Rieger v. Rich

329 P.2d 770, 163 Cal. App. 2d 651, 1958 Cal. App. LEXIS 1551
CourtCalifornia Court of Appeal
DecidedSeptember 19, 1958
DocketCiv. 22731
StatusPublished
Cited by14 cases

This text of 329 P.2d 770 (Rieger v. Rich) 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
Rieger v. Rich, 329 P.2d 770, 163 Cal. App. 2d 651, 1958 Cal. App. LEXIS 1551 (Cal. Ct. App. 1958).

Opinion

WHITE, P. J.

Plaintiffs, in their capacity as coexecutors of the estate of Maria Lamp, Deceased, instituted this action to set aside a certain deed executed July 11, 1955, by said decedent, as grantor, to defendants, the day preceding the grantor’s death.

By their complaint plaintiffs alleged fraud, undue influence, lack of capacity, and that the deed was procured by defendants without the payment of any consideration.

By their answer, defendants denied generally the allegations of the complaint, and as a third affirmative defense alleged ownership in the property in question by reason of an administratrix’ deed from the estate of Herman Lamp (husband of decedent), dated October 27, 1949.

At the conclusion of the trial and following submission of the cause on written briefs, the court made the following findings :

I.

That on May 1, 1950, Maria Lamp received an unconditional grant deed to real property located at 4422-4424 Vista *655 Avenue, Long Beach, California, and that from May 1, 1950 to date of her death, July 12, 1955, she was the sole owner in fee of said real property.

II.

That on July 11, 1955, Maria Lamp was without mental capacity to attend to her business affairs, to know the extent or value of the property owned by her, or to know the relationship of persons appearing before her, or to execute the deed of July 11,1955.

III.

That a confidential relationship existed between defendants and Maria Lamp.

IV.

That defendants did exercise undue influence upon said Maria Lamp, and defendants did, in the exercise of said undue influence, procure said Maria Lamp to execute said grant deed without the payment of any consideration therefor.

V.

That Maria Lamp had no independent advice from any person in reference to the execution of said deed of July 11, 1955.

Judgment was accordingly entered that the deed of July 11,1955, from Maria Lamp to defendants be cancelled, vacated and set aside as null and void, and of no force or effect. Defendants’ motion for a new trial was denied. From the judgment and the order thereafter made, denying their motion for a new trial, defendants prosecute this appeal.

Concerning the factual background surrounding this litigation, the record reflects that the subject property consists of a duplex dwelling situated in the city of Long Beach. In September of 1941 defendants became resident tenants in one unit of the property, at that time owned by decedent Maria Lamp and her husband Herman Lamp, who occupied the other unit. The owners continued to reside on the property until their respective deaths, Herman Lamp until 1949 and decedent herein, Maria Lamp until July 12, 1955. Defendants also continuously lived on the property up to the time of trial of this action.

Following the death of Herman Lamp, his estate was probated in the Superior Court of Los Angeles County. In November, 1949, defendants received an administratrix’ deed dated October 27, 1949, for the duplex property. The deed was executed by decedent Maria Lamp as administratrix of *656 the estate of her husband Herman Lamp. The deed reserved in the widow, Maria Lamp, a life estate. Defendants paid a consideration of $5,800 for the property, but the money therefor was received from the administratrix Maria Lamp, and defendants gave Maria Lamp no note, trust deed or any other evidence of said loan or advance, and had no agreement—oral or written—as to time of repayment of principal or any provision for payment of interest.

Subsequently, in April, 1950, defendants borrowed $4,800 for which, according to the testimony of defendant Frank E. Rich, he gave Maria Lamp an unsecured note for $6,000. That, in September, 1953, Maria Lamp, “marked it paid and handed it back to me. ’ ’ The note was not produced. Mr. Rich testified that the last time he saw it, was in the office of the attorneys for Maria Lamp. An additional $800 was borrowed by defendants from Maria Lamp shortly after May 1, 1950, and subsequently, a further sum of $1,200 was borrowed, making the total loans from decedent Maria Lamp to defendants, the sum of $11,400.

On May 1,1950, defendants executed and delivered to Maria Lamp a grant deed to the duplex property here involved, which document remained in her safety deposit box until removed by defendant Frank E. Rich, about July 8, 1955.

With regard to the payment of taxes on the subject property after execution of the deed of May 1, 1950, defendant Frank E. Rich testified that while Maria Lamp sent in the check for the taxes he paid “my half of it.” That such payments were made in cash, and no receipts were obtained therefor. In 1955, defendant Frank E. Rich was placed upon Maria Lamp’s commercial checking account, with the right to withdraw money upon his signature only, and was also placed on the safety deposit box of Maria Lamp, with the right to enter said safety deposit box at the Farmers and Merchants Bank, 3rd and Pine Avenue, Long Beach, California, unaccompanied.

With regard to the foregoing transactions defendant Viola Rich testified she and her husband had known decedent Maria Lamp for approximately 12 years. That she and her husband acquired the foregoing administratrix’ deed by way of purchase of the duplex property for $5,800 in October, 1949. Admitted that her husband had borrowed approximately $4,800 from deceased to make said purchase. That during the month of April, 1950, her husband received approximately $5,800 as an additional loan from deceased. That the grant *657 deed dated May 1, 1950, was executed and delivered by her and her husband to deceased, at the Farmers and Merchants Bank, 302 Pine Avenue, Long Beach, California, at which time no money or other consideration was received by the Riches in exchange for said grant deed, but was given by way of security to deceased for said sums totaling $5,800, previously borrowed by Mr. Rich from said deceased, and that shortly thereafter said deceased did lend an additional $800 to Mr. Rich. That arrangements for the execution and delivery of said note was made by conversations with deceased at her home a few days prior thereto. That the Riches made regular weekly payments thereafter to deceased on account of said loans. Said grant deed of May 1, 1950, was returned to Mr. Rich’s possession about July 8, 1955, on which date decedent stated to this witness that she had instructed Mr. Rich to pick up this deed from her safety deposit box and that decedent wished the Riches to have it. That Mr. Rich had delivered his promissory note for $6,000 to said decedent shortly prior to May 1, 1950. That this witness and her bus-band visited decedent almost daily during the time she was at home between January 1, 1955, and July 7, 1955, during which period of time she performed numerous tasks for decedent, including the making of her clothes, shampooing her hair, and other personal services, also including business trips, depositing monies, etc., and that upon returning from such business trips she did hand to deceased the bank book and other receipts, at which times said deceased would check the receipts and the bank book.

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Bluebook (online)
329 P.2d 770, 163 Cal. App. 2d 651, 1958 Cal. App. LEXIS 1551, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rieger-v-rich-calctapp-1958.