Lewis F. Blagg v. Irving I. Bass, Trustee in Bankruptcy of the Estate of Lewis F. Blagg, Bankrupt

261 F.2d 631, 1958 U.S. App. LEXIS 4853
CourtCourt of Appeals for the Ninth Circuit
DecidedDecember 11, 1958
Docket15933
StatusPublished
Cited by4 cases

This text of 261 F.2d 631 (Lewis F. Blagg v. Irving I. Bass, Trustee in Bankruptcy of the Estate of Lewis F. Blagg, Bankrupt) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lewis F. Blagg v. Irving I. Bass, Trustee in Bankruptcy of the Estate of Lewis F. Blagg, Bankrupt, 261 F.2d 631, 1958 U.S. App. LEXIS 4853 (9th Cir. 1958).

Opinion

HAMLIN, Circuit Judge.

This is an appeal from an order of the District Court, Southern District of California, Central Division, which affirmed an order of a Referee in Bankruptcy denying to appellant a homestead exemption.

Appellant, after being adjudicated a bankrupt, claimed a homestead exemption of real property upon which he resided. The Referee in Bankruptcy refused to allow the exemption and this action was confirmed by the District Court upon a petition to review. This appeal followed. Jurisdiction of the court below is based on § 2, sub. a(10) of the Bankruptcy Act (11 U.S.C.A. § 11). Jurisdiction of this court is based upon § 24 of the Bankruptcy Act (11 U.S.C.A. § 47).

The facts show that on December 18, 1956, appellant executed and recorded a Declaration of Homestead under the provisions of California law, West’s Ann. Civil Code, §§ 1260, subd. 2, 1266 and 1267, declaring he was a single man re *632 siding on the described premises and claimed them as a homestead. 1

On December 19,1956, he executed and recorded an Abandonment of said homestead. 2

On December 19, 1956, he then executed and recorded a Declaration of Homestead, declaring, “I, Lewis F. Blagg, do hereby declare that I am the head of a family, but that I am not married and that my family consists of myself and a minor daughter.” 3

On December 21, 1956, appellant filed his Petition in Bankruptcy with a schedule of his assets and liabilities. In Schedule 5-B of this petition, appellant claimed a homestead as the head of a family in the following language:

“Homestead on home at 11042 West Hondo Parkway, Temple City; *633 petitioner’s 11-year old daughter resides with petitioner during the summer months school vacation and petitioner therefore believes he is entitled to the exemption provided by Sections 1260-1261 of the [West’s Ann.] California Civil Code, to-wit, $12,500.”

A hearing was later held upon the Trustee’s report refusing to set aside •appellant’s home as a homestead, and upon appellant’s objections thereto. At this hearing, appellant testified that he had been married, but that his wife had obtained a divorce in Nevada in 1955 and that that court had, in its decree, awarded the custody of a minor child, Roberta Blagg, to the plaintiff therein and that the decree contained a provision that appellant pay $20 per week to the plaintiff therein for the support of said minor child. The appellant further testified that his wife had left him in December, 1954, and that Roberta had lived with him in Los An-geles until some time in the spring of 1955. It was at this time, shortly after the date of the divorce decree on May 12, 1955, that appellant made arrangements with Roberta’s grandmother for Roberta to live with her in Turlock, California (about 300 miles from Los Angeles). He claimed that from June to September, 1955, and from June to September, 1956, his daughter lived at .his home in Temple City. In September, 1956, Roberta again went back to her grandmother’s home in Turlock, where she attended school and was physically living in December, 1956, when the Declaration of Homestead was filed by appellant. There was further testimony by appellant as to what support he had provided for his minor child while she was at her grandmother’s. Appellant admitted that he had never provided as much support as the $20 per week amount contained in the divorce decree, but claimed that he had sent money to the grandmother in indefinite amounts and at times when “they would ask for more money.”

At the conclusion of the hearing, the Referee made findings that the minor child resided with her maternal grandmother, that the appellant had not supported or maintained the minor child, that the bankrupt was not the head of a family, and that the Declaration of Homestead claimed by appellant was null, void and of no force and effect.

The West’s Ann. Civil Code of California sets out in § 1260 who may select homesteads, as follows:

“§ 1260. Persons who may select homesteads; value
“Homesteads may be selected and claimed:
“1. By any head of a family, of not exceeding twelve thousand five hundred dollars ($12,500) in actual cash value, over and above all liens and encumbrances on the property at the time of any levy of execution thereon.
“2. By any other person, of not exceeding five thousand dollars ($5,-000) in actual cash value, over and above all liens and encumbrances. (Enacted 1872. As amended Stats. 1945, c. 789, p. 1477, § 9; Stats. 1947, c. 1077, p. 2482, § 1; Stats. 1949, c. 357, p. 637, § 1; Stats. 1953, c. 943, p. 2319, § 1.)”

and in § 1261 it defines “head of a family.” 4

In the next chapter, which is entitled “Homestead of the Head of a Family,” there is set out in § 1263 what the Dec *634 laration of Homestead of the head of a family must contain:

“§ 1263. Declaration of homestead; contents; evidence
“The declaration of homestead must contain:
“1. A statement showing that the person making it is the head of a family, and if the claimant is married, the name of the spouse; or, when the declaration is made by the wife, showing that her husband has not made such declaration and that she therefore makes the declaration for their joint benefit;
“2. A statement that the person making it is residing on the premi-ises, and claims them as a homestead ;
“3. A description of the premises;
“4. An estimate of their actual cash value;
“5. Such declaration of homestead may further contain a statement * * *”

In the next chapter, which is entitled “Homestead of Other Persons,” there is set forth in § 1267 what such a declaration of homestead must contain:

“§ 1267. Declaration of homestead ; contents; evidence
“The declaration must contain everything required by the second, third and fourth subdivisions of section 1263, and in addition thereto may contain the statement and affidavit provided for by subdivision 5 of said section, with like effect as therein provided. (Enacted 1872. As amended Stats. 1927, c. 491, p. 829, § 1.)”

The Referee held that there was not sufficient evidence for appellant to qualify as head of a family. We have examined the evidence and believe a finding either way could be sustained as being based upon sufficient evidence. However, the Referee had the advantage of seeing and hearing the appellant and could better determine his credibility. We cannot say the finding of the Referee upon this issue is clearly erroneous. General Order in Bankruptcy No. 47, 11 U.S.C.A. following Section 53. Neece v. Durst, 9 Cir., 1932,

Related

In re Lawley
130 B.R. 568 (E.D. California, 1991)
In re Morse
237 F. Supp. 579 (S.D. California, 1964)
In re Dulgarian
182 F. Supp. 954 (S.D. California, 1960)

Cite This Page — Counsel Stack

Bluebook (online)
261 F.2d 631, 1958 U.S. App. LEXIS 4853, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-f-blagg-v-irving-i-bass-trustee-in-bankruptcy-of-the-estate-of-ca9-1958.