1942 Cal. App. LEXIS 323
CourtCalifornia Court of Appeal
DecidedAugust 17, 1942
DocketCiv. 6690
StatusPublished
Cited by16 cases

This text of 128 P.2d 566 (Norgard v. Estate of Norgard) 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
Norgard v. Estate of Norgard, 128 P.2d 566, 54 Cal. App. 2d 82, 1942 Cal. App. LEXIS 323 (Cal. Ct. App. 1942).

Opinions

SCHOTTKY, J. pro tem.

Appellant was administrator of the estate of bis father, Chris Norgard. He filed a claim against [84]*84the estate which claim set forth in substance that on February 5, 1938, claimant owed said Chris Norgard the sum of $1,866.44 on a promissory note, and that on said date said Chris Norgard stated to, and agreed with claimant that if the latter would take care of the business affairs of said Chris Norgard, under the latter’s instructions from that date “until the date of the death of Chris Norgard,” the claimant would be paid for such service the full amount due on said note at the date of the death of Chris Norgard, plus the actual and necessary expense incurred by claimant in looking after said business affairs; that it was mutually agreed between claimant and said Chris Norgard that in consideration of the promise of claimant so to do, on the date of the death of Chris Norgard, said promissory note would be considered canceled; that claimant did take care of the business affairs of Chris Norgard until the latter’s death which occurred on September 5, 1938, and in so doing, incurred and paid out certain expenses enumerated in the claim. The claim then concludes:

“Claimant therefore claims the sum of $1866.44 with interest thereon from February 15th, 1938, plus the sum of $311.10 as aforesaid, all from the estate of Chris Norgard, deceased.”

The claim was presented to the judge of the court and rejected by him, and appellant thereupon filed suit against the estate, and the judge of the court appointed attorneys to represent the estate in the litigation, all in accordance with section 703 of the Probate Code.

The foregoing facts are substantially set forth in the complaint. Count 1 of the complaint is based upon that portion of the claim which seeks the amount of the promissory note plus expenses incurred by Elmer Norgard, and count 2 is based upon their agreement that if plaintiff would perform said services for Chris Norgard from the 5th day of February, 1938, to the date of the death of Chris Norgard, that at the date of the death of Chris Norgard said promissory note would be considered canceled and paid in full.

Defendant estate filed an answer admitting the indebtedness from appellant to deceased, and denying the other material allegations of the complaints for lack of information or belief, and a special defense to each count was interposed that the agreement was not in writing, and was therefore invalid and barred by the provisions of subdivision 6 of sec[85]*85tion 1973 of the Code of Civil Procedure and subdivision 6 of section 1624 of the Civil Code. A cross-complaint was also filed seeking to recover on the promissory note from appellant to deceased. Appellant filed an answer to the cross-complaint in which he claimed that said promissory note had been paid in full, “as more fully appears by the allegations contained in plaintiff’s complaint on file herein, which allegations are hereby referred to and incorporated herein,” said answer concluding with the following prayer:

“Wherefore, said cross defendant prays that cross complainant take nothing herein and that the prayer of plaintiff’s complaint on file herein be granted, and for such other and further order and judgment as may be proper in the premises. ’ ’

Prior to the time of the trial, defendant estate filed a dismissal of the cross-complaint with the clerk of the court.

The action went to trial, and when appellant attempted to testify as to the conversation and agreement with deceased, objection was made upon two grounds: One, that the contract set forth in his claim was within the statute of frauds (subd. 6 of § 1973, Code Civ. Proc.); and two, that under subdivision 3 of section 1880 of the Code of Civil Procedure, appellant could not testify as to any matter or fact occurring before the death of the deceased. These objections were sustained by the court.

Artie Norgard, a daughter of appellant, was called as a witness, and testified that she heard a conversation between Chris Norgard and appellant on the 5th day of February, 1938, wherein Chris Norgard stated to appellant that if the latter would come up when he wanted him to come, and manage his business until he got better, that he would consider the rest of the note paid, and that he would also pay appellant for his expenses in running back and forth, to which appellant agreed.

Isabell Daugherty, a witness called by plaintiff, testified that she saw Chris Norgard in bed at Eureka in the latter part of June, 1938; that he was ill and in bed at that time; and that at that time, in a conversation with Hr. Norgard, the latter stated that appellant was taking care of his business, and that appellant owed him some money and he was going to let him work it out by taking care of his business until he was able to take care of it himself.

Gertrude Tethrow, a witness called by appellant, testified [86]*86that she was Chris Norgard’s nurse for several months prior to his death, and that Chris Norgard told her appellant would take care of his business because appellant had full charge of all of it, and that he and appellant had fixed it up about this note of $1,866.44, and that he and appellant had squared the bill and just called it a square deal for appellant to take care of his business for him.

Appellant was then granted permission to file an amended complaint, and appellant filed an amendment to complaint, in which counts 1 and 2 were amended by making the period of time during which it was agreed that appellant would take care of the business affairs of deceased “from that date during and while he, the said Chris Norgard, was ill,” instead of “from that date until the death of said Chris Norgard,” as set forth in the claim as filed, and in the original complaint.

After the filing of the amended complaint, the trial was resumed and appellant’s counsel again called appellant as a witness and attempted to have him testify as to matters occurring before the death of Chris Norgard. The court sustained objections to such offered testimony, stating: “As to any facts, matters of fact occurring before the death of Chris Norgard, I am satisfied the witness is not a competent witness. ’ ’

The case was then submitted to the court, and the court rendered judgment in favor of respondent estate, and this appeal is from said judgment.

Appellant’s first contention is that subdivision 3 of section 1880, Code of Civil Procedure, does not apply to the case at bar, and that therefore he was a competent witness in substantiation of the allegations of his amended complaint. He asserts that this action is not one against an executor or administrator. Section 1880, so far as applicable here, reads as. follows:

“The following persons cannot be witnesses: ... 3. Parties or assignors of parties to an action or proceeding, or persons in whose behalf an action or proceeding is prosecuted, against an executor or administrator upon a claim, or demand against the estate of a deceased person, as to any matter or fact occurring before the death of such deceased person.”

This argument is ingenious, but without substantial merit. The claim is filed against an estate and not against an executor or administrator, and if allowed, is paid out of the estate [87]*87and not by the executor or administrator.

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Norgard v. Estate of Norgard
128 P.2d 566 (California Court of Appeal, 1942)

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Bluebook (online)
128 P.2d 566, 54 Cal. App. 2d 82, 1942 Cal. App. LEXIS 323, Counsel Stack Legal Research, https://law.counselstack.com/opinion/norgard-v-estate-of-norgard-calctapp-1942.