Estate of Sanchez CA6

California Court of Appeal·Decided November 29, 2022·No. H048814M·Unpublished

Opinion

Filed 11/28/22 Estate of Sanchez CA6 NOT TO BE PUBLISHED IN OFFICIAL REPORTS

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SIXTH APPELLATE DISTRICT

Estate of FRANK J. SANCHEZ, H048814 Deceased. (Santa Clara County Super. Ct. No. 16PR178756) CAROLINE SANCHEZ, ORDER MODIFYING OPINION Petitioner and Respondent, AND DENYING PETITION FOR REHEARING v. NO CHANGE IN JUDGMENT LESLIE ANN PERALTA,

Objector and Appellant.

The appellant’s petition for rehearing is denied. The court orders that the opinion filed October 31, 2022, be modified as follows:

On page 1, first paragraph, first sentence, the decedent’s name is changed to Frank J. Sanchez, so that the sentence reads:

Decedent Frank J. Sanchez left his estate, containing his interest in a community property residence owned with his wife, respondent Caroline Sanchez, to his three children, including appellant Leslie Ann Peralta. There is no change in the judgment.

___________________________ Greenwood, P. J.

_____________________________ ___________________________ Lie, J. Wilson, J. Filed 10/31/22 Estate of Sanchez CA6 (unmodifed opinion) NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

Estate of FRANK J. SANCHEZ, H048814 Deceased. (Santa Clara County Super. Ct. No. 16PR178756)

CAROLINE SANCHEZ,

Petitioner and Respondent,

v.

LESLIE ANN PERALTA,

Decedent Frank J. Peralta left his estate, containing his interest in a community property residence owned with his wife, respondent Caroline Sanchez, to his three children, including appellant Leslie Ann Peralta. After Leslie petitioned to probate Frank’s will, Caroline,1 who was 87 years old at the time, requested to select and set apart a probate homestead, pursuant to Probate Code section 6520 et seq., so that she could remain in the residence for the remainder of her life. Over Leslie’s objection, the probate court granted Caroline’s petition. Leslie appealed. Finding no error, we affirm the probate court’s order.

1 As several of the people involved share the same last name, we refer to the parties by their first names for clarity. I. FACTUAL AND PROCEDURAL BACKGROUND2 Leslie’s father, Frank, passed away in April 2016. She became the executor and personal representative of his estate. Caroline is Frank’s surviving spouse. In his will, Frank confirmed Caroline’s interest in their community and quasi-community property, and bequeathed all of his separate property, as well as his one-half interest in the community and quasi-community property, to his children, including Leslie, explicitly disinheriting Caroline. Relevant to this appeal,3 in January 2017, Leslie filed a complaint against Caroline and several other defendants for partition by sale of real property in San Jose that was owned in part by Frank’s estate, alleging that Caroline owed “substantial amounts of money” to Frank’s estate, such that Leslie wanted to use the sale proceeds to satisfy Caroline’s alleged debt. Caroline also owned an interest in the property.

2 Leslie’s January 4, 2022 request for judicial notice is denied, as the documents were either not part of the record before the trial court when it issued the relevant order, are included in other portions of the record, or can be considered by this court without taking judicial notice. On its own motion, the court takes judicial notice of Leslie’s amended notice designating the record in this appeal, filed February 16, 2021, a filed copy of which is attached to her request for judicial notice, but not explicitly included in her request. Leslie’s September 14, 2022 first supplemental motion to augment the record is denied as it was filed after the case was fully briefed and had been taken under submission by this court and Leslie provided no explanation for the delay. (People v. Preslie (1977) 70 Cal.App.3d 486, 492; see also Regents of University of California v. Sheily (2004) 122 Cal.App.4th 824, 827, fn. 1 (Regents).) Having considered Leslie’s objections to Caroline’s June 20, 2022 request for judicial notice, that request is granted in part. This court will take judicial notice of Exhibits A-G and I-K attached to the request. 3 We denied Leslie’s request to consolidate the instant appeal with appeal numbers

H045037, H045974 and H046499, which were being considered together for purposes of briefing, oral arguments and disposition. Appeal No. H045974 has since been dismissed, and appeal No. H046499 has been transferred to the trial court’s appellate division. We will only discuss these appeals as relevant to the instant proceeding. On its own motion, this court took judicial notice of the record filed in these appeals, each of which arises from the same probate court proceeding as the instant appeal.

2 Leslie filed the inventory and appraisal required by Probate Code section 8800 et seq. on February 1, 2017.4 Shortly thereafter, Caroline filed a petition for a probate homestead, which is not part of the record, either as designated by Leslie, or as extended by this court’s orders taking judicial notice. Leslie opposed the petition, alleging that Caroline stole from Frank throughout the marriage, and arguing that Caroline had “little to no equity in the subject property,” facts Leslie stated she intended to prove “at trial in the currently pending action for Partition by Sale of Real Property. . .” she filed in January 2017.5 Leslie further alleged that Frank’s estate owned “at least 87.5% of the equity” in the property due to his separate property contributions, as well as alleged theft and fraud committed by Caroline. Caroline amended her petition in March 2017 to ask the probate court to set apart Frank’s one-half interest in the community residence, as well as certain personal property contained therein, as a probate homestead for her lifetime, as Frank’s surviving spouse. Caroline declared that she was married to Frank for more than 36 years, and was married to him at the time of his death. The residence had been her home since she purchased it in 1984. She had limited income as she was 87 years old and had been retired for many years. Caroline stated that she would not be able to afford a replacement home if she was forced to leave the residence. She further indicated that she was in poor health, requiring several visits to the emergency room since Frank became hospitalized and later passed away. Thus, she asked the probate court to set apart Frank’s interest in the home as a homestead for the remainder of her life, noting that the probate court had previously confirmed to Caroline her community interest in the home.

4 Undesignated statutory references are to the Probate Code unless otherwise indicated. 5 In May 2017, the trial court granted Caroline’s motion to strike the complaint

with leave to amend. Appeal number H045037 seeks review of that order.

3 Leslie opposed Caroline’s amended petition, claiming that Frank’s interest in the community residence passed to his children upon his death, as Frank disinherited Caroline, and allowing Caroline to remain in possession of the property would violate the children’s constitutional rights. Leslie further alleged that Caroline filed a civil action in 2017, after she was evicted from the residence by Leslie for failure to pay rent. Leslie contended that the trial court in that action determined that Caroline had not proven her claims, such that the beneficiaries of Frank’s estate prevailed. Based on that result, Leslie argued that she should be allowed to dispose of the residence by sale through the pending partition action.

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