Estate of Hirschberg

224 Cal. App. 2d 449, 36 Cal. Rptr. 661, 1964 Cal. App. LEXIS 1488
CourtCalifornia Court of Appeal
DecidedJanuary 31, 1964
DocketCiv. 21117
StatusPublished
Cited by12 cases

This text of 224 Cal. App. 2d 449 (Estate of Hirschberg) 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 Hirschberg, 224 Cal. App. 2d 449, 36 Cal. Rptr. 661, 1964 Cal. App. LEXIS 1488 (Cal. Ct. App. 1964).

Opinion

BRAY, P. J.

Appellants Syzfra Pelta, Chana Szames and leek Jurkiewiez appeal from the decree approving decision and report of referee and from order denying petition for removal of the administratrices. Appellant Philip Hirsehherg separately appeals from both of said orders. 1

Questions Presented

1. Was there substantial evidence to support the referee’s finding and conclusion that all of the property of Abraham Hirschberg and his wife Rita was community property?

2. Did the physical separation of the personal property change the character of the property ?

3. Did the court err in refusing to remove the administratrices because of Rita’s interest in the estate ?

4. Were the findings sufficient to support the order denying the petition to remove the administratrices ?

5. Should the substitute order of denial of the petition to remove the administratrices have been granted ?

Record

Abraham Hirschberg, the decedent, and Rita Hirschberg were married December 9, 1933. At that time Abraham had separate assets in an amount of approximately $5,000 and Rita about $30,000. All of the assets of the spouses involved in this litigation were acquired between the marriage date and January 12, 1959. Early in 1958 Abraham became ill with cancer, an illness which subsequently proved terminal. (He had suffered a heart attack in 1952.) About the middle of November 1958, Abraham entered a hospital and remained there about 10 days. During that 10-day period Rita removed from Abraham’s bedroom approximately $20,000, placing it *454 in a commercial bank account in her own name. She rendered no account of this money, either in the guardianship nor the probate proceedings hereinafter mentioned. At the same time she removed from Abraham’s living quarters cashier’s checks in a substantial amount, placing them in a safe deposit box in the names of herself and Betty Schiller, a daughter by a previous marrige. On January 6, 1959, Rita filed a petition for appointment as guardian of the person and estate of Abraham as an incompetent person, and on January 12 was appointed such guardian. The same day she obtained an order in the guardianship matter authorizing her to deposit in the bank Abraham’s half interest in any community property in excess of $25,000, subject to withdrawal only with court approval. Rita then deposited in guardianship accounts approximately $239,752.14 and in her own bank accounts approximately a similar amount. This money she had taken from Abraham’s bedroom while he was in the hospital. Rita did not account for the money deposited in her own account either in the guardianship or probate proceedings. 2

January 13, the day after Rita was appointed guardian, Abraham died. On January 14 Rita was appointed special administratrix of Abraham’s estate. February 16 Rita and Betty Schiller were appointed administratrices of Abraham’s estate. October 15, 1959, an inventory and appraisement was filed showing value of the estate at $968,591.60. (This did not include the above mentioned moneys which Rita had deposited in her own bank account and in joint bank accounts with Betty Schiller.) December 8, 1959, Philip and Bronia Hirsehberg, nephew and niece of Abraham, filed a petition for determining interest in the estate. December 22, Syzfra Pelta, Ghana Szames and leek Jurkiewiez, children of a deceased brother of Abraham, filed petition to determine heirship and to determine status of property. Thereafter the administratrices filed petition for preliminary distribution and later filed final account, report and petition for final distribution. *455 A stipulation of counsel for all parties was entered into authorizing the probate court to submit to the probate commissioner as referee all issues raised by said petitions.

On February 15, 1962, the referee’s report and decision was filed. The referee found that “by virtue of the unrebutted presumption of section 164, Civil Code, and an understanding had between decedent and his spouse Rita Hirsehberg, all the assets of decedent were and are community property of the parties” and “there are no separate property assets belonging to the community”; that Rita was entitled to distribution of the entire estate, and that the heir-ship petitions of the other parties be denied. This finding that all the property was community property expressly included the moneys which Rita had kept separately in her own bank accounts and those in her name and Betty’s, which had not been reported in the estate.

March 20, 1962, the decree approving the decision and report of the referee was entered. The same day, Philip Hirschberg filed a petition for removal of the administratrices. On July 9 Philip Hirschberg moved the court to substitute a proposed order for the court’s order of May 18 denying the petition for removal of administratrices. The motion was denied July 13.

1. Sufficiency of Evidence.

Appellants do not challenge the referee’s findings, confirmed by the trial court, that all of the property of the spouses was community property, on the ground that there was not sufficient evidence to support that finding. Rather, they contend that there was a conflict of interest between Rita and the estate because of her claim that all the property was community property and that therefore she should have produced evidence to show that at least some of the estate property was Abraham’s separate property. Appellants point to no such evidence being in existence but content themselves with claiming that were it not for her interest she might have found such evidence. The administratrices contend that they produced all the evidence they were able to find as to the acquisition and character of the property of the estate.

A protracted trial was held before the referee during which nine witnesses were called, including Rita and Ghana Szames, and 34 documentary exhibits introduced. An accountant, who, from 1947 until Abraham’s death, kept decedent’s books and made out Abraham’s and Rita’s income tax reports, testified that there were so many transactions in *456 which Abraham engaged during the approximately 25 years of the marriage that it was impossible to trace the proceeds of the various sales and transactions. In his report the referee referred to “the great period of time covered by the transactions and the monumental problem of locating, sifting and evaluating the available evidence. ...” The evidence further shows and the referee found that these separate assets were so inextricably commingled with the community property of the parties as to be unidentifiable and untraceable at the time of death; that the total amount of community income or community expense during the marriage cannot be determined either exactly or in reasonable approximation; that although all the property was held in Abraham’s name there does not appear to have been any loans made on the sole basis of his personal credit.

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Bluebook (online)
224 Cal. App. 2d 449, 36 Cal. Rptr. 661, 1964 Cal. App. LEXIS 1488, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-hirschberg-calctapp-1964.