Majority
Headnote
Fraud—Necessity of Pleading.—Fraud is not presumed, and whenever it constitutes an element of a cause of action which is of an affirmative nature or is invoked as conferring a right, it must be alleged.J. Alexander Yoell died in July, 1904. In 1909 his widow, Emily C. Yoell, petitioned for a family allowance. Her petition was opposed by the special administratrix, but the court, after hearing, awarded a family allowance in the sum of one hundred dollars a month, dating from the death of the husband. From this order the appeal under consideration is taken.
As ground of opposition the special administratrix set up a post-nuptial agreement between the deceased and his wife, with appropriate averments, to the effect that it had been faithfully carried out according to its tenor and terms by the deceased during his lifetime, and with further allegations tending to show upon the part of Emily C. Yoell, respondent herein, a full acceptance of all of the benefits and considerations moving to her under the agreement. Thus, it is alleged that during the lifetime of the parties, Emily C. Yoell sold certain real property which, under the articles of separation, became hers, subject to a life estate in the husband, and caused her grantee to begin a suit to quiet his title to the property so conveyed, which action resulted in a decree so doing, in confirmation of the terms of the articles of separation. The validity of the articles of separation it is further alleged was established in another action brought by the husband against
Under these pleadings, thus sufficiently indicated, the matter came on for hearing. The court found that immediately after the execution of the separation agreement Yoell and his wife separated as husband and wife by mutual consent and continued to live apart until the death of the husband; that the husband paid to his wife continuously during many years and up to the time of his death three hundred and fifty dollars a month, as called for by the articles of separation. Then by finding XII the court declared: “That there is no covenant, term or condition in the said separation agreement which deprives Emily C. Yoell of the right to a family allowance during the progress of the administration of the said estate and that she is entitled to such allowance to be paid to her out of the said estate, notwithstanding such separation agreement or anything done thereunder or in pursuance thereof.” Thus the award of the family allowance was made. The evidence disclosed that J. Alexander Yoell and his wife Emily 0. Yoell had been married for thirty-five years and that to them seven children had been born, when diffei enees arose between them culminating in an action for divorce brought by the wife against the husband. A reconciliation was effected, the action was dismissed, but within a year harmony was once more destroyed, the wife left the home and began a second action for divorce in April, 1898. This action was never tried and in fact was finally dismissed. Negotiations were opened looking to an adjustment of their differences without divorce, and articles of separation were entered into. It appears that throughout Mrs. Yoell was fully
I
“Whereas, unhappily there exist marital differences between the said parties of the first and second parts, which, in their opinion, render it impossible that they can longer live together as man and wife, and in consequence thereof they have agreed to live separate and apart from each other, and,
“Whereas, it is the desire of said party of the first part to make a permanent provision to the party of the second part, and it is the desire of both parties hereto that all of the property rights of the parties of the first and second parts respectively, shall be finally adjusted, settled and determined:
“It is now mutually agreed and understood as follows:
“That the parties hereto have agreed and do now agree to an immediate separation as husband and wife and do now agree to live for the future separate and apart from each other. ’ ’
The agreement then made provision to the effect that the real property of the community (and all of the property of the husband was community property) should be divided in moieties, the husband and the wife each taking an undivided half of the fee of each piece or parcel, but that the husband should have a life estate in the one-half so conveyed to the wife, and in lieu of the income which otherwise the wife would derive from her property, the husband was to pay her three hundred and fifty dollars per month, the explanation of this being that it was thought the husband could better manage the properties by having control over them all, and that three hundred and fifty dollars per month represented the full net rental value of the undivided one-half. Next (so proceeds the agreement) it is declared that: “The true intent and meaning of this agreement is that upon the death of the said party of the first part, the said party of the second part shall be entitled to the full, entire, undivided one-half of said four described pieces and parcels of land, in fee simple.” And
“It is further covenanted and agreed that either of the parties hereto shall have an immediate right to devise or bequeath by will their respective interests in the property belonging to each other under the provisions of this agreement; and that the devisees and legatees under any such will shall and may have the same privileges and rights as the respective testators may have had or exercised.
“ It is further expressly covenanted and agreed that neither party hereto will in any way or manner contest or oppose the probate of the other’s will, whether heretofore or hereafter made, or interfere with the other, their heirs or assigns, in the exercise of the rights of property herein stipulated and agreed to; that neither of them will at any time hereafter assert any right, interest, or title as heirs at law of the other to any property devised or bequeathed by such will, or as against the estate of the other, should the other die intestate and all claim as such heir, or as surviving husband and wife, respectively, and all right to contest or oppose the last will of the other is hereby expressly waived, together with all right to administer or to apply for letters of administration, or letters of administration with the will annexed, upon the estate of the other. ’ ’
It has been pointed out that the court’s award of a family allowance was based upon its legal construction of the tenor and effect of these articles of separation, the court stating this legal conclusion as a finding of fact that the articles contained no covenant, term, or condition depriving Emily C. Yoell
These matters have thus been indicated because of the emphasis placed upon them in respondent’s brief, necessitating a reply in kind from appellant. But into the consideration of them, for the following reasons, we may not and will not enter. Respondent’s petition for an allowance for family support made no mention of the articles of separation. It did not disclose their existence. Still less did it disclose a desire upon the part of the petitioner to have them set aside and declared null and void upon the ground of fraud. It is fundamental that fraud is not presumed, and whenever it constitutes an element of a cause of action which is of an affirmative nature or is invoked as conferring a right, it must be alleged. (Wetherly v. Straus, 93 Cal. 283 , [ 28 Pac. 1045 ] ; Burriss v. Adams, 96 Cal. 664 , [ 31 Pac. 565 ] ; Burris v. Kennedy, 108 Cal. 333 , [ 41 Pac. 458 ] ; Estate of Vance, 141 Cal.
And, from another point of view, no different result is reached if it be said that the petitioner was not obliged to anticipate a reliance by the administratrix upon the terms of the separation agreement, and that therefore when, in the answer and opposition of the administratrix the agreement was set forth, the petitioner was allowed the implied replication of section 462 of the Code of Civil Procedure. Assuming that under such an implied replication, evidence of fraud might be given, (Moore v. Copp, 119 Cal. 433 , [ 51 Pac. 630 ]), it necessarily follows that by the same implication of law there is given to the defendant (in this case the administratrix in opposition) an implied rejoinder, under which she may prove estoppel, a failure to rescind, laches, the statute of limitations or any other matter of defense. But assuming that all these new issues may thus be injected into the case without pleading, nevertheless it follows that before a judgment can be entered under such circumstances and before these matters can be reviewed upon appeal, the court must have made specific findings one way or the other thereon. This the court did not do and so, as has been said, from this point of view, the matters are not open to consideration on this appeal.
1. Upon the first proposition, nothwithstanding the confidential relations which exist between husband and wife, it may not be disputed that such agreements are not against public policy, and may be entered into and will be enforced in accordance with their terms when undue advantage has not been taken of either spouse. We need not go outside of the decisions of our own state for the complete establishment of this, though it may be added that the decisions of other states are in harmony therewith. (In re Noah, 73 Cal. 583 , [ 2 Am. St. Rep. 829 , 15 Pac. 287 ] ; Wickersham v. Comerford, 96 Cal. 433 , [ 31 Pac. 358 ] ; In re Davis, 106 Cal. 453 , [ 39 Pac. 756 ] ; Fealey v. Fealey, 104 Cal. 354 , [ 43 Am. St. Rep. 111 , 38 Pac. 49 ] ; Estate of Winslow, 121 Cal. 92 , [ 53 Pac. 362 ] ; Hite v. Mercantile Trust Co., 156 Cal. 765 , [ 106 Pac. 102 ] ; Estate of Edelman, 148 Cal. 233 , [ 113 Am. St. Rep. 231 , 82 Pac. 962 ].) In this case the evidence is undisputed, as above set forth, that the division of the property was advisedly entered into by Mrs. Yoell, she thoroughly understanding the condition of her husband’s affairs, the values of the properties, the incomes which they returned, and having throughout the negotiations and to their consummation the advice of her own attorney and counsellor at law. Further, as has been indicated, it is shown that in numerous, and indeed in all ways Mrs. Yoell accepted the benefits of the agreement and that the husband fully performed his part thereof, faithfully paying the three hundred and fifty dollars per month as contemplated. This continued through n any years, and therefore no question can here arise of the fairness of the transactions between the parties. To the argument of respondent that at the time these articles of agreement were entered into there were minor children whose rights upon the estate of their father could not be contracted away by the
The separation agreement provided, as a mode of establishing title and separate estate in the undivided moieties of the real property, that deeds by Yoell and his wife should be made to one Buekbee, who in turn should make to the Yoells the deeds contemplated by the agreement. It is said that here was a void trust to convey, rendering the whole agreement void. But to this it must be answered, first, that this was not an executory trust, but an executed one. Buekbee made the deeds, both parties assented to them, received the benefits of them, acted under them, sought the courts to enforce their validity, and so both, upon the simplest principles of equitable estoppel, will be forbidden, while retaining the benefits, to question the validity of the agreement under which they received them. (Los Angeles v. Los Angeles City Bank, 100 Cal. 24 , [ 34 Pac. 510 ] ; Pixley v. Western Pac. R. R. Co., 33 Cal. 183 , [ 91 Am. Dec. 623 ] ; Burris v. Adams, 96 Cal. 668 , [ 31 Pac. 565 ]. And, finally, upon this point it may be said that the provision for deeds to and from Buekbee was a mere means of carrying into effect the principal purposes of the agreement. It was not an integral nor an essential part of it. The method provided was executed and accepted by both parties, and the whole contract in itself valid will not be permitted to fall because of the supposed invalidity attaching to the
This disposes of the imperfections asserted to exist in the agreement itself which respondent insists are of such gravity as to destroy the instrument. We pass, then, to the second consideration.
2. It has been pointed out that the separation agreement made complete disposition of the property of the spouses, dividing it equally between them; that the contemplated separation was a permanent one, and the disposition of the property was designed and declared to be final and complete. A complete release and relinquishment of all rights, present and prospective, is indicated, first, by the general scope and intent of the instrument, and second, by the following language: “the execution of this agreement and the consummation thereof . . . shall be and is intended to be a full, complete and final adjustment of all the property rights of the parties hereto, and that neither party shall or will at any time hereafter make, or attempt to make, any other or further claim than as herein stipulated. That the property stipulated to be conveyed shall be and remain forever the separate property of each of the parties hereto.
“It is further expressly covenanted and agreed that neither party will . . . interfere with the other, their heirs or assigns, in the exercise of the rights of property herein stipulated and agreed to; and that neither of them will, at any time hereafter, assert any right, interest or title as heirs at law of the other, to any property devised or bequeathed by such will or as against the estate of the other, should the other die intestate, and all claim as such heir, or as surviving husband and wife respectively, and all right to contest or oppose the last will of the other is hereby expressly waived.’’
Upon the death of the husband the surviving wife may receive a family allowance when and only when she is a member of the family and receiving or entitled to receive support as such member, and when, even though a member of the family, she has not parted with or relinquished her right to make demand for such allowance, (a) To establish such relinquishment of right, no more apt words could be chosen than those deliberately employed in the agreement under consideration. True, it does not in terms and by name relinquish
Of the cases in this state which respondent contends support the contrary view, Eproson v. Wheat, has already been considered and shown .not to be in point. In In re Vance, 100 Cal. 425 , [ 34 Pac. 1087 ], no separation agreement was under consideration. The same is true of In re Bump, 152 Cal. 274 , [ 92 Pac. 643 ]. Warner v. Warner, 144 Cal. 615 , [ 78 Pac. 24 ], did not involve the consideration of a separation agreement, but of an ante-nuptial agreement by which the wife “does hereby relinquish and disclaim any and all right, claim and interest in and to the property of said first party (the plaintiff) either as heir or otherwise.” It was held that a declaration of homestead which the wife placed upon the separate property of the husband was not in violation of the terms of this agreement. Construing it the court said that it was an agreement upon the part of the wife “not to seek to deprive him of any of his property or to assert any . claim thereto adverse to him during his lifetime, or any claim of inheritance therein after his death. Her declaration of homestead was not a violation of this obligation thus assumed by her. ” It is concluded, therefore, that by the very language of the separation agreement the wife renounced, surrendered, and released her right to make application for a family allowance.
3. Finally, respondent contends that the court in probate may not consider the separation agreement; that the widow is entitled to all rights in and to the estate of her husband until, in an action in equity, the court has entered its decree specifically enforcing the contract against the widow. Bridge v. Kedon, 163 Cal. 493 , [ 126 Pac. 149 ] is cited as authority in support of this view. The position is not sound, nor is it supported, by the case mentioned. Of course, during the lives of the parties a court of equity would be the forum for the enforcement of any violated rights conferred by the agreement. But here the agreement has been fully executed, and one of the parties to it is dead. The other is making unwarranted claims in probate upon the estate of the deceased, and his representative interposes this agreement as a defense by way of estoppel to those claims. That the probate court has
The order appealed from is therefore reversed.
Melvin, J., and Lorigan, J., concurred.
Hearing in Bank denied.
Cases cited
- Wetherly v. Straus 93 Cal. 283 p. 546
- Burris v. Adams 96 Cal. 664 p. 546
- Sherer v. Superior Court 31 Pac. 565 p. 546, p. 549
- In re the Estate of Noah 73 Cal. 583 p. 548, p. 551, p. 554, p. 555
- Wickersham v. Comerford 96 Cal. 433 p. 548, p. 551, p. 554
- In re Estate of Davis 106 Cal. 453 p. 548, p. 551
- Fealey v. Fealey 104 Cal. 354 p. 548
- In re Estate of Winslow 121 Cal. 92 p. 548, p. 552
- Hite v. Mercantile Tr. Co. of S.F. 156 Cal. 765 p. 548
- In re Estate of Edelman 148 Cal. 233 p. 548, p. 555
- Pixley v. The Western Pac. R.R. 33 Cal. 183 p. 549
- Lauricella v. Lauricella 161 Cal. 61 p. 550
- Eproson v. Wheat 53 Cal. 715 p. 551
- In re Estate of Vance 100 Cal. 425 p. 553
- In re Estate of Bump 152 Cal. 274 p. 553
- Warner v. Warner 144 Cal. 615 p. 553
- In re Estate of Miller 158 Cal. 420 p. 554
- Bose v. Bose 158 Cal. 428 p. 554
- Bridge v. Kedon 163 Cal. 493 p. 554
- In re the Estate of Garcelon 104 Cal. 570 p. 555