Chesnin v. Fischler

717 P.2d 298, 43 Wash. App. 360
CourtCourt of Appeals of Washington
DecidedApril 7, 1986
Docket13307-1-I
StatusPublished
Cited by2 cases

This text of 717 P.2d 298 (Chesnin v. Fischler) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chesnin v. Fischler, 717 P.2d 298, 43 Wash. App. 360 (Wash. Ct. App. 1986).

Opinion

*362 Scholfield, C.J.

Martin Fischler and Zeni Fischler, his wife, appeal a superior court judgment entered after a bench trial resolving a number of issues arising out of the probate of the estate of Bertha Siegel. We affirm.

Facts

Bertha Siegel died February 15, 1981. She was survived by her husband, Nathan Siegel. All of their property was community property. In her will, Bertha bequeathed her one-half of the community property to her sister, Zeni Fischler. Nathan was appointed executor of Bertha's estate, and on July 21, 1981, he filed a petition for an award in lieu of homestead.

During the marriage, Bertha had set up joint bank accounts with her sister, Zeni, using community funds without the knowledge or consent of Nathan. On July 23, 1981, Nathan filed suit against the Fischlers on behalf of Bertha's estate to recover all funds from the joint bank accounts. The suit also sought recovery of a small death benefit received by Zeni, which allegedly belonged to Bertha's estate.

Bertha Siegel was buried in Israel, in accordance with a desire expressed in her will. Martin and Zeni paid the funeral expenses and accompanied the body to Israel. The funeral, burial, and transportation costs totaled $9,856.77, including round-trip plane fares for Martin and Zeni.

On August 12, 1981, a hearing was held concerning the award in lieu of homestead. The Fischlers appeared and resisted the award on the ground that the funeral, burial, and transportation expenses incurred by the Fischlers had not been paid. The estate responded that part of the Fischler claim was being contested and that sufficient funds would be escrowed to pay all allowable funeral and burial expenses. The court commissioner hearing the matter declined to grant the award.

Nathan Siegel died August 22, 1981, before a trial could be held on the award in lieu of homestead. In January 1983, the probate case and the civil case against the Fischlers *363 were consolidated for trial, which was held in January 1983. The trial court's findings, conclusions, and judgment can be summarized as follows:

1. Bank accounts in the names of Bertha and Nathan were joint accounts with a right of survivorship and passed directly to Nathan by operation of law.

2. The bank accounts in the names of Bertha and Zeni were funded by unauthorized gifts of community funds. Even though the accounts were joint accounts with a right of survivorship, the funds in the account did not pass to Zeni and should be returned to the estate.

3. The union death benefit was part of Bertha's estate and must be returned by Zeni to the estate.

4. Except for the round-trip plane ticket for Martin Fischler, the funeral, burial, and transportation expenses to Israel were reasonable and necessary and should be reimbursed to the Fischlers by the estate.

5. The award in lieu of homestead was approved and awarded to Nathan's estate.

6. Attorney's fees were awarded to the estate, and the claim of attorney's fees made by the Fischlers was denied.

Joint Bank Accounts of Nathan and Bertha

The Fischlers contend that Nathan's estate should be required to return to Bertha's estate all joint bank accounts and bonds held in the names of Bertha and Nathan. This argument is based on the desire expressed in Bertha's will that as much of her estate as possible go to her sister, Zeni.

This argument has no support in the law of this State. RCW 64.28.010 authorizes joint tenancies with right of sur-vivorship and provides in part:

Whereas joint tenancy with right of survivorship permits property to pass to the survivor without the cost or delay of probate proceedings, there shall be a form of co-ownership of property, real and personal, known as joint tenancy. A joint tenancy shall have the incidents of sur-vivorship and severability as at common law. Joint tenancy shall be created only by written instrument, which *364 instrument shall expressly declare the interest created to be a joint tenancy.

Anderson v. Anderson, 80 Wn.2d 496, 495 P.2d 1037 (1972) holds that property held in a joint bank account with right of survivorship upon the death of the joint tenant becomes the separate property of the surviving joint tenant and passes directly to the surviving joint tenant by operation of law without going through the estate of the deceased.

In support of their argument, the Fischlers cite In re Estate of Hickman, 41 Wn.2d 519, 250 P.2d 524 (1952). Hickman does not address the status of community property funds in a joint bank account after the death of a joint tenant. We find nothing in Hickman applicable to the issues in this case. The trial court correctly ruled that funds in Nathan/Bertha's joint accounts belonged to Nathan's estate.

Joint Bank Accounts of Bertha and Zeni

The Fischlers' contention that Zeni should be allowed to retain the proceeds of the joint bank accounts set up by Bertha with Zeni, using community funds, is nonmeritorious. It is undisputed that the money that went into the joint bank accounts was community property and that the bank accounts were set up without the knowledge or consent of Nathan.

RCW 26.16.030(2) provides:

Neither spouse shall give community property without the express or implied consent of the other.

Munson v. Haye, 29 Wn.2d 733, 189 P.2d 464 (1948) holds that a wife may not, without the consent of her husband, give away community funds by establishing a joint bank account with right of survivorship with a third party.

All proceeds from the joint bank accounts in the names of Bertha and Zeni are community property belonging to Bertha's estate and subject to disposition under the terms of her will.

*365 Necessary and Reasonable Funeral Expenses

The trial court ordered reimbursement to the Fischlers for all expenses advanced by them for transportation of Bertha's body to Israel and the funeral and burial there, including the transportation costs for Zeni. Only the transportation costs for Martin were disallowed, and the Fisch-lers assigned this disallowance as error, relying upon the contention that Zeni was emotionally distraught and could not travel alone.

Allowance of funeral expenses is a discretionary decision. RCW 11.76.110(1) states:

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Cite This Page — Counsel Stack

Bluebook (online)
717 P.2d 298, 43 Wash. App. 360, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chesnin-v-fischler-washctapp-1986.