Sparks v. Lauritzen

248 Cal. App. 2d 269, 56 Cal. Rptr. 370, 1967 Cal. App. LEXIS 1627
CourtCalifornia Court of Appeal
DecidedFebruary 1, 1967
DocketCiv. 22988
StatusPublished
Cited by4 cases

This text of 248 Cal. App. 2d 269 (Sparks v. Lauritzen) 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
Sparks v. Lauritzen, 248 Cal. App. 2d 269, 56 Cal. Rptr. 370, 1967 Cal. App. LEXIS 1627 (Cal. Ct. App. 1967).

Opinion

SALSMAN, J.

Appellants Alex and Mary Sparks brought this action to impose a constructive trust upon all of the assets in the estate of James Morrow, deceased. It was the theory of appellants’ case that the decedent, during his life *271 time, agreed orally with appellants to devise and bequeath his entire estate to them in return for their promise to make him a member of their family and to permit him to reside with them. The trial court denied all relief and plaintiffs appeal.

Appellants met the decedent, who was then a seaman, in 1949 when he came to their house with his sister Marie to buy a dog. Decedent bought the dog. Not long after this, while decedent was at sea, Marie died. Appellants had seen Marie frequently since purchase of the dog. Upon her death they resumed its care. When decedent returned from sea he was again in contact with appellants. At times he stayed for the evening meal, and occasionally spent the night with them.

In late 1949 or early 1950 decedent asked appellants to take him in. They agreed, and he moved into their home.

Decedent owned property near Hornitos, in Merced County, where he was building a cabin. From 1950 to 1959 decedent alternated between staying with appellants and at his cabin. Appellant Alex said that decedent stayed with them an average of ten days to two weeks at a time, six times a year. Appellant Mary, however, thought decedent stayed with them two or three times each year for one to three weeks at a time. From 1960 until decedent’s death about December 25, 1962, decedent visited appellants rarely, if at all.

When decedent stayed with appellants they supplied food, laundry, cleaning and personal services, and gave him companionship. They also took care of his dogs. A room was available for him in their home when he wished to use it. Decedent made several gifts to appellants, usually small items to which some personal sentiment attached. He referred to appellants as his “family” and according to their testimony considered himself, as they considered him, a member of the family.

The decedent had his lawyer prepare a draft of a will in which he left his estate to appellants. The draft was never executed as a formal will, however, because decedent apparently had some objection to it unrelated to its provision for appellants.

Appellants testified that decedent prepared a holographic will in which he also left all of his estate to them, and that in 1955 he had permitted both appellants to read that will in its entirety. Upon his death, however, no will was found, although the draft of the formal will was still in decedent’s possession.

The trial court found that there was no agreement between the decedent and appellants, but noted in its conclusions of *272 law that even if such an oral agreement were established it would be barred by the statute of frauds. (Civ. Code, § 1624, subd. 6.) The trial court further found that the decedent did represent at various times that he would leave his property to appellants, but that such representations were not made in consideration for any promise of appellants, and that appellants did not condition their services to the decedent upon his promise to leave them all of his property at his death.

Appellants first contend that the trial judge decided the case against them because of a mistaken belief that the complaint did not state a cause of action. This is not supported by the record, however. It is true that, in his memorandum decision, the court did express doubt that the complaint was sufficient, but the court also said that for the purpose of decision it would be assumed that the complaint stated a cause of action. Moreover, with minor exceptions, the court reviewed all of the relevant evidence offered by both parties, and at the conclusion of the trial made findings of fact reflecting full consideration of all the evidence. Thus the case was tried and submitted to the court upon its merits. Under these circumstances any deficiency in the complaint is of no importance.

The critical issue in the case is the existence of the claimed oral agreement. It was appellants’ burden to prove the agreement by clear and convincing evidence. (Notten v. Mensing, 3 Cal.2d 469, 471 [45 P.2d 198].) The trial court heard all the relevant evidence and after evaluating it concluded that there had never been an agreement between the parties whereby decedent was obligated to will all of his estate to appellants. If this finding is supported by the evidence then recovery is foreclosed and the judgment must be affirmed.

Our review of the record discloses ample support for the trial court’s finding that there was no agreement between the parties. There is evidence to the effect that decedent stayed overnight with appellants several times before he .moved his belongings to their home, and that he first requested a more permanent arrangement after he sold his home in Oakland. When decedent first came to reside with appellants he had his cabin in Hornitos, and appellants did not think the arrangement permanent. Appellant Mary asked decedent if he could not stay with his cousin in Richmond, but decedent did not wish to do so. According to appellants, decedent finally asked that the arrangement be made permanent, saying: “If you do let me come into your familly, I will *273 leave you everything I have.” Appellant Mary testified that decedent was welcomed into their home and allowed to stay before he told them he was going to leave all of his property to them, and further that board and room was not being furnished decedent in exchange for his promise to leave them all of his property. Appellant Alex also agreed that in the beginning there was no exchange of board and room for decedent’s promise. At first Alex doubted that decedent would keep his promise, and only later came to believe it.

The foregoing evidence supports the trial court’s finding that there was no agreement between the parties. It is a reasonable inference from this evidence, and one which the trial court obviously drew, that appellants would have given decedent room and board from time to time even in the absence of his statement that he would leave his property to them. In fact, appellants did provide decedent with board, room and companionship before his promise, as they readily admit. Although appellants characterize their arrangement with decedent as an oral contract, they did not persuade the trial judge that their claims were true. Substantial evidence supports the trial judge’s conclusion that there was no bargained-for consideration present here, and hence no contract. (See Enslow v. von Guenthner, 193 Cal.App.2d 318, 322 [14 Cal.Rptr. 231], and cases cited.)

Appellants also contend it was error on the part of the trial court to exclude certain evidence offered by them to show the existence of a close family relationship between decedent and appellants. This was relevant, they say, to the issue of unconscionable injury as a basis for estoppel, which we assume means estoppel of respondents to rely upon the statute of frauds as a bar to enforcement of the alleged oral agreement.

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Bluebook (online)
248 Cal. App. 2d 269, 56 Cal. Rptr. 370, 1967 Cal. App. LEXIS 1627, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sparks-v-lauritzen-calctapp-1967.