Estate of Meade

228 Cal. App. 2d 169, 39 Cal. Rptr. 278
CourtCalifornia Court of Appeal
DecidedJune 24, 1964
DocketCiv. No. 295
StatusPublished
Cited by4 cases

This text of 228 Cal. App. 2d 169 (Estate of Meade) 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 Meade, 228 Cal. App. 2d 169, 39 Cal. Rptr. 278 (Cal. Ct. App. 1964).

Opinion

228 Cal.App.2d 169 (1964)

Estate of JOSEPH A. MEADE, Deceased. MICHAEL J. MEADE, Petitioner and Appellant,
v.
SECURITY FIRST NATIONAL BANK, as Trustee, etc., Claimant and Respondent.

Civ. No. 295.

California Court of Appeals. Fifth Dist.

June 24, 1964.

Clifford W. Twombly, Russell B. Henry, Joseph L. Soares and George Simpson for Petitioner and Appellant.

Sheppard, Mullin, Richter & Hampton, George R. Richter, Jr., Thomas R. Sheppard and Berge Lion for Claimant and Respondent. *171

CONLEY, P. J.

This proceeding and its companion, Estate of Grace Josephine Meade, Deceased, post, p. 841 [39 Cal.Rptr. 284], involve orders of the probate court relative to the devolution of joint tenancy and community property and depend upon the meaning and effect of the California Uniform Simultaneous Death Act. (Prob. Code, 296 to 296.8.)

Petitioner and appellant, Michael J. Meade, is the adopted son of Joseph A. Meade and Grace Josephine Meade, both of whom were killed in the crash of a private airplane in the remote Lebec country in Kern County. Each died leaving a will; the probate court expressly found that there was no sufficient evidence that they died otherwise than simultaneously. The will of Joseph A. Meade disposed of the residue of his estate to the respondent bank in trust; Grace Josephine Meade's will left her estate to respondent in trust if her husband predeceased her. The validity of neither will is questioned; neither will mentioned nor provided for the possibility of a simultaneous death of the husband and wife.

The two cases test the applicability of Probate Code sections 296 to 296.8, which constitute the California Uniform Simultaneous Death Act, to the wills of the Meades. Appellant maintains that because of the act they in effect died intestate and that the estate of each should be distributed outright to him as sole heir. On the contrary, respondent contends that the estates will be properly distributed to respondent, Security First National Bank, as trustee.

Both wills were executed on June 14, 1946, at Los Angeles. On December 1, 1960, the Meades disappeared on a private airplane trip; on August 23, 1961, the wrecked airplane and the bodies of the two decedents were found. On November 13, 1961, the two wills were admitted to probate, and letters testamentary were issued to respondent.

On December 11, 1961, the Tulare County Superior Court determined that:

"1) Joseph A. Meade and Grace Josephine Meade both died on December 1st, 1960."

"2) The title to property and its devolution depends upon the priority of their deaths."

"3) They died under circumstances where there is no sufficient evidence that they died otherwise than simultaneously."

On October 18, 1962, appellant, Michael J. Meade, filed a petition to determine his interest in the estates and on January *172 3, 1963, the Security First National Bank, which is the successor by merger of the corporation declared trustee in the wills, filed in each proceeding a "Statement of Claim of Interest in Estate and Right to Distribution."

On January 28, 1963, the hearing was held and on March 13, 1963, the court filed findings of fact and conclusions of law in each proceeding and ordered that decedent Joseph A. Meade's personal effects should be distributed to Michael Joseph Meade and the residue of the estate to the respondent bank as trustee to be administered according to the trust provisions contained in the last will of Joseph A. Meade as applicable upon the death of Grace Josephine Meade; the court also ordered that all of the property of Grace Josephine Meade should go to the respondent bank as trustee to be administered under the trust provisions in the will as if Joseph A. Meade had predeceased her. Appellant's motions for a new trial were denied. During their lifetime decedents owned both joint tenancy property and community property.

While the two cases were not consolidated for hearing in the court below or on appeal, and it will be necessary to file a brief separate opinion in the Estate of Grace Josephine Meade, the questions involved on the two appeals are identical and we shall here discuss matters that pertain to both estates.

Appellant presents the following questions:

1) Does any property which decedents owned as joint tenants at the time of their simultaneous deaths pass by reason of the provisions of the act and the wills?

2) Does community property of the respective parties pass under the provisions of the act and the respective wills of Mr. and Mrs. Meade?

3) Do the dispositive provisions of the wills prevail or do they in any respect fail?

[1] The trial court held that the Uniform Simultaneous Death Act was applicable to the estates of both of the decedents and that, as each of them had made a will in proper form, the wills were also effective. The court considered that the act defined in applicable instances the exact property which would be controlled by the wills at the time of death. [2] As is said in Azvedo v. Benevolent Society of California, 125 Cal.App.2d Supp. 894, 901 [270 P.2d 948]: "The purpose of the Uniform Simultaneous Death Act is to supplant the former arbitrary and complicated presumptions of survivorship with effective, workable, and equitable rules applicable to the ever-increasing number of cases where two or *173 more persons have died under such circumstances that there is no sufficient evidence to indicate that they have died otherwise than simultaneously. ... It therefore occupies a very narrow field, and the conditions for its application are meticulously stated and with precise particularity."

It is not important for the decision of these cases whether the questioned code sections are characterized as statutes of succession (see conflicting viewpoints in Estate of Wedemeyer, 109 Cal.App.2d 67 [240 P.2d 8] and Estate of Hudson, 158 Cal.App.2d 385, 389 [322 P.2d 987]); the important fact is that the act effectively specifies in certain categories the property which each of the simultaneously deceased persons was entitled to dispose of at the time of death. Appellant wrongly contends that the wills of the decedents are not effective in view of the statute and the manner of their deaths. Each of the wills of the parties, being proper in form and having been correctly executed, controls the respective estates.

The applicable provisions of Mr. Meade's will were as follows:

"Fourth: I give, devise and bequeath all my automobiles, jewelry, silver, books, pictures, guns, paintings, works of art, household furniture and furnishings, clothing and other personal effects to my wife, Grace Josephine Meade, and if she predecease me then the said property shall go to my son, Michael Joseph Meade."

"* * *"

"Sixth: I give, devise and bequeath the residue of my estate, real and personal, wherever situated, including all failed and lapsed gifts, hereinafter termed the 'Trust Estate,' to the Farmers and Merchants National Bank of Los Angeles, a National Banking Association, in trust, to hold, manage and distribute as follows:"

Grace Josephine Meade's will left all of her property to her husband and if her husband should predecease her, then to respondent bank in trust for appellant, Michael J. Meade.

In the Estate of Joseph A.

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