Walrod v. Farmers & Merchants Trust Co.

178 Cal. App. 2d 24, 2 Cal. Rptr. 634, 1960 Cal. App. LEXIS 2555
CourtCalifornia Court of Appeal
DecidedFebruary 15, 1960
DocketCiv. No. 6302
StatusPublished
Cited by2 cases

This text of 178 Cal. App. 2d 24 (Walrod v. Farmers & Merchants Trust Co.) 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
Walrod v. Farmers & Merchants Trust Co., 178 Cal. App. 2d 24, 2 Cal. Rptr. 634, 1960 Cal. App. LEXIS 2555 (Cal. Ct. App. 1960).

Opinion

SHEPARD, J.

Appellants have appealed from a judgment of dismissal of opposition to probate of will.

Ground I of appellants’ opposition alleges revocation by cancellation, defacement and obliteration by testatrix with intent to revoke. Ground II alleges that the will was not executed in the manner and form required by law. Ground III alleges that one of the devisees actively prevented revocation. Appellants also contend that the trial court erred in refusing to permit an amendment to state a fourth ground of opposition.

The record before us shows that the deceased testatrix, Sinah W. Kelly, on December 16,1947, made her will in which, after certain specific bequests to various collateral relatives, she bequeathed the entire residue of her estate to her husband, or, in case the husband predeceased her, the residue was bequeathed to the Mother Church of the First Church of Christ Scientist of Boston, Massachusetts, subject to certain support to the testatrix’s mother. Apparently, at some time prior to December 13, 1957, both the husband and the mother mentioned in the will had died, leaving said church as the sole residuary beneficiary, without condition. On December 13, 1957, the testatrix went to the office of her attorney and gave him instructions relative to the drafting of a new will. The attorney made certain notations on the marginal portion of one page of the will. From these notations it appears that said church was still intended to be the sole residuary beneficiary, without condition, in the new will, if executed. Apparently these notations were made with a pencil. None of them was superimposed on any part of the writing of the will and no part of the writing of the will was in any way defaced, altered, or obliterated. (At this point it is well to note that the uncontradicted evidence is that the striking out of the last line of the first paragraph of the will was done prior to the execution of the will and is not subject to any controversy in this contest.) A few days after this visit to her attorney, the testatrix wrote a letter in which she said, “I met with my tax attorney Friday [28]*28to make out a new will as the old one no longer met the need— John and Mama both gone and some other portions obsolete. ’ ’ Appellant’s brief states that the attorney (Kindel) prepared a rough draft of the proposed new will and sent it to the testatrix by mail, but the same was never signed. The testatrix died April 13,1958. On April 18,1958, the petition for probate of the will was filed by the trust company named as executor. Opposition to such probate was filed by these appellants, and ultimately on September 10, 1958, “amended grounds of opposition to probate of will” were filed. The record does not disclose how many amendments preceded this pleading. The legatee church filed its answer September 17, 1958, and proponent executor filed his answer October 2, 1958. On December 30, 1958, the legatee church filed its notice of motions for judgment on the pleadings and for summary judgment, together with supporting affidavits. The motion was heard January 30, 1959, but contestants did not file their affidavits and points and authorities in opposition to the motion until February 17, 1959. Judgment was filed March 2, 1959, ordering dismissal of the amended grounds of opposition to probate of will, and contestants appeal.

Appellants present three questions on appeal. The first of these is, did the trial court err in granting the motion for a summary judgment as to counts I and II of contestants’ amended grounds of opposition to probate of will? Before analyzing the record, a brief review of the rules respecting summary judgment is desirable.

The procedure provided by Code of Civil Procedure, section 437c, is designed to clear the court’s calendar of unjustified cases and relieve the parties of expensive trials that have no foundation in fact. (Cone v. Union Oil Co., 129 Cal.App.2d 558, 562 [1] [277 P.2d 464].) Summary judgment is proper only when the facts set forth by the affidavits of the moving party, if true, would sustain a judgment in his favor and the affidavits of the opposing party do not present legally triable issues of fact. (Hardy v. Hardy, 23 Cal.2d 244, 245, 247 [143 P.2d 701] ; People v. City of Garden Grove, 165 Cal.App.2d 794, 798 [2] [332 P.2d 841]; Forgeron Inc. v. Hansen, 169 Cal.App.2d 832, 834 [2] [338 P.2d 10].) The affidavits of the moving party should be construed strictly and those of the opposing should be construed liberally. (Eagle Oil & Refining Co. v. Prentice, 19 Cal.2d 553, 556 [2] [122 P.2d 264].) “In other words, the affidavits are to be construed with all intendments in favor of the party opposing [29]*29the motion ...” (Desny v. Wilder, 46 Cal.2d 715, 726 [299 P.2d 257].) “Great liberality is indulged in matters of amendment to the end that lawsuits may be determined upon their merits.” (Desny v. Wilder, supra, page 751 [56].) “The procedure is drastic and should be used with caution in order that it may not become a substitute for existing methods in the determination of issues of fact. ’ ’ (Eagle Oil & Refining Co. v. Prentice, supra.) The facts must be set up with particularity in the affidavit, must be within the personal knowledge of the affiant, and the affiant must be competent to testify to these facts. (Southern Pac. Co. v. Fish, 166 Cal.App.2d 353, 362 [4b] [333 P.2d 133].) However, all allegations are not rigidly restricted to evidentiary matter and if the court is satisfied that facts within the knowledge of affiant to which affiant is competent to testify are set forth with sufficient particularity and from which it appears that a bona fide defense to the action exists, the motion for summary judgment should be denied. (Eagle Oil & Refining Co. v. Prentice, supra, page 561 [3b].) On the other hand, it should be remembered that if the affidavits of the party opposing the motion do not present facts from which the trial court can see that there is a triable issue, the summary judgment should be granted. (Coyne v. Krempels, 36 Cal.2d 257 [223 P.2d 244] ; Atchison v. McGee, 141 Cal.App.2d 515, 519 [4] [296 P.2d 860]; Kimber v. Jones, 122 Cal.App.2d 914, 919 [5] [265 P.2d 922].)

Furthermore, while it may be true in the interest of liberality that even if the answer of the opposing party be defective if the affidavits themselves within the general purview of the pleadings show that a good defense may exist, the summary judgment will ordinarily be denied and amendment permitted (U. S. Fidelity & Guar. Co. v. Sullivan, 93 Cal.App.2d 559, 561 [3] [

Related

Snider v. Snider
200 Cal. App. 2d 741 (California Court of Appeal, 1962)
Estate of Kelly
178 Cal. App. 2d 24 (California Court of Appeal, 1960)

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Bluebook (online)
178 Cal. App. 2d 24, 2 Cal. Rptr. 634, 1960 Cal. App. LEXIS 2555, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walrod-v-farmers-merchants-trust-co-calctapp-1960.