Berryessa v. Murphy

92 Cal. App. 3d 413, 154 Cal. Rptr. 859, 1979 Cal. App. LEXIS 1687
CourtCalifornia Court of Appeal
DecidedApril 26, 1979
DocketCiv. 45105
StatusPublished
Cited by10 cases

This text of 92 Cal. App. 3d 413 (Berryessa v. Murphy) 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
Berryessa v. Murphy, 92 Cal. App. 3d 413, 154 Cal. Rptr. 859, 1979 Cal. App. LEXIS 1687 (Cal. Ct. App. 1979).

Opinion

Opinion

TAYLOR, P. J.

Gary Beriyessa and Rene Deane, the contingent beneficiary and trustee, respectively, of a testamentary trust, appeal from a decree denying their petition for heirship and determining that the decedent’s only heirs at law, his parents, J. Frank Murphy and his wife Marjorie, were the only persons entitled to the estate. The principal question presented is whether any of the documents executed by Marilyn Murphy, the testator’s former wife, constituted a disclaimer of her interests in the decedent’s estate, pursuant to Probate Code sections 190-190.10. 1 For the reasons set forth below, we have concluded that the trial court properly concluded that the marital settlement agreement and Marilyn’s assignment of her interest to the decedent’s parents were valid.

The court found the pertinent facts as follows: When Peter Murphy died on May 25, 1977, he was a single person and had no issue. He had executed a will on Februaiy 23, 1972, leaving his entire estate to his then wife Marilyn. The will also provided that if Marilyn did not survive him by 180 days, Deane, as trustee for Beriyessa (Marilyn’s then minor son by a prior marriage), would succeed to the estate. Marilyn survived decedent by 180 days.

*418 The decedent and Marilyn were finally divorced on June 25, 1976. The decree of dissolution adopted, ratified and approved a marital settlement agreement dated December 29, 1975, which provided, so far as here pertinent; “9. Each of us waives and renounces any and all rights to inherit the estate of the other at the other’s death, or to receive any property of the other under a Will executed before the effective date of this Agreement, or to claim any family allowance or probate homestead from the other’s estate, or to act as executor or other personal representative under the Will of the other executed before the effective date of this Agreement, or to. act as administrator, or as administrator with the Will annexed, of the other’s estate except as a nominee of another person who is legally entitled to make nominations for administrator” (italics added). The decree directed the parties to perform the agreement.

On June 2, 1977, and prior to the filing of the petition for probate, J. Frank Murphy and Marjorie L. Murphy and Marilyn Murphy executed the following agreement: “In consideration of Marilyn Y. Murphy’s disclaimer of interest under the will of said decedent in the Estate of Peter H. Murphy made in pursuance of the property settlement agreement between her and the decedent:

“We, the undersigned, agree to give and deliver to her or her assigns one-fifth (1/5) of all property or moneys received by us or either of us from the estate of said decedent at the time of the distribution thereof. In the event of her death the same shall be given to Gary Murphy.
We consent to her appointment as executor of said estate.
“This agreement shall bind on executors and administrators.” (Italics added.)

However, this agreement was not filed by Marilyn in the probate proceedings or at all. After the death of decedent, but prior to the execution of the above quoted document, Marilyn had secured the advice of an attorney who was independent of any interest or issue involved in these proceedings.

Subsequently, pursuant to the above quoted June 2, 1977, agreement, Marilyn petitioned and was appointed executrix of the estate; J. Frank Murphy was her attorney. On January 24, 1978, Marilyn, as executrix, and J. Frank Murphy, as preparer, executed an inheritance tax declaration (Form IT-22) and attached a copy of the will and the marital *419 settlement agreement. So far as pertinent, the inheritance tax declaration stated: “Marilyn Y. Murphy named in said Will although she survived the decedent by over 180 days and would under the terms and provisions of said Will have been entitled to receive the estate of said decedent, has by reason of the execution of said property settlement agreement surrendered all right to receive any property under the Will of said decedent.” (Italics added.) The state inheritance tax department accepted this declaration and charged all inheritance taxes to J. Frank Murphy and Marjorie, as heirs at law. No inheritance tax report or order fixing inheritance taxes has yet been filed in these proceedings.

On February 23, 1978, Marilyn filed the following document in the probate proceedings: “I, Marilyn Yvonne Murphy, also known as Marilyn Y. Murphy, former wife of the above decedent, do hereby pursuant to the Settlement Agreement between myself and the decedent dated December 19, 1975, and particularly paragraph 9 thereof, disclaim any interest in the estate of said decedent under his will dated February 23, 1972, reselling, however, the right to continue to act as exe.cutrix of said will and reserving also any rights otherwise acquired in said estate” (italics added). This document was prepared by the attorney for Deane and Berry essa and given to Berry essa by his attorney. No testimony was offered concerning what was meant by “any rights otherwise acquired in said estate.”

On March 10, 1978, Deane and Berry essa filed the instant petition for determination of entitlement to the distribution of the estate, pursuant to Probate Code section 1080; on March 23, 1978, Marjorie and J. Frank Murphy also claimed .the estate as the parents and sole heirs at law of the decedent (Prob. Code, § 1080). Marilyn has filed no claim to the estate and did not appear or testify at the hearing; Berry essa also did not appear personally and did not testify in support of his petition or in opposition to the claim of decedent’s parents. Deane, the trustee named in the will, did not personally appear and did not testify in support of his petition nor in opposition to the claims of decedent’s parents. J. Frank Murphy personally appeared and testified in support of his claim and that of his wife.

The court concluded that Peter Murphy died testate on May 25, 1977, and that his only heirs were his parents, J. Frank Murphy and Marjorie Murphy. The marital settlement agreement was not a disclaimer pursuant to Probate Code sections 190-190.10, or at all. Marilyn is the party entitled to take pursuant to the provisions of the will as against Berry essa, *420 who would have been entitled to take only upon the occurrence of the precise condition that Marilyn predecease the testator or not survive the testator for 180 days. As this provision of the will is clear, Probate Code section 190.6 is not applicable, irrespective of any disclaimer.

The court further concluded that by her acts and conduct, including executing the compromise agreement of June 2, 1977, and the inheritance tax declaration of January 24, 1978, Marilyn accepted the interest passing to her by the will of the decedent. The agreement of June 2, 1977, was a voluntary agreement, compromise and assignment of Marilyn’s interest under the will of decedent within the meaning of Probate Code section 190.7.

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Cite This Page — Counsel Stack

Bluebook (online)
92 Cal. App. 3d 413, 154 Cal. Rptr. 859, 1979 Cal. App. LEXIS 1687, Counsel Stack Legal Research, https://law.counselstack.com/opinion/berryessa-v-murphy-calctapp-1979.