In Re Estate of Ford

116 Cal. Rptr. 2d 858, 96 Cal. App. 4th 386
CourtCalifornia Court of Appeal
DecidedJune 12, 2002
DocketA094755
StatusPublished
Cited by1 cases

This text of 116 Cal. Rptr. 2d 858 (In Re Estate of Ford) 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
In Re Estate of Ford, 116 Cal. Rptr. 2d 858, 96 Cal. App. 4th 386 (Cal. Ct. App. 2002).

Opinion

116 Cal.Rptr.2d 858 (2002)
96 Cal.App.4th 386

ESTATE OF Arthur Patrick FORD, Deceased.
Terrold Bean, Petitioner and Appellant,
v.
John J. Ford III et al., Objectors and Respondents.

No. A094755.

Court of Appeal, First District, Division Two.

February 21, 2002.
As Modified on Denial of Rehearing March 12, 2002.
Review Granted June 12, 2002.

*859 Patrick Sullivan (No. 67339), Oakland, CA, Attorney for Appellant.

Thomas J. Williams (No. 29085), San Francisco, CA, Attorney for Respondent.

HAERLE, J.

I. INTRODUCTION

This is an appeal from an order of the probate court denying the claim of appellant Terrold Bean (hereafter Bean) to be the equitably adopted son of decedent Arthur Patrick Ford (hereafter Ford) and *860 hence inherit Ford's intestate estate. We affirm.

II. FACTUAL AND PROCEDURAL BACKGROUND

In September 1955, Bean, then a little over one year old, was placed in the foster care of Ford and his wife. At the time, the Fords acted as foster parents for many children placed in their care by, mainly, the San Francisco Superior Court. The Fords were paid a monthly stipend by the City and County of San Francisco for their foster care. Bean was one of approximately 10 foster children taken in by the Fords at about the same time.

In early 1958, Bean was judicially freed from his natural mother's care, custody and control and was thus available for adoption. Bean remained as a foster child in the Ford household for approximately 18 years overall. During that period, many other foster children were reunited with their natural parents or adopted, but Bean was never interviewed by any prospective adoptive parents nor was his name placed in the Fords' foster children register. He was also kept in the household even after the Fords stopped accepting new foster children. During his 18 years in the Ford household, Bean testified, they changed his religion from Protestant to Catholic, called him "son" in the presence of others, encouraged a brother-sister relationship with their only child, Mary Catherine Ford (Mary Catherine), and included him in family vacations. Similarly, he referred to the Fords as "mom" and "dad" and to Mary Catherine as his sister.

The Fords never applied to adopt Bean. Indeed, Bean admitted that neither Ford discussed the subject of adoption with him during his 18 years with them, nor did they promise to adopt him or provide him with any inheritance. On the other hand, Bean testified that Mary Catherine told him once that her parents had wanted to adopt him, but did not do so due to unspecified problems with the natural mother and paperwork. Similarly, a former neighbor and friend of the Fords testified that the Fords wanted to adopt Bean, but Mrs. Ford was worried that, if they tried to do so, Bean might be temporarily removed from their custody and mistreated.

In 1973, Mrs. Ford died. Bean, although 18 then, stayed at the Ford home for another two years and during that period, he financially contributed to the household from his income as a butcher. In 1975, at age 20, he left the Ford household and a few years later was married. Ford loaned Bean $5,000 to start a new household, and later forgave a $2,000 balance when Bean's marriage failed. Throughout this time, Bean continued to stay in touch with both Ford and Mary Catherine.

In 1989, Ford suffered a fall and disabling stroke. Mary Catherine, who never married, was apparently unable to cope with Ford's post-stroke medical needs, and Bean persuaded her that Ford needed to be placed in an elder care facility. Bean visited Ford in that facility on a regular basis.

Later in 1999, Mary Catherine died of cancer; her life insurance proceeds were designated to go to her father, Ford. Bean, identified in the policy as her brother, was named as alternate beneficiary. The same former neighbor and friend of the Fords testified that Mary Catherine had assumed she would outlive her father and intended to put Bean's "name on the house with mine because I have no other family."

In any event, after Mary Catherine's death Bean obtained a temporary power of attorney from Ford and petitioned the Superior Court for the appointment of a long-time *861 family friend who lived near Ford's care facility, Joan Malpassi, as Ford's conservator. Bean and Malpassi participated in the decision to put Ford on life support systems at his nursing home and, during the same general period, also arranged for Mary Catherine's funeral. Bean was appointed administrator of the latter's estate, which was distributed to the Ford conservatorship.

On May 22, 2000, Ford died intestate. His nearest relatives, respondents herein, were his nephew, John J. Ford III, and his niece, Veronica Newbeck. Neither had any contact with Ford over the last 15 years of his life. Malpassi, the conservator, advised the nephew of his uncle's and cousin's death via counsel. On June 29, 2000, both Malpassi and Ford's nephew filed petitions for letters of administration. The nephew's petition listed only himself as Ford's heir, while Malpassi's listed the nephew, Ford's niece's three sons, and Bean as potential heirs. (The nephew was apparently under the impression that his sister was deceased, and had so advised Malpassi's counsel.) On July 31, 2000, the probate court appointed Malpassi special administrator. On August 7, 2000, the nephew filed a petition to determine heirship (Prob.Code, § 11700[1]), this time listing both himself and his sister as Ford's heirs. On October 4, 2000, Bean filed a "Statement of Interest," claiming to be entitled to distribution of Ford's entire estate based on both foster child heirship (§ 6454) and the doctrine of equitable adoption. (§ 6455.)

A one-day bench trial was held on December 18, 2000, and briefs filed both before and after trial. On March 12, 2001, the court issued its tentative ruling holding, inter alia, that because Bean did not meet the foster child heirship requirements of section 6454, he had not proven equitable adoption. Bean's counsel filed objections contending, inter alia, that the court's tentative decision confused the two concepts and that, in any event, the standard of "clear and convincing evidence" was not applicable to a claim of equitable adoption under section 6455.

On April 10, 2001, the trial court issued a revised ruling and order denying Bean's claim. In it, the court concluded that there was no clear and convincing evidence of an intent by Ford to equitably adopt Bean, and thus denied Bean's claim. A timely notice of appeal was filed. (See § 1303, subd. (g).)

III. DISCUSSION

A. The Trial Court's Ruling and Issues on Appeal

Initially, Bean contended before the trial court that he was entitled to the entire Ford estate under both sections 6454 and 6455. The former provides, inter alia, that a foster child may inherit via intestate succession if (1) the foster parent-child relationship continued throughout the joint lifetimes and (2) there is "clear and convincing evidence" that the foster parent would have adopted the foster child "but for a legal barrier." (§ 6454.) By the time his trial brief was filed, however, Bean had apparently abandoned any argument based on section 6454 and, instead, argued solely the applicability of the equitable adoption doctrine recognized by section 6455. That section provides, simply: "Nothing in this chapter affects or limits application of the judicial doctrine of equitable adoption for the benefit of the child or the child's issue." (§ 6455.)

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