Estate of Sanders

Estate of Sanders, 40 Cal.3d 607, 710 P.2d 232, 221 Cal.Rptr. 432 (Cal. 1985) · Supreme Court of California · No. L.A. No. 32054

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

  1. Yes, such conduct constitutes extrinsic fraud entitling the aggrieved parties to set aside the probate orders.

Questions Presented

  1. 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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