Estate of Davidson

131 P. 67, 21 Cal. App. 118, 1913 Cal. App. LEXIS 204
CourtCalifornia Court of Appeal
DecidedFebruary 7, 1913
DocketCiv. No. 1286.
StatusPublished
Cited by8 cases

This text of 131 P. 67 (Estate of Davidson) 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 Davidson, 131 P. 67, 21 Cal. App. 118, 1913 Cal. App. LEXIS 204 (Cal. Ct. App. 1913).

Opinion

HALL, J.

This is an appeal from a final decree of distribution made and entered in the matter of the estate of Eliza Ann Davidson, deceased, whereby the court distributed the entire estate of said deceased, who died intestate, to respondent, who is the surviving brother of said deceased, to the exclusion of the appellants, who are the surviving sister and the children of a deceased brother and of two deceased sisters of Walter Park Davidson, the predeceased husband of Eliza Ann Davidson, deceased.

The appeal comes to this court upon a settled bill of exceptions, from which it appears, among other things, that respondent, in the capacity of administrator of the estate of Eliza Ann Davidson, filed a petition for final distribution of said estate, in which he recognized the claim of appellants, as the sister and nieces and nephews of the predeceased husband of the deceased, to take one-half of such portion of the estate of decedent as had been the community property of decedent and her predeceased husband at the time of his death, or was the proceeds thereof.

Subsequently, after a change of attorneys, respondent filed an amended supplemental petition, in which he asked distribution of the entire estate to himself as the surviving brother of deceased.

Appellants filed no written objections to this amended and supplemental petition, but appeared at the hearing thereon, and as appears from the bill of exceptions, “All of the parties interested in the distribution of said estate then and there stipulated that the matter of the distribution of said estate be submitted” upon an agreed statement of facts, which is set forth in the bill of exceptions.

No other evidence was introduced, and after the presentation of the agreed statement of facts, as appears from the bill of exceptions, “Said petition and amended and supplemental petition for distribution of said estate was submitted to the court for decision.”

*120 Respondent insists, that the appellants have no right to appeal nor to be heard upon the record before this court, because they made no written objections to the amended petition and the bill of exceptions contains no specifications of errors relied upon.

Respondent is in no position to object that no written objections were filed to his amended and supplemental petition. Appellants appeared and respondent stipulated with them in open court “that the matter of the distribution of the estate be submitted upon the following agreed statement of facts,” which statement of facts set out the claim of appellants to a distributive share of the estate of decedent. This was a waiver of the necessity, if any existed, for appellants filing any formal written objections to the amended petition for distribution.

Neither is any assignment of errors necessary to the consideration of this appeal. The agreed statement of facts set forth in the bill of exceptions covers all jurisdictional matters necessary to support a decree of distribution, as well as all the facts upon which the respective rights of appellants and respondent to any portion of the estate of decedent depend.

Such an agreed statement of facts takes the place of and has the force and effect of an unattacked finding of facts made by the court. (Burnett v. Pacheco, 27 Cal. 408; Muller v. Rowell, 110 Cal. 318, [42 Pac. 804]; McMenomy v. White, 115 Cal. 339, [47 Pac. 109]; Conway v. Supreme Council Catholic Knights of America, 137 Cal. 384, [70 Pac. 223].)

The question is thus properly before this court as to whether or not the facts set forth in the agreed statement of facts support the judgment and decree of the court. .

It appears from the agreed statement of facts that decedent died intestate January 16, 1911, leaving surviving as her only next of kin a brother, William A. Frey, the respondent herein. All of the property of which she died possessed or seized, save some enumerated personal effects, had been the community property of decedent and her predeceased husband, Walter Park Davidson, at the time of his death, or was the proceeds thereof.

Walter Park Davidson left surviving him at his death as his only heirs at law said Eliza Ann Davidson, his widow, and the appellants herein, who were his sister and the chil *121 dren of a deceased brother and sisters. He left a will which was duly admitted to probate, in which he devised all of his estate to his wife Eliza Ann Davidson, and all the residue of his estate was distributed to her' by the decree of distribution made in the matter of his estate, in which decree the whole of the residue of the estate of said Walter Park Davidson was adjudged to be community property of him and his said wife.

Under the facts above stated it is clear that the distribution of the property left by the intestate decedent, Eliza Ann Davidson, which had been and was the community property of said decedent and her husband at the time of his death, or was the proceeds thereof, should have been distributed in accordance, with the provisions of subdivision 8 of section 1386 of the Civil Code, which provides that:

“If the deceased is a widow, or widower, and leaves no issue, and the estate, or any portion thereof, was the common property of such decedent and his or her deceased spouse, while such spouse was living,” such property shall go one-half to certain designated kin of the deceased spouse, and the other half to certain designated kin of deceased. This section of the law determines the succession to all property left by the surviving spouse, who dies a widow or widower, without leaving descendants, which was community property of the spouses at the time of the death of the spouse who first dies. The fact that the husband, dying first, devised any or all of the community property to his wife does not divest such property of its character of community property up to the time of his death. It was community property of the two spouses at the death of the husband, and is squarely within the language of subdivision 8 of section 1386 of the Civil Code.

The ease of Estate of McCauley, 138 Cal. 546, [71 Pac. 458], gives no support to the decree appealed from nor to the contention of respondent. In that case it was decided that property deeded by the husband to the wife became her separate property and was not a part of the community property at the time of his death, and therefore its disposition upon the death of the wife was not controlled by subdivision 9 (now subdivision 8) of section 1386 of the Civil Code. The contention in the McCauley case was that property that had at any time been community property was controlled upon the *122 death of the last surviving spouse, dying without issue, by subdivision 9 (now 8) of section 1386 of the Civil Code.

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Bluebook (online)
131 P. 67, 21 Cal. App. 118, 1913 Cal. App. LEXIS 204, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-davidson-calctapp-1913.