Estate of Kemmerrer

251 P.2d 345, 114 Cal. App. 2d 810, 35 A.L.R. 2d 1393, 1952 Cal. App. LEXIS 1248
CourtCalifornia Court of Appeal
DecidedDecember 19, 1952
DocketCiv. 19132
StatusPublished
Cited by27 cases

This text of 251 P.2d 345 (Estate of Kemmerrer) 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 Kemmerrer, 251 P.2d 345, 114 Cal. App. 2d 810, 35 A.L.R. 2d 1393, 1952 Cal. App. LEXIS 1248 (Cal. Ct. App. 1952).

Opinion

WHITE, P. J.

This is an appeal from that portion of an order of the Superior Court of Los Angeles County, sitting in probate, by which the court denied a petition that the entire estate of decedent be set aside to the appellant widow pursuant to the provisions of sections 640 to 646, inclusive, of the Probate Code. By these sections it is provided, in substance, that if the estate of the decedent at the date of his death does not exceed $2,500 in value and the decedent leaves a surviving spouse or minor children who do not have other property or assets exceeding $5,000 in value, then iipon appropriate allegations in a petition for letters of administration or probate of will, or by a separate petition, the entire estate may be set aside to such widow or minor children.

Section 645 of the Probate Code specifically provides in part as follows: “If, upon the hearing of any petition provided for by this article, the court finds that the net value ■ of the estate over and above all liens and encumbrances of record at the date of the death of the decedent does not exceed the sum of two thousand five hundred dollars ($2,500) . . . , and that the expenses of the last illness, funeral charges a/nd „expenses of administration have been paid, it shall by decree for that purpose, assign to the surviving spouse of the decedent, if there be a surviving spouse, or, if there be no surviving spouse, then to the minor child or children of the decedent . . . , if any, the whole of the estate, subject to whatever mortgages, liens, or encumbrances there may be *812 upon said estate at the time of the death of .the decedent.” (Emphasis added.)

V. A. Kemmerrer died testate, survived by his widow (appellant herein), two daughters, a son, and his mother. By his will he left all his estate to his friend, Jane Grant, and expressly disinherited the widow, from whom he had been estranged. He made no provision for his children, stating that they were amply provided for by his life insurance. The will was admitted to probate and respondent herein, Bertrand Rhine, was appointed executor. The estate consisted of something over $400 in cash, an automobile appraised at $200, and accounts receivable totaling $1,441.73.

The mother of decedent paid the sum of $335 toward the funeral expenses and filed a creditor’s cldim therefor, which was allowed and approved. Jane Grant also filed a claim for $816.75, which was allowed and approved, representing money paid out by her for hospital and nursing services during the last illness of decedent.

The executor filed a “petition for instructions and first account,” showing that, contingent upon a proposed sale of the automobile, there would be in his hands approximately $500 cash and accounts receivable totaling $1,344.50 which might or might not be collectable. The executor requested permission to pay attorney’s fees and to pay the claims for expenses of funeral and last illness on a pro rata basis. He further sought instructions with respect to the further and final disposition of the estate. Appellant widow filed objections, asserting that the payments made by Jane Grant and decedent’s mother for expenses of last illness and funeral were voluntary, and requesting that the balance of the estate, after payment of proper expenses, be set aside to her. The trial court approved the executor’s account except in minor particulars not here material, overruled the widow’s objections thereto, and denied her petition to set aside the estate.

The main question presented by this appeal relates to the status of the claims of Jane Grant and Mrs. A. L. Kemmerrer, mother of decedent, for their advances. Appellant argues that the court erred in impliedly holding that these claimants are entitled to reimbursement for their voluntary advances, stating: “These items were admittedly paid by volunteers to the primary creditors. This constitutes payment within the language of Probate Code, section 645.” Further, it is urged, section 645 of the Probate Code, requiring that funeral and last illness expenses be paid before an estate may be *813 assigned to the widow or children, contains no requirement of reimbursement to those who have voluntarily paid such expenses as a prerequisite to such assignment.

In other words, according to appellant, if the doctors, the nurses, the hospital and the undertaker have received their money and therefore have no claim against the estate, then such expenses are to be deemed “paid” within the meaning of section 645 and the surviving widow is entitled to receive the estate free of the claims of those who assumed to arrange for the care of the decedent during his last illness and for his decent burial. If law and good morals should be one and inseparable, it necessarily follows that the contentions of appellant cannot be upheld. That the appellant’s claim herein is not the law was the holding in Estate of Hincheon, 159 Cal. 755, 763 [166 P. 47, 36 L.R.A.N.S. 303], where funeral expenses were paid by a devisee under the will, and the court said: “It is not questioned by the respondents that money paid for funeral expenses by one not acting officiously, if reasonable considering the estate of the deceased and the circumstances surrounding the death and burial, will be repaid by the estate to the party paying them. (2 Woerner on American Law of Administration, 2d ed., § 357; France’s Estate, 75 Pa. 220.) This is a proper, and, indeed, a necessary rule in view of the fact that the burial must often be provided for before an executor or administrator can be appointed.” And as was said in Golden Gate Undertaking Co. v. Taylor, 168 Cal. 94, 98 [141 P. 922, Ann.Cas. 1915D 742, 52 L.R.A.N.S. 1152], “It is seemly and proper, indeed necessary, that decent burial should be given to the body of a deceased person within a very short period after death. Ordinarily, arrangements for such burial must be made, and the expense incurred, before the appointment of an executor or administrator.”

With respect to both of the claims, for funeral expenses and for expenses of the last illness, we are in accord with the language used in Andrade v. Azevedo, 9 Cal.App.2d 495, 496, 498 [50 P.2d 80], as follows: “Moreover, an heir who has an interest in an estate and pays claims of this character against the estate does not act officiously and is not a ‘volunteer’ within the rule that a volunteer is not entitled to subrogation. This being so, the estate should repay him. ’ ’

We perceive no difficulty in applying the doctrine of subrogation to the two claims presented in the instant cause. *814 To the contention that the claimants are mere “volunteers,” the answer we think, is clear that they were neither “volunteers,” “Intermeddlers,” nor “acting officiously,” within the intent and purpose of the equitable policies governing the application of the doctrine.

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Bluebook (online)
251 P.2d 345, 114 Cal. App. 2d 810, 35 A.L.R. 2d 1393, 1952 Cal. App. LEXIS 1248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-kemmerrer-calctapp-1952.