Trimble v. Coffman

251 P.2d 81, 114 Cal. App. 2d 618, 1952 Cal. App. LEXIS 1218
CourtCalifornia Court of Appeal
DecidedDecember 9, 1952
DocketCiv. 4442
StatusPublished
Cited by3 cases

This text of 251 P.2d 81 (Trimble v. Coffman) 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
Trimble v. Coffman, 251 P.2d 81, 114 Cal. App. 2d 618, 1952 Cal. App. LEXIS 1218 (Cal. Ct. App. 1952).

Opinion

GRIFFIN, J.

Martha Trimble, plaintiff, cross-defendant and respondent, brought this action to partition certain real property and crops growing thereon. A. B. Coffman, defendant, cross-complainant and appellant, filed an answer denying plaintiff’s claimed title, and a cross-complaint seeking to cancel a deed to plaintiff, executed by his joint tenant, and alleged it was procured without consideration, by undue influence, and in violation of confidential relationship. It is also claimed that the grantor of the joint tenancy interest held such interest in trust and was not authorized to convey it.

The trial court found against defendant’s several claims and in favor of plaintiff, ordered partition, entered its interlocutory decree appointing a referee, and provided a procedure to carry the decree into effect.

The evidence shows that defendant was an orange grower and had two sons. In August, 1942, he married Helen J. Scott. She was a real estate broker. At the time of marriage she owned certain personal property and an equity in some real property in Los Angeles County, which was subsequently sold. She had been ill for some time. After the marriage she underwent two operations. On May 11, 1948, she died of cancer. At the time of the marriage Mr. Coffman owned the home place where the parties lived and two other parcels of property. He sold the home place in July, 1943, and one parcel in March, 1944, for $50,000. The parties moved to a home owned by defendant in Garden Grove, which was sold in 1944. Mrs. Coffman told a broker that they would like to secure some income property. He showed them the Dunlap home located in a 10-acre orange grove in Fullerton, the property here involved. The purchase price was $35,000. As found by the court, $25,000 was paid by funds furnished by Mr. Coffman, and a note and trust deed for $10,000 was signed by both husband and wife. Title to the ranch was taken by them as joint tenants. The parties lived on the premises, worked the property, and the note was paid off from the proceeds of their crops and their efforts. Some weeks before *620 the death of the wife a separation occurred and the parties were trying to adjust their differences. Mrs. Coffman had prepared for her a grant deed of her one-half joint tenancy interest in the ranch property, transferring it to plaintiff, Mrs. Trimble, her sister-in-law, and signed a will on May 10, in which she recited that the deed prepared by her was for the purpose of severing the joint tenancy between her and her husband. On that same day she executed the deed and handed it to plaintiff, who immediately recorded it. On May 10, plaintiff signed an acknowledgment directed to Mrs. Coffman, reciting: “I acknowledge that in connection with the deed to me of a one-half interest in the ranch and any funds turned over, that the same is received by me for all monies advanced for your care, or for other reasons, and to meet my expenses and trouble in looking after your affairs, and that the balance, if any, shall be turned over to your nieces and nephews in equal shares, as named in your will. ’ ’

Defendant, by his pleadings and testimony, would attach to the joint tenancy deed certain conditions predicated on certain claimed oral conversations between the parties as to the effect of the deed and the manner in which his wife’s title would be held. He testified he told his wife that if they bought the property “I will fix it from my other property and make you a will”; that during the escrow he talked it over with his wife and they agreed “survivorship in the way of title would be better than a will,” and “She said in a way, survivorship required if I die it was hers and if she dies it was mine, a home for either one of us. ’ ’

Upon this testimony and the findings of the trial court, defendant claims that, as a matter of law, a resulting trust arose in favor of defendant; that accordingly, defendant’s wife was unauthorized to dispose of her joint tenancy interest, and that plaintiff acquired no interest in the property other than a bare legal title. The finding relied upon in support of this conclusion recites that the purchase money, i.e., $25,000, was the separate property of Coffman and that no sum was paid by Mrs. Coffman; that “at the time of said purchase of said property Helen J. Coffman and A. B. Coffman agreed that the parties would be owners of the property, as joint tenants, and the survivor would be the owner of the property.”

As opposed to this conclusion, the court found that by virtue of the joint tenancy deed Mrs. Coffman became the owner of an undivided one-half interest in the property; that it was not true that at the time Mr. Coffman purchased the property, *621 or at any time, he told Mrs. Coffman that in the event she should die before he did, all of his property should go to his children by a prior marriage; that it is not true that she agreed or promised that she would not transfer said property or any interest therein, except at the request and with the consent of Mr. Coffman, or that she would not assert any title or right of possession in said property until Mr. Coffman died, or during his lifetime, or that Mr. Coffman caused said deed to be executed by Mrs. Dunlap to said parties as joint tenants with the right of survivorship because of any oral agreement of Mrs. Coffman; that it is true that at the time of the purchase of the property Mr. Coffman and Mrs. Coffman reposed confidence in and had great respect and affection for each other; and that it is not true that by virtue of the death of Mrs. Coffman Mr. Coffman became the owner and entitled to the possession of the property. It then found as true that plaintiff and defendant are now the owners of the property as tenants in common in equal shares.

Although death has sealed the lips of the wife to contradict the testimony of the defendant, there is evidence that the money from the sale of crops was used to pay for the $10,000 note and trust deed; that they did maintain separate bank accounts as well as a bank account which was in joint tenancy; that one acquaintance testified that defendant asked her shortly after the property was purchased to “come on out and look over the property Mama and I bought ...” Another testified defendant told him “the orange grove was community property” but the other property was not. During the separation, apparently a divorce complaint had been prepared by Mrs. Coffman and served on Mr. Coffman, who went to plaintiff’s attorney and complained about the allegations pertaining to the property. According to the attorney’s testimony, defendant said that “one-half of the property out there where we moved is Mrs. Coffman’s . . . but the rest of the property is (mine) that I had before marriage”; that “that’s our understanding about it”; that he would be willing to “pay off her half of it”; that he wrote up some kind of an agreement to this effect and that defendant signed it. Defendant denied these conversations.

Two canceled checks, totaling $3,000, endorsed by defendant and drawn on the joint account and on Mrs. Coffman’s separate account, were in evidence as indicating that she may have contributed to the purchase price of the property here in question. However, the court found that they were not *622 directly traceable to it.

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Bluebook (online)
251 P.2d 81, 114 Cal. App. 2d 618, 1952 Cal. App. LEXIS 1218, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trimble-v-coffman-calctapp-1952.