Johnson v. Johnson CA3

CourtCalifornia Court of Appeal
DecidedDecember 27, 2021
DocketC090195
StatusUnpublished

This text of Johnson v. Johnson CA3 (Johnson v. Johnson CA3) 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
Johnson v. Johnson CA3, (Cal. Ct. App. 2021).

Opinion

Filed 12/27/21 Johnson v. Johnson CA3 NOT TO BE PUBLISHED California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA THIRD APPELLATE DISTRICT (El Dorado) ----

ROSS VAN DYKE JOHNSON, As Trustee, Etc.,

Plaintiff and Respondent, C090195

v. (Super. Ct. No. SP20170042)

KENT KNOX JOHNSON,

Defendant and Appellant.

CURTIS JOHNSON et al., C090522 Petitioners and Respondents, (Super. Ct. No. SP20190015) v.

Objector and Appellant.

Appellant Kent Knox Johnson and his two brothers, Curtis Johnson and Ross Van Dyke Johnson, are the surviving children of William and Felice Johnson, and the

1 beneficiaries of the Johnson Living Trust (Trust).1 In this consolidated appeal, Kent challenges the results of two separate superior court proceedings. The first proceeding resulted in a judgment confirming a plan for distribution of the Trust’s assets and an award of the Trustee’s attorneys’ fees. The second proceeding resulted in a decree that the brothers each owned a one-third share of certain property that was not a part of the Trust. Because Kent has failed to establish that the judgment or decree are void, or any error necessitating reversal, we will affirm the judgment and the decree. I. BACKGROUND A. Petition to Confirm Trust Distribution Plan (C090195) In 2011, William and Felice amended the Trust to name William, Felice, and Kent as co-trustees, and Curtis and Ross successor trustees, in that order. After Felice died in 2012, William amended the Trust to replace Kent as co-trustee with Ross, and name Curtis and then Kent successor trustees. William died in 2016. In 2017, Ross, as Trustee, petitioned the El Dorado County Superior Court for an order confirming the trust distribution plan pursuant to Probate Code section 17200. The petition alleged that upon the death of the surviving trustor (William) and after payment of expenses, costs of administration, and claims against the estate, the balance of the estate was to be distributed by the Trustee in equal one-third shares to Ross, Kent, and Curtis. The Trust’s assets consisted of several pieces of real estate, and the petition proposed a division of those assets and cash to achieve an equal distribution for each brother. Kent opposed the Trustee’s petition and filed a petition to remove Ross as trustee. The court issued a proposed statement of decision granting the petition for approval of the distribution plan and denying Kent’s petition to remove the Trustee. The court also tentatively awarded the Trustee his attorneys’ fees and costs incurred in

1 We will refer to the Johnsons by their first names. No disrespect is intended.

2 obtaining court approval of the distribution plan and defending against Kent’s removal petition. The court explained that subsequent briefing would determine the amount of the award. After Kent filed objections and an opposition, the court adopted its proposed statement of decision as its statement of decision. The Trustee subsequently filed an affidavit in support of his requested award of attorneys’ fees and costs. On June 18, 2019, the court entered judgment granting the petition for approval of the distribution plan, denying Kent’s petition to remove the Trustee, and awarding attorneys’ fees and costs to the Trustee to be charged against Kent’s share of the estate in an amount to be determined after further hearing. On July 1, 2019, Kent filed a motion for reconsideration of the judgment. The court denied the motion. On August 9, 2019, Kent filed an appeal from the judgment. In a September 24, 2019 order, the court awarded the Trustee $332,257 in attorneys’ fees and costs and directed the clerk to insert the amount into the June 18, 2019 judgment. Kent filed a notice of appeal from this post-judgment order, which we assigned the same case number (C090195). B. Petition to Determine Identity of Issue (C090522) In May 2019, Curtis and Ross filed a petition to determine identity of issue under Probate Code section 248. As explained in the petition, a decree of preliminary distribution had been ordered in 1958 wherein Stella Van Dyke Johnson created a life estate in certain property in South Lake Tahoe for the benefit of her son, William, with the remainder to his issue. On July 15, 2019, Kent filed a petition for letters of special administration and a notice of petition to administer the life estate of Stella and William. On August 5, 2019, Kent filed a petition for opening estate administration pursuant to Probate Code section

3 8000, in which he argued Ross and Curtis’s petition to determine identity of issue without probate was improper. On August 7, 2019, the court decreed that Curtis, Ross, and Kent were the only issue embraced in the 1958 decree, and further decreed they each owned a one-third share of the property as tenants in common. The court denied Kent’s petition for opening estate administration, explaining that it had “previously denied Kent’s petition to open estate administration on July 17, 2019,”2 and there was no need to administer his father’s estate. The court dropped the petition for letters of special administration from its calendar because it was improperly noticed. On August 20, 2019, Kent filed a motion for reconsideration that the court ultimately denied. On September 20, 2019, Kent filed a notice of appeal. At Kent’s request, we consolidated his appeals. II. DISCUSSION A. Standards for Appellate Briefs We begin with a few words regarding appellate briefing. Orders and judgments are presumed to be correct, and the appellant must affirmatively show error. (Denham v. Superior Court (1970) 2 Cal.3d 557, 564.) “To demonstrate error, appellant must present meaningful legal analysis supported by citations to authority and citations to facts in the record that support the claim of error. [Citations.] When a point is asserted without argument and authority for the proposition, ‘it is deemed to be without foundation and requires no discussion by the reviewing court.’ [Citations.] Hence, conclusory claims of error will fail.” (In re S.C. (2006) 138 Cal.App.4th 396, 408.) As the reviewing court, we will not perform an independent, unassisted review of the record in search of error or grounds to support the judgment. (McComber v. Wells (1999) 72 Cal.App.4th 512, 522.)

2 This appears to be a reference to an oral motion made at the July 17, 2019 hearing.

4 In addition, the appellant must “[s]tate each point under a separate heading or subheading summarizing the point.” (Cal. Rules of Court, rule 8.204(a)(1)(B).) “This is not a mere technical requirement.” (In re S.C., supra, 138 Cal.App.4th at p. 408.) It is designed so that we may be advised “ ‘of the exact question under consideration, instead of being compelled to extricate it from the mass.’ ” (Ibid.) “Failure to provide proper headings forfeits issues that may be discussed in the brief but are not clearly identified by a heading.” (Pizarro v. Reynoso (2017) 10 Cal.App.5th 172, 179.) Moreover, any arguments raised or only supported by authority on reply have been waived. (People v. Baniqued (2000) 85 Cal.App.4th 13, 29.) These rules of appellate procedure apply to Kent even though he is representing himself on appeal. (McComber v. Wells, supra, 72 Cal.App.4th at p. 523.) B. The Judgment and Decree Are Not Void Kent contends the judgment and decree are void due to lack of jurisdiction and extrinsic fraud based on alleged issues regarding opposing counsel’s corporate structure. We reject both contentions.

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

Related

Estate of Waits
23 Cal. 2d 676 (California Supreme Court, 1944)
Jones v. Stubbs
288 P.2d 939 (California Court of Appeal, 1955)
Denham v. Superior Court
468 P.2d 193 (California Supreme Court, 1970)
Lovato v. Santa Fe International Corp.
151 Cal. App. 3d 549 (California Court of Appeal, 1984)
Condon v. McHenry
76 Cal. Rptr. 2d 922 (California Court of Appeal, 1998)
In Re Estate of Powell
100 Cal. Rptr. 2d 501 (California Court of Appeal, 2000)
In Re SC
41 Cal. Rptr. 3d 453 (California Court of Appeal, 2006)
Imagistics International, Inc. v. Department of General Services
59 Cal. Rptr. 3d 18 (California Court of Appeal, 2007)
HUONG QUE, INC. v. Luu
58 Cal. Rptr. 3d 527 (California Court of Appeal, 2007)
Grant v. List & Lathrop
2 Cal. App. 4th 993 (California Court of Appeal, 1992)
People v. Baniqued
101 Cal. Rptr. 2d 835 (California Court of Appeal, 2000)
Souza v. Westlands Water District
38 Cal. Rptr. 3d 78 (California Court of Appeal, 2006)
New York Times Co. v. Superior Court
37 Cal. Rptr. 3d 338 (California Court of Appeal, 2005)
Olson v. Cohen
131 Cal. Rptr. 2d 620 (California Court of Appeal, 2003)
Lee v. Wells Fargo Bank, NA
106 Cal. Rptr. 2d 726 (California Court of Appeal, 2001)
McComber v. Wells
85 Cal. Rptr. 2d 376 (California Court of Appeal, 1999)
Bankes v. Lucas
9 Cal. App. 4th 365 (California Court of Appeal, 1992)
Frye v. Tenderloin Housing Clinic, Inc.
129 P.3d 408 (California Supreme Court, 2006)
In Re Estate of Daughaday
141 P. 929 (California Supreme Court, 1914)
Pizarro v. Reynoso
10 Cal. App. 5th 172 (California Court of Appeal, 2017)

Cite This Page — Counsel Stack

Bluebook (online)
Johnson v. Johnson CA3, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-johnson-ca3-calctapp-2021.