Estate of Cleveland

17 Cal. App. 4th 1700, 22 Cal. Rptr. 2d 590, 93 Daily Journal DAR 10818, 93 Cal. Daily Op. Serv. 6302, 1993 Cal. App. LEXIS 863
CourtCalifornia Court of Appeal
DecidedAugust 23, 1993
DocketB072638
StatusPublished
Cited by22 cases

This text of 17 Cal. App. 4th 1700 (Estate of Cleveland) 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 Cleveland, 17 Cal. App. 4th 1700, 22 Cal. Rptr. 2d 590, 93 Daily Journal DAR 10818, 93 Cal. Daily Op. Serv. 6302, 1993 Cal. App. LEXIS 863 (Cal. Ct. App. 1993).

Opinion

Opinion

GRIGNON, J.

On February 9, 1991, James Cleveland (decedent) died intestate. This appeal concerns whether appellant Andre Cleveland is entitled to a share of decedent’s estate. Appellant filed two petitions in probate court which sought to order respondent Annette May Thomas, trustee of the James Cleveland Trust, to convey certain real and personal property to the personal representative of decedent’s estate. Respondent brought a successful motion for summary judgment on the ground that appellant was not an “interested person” and therefore lacked standing to file the petitions. Appellant contends that he is an interested person pursuant to Probate Code section 6408, subdivision (e). 1 Section 6408, subdivision (e) provides that a foster child or stepchild in a continuous parent-child relationship with a decedent may share in the decedent’s estate where clear and convincing evidence establishes that the decedent would have adopted the foster child or stepchild but for a legal impediment to the adoption. We conclude that no legal impediment to *1703 appellant’s adoption by decedent existed as a matter of law and affirm the judgment of the probate court.

Facts and Procedural Background

On November 6, 1991, appellant filed an amended petition for an order authorizing and directing the conveyance and transfer of trust real property to decedent’s estate. On that same day, appellant filed an identical petition for an order authorizing and directing the conveyance and transfer of trust personal property to decedent’s estate. Appellant alleged in both petitions that he was entitled to share in decedent’s estate pursuant to the authority of section 6408, subdivision (e).

The petitions alleged that decedent had been in a coma for 24 hours prior to his death. During the period in which decedent had been in a coma, respondent had signed two documents pursuant to a 1986 durable power of attorney: “The James Cleveland Trust,” and the “Declaration of Trust and Agreement for the Reverend James Cleveland Charitable Foundation” (collectively, the Trust). 2 At the time of the petitions, respondent, as trustee of the Trust, claimed title and possession to the property described in the Trust. The Trust provides for the creation of a charitable foundation, and also instructs the trustee to make specific testamentary bequests to a variety of individuals, including decedent’s daughter, 3 sisters and their children, godson, various friends, and respondent. The Trust documents also make a specific gift of $10,000 to appellant 4 who is described as decedent’s “friend and godson.”

Respondent answered the petitions on February 27, 1992. Respondent alleged that appellant’s true name is Andre Mclsaac, not Andre Cleveland. She contended that appellant lacked standing to bring the petitions since he had no beneficial interest in decedent’s estate.

On March 27, 1992, respondent filed a motion for summary judgment contending that appellant did not meet the requirements of section 6408, subdivision (e). 5 Respondent maintained that appellant, 35 years old as of the date of the motion for summary judgment, had reached the age of majority 16 years prior to decedent’s death. Appellant is the son of Esther Mclsaac, who moved to Los Angeles in 1968, where she met decedent. Appellant and his mother resided in decedent’s home for 12 years, when appellant was between 12 and 24 years of age. Appellant received some *1704 support from decedent and was claimed by decedent as a dependent on his income tax returns. The record does not demonstrate that decedent and Esther Mclsaac were ever married, and appellant conceded at oral argument that no marriage took place. According to a declaration filed by Esther Mclsaac earlier in the probate proceeding, decedent had asked her if he could adopt appellant, but she had refused. She feared it would damage her relationship with appellant, wanted appellant to retain her name, and felt she could financially support him.

The material facts are not in dispute. Respondent contended that the legal barrier to appellant’s adoption was removed when appellant reached the age of legal majority on November 12, 1974, since his mother’s consent was no longer required to effectuate the adoption. However, 16 years elapsed in which decedent took no steps to adopt appellant.

A hearing on the motion was held on June 17, 1992, and the probate court granted the motion in a written statement of decision on September 21,1992. The probate court found that no triable issue of fact existed as to whether decedent would have adopted appellant “but for” a legal barrier, since that legal barrier had been removed when appellant reached the age of majority. Appellant was found to lack standing to prosecute claims under the Probate Code, since he had no rights of inheritance. On September 21, 1992, appellant’s petitions were denied and judgment was entered on September 28, 1992. This timely appeal followed.

Discussion

Prior to 1985, a stepchild or foster child had no right to inherit by intestate succession. (Estate of Claffey (1989) 209 Cal.App.3d 254, 256 [257 Cal.Rptr. 197]; see former § 26, which excluded from the definition of “child” any person who “is only a stepchild, a foster child, a grandchild, or any more remote descendant.”) On January 1, 1985, a general revision of much of the Probate Code took effect. (Estate of Clajfey, supra.) One of the provisions added to the Probate Code was section 6408, subdivision (e). 6

Section 6408, subdivision (e) permits a stepchild or foster child to inherit by intestate succession if certain conditions are met. Section 6408, *1705 subdivision (e) provides, “For the purpose of determining intestate succession by a person or his or her descendants from or through a foster parent or stepparent, the relationship of parent and child exists between that person and his or her foster parent or stepparent if (1) the relationship began during the person’s minority and continued through the parties’ joint lifetimes and (2) it is established by clear and convincing evidence that the foster parent or stepparent would have adopted the person but for a legal barrier.”

The legislative history of section 6408, subdivision (e) was described in Estate of Claffey, supra, 209 Cal.App.3d at page 258: “Section 6408, a part of the revision of the statutes relating to wills and intestate succession, was drafted by and proposed to the Legislature by the California Law Revision Commission. The initial presentation contained no reference to stepchildren except as they were officially adopted by the stepparent. Comment to the section stated, ‘A person who is only a stepchild . . . is not a child.’ A later recommendation by the commission’s probate consultant suggested the addition of what would become subdivision (a)(3)[, later section 6408, subdivision (e) 7 ].

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Bluebook (online)
17 Cal. App. 4th 1700, 22 Cal. Rptr. 2d 590, 93 Daily Journal DAR 10818, 93 Cal. Daily Op. Serv. 6302, 1993 Cal. App. LEXIS 863, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-cleveland-calctapp-1993.