Heltcel v. Wells Fargo American Trust Co.

200 Cal. App. 2d 398, 19 Cal. Rptr. 352, 1962 Cal. App. LEXIS 2724
CourtCalifornia Court of Appeal
DecidedFebruary 16, 1962
DocketCiv. No. 10282
StatusPublished
Cited by1 cases

This text of 200 Cal. App. 2d 398 (Heltcel v. Wells Fargo American Trust Co.) 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
Heltcel v. Wells Fargo American Trust Co., 200 Cal. App. 2d 398, 19 Cal. Rptr. 352, 1962 Cal. App. LEXIS 2724 (Cal. Ct. App. 1962).

Opinion

SCHOTTKY, J.

Clyde E. Heltcel died on February 16, 1960. Surviving him are his widow, Jane, and a niece, Lueymae Heltcel Allen.

[399]*399His will dated October 29, 1959, was admitted to probate. By it the deceased bequeathed his entire estate to the American Trust Company (now Wells Fargo Bank), as trustee. By the terms of the will Jane was to receive a minimum of $200 a month for life. Upon her death the balance of the trust was to be paid to the Linden Lions Club which was to use the money to create a scholarship fund. Thereafter Lucymae Heltcel Allen filed a petition to determine the interests in the estate. On August 4, 1960, Jane Heltcel filed a petition in which she asked the court to determine the community and separate property. The bank and the Linden Lions Club filed statements of interest.

After a hearing the court entered its judgment in which it was determined that all of the property in the estate was separate property except some farm equipment appraised at $1,731 and the proceeds of some hospital insurance appraised at $1,383.48. The court reserved jurisdiction to determine the interests in the estate until the termination of the trust.

The record discloses that the property determined to be separate property of the deceased consisted of the following:

1. Savings account in the sum of... $24,552.42 2. Note of Alexander and Marie Sambado .................. $26,628.00 Accrued interest.............. 517.76 27,145.76 3. Real property................ 55,000.00 4. Miscellaneous items........... 1,295.71 $107,993.89

The record discloses that in 1940, prior to his marriage, the deceased inherited two parcels of property from his mother. One parcel, less 8.20 acres, is the parcel remaining in the estate. It was appraised at $55,000. This property was improved prior to the marriage with a small four-room house. After marriage a laundry room and a place for a deep freeze were added. Some improvements were also made to the land.

The second parcel was sold to Alexander Sambado. The deceased received $8,527.42 in cash and a note for $33,285 on October 13, 1958.

On July 17, 1959, the deceased received $16,661.19 from his brother’s estate.

At the time of his death decedent had a savings account. The first entry, dated October 13, 1958, was $8,527.42. The second deposit, dated July 17, 1959, was for $9,000. The third deposit, dated October 7, 1959, was for $6,657, which was the [400]*400amount of principal received on the annual payment of the Sambado note.

Jane Heltcel, the widow, has appealed from the judgment. Appellant outlines her position as follows:

“The question involved is what portion of the property originally separate property, becomes community property where the husband devotes his entire time to its development and improvement during 15 years of marriage?
“It is the contention of Appellant that where there has been an increment in the value of the original separate property, a portion thereof becomes community property under the facts of this case and that the trial court erred in its failure to recognize this.”

Section 163 of the Civil Code provides: “Separate Property of the Husband. All property owned by the husband before marriage, and that acquired afterwards by gift, bequest, devise, or descent, with the rents, issues, and profits thereof, is his separate property.”

In Estate of Jenkins, 110 Cal.App.2d 98 [242 P.2d 107], the court, quoting from the earlier case of Estate of Trelut, 26 Cal.App.2d 717 [80 P.2d 147], said at page 99: “ ‘The sufficiency of the evidence is generally a matter for the trial court or jury, and the findings or verdict will not be lightly set aside. Following the general rule, a finding of the trial court that property is either separate or community in character is binding and conclusive upon the appellate court, if it is supported by sufficient evidence, or if it is based on conflicting evidence or upon evidence that is subject to different inferences. (3 Cal.Jur. Supp. 573.) Further, a finding against a presumption is binding upon the appellate court (Estate of Cronvall, 220 Cal. 503 [31 P.2d 372]), unless the evidence to rebut it is so weak and improbable that the finding is without substantial support. (Olson v. Cornwell, 134 Cal.App. 419 [25 P.2d 879].) It is finally in each case a question of fact for the court or jury to determine whether the evidence is sufficient to overcome the presumption. The rule has been expressed as follows: “If, upon an analysis of evidence of substantial character, in the light of established rules, the mind of the trial judge, exercising reasonable discrimination, is satisfied that the naked presumption in favor of community property has been outweighed, then the findings of the trial court must prevail.” (3 Cal.Jur. Supp. 575, citing Estate of Tompkins, 123 Cal.App. 670 [11 P.2d 886].) The presumption in favor of community property is disputable and may be [401]*401controverted by evidence “even by an inference tending to prove the contrary intention.” (Estate of Bryant, 3 Cal.2d 58, 68 [43 P.2d 529].)’ ”

Appellant relies heavily on the rule stated in Berry v. Berry, 117 Cal.App.2d 624 [256 P.2d 646], and a number of similar cases. She quotes from Berry v. Berry, at page 626, as follows: “Basically, the problem facing the trial court was to determine the extent of the community interest in the accumulations during the marriage. The parties stipulated as to the book value of plaintiff’s assets as of December 31, 1949, and further stipulated as to the amount of all gains after taxes made by plaintiff between January 1, 1943 and December 31, 1949. The court then found that all ordinary income of the various businesses was community property. It further found as to specific transactions involving sales of businesses and various assets what proportions, if any, of the gains were community. From these totals of community gains the court deducted the living expenses of the parties paid by plaintiff, and after finding that the remaining community gains had been reinvested and were included in the December 31, 1949, asset total, made the awards in question. Broadly, the question on appeal is whether the trial court proceeded properly.

( (

“The ease was tried on the theory that the value of plaintiff’s services was the major factual question to be determined. Plaintiff devoted all his time to the business and the court found all the earnings of the business were due to his services and were therefore community property. This finding was definitely favorable to defendant. The method used was a proper one.

“In the leading ease of Pereira v. Pereira, 156 Cal. 1 [103 P. 488, 134 Am.St.Rep. 107, 23 L.R.A. N.S.

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Related

Estate of Heltcel
200 Cal. App. 2d 398 (California Court of Appeal, 1962)

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Bluebook (online)
200 Cal. App. 2d 398, 19 Cal. Rptr. 352, 1962 Cal. App. LEXIS 2724, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heltcel-v-wells-fargo-american-trust-co-calctapp-1962.