Estate of Lensch

177 Cal. App. 4th 667, 99 Cal. Rptr. 3d 246
CourtCalifornia Court of Appeal
DecidedAugust 31, 2009
DocketA123296
StatusPublished
Cited by29 cases

This text of 177 Cal. App. 4th 667 (Estate of Lensch) 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 Lensch, 177 Cal. App. 4th 667, 99 Cal. Rptr. 3d 246 (Cal. Ct. App. 2009).

Opinion

Opinion

HAERLE, Acting P. J.

I. INTRODUCTION

Appellants Jason Lensch and Ban Lensch (appellants) appeal from the probate court’s order denying their petition to determine survival and to determine persons entitled to distribution of the estate of their grandmother, Gladys Mildred Lensch, under Probate Code sections 220, 21109, and 21110. 1 They argue that the trial court erred in denying their requests for an evidentiary hearing as well as denying their petition. We agree and conclude *671 that the trial court should have held an evidentiary hearing. Accordingly, we reverse the court’s order, and remand this matter for an evidentiary hearing.

H. FACTUAL AND PROCEDURAL BACKGROUND

On March 12, 2008, at 2:30 a.m. Gladys Lensch died in a San Mateo County nursing home. She was 98 years old. She left the following three-sentence holographic will: “I Gladys Lensch do hereby declare, being of sound mind, that my estate be equally divided between my daughter Claudia and my son Jay. [][] Claudia being married has 2 daughters, and my son by a previous marriage has 2 sons. They will provide for the well being of my grandchildren in the event of my death or serious incapacity due to lengthy illness. H] God Bless the Family, [f] Gladys Clausen Lensch May 10 1993.”

Eleven hours after Gladys died, Jay, Gladys’s son, was found dead in his home in Trinity County. He had shot himself with a 12-gauge shotgun. The time of death on Jay’s death certificate was recorded as the time his body was found: 1:15 p.m. on March 12, 2008. Jay’s body was cremated without an autopsy and his remains were buried five days later.

In a 10-page handwritten will, with a four-page addendum, Jay made small cash gifts to friends, and left another friend an undeveloped parcel of land. The residue of his estate was left in equal shares to the Unitarian Universalist Service Committee and Direct Relief International. He left nothing in his will to his two sons, appellants Jason and Ban Lensch.

On June 25, 2008, Jason and Ean Lensch filed a “Petition to Determine Survival and to Determine Persons Entitled to Distribution.” This petition was verified by petitioners’ attorney because petitioners reside “out of this county and state.”

The petition asked the court to find that “it cannot be determined by clear and convincing evidence who died first, Gladys Mildred Lensch or her son, Petitioner’s father, Jay Alfred Lensch. Because it cannot be determined who died first, Jay Lensch should not take under Gladys Lensch’s will and his issue, Petitioners, should take in his place.”

The petition stated that “Shortly after noon [on the same day Gladys Lensch died] the body of her son, Jay Lensch was found. Jay Lensch died in *672 his Trinity County home of a self-inflicted gunshot wound. Petitioners and their attorney spoke to the Trinity County Deputy Coroner who investigated Jay Lensch’s death and the Deputy Coroner said that he could not determine the precise time of Jay Lensch’s death. To Ean Lensch, the Deputy Coroner said that Jay Lensch had been dead at least 24 hours before his body was found and that death might have occurred two or more days earlier. To Petitioner’s attorney, the Deputy Coroner said that Jay Lensch had last spoken to another person two days before his body was discovered and that death could have occurred any time between that conversation and the time of discovery. On the death certificate, the Deputy Coroner used the time of discovery as the time of death, as is customary in cases like this. The Deputy Coroner is certain that Jay died earlier than the time stated on the death certificate, 1:15 p.m., but explained to Petitioner’s counsel that there is no way to tell what was the actual time of death.” Petitioners asked the court to find that “it cannot be determined by clear and convincing evidence who died first, Gladys Clausen Lensch or Jay Alfred Lensch,” and that the court deem Gladys to have survived Jay for the purpose of the transfers created by Gladys’s will and that the court rule that the transfer made to Jay in Gladys’s will fails.

On July 25, 2008, Jay’s executor, respondent Darin Wright, filed an opposition to Jason and Ban’s petition to determine survival. He argued that Jason and Ean had the burden of proving that Jay did not survive Gladys. He also argued that survival was not required by the terms of Gladys’s will. Relying on the death certificate of both decedents, respondent argued that because death certificates are proof of time of death, and claimants’ petition was based on “inadmissible opinions, speculation, and hearsay,” the only evidence of time of death was the death certificate.

At a brief hearing on July 30, 2008, the court noted that its tentative ruling was that “there is no requirement for survival in the testamentary document.” Petitioners immediately requested an evidentiary hearing. Counsel argued that Jay was required to survive Gladys in order to take under her will. The court rejected this argument and also ruled, in the alternative, that even if there was a survival requirement “the only evidence before the court being the death certificates demonstrate that Mr.—not Mr. Lensch—it is Mr. Lensch did survive his mother.” Counsel pointed to “sworn testimony of my client who spoke to the coroner who declared that the time of death of Jay Lensch could not be determined.” The court ruled that this statement was hearsay. At two other points in the hearing, appellants repeated their request for an evidentiary hearing.

The court denied the petition to determine survival. The court held that “the evidence offered shows that decedent’s will did not require survival, but *673 nevertheless, that Jay Lensch survived decedent Gladys Mildred Lensch, and that no further evidentiary hearing is required.”

This timely appeal followed.

III. DISCUSSION
A. Survivorship

Jason and Ean contend the trial court erred in denying their petition on the basis that Gladys’s will did not require that Jay survive her in order to take under her will. We exercise de novo review in interpreting the terms of Gladys’s will (Estate of Edwards (1988) 203 Cal.App.3d 1366, 1371 [250 Cal.Rptr. 779]) and conclude that, although the trial court was correct in finding that Gladys’s will contains no survivorship requirement, it erred in denying appellants’ petition on this basis, apparently because it did not understand the legal consequences of the lack of a survivorship requirement in Gladys’s will.

Gladys’s will does not express any intent with regard to survivorship. Nor does it contain any provision for an alternate disposition in the event Jay predeceased her. In this situation, we look to section 21109 and the antilapse statute, section 21110, for guidance. Section 21109, subdivision (a), provides that “A

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Cite This Page — Counsel Stack

Bluebook (online)
177 Cal. App. 4th 667, 99 Cal. Rptr. 3d 246, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-lensch-calctapp-2009.