Diemoz v. Patton

5 Cal. App. 4th 1607, 7 Cal. Rptr. 2d 742, 92 Cal. Daily Op. Serv. 3849, 92 Daily Journal DAR 5941, 1992 Cal. App. LEXIS 681
CourtCalifornia Court of Appeal
DecidedMay 4, 1992
DocketNo. D013290
StatusPublished
Cited by2 cases

This text of 5 Cal. App. 4th 1607 (Diemoz v. Patton) 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
Diemoz v. Patton, 5 Cal. App. 4th 1607, 7 Cal. Rptr. 2d 742, 92 Cal. Daily Op. Serv. 3849, 92 Daily Journal DAR 5941, 1992 Cal. App. LEXIS 681 (Cal. Ct. App. 1992).

Opinion

Opinion

WIENER, Acting P. J.

When Kathryn Marlow Hughes died on February 12, 1975, she and her husband, George Ervin Hughes, had been living in her separate property residence at 3438 Browning Street in San Diego. The house was worth about $45,000. Upon her death George, as a spouse omitted [1610]*1610from Kathryn’s November 15, 1965, will admitted to probate, acquired a one-third interest in the property pursuant to then Probate Code section 70.1 The named beneficiaries under the will, Kathryn’s two children, Victoria Wiseman and Charles Marlow, received the balance in equal shares. George, and later when he remarried, with his wife Sylvia, continued to live in the residence. Although they paid the monthly installments on the note secured on the property, they paid no additional rent. When George died on November 26, 1986, Sylvia remained in the house until July 31, 1988, living there rent-free until July 22, 1987, when the court ordered her to pay a monthly rental of $350.

This appeal by Ben G. Patton as the administrator with the will annexed of Kathryn’s estate, asks us to decide whether the probate court correctly determined that Danice Diemoz, the former special administratrix of that estate, had no liability even though she failed to obtain a reasonable rental for the property during the 10 years she was the estate’s personal representative. The probate court did not surcharge her and her first and final account was approved. The appeal also questions the court’s determination that Sylvia Hughes, both individually and in her fiduciary capacity as executrix of the estate of George E. Hughes, was not liable for the rent. As we shall explain, even though we agree with most of the probate court’s factual findings and legal conclusions we disagree with its ruling that the conduct of George as a cotenant in possession of the residence never constituted an ouster of the remaining cotenants. Because this ruling was the basis for the court’s conclusion that no rent was due from either George, or later from his estate or from Sylvia, we must reverse the order for further proceedings consistent with this opinion.

I

No particular purpose is served by our setting out the lengthy procedural history of this case and the inordinate time it has taken to determine the interest of a surviving spouse in a residence owned by his deceased wife. One can only ponder why it has taken about 15 years to determine that as a pretermitted heir George, and now his estate, is entitled to a one-third interest in Kathryn’s net estate when that conclusion appears to have been self-evident shortly after Kathryn died. Perhaps what occurred here only proves the spirit of Dickens’ Bleak House and its celebrated case of Jarndyce v. Jarndyce is still with us, notwithstanding court delay reduction statutes and revised probate procedures. But rather than ruminating on the delay, and what the parties did or did not do in their attempt to resolve this dispute, we are better served by examining the report filed by David R. Allen, the [1611]*1611court-appointed referee to assist the court with respect to the various issues raised by the pleadings (§ 11002). The court approved Allen’s report, the underpinning for the order challenged in this appeal, following a noticed hearing in which the interested parties participated.

II

Danice Diemoz was appointed the special administratrix of Kathryn’s estate on April 22, 1977. Pursuant to a court order she was replaced by Ben G. Patton on May 14, 1987. The referee and later the probate court recognized that but for the application of former section 5812 she would have been required to charge a reasonable rental for the property and her failure to have done so would have resulted in her liability. The report reflects that had a reasonable rental been charged against George, his one-third interest in Kathryn’s estate would have been reduced by $84,275.87. And even though Kathryn’s modest residence was reappraised in January 1990 at $256,000, about five times its value fifteen years earlier, the court’s decision not to offset the accrued rent from George’s one-third interest materially affected Kathryn’s two children, the other beneficiaries of her estate who have since assigned their interest to James M. Kinder, the aggrieved party for whose benefit Patton appeals.

The report explains, and we believe correctly, that where a devisee of a solvent estate comes into possession of his or her inheritance before distribution, the devisee cannot be ejected by the administrator after the time for filing creditor’s claims has expired. Because an administrator does not have the right to possession, the administrator can collect neither rent nor damages. (Estate of Toler (1959) 174 Cal.App.2d 764, 775 [345 P.2d 152]; Estate of Dow (1947) 82 Cal.App.2d 675, 681-682 [186 P.2d 977].) Thus, had George been the sole heir, the administrator could not have charged him with rent or damages in lieu thereof.

George’s status as a cotenant does not change that result. Absent an ouster a cotenant out of possession has no right to recover the rental value of the property from a cotenant in possession. (Teixeira v. Verissimo (1966) 239 [1612]*1612Cal.App.2d 147, 155 [48 Cal.Rptr. 496] citing Zaslow v. Kroenert (1946) 29 Cal.2d 541, 548 [176 P.2d 1].) “In order for a cotenant who is not in possession to recover the rents and profits, or the value of possession, from the cotenant in possession, he must establish that there has been an ouster . . . .” (5 Miller & Starr, Cal. Real Estate 2d (1989) Holding Title, § 12:7, p. 109; see also 4 Witkin, Summary of Cal. Law (9th ed. 1987) Real Property, § 271, p. 469.) Thus, the crucial issue here is whether the probate court correctly decided George’s conduct, including both his occupancy of the property and the court proceedings he instituted, did not constitute an ouster.

Ill

A.

“An ouster, in the law of tenancy in common, is the wrongful dispossession or exclusion by one tenant of his cotenant or cotenants from the common property of which they are entitled to possession.” (Zaslow v. Kroenert, supra, 29 Cal.2d 541, 548.) Whether there has been an ouster is a legal question. Where the facts are disputed we must defer to the trial court’s factual findings but we must nonetheless decide the legal issue de novo.

Sometimes the facts will make it clear an ouster has occurred. For example, in Zaslow v. Kroenert, supra, the trial court and later the appellate court had no difficulty deciding that changing the locks on the doors, posting “no trespassing” signs on the property and denying the cotenant admittance on demand was an ouster. (29 Cal.2d at p. 548.) The facts, however, are not always so easy, and sometimes it is quite difficult for the cotenant in possession to decide whether there is an obligation to account to a cotenant or cotenants not in possession. “The practical borderline between privileged occupancy of the whole by a single cotenant and unprivileged greedy grabbing which subjects the greedy one to liability to his cotenants is not crystal clear.” (4A Powell, The Law of Real Property (1982) § 603, p. 610.)

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Related

Estate of Hughes
5 Cal. App. 4th 1607 (California Court of Appeal, 1992)

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Bluebook (online)
5 Cal. App. 4th 1607, 7 Cal. Rptr. 2d 742, 92 Cal. Daily Op. Serv. 3849, 92 Daily Journal DAR 5941, 1992 Cal. App. LEXIS 681, Counsel Stack Legal Research, https://law.counselstack.com/opinion/diemoz-v-patton-calctapp-1992.