In Re the Marriage of Weaver

224 Cal. App. 3d 478, 273 Cal. Rptr. 696, 1990 Cal. App. LEXIS 1059
CourtCalifornia Court of Appeal
DecidedOctober 3, 1990
DocketB045920
StatusPublished
Cited by39 cases

This text of 224 Cal. App. 3d 478 (In Re the Marriage of Weaver) 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 the Marriage of Weaver, 224 Cal. App. 3d 478, 273 Cal. Rptr. 696, 1990 Cal. App. LEXIS 1059 (Cal. Ct. App. 1990).

Opinion

*481 Opinion

CROSKEY, J.

Gladys I. Weaver (Gladys) appeals from that portion of a judgment of dissolution of marriage which awarded to her former husband, James T. Weaver (James), a community property interest in the home in which the parties had resided during their marriage. The award was based upon a finding by the trial court that Gladys had orally transmuted the home into community property, 1 the home having originally been her separate property. As we conclude that the court applied the wrong standard of proof, we reverse the judgment and remand for a new trial.

Factual and Procedural Background

Gladys and James married in March 1949. They had been married 39 years when they separated in May 1988. During their years of marriage, they lived in a home on Victoria Avenue in the City of Los Angeles, which they initially shared with Gladys’s parents.

The property had been acquired by Gladys and her parents as joint tenants in 1944, before Gladys and James married. It was a new home at that time. James, who contributed no part of the purchase price, moved into the home shortly after he and Gladys married. Gladys’s mother died in 1957 and her father died in February 1960. As the surviving joint tenant Gladys became the sole legal and record owner of the property.

Gladys and James continued to reside in the home throughout their 39-year marriage. Until July 1960, the only encumbrance on the property was a trust deed securing the repayment of a $6,740 (noninterest bearing) loan from Gladys’s brother. These funds had been borrowed by Gladys and her parents shortly after the house was purchased, and the loan was evidenced by a demand note on which no payments of principal or interest were ever made prior to July 1960.

About five months after Gladys’s father died, she and James borrowed $12,000, the repayment of which was secured by a new trust deed on the house. They both signed the note and the trust deed. 2 These funds were used to pay off the existing encumbrance to Gladys’s brother and to purchase *482 new cars for both Gladys and James. Although no rent had ever been paid to Gladys’s parents, community funds had been used to pay property taxes, utilities, insurance, general living expenses and some maintenance expenses while her parents were alive. Similarly, the $12,000 loan was ultimately paid off from community earnings, and the parties used community funds to pay their living expenses after Gladys’s parents passed away. Record title to the house at all times remained solely in Gladys’s name. However, James claims in this litigation that Gladys orally transmuted her admittedly separate property interest in the house to community property.

Prior to May of 1988, Gladys and James began experiencing marital discord. When James raised the issue of a division of what he claimed was the community ownership of the house, Gladys took the position that he had no interest and that the house was entirely her separate property.

James’s response was to file a declaratory relief and quiet title action in March 1988, naming Gladys as the defendant. Two months later, Gladys filed a petition for dissolution of their marriage. These two cases were later consolidated with the family law matter becoming the controlling case and the initial pleading in each case being deemed the response/answer to the other action. In her petition for dissolution, Gladys listed the Victoria Avenue property as her separate property and sought confirmation of it as such.

The case proceeded to trial under Code of Civil Procedure section 36, as the parties were both over 70 years of age. Trial was had on January 5, 1989. Several issues, including the question of the status of the Victoria Avenue property, were taken under submission. The court permitted the parties to file written argument on those issues, which they did. On March 2, 1989, the trial court issued its memorandum of intended decision.

In its written decision, the court expressly stated that the proper standard of proof, and the one which it had applied, was preponderance of the evidence. The court concluded from the evidence that Gladys had made an oral gift to James of an interest in the Victoria Avenue property so that they would share equally Gladys’s interest in that property, and thus had transmuted the property from her separate property as a surviving joint tenant into community property. Thereafter, Gladys filed a notice of intention to move for new trial, which motion James opposed.

A hearing on the motion was held on May 10, 1989 and the court issued written findings and orders. The court stated in part: “the court reassessed the evidence presented by review of the reporter’s transcript and remains convinced that [James] was reasonable in his interpretation of [Gladys’s] *483 statements over a period of 39 years that she intended to make a gift of one-half of said real property to [James]. Based upon this reasonable interpretation of donative intent, [James] gave up the opportunity to buy a residence as a joint domicile with [Gladys]. Instead for more than 35 years, he contributed his earnings towards repairs, maintenance, [the] pay off of a loan, note payments, tax payments, and other expenses in connection with the house because he reasonably believed that he had an interest in said real property. [ 3 ]Therefore, [Gladys’s] motion for a new trial as to the disposition of the Victoria Avenue property is denied.”

The judgment dissolving the parties’ marriage and disposing of their property was entered October 3, 1989. Thereafter, Gladys filed this appeal, contesting only the trial court’s disposition of the real property.

Issues Presented

This case presents two principal threshold issues, plus two subordinate questions which, in view of our determination to reverse the judgment, must also be addressed for the guidance of the trial court upon retrial. 4

1. What is the proper standard of proof where a spouse claims a transmutation of property?

2. If the trial court applied an improper standard, has Gladys acquiesced therein or waived her right to object thereto?

3. Did the trial court properly consider evidence of a proposed testamentary disposition of the property by Gladys as expressed in an unsigned will?

4. What is the probative value of James’s “reasonable belief’ on the issue of whether a transmutation had been made?

*484 Discussion

1. Evidence Code Section 662 Applies to Claimed Transmutations of Property in Family Law Actions

Gladys’s interest in the house was clearly a separate property interest. “ ‘All property owned by a husband or wife before marriage, and “that acquired afterwards by gift, bequest, devise or descent, with the rents, issues, and profits thereof,” is the separate property of the acquiring spouse. (Civ. Code, §§ 5107, 5108; In re Marriage of Mix

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Cite This Page — Counsel Stack

Bluebook (online)
224 Cal. App. 3d 478, 273 Cal. Rptr. 696, 1990 Cal. App. LEXIS 1059, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-marriage-of-weaver-calctapp-1990.