Estate of Kalal

121 Cal. App. 3d 841, 175 Cal. Rptr. 582
CourtCalifornia Court of Appeal
DecidedJuly 23, 1981
Docket50735
StatusPublished
Cited by1 cases

This text of 121 Cal. App. 3d 841 (Estate of Kalal) 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 Kalal, 121 Cal. App. 3d 841, 175 Cal. Rptr. 582 (Cal. Ct. App. 1981).

Opinion

121 Cal.App.3d 841 (1981)
175 Cal. Rptr. 582

Estate of GRACE KALAL, Deceased.
WELLS FARGO BANK, as Administrator With the Will Annexed, etc., Petitioner and Respondent,
v.
JAMES T. KALAL, Claimant and Appellant.

Docket No. 50735.

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

July 23, 1981.

*843 COUNSEL

Kilday & Carter and Gerald L. Kilday for Claimant and Appellant. *844 Robert S. Stein, Bonnie S. Garland and Burden, Aiken & Mansuy for Petitioner and Respondent.

OPINION

BARRY-DEAL, J.

James T. Kalal, the estranged widower of the deceased, Grace Kalal, petitioned for a family allowance pursuant to Probate Code section 680. He appeals from the order on March 7, 1980, denying his petition.[1]

The Facts[2]

Appellant and decedent were married on January 3, 1953. They had no children. In 1968, Mrs. Kalal suffered a stroke, and the court appointed appellant to serve as conservator of her estate. At some time during the marriage, appellant had one leg amputated. The couple lived on Taraval Street in one of two flats in a building which also had a commercial rental unit; Mrs. Kalal had apparently acquired the property before marriage. Mr. Kalal did not pay property taxes on the building, but he contributed toward the maintenance, paid utility bills, and provided food for the household. He owned and operated a small auto sales business.

In 1974, Mrs. Kalal left appellant for six months; she stayed with her nephew, Roy McNutt, in Canada for a while and then in Chico with her daughter from a previous marriage. During this separation, Mrs. Kalal filed a petition for dissolution of the marriage, but upon her return from Chico, she dismissed the petition.

In the fall of 1978, Mrs. Kalal again filed a petition for dissolution of marriage, as well as a petition for removal of appellant as her conservator. Both Mr. and Mrs. Kalal testified at the hearing on October 4, *845 1978, for a change of conservator. Mrs. Kalal, cared for by a housekeeper during weekdays, complained that appellant did not fix her meals at dinnertime or on weekends and that he had not spoken to her in a year. Appellant countered that when she discovered she could not enter her safe deposit box without him because of the conservatorship, she became angry, stopped talking to him, and refused to eat the meals that he prepared. There was no evidence that appellant had mishandled his wife's estate, but it was apparent from the testimony that the couple had not been compatible for some time. The court removed appellant as conservator and at Mrs. Kalal's request appointed her Canadian nephew as conservator of her estate.

(1) (See fn. 3.) In the dissolution proceedings,[3] Mrs. Kalal obtained an order to show cause to have appellant vacate the Taraval Street property. At a hearing on November 9, 1978, the couple, each represented by counsel, signed a court-prepared, printed form entitled, "Stipulation and Order on Order to Show Cause." The form provided in part: "THE PARTIES HEREBY STIPULATE AND AGREE that as to the items checked below the court shall make the following ... Temporary Order until time of trial...." Then, the box referring to standard mutual restraining orders was checked and under "Other orders" was inserted: "Respondent will vacate the family residence ... by December 15, 1978." The boxes referring to child custody, child support, debt payments, spousal support, and attorneys' fees were left blank, but slash marks were made through the paragraph wordings.

Between the date of the temporary order, November 8, 1978, and the date of decedent's death, about 10 months, the couple did not see or *846 speak to each other and exchanged no funds. The dissolution proceeding was never set for trial.

Grace Kalal died on August 2, 1979.[4] Wells Fargo Bank, respondent herein, was appointed administrator with the will annexed of her estate.

Appellant, who was 77 years of age, moved back to the Taraval Street flat. On January 29, 1980, he filed his verified petition for a family allowance. He stated that his income was $200 per month and his expenses were $762.50 per month. He estimated the estate income at $12,000 per year and requested an allowance of $500 per month or occupancy of the Taraval flat and $300 per month.[5]

At the hearing on the family allowance, appellant's petition and the stipulation and order on order to show cause were admitted into evidence. In his testimony, appellant admitted that he had signed the stipulation, that he had requested no support in the response filed in the dissolution proceeding, that he had received no support during the separation, and that he had filed in 1978 a married person's separate income tax return (showing gross receipts from his business of about $10,000 and a net loss of $32). On objection, the testimony of decedent's counsel in the dissolution proceedings about the intent of the parties at the time of the stipulation was stricken as conclusionary. Respondent filed a memorandum of points and authorities, and the court took the matter under submission. The court, without stating its reasons, denied appellant's petition on March 7, 1979.

Appellant contends that the court abused its discretion in denying his petition for a family allowance.

*847 Discussion

(2) Probate Code section 680[6] provides that the surviving spouse is "entitled" to such reasonable allowance out of the estate of the deceased spouse as shall be necessary for the survivor's maintenance according to his or her circumstances during the settlement of the estate. This statute does not give an absolute right to a survivor who establishes the marital relationship; it is conditioned on the survivor's right to support at the time of decedent's death. (Estate of Brooks (1946) 28 Cal.2d 748, 755 [171 P.2d 724]; Estate of Fallon (1957) 49 Cal.2d 402, 404-405 [317 P.2d 963]; Estate of Fawcett (1965) 232 Cal. App.2d 770, 777 [43 Cal. Rptr. 160].)

The question before us, therefore, is whether appellant had the right to receive support from his deceased wife at the time of her death.

Respondent maintains that the probate court properly denied a family allowance on either of two grounds: (1) appellant was not entitled to support under Civil Code section 5131[7] since the parties were living separate by an agreement which did not provide for support, and (2) appellant waived his right to support by agreement and by his subsequent conduct. In each instance, respondent relies on the "Stipulation and Order on Order to Show Cause" as the agreement under which appellant forfeited any right to support. As authority respondent cites Estate of Brooks, supra, 28 Cal.2d 748, Estate of Fallon, supra, 49 Cal.2d 402, Estate of Schwartz (1947) 79 Cal. App.2d 308 [179 P.2d 868] (support precluded by waiver in antenuptial agreement), and Estate of Zlaket (1960) 180 Cal. App.2d 553 [4 Cal. Rptr. 450] (support precluded by waiver in executed marital settlement agreement which was not rescinded after reconciliation).

*848 In Estate of Fawcett (1965) 232 Cal. App.2d 770 [43 Cal. Rptr.

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