Estate of Buchman

281 P.2d 608, 132 Cal. App. 2d 81, 53 A.L.R. 2d 451, 1955 Cal. App. LEXIS 2161
CourtCalifornia Court of Appeal
DecidedApril 1, 1955
DocketCiv. 20331
StatusPublished
Cited by27 cases

This text of 281 P.2d 608 (Estate of Buchman) 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 Buchman, 281 P.2d 608, 132 Cal. App. 2d 81, 53 A.L.R. 2d 451, 1955 Cal. App. LEXIS 2161 (Cal. Ct. App. 1955).

Opinion

FOX, J.

Hamlin K. Buchman, executor of the estate of his late brother, Harry G. Buchman, has filed two appeals. One is taken from an order decreeing partial distribution in favor of Claire Morse, decedent’s former wife, hereinafter termed respondent; the other is from an order settling certain accounts filed by appellant. Various assignments of error arising in connection with the disposition of the several proceedings herein are also presented for review and will be adverted to subsequently.

Respondent became the wife of the decedent on November 7, 1949. No children were born of this marriage. By the spring of 1951, marital differences and difficulties had developed between the spouses to a point which impelled decedent *84 to discuss with his then counsel, Isaac Paeht, the matter of negotiating a property settlement agreement with his wife. Thereafter, on about May 28,1951, the decedent discussed with his attorney his desire to make a will, and submitted instructions as to the contents of the proposed document. On June 7, 1951, a form of will embodying these instructions was mailed to decedent in Chicago by his counsel. According to Paeht’s testimony, this proposed will contained the following provision : “I declare that except as otherwise provided in this will I have intentionally and with full knowledge and not by accident or mistake omitted to provide herein for any of my heirs living at the time of my death. This includes specifically, but is not limited to, my wife, Claire Buchman (respondent).” There is no record that the proposed will was ever signed by decedent.

On June 29, 1951, decedent executed the will which was admitted to probate. It was a one-page document naming Hamlin K. Buchman as executor and contained two dispositive clauses, as follows:

“Second: I give, device (sic) and bequeath unto my beloved wife, Claire Buchman, one-fourth (14) of my entire residuary estate.
“Third: I hereby give, devise and bequeath unto my beloved brother, Hamlin K. Buchman, three-fourths (%) of my entire residuary estate, and in the event of the death of my wife Claire before my death, then I devise and bequeath to my said brother, Hamlin K. Buchman, my entire residuary estate. ’ 1

On July 2, 1951, respondent and decedent separated and thereafter maintained separate living arrangements. On August 2,1951, a property settlement agreement was entered into by the spouses. Both parties had the benefit of independent legal assistance; decedent was, during the negotiations, represented by the firm of Paeht, Tannenbaum and Ross, while respondent employed Jerry Giesler as counsel. The agreement arrived at is fairly lengthy. In its preamble appear the following recitals:. “In addition to the other differences which have arisen between the parties, certain differences and disputes exist with reference to the property interests of the parties. The parties are the owners of certain property. Husband contends that all property, title to which is vested in him or for his account, is his separate property, and wife contends that certain of said property is community property of the parties. The parties are mutually desirous of making a *85 full, complete, permanent and final settlement of all of their respective rights in and to said property and any property which may hereafter be acquired by either of them, and, as a part of said settlement, each of the parties desires to relinquish any and all claims, past, present and future, against the property or estate heretofore or hereafter acquired by the other party, his or her executors, administrators, heirs, successors or assigns, and to finally settle, determine and dispose of all rights and matters of maintenance, support, inheritance, homestead, and each and every claim either party had, now has, or may have against the other party. ’ ’

The agreement contains 19 numbered paragraphs and two exhibits. The provisions most pertinent to the question with which we will be here concerned read as follows:

"2. Concurrently with the execution of this agreement Husband shall pay to Wife the sum of Two Thousand Five Hundred Dollars ($2,500.00) in cash, the receipt of which is hereby acknowledged.
‘ ‘ 3. Upon the effective date of this agreement Husband shall pay to Wife the sum of Twenty-Two Thousand Five Hundred Dollars ($22,500.00) in cash.
“4. Husband does hereby transfer, convey, set over, assign and quitclaim to Wife, as her sole and separate property, any and all right, title and interest that Husband has in and to the following: (The items are set out in the margin.) 1
“5. Wife does hereby transfer, convey, set over, assign and quitclaim to Husband, as his sole and separate property, any and all right, title and interest that Wife has in and to ’ ’ certain described property which it is not necessary to set out. Section (e) is pertinent and reads:
“ (e) Any and all insurance policies owned by, payable to, or insuring the life or property of, Husband, a description of said life insurance policies being contained in the list of life insurance policies attached hereto, marked Exhibit B,[ 2 ] and which list is by this reference hereby incorporated herein. In connection with the said life and property insurance policies, Wife agrees to execute and deliver to Husband, at his request, *86 any and all assignments, quitclaims, changes of beneficiary and other instruments and forms which Husband may request to vest in Husband the complete ownership of said insurance policies, both legal and equitable, including the right to change the beneficiaries thereof free and clear of any claim, right, title or interest of Wife.”
“7. Each party hereto waives and relinquishes, except as in this agreement otherwise provided, any and all rights which he or she may now or hereafter have to succeed to the estate of the other; and each hereby expressly waives and relinquishes any and all rights to act as personal representative or to nominate a personal representative of the estate of the other, or to have set aside to him or to her any of the property of the other as community property, or to have set aside to him or to her by any Court having jurisdiction of any portion of the estate of the other any homestead or other property which might be set aside to a surviving husband or widow as exempt property, or to demand any family allowance, or any other right, benefit or emolument from the estate of the other, and both parties hereto agree that each will never exercise any right to select a homestead from the property of the other during his or her lifetime.
“8.

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Bluebook (online)
281 P.2d 608, 132 Cal. App. 2d 81, 53 A.L.R. 2d 451, 1955 Cal. App. LEXIS 2161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-buchman-calctapp-1955.