Land Value Holdings, LLC v. Miller CA1/3

CourtCalifornia Court of Appeal
DecidedSeptember 18, 2020
DocketA153992
StatusUnpublished

This text of Land Value Holdings, LLC v. Miller CA1/3 (Land Value Holdings, LLC v. Miller CA1/3) 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
Land Value Holdings, LLC v. Miller CA1/3, (Cal. Ct. App. 2020).

Opinion

Filed 9/18/20 Land Value Holdings, LLC v. Miller CA1/3 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

FIRST APPELLATE DISTRICT

DIVISION THREE

LAND VALUE HOLDINGS, LLC, Plaintiff, Cross-defendant and Appellant, A153992 v. PEGGY MILLER et al., (Alameda County Defendants, Cross- Super. Ct. No. RG13681342) complainants and Respondents.

Land Value Holdings, LLC (LVH)1 appeals from a judgment in a partition action regarding a residential property in Berkeley, California; related attorney fees orders; and an order disbursing fees and costs. The dispute is over residential property owned by Richard Garrett until his death in 1987. He bequeathed the property to his niece Clara Laguins for her life, and upon Laguins’s death the property was to be divided among six other nieces and nephews of Richard Garrett. Laguins died in 2009, and thereafter this litigation commenced between LVH and the descendants of Richard Garrett’s six other nieces and nephews named in his will. We affirm.

LVH is a limited liability company which claimed an interest in the 1

residential property and paid delinquent property taxes owed after the death of the holder of a life estate in the property.

1 BACKGROUND We summarize the factual and procedural background as stated in the trial court’s statement of decision, issued following a bench trial: “Richard Garrett owned a single-family home . . . in Berkeley, CA (the ‘Property’). On December 28, 1982 Richard Garrett executed a Last Will and Testament (the ‘Will’) in which he bequeathed the Property to his niece, Clara Laguins, for ‘the term of her natural life.’ The Will further provided that: “ ‘Upon the death of CLARA LAGUINS, or if she should not survive me for sixty days then the Stuart Street property shall be divided equally among the following six nieces and nephews or to their surviving issues by right of representation: “ ‘1. Josephine H. Grissom of San Francisco, CA “ ‘2. Ernestine Gill of Newton, Kansas “ ‘3. Lillian McLean of Wichita, Kansas “ ‘4. Wesler Garrett of Washington, D.C. “ ‘5. Frank Garrett of Los Angeles, CA “ ‘6. Elworth Jeff Garrett of Wichita, Kansas’ [¶] . . . [¶] “Richard Garrett passed away on March 29, 1987. “In or about January 28, 1993, an ‘Order Settling First and Final Account of Executor, Allowing Executor’s Commissions and Attorney Fees, and Judgment’ (the ‘Probate Order’) was issued by this court confirming Clara Laguins’ life estate and further ordering that ‘[t]he estate in the hands of the executor remaining for distribution consists of the [Property] to be distributed as follows: ‘Remainder interest . . . to Josephine H. Grissom, Ernestine Gill, Lillian McLean, Wesler Garrett, Frank Garrett and Elworth Jeff Garrett in equal shares as tenants in common subject to a lien in favor of

2 Clara Laguins in the amount of $1,571.15 and lien in favor of Milton W. Cooper in the amount of $1,571.15 . . . .’ The liens were ‘payable only upon sale, refinancing, or other change in title of this property.’ [Citation.] The Probate Order failed to include the phrase ‘or to their surviving issues by right of representation’ after naming each of the remaindermen listed in the Will, contrary to the terms of the Will. [¶] . . . [¶] “In sum, at this time none of the original remaindermen are alive. Of the six original remaindermen named in the Will, only four of them—to wit, Josephine Grissom, Elweard (aka Elsworth) J. Garrett, Frank Garrett and Robert Wesley (aka Wesler) Garrett—had issue. Those currently living are all parties in this action.[2] “Plaintiff LVH claims that the Property was scheduled to be sold for unpaid taxes at an auction in March of 2013. Plaintiff voluntarily paid the tax sum due on March 13, 2013. [Citation.] LVH instituted the instant action on May 29, 2013 seeking quiet title and ejectment, relying on the theory of adverse possession. “In or about August and September 2015, LVH entered into settlement negotiations with certain descendants of Josephine Grissom and Elweard Garrett to wit, defendants Claude Dayton, Debra K. Robinson, Elyse C.

2The following living issue of the remaindermen were defendants: Cynthia McKnight (the only living issue of Robert Wesley Garrett); Frank Garrett III, Susan Smith Garrett and Peggy Miller (the living children of Frank Garrett); Peggy Garrett Harris, Constance Garrett, Marcus Garrett, Lisa Garrett Nevels, Keith Garrett and Gerry Garrett (the living grandchildren of Frank Garrett); Debra K. Robinson, Elweard Jess Garrett, Jr., Loretta Garrett Hyche, and Elyse C. Garrett (Elweard Garrett’s children); Claude Dayton and Roberta Blackwell Crockett (the children of Josephine Grissom); and Jacqueline Cobb, Michael Cobb, Larry Evans and Terry Evans (the living grandchildren of Josephine Grissom). On appeal, only McKnight and Miller filed a respondent’s brief.

3 Garrett, Loretta Hyche, and Elweard J. Garrett, Jr. Pursuant to these negotiations, these defendants executed quitclaim deeds assigning their ‘rights, titles, possession rights, and interest in’ the Property to LVH. [Citations.] Specifically, Claude Dayton entered into a Settlement Agreement with LVH wherein he agreed to assign his rights in the Property to LVH in exchange for $16,666.67 contingent upon the sale of the Property. [Citation.] Roberta Crockett entered into a Settlement Agreement with LVH in which she assigned her rights to the Property in exchange for a guaranteed payment of $10,000. She will receive an additional $6,670 upon certain conditions occurring, including LVH’s recovery of attorneys’ fees in this action. [Citation.] Debra Robinson, Elweard J. Garrett, Loretta Hyche and Elyse Garrett assigned their rights to the Property to LVH in exchange for $50,000 to be split equally among the four siblings or, $12,500 each, contingent upon sale of the Property. [Citations.] “In or about April, 2014 LVH entered into an Agreement with Harold Richards, alleged heir to Clara Laguins, assigning Ms. Laguins’ $1,571.15 lien against the Property, to LVH for $1,000. The payment to Mr. Richards is conditional upon LVH successfully collecting on the lien in this action. [Citation.] [¶] . . . [¶] “Plaintiff [LVH] sues for Quiet Title, Declaratory Relief, and Partition in its Second Amended Complaint as ‘the owner in fee simple of the Property against all adverse claims . . . .’ [Citation.] Cross-Complainant Peggy Miller also seeks Quiet Title and Partition. [Fns. omitted.]” (Sic.) The trial court found that the defendants, who were the living issue of the remaindermen of the Will, were entitled to an interest in the Property. The trial court’s finding was based on “the plain language of the Will [which] specifies that the testator’s intent was to bequeath his estate to his six nieces

4 and nephews or, to their surviving issue . . . .” (Sic.) The trial court further found that the Probate Order’s omission of “ ‘or, to their surviving issues’ ” was “clear (and likely unintentional) error” and that “[b]ecause the intent of the testator, as set forth in the Will, is specific, clear and unambiguous it shall be given effect, notwithstanding the omission of the phrase ‘or, to their surviving issues’ in the Probate Order.” The trial court found LVH’s assignments of rights and quitclaim deeds from certain defendants3 to be valid and rejected defendants’ claims that they were obtained by threats, fraud, misrepresentation or undue influence. The assignments provided LVH with a 41.66-percent ownership interest in the Property.

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Land Value Holdings, LLC v. Miller CA1/3, Counsel Stack Legal Research, https://law.counselstack.com/opinion/land-value-holdings-llc-v-miller-ca13-calctapp-2020.