Ridgway v. Ridgway

206 P.2d 892, 92 Cal. App. 2d 325, 1949 Cal. App. LEXIS 1693
CourtCalifornia Court of Appeal
DecidedJune 9, 1949
DocketCiv. 16817
StatusPublished
Cited by1 cases

This text of 206 P.2d 892 (Ridgway v. Ridgway) 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
Ridgway v. Ridgway, 206 P.2d 892, 92 Cal. App. 2d 325, 1949 Cal. App. LEXIS 1693 (Cal. Ct. App. 1949).

Opinion

DORAN, J.

The testator, John L. Ridgway, died on December 17, 1947, aged 85; Loretta Ridgway, a second wife, survived, together with testator’s five adult children by a previous marriage, contestants and appellants herein. The respondent, Loretta Ridgway, petitioned for probate of a testamentary instrument dated March 18, 1947. Contestant *326 Claude A. Ridgway then petitioned for prohate of a previous will dated May 3, 1941, and all contestants filed objections to the probate of the later will, claiming that said instrument was not executed in proper legal form; that decedent was of unsound mind, and that the instrument had been procured through undue influence exercised by the respondent, testator’s second wife.

The two petitions for probate were consolidated; the case was tried before a jury, and at the conclusion of contestants’ evidence the trial court granted a nonsuit as to all grounds of the contest. Both testamentary instruments were admitted to probate. Contestants appeal from the whole of such order excepting that portion thereof which admits to probate the will dated May 3,1941.

It appears from the record that on May 3, 1941, testator’s first wife, Anise Ridgway, and Mr. Ridgway, after being married some fifty years, executed certain deeds in favor of the children, which deeds were not recorded until 1947. On the same day that the deeds were executed, May 3, 1941, testator also executed the earlier of the two wills admitted to probate. That will, in the language of appellants’ brief, “left everything which had not been deeded to the children to Anise Ridgway with a proviso that if she were not living at the time of the testator’s death that the property should be divided among the children ... so that the testamentary share plus the deeded share of each child would be equal.” Anise Ridgway, the first wife, died in June, 1942.

Testator was married to the respondent, Loretta Ridgway, on January 1, 1943, who was 18 years younger than the testator. “On May 11, 1943,” quoting from appellants’ brief, “they entered into a property settlement agreement whereby, in return for $10,000.00 and certain furniture and furnishings of their home, Loretta Ridgway waived and relinquished ‘all right, title and interest in and to all the property and estate of which the said L. J. Ridgway may die seized or possessed or in which he may have an interest; or any right which I may have to inherit from my said husband, or to administer upon his estate in case of his death. ’ ” Theretofore, testator had written the children that a settlement with the new wife would be made and that the deeds and will previously made would not be affected.

The properties for which deeds had been made out to the children on May 3, 1941, included the Glendale family residence where testator and the second wife continued to live *327 until Mr. Ridgway’s death on December 17,1947. Other properties conveyed to the children were, a six-unit apartment and a four-unit apartment, both in Long Beach; an oil lease on Long Beach property; two residences in Long Beach and another parcel there located; 15-acre ranch in Tulare County, and certain shares of stock.

According to appellants’ brief, “Although the testator had been gradually failing mentally over a considerable period of time, it was not until November of 1946 that it became obvious to his children that testator was not normal mentally. ... he was hospitalized from February 1 to February 10, 1947.” In that month the son and contestant Claude A. Ridgway, instituted guardianship proceedings, serving testator with a citation therein. On March 17, 1947, testator signed a complaint in an action to secure return of the properties previously deeded to the children; signed an agreement with the wife cancelling the property settlement agreement, and executed the will which appellants attack.

The will of March 18, 1947, gave to the surviving wife, Loretta Ridgway, " a life interest in and to the property now occupied by us as our residence at 1953 West Mountain Street, Glendale, California,” with the direction “that there shall be paid to her from my estate for the rest of her life sufficient moneys to pay for all taxes and upkeep of said property . . . I further desire that she have a family allowance to be fixed by the Court, separate and distinct from this legacy and bequest. ’ ’

It is further stated in said will that certain recorded documents, namely the deeds testator had previously made to the children, “were never intended by me to be transfers of present title or to be effective during my lifetime or to convey any right, title or interest whatsoever but were intended by me as testamentary dispositions,” but stated that “Subject to the provisions of this Will, I desire my property to go as set forth in said documents.” If any person “directly or indirectly seeks to have said documents declared to be deeds or assignments,” etc. “I leave to such persons, in lieu of any other provision, the sum of One Dollar ($1.00) and no more.”

It is appellants’ contention that “Substantial evidence was presented at the trial below to support contestants’ allegation that testator was incompetent to make a will on March 18, 1947,” for the reason that “Testator was not able to understand and carry in mind the nature and situation of the property”; was not capable “of understanding the act he was *328 doing”; and at the time of executing the will, was “suffering from a delusion.” Appellants also assert that “There was substantial evidence of undue influence” on the part of the wife, Loretta Ridgway. Appellant therefore argues that the nonsuit granted by the trial court constitutes reversible error.

The record discloses evidence to the effect that from December, 1946, through March 18, 1947, the testator was weak, physically and mentally; that his memory was faulty but better for events that happened many years ago than in respect to recent events; that the attitude towards testator’s children fluctuated from anger to affection. During pendency of the guardianship proceedings, a specialist appointed by the court examined John L. Ridgway, and as to testator’s history was given “a fairly connected story.” A physical examination revealed hardening of the arteries, low blood pressure and marked deterioration. On subsequent examinations, testator “was unable to recall some of the details I had asked him at first”; and “was unable to give me more than four or five parcels of his property.” At the trial of the present action three of decedent’s sons expressed the opinion that the father was of unsound mind, based upon the latter’s childishness, inability to engage in satisfactory conversation, absence of any idea of values; that the father could not understand simple business transactions, etc.

The respondent’s brief points out, however, that, as stated in Estate of Selb, 84 Cal.App.2d 46, 49 [190 P.2d 277], “It has been held over and over in this state that old age, feebleness, forgetfulness,

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Estate of Dunne
278 P.2d 733 (California Court of Appeal, 1955)

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Bluebook (online)
206 P.2d 892, 92 Cal. App. 2d 325, 1949 Cal. App. LEXIS 1693, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ridgway-v-ridgway-calctapp-1949.