Hermosillo v. Alderete CA4/1

CourtCalifornia Court of Appeal
DecidedMay 23, 2022
DocketD078816
StatusUnpublished

This text of Hermosillo v. Alderete CA4/1 (Hermosillo v. Alderete CA4/1) 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
Hermosillo v. Alderete CA4/1, (Cal. Ct. App. 2022).

Opinion

Filed 5/23/22 Hermosillo v. Alderete CA4/1 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

LUCERO A. HERMOSILLO, as D078816 Executor, etc.,

Plaintiff and Respondent, (Super. Ct. No. 37-2019- 00024035-PR-PW-CTL) v.

MAYRA E. ALDRETE,

Defendant and Appellant.

APPEAL from an order of the Superior Court of San Diego County, Julia C. Kelety, Judge. Affirmed. James D. Crosby for Defendant and Appellant. Broaden Law, Naima B. Solomon for Plaintiff and Respondent.

Mayra E. Aldrete1 appeals from an order determining title to a share of real property under Probate Code section 850. The court concluded that the disputed share was an asset of Victoria Lucero’s estate based on a 2002 deed

1 Because this matter involves many family members with the same last name, we refer to them initially by their first and last name, and thereafter by first name only. from Filogonio Lucero to Andrew Hermosillo and a subsequent quitclaim from Andrew to Victoria’s estate in 2020. Mayra argues that reliance on the 2002 deed and the subsequent quitclaim at trial was a material variance from the allegations of Lucero Hermosillo’s petition, requiring reversal. According to Mayra, the petition alleged that Victoria’s estate owned the disputed share based exclusively on a “1999 Agreement”—a claim Mayra argues is barred by the statute of frauds. Even if the court could properly consider the 2002 deed, Mayra contends that the deed from Filogonio to Andrew was ineffective because it does not sufficiently describe the property to be transferred. Lastly, Mayra asserts there is no evidence of a quitclaim by Andrew to Victoria’s estate. We reject Mayra’s arguments. There was no material variance between the petition and proof at trial, and even if there was, the trial court did not abuse its discretion in allowing the petition to be amended to conform to proof. Thus, the “1999 Agreement” is irrelevant, as is Mayra’s statute of frauds argument based on its asserted unenforceability. And while the 2002 deed was missing an attachment that purported to provide a description of the property Filogonio transferred to Andrew, substantial evidence supports the trial court’s finding that the assessor’s parcel number on the deed, together with extrinsic evidence, established that the 2002 deed sought to transfer the disputed share. Finally, because there is no reporter’s transcript of the trial, we must presume evidence was presented to support the trial court’s finding that Andrew subsequently quitclaimed the disputed share to Victoria’s estate. Accordingly, we affirm the order. FACTUAL AND PROCEDURAL BACKGROUND In 1997, Maria Felix Pelayo passed away without leaving a will, leaving behind seven children, two of whom were Filogonio and Victoria.

2 Through administration of Maria’s estate in 1999, the probate court awarded each sibling a one-seventh share of the real property owned by Maria, to be held as equal tenants-in-common. The probate court’s order identified only one piece of real property owned by Maria at her death, located at 705- 707 65th Street, San Diego, California, with Assessor’s Parcel Number (A.P.N.) 549-101-38-00. The dispute in this case is over who owns the one-seventh share of property that Filogonio inherited from his mother. Lucero is the executor of the estate of Filogonio’s sister Victoria. She has argued the disputed share belongs to Victoria’s estate. Mayra, contends the disputed share belongs to her. In her verified petition, filed on August 14, 2019, Lucero alleged the basis of Victoria’s estate’s claim to the disputed share as follows: “4. [Victoria] . . . died having a claim to an additional one- seventh interest in the PROPERTY as tenant-in-common (the ‘DISPUTED SHARE’). The DISPUTED SHARE was acquired by her brother FILOGONIO LUCERO, currently a resident of Tijuana, Mexico, pursuant to the INHERITANCE DECREE. [¶] . . . [¶]

“19. Petitioners are informed and believe that in or around 1999, FILOGONIO LUCERO agreed to transfer his right, title and interest in and to the property, i.e., the DISPUTED SHARE, to [Victoria] in exchange for an immediate payment of an unknown amount and support payments throughout his lifetime.

“20. [Victoria] paid the immediate payment amount to FILOGONIO LUCERO and supported FILOGONIO LUCERO until her death. She even claimed him as her dependent for federal tax purposes.

3 “21. Petitioners are informed and believe that [Victoria’s] son ANDREW HERMOSILLO agreed to hold title to the DISPUTED SHARE for [Victoria’s] benefit.”

In her trial brief, Lucero claimed that in August 2002, Filogonio asked Victoria for a large sum of money. They allegedly agreed that in exchange for Victoria giving him the money and supporting him over his lifetime, he would sign over his one-seventh share of the property to Victoria through a strawman—Victoria’s son, Andrew. Andrew held the disputed share in his name for his mother because she had tax liens and did not want the disputed share to be encumbered. To memorialize the agreement, in August 2002, Jaime Pelayo Casados (another of Maria’s seven children/heirs) went to a jail in Mexico where Filogonio was located and witnessed him sign a deed granting the disputed share to Andrew. A notary accompanied Jaime, but was not allowed into the jail and was therefore only able to notarize Jaime’s signature as a credible witness to Filogonio’s signature. Lucero argued that the 2002 deed was a valid conveyance of the disputed share from Filogonio to Andrew. Andrew subsequently executed a deed granting the disputed share to Victoria’s estate. Mayra argued that she owned the disputed share. She claimed that Filogonio transferred his one-seventh interest to her by a grant deed dated June 20, 2019, and recorded in the Official Records of San Diego County on June 21, 2019. Mayra urged that because there is no other recorded deed from Filogonio to any other individual or entity, Mayra holds record title to the disputed share. In response to Lucero’s claims, Mayra contended that Lucero could not rely on any 1999 agreement for Filogonio to sell the disputed share to Victoria, to be held by Andrew, as alleged in Lucero’s petition because there is no writing memorializing such an agreement. According to Mayra, such

4 claim would be barred by the statue of frauds. She also argued that Lucero should be precluded from relying on the 2002 deed because it was not an exhibit to Lucero’s petition and was formally produced only three weeks prior

to the then-scheduled trial date.2 She then went on to address the merits of the 2002 deed, asserting there was no credible evidence that Filogonio signed it, execution of a deed cannot be proven by a subscribing witness, and the

deed did not sufficiently describe the property to be transferred.3 At trial, the court received the 2002 deed into evidence over Mayra’s counsel’s objection. It contains the assessor’s parcel number, “A.P.N.: 549- 101-38-00” and states that “Filogonio Lucero, Son, who erroneously acquired title as Filogonia Lucero, Daughter, hereby GRANT(S) his 1/7th interest as tenant-in-common to, Andrew Hermosillo, a single man the following described real property in the County of San Diego, State of California: see Attached Exhibit ‘A’.” There is no “Exhibit A” attached to the 2002 deed. Mayra, Lucero, Jaime and Andrew testified at trial. There is no reporter’s transcript of the trial.

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

Related

Hayes v. Richfield Oil Corp.
240 P.2d 580 (California Supreme Court, 1952)
Edwards v. City of Santa Paula
292 P.2d 31 (California Court of Appeal, 1956)
Foreman & Clark Corp. v. Fallon
479 P.2d 362 (California Supreme Court, 1971)
Trafton v. Youngblood
442 P.2d 648 (California Supreme Court, 1968)
Denham v. Superior Court
468 P.2d 193 (California Supreme Court, 1970)
Baker v. Ramirez
190 Cal. App. 3d 1123 (California Court of Appeal, 1987)
General Credit Corp. v. Pichel
44 Cal. App. 3d 844 (California Court of Appeal, 1975)
Wishart v. Claudio
207 Cal. App. 2d 151 (California Court of Appeal, 1962)
Kashmiri v. Regents of the University of California
67 Cal. Rptr. 3d 635 (California Court of Appeal, 2007)
In Re Estate of Fain
89 Cal. Rptr. 2d 618 (California Court of Appeal, 1999)
Gaffny v. Michaels
238 P. 746 (California Court of Appeal, 1925)
Best v. Wohlford
78 P. 293 (California Supreme Court, 1904)
Sky River LLC v. County of Kern
214 Cal. App. 4th 720 (California Court of Appeal, 2013)
Ewald v. Nationstar Mortg., LLC
220 Cal. Rptr. 3d 751 (California Court of Appeals, 5th District, 2017)

Cite This Page — Counsel Stack

Bluebook (online)
Hermosillo v. Alderete CA4/1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hermosillo-v-alderete-ca41-calctapp-2022.