Lazzaroni v. Larson

190 Cal. App. 3d 279, 235 Cal. Rptr. 377, 1987 Cal. App. LEXIS 1499
CourtCalifornia Court of Appeal
DecidedMarch 17, 1987
DocketNo. A026410
StatusPublished
Cited by1 cases

This text of 190 Cal. App. 3d 279 (Lazzaroni v. Larson) 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
Lazzaroni v. Larson, 190 Cal. App. 3d 279, 235 Cal. Rptr. 377, 1987 Cal. App. LEXIS 1499 (Cal. Ct. App. 1987).

Opinion

[281]*281Opinion

ELKINGTON, Acting P. J.

Judith A. Larson {Larson), a daughter of the above-named conservatee, Doris Romo, appeals from (1) the “Order for approval and confirmation of will for Doris Romo (Prob. Code, §2580) entered in this action on January 25, 1984,” and from (2) the “Order of the court entered on May 8, 1984, ordering revocation of the Doris Romo 1981 Trust and return of property by Judith A. Larson, Trustee.”

Doris Romo was injured physically and mentally in an automobile accident during the year 1976. She had previously executed her will, disposing of an estate of approximately $1 million. In the year 1981, she executed another will, as well as an inter vivos trust naming Larson as trustee. In 1982, Larson petitioned the probate court to be appointed conservator of the person and estate of her mother, Doris Romo. The petition was opposed by two other daughters and a family member, named Linda Lazzaroni, Jackie Souza, and Mike Romo. Following a hearing, Wells Fargo Bank was named conservator of Doris Romo’s estate, and Linda Lazzaroni, Jackie Souza, and Mike Romo, conservators of her person. And proceedings were taken in the conservatorship to set aside the 1981 will and the inter vivos trust of Doris Romo, on the ground that she was incompetent when they were executed. Following a hearing, among other things, the court found and ordered, November 3, 1982 (hereafter the Order of November 3, 1982), as follows:

“1. Doris Romo has been incompetent at all times since her 1976 accident and without legal capacity to execute any documents of any legal significance.
“2. All wills, powers of attorney, and declarations of trust executed by Doris Romo since 1976 are void and are revoked. This includes but is not limited to those documents executed August 20, 1981 making Judith Larson trustee and attorney in fact which are hereby declared void and are also revoked....
“13. At an appropriate future time the attorney for the conservators is directed to present to the court an appropriate plan for testamentary disposition of the assets of Doris Romo and for annual gifts to her family.”

The same superior court judge who had made the Order of November 3, 1982, presided over the 1984 proceedings leading to the two orders here under appeal. In making the latter orders, and referring to the proceedings on the Order of November 3, 1982, the judge stated:

“There is no question but that since [Doris Romo’s] jeep accident in 1976, she had severe brain damage, and has lacked mental capacity to engage in [282]*282any legal transactions, of any kind or nature, and lacked any understanding, being completely incompetent, and her condition has remained the same____ She is not able to communicate. She sat here during the [1982] trial I had, which lasted over a period of about a month, a matter of days in the session, constantly nodding her head; uttered no words. The only time she reacted to anything was when one of her four daughters got on the witness stand. Mrs. Romo looked at her and began to cry. I forget which daughter it was____ The only person entitled to benefit from the assets today is Doris Romo____ Doris Romo never had the mental capacity. I think the two lawyers involved, who were present when Doris Romo signed these papers, knew that. That is why neither one of them has given me any notes or sheet of scrap paper as to statements made by Doris Romo. They had her sign a voluminous stack of papers most people would have difficulty understanding, and this poor woman made no pretense of understanding anything.”

An untimely appeal was taken by Larson from the Order of November 3, 1982, to this court. We thereafter dismissed the appeal for untimeliness of its filing, and the Order of November 3, 1982, is now final and binding on the parties. Thereafter, as noted, other proceedings were taken in Doris Romo’s conservatorship proceedings, culminating in the orders presently under appeal. Those appeals were timely.

We first consider the appeal from the “Order of the court entered on May 8, 1984, ordering revocation of the Doris Romo 1981 trust and return of property by Judith A. Larson, Trustee.”

It will be remembered that the Order of November 3, 1982, provided that: “Doris Romo has been incompetent at all times since her 1976 accident and without legal capacity to execute any documents of any legal significance [and that] all wills, powers of attorney, and declarations of trust executed by Doris Romo since 1976 are void and are revoked.” (Our italics.) At the time of the entry of the instantly considered order of May 8, 1984, the earlier Order of November 3, 1982, had long since become final and binding on the parties. And both orders referred to the same declaration of trust executed by Doris Romo during her incompetency.

It follows that by the Order of November 3,1982, Doris Romo’s declaration of trust was void and revoked. The later order of May 8, 1984, purporting also to declare the same declaration of trust void and revoked, accomplished nothing. It was a brutum fulmen. (“Brutum Fulmen____A judgment void upon its face [and the record] which is in legal effect no judgment at all, and by which no rights are divested, and from which none can be obtained, and neither binds nor bars anyone.” (Black’s Law Diet. (4th ed. 1951) p. 243.)

[283]*283We are unpersuaded that the probate court had no jurisdiction to make the Order of November 3, 1982. Probate Code section 2520 expressly gives that court jurisdiction to make an appropriate order relating to property claimed by a conservator or conservatee, and by another. And ordinarily, a guardian or conservator may take such action as the ward or conservatee might otherwise have taken. Further, were we, arguendo, to assume, as now contended by Larson, that the Order of November 3, 1982, is “void on its face,” it would be of no aid to her.

“If a judgment or order meets the statutory test of appealability, i.e., final judgment, or order expressly made appealable, an appeal lies even though it is void. Obviously the appellant is as much aggrieved by a wholly void judgment or order as he is by one which is merely erroneous; and he should have the right to use, and should be encouraged to use, the normal method of review by appeal, instead of certiorari, motion or action for equitable relief, or collateral attack. This general principle of appealability of a void judgment is well established.” (9 Witkin, Cal. Procedure (3d ed. 1985) Appeal, § 133, p. 142.) Such an appealable void judgment (as assumed) is manifestly subject to the timeliness requirement of notices of appeal.

No merit is seen in Larson’s contention that it was improper for the trial court to consider his recollection of Doris Romo’s apparent mental condition in the earlier proceedings (see pp. 281-282, ante) with the same parties. “ ‘It is an established principle that courts may take judicial knowledge of their own proceedings in the same case____’” (Gackstetter v. Market Street Ry. Co. (1935) 10 Cal.App.2d 713, 716 [52 P.2d 998].)

No merit is seen in Larson’s

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Related

Conservatorship of Romo
190 Cal. App. 3d 279 (California Court of Appeal, 1987)

Cite This Page — Counsel Stack

Bluebook (online)
190 Cal. App. 3d 279, 235 Cal. Rptr. 377, 1987 Cal. App. LEXIS 1499, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lazzaroni-v-larson-calctapp-1987.