Estate of Cantor

39 Cal. App. 3d 544, 114 Cal. Rptr. 160, 1974 Cal. App. LEXIS 990
CourtCalifornia Court of Appeal
DecidedMay 28, 1974
DocketCiv. 43511
StatusPublished
Cited by8 cases

This text of 39 Cal. App. 3d 544 (Estate of Cantor) 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 Cantor, 39 Cal. App. 3d 544, 114 Cal. Rptr. 160, 1974 Cal. App. LEXIS 990 (Cal. Ct. App. 1974).

Opinion

Opinion

FLEMING, Acting P. J.

Edward B. Cantor appeals a judgment of the probate court determining that by reason of an antenuptial agreement he had no interest in the estate of his deceased wife, Betti Moss Cantor.

Betti died testate on 22 January 1972, survived by her spouse, Edward, and by Steffani Turman, her daughter from a previous marriage. Betti’s will and codicil, executed prior to her marriage to Edward, left her entire estate of over $400,000 to Steffani without making provision for Edward.

Edward asserted his right to a share in the estate in spite of Betti’s will and the antenuptial agreement, claiming pursuant to the provisions of section 70 of the Probate Code: “If a person marries after making a will, and the spouse survives the maker, the will is revoked as to the spouse, unless provision has been made for the spouse by marriage contract, or unless the spouse is provided for in the will, or in such -way mentioned therein as to show an intention not to make such provision; and no other evidence to rebut the presumption of revocation can be received.” (Italics ours.) The probate court accepted Edward’s position in part, and, while admitting the will to probate for other purposes (see Estate of Russell, 43 Cal.App.2d 319 [110 P.2d 718]), revoked the will insofar as it interfered with Edward’s statutory right to share in the estate as a surviving spouse. Edward conceded the estate contained no community property in which he might share but claimed a one-half share of Betti’s separate property pursuant to Probate Code, section 220: “The separate property of a person who dies without disposing of it by will is succeeded to and must be distributed as hereinafter provided, subject to the limitation of any marriage or other contract, . . .” (Italics ours.) Section 221: “If the decedent leaves a surviving spouse, and only one child or the lawful issue of a deceased child, the estate goes one-half to the surviving spouse and one-half to the child or issue. ...”

The probate court, however, found that on 3 June 1970, the day of their marriage, Edward and Betti executed a valid antenuptial agreement *547 which qualified as a “marriage or other contract” under section 220. That agreement provided: “4. Each party waives, discharges and releases any and all claims and rights that he or she may acquire by reason of the marriage, to share in any capacity or to any extent in the estate of the other, whether by way of family allowance, probate, homestead or otherwise, except as to such property as may be determined to be their community property under the laws of the State of California.

“8. Notwithstanding the provisions of this agreement, either party may transfer, convey, devise or bequeath any property to the other provided said transfer, conveyance, devise or bequest is in writing. Neither party intends by this agreement to limit or restrict in any way the right to receive any such transfer, conveyance, devise or bequest from the other, provided said transfer is in writing.” By reason of the agreement, the court concluded that Edward had no interest in Betti’s estate. The court also rejected Edward’s claims that he had not waived his rights by entering into the antenuptial agreement and that he rescinded the agreement in January 1973.

Edward’s many contentions on appeal distill into three basic arguments: (1) Section 70 controls over section 220 and entitles him to share in the separate property of Betti’s estate; (2) he did not knowingly waive his right to inherit from Betti’s estate; (3) he effectively rescinded the antenuptial agreement.

1. Application of Statutes. Edward contends his right to share in Betti’s estate as a surviving spouse pursuant to section 70 supersedes any contractual waiver authorized by section 220. He offers various arguments: Section 220 applies only when a person dies without disposing of separate property by will, and here Betti attempted to dispose of property by will; section 70 provides that “no other evidence to rebut the presumption of revocation can be received”; section 70 voices a strong public policy against a testator’s failure to provide for a spouse; as surviving spouse Edward’s rights of inheritance in Betti’s separate property vested automatically on Betti’s death; an antenuptial agreement cannot logically be construed to fail to make provision for a spouse under section 70 and at the same time to waive spousal rights under section 220.

We reject these sophistic arguments. They ignore the fundamental and obvious point that the sections which control disposition of intestate property function independently of the sections which determine what property *548 is intestate. Section 221, which provides for intestate disposition of the estate to a surviving spouse and child and under which Edward claims a share of Betti’s estate, can only be read in conjunction with section 220, which explains that the “estate” referred to in section 221 is the separate property of a decedent not disposed of by will. Section 70 cannot, and does not, provide an alternative disposition to section 220 for intestate property in that it gives no guidance to the meaning of the term “estate” in section 221. Section 70 merely revokes Betti’s will insofar as Edward is concerned for lack of “provision ... for the spouse by marriage contract.” (Italics ours.) To determine the effect of such revocation we then turn to the statutes, e.g., sections 201 (community property) and 220 (separate property), which control the disposition of that part of her estate for which she did not provide by will. By its terms section 220 remains “subject to the limitation of any marriage or other contract,” and under such a contract a spouse may waive his distributional share of decedent’s separate property to which he would otherwise be entitled under section 221.

Public policy discourages a testator’s failure to provide for a surviving spouse (Estate of Paul, 29 Cal.App.3d 690, 695 [105 Cal.Rptr. 742]), but it does not nullify that failure when the testator and spouse have mutually contracted to waive such provision. Thus section 70 decrees revocation “unless provision has been made for the spouse by marriage contract.” We need not decide whether this particular antenuptial agreement amounted to “provision ... for the spouse” within the meaning of section 70, for clearly it was a matrimonial contract within the meaning of section 220, and by its terms Edward and Betti each reserved the right to make such testamentary disposition of his separate estate as he or she might choose. Clearly, under their marriage contract each retained the right to dispose of his separate estate free and clear of the spousal inheritance provisions found in sections 220 and 221. We perceive no legal inconsistency in the probate court’s application of the relevant statutes to the terms of the antenuptial agreement.

2. Waiver. Edward contends he did not knowingly waive his spousal rights when he signed the antenuptial agreement. The probate court found to the contrary, and substantial evidence supports its finding. (See State of California v. Broderson, 247 Cal.App.2d 797, 803 [56 Cal.Rptr.

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Bluebook (online)
39 Cal. App. 3d 544, 114 Cal. Rptr. 160, 1974 Cal. App. LEXIS 990, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-cantor-calctapp-1974.