Harrington v. Saladino

166 Cal. App. 4th 396, 82 Cal. Rptr. 3d 436, 2008 Cal. App. LEXIS 1363
CourtCalifornia Court of Appeal
DecidedAugust 6, 2008
DocketNo. B201326
StatusPublished
Cited by1 cases

This text of 166 Cal. App. 4th 396 (Harrington v. Saladino) 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
Harrington v. Saladino, 166 Cal. App. 4th 396, 82 Cal. Rptr. 3d 436, 2008 Cal. App. LEXIS 1363 (Cal. Ct. App. 2008).

Opinion

Opinion

ASHMANN-GERST, J.

Mark J. Saladino, a public administrator for the County of Los Angeles (the Public Administrator), challenges a probate court order appointing respondent Elke Harrington (Harrington) administrator of the estate of Johanna A. Heath (the decedent). The Public Administrator contends that Harrington did not “succeed” to a portion of the decedent’s estate, as required by Probate Code section 8462, subdivision (a),1 by virtue [399]*399of her mother’s assignment of a portion of her interest in the estate to Harrington. Rather, succession occurs only by operation of law.

We agree with the Public Administrator. Accordingly, we reverse the probate court order appointing Harrington as the administrator of the decedent’s estate and direct the probate court to enter a new and different order appointing the Public Administrator as the estate’s administrator.

FACTUAL AND PROCEDURAL BACKGROUND

On October 15, 2006, the decedent, a resident of Baldwin Park, California, died intestate. She was survived by two sisters, Erika Muller and Elisabeth Maierhofer (Maierhofer), five nephews of two predeceased brothers, and Maierhofer’s daughter, Harrington. All of the decedent’s relatives, except Harrington, live in Germany. Harrington resides in Michigan.

On December 6, 2006, Harrington filed a petition for letters of administration, seeking to be appointed administrator of the decedent’s estate. On February 21, 2007, the Public Administrator filed a competing petition for letters of administration. In his petition, the Public Administrator asserted that because all persons entitled to distribution from the estate reside overseas, they are disqualified from acting as administrator or from nominating an administrator. Likewise, as Harrington was not a beneficiary of the estate, she lacked priority to administer the estate. (§§ 8461, 8462.)

On April 13, 2007, Harrington filed an assignment of interest in estate. That document reflected Maierhofer’s assignment of 5 percent of her interest in the decedent’s estate to Harrington.

After entertaining oral argument and taking the matter under submission, the probate court rendered its ruling, granting Harrington’s petition, appointing Harrington administrator of the decedent’s estate, and denying the Public Administrator’s petition.

The Public Administrator’s timely appeal ensued.

DISCUSSION

I. Standard of review and principles regarding statutory interpretation

Statutory construction is a question of law that we review de novo. (Barner v. Leeds (2000) 24 Cal.4th 676, 683 [102 Cal.Rptr.2d 97, 13 P.3d 704].)

[400]*400“ ‘In construing a statute, our fundamental task is to ascertain the Legislature’s intent so as to effectuate the purpose of the statute. [Citation.] We begin with the language of the statute, giving the words their usual and ordinary meaning. [Citation.] The language must be construed “in the context of the statute as a whole and the overall statutory scheme, and we give ‘significance to every word, phrase, sentence, and part of an act in pursuance of the legislative purpose.’ ” [Citation.] In other words, “ ‘we do not construe statutes in isolation, but rather read every statute “with reference to the entire scheme of law of which it is part so that the whole may be harmonized and retain effectiveness.” [Citation.]’ ” [Citation.] If the statutory terms are ambiguous, we may examine extrinsic sources, including the ostensible objects to be achieved and the legislative history. [Citation.] In such circumstances, we choose the construction that comports most closely with the Legislature’s apparent intent, endeavoring to promote rather than defeat the statute’s general purpose, and avoiding a construction that would lead to absurd consequences. [Citation.]’ [Citation.]” (Estate of Garrett (2008) 159 Cal.App.4th 831, 836 [71 Cal.Rptr.3d 864].)

II. The probate court erred in appointing Harrington administrator of the decedent’s estate

When a decedent dies intestate, an administrator must be appointed to administer the estate. (§ 8460, subd. (a).) Section 8400, subdivision (a) provides that “[a] person has no power to administer the estate until the person is appointed personal representative and the appointment becomes effective. Appointment of a personal representative becomes effective when the person appointed is issued letters.” (§ 8400, subd. (a).) Section 8402 defines which persons are not competent to act as personal representatives. As pertains to the instant appeal, “a person is not competent to act as personal representative . . .” if the person “is not a resident of the United States.” (§ 8402, subd. (a)(4).)

Section 8461 sets forth the priority of persons who are entitled to appointment as administrator. That statute provides, in relevant part: “Subject to the provisions of this article, a person in the following relation to the decedent is entitled to appointment as administrator in the following order of priority: [f] . . . [f] (f) Brothers and sisters. fí[] (g) Issue of brothers and sisters. [][]... [f] (p) Public administrator.” (§ 8461.) Per section 8462, “a relative of the decedent. . . has priority under Section 8461 . . .” only if that “relative is entitled to succeed to all or part of the estate.” (§ 8462, subd. (a).)

[401]*401Applying the foregoing statutes, while the decedent’s sisters would have first priority, they are ineligible for appointment as administrators because they do not reside in the United States. (§§ 8402, subd. (a)(4), 8461, subd. (f).) For the same reasons, the decedent’s nephews, who are the issue of her predeceased brothers, also are not competent to be appointed administrators. (§§ 8402, subd. (a)(4), 8461, subd. (g).) Harrington only has priority over the Public Administrator if she is “entitled to succeed to . . . part of the estate” via Maierhofer’s assignment of 5 percent of her interest in the estate to Harrington. (§ 8462, subd. (a).)

We agree with the Public Administrator that the word “succeed” refers to a beneficiary’s right to take from the estate either by will or pursuant to the statutory rules governing intestate succession. (See, e.g., Estate of Wakefield. (1902) 136 Cal. 110, 112 [68 P. 499] [right to succeed to estate of decedent is derived from statute of succession]; Estate of Locke (1968) 258 Cal.App.2d 617, 620-621 [65 Cal.Rptr. 884]; Chambers v. Lamb (1921) 186 Cal. 261, 266 [199 P. 33] [“succession” is “ ‘the acquisition of rights upon the death of another’ ”]; Black’s Law Dict. (6th ed. 1990) p. 1431 [defining “succession” as “[t]he devolution of title to property under the law of descent and distribution”].) It follows that Harrington does not “succeed” to part of the decedent’s estate via Maierhofer’s assignment of 5 percent of her interest in the estate.

Admittedly, many of the cases cited above and noted in the Public Administrator’s opening brief rely upon statutes that defined the word “succession.” (Estate of Wakefield, supra, 136 Cal. at p. 112 [Civ. Code, former § 1383]; Estate of Locke, supra, 258 Cal.App.2d at p. 620 [Prob. Code, former § 200].) The fact that the word “succession” is no longer expressly defined by statute does not alter our analysis.

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Related

Estate of Heath
166 Cal. App. 4th 396 (California Court of Appeal, 2008)

Cite This Page — Counsel Stack

Bluebook (online)
166 Cal. App. 4th 396, 82 Cal. Rptr. 3d 436, 2008 Cal. App. LEXIS 1363, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harrington-v-saladino-calctapp-2008.