Estate of Miles

164 P.2d 546, 72 Cal. App. 2d 336, 1945 Cal. App. LEXIS 1017
CourtCalifornia Court of Appeal
DecidedDecember 28, 1945
DocketCiv. 15043
StatusPublished
Cited by13 cases

This text of 164 P.2d 546 (Estate of Miles) 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 Miles, 164 P.2d 546, 72 Cal. App. 2d 336, 1945 Cal. App. LEXIS 1017 (Cal. Ct. App. 1945).

Opinion

WILSON, J.

During the probate of the estate of the decedent several controversies arose between the decedent’s widow and his two children by a former marriage, out of which grew the several appeals herein.

*339 The decedent left a holographic will .reading as follows: “Santa Barbara July 13, 1938 I, Edward Cromwell Miles, do make this as my last will & Testament. It is my wish to leave all my goods & chattels to my wife Flora Stewart Miles. She to act as executor without bond. It is my wish that in a reasonable time she give to Adele my daughter $500.00 and to Kenneth my son $100.00. Leonard C. Miles” It was stipulated that the will disposed of personal property only and that decedent died intestate as to the real property herein involved.

The facts necessary to be considered in determining the several appeals are as follows: In February, 1933, prior to the entry of a final decree of divorce dissolving the marriage of decedent and his first wife, respondent and decedent were contemplating marriage. They determined to purchase a parcel of property in Santa Barbara for approximately $7,200. Decedent gave respondent $1,200 in cash which was applied on the purchase price and respondent paid the entire balance with her separate funds. The property was conveyed to her as her separate property. Decedent and respondent were marriéd in March, 1933, and resided on said property. After their marriage a joint bank account was opened. Respondent deposited therein rents amounting to $125 per month which she received from her separate property, and decedent deposited $100 a month in said account for living expenses but he did not draw on the account. He maintained a separate bank account out of which he paid his own personal expenses. This method of handling their funds was continued until the death of decedent, the parties never having had any substantial reserve in the bank account and no property having been acquired out of the earnings of decedent.

Some time in May or June, 1940, decedent and respondent decided to purchase a bungalow court, which is the property involved in this proceeding. At that time Coleman Stewart, a son of respondent, owned another parcel of real property subject to a life estate of his mother. Decedent, respondent, and Coleman Stewart valued the two parcels of property owned by respondent and Coleman Stewart at $15,000. It was agreed that the bungalow court should be purchased and that decedent should pay $5,000, one-third of the valuation placed on said parcels, and that the three persons named should each own a one-third interest in the bungalow court.

*340 The latter property was finally purchased for $32,500. The two parcels of real property above mentioned were sold for $12,500. Said sum was paid on the purchase price of the bungalow court and two promissory notes for the total sum of $19,000 were executed by respondent and decedent, secured by trust deeds on said property. Respondent paid $1,073 in cash out of her separate funds, covering the balance of the purchase price and the incidental expenses relating to the purchase. The property was then conveyed to decedent and respondent and they in turn conveyed an undivided one-third interest to Coleman Stewart. Decedent paid $615 to the real estate agent as his commission. This sum he borrowed from a bank, giving as collateral therefor stocks which he owned prior to his marriage. Decedent and respondent thereafter lived in one unit of the bungalow court and the income from the court was placed in a joint tenancy bank account out of which all payments were made on the encumbrances.

In June, 1941, decedent, having become in arrears in the alimony payable to his first wife, conveyed to respondent his one-third interest in the real property and transferred to her his corporate stock and bank accounts for the purpose of preventing the satisfaction of his first wife’s claim for delinquent alimony. Thereafter he made a settlement of the claim for alimony and respondent reconveyed to him all of his property excepting the interest in the bungalow court. Decedent repeatedly requested respondent to reconvey said interest in the court but respondent refused to do so. Decedent asked her if she would convey said interest to him if he would sign a promissory note in her favor for $4,500. She executed a grant deed to him for said interest but decedent did not execute the note. Such interest, if any, as he received by the deed remained vested in him until his death.

The appeals are from (1) a decree of partial distribution; (2) a decree determining interest in real property; (3) an order allowing a claim of respondent against the estate; (4) a decree construing the will; (5) an order denying appellants’ motion to continue the hearing of the final account; (6) an order settling and allowing the final account; (7) the decree of distribution. The two appeals last mentioned not having been discussed in appellants’ brief, the same will be affirmed. The order, denying a continuance is not appealable.

1. The decree determining interest in real property. The *341 court held that the one-third interest in the property in question standing in the name of decedent at the time of his death was community property and, since he died intestate as to real property, it passed to respondent pursuant to section 201 of the Probate Code. Appellants claim that said interest was his separate property and should be distributed as provided in section 221 of said code.

Inasmuch as the bungalow court (1) was acquired by decedent and respondent after marriage, and (2) was conveyed to them as “husband and wife” it is presumed to have been community property. (Civ. Code, § 164.) Unless this presumption has been satisfactorily controverted by the evidence the finding of the trial court must stand. (Estate of Sehabiague, 47 Cal.App.2d 793, 797 [119 P,2d 30] ; Falk v. Falk, 48 Cal.App.2d 762, 767 [120 P.2d 714].) Before the property was acquired decedent said it was his intention to pay for his one-third interest. He never did so. After the court was purchased he agreed to execute a note for $4,500 to respondent if she would convey a one-third interest to him, but he never signed the note. The only amount paid by him on the entire transaction was the real estate broker’s commission amounting to $615. He borrowed that sum from the bank, $300 of which remained unpaid at his death and the executrix paid said sum as a claim against the estate. The value of such labor as he expended in the upkeep of the court was community property. It is clear that respondent did not intend to make a gift to decedent when she executed the deed to him but made the conveyance upon his promise to pay her for it by giving her a promissory note for the sum mentioned. The presumption declared in section 164 of the Civil Code was not only not overcome but was reinforced by the evidence.

Neither decedent’s contribution of time and labor to the repair and maintenance of the bungalow court nor his joining with respondent in the execution of notes and deeds of trust to secure payment of the purchase price gave him an interest in the property. (Oldershaw v. Matteson & Williamson Mfg. Co., 19 Cal.App. 179, 183 [125 P. 263]; Heney

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Bluebook (online)
164 P.2d 546, 72 Cal. App. 2d 336, 1945 Cal. App. LEXIS 1017, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-miles-calctapp-1945.