Estate of Locklin CA2/1

CourtCalifornia Court of Appeal
DecidedJanuary 18, 2024
DocketB322049
StatusUnpublished

This text of Estate of Locklin CA2/1 (Estate of Locklin CA2/1) 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 Locklin CA2/1, (Cal. Ct. App. 2024).

Opinion

Filed 1/18/24 Estate of Locklin CA2/1 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION ONE

Estate of DOROTHY JEAN B322049 LOCKLIN, Deceased. (Los Angeles County Super. Ct. No. BP138469)

ZACHARY G. JONES, as Personal Representative, etc.,

Petitioner and Respondent,

v.

FREDERICK COOLEY,

Objector and Appellant;

LYNN JACOBS et al.,

Respondents. APPEAL from an order of the Superior Court of Los Angeles County, Michael Small, Judge. Affirmed. Decker Law, James Decker, and Griffin Schindler for Objector and Appellant Federick Cooley. Law Office of Steven A. Simons and Steven A. Simons for Respondent Lynn Jacobs. Cunningham, Treadwell & Bartelstone, James H. Treadwell, and G. Richard Gregory III for Respondent TUP 1537 W37ST HOUSING LLC. No appearance for Petitioner and Respondent Zachary G. Jones. _______________________________ Frederick Cooley, an heir of an estate, appeals from the probate court’s order confirming the sale of the estate’s interest in real property. We reject Cooley’s various contentions of error and affirm the order. BACKGROUND I. Locklin’s Estate Dorothy Jean Locklin (Locklin) died intestate in June 2010. At that time, she owned a 50 percent interest in a residential property located at 1597 West 37th Street, Los Angeles, California 90018 (referred to hereafter as the real property). Her brother owned the other 50 percent interest in the real property. Locklin’s interest in the real property was the only asset of her estate. On February 4, 2013, appellant Cooley, one of Locklin’s sons, was appointed the administrator of Locklin’s estate. Later in 2013, Henry Jacobs and Lynn Jacobs (a married couple) acquired Locklin’s brother’s 50 percent interest in the real

2 property.1 Locklin’s estate retained the other 50 percent interest in the real property. After around eight years as the administrator of Locklin’s estate, Cooley was removed from the position.2 On September 3, 2021, the probate court appointed Zachary Jones, another of Locklin’s sons, as the administrator of Locklin’s estate. The letters of administration granted Jones “limited authority,” meaning, for example, that he required court approval of a sale of the estate’s real property. II. Jones’s Petition for Order Confirming Sale of the Real Property Five months after his appointment as administrator of Locklin’s estate, on February 8, 2022, Jones filed a Report of Sale and Petition for Order Confirming Sale of Real Property (Report and Petition)—the petition at issue in this appeal. Jones, who was represented by counsel in his capacity as administrator of Locklin’s estate, used the requisite Judicial Council forms for the Report and Petition and attachments. Jones declared under penalty of perjury that the information in the Report and Petition

1 It is not clear from the record in this appeal if there was a

preexisting relationship between the Jacobses and Locklin’s brother and/or Locklin’s family. 2 The appellant’s appendix in this appeal does not include

documents relating to Cooley’s administration of Locklin’s estate or his removal from the position. As discussed more fully below, at a hearing on the petition at issue in this appeal, the probate court noted that Cooley was removed as administrator “in part because [he was not] administering the estate and moving things forward,” i.e., he did not sell the real property and close the estate during the eight-year period that he was the administrator.

3 was true and correct. As explained below, the buyer agreed to purchase the entire interest in the real property (the estate’s 50 percent interest and the Jacobses’ 50 percent interest), but the Report and Petition describe the sale of the estate’s 50 percent interest only (the portion of the sale requiring court approval). As reflected in the Report and Petition, the appraised value of Locklin’s 50 percent interest in the real property, at the time of her death in 2010, was $115,000. The “[r]eappraised value within one year before the hearing” was listed in the Report and Petition as $435,000. Jones filed the requisite Inventory and Appraisal form, on which the probate referee declared under penalty of perjury on October 15, 2021 that he appraised the estate’s 50 percent interest in the real property at $435,000. An attachment to the Inventory and Appraisal form listed the appraisal of the entire interest in the real property as $870,000. Jones checked boxes on the Report and Petition form indicating the reasons for the sale were (1) that it was necessary to pay debts and expenses of administration, and (2) that the “sale is to the advantage of the estate and in the best interest of the interested persons.” The Report and Petition further indicate that “to obtain the highest and best price reasonably attainable for the property,” the real property “was published with Metropolitan Newspaper, placed on the multiple listings[,] and agent had several inquiries and showed property to several interested buyers [sic].” As set forth in the Report and Petition, on February 1, 2022, an entity called TUP 1597 W37ST HOUSING LLC (TUP) agreed to purchase the real property in a private sale. The purchase price of the entire interest in the real property is not listed on the form. The purchase price of the estate’s 50 percent

4 interest is listed as $400,000. TUP agreed to pay cash for the real property, which was to be sold as is, with “no repairs of any kind.” III. Cooley’s Petition to Determine Ownership of the Real Property and Objection to Petition for Order Confirming Sale of the Real Property On March 11, 2022, six days before the scheduled hearing on Jones’s above-described petition, Cooley, as a self-represented litigant, filed a verified petition to determine ownership of the real property. In this appeal, Cooley does not challenge any order related to his petition, but we discuss it because it provides context for his objection to the confirmation of the sale of the real property—the matter at issue in this appeal. In his petition to determine ownership of the real property, Cooley sought a judicial declaration that the estate “is the full legal and beneficial owner” of the real property. He claimed the Jacobses no longer owned an interest in the real property. Cooley explained in his petition (and attached documents demonstrating) that Locklin and her brother defaulted on the property taxes in 2008, around five years before the Jacobses acquired their 50 percent interest in the real property from Locklin’s brother. Cooley alleged that in November 2014, during the time he was the administrator of Locklin’s estate, and after the Jacobses acquired their interest in October 2013, the real property was the subject of a public auction by the Los Angeles County Tax Collector. According to Cooley, the individual or entity who bid on the real property at the auction “failed to finalize the sale allowing the owners of the property an opportunity to redeem it . . . by paying all current and defaulted property taxes and other related fees.” As reflected in documents

5 attached to Cooley’s petition, on June 4, 2015, Cooley presented a cashier’s check, made payable to the Los Angeles County Tax Collector, for $26,970.43, the amount of the delinquent taxes and associated penalties, fees and costs.

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Estate of Locklin CA2/1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-locklin-ca21-calctapp-2024.