Estate of Carlson

9 Cal. App. 3d 479, 88 Cal. Rptr. 229
CourtCalifornia Court of Appeal
DecidedJuly 8, 1970
Docket12225
StatusPublished
Cited by8 cases

This text of 9 Cal. App. 3d 479 (Estate of Carlson) 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 Carlson, 9 Cal. App. 3d 479, 88 Cal. Rptr. 229 (Cal. Ct. App. 1970).

Opinion

9 Cal.App.3d 479 (1970)
88 Cal. Rptr. 229

Estate of CARL ALFRED CARLSON, Deceased.
LOUIS BATTAGLIA, as Executor, etc., Petitioner and Respondent,
v.
SOCIALIST LABOR PARTY OF CALIFORNIA, Claimant and Appellant,
STATE OF CALIFORNIA, Claimant and Respondent.

Docket No. 12225.

Court of Appeals of California, Third District.

July 8, 1970.

*480 COUNSEL

Arthur Brunwasser for Claimant and Appellant.

Panattoni, Corsiglia & Bertolani for Petitioner and Respondent.

Thomas C. Lynch, Attorney General, and William J. Power, Deputy Attorney General, for Claimant and Respondent.

OPINION

PIERCE, P.J.

In proceedings instituted by petition of the executor of the above captioned estate advice of the probate court was sought to determine heirship as between the Socialist Labor Party of California, an unincorporated association, and the state itself. The former, under decedent's will in probate, is the sole primary legatee, but the State of California becomes the sole beneficiary if the Socialist Labor Party is unable to take the estate "for any reason, legal or otherwise." The probate court, by its findings and judgment, held in favor of the state; the Socialist Labor Party appeals.

THE FACTS

Mrs. Jean Steiner was the only witness. She was called by the Socialist Labor Party (which we will call "the party.") She is its state secretary. She testified its primary purpose was to advance the cause of socialism. The party had nominated (unsuccessful) candidates for public office. The party reconciled to failure deemed education of the people and stimulation *481 of public discussion of various social problems to be adequate reward for its activities. These activities included the publication of "The Weekly People" and distribution of pamphlets — all carried on at a loss. We judicially notice that the party[1] was organized in 1877, the result of a merger of the National Labor Union, the North American Federation of the International Workingmen's Association and the Social Democratic Workmen's Party and was first known as the Workmen's Party of the United States.[2] No claim of present status as a labor organization is made by the party.

THE POWER TO MAKE A WILL

(1) "The right to make a will is not a natural right, not a right of property. Originating in the Statute of Wills (32 Hen. VIII, ch. 1, July 20, 1540), it is an ancient right but not inalienable.... [i]t is purely statutory; subject to complete control by the Legislature. [Citations.]" (Estate of Nicely (1965) 235 Cal. App.2d 174, 184 [44 Cal. Rptr. 804] (hg. den.).) The case cited — an opinion of this court authored by the writer — errs in one respect. We said: "The testamentary act is not protected by any constitutional provisions...." (P. 184).) That is incorrect. Testamentary gifts are expressly authorized to specific education institutions, e.g., California and Stanford (Cal. Const., art. IX, §§ 9 and 10).

CORPORATIONS DISTINGUISHED FROM UNINCORPORATED ASSOCIATIONS AS REGARDS THE RIGHT TO INHERIT

The party is an unincorporated association. From the very early history of the state the Legislature has classified corporations separately from unincorporated associations with respect to the right of inheritance. In the early law of California an unincorporated association was not recognized as a separate legal entity and could not acquire or hold property at all. (Grand Grove etc. of Cal. v. Garibaldi Grove etc. of Cal. (1900) 130 Cal. 116, 119 [62 P. 486].) A corporation, however, was and is, in legal contemplation, a "person" separate from its shareholders or members. Perhaps that explains why we find consistent separation of the two in the statutes relating to the right of inheritance.

(See statutes and cases collected in California Nonprofit Corporations *482 (Cont. Ed. Bar) § 1.4, pp. 4-7; 3 Witkin, Summary Cal. Law (1960) Unincorporated Associations, § 16, p. 2315.)

California's Probate Code section 27, "Who May Take by Will," was enacted in 1931 and has been amended in 1951, 1957 and 1961. As originally enacted it was based upon Civil Code section 1275 enacted in 1872. (Code Amend. 1873-1874, ch. 43, p. 275.) As originally enacted testamentary disposition was limited to natural persons and corporations "formed for scientific, literary, or solely educational purposes." The 1901 amendment (Stats. 1901, ch. 157, p. 402) enlarged the scope of legatees and devisees to counties, municipal corporations and to corporations for religious purposes. Probate Code section 27, enacted in 1931, and as amended in 1951 (Stats. 1951, ch. 223, p. 474) broadened such scope further by including the United States and any state and also added: "unincorporated religious, benevolent or fraternal societies or associations or lodges ... and to corporations formed for religious, scientific, literary, or solely educational or hospital or sanitarium purposes, or primarily for the public preservation of forests and natural scenery, or to maintain public libraries, museums or art galleries, or for similar public purposes." Thus, as of 1931 there was a very conscious recognition of differences by the Legislature regarding the respective powers of corporations and unincorporated associations to inherit. A 1961 amendment threw the doors wide open to corporations as legatees. Former limitations as to the types of corporations who might inherit were deleted. Limitations relating to unincorporated associations remained unaffected. (Stats. 1961, ch. 2027, p. 4238.) The language of the statute is (again) so explicit we must recognize legislative design rather than inadvertence.

Duplicative provisions granting the right of religious, benevolent and fraternal unincorporated associations (also extending the right to labor organizations) to inherit are now set forth in Corporations Code section 21200.

THE PARTY AS A "CHARITABLE" ASSOCIATION

(2) Neither of the statutes affecting unincorporated associations to which we have referred (or to which we have been referred) specifically mentions testamentary gifts for "charitable" purposes. Both Probate Code section 27 and Corporations Code section 21200 do allow such gifts to unincorporated "benevolent" associations. By definition, "charitable" and "benevolent" are synonymous. (Webster's Third New Internat. Dict. (Unabr).) The party argues it is a charitable organization. It likens itself to the League of Women Voters which in Estate of Anderson (1960) 179 Cal. App.2d 535 [3 Cal. Rptr. 697] (hg. den.), it was held, could take by will. The case is (and the organizations are) distinguishable. The *483 League is a nonprofit corporation. Every nonprofit corporation can (and could in 1960) take property by will. (Corp. Code, 9501, subd. (c); Estate of Mealy (1949) 91 Cal. App.2d 371 [204 P.2d 971]; (N.B., the "Peoples Daily World," the newspaper there involved — a nonprofit corporation — is not to be confused with "The Weekly People" here involved which is unincorporated and published by an unincorporated association).) Moreover, in Anderson the League was held solely educational in origin and purpose. That the party may properly claim to have some purposes which are educational we do not doubt. Its purposes are not "solely educational."

Estate of Holtermann (1962) 206 Cal. App.2d 460 [23 Cal. Rptr. 685], relied upon by the party, is inapplicable.

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Bluebook (online)
9 Cal. App. 3d 479, 88 Cal. Rptr. 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-carlson-calctapp-1970.