In Re Estate of Osicka

461 P.2d 585, 1 Wash. App. 277, 1969 Wash. App. LEXIS 317
CourtCourt of Appeals of Washington
DecidedNovember 13, 1969
Docket30-40479-2
StatusPublished
Cited by11 cases

This text of 461 P.2d 585 (In Re Estate of Osicka) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington 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 Osicka, 461 P.2d 585, 1 Wash. App. 277, 1969 Wash. App. LEXIS 317 (Wash. Ct. App. 1969).

Opinion

Armstrong, C. J.

Appellant Olga Etheridge, as executrix of the last will and testament of Frank J. Osicka, appeals from an order setting aside the estate property in lieu of homestead to the respondent intervenor Mary Osicka. Respondent had intervened in the administration of the estate petitioning for the award as surviving spouse of Frank J. Osicka.

The case was presented to the court on stipulated facts. The sole issue in the case is whether the property in the estate was separate or community property. If it is separate property of the deceased, the award in lieu of homestead cannot be made. If the property, or any portion of it, is community property, Mary Osicka is entitled to the award in lieu of homestead.

*278 Frank J. Osicka and Mary Osicka were married in Illinois on September 10, 1910. They lived together in Wisconsin, Michigan, and Illinois, but never lived together in the state of Washington.

On May 8, 1945, the parties entered into a separation agreement in the state of Illinois which stated that “Mary L. Osicka is ill and feels that it is to her best interest to remain separate and apart, and to live separate and apart from her husband, Frank J. Osicka.” Her husband acknowledged that she was ill and stated that he considered it to their best interest to live separate and apart. The agreement provided for payment of $300 for her living and medical expenses and additional sums if necessary if this was not adequate for her support and medical expenses until March 1, 1946. No later than March 1, 1946, the husband would dispose of personal property located on their farm and divide the net proceeds of all their property between the parties. The wife agreed to accept the payments and take no action for separate maintenance if the husband carried out the agreement.

On February 23, 1946, the parties entered into another agreement which stated in part: “Whereas the parties hereto did on the 8th day of May, 1945, enter into a certain agreement with reference to the division of all of their property equally between them.” The agreement thereafter acknowledged payment to the wife of $300 in cash and $212.87 received from the sale of poultry. It stated that the husband had sold all his farm personal property and had that date paid her $3,773.49, representing additional living expenses during the period of their separation, one-half the present bank account, and one-half the net proceeds of the sale. The agreement thereafter stated:

It is agreed as follows:

1. Mary L. Osicka accepts receipt of said sum of $3773.49 and accepts the same in full payment, release and discharge of all claims that she may have against the said Frank J. Osicka under the terms of the above mentioned agreement and in full release and discharge of all future support or alimony that she might be entitled to *279 recover from the said Frank J. Osicka. She further agrees that in the event either party hereto should file a complaint either for divorce or separate maintenance that the fund herein above mentioned is accepted by her in lieu of any alimony or support money that might be granted her by any court in such proceedings.
2. Frank J. Osicka hereby releases and discharges the said Mary L. Osicka from any support money or alimony to which he might be entitled from her in the same manner and to the same extent as she has released him under the terms of the preceding paragraph.

Finding of fact No. 3 states:

That during the lifetime of the said Frank J. Osicka, he and the petitioner, his wife, did enter into a written agreement to live separate and apart, and that pursuant to said agreement, they did, in effect, divide their property.

The stipulated facts state:

From and after the 8th day of May, 1945, pursuant to agreement of the aforesaid parties, each of the aforesaid parties lived permanently separate and apart from the other.

(Italics ours.) No action for divorce was ever commenced by either party.

The real estate inventoried in the probate was purchased by the husband for $3,800 on July 26, 1954. The 1955 Nash was acquired no earlier than the fall of 1954. There is no evidence of the source of the funds used for the purchases. The character of ownership of property as community or separate is determined at the time of its acquisition. In re Estate of Witte, 21 Wn.2d 112, 150 P.2d 595 (1944).

On February 25, 1965, the husband, then 78 years of age, died testate. His last will and testament provides in part:

Second: I make no provision whatever in this my Last Will and Testament for my wife, Mary Osicka, from whom I have not been divorced, as she, in the year 1946, entered into a formal agreement in writing releasing me from any and all obligation to her, and dividing our property at that time.
*280 Fourth: After the payment of my funeral expenses, the expenses of my last sickness and the expenses of administration of my estate, and such debts as my estate may be legally obligated to pay, I give, devise and bequeath unto my granddaughter, Karen Etheridge, now of 2718 Ewing Ave, Evanston, Illinois, all the rest and residue of my estate, of whatever character, wherever located, including after acquired property.

On February 28, 1966, a petition was filed and served by the wife seeking an order setting aside the estate property in lieu of homestead. The petition alleges that all the property of the estate is community property. On April 21, 1966, the executrix of the estate of Frank J. Osicka answered that all the property of the estate is the separate property of the deceased.

The parties agreed that if the property is found to be separate property of the deceased husband, the petition of the wife should be dismissed; and if the property or any portion of it should be found to be community property of the husband and wife, the petition should be granted by reason of the language in RCW 11.52.016 which provides:

The awards provided for in RCW 11.52.010 through 11.52.024 [awards in lieu of homestead] shall not be taken from separate property of the deceased which is otherwise disposed of by will.

The statutes relating to community property generally provide that each spouse owns separately all property owned at the time of marriage, any property thereafter acquired gratuitously, and the rents, issues, and profits of separate property. RCW 26.16.010 and RCW 26.16.020. Property acquired after marriage in a manner not specified in those statutes is community property.

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Bluebook (online)
461 P.2d 585, 1 Wash. App. 277, 1969 Wash. App. LEXIS 317, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-osicka-washctapp-1969.