Estate of Levy

75 P. 317, 141 Cal. 639, 1904 Cal. LEXIS 1035
CourtCalifornia Supreme Court
DecidedJanuary 16, 1904
DocketS.F. No. 3553.
StatusPublished
Cited by10 cases

This text of 75 P. 317 (Estate of Levy) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Levy, 75 P. 317, 141 Cal. 639, 1904 Cal. LEXIS 1035 (Cal. 1904).

Opinion

ANGELLOTTI, J.

This is an appeal by Pauline Levy, the surviving wife of deceased, who is also a devisee and legatee under his will, from an order of the superior court *641 made in the administration of his estate, authorizing the executors of his will to sell a parcel of real property belonging to his estate.

It is claimed by appellant that the petition of the executors for the order of sale, and upon which the order is based, did not substantially comply with the requirements of section 1537 of the Code of Civil Procedure, and that the court erred in making an order of sale thereon. Her general demurrer to the petition on this ground was overruled in the court below.

It is contended that the petition was defective in that it contained no sufficient statement of the condition or value of the real estate of the deceased, and no statement at all as to the names of his heirs or as to family allowance. There was no statement in the petition as to want of knowledge on the part of the executors as to any of these matters.

The only statements in the petition as to the condition and value of the real estate of decedent were as follows, viz.: The petition alleged that the full description of the real estate “and the condition and value of the respective portions and lots of said real estate are set forth in the schedule marked ‘D’ hereto annexed, and made a part of this petition.” Schedule “D” contained descriptions, by metes and bounds, of two city lots in the city and county of San Francisco. The first description ends as follows, viz.: “With the improvements thereon. The appraised value of said lot and improvements, according to the inventory, is $17,500.00. This property has been set aside to the widow as a homestead until the final distribution of the estate; however, both the executors and the other heirs are at present perfecting an appeal to the supreme court, appealing from the order of this court setting aside this property to the widow as a homestead for this period.”

The second description commences as follows, viz.: “Other property of the estate consists of all that land with the improvements thereon, situated,” etc., and ends as follows, viz.: “This lot and the improvements thereon according to the inventory is appraised at $19,700.00. Upon this property there is a mortgage of ten thousand ($10,000.00) dollars, bearing interest at the rate of 6 per cent per annum, held by the *642 Hibernia Savings and Loan Society of the city and county of San Francisco. ’ ’

The petition did not purport to state the names of the heirs, but did contain a statement as to who were the devisees and legatees. The order of sale contains a statement of the names of the heirs, and it appears that they were all legatees or devisees and named in the petition as such.

The petition contains no statement whatever as to any amount that is due or will become due upon the family allowance, nor any statement indicating that anything was so due or to become due thereon, except that it did state that there was an insufficiency of personal estate to pay, among other things, “the allowance of the family.” The payment of family allowance was not, however, one of the purposes for which the sale was ordered by the court to be made. The order of sale authorized the sale of the parcel mortgaged to the Hibernia Savings and Loan Society. Section 1537 of the Code of Civil Procedure requires the applicant for an order for the sale of real property to “present a verified petition,” setting forth among other things “the amount due upon the family allowance or that will be due after the same has been in force for one year; .... a general description of all the real property of which the decedent died seised, or in which he had any interest, or in which the estate has acquired any interest, and the condition and value thereof; . . . the names of the legatees and devisees, if any, and the heirs of the deceased, so far as known to the petitioner,” and further provides that “If any of the matters herein enumerated cannot be ascertained, it must be so stated in the petition; but a failure to set forth facts hereinbefore enumerated will not invalidate the subsequent proceedings if the defect be supplied by the proofs at the hearing and the general facts showing that such sale is necessary, ... be stated in the decree.”

So far as the question of insufficiency of the petition is concerned, appellant occupies no more advantageous position by reason of the filing of her general demurrer than she would have occupied had she presented no demurrer and simply appealed from the order of sale. In either event the question for determination is as to whether or not the petition is substantially defective in any of the requirements of section 1537 *643 of the Code of Civil Procedure. A substantial compliance with the provisions of that section is of course essential to the validity of the order on direct appeal. (In re Byrne, 112 Cal. 176; Estate of Cook, 137 Cal. 184.) As was held, however, in Estate of Heydenfeldt, 127 Cal. 456, which was an appeal from an order of sale, “The point that a statement is insufficient which is easily understood as an attempted statement of a particular fact, and is merely shadowed by some uncertainty or want of fullness or aptness of expression, can be reached only by a special demurrer or objection in the court below.” (See, also, Estate of Devincenzi, 119 Cal. 498, 500; Silverman v. Gundelfinger, 82 Cal. 548.) There can be no good reason why parties who have been duly notified of the proceeding for a sale should not be required to make objections of such a nature in the lower court or be deemed to have waived them, just as in the ordinary civil action they are deemed to have waived them, unless they make them by special demurrer. This is especially true of such statements as do not go to the real merits of the question before the court,— viz., the question as to the necessity for a sale of realty of the deceased. If the commissioner’s opinion in Estate of Cook, 137 Cal. 184, which was a case where there was no attempt in the petition to state the value of the land, is at all at variance with these views, it may properly be said that such opinion is signed by only two justices of this court, and Mr. Justice McFarland concurred solely on the ground that the court in its decree did not find the value of' the property. Tested by the rule stated in Estate of Heydenfeldt, 127 Cal. 456, we are of the opinion that, in the absence of special demurrer or objection, the petition was sufficient.

The schedules attached to the petition constituted a part thereof. In the body of the petition it was stated that the values and condition of the realty are set forth in schedule “D,” and the only values there set forth, are the appraised values. This was a sufficient statement as to present value in the absence of special objection. As was said in Silverman v. Gundelfinger, 82 Cal.

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Bluebook (online)
75 P. 317, 141 Cal. 639, 1904 Cal. LEXIS 1035, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-levy-cal-1904.