Estate of Basore

19 Cal. App. 3d 623, 96 Cal. Rptr. 874
CourtCalifornia Court of Appeal
DecidedAugust 25, 1971
Docket37602
StatusPublished
Cited by23 cases

This text of 19 Cal. App. 3d 623 (Estate of Basore) 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
Estate of Basore, 19 Cal. App. 3d 623, 96 Cal. Rptr. 874 (Cal. Ct. App. 1971).

Opinion

19 Cal.App.3d 623 (1971)
96 Cal. Rptr. 874

Estate of HELEN L. BASORE, Deceased.
HOWARD E. BASORE, Petitioner and Respondent,
v.
PASADENA HOME FOR THE AGED, Claimant and Appellant.
JAMES O. ROSS, as Special Administrator, etc., et al., Claimants and Respondents.

Docket No. 37602.

Court of Appeals of California, Second District, Division Four.

August 25, 1971.

*625 COUNSEL

Hahn & Hahn and William G. Hahn for Claimant and Appellant.

Willard J. Stone for Petitioner and Respondent.

Herschel B. Green and Jon Terence Green for Claimants and Respondents.

OPINION

DUNN, J.

This is an appeal from a decree determining heirship in, and distribution of, the estate of Helen L. Basore, deceased.

On February 14, 1950, Helen Basore, then unmarried, executed a will. After making two $500 bequests to her cousins, testatrix directed that the residue of the estate was to be impressed with a spendthrift trust for the maintenance of her brother, Howard E. Basore. Upon Howard's death the trust was to terminate and the residue was to be distributed in equal shares to the Casa Colina Hospital for Rehabilitative Medicine and the Pasadena Home for the Aged.[1] The will further provided that any person *626 who opposed or contested the whole or any portion thereof should receive nothing from the estate. In a codicil executed March 5, 1959, the testatrix revoked the two $500 bequests, but confirmed the will in all other respects.

On June 1, 1966, the testatrix married Matthew Stanley Preston. She died August 27, 1968, leaving an estate consisting of both separate property and community property. Testatrix's husband died September 24, 1968, thus surviving her by less than a month. Her will was admitted to probate October 1, 1968.

On May 29, 1969, Howard Basore, the brother, filed a "petition for determination of heirship." (Prob. Code, § 1080.) Petitioner alleged that he was entitled not only to a life income from the trust in the residue, as provided in the will, but also to distribution of "that portion of the residue ... which exceeds the amount [one-third] distributable to charity" (Prob. Code, §§ 41, 43). The petition concluded with a prayer that the court determine to whom and in what proportions the estate should be distributed.

On June 17, 1969, a statement of interest in the estate (Prob. Code, § 1080) was filed by claimant James O. Ross as special administrator with general powers of the estate of decedent Matthew Preston. Ross claimed one-half the community property in testatrix's estate. In addition, on the ground that the will was executed before her marriage to Preston, and was not thereafter modified to provide for him, Ross also claimed that portion of her estate to which Preston was entitled under Probate Code section 70.[2]

Statements of interest were filed also by Pasadena Home for the Aged and Casa Colina Hospital, the residuary beneficiaries of the remainder. These claimants alleged that petitioner Basore was not entitled to any portion of the residue because the charitable bequests were made by will executed more than six months before testatrix's death, and petitioner was not among the class of heirs entitled to have such bequests limited to one-third of the estate. Claimants further asserted that the allegations of the petition constituted opposition to or contest of a portion of the will within the meaning of the in terrorem clause.

A hearing was had on the petition and the statements of interest. Findings of fact and conclusions of law were signed and filed. The court *627 found the following facts: testatrix's sole surviving heirs were her husband, Matthew Preston, and her brother, Howard Basore; the will and codicil were executed more than six months prior to her death, and before her marriage; they did not provide for her husband, nor did they mention him in such a way as to show an intention not to make such provision; by filing the petition to determine heirship, Howard Basore did not oppose or contest the whole or any part of the will within the meaning of the in terrorem clause; the estate consisted of separate property of the testatrix and community property of her and her husband.[3] From these findings, the court concluded: Howard Basore did not forfeit his right to take under the will, but he was not entitled to any portion of the charitable bequests; under Probate Code section 70, the will and codicil were revoked as to testatrix's surviving husband.

A decree was entered revoking the will and codicil as to Preston, and declaring that his right to succeed to testatrix's property (Prob. Code, § 70) passed to claimant Ross as special administrator of Preston's estate. The decree further ordered that all the community property and half the separate property be distributed to Ross, and that the remainder of the separate property be distributed as provided in the will and codicil.

Pasadena Home for the Aged appeals from the decree.[4] (Code Civ. Proc., § 904.1, subd. (k); Prob. Code, § 1240.) Appellant contends: (1) Ross was not entitled to any portion of the estate because Probate Code section 70 creates a right of revocation which is personal to the surviving spouse, and as Preston died without exercising such right it could not thereafter be asserted by the representative of his estate; and (2) in filing his petition for determination of heirship, Howard Basore violated the in terrorem clause of the will, thereby forfeiting his interest in the estate.

1. Probate Code Section 70

(1) It is undisputed that the testatrix married Preston after executing her will and codicil, and that she did not provide for or mention him in these testamentary documents, or in a marriage contract.[5] Therefore, when he survived her, section 70 operated to revoke the will as to him, regardless *628 of what may have been the wishes of the testatrix. (Estate of Duke (1953) 41 Cal.2d 509, 512 [261 P.2d 235].) He thereby succeeded to that share of her estate which he would have taken had she died intestate. (Estate of Stewart (1968) 69 Cal.2d 296, 298 [70 Cal. Rptr. 545, 444 P.2d 337]; Estate of Tassi (1961) 196 Cal. App.2d 494, 502 [16 Cal. Rptr. 616]; Estate of Piatt (1947) 81 Cal. App.2d 348, 349-350 [183 P.2d 919]; 4 Witkin, Summary of Cal. Law (7th ed. 1960) Wills and Probate, § 41, p. 3030.)

As testatrix's surviving spouse, Preston succeeded to half the separate property (Prob. Code, § 223) and all the community property in her estate (Prob. Code, §§ 70, 201; Estate of Piatt, supra, 81 Cal. App.2d at p. 350). Upon her death, title to such property automatically vested in him, and was perfected without the necessity of any act on his part. (Prob. Code, § 300; Estate of Berk (1961) 196 Cal. App.2d 278, 282 [16 Cal. Rptr. 492]; Estate of Meyer (1951) 107 Cal. App.2d 799, 810 [238 P.2d 587].) Hence, before Preston's death he held title to the property to which he had succeeded under section 70. After his death the representative of his estate was entitled to the possession of such property. (Prob. Code, §§ 571, 581.)

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19 Cal. App. 3d 623, 96 Cal. Rptr. 874, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-basore-calctapp-1971.