Pulliam v. Bank of America National Trust & Savings Ass'n

47 P.2d 555, 7 Cal. App. 2d 512, 1935 Cal. App. LEXIS 768
CourtCalifornia Court of Appeal
DecidedJune 12, 1935
DocketCiv. 5394
StatusPublished
Cited by5 cases

This text of 47 P.2d 555 (Pulliam v. Bank of America National Trust & Savings Ass'n) 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
Pulliam v. Bank of America National Trust & Savings Ass'n, 47 P.2d 555, 7 Cal. App. 2d 512, 1935 Cal. App. LEXIS 768 (Cal. Ct. App. 1935).

Opinion

PLUMMER, J.

This cause is before us upon an appeal by the Bank of America National Trust and Savings Corporation, a corporation, and Laura Treadway, from a judgment of the trial court refusing to admit the will of Julia M. . Short to probate, and from an order denying a motion for judgment admitting the will to probate notwithstanding the verdict. The contest filed in this action was based upon three grounds: 1st. Unsoundness of mind; 2d. Undue influence on the part of Laura Treadway; and, 3d. Nonexecution of the will.

*515 When the taking of testimony was terminated, the court granted a nonsuit as to the second and third grounds of contest, leaving for the determination of the jury before which the cause was being tried the question of the alleged unsoundness of mind of the testatrix. The defendants, also, in addition to their motion for nonsuit, moved for a directed verdict, which was denied. The jury before which the cause was tried rendered a verdict that the testatrix was of unsound mind at the time of the execution of the will. Following the rendition of the verdict, a motion for judgment notwithstanding the verdict was made by the defendants, and denied by the court.

Julia M. Short died on April 12, 1933, at the St. Helena Sanitarium, where she had been a patient for approximately four weeks. The will was executed three hours before her death, in the presence of Dr. H. W. Vollmer, medical superintendent of the sanitarium, Clarence N. Riggins, the attorney who drew the will, and Elsie Magee, a nurse. Dr. Vollmer and Mr. Riggins signed the will as witnesses. At the time of her death Mrs. Short was approximately 59 years of age. Her husband, Harry Short, had died three years previously. Mrs. Shoi't left no children. Her father was not living, and the only relative left her surviving was a mother, Mary E. Jasper, contestant herein, and a brother, John D. Jasper. Mrs. Laura Treadway and Mrs. Short had been close friends for many years. The will left the entire estate in trust to the Bank of America National Trust and Savings Association, with directions- to use the income and so much of the principal thereof as might be necessary for the support, maintenance and comfort of Mary E. Jasper during her lifetime. The residue was devised to Mrs. Laura Tread-way. The testatrix1 expressly declared in the will that she had intentionally made no provision for her brother, John D. Jasper. The bank was appointed executor. The bank presented the will for probate and the contest was filed in the name of the mother. The mother, Mrs. Jasper, died on August 6, 1933, during the pendency of the action. The estate left by the testatrix was of the value of about $18,000; was earned by the testatrix and her husband in conducting a florist shop in the city of Napa.

Upon this appeal it is urged that the court erred in admitting in evidence the deposition of Mary E. Jasper taken *516 on the twenty-ninth day of April, 1933; that the court erred in overruling the defendants’ objections to certain portions of the deposition' of Mary E. Jasper; and in denying the defendants’ motions to strike out certain portions thereof; that the court erred in its instructions to the jury; and finally, that there was not sufficient evidence to support the verdict of the jury.

The contest was filed by Mrs. Jasper on the twenty-sixth day of April, 1933. Her deposition was taken on the twenty-ninth day of April, 1933, at the instance of her attorneys. It was taken on a written stipulation prepared by the attorneys for the contestant and is in the following words and figures, to wit:

“It Is Hereby Stipulated and Agreed between the attorneys for the proponent, Bank of America National Trust and Savings Association, a banking corporation, and for the contestant Mary Ellen Jasper, that the deposition of Mary Ellen Jasper, a witness on behalf of the contestant in the above-entitled matter, may be taken before E. P. Locarnini, a Notary Public in and for the County of Napa, State of California, at the home of said witness, 293 Brown Street, in the City of Napa, County of Napa, State of California, on the 29th day of April, 1933, at the hour of 11 o’clock a. m. of said day, and that if said deposition is not completed on said day, it may be continued from day to day successively thereafter and over holidays in the same place until completed, and when taken, the said deposition may be used on trial of said action, subject to the same oppositions, except as to the form of interrogatories, as if the witness were personally present and testifying therein.
“Dated: April 29, 1933.”

The notary’s certificate is to the effect that on the twenty-ninth day of April, 1933, Clarence Riggins, Esq., and Thomas C. Anglin, Esq., appeared for the proponent, Bank of America National Trust and Savings Association, and that Caulfield & Keil, Esqs., and E. L. Webber, Esq., appeared for the contestant, Mary E. Jasper. No other appearances are shown, and' no other parties appear to be represented before the notary upon the taking of the deposition of Mary E. Jasper.

Preceding the reading of the' deposition before the jury, objection was made thereto on the ground that the defendant *517 Laura Treadway was not served with notice of the time and place of taking the deposition; that the stipulation for the taking of the deposition was not signed by Laura Treadway, nor by any person for her. The court overruled the objection and permitted the deposition to be read to the jury. The defendant Laura Treadway did not appear in the action by filing any papers, or otherwise, until on or about the twenty-fourth day of May, 1933. The record shows that Clarence N. Biggins had advised her in relation, to her rights in the matter, and some time before the filing of the answer by Laura Treadway, prepared the answer for her. Mrs. Treadway, in her answer, appeared in her own proper person. Thereafter she did appear by her attorney, Clarence N. Big-gins.

Section 370 of the Probate Code, relative to the filing of contests against the probate of wills, directs that a citation shall be issued to all persons interested in the will, including devisees and legatees. Section 2031 of the Code of Civil Procedure allows any party to a trial or proceeding to take a deposition before a judge or officer authorized to administer oaths, by serving notice upon adverse parties, giving at least five days’ notice of the time and place for the taking of such deposition. The deposition of Mrs. Jasper was taken two days after the filing of the respondent’s contest, and therefore precludes any presumption that notice was given to Laura Treadway in accordance with the terms of section 2031, supra. The contest filed named Laura Treadway as one of the person's beneficially interested under the terms of the will, as the residuary legatee, which, of course, brought to the attention of the contestant the necessity of giving her notice of the taking of the deposition in question, or of obtaining a stipulation from her for the taking of the deposition, just as was obtained from the proponent of the will. The stipulation prepared by counsel for the contestant sought only a stipulation on the part of the bank, and was signed by counsel for the bank, as requested by counsel for the contestant.

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Bluebook (online)
47 P.2d 555, 7 Cal. App. 2d 512, 1935 Cal. App. LEXIS 768, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pulliam-v-bank-of-america-national-trust-savings-assn-calctapp-1935.