In Re Estate of Roberson

126 Cal. Rptr. 2d 238, 102 Cal. App. 4th 1201
CourtCalifornia Court of Appeal
DecidedOctober 16, 2002
DocketH023665
StatusPublished

This text of 126 Cal. Rptr. 2d 238 (In Re Estate of Roberson) 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 Roberson, 126 Cal. Rptr. 2d 238, 102 Cal. App. 4th 1201 (Cal. Ct. App. 2002).

Opinion

126 Cal.Rptr.2d 238 (2002)
102 Cal.App.4th 1201

ESTATE OF Clifford James ROBERSON, Jr., Deceased.
Ruth E. Carpontier, Petitioner and Appellant,
v.
Pauline Roberson, Objector and Respondent.

No. H023665.

Court of Appeal, Sixth District.

October 16, 2002.
Review Denied January 15, 2003.[*]

*239 William K. Wilburn, Saratoga, Attorney for Petitioner and Appellant: Ruth E. Carpontier.

Michael Patiky Miller, Weinberg, Ziff & Miller, Palo Alto, Attorneys for Objector and Respondent: Pauline Roberson.

BAMATTRE-MANOUKIAN, Acting P.J.

Clifford Roberson promised his companion of twenty years, Ruth Carpontier, that he would provide support for her for the rest of her life and that he would leave her the home they shared in his will. He wrote and executed a will leaving her all his worldly possessions, including the home, and naming her executor. Upon his death she probated the will and it was contested by Roberson's mother and was eventually found to be invalid because it was not properly witnessed. Carpontier *240 then filed a petition in the probate seeking imposition of a constructive trust, and alleging breach of an oral contract for support and breach of an oral contract to make a will and other related claims.

Code of Civil Procedure section 366.2 (hereafter, section 366.2) provides that "[i]f a person against whom an action may be brought on a liability of the person, whether arising in contract, tort, or otherwise, and whether accrued or not accrued, dies before the expiration of the applicable limitations period, and the cause of action survives, an action may be commenced within one year after the date of death, and the limitations period that would have been applicable does not apply." (§ 366.2, subd. (a).) Since the will contest did not conclude until more than a year after Roberson's death, Carpontier did not bring this action until after that time. Applying section 366.2, the court below dismissed Carpontier's probate petition on the ground that it was brought more than a year after Roberson's death.

On appeal Carpontier seeks to avoid the bar of section 366.2 by contending that no action against Roberson or his estate could be brought until the will, under which she claimed entitlement to the property, was declared invalid. We are inclined to agree. The language of section 366.2 indicates that it was intended to apply to liabilities existing at the time of death that survive the death. No cause of action existed here at the time of Roberson's death as there had been no breach of his promises to provide for Carpontier's support and to leave her the home. And even if we were to find that the statute commenced to run upon Roberson's death, Carpontier's actions in filing the will for probate and resisting the will contest were sufficient to invoke the doctrine of equitable tolling.

We find therefore, under the particular circumstances of this case, that Carpontier's action is not barred by the statute of limitations in section 366.2. Accordingly we reverse the court's judgment of dismissal and order the matter remanded so that Carpontier can litigate her claims against the estate.

BACKGROUND

Roberson and Carpontier lived together as a couple for 20 years. They did not marry, in part because Carpontier had not procured a divorce from her previous husband, whom she had difficulty locating. However, they professed their love for each other and enjoyed a relationship of trust and confidence. Roberson provided for their living expenses and Carpontier devoted herself to taking care of the home. In addition, she provided companionship for Roberson and took care of him when he was sick. She also refrained from obtaining training, education and employment during the time the couple lived together. Roberson promised her many times that he would take care of her for the rest of her life, and that she would always have a roof over her head because he would leave the house to her when he died. He told her he would draft and execute a will leaving her everything.

Consistent with these promises, Roberson drafted a will in 1991. It provided that all of his property, including the home they shared, be distributed to Carpontier, if she survived him. If she did not survive him, all of his property was to be distributed to his mother, Pauline Roberson. Carpontier was named executor. Roberson signed this will on September 28, 1991. However, he did not have it witnessed at the time. Years later, a Hospice worker told him he had to have witnesses for a valid will. He arranged for two witnesses, who witnessed the will and affixed their *241 signatures, dated January 24, 2000.[1] Roberson died approximately a month later, on February 27, 2000.

Carpontier filed a petition for probate of the will on April 20, 2000. Pauline Roberson contested the will and the will contest culminated on May 18, 2001, in a ruling by the court that the will offered for probate by Carpontier was legally defective for lack of due execution in accordance with Probate Code section 6110, subdivision (c). Pauline Roberson then filed a petition to probate a previous will, in which Roberson had left the home to her. That petition was granted and an administrator was appointed.

On June 4, 2001, Carpontier filed a petition in probate court alleging breach of a fiduciary duty, breach of an oral support contract, and breach of an oral contract to make a will, and seeking declaratory and injunctive relief, quantum meruit damages, and imposition of a constructive trust. She alleged that she had relied on Roberson's promises by devoting 20 years of her life to their relationship and by refraining from establishing any employment career for herself. She alleged she was 63 years old, in poor health, unemployable and had no place to live. She alleged that the breaches of promise and breach of fiduciary duties occurred May 18, 2001, when she was prevented by the court's ruling on the will contest from receiving Roberson's property as he had intended and had represented to her.

Pauline Roberson filed a reply to Carpontier's petition and sought to dismiss it with prejudice on grounds that it was barred by the applicable statute of limitations contained in section 366.2. The court filed an order July 26, 2001, granting the request to dismiss Carpontier's petition without leave to amend, finding that it was "barred by the one-year statute of limitations contained in Code of Civil Procedure § 366.2, as her Motion's June 4, 2001 filing date exceeds one year from Decedent Clifford James Roberson February 27, 2000 death." A judgment of dismissal was filed August 17, 2001. This appeal by Carpontier followed.

DISCUSSION

Appellant's pleading in this case, although denominated a "Petition" in the probate matter is in the nature of an action against the estate, containing various causes of action: for injunctive and declaratory relief, for imposition of a constructive trust, for quantum meruit, and for damages for breaches of promises and fiduciary duties. Respondent's "Reply" and request for dismissal was conceded to be "akin to a civil law demurrer." We will therefore apply the rules generally governing appeals from the sustaining of a demurrer without leave to amend and dismissal of an action. We accept the truth of the facts as pleaded, indulging every inference in support of the sufficiency of the pleading. (Morillion v. Royal Packing Co. (2000) 22 Cal.4th 575, 579, 94 Cal. Rptr.2d 3, 995 P.2d 139; Blank v. Kirwan

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Bluebook (online)
126 Cal. Rptr. 2d 238, 102 Cal. App. 4th 1201, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-roberson-calctapp-2002.