Estate of Molera

23 Cal. App. 3d 993, 100 Cal. Rptr. 696
CourtCalifornia Court of Appeal
DecidedMarch 6, 1972
DocketDocket Nos. 29160, 29567
StatusPublished
Cited by19 cases

This text of 23 Cal. App. 3d 993 (Estate of Molera) 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 Molera, 23 Cal. App. 3d 993, 100 Cal. Rptr. 696 (Cal. Ct. App. 1972).

Opinion

23 Cal.App.3d 993 (1972)
100 Cal. Rptr. 696

Estate of FRANCES M. MOLERA, Deceased.
BARNEY McGETTIGAN et al., Petitioners and Respondents,
v.
LORENA WILSON HUFFMAN et al., Objectors and Appellants.
JOHN E. TROXEL, as Executor, etc., Respondent.
Estate of FRANCES M. MOLERA, Deceased.
LONE MOUNTAIN COLLEGE, Petitioner and Respondent,
v.
ABELARDO HENRY GUADALUPE COOPER et al., Objectors and Appellants
JOHN E. TROXEL, as Executor, etc., Respondent. (Consolidated Appeals.)

Docket Nos. 29160, 29567.

Court of Appeals of California, First District, Division One.

March 6, 1972.

*995 COUNSEL

L. Nelson Hayhurst, Stuart M. Gordon, Fields, McBride, Gordon & Rees and Fields, Roos & McBride for Objectors and Appellants.

No appearance for Respondent in Civ. No. 29160.

Elden C. Friel for Petitioners and Respondents in No. 29160. *996 Stanley A. Doten, Gerald V. Niesar and Morrison, Foerster, Holloway, Clinton & Clark for Petitioner and Respondent in No. 29567.

William L. Ferdon, David R. Pigott, Walter M. Frank and Chickering & Gregory for Respondent in No. 29567.

OPINION

MOLINARI, P.J.

These are appeals from two separate decrees of preliminary distribution in the above-entitled estate which have been consolidated for purposes of disposition in a single opinion of this court.

Decedent died on October 1, 1968, leaving a last will and testament and a codicil thereto (hereinafter the will) which were admitted to probate on October 25, 1968. Under the terms of the will decedent bequeathed the sum of $50,000 and some books to Lone Mountain College. Another provision of the will directed that two tracts of land in Monterey County belonging to decedent be sold by the executor during administration and that the proceeds thereof be distributed in equal shares by right of representation to the children of decedent's deceased cousin, Francisca Vallejo McGettigan and to Mona McGettigan, the wife of Barney McGettigan, one of Francisca McGettigan's children. Four hospitals were named as the principal residuary beneficiaries under the will.

On October 14, 1969, appellants Juan Ablardo Cooper and Lorena Wilson Huffman, alleging that they were first cousins and heirs at law of decedent, filed a second amended petition for revocation of the probate of the will upon two grounds: lack of testamentary capacity because of unsoundness of mind and undue influence.

On August 5, 1970, Lone Mountain College filed a petition for preliminary distribution of the monies and books bequeathed to it under the terms of the will. The matter was referred to a probate commissioner who, after a hearing, filed a report stating that preliminary distribution was proper. In his report the commissioner took cognizance of appellants' will contest but observed that there was no statutory or decisional law preventing distribution pending the determination of a will contest. The commissioner found that, in addition to the instant will, decedent had executed seven previous wills in each of which Lone Mountain College was named as a beneficiary, that appellants were not named in any of the wills, and that they stood only to share in decedent's estate in case of intestacy. Accordingly, the commissioner determined that appellants were not persons *997 "interested" in the estate entitling them to resist an application for preliminary distribution under Probate Code section 1000.[1] The report stated, further, that in any event appellants would not be aggrieved by the decree of preliminary distribution since the estate inventoried in excess of $8,000,000. On September 10, 1970, the probate court made its order accepting the commissioner's report which it incorporated in the order by reference, and ordered that preliminary distribution be made to Lone Mountain College as prayed.

On January 28, 1970, Barney McGettigan and Edward McGettigan, two of Francisca McGettigan's children, and Mona McGettigan (hereinafter the McGettigans) petitioned for preliminary distribution to them of their one-eighth prorata share of the net income from the land which, under decedent's will, was to be sold and the proceeds distributed to the children of Francisca McGettigan and to Mona McGettigan. The petition recited that the land had not been sold as provided in the will because of certain delays, but that the distribution of the net income from said land could be effected without loss to the creditors of the estate or injury to the estate or any person interested therein. After a hearing, the court, on April 21, 1970, ordered preliminary distribution of the sum of $2,493.86 to each of the three petitioners for an aggregate sum of $7,481.58, plus all future net income to the date of final distribution. On August 7, 1970, the court entered its order amending the decree of preliminary distribution nunc pro tunc as of April 21, 1970. By the terms of said amended decree, the court ordered the McGettigans to file a bond in the amount of $10,000, guaranteeing the return to the estate of all sums distributed to them in the event appellants should be successful in the will contest and it was determined that the McGettigans were not-entitled to said distribution. The amended decree also provided that no distribution was to be made to the McGettigans in excess of the principal amount of said bond or any increase thereof. A corporate surety bond in the amount of $10,000 and complying with the terms of said amended decree was filed by the McGettigans on August 18, 1970.

On September 20, 1971, pursuant to a motion for summary judgment, the superior court made and entered its summary judgment ordering that appellants' second amended petition for revocation of the probate of the instant will be dismissed.[2] Appellants have appealed from said judgment. *998 Accordingly, said summary judgment is not a final determination that appellants have no grounds of will contest so as to render this appeal moot. (1) A judgment is not final so long as the action in which it is rendered is pending, and an action is deemed to be pending until its final determination on appeal or until the time for appeal has passed, unless the judgment is sooner satisfied. (Code Civ. Proc., § 1049; Pacific Gas & Elec. Co. v. Nakano, 12 Cal.2d 711, 714 [87 P.2d 700, 121 A.L.R. 417]; Jennings v. Ward, 114 Cal. App. 536, 537 [300 P. 129].) We do observe, however, that at oral argument counsel for appellants advised this court that they had abandoned the ground of decedent's alleged unsoundness of mind and the ground that the will was procured by fraud, and that they rely solely upon the ground of undue influence in their will contest.

Probate Code section 1000 provides that "any person interested in the estate" may resist an application for preliminary distribution. Appellants assert that they have such an interest because, as first cousins of decedent, they are heirs at law and, as such, would be entitled to share in decedent's estate if it should be determined that her estate is to be distributed as an intestate estate.

Appellants rely, essentially, upon the cases which have defined "any person interested" who may contest a will before probate (Prob. Code, § 370) and those which have defined "any interested person" in contests after probate (§ 380).

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Bluebook (online)
23 Cal. App. 3d 993, 100 Cal. Rptr. 696, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-molera-calctapp-1972.