Russell v. Landau

274 P.2d 681, 127 Cal. App. 2d 682, 1954 Cal. App. LEXIS 1398
CourtCalifornia Court of Appeal
DecidedOctober 1, 1954
DocketCiv. 20181
StatusPublished
Cited by13 cases

This text of 274 P.2d 681 (Russell v. Landau) 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
Russell v. Landau, 274 P.2d 681, 127 Cal. App. 2d 682, 1954 Cal. App. LEXIS 1398 (Cal. Ct. App. 1954).

Opinion

MOORE, P. J.

From the order quashing service of summons on the ground that defendant was a nonresident temporarily in California as a party litigant and as a witness to testify in judicial proceedings, plaintiff appeals. Appellant contends that under the circumstances, the rule of immunity against service of process cannot be fairly invoked by respondent. This claim necessitates a review of the background of the controversy.

*685 The Parties

Appellant is a daughter of Morris Marks Landau, the deceased brother of respondent. In December, 1941, in the Union of South Africa, Morris created an inter vivos trust with respondent and one Abe Schwartz as trustees. At the time Morris departed this life in November, 1949, the beneficiaries of the M. M. Landau Trust were appellant, her three brothers * and three children of one of the brothers. All reside in London except appellant whose home is in California. The assets of the M. M. Landau Trust consist primarily of stocks and bonds of corporations of Rhodesia and the Union of South Africa. By his last will, Morris established other trusts, the trustees of which are Samuel Zagon and Leslie Landau, executors of Morris’ will, but they administer only that part of decedent’s estate in the United States, while respondent administers that part of the estate in the Union of South Africa and in Rhodesia.

Genesis op Controversy

After Morris’ decease, respondent purchased from appellant’s three brothers their interest in the assets of the M. M. Landau Trust which included half of appellant’s share theretofore sold to her brothers. Included among her conveyances to her brothers were shares of Morland Corporation, a South African concern. Appellant’s alleged controversy had its genesis in disputes arising out of respondent’s alleged treatment of such shares. After the superior court had forbidden the executors of Morris’ estate to prosecute an action in Rhodesia to establish an interest in the Morland shares, appellant, pursuant to repeated effort, induced respondent to purchase her distributive share of the Morris M. Landau Trust. Prior to such transaction, respondent hesitated to visit California for fear that appellant would subject him to litigation, but the purchase having been effected, he determined to come to America to attend to “certain personal business matters.” Soon after such decision, however, he was advised that the executors of the estate and the trustees of the M. M. Landau Trust were about to initiate further proceedings with reference to the Morland shares, whereupon respondent resolved to visit Los Angeles in order to appear in such proceeding and testify.

Respondent Served With Summons

Immediately upon his arrival in Los Angeles, October 11, 1952, respondent retained counsel for advice as to the probate *686 proceedings whereby the executors and trustees asked for instructions. Except the time consumed by heart attacks, respondent devoted the entire period of his sojourn to consultations with his counsel and other parties interested with him and also in appearing as a witness under subpoena in a proceeding whereby appellant sought to perpetuate his testimony in any action by the executors against her for conversion by reason of her sale to respondent of her share of the assets of the M. M. Landau Trust. Promptly upon his signing his deposition which had detained him 42 days, he was served with summons in the instant action. He thereupon departed the state, December 12, 1952.

Service Quashed

Following the trial of the motion to quash the service of summons, the court ordered that the “said motion is granted.” While the ruling upon a motion is deemed to have been based upon the facts averred by the prevailing party and proved by his witnesses, the “Memorandum Ruling” filed by the judge, not containing any statement contrary to the evidence submitted by respondent, is hereby referred to as the findings of the court. By such ruling the court determined that:

The Findings
1. Respondent was the ancillary executor of his brother’s will in England, in the Union of South Africa and in Rhodesia;
2. Respondent arrived in California eight days after the executors of the M. M. Landau Estate had filed a petition for instructions, which required some response from Harry Landau;
3. Respondent was interested in the estate, both as legatee and as ancillary executor in England, in Rhodesia and in South Africa where he resides;
4. The hearing on the petition for instructions was continued’from time to time owing to respondent’s heart attacks;
5. He was subpoenaed by the executors as a witness and testified on November 18 and December 4;
6. Meanwhile, appellant had filed a proceeding to perpetuate respondent’s "testimony and caused a subpoena to be served upon him to appear before a notary to give his deposition. He appeared accordingly and was detained at such task until December 12 when at his apartment he signed the transcript.
7. Thereupon appellant’s agent served respondent with the summons here in question.

*687 Upon such findings the court decided:

1. Respondent came into California for the sole and controlling purpose of appearing as a party and of testifying in the probate proceeding and
2. His actions disclosed no other purpose;
3. He was not the moving party in the probate proceeding;
4. Such proceeding was not so correlated with the action alleged in appellants’ complaint as to justify the application of the exception to the general rule. Such rule is that “during a period reasonably necessary to the giving of testimony in a judicial proceeding, a nonresident witness who enters a state primarily for that purpose is immune from service of summons. The rule is based upon public policy and, even though in derogation of the rights of the individual litigant, is justified by the public interest served by the granting of immunity.” (Velkov v. Superior Court, 40 Cal.2d 289, 291 [253 P.2d 25, 35 A.L.R.2d 1348].)

The General Rule Applied

The wisdom of the rule is demonstrated by the very facts of the instant action: respondent, an infirm and aging person residing in a distant land, feared to visit California as a party litigant and to give his testimony which was necessary to a proper decision on the issues of the pending proceeding, but for which he would not have come. Two continuances of the trial were granted because he was too ill to attend. He did nothing to extend his sojourn but began his conferences upon arrival and departed as soon as he had finished, except for his detention to testify in appellant’s special proceeding to perpetuate his testimony.

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Cite This Page — Counsel Stack

Bluebook (online)
274 P.2d 681, 127 Cal. App. 2d 682, 1954 Cal. App. LEXIS 1398, Counsel Stack Legal Research, https://law.counselstack.com/opinion/russell-v-landau-calctapp-1954.