Bonnen v. Ruoff

269 P.2d 612, 42 Cal. 2d 728, 1954 Cal. LEXIS 202
CourtCalifornia Supreme Court
DecidedApril 27, 1954
DocketL. A. No. 22852
StatusPublished
Cited by1 cases

This text of 269 P.2d 612 (Bonnen v. Ruoff) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bonnen v. Ruoff, 269 P.2d 612, 42 Cal. 2d 728, 1954 Cal. LEXIS 202 (Cal. 1954).

Opinion

TRAYNOR, J.

The residuary legatees under the will of Alfred G. Blair, deceased, appeal from an order granting a family allowance out of his estate to the estate of his deceased widow, Susan Ann Blair.

Alfred Blair died testate on July 8, 1950. He left surviving his widow and two adult children by a former marriage, Naomi Blair Ruoff and Alfred Granville Blair. Mrs. Ruoff is executrix of the estate. She is also a residuary legatee under the will. In August,. 1950, the widow was declared an incompetent, and Mrs. Ruoff was appointed guardian of her person and estate. Her estate was sufficient to meet her needs. The court authorized Mrs. Ruoff to expend from Mrs. Blair’s estate the sum of $500 per month for the widow’s maintenance [730]*730and care. No attempt was made before the widow’s death in May, 1951, to secure a family allowance from her husband’s estate, although the estate was adequate. After Mrs. Blair’s death the administratrix of her estate, Phoebe L. Bonnen, filed a petition for a family allowance. She later resigned, and Rebecca Riley, her successor and the present administratrix, adopted her petition. The court ordered Mrs. Ruoff, as executrix, to pay to the administratrix of Mrs. Blair’s estate $5,216.58, i.e., $500 for each month between the death of Alfred Blair and the death of the widow.

It is not disputed that the widow could have qualified for a family allowance during her lifetime. The issue is whether the right exists in favor of her estate.

The right to a family allowance, which is entirely statutory (Estate of King, 19 Cal.2d 354, 362 [121 P.2d 716] ; Hills v. Superior Court, 207 Cal. 666, 667 [279 P. 805, 65 A.L.R. 266] ; Estate of McSwain, 176 Cal. 280, 283 [168 P. 117]), is given by section 680 of the Probate Code: “The widow, widower, minor children, and adult children who have been declared incompetent by order of court are entitled to such reasonable allowance out of the estate as shall be necessary for their maintenance according to their circumstances, during the progress of the settlement of the estate, which, in ease of an insolvent estate, must not continue longer than one year after granting letters. Such allowance must be paid in preference to all other charges, except funeral charges, expenses of the last illness and expenses of administration, and may, in the discretion of the court or judge granting it, take effect from the death of the decedent.”

It is true, as respondent asserts that the family allowance is favored by the law and that section 680 is liberally construed by the courts. The section, however, does not authorize the probate court to make an allowance in this case for the benefit of persons other than the widow. It was enacted out of concern for the needs of the surviving family during the period of readjustment following the death of a spouse. (Estate of McSwain, 176 Cal. 280, 284 [168 P. 117] ; In re Walkerly, 77 Cal. 642, 645 [20 P. 150].) The allowance to meet those needs is preferred to most other claims (Prob. Code, § 750) ; and upon proper application, it must be granted even if the estate is insolvent. This highly preferential position accorded the family allowance is for the benefit only of persons designated in the statute. (Hills v. Superior Court, 207 Cal. 666, 668 [279 P. 805, 65 A.L.R. 266].)

[731]*731Respondent’s claim is based upon the final clause of the section that in the discretion of the court the allowance may be granted retroactively to the date of the decedent’s death. Her contention is that even though the first part of the section can serve only to provide support for an existing person, the last clause is not so restricted. We find no basis in the section for this contention. The final clause, like the preceding ones, describes the scope of the right and serves the same purposes. The section has no application when there is no person to be maintained and thus no person to whom the section could apply.

The statutes relating to the family allowance (Prob. Code, § 680) and the probate homestead (Prob. Code, § 661) are so close in purpose, effect, and wording that cases construing one are cited authoritatively in eases construing the other. (Estate of Brooks, 28 Cal.2d 748, 750 [171 P.2d 724].) Both are based on the policy that places the welfare of the decedent’s surviving family above the interests of his creditors, heirs, legatees, and devisees; but the rights they confer are for the members of the family only, persons outside the family cannot assert them by assignment or succession.

Although the precise question in this case is one of first instance, it has been held that rights similar to the right to a family allowance abate on the death of the widow. In Estate of Bachelder, 123 Cal. 466, 467 [56 P. 97], the widow’s right under former section 1469 of the Code of Civil Procedure, now Probate Code section 645, to have a small estate set apart to her “for the use and support of the family” was held to be a personal right that did not survive her death. In Estate of Moore, 57 Cal. 437, it was held that the widow’s right to have a probate homestead set apart to her was nonassignable and that no one can succeed to the right to have a probate homestead set apart. “If a widow die before applying for a probate homestead, any right to apply which she might have had is gone; no person succeeds to that right....” (57 Cal. 437, 445.) Ordinarily a right that cannot be assigned does not survive the death of the person entitled to it. (California Packing Corp. v. Lopez, 207 Cal. 600 [279 P. 664, 64 A.L.R. 1412]; Wikstrom v. Yolo Fliers Club, 206 Cal. 461 [274 P. 959] ; see 1 Am.Jur., “Abatement and Revival,” §80; 1 C.J.S., “Abatement and Revival,” §132.) In In re Lux, 114 Cal. 73 [45 P. 1023], on which respondent relies, the widow died pending an appeal from an order grant[732]*732ing her an allowance. The court held that since the order was properly granted before the widow’s death, her estate could recover sums that had accrued under it during her lifetime. In the present case there was no order granting a family allowance, and thus no money due or accrued under a valid order during the lifetime of the widow.

Respondent invokes Estate of Brooks, 28 Cal.2d 748 [171 P.2d 724], and Estate of Moore, 170 Cal. 60 [148 P. 205], for the proposition that conditions that exist at the time of the decedent’s death and not those existing later determine whether or not a family allowance can be granted. The Brooks case held that to qualify for either a family allowance or a probate homestead, the widow must be entitled to support from her husband at the time of his death. The case did not hold that the right to an allowance may not be lost by events occurring thereafter. The Moore case involved the right to a family allowance of a widow who remarried after her husband’s death. An order was entered after the widow’s remarriage granting an allowance for the period between the husband’s death and the widow’s remarriage. Subsequently the court entered an order settling the administrator’s account in which he claimed credit for amounts paid pursuant to the order for family allowance. The Moore ease is not directly in point.

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Related

Estate of Blair
269 P.2d 612 (California Supreme Court, 1954)

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Bluebook (online)
269 P.2d 612, 42 Cal. 2d 728, 1954 Cal. LEXIS 202, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bonnen-v-ruoff-cal-1954.