Estate of Wilson

64 Cal. App. 3d 786, 134 Cal. Rptr. 749
CourtCalifornia Court of Appeal
DecidedDecember 10, 1976
Docket2880
StatusPublished
Cited by16 cases

This text of 64 Cal. App. 3d 786 (Estate of Wilson) 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 Wilson, 64 Cal. App. 3d 786, 134 Cal. Rptr. 749 (Cal. Ct. App. 1976).

Opinion

64 Cal.App.3d 786 (1976)
134 Cal. Rptr. 749

Estate of EMMETT E. WILSON, Deceased.
TITLE INSURANCE AND TRUST COMPANY et al., Petitioners and Respondents,
v.
NANCY LEASE, Objector and Appellant.

Docket No. 2880.

Court of Appeals of California, Fifth District.

December 10, 1976.

*791 COUNSEL

Batchelor & Wild and William F. Batchelor for Objector and Appellant.

King, Eyherabide, Anspach, Friedman, Robinson & W.E. James and Stephen Eyherabide for Petitioners and Respondents.

OPINION

FRANSON, J. —

INTRODUCTION

This appeal presents the question of whether real and personal property valued at $705,000 and held of record title in joint tenancy by the decedent and his wife, respondent Grace Wilson, should be included in the decedent's probate estate for administration and distribution under his will. Appellant, a niece and residuary beneficiary under decedent's will, contends by reason of the will's original provisions declaring all property of decedent and his spouse, including joint tenancy property, to be community property and Grace Wilson's written consent and election to take under the will, that the character of the joint tenancy property was transmuted by agreement between the spouses to community property and should have been included in the probate estate.

The trial court found that regardless of the decedent's written declarations concerning the joint tenancy property and Grace Wilson's consent thereto, the property remained true joint tenancy property and on decedent's death vested by operation of law in Grace Wilson as the surviving joint tenant.

Because of the trial court's finding, appellant's interest as a residuary legatee will be eliminated in the following manner: apart from the joint tenancy property, approximately $221,000 of community property was owned by the decedent and Grace Wilson at the time of the decedent's death. This property was included in the probate estate. Decedent provided in his will that all federal and state death taxes imposed on any property by reason of his death, whether or not included in his probate *792 estate, and a family allowance to his widow are to be paid out of the residue of his estate which under the will is limited to his one-half interest in the community property. The taxes and family allowance will exhaust the residuary estate and appellant will receive nothing under the will.

FACTS

(1a) The facts giving rise to the dispute are as follows: Emmett E. Wilson, decedent herein, and Grace T. Wilson were married in 1933. Decedent worked as a manager of the Title Insurance and Trust Company in Bakersfield until 1963 when he retired at age 65. He died on November 24, 1971. He and Mrs. Wilson had no children.

During their marriage Mr. Wilson acquired considerable real and personal property in California. Much of the property was put in joint tenancy with Grace Wilson so that the parties would enjoy the right to survivorship. Deeds and documents showing joint tenancy to various properties were kept in a safety deposit box at Crocker Bank. The parties also maintained a joint checking and savings account at Crocker Bank.

In 1966 decedent had attorney Keith Stinson draw up joint and mutual wills for himself and his wife.[1] The original will dated December 1, 1966, purported to dispose of all the community property from his marriage to Grace Wilson. Specifically, the will provided in paragraphs 7 and 12:

"It is my intention by this will to dispose of my one-half of the community property; my wife's one-half of the community property and all of my separate property.

*793 "I declare that all property which now stands in joint tenancy, in my name and the name of my said wife, except our residence and bank checking accounts, is wholly community property. In addition to any separate property which I may own at the time of my death, I intend hereby to dispose of the entire community estate, believing that my said wife will be most benefited by the provisions herein made for her and it is my desire that she accept these provisions rather than claim under such rights as may be given her by law, except that, in any event, she shall be entitled to a family allowance out of my estate.

"In the event my said wife shall elect to take such rights as are given her by law, I then direct that the bequest in her favor contained herein regarding the residence, the household goods, and personal adornment, shall remain valid and operative and that all other bequests, devices [sic] and provisions in her favor herein contained shall be deemed void and of no effect, but the remaining provisions herein in favor of other persons shall nevertheless be valid and operative.

".... .... .... .... ...

"I have provided herein for the disposition of all my separate property and any quasi community property I may have and the entire community property of my surviving spouse and myself, because of my firm belief that the provisions of this will are in the best interests of my surviving spouse, and I urgently request that my surviving spouse accept these provisions. If my surviving spouse should elect to take the rights given my surviving spouse by law, including the law affecting community property or quasi community property, then my surviving spouse shall receive under this will only the property given outright to my said surviving spouse in connection with personal goods and household adornment, and the remaining provisions hereof, including the provisions for final termination of the trust, shall be carried into effect and the remainder of the trust estate shall be held, administered and distributed by the trustee in the same manner as though my said surviving spouse had predeceased me." (Italics added.)

Under the will decedent created trust "A" (marital trust) and trust "B" (residuary trust). In trust "A" would be placed decedent's spouse's share of the community assets less a proportionate share of the amounts chargeable against the entire community. In trust "B" would be placed the residue of the community estate. If Grace Wilson elected to enter *794 into the terms of the will, she would receive a life estate in the assets bequeathed to trust "A" and "B," and upon her death, the principal remaining in trust "A" would go to those persons whom Grace Wilson would name in her last will, and the residue remaining in trust "B" would go to those persons named in decedent's will.

Thus, the original will included a "forced election," depriving Grace Wilson of all benefits except the specific bequests and a family allowance if she elected to take against the will. The language also declared that all property standing in joint tenancy with named exceptions is wholly community property.

Attached to decedent's will was a "wife's consent" dated December 1, 1966, and signed by Grace Wilson. It provides as follows:

"I hereby certify that I am the wife of EMMETT E.

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Cite This Page — Counsel Stack

Bluebook (online)
64 Cal. App. 3d 786, 134 Cal. Rptr. 749, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-wilson-calctapp-1976.