Estate of Wegman CA5

CourtCalifornia Court of Appeal
DecidedJune 15, 2016
DocketF071913
StatusUnpublished

This text of Estate of Wegman CA5 (Estate of Wegman CA5) 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 Wegman CA5, (Cal. Ct. App. 2016).

Opinion

Filed 6/15/16 Estate of Wegman CA5

NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIFTH APPELLATE DISTRICT

Estate of CHARLES PATRICK WEGMAN, Deceased.

BARBARA ANN ROGERS, F071913

Petitioner and Appellant, (Super. Ct. No. S1501-PB-62164)

v. OPINION CONNIE WEGMAN, as Administrator, etc.,

Objector and Respondent.

APPEAL from a judgment of the Superior Court of Kern County. Ralph W. Wyatt, Judge.

Melvin J. Thompson for Petitioner and Appellant. Klein, DeNatale, Goldner, Cooper, Rosenlieb & Kimball, Catherine E. Bennett and Larry L. Fields for Objector and Respondent. -ooOoo-

SEE CONCURRING OPINION INTRODUCTION Charles Patrick Wegman died on August 24, 2012, intestate. His daughter, Connie Wegman,1 petitioned the probate court to be appointed administrator of his estate. Decedent’s long-time partner, Barbara Ann Rogers, objected. The parties negotiated a settlement agreement and Rogers agreed to withdraw her objections. Among other conditions, the parties stipulated to the following: “BARBARA ANN ROGERS will file, on or before November 4, 2013, a Petition to Determine Right of Ownership of Property. (Marvin Petition).”2 Rogers filed her Marvin petition, claiming ownership of certain assets and property of the estate and seeking compensation for the household services she rendered. Wegman successfully demurred, arguing the statute of limitations on Rogers’ claims had expired on August 24, 2013, almost one full month prior to the date the parties negotiated their settlement agreement. After sustaining a demurrer to Rogers’ amended petition, the probate court sustained a demurrer to her second amended petition without leave to amend. We are initially presented with whether the parties agreed to waive the statute of limitations pursuant to their settlement agreement. If so, Rogers argues, estoppel, res judicata, as well as fraudulent and bad faith conduct by Wegman preclude Wegman from asserting the statute of limitations as an affirmative defense. In the alternative, Rogers claims the objections she filed in response to Wegman’s petition to be appointed administrator constitute the commencement of an action within one year of decedent’s death, making her claims timely. We find no reasonable probability Rogers’ petition can be amended, and affirm the judgment.

1To avoid confusion, we refer to Charles Patrick Wegman as decedent and Connie Wegman as Wegman. 2Marvin v. Marvin (1976) 18 Cal.3d 660 (Marvin).

2. FACTUAL AND PROCEDURAL HISTORY This case comes before us on a judgment of dismissal after Wegman’s demurrer was sustained without leave to amend, so we accept as true all facts pled in the complaint, or in this case, Rogers’ Marvin petition. Rogers began living with decedent in June 1992. The couple maintained a long- term committed relationship, but never married or registered as domestic partners. When the couple moved in together, Rogers and decedent orally agreed to take care of each other for the rest of their lives. In reliance on this promise, Rogers quit her job and began taking care of their home. During the course of their relationship, the couple acquired real and personal property together, including a home in Wasco, two businesses, multiple vehicles, and household furniture. Although title to the property was held in decedent’s name alone, the property was purchased and maintained with funds and efforts from both Rogers and decedent. Decedent died intestate on August 24, 2012. After his death, Wegman petitioned the probate court to be appointed administrator of her father’s estate. Rogers filed objections to Wegman’s petition, asserting Wegman was not suited to serve as administrator of the estate. On September 19, 2013, the date the matter was set for trial, the parties negotiated a settlement agreement subsequently approved by the probate court and made a part of the order for probate. The agreement provides the following:

“The objections of BARBARA ANN ROGERS are withdrawn conditional upon following:

“1. BARBARA ANN ROGERS is to continue to reside and occupy the residence and property located at 1322 and 1324 Griffith Avenue, Wasco, California 93280 (hereinafter ‘PROPERTY’) until a determination is made on her claim for ownership of PROPERTY, subject to her payment of the taxes and insurance for the time she resides there. (Marvin Petition)

3. “2. The lock to the Poso Drive South gate to the PROPERTY shall be replaced with a lock that may be opened by both the estate and BARBARA ANN ROGERS and both [Wegman] and BARBARA ANN ROGERS shall be provided with a key or combination to any lock placed on the gate.

“3. BARBARA ANN ROGERS will file, on or before November 4, 2013, a Petition to Determine Right of Ownership of Property. (Marvin Petition).

“4. At a mutually agreed date, [Wegman] shall be permitted to remove her lawn maintenance equipment from the shop and BARBARA ANN ROGERS shall be permitted to remove her 1964 Nova automobile and children’s bicycles and toys. Neither party will remove any additional property from the shop without the prior written consent of the other party.” On November 4, 2013, Rogers filed a “Petition to Enforce Agreement for Ownership of Real and Personal Property and for Damages,” referred to by the parties as a Marvin petition based on the gravamen of Rogers’ claims. In Marvin, our Supreme Court held express or implied contracts between nonmarital cohabitants could be enforced. (Marvin, supra, 18 Cal.3d at pp. 670-671.) Such contracts may arise from an oral agreement between partners to combine their efforts and earnings and share equally all property accumulated during the relationship, or to compensate one of the partners for homemaking services provided. Marvin agreements are enforceable against an estate when one of the parties to the agreement dies (Byrne v. Laura (1997) 52 Cal.App.4th 1054, 1064), and typically manifest in probate cases from the deceased partner’s failure to make a will or a testamentary disposition. (Allen v. Stoddard (2013) 212 Cal.App.4th 807, 812.) Wegman, as the administrator of the estate, successfully demurred to Rogers’ Marvin petition. The probate court held that because Rogers’ petition was filed more than one year after decedent’s death, her claims were time-barred by the statute of limitations.

4. On October 6, 2014, Rogers filed an amended petition. Her amended petition asserted Wegman waived the statute of limitations based on the following stipulation in the parties’ September 19th settlement agreement: “BARBARA ANN ROGERS will file, on or before November 4, 2013, a Petition to Determine Right of Ownership of Property. (Marvin Petition).” As a result of this stipulation, Rogers argued Wegman was estopped from asserting her claims were time-barred. Wegman demurred. The demurrer did not directly address Rogers’ argument that a waiver was executed, but it did reassert Rogers’ claims were time-barred. Wegman also argued equitable estoppel did not apply because Wegman did not induce Rogers to forgo timely filing her claims—the statutory filing period on Rogers’ claims had already run when the parties negotiated their agreement. The probate court sustained the demurrer. On April 23, 2015, Rogers filed a second amended petition. She argued waiver and res judicata precluded Wegman from asserting the statute of limitations. Wegman demurred a third and final time.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Mt. Vernon Fire Ins. v. Oxnard Hospitality etc.
219 Cal. App. 4th 876 (California Court of Appeal, 2013)
Marvin v. Marvin
557 P.2d 106 (California Supreme Court, 1976)
Scott v. City of Indian Wells
492 P.2d 1137 (California Supreme Court, 1972)
Blank v. Kirwan
703 P.2d 58 (California Supreme Court, 1985)
In Re Complex Asbestos Litigation
232 Cal. App. 3d 572 (California Court of Appeal, 1991)
Harman v. City and County of San Francisco
69 Cal. Rptr. 3d 750 (California Court of Appeal, 2007)
Gailing v. Rose, Klein & Marias
43 Cal. App. 4th 1570 (California Court of Appeal, 1996)
Kong v. CITY OF HAWAIIAN GARDENS REDEVELOPMENT AGENCY
134 Cal. Rptr. 2d 260 (California Court of Appeal, 2002)
Byrne v. Laura
52 Cal. App. 4th 1054 (California Court of Appeal, 1997)
Stewart v. Seward
56 Cal. Rptr. 3d 651 (California Court of Appeal, 2007)
Battuello v. Battuello
64 Cal. App. 4th 842 (California Court of Appeal, 1998)
Estate of Ziegler
187 Cal. App. 4th 1357 (California Court of Appeal, 2010)
Bradley v. Breen
86 Cal. Rptr. 2d 726 (California Court of Appeal, 1999)
Badie v. Bank of America
79 Cal. Rptr. 2d 273 (California Court of Appeal, 1998)
Ferraro v. Camarlinghi
75 Cal. Rptr. 3d 19 (California Court of Appeal, 2008)
Lucido v. Superior Court
795 P.2d 1223 (California Supreme Court, 1990)
City of Stockton v. Superior Court
171 P.3d 20 (California Supreme Court, 2007)
Mycogen Corp. v. Monsanto Co.
51 P.3d 297 (California Supreme Court, 2002)
Horan v. Roan
193 Cal. App. 4th 1526 (California Court of Appeal, 2011)
Mcmackin v. Ehrheart
194 Cal. App. 4th 128 (California Court of Appeal, 2011)

Cite This Page — Counsel Stack

Bluebook (online)
Estate of Wegman CA5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-wegman-ca5-calctapp-2016.