Estate of Hoegler

82 Cal. App. 3d 483, 147 Cal. Rptr. 289
CourtCalifornia Court of Appeal
DecidedJuly 6, 1978
Docket41347
StatusPublished
Cited by10 cases

This text of 82 Cal. App. 3d 483 (Estate of Hoegler) 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 Hoegler, 82 Cal. App. 3d 483, 147 Cal. Rptr. 289 (Cal. Ct. App. 1978).

Opinion

82 Cal.App.3d 483 (1978)
147 Cal. Rptr. 289

Estate of THEA RUTH HOEGLER, Deceased.
HERBERT FINK, Petitioner and Appellant,
v.
ALICE GRAHAM et al., Objectors and Respondents.

Docket No. 41347.

Court of Appeals of California, First District, Division Three.

July 6, 1978.

*485 COUNSEL

Caldecott, Peck, Phillips & Stewart and Thomas N. Stewart for Petitioner and Appellant.

Boornazian, King & Schulze, James T. Kennedy, Ropers, Majeski, Kohn, Bentley & Wagner and John M. Rubens for Objectors and Respondents.

OPINION

GOOD, J.[*]

Thea Ruth Hoegler (Ruth post) died intestate and childless in 1975. She was the only child of Joseph and Frances Hoegler, who were wed in 1913. Neither Joseph nor Frances had property or money at the time and did not thereafter acquire anything by gift, devise or descent. Joseph had two children by a prior marriage, Richard Hoegler and Alice Graham, respondents herein. Joseph died intestate in 1959. By that time substantial assets had been accumulated but with the exception of a residential property in joint tenancy, all assets were held in the individual name of one or the other spouse. Frances was appointed administratrix of Joseph's estate but inventoried only the assets which stood in his name. There was no reference to Joseph's possible community interest in assets held in Frances' name. The decree of distribution determined that the entire estate was community property and the whole thereof was distributed to Frances.

Prior to distribution, Richard filed a petition which asserted that the estate was Joseph's separate property in which he was entitled to share under Probate Code section 221 which would vest one-third in the surviving widow and divide the remainder between Joseph's children. There was an out of court settlement whereby Frances, individually, paid *486 Richard $7,000 in return for his executing a release and assignment to her of any interest which he might have or thereafter acquire in Joseph's estate. Neither Alice nor Ruth joined in Richard's petition and it does not appear that they or Richard made any demand that any community interest Joseph might have in assets standing in Frances' name should be administered in his estate.

Prior to Joseph's death, Frances had added Ruth's name as a joint tenant to two of the bank accounts held in her name. Thereafter, Frances made substantial gifts to Ruth, usually by way of joint tenancy transfers of various stocks and bank accounts. There was evidence that such gifts were made from assets which had stood in Frances' name throughout the marriage rather than from assets which she had acquired through Joseph's estate. When Ruth died, she left more than $100,000 which, except for three minor items (uncontested herein), was derived from her mother's gifts. Alice Graham was appointed administratrix of the estate.[1]

Herbert Fink, appellant herein, on behalf of his father (Frances' brother), two of Frances' sisters and two children of another deceased brother, filed a petition to determine heirship. It was alleged that, with the exceptions noted, all of Ruth's estate had been acquired by gifts from her mother's separate property. It was claimed that under Probate Code section 229, subdivision (b) Frances' heirs were entitled to succeed to Ruth's estate to the exclusion of Ruth's natural heirs, Richard and Alice, siblings of the half blood. The trial court determined that the gifts made by Frances to Ruth were from property that had been community property and had never been Frances' separate property; that said section 229, subdivision (b) was inapplicable and, pursuant to Probate Code section 225, respondents Richard and Alice, being in closer degree of kindred to Ruth than the collateral heirs represented by appellant, were entitled to succeed to the whole thereof. Judgment was accordingly entered and this appeal followed.

(1a) The determinative issue herein is whether or not the trial court was correct in holding that the term "separate property" in said section 229, subdivision (b) refers only to property which was separate at the time of its acquisition by a donor parent or grandparent and does not encompass community property held by a donor parent or grandparent *487 by succession from a predeceased spouse. The section provides that where an intestate decedent leaves neither spouse nor issue "that portion of the estate created by gift, descent, devise or bequest from the separate property of a parent or grandparent shall go to the parent or grandparent who made such gift ... or from whom the property descended, or if such parent or grandparent is dead, such property shall go in equal shares to the heirs of such deceased parent or grandparent." The issue is one of first impression and poses the question of whether or not the Legislature intended the term "separate property" to have a different meaning in section 229, subdivision (b) from the well-settled meaning accorded to the same term in section 229, subdivision (a) by the courts prior to the 1970 addition of section 229, subdivision (b) to the Probate Code.

(2) The right of an heir to inherit an estate is the creature of statute and not a natural or absolute right. (Brenham v. Story (1870) 39 Cal. 179, 185; Estate of Porter (1900) 129 Cal. 86, 89 [61 P. 659].) (1b) Succession to the separate property of an intestate decedent is governed by section 220 et seq. (div. 2, ch. 2) of the code. The legislative history and content of the sections embraced in said chapter make it clear that the Legislature intended to provide a comprehensive scheme for the determination of such rights in virtually all contingencies.

Probate Code sections 228 and 229, subdivision (a)[2] derive respectively from 1880 and 1905 additions to subdivision 8 of former Civil Code *488 section 1386 which had been adopted in 1872 to supersede the Descent and Distribution Act of 1850. The content of said subdivision 8 became sections 228 and 229 of the Probate Code when it was enacted in 1931. Section 229, subdivision (b)[3] was enacted in 1970 as a new subdivision of section 229 which was redesignated 229, subdivision (a). Prior thereto, sections 228 and 229 had been held to be "interrelated and mutually dependent upon each other," and to constitute an "attempt to work out a reasonable, consistent scheme of distribution wherein upon the death of a decedent intestate without issue, instead of the whole property [of a marriage] going to the relatives of the last surviving spouse, the property should go back to the relatives of the spouse from which title was derived." (Estate of Rattray (1939) 13 Cal.2d 702, 713, 715 [91 P.2d 1042].) Estate of Reizian (1951) 36 Cal.2d 746 at page 749 [227 P.2d 249] stated: "In determining the character of property for the purpose of applying sections 228 and 229 of the Probate Code, it is the source of its acquisition, and not the nature of its ownership immediately before death [of a surviving spouse], which is controlling." Rattray held that community property which came to a surviving spouse by inter vivos gift from a predeceased spouse is not deemed separate property but remains community property for the purposes of section 228. Conversely, Reizian

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82 Cal. App. 3d 483, 147 Cal. Rptr. 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-hoegler-calctapp-1978.