Robertson v. Nelson

286 P. 439, 104 Cal. App. 613, 1930 Cal. App. LEXIS 977
CourtCalifornia Court of Appeal
DecidedMarch 20, 1930
DocketDocket No. 4036.
StatusPublished
Cited by22 cases

This text of 286 P. 439 (Robertson v. Nelson) 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
Robertson v. Nelson, 286 P. 439, 104 Cal. App. 613, 1930 Cal. App. LEXIS 977 (Cal. Ct. App. 1930).

Opinion

THOMPSON (R. L.), J.

This is an appeal from a decree of partial distribution. The appellants as heirs of a former *616 deceased husband of Annie D. Robertson Nelson, deceased, claim they are entitled to participate in the distribution of said estate under subdivision 8 of section 1386 of the Civil Code.

Jonathan Robertson was employed as a farm hand by Mr. Dale, the father of said deceased, at $30 per month. Mr. Robertson and Annie Dale were married June 11, 1891. There were no children born as the issue of this marriage. For a period of time they leased upon shares the Dale ranch in Humboldt County. Their income from this farm was small. Robertson had no other source of income or means so far as the record discloses. Shortly before Annie Dale’s marriage to Mr. Robertson she inherited about $3,000 from the estate of an old gentleman by the name of Grinnell whom she had nursed during his last illness. After her marriage to Mr. Robertson she was given $1,000 by her father. In 1912 she was given by her father $10,000 additional upon the sale of his 640-acre tract of timber land. At the death of her father in 1916 she inherited the further sum of about $9,000. In 1897 she purchased the valuable Walker ranch in Humboldt County, taking the title deed in .her own name. As a part of the purchase price she executed a mortgage upon this ranch to her father for $4,000, which was subsequently released. This ranch was operated for several years by the joint efforts of Mr. and Mrs. Robertson. Sometimes she transacted the business affairs incident to the management of the farm and sometimes he looked after the business. Once he executed a memorandum lease of this farm in his own name without her signature. The farm, however, was always retained in her name alone. She paid all the taxes on this property. This ranch became quite valuable.

The evidence indicates that Mrs. Robertson acquired in the course of a number of years notes, stocks, bonds and money in bank amounting to a considerable sum. There is no definite evidence that Jonathan Robertson ever acquired any specific property with the exception of some lots of uncertain value. In 1914 he was stricken with paralysis and gradually became helpless until it was necessary to move him about in a wheel-chair. March 23, 1914, he executed and delivered to his wife deeds of conveyance to these lots standing of record in his name, which were situated in Brookdale and Hydesville, Humboldt County.

*617 The history of the existence of several different bank accounts standing in the names of the spouses during their married life is revealed by the evidence. At first the record of these bank accounts appeared in the name of J. F. Robertson or Annie Robertson. ’ ’ In one of these accounts there was deposited $7,000 in Liberty Loan bonds “for safe keeping.” Before the death of Jonathan Robertson these bank accounts had been closed, with the exception of two of them, which were changed during Mr. Robertson’s lifetime to “Annie Robertson or J. F. Robertson, or the survivor.” Mr. Trollnes, the manager of the Home Savings Bank of Eureka, testified regarding the record of the account, “The account is (in the names of) Annie Robertson or J. F. Robertson, payable to either survivor. ’ ’ There remained in this account after the death of Mr. Robertson a balance of $10,204.51, which was withdrawn upon the check of Mrs. Robertson May 7, 1924. . There was another account in the Fortuna bank which was carried in the names of “ J. F. Robertson or Mrs. J. F. Robertson.” Mr. Newell, an officer of that bank, testified that this account was also changed to a joint and survivorship account before the death of Mr. Robertson.

The inventory which was filed in this estate shows the possession of notes, stocks, bonds, money in bank and personal effects of the total appraised value of $24,780.81. It is contended by the appellants that, with the exception of the first three items which appear consisting of bonds and cash in bank amounting to the sum.of $8,999.57, the respondents failed to account for the source of the funds with which the remaining notes, bonds and personal property were acquired.

Jonathan Robertson died February 2, 1922. His estate was never probated. Annie Robertson married William Nelson in June, 1926. She died intestate June 30, 1927, leaving surviving her as her only heirs William Nelson, her husband, two sisters and a brother, all of whom joined in the petition for partial distribution. The brothers and sisters of Jonathan Robertson contested this petition and prayed that they be permitted to participate in partial distribution of this estate on the theory that the estate of their deceased brother owned a community interest in the property of Annie D. Robertson-Nelson, deceased.

The court found that the contestants were not heirs of Annie Robertson Nelson, deceased, and were, therefore, not *618 entitled to participate in her estate and that the estate of Jonathan Robertson had no community interest in said estate.

It would be an arduous task to attempt to follow the intricacies of the numerous business transactions of Mr. and Mrs. Robertson through a period of thirty-one years of married life. It is sufficient to say that the evidence satisfactorily shows that Jonathan Robertson was without means when he was married and that beyond the cost of their living he never succeeded in accumulating any specific property except the lots which he voluntarily deeded to his wife shortly before his death. Upon the contrary, it satisfactorily appears that all of the money with which the spouses secured their accumulation of money, stocks, bonds, notes and real property, except as hereinbefore stated, came from gifts and legacies to Annie Robertson Nelson and which, therefore, became her separate property. We are of the opinion that the findings of the court to the effect that the estate of Jonathan Robertson had no community interest in the property of this estate, and that the contestants are, therefore, not entitled to participate in the distribution of the estate, are amply supported by a preponderance of the evidence. The burden is on one who asserts a community interest in property to establish his claim by a preponderance of the evidence.

The fact that money was originally deposited in a bank in the joint names of Mr. and Mrs. Robertson does not conclusively determine the title thereto, nor necessarily signify that it was community property. In 4 California Jurisprudence, 199, section 89, it is said:

“Neither does the separate property of the wife become joint property, with a right of survivorship, merely because of a deposit in a bank in the name of the wife and her husband, in the absence of evidence respecting the purpose of making the deposit or the circumstances under which it was made, for such a form of deposit may be entirely consistent with the desire on the part of the wife to give her husband mere authority to withdraw money from the bank for her from time to time as she might need it.” (Denigan v. Hibernia Sav. & Loan Soc., 127 Cal. 137 [59 Pac. 389]; Mutual Benefit Life Ins. Co. v. Clarke, 81 Cal. App. 546 [254 Pac. 306].)

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Bluebook (online)
286 P. 439, 104 Cal. App. 613, 1930 Cal. App. LEXIS 977, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robertson-v-nelson-calctapp-1930.