Estate of Teel

210 P.2d 1, 34 Cal. 2d 349, 1949 Cal. LEXIS 166
CourtCalifornia Supreme Court
DecidedSeptember 30, 1949
DocketL. A. 20596
StatusPublished
Cited by13 cases

This text of 210 P.2d 1 (Estate of Teel) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Teel, 210 P.2d 1, 34 Cal. 2d 349, 1949 Cal. LEXIS 166 (Cal. 1949).

Opinions

TRAYNOR, J.

In the proceedings for the administration of the estate of decedent, her divorced husband petitioned to have set apart to him a house and lot selected as a homestead by decedent out of community property. The probate court found that the homestead was valid and subsisting at decedent’s death and that title thereto vested in petitioner as the surviving spouse. The administratrix appeals from the order granting the petition.

Petitioner and decedent were married in 1933 and thereafter occupied the property until after January 11, 1945. In 1944, petitioner commenced an action for divorce and decedent cross-complained for separate maintenance. On January 11, 1945, decedent filed a declaration of homestead on the property without the actual knowledge of petitioner.

In March, 1945, petitioner and decedent entered into a property settlement agreement whereby petitioner agreed to convey to his “wife as her separate property, all of his right, title, claim and interest in and to the community property of [351]*351the parties, consisting of a house and lot . . . which property is held as joint tenants with right of survivorship; the foregoing is to be effective when wife procures her interlocutory decree of divorce. ...” The agreement also provided that “Each party does hereby release, relinquish and waive to the other any and all claims he or she may now have or may hereafter acquire against the other for support and maintenance, or otherwise and does hereby release, relinquish and waive all rights to administer upon the estate of the other after the death of such other, and does hereby release, relinquish and waive unto such party his or her successors and next of Icin or heirs at law any right or claim for family allowance, homestead, support or maintenance, or otherwise, against such other’s estate, and agrees not to hereafter claim any interest in the other’s property, except as herein provided.” [Italics added.]

On May 1, 1945, decedent amended her cross-complaint to pray for divorce and was granted an interlocutory decree approving the property settlement agreement. On the same date, pursuant to the agreement, petitioner executed a deed conveying the property to decedent. No appeal was taken from the interlocutory decree, and it has now become final. On May 27, 1945, decedent died.

Thereafter, petitioner filed an action in equity against the administratrix of decedent’s estate, alleging that he and decedent had become reconciled and that they had orally agreed to cancel the deed conveying the property. He prayed that the interlocutory decree of divorce be vacated, the property settlement agreement be set aside, and the deed be can-celled. The court entered judgment for the administratrix, finding that at the time of decedent’s death the property was her separate property and the administratrix had the right to possession thereof. That judgment has now become final.

"If the homestead selected by the husband and wife, or either of them, during their coverture, and recorded while both were living, was selected from the community property . . . it vests, on the death of either spouse, absolutely in the survivor.” (Prob. Code, § 663; see, also, Civ.Code, § 1265.) Since the interlocutory decree of divorce did not dissolve the marriage (Estate of Seiler, 164 Cal. 181 [128 P. 334, Ann.Cas. 1914B 1093]; Estate of Dargie, 162 Cal. 51 [121 P. 320]), petitioner is entitled to the property as the surviving spouse unless the homestead was abandoned by the property settlement agreement or deed to the property, or unless he is barred [352]*352from asserting any interest in the property by reason of the judgments in the divorce or equity actions.

The property settlement agreement and deed were ineffectual as declarations of abandonment of the homestead. “A homestead can be abandoned only by a declaration of abandonment, or a grant thereof, executed and acknowledged: 1. By the husband and wife, if the claimant is married . . .” (Civ. Code, § 1243; see, also, Civ. Code, §1242) and “is effectual only from the time it is filed in the office in which the homestead was recorded.” (Civ. Code, § 1244.) There is no evidence that either the agreement or the deed was jointly acknowledged by petitioner and decedent or that these instruments were recorded. Since the statutory requirements must be strictly complied with (Dixon v. Russell, 9 Cal.2d 262 [70 P.2d 196]; Freiermuth v. Steigleman, 130 Cal. 392 [62 P. 615, 80 Am.St.Rep. 138]), it must be concluded that the effect of these instruments was, not to terminate the homestead with its right to survivorship in the surviving spouse, but to convey the property to decedent as her separate property. (Dixon v. Russell, supra, 9 Cal.2d 262; Wall v. Brown, 162 Cal. 307 [122 P. 478]; Brandon v. Faria, 99 Cal.App. 594 [279 P. 192].)

Appellant asserts, however, that the interlocutory decree of divorce effectually and finally disposed of the property rights of the parties and cannot be attacked in this proceeding, since the time for appeal therefrom has elapsed.

Section 146 of the Civil Code provides: “If a homestead has been selected from the community property, it may be assigned to the party to whom the divorce is granted. . . . The assignment may be either absolutely or for a limited period. ...” Accordingly, if the court in the divorce action made an assignment of the homestead to decedent, petitioner can claim no interest in the property. (Simpson v. Simpson, 80 Cal. 237 [22 P. 167]; Towne v. Towne, 6 Cal.App. 697 [92 P. 1050].) Appellant contends that the court made such an assignment by approving the property settlement agreement.

Two questions are thus presented: (1) Did the parties intend by the instruments in question to effect a complete and final settlement of all their rights to the property including any right to a homestead that may have been declared thereon? (2) Was the court’s approval of the agreement tantamount to an assignment of the homestead to decedent? If, as petitioner asserts, the parties did not intend to convey the homestead to decedent, mere approval of the [353]*353agreement by the court could not terminate petitioner’s interest therein.

Petitioner points out that the agreement does not refer to the recorded homestead and that he did not have actual knowledge thereof at the time the agreement was executed. These facts are of course material to the question whether it was the parties’ intention to convey the homestead to decedent by the agreement in question. It has been held, however, that an instrument is effective as a declaration of abandonment of a homestead even though it makes no reference thereto, when the object of the instrument is to effect a “complete settlement and adjustment of all their property rights.” (Estate of Winslow, 121 Cal. 92, 94 [53 P. 362].)

Petitioner conveyed to decedent “all of his right, title, claim and interest in and to” the property which, the agreement recites, was held by the parties “as joint tenants with right of survivorship.” He also agreed to forego, without reservation, the assertion of any future claim he might have to the property including the right to a homestead therein.

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Estate of Teel
210 P.2d 1 (California Supreme Court, 1949)

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Bluebook (online)
210 P.2d 1, 34 Cal. 2d 349, 1949 Cal. LEXIS 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-teel-cal-1949.