In Re Estate of Stoddart

9 Cal. Rptr. 3d 770, 115 Cal. App. 4th 1118
CourtCalifornia Court of Appeal
DecidedFebruary 19, 2004
DocketD041026
StatusPublished
Cited by33 cases

This text of 9 Cal. Rptr. 3d 770 (In Re Estate of Stoddart) 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 Stoddart, 9 Cal. Rptr. 3d 770, 115 Cal. App. 4th 1118 (Cal. Ct. App. 2004).

Opinion

9 Cal.Rptr.3d 770 (2004)
115 Cal.App.4th 1118

ESTATE OF Bernice E. STODDART, Deceased.
Helen Wilson, Petitioner and Appellant,
v.
Thomas J. Hall, as Executor, etc., et al., Objectors and Respondents.
Helen Wilson, Plaintiff and Appellant,
v.
Thomas J. Hall, as Trustee, etc., Defendant and Respondent.

No. D041026.

Court of Appeal, Fourth District, Division One.

February 19, 2004.
Rehearing Denied March 10, 2004.
Review Denied May 19, 2004.

*772 Gerhard Stoll and Charles A. Triay, Oakland, for Petitioner and Appellant for Plaintiff and Appellant.

Richard Benes, San Diego, Beamer, Lauth, Steinley & Bond and Stephen A. Bond for Objector and Respondent and for Defendant and Respondent Thomas J. Hall.

Bruce Merchant, in pro. per.; Joanne Merchant, in pro. per.; Sherry Butler, in pro. per.; Duane S. Horning and Associates, California Business Law Group and Duane S. Horning for Objectors and Respondents.

*771 AARON, J.

I.

INTRODUCTION

Helen Wilson appeals from orders in two consolidated probate proceedings to determine the beneficiaries to the Henry and Bernice Stoddart Inter Vivos Trust (the trust). The trustors, Henry Stoddart (Henry) and Bernice Stoddart (Bernice), were husband and wife. They directed distribution of the trust for the benefit of their son, George Stoddart (George), upon the death of the trustors.[1] However, George predeceased both Henry and Bernice, and the trust provided no alternative distribution. Henry died in 1991 and Bernice died in 2000. After Bernice died, Wilson, who is Henry's niece and claims to be an heir of Henry and George, filed petitions in Estate of Bernice E. Stoddart (Super. Ct. San Diego County, 2001, No. P177375) (estate case) and Wilson v. Hall, (Super. Ct. San Diego County, 2001, No. P180143) (trust case), claiming she was entitled to a portion of the trust under the laws of intestacy, as an heir of Henry. The probate court denied Wilson's petitions and ordered the trust distributed to Bernice's estate. Wilson appeals from these orders, as well as from orders denying her motions for reconsideration.

Wilson claims that amendments to the Probate Code that purportedly would entitle her to distribution of a portion of the trust as an intestate heir of Henry, and which took effect after the probate court made its orders, apply to this case on appeal. In the alternative, Wilson claims that under the law in effect at the time the probate court issued its orders, Bernice's estate was not entitled to distribution of the entire trust, and that George's heirs were entitled to a portion of such distribution. Respondent Thomas J. Hall contends that Wilson's appeal of the probate court's original orders is untimely, and that the orders denying her motions for reconsideration are not appealable.

We conclude that Wilson's appeal of the underlying orders is timely. We also conclude that the probate court's orders denying Wilson's motions for reconsideration are not appealable. We further conclude *773 that the law in effect at the time the probate court made its orders applies to the issues raised in this case on appeal and that, under that law, the trust is distributable to Bernice's estate. We therefore affirm the probate court's orders denying Wilson an interest in the trust and ordering that the trust be distributed to Bernice's estate. We dismiss that portion of Wilson's appeal taken from the court's orders denying her motions for reconsideration.

II.

FACTUAL AND PROCEDURAL BACKGROUND

Henry and Bernice executed the trust in 1975. The trust contained their community property. The trust provided that upon the death of the first trustor, the trust would be divided into two trusts, Trust A and Trust B. Trust B would be comprised of assets and interests belonging to the first trustor to die, and Trust A would be comprised of assets and interests belonging to the survivor. Both Trust A and B were to be administered for the benefit of the survivor during the survivor's life. In addition, the survivor was entitled to elect to direct full distribution of Trust A during his or her lifetime. The trust further directed that upon the survivor's death, any of Trust A not effectively appointed by the survivor would be added to Trust B. With respect to how the trust should be distributed upon the death of the survivor trustor, the trust provided:

"Upon the death of the survivor of the Trustors, the successor Trustee shall distribute the trust estate to George Henry Stoddart in Trust. George Henry Stoddart shall receive the net income from the Trust Estate in quarterly installments until he reaches the age of 45 years, at which time the trust shall terminate and all proceeds (both principal and interest) of the Trust Estate shall be distributed to George Henry Stoddart."

George predeceased both Henry and Bernice. The trust contained no alternative disposition.

Henry died testate in 1991. His will provided in relevant part:

"I give all the rest and residue of my estate, both real and personal, of whatever nature and wheresoever situated, to my wife, Bernice E. Stoddart, as Trustee, if she survives me, and if she does not survive me, then to my son, George Henry Stoddart, as successor Trustee of [the trust]....
"If for any reason the disposition as above set forth is not operative or is invalid, or if the trust referred to fails or has been revoked, then I give the residue of my estate to my wife, Bernice E. Stoddart, if she survives me and if she does not survive me, then to my son, George Henry Stoddart, and if he does not survive me, then to his heirs by right of representation."

Bernice died in 2000. In September 2001, Wilson filed petitions in both the trust case and the estate case asserting a right to distribution of a portion of Trust B under the laws of intestacy.

On June 20, 2002, the probate court entered orders denying Wilson's petitions in both the trust case and the estate case. The orders were the same in all material respects. The court determined that George had predeceased the trustors, and that the trust contained no alternative distribution. The court concluded that the common law of trusts provides that under such circumstances, the trust reverts to the trustor who contributed the property. Because Henry contributed the assets in Trust B, the court determined that those assets reverted to him, to be distributed consistent with the provisions of his will.

The court then interpreted Henry's will and concluded that the distribution of *774 Trust B under the terms of the trust was "not operative or is invalid." Because Bernice survived Henry, the court concluded that Henry's will directed distribution of all of Trust B to Bernice.

The court further noted that Henry's probate estate was closed and that there was no reason to open that estate merely in order to pass Trust B to that estate and then distribute it to Bernice's estate. The court observed that all of the persons who claimed to be intestate heirs of Henry were present at the hearing on this matter. The court noted that, at that hearing, all of the alleged heirs gave their consent to distributing Trust B directly to Bernice's estate in lieu of opening Henry's estate. The court denied Wilson's petitions in both cases and ordered Trust B distributed to Bernice's estate in the trust case.

On July 5, 2002, Wilson filed motions for reconsideration in both cases.

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

Related

Estate of Page CA2/7
California Court of Appeal, 2026
Corman v. Corman CA2/2
California Court of Appeal, 2025
Vose v. Cadena CA5
California Court of Appeal, 2024
Estate of Hutaff CA4/3
California Court of Appeal, 2024
Hamlin v. Jendayi
California Court of Appeal, 2024
Estate of Beach CA2/5
California Court of Appeal, 2024
Dowling v. Uriostegui CA2/7
California Court of Appeal, 2024
Wells Fargo Bank v. Stephan CA3
California Court of Appeal, 2023
Del Pozo v. Lemke CA4/1
California Court of Appeal, 2023
Beltran v. Cruz CA3
California Court of Appeal, 2023
Estate of Williams CA2/7
California Court of Appeal, 2022
Yamamoto v. Parden CA6
California Court of Appeal, 2022
Burns v. Fitzgerald CA4/1
California Court of Appeal, 2022
Ster v. Ster CA3
California Court of Appeal, 2021
Hudson v. Foster
California Court of Appeal, 2021
Conservatorship and Estate of Manuel CA2/7
California Court of Appeal, 2021
Estate of Manson CA2/2
California Court of Appeal, 2021
Andersen v. Profita CA2/4
California Court of Appeal, 2021
Estate of Utan CA1/4
California Court of Appeal, 2021
Levin v. Winston-Levin
California Court of Appeal, 2019

Cite This Page — Counsel Stack

Bluebook (online)
9 Cal. Rptr. 3d 770, 115 Cal. App. 4th 1118, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-stoddart-calctapp-2004.