Walton

Walton v. Walton

Good Law
1995 Cal. App. LEXIS 5·31 Cal. App. 4th 277·36 Cal. Rptr. 2d 901·95 Cal. Daily Op. Serv. 153
Court of Appeal of CaliforniaJanuary 3, 1995C016397California6,154 words

Opinion

Opinion

Sims, J.

Defendant Beverly Walton, as administrator for the estate of A. Bruce Walton II (Bruce Jr.), appeals from a judgment awarding specific performance of an oral contract to make a will in consolidated actions brought by plaintiffs A. Bruce Walton III (Bruce III) and Richard L. Walton (Rick). Defendant contends the trial court erred in denying her a jury trial and in granting specific performance on the merits.

In the published portion of the opinion, we conclude the trial court properly adjudicated the dispute without a jury. In the unpublished portion of the opinion, we conclude the trial court properly granted specific performance. We shall therefore affirm the judgment.

Factual and Procedural Background

In May 1992, Bruce III and Rick filed separate complaints against defendant in her capacity as administrator of their father’s estate, claiming entitlement to specific percentages of the stock in the family business, SBC Industries, Inc., pursuant to an oral agreement by Bruce Jr. to devise the stock to plaintiffs in his will. By amended complaints, plaintiffs each alleged the following counts: (1) breach of contract, (2) quasi-specific performance of an oral contract…

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