Summary
**Estate of Sanders (Cal. 1985)** **Topics:** Extrinsic fraud; probate; will contest; fiduciary duty; confidential relationship; equitable relief from judgment. **Holding:** An executor who, through concealment and misrepresentation, prevents beneficiaries from timely contesting a will—by leading them to believe their interests are protected, assuring them they need not participate in proceedings, and discouraging contact with counsel—commits extrinsic fraud. Such fraud, arising from a fiduciary or confidential relationship, warrants setting aside probate orders even after the statutory contest period expires. The court reversed the denial of appellants' motion to vacate the probate orders.
Holdings
- Yes, such conduct constitutes extrinsic fraud entitling the aggrieved parties to set aside the probate orders.
Questions Presented
- Whether appellants' allegations of concealment and misrepresentation by a person in a confidential or fiduciary relationship are sufficient to constitute extrinsic fraud justifying equitable relief from probate orders.
Disposition
reversed_and_remanded
Cases Cited (20)
- United States v. Throckmorton, 98 U.S. 61 (1878)(Cited for definition of extrinsic fraud)
- Estate of Charters, 46 Cal.2d 227 (1956)(Cited for principle that court may set aside probate orders in cases of fraud or mistake.)
- Caldwell v. Taylor, 218 Cal. 471 (1933)(Cited for requirement of extrinsic fraud for equitable relief.)
- Bacon v. Bacon, 150 Cal. 477 (1907)(Cited for principle that executor owes fiduciary duty to legatees.)
- Baker v. O'Riordan, 65 Cal. 368 (1884)(Cited for equitable jurisdiction.)
- In re Marriage of Modnick, 33 Cal.3d 897 (1983)(Cited for broad concept of extrinsic fraud.)
- In re Marriage of Park, In re Marriage of Park, 27 Cal.3d 337 (1980)(Cited for definition of extrinsic fraud.)
- Kudokas v. Balkus, 26 Cal.App.3d 744 (1972)(Cited for definition of confidential relationship.)
- Vai v. Bank of America, 56 Cal.2d 329 (1961)(Cited for principle regarding confidential relationship.)
- Nicholson v. Rose, 106 Cal.App.3d 457 (1980)(Cited for succinct definition of confidential relationship.)
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