Lingle v. National Foundation

218 Cal. App. 2d 841, 32 Cal. Rptr. 458, 1963 Cal. App. LEXIS 1856
CourtCalifornia Court of Appeal
DecidedAugust 2, 1963
DocketCiv. No. 27060
StatusPublished
Cited by1 cases

This text of 218 Cal. App. 2d 841 (Lingle v. National Foundation) 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
Lingle v. National Foundation, 218 Cal. App. 2d 841, 32 Cal. Rptr. 458, 1963 Cal. App. LEXIS 1856 (Cal. Ct. App. 1963).

Opinion

KINGSLEY J.

This is an appeal from a judgment of the probate court in a proceeding to determine heir-ship pursuant to section 1080 of the Probate Code. Motion to dismiss appeal on ground that decree was nonappealable, denied.

George C. Brissel died testate on December 13, 1961, leaving a will dated April 7, 1961, which was duly admitted to probate on January 15,1962.

By the terms of paragraph Sixth of decedent’s will, he left certain real property in trust, naming five purported charitable organizations or institutions as beneficiaries sub[842]*842ject to two life estates. By the terms of paragraph Seventh of the will, decedent left the residue of his estate to the same five named charitable organizations or institutions. And by the terms of paragraph Eighth the decedent directed that, in the event of failure of any of the charitable gifts, in whole or in part, such gift was to go to Ewing Lingle, the appellant herein.

On June 28, 1962, pursuant to section 1080 of the Probate Code, the executor filed his petition to determine interests in the estate. Although the prayer of the petition sought a determination of all interests in the estate, the allegations of the petition and of the statements of interest filed by appellant and respondent, raised only an issue as to the one-fifth share devised to “Infantile Paralyses Hospital of Los Angeles, California.” A claim of interest was also filed by the American Cancer Society, claiming the one-fifth interest devised to it. No contest as to that claim was made by appellant. No other claim of interest was filed and no person other than the executor, appellant and respondent appeared at the hearing on the matter.

Upon conclusion of the hearing on the petition, the trial court found in favor of the claim of the American Cancer Society and in favor of the claim of respondent National Foundation, finding as to the latter that it was the beneficiary intended by the designation of “Infantile Paralyses Hospital.” The findings of fact, after setting forth essential jurisdictional findings and those above referred to, continued: “That the court reserves jurisdiction to determine the identity and share of all other beneficiaries until hearing on petition for distribution or upon hearing of a subsequent petition to determine heirship or in other appropriate proceedings.” (Italics added.)

The decree determining interest in estate concluded: “It is Further Ordered that jurisdiction to determine the identity and share of all other beneficiaries is reserved until further proceedings in the above-entitled estate. ’’ (Italics added.)

It is to be noted that neither in the findings of fact, conclusions of law or decree is any reference whatever made to the remaining three-fifths interest in the remainder of the trust referred to nor is any order made declaring or determining the rights of any persons as to any other interests in the estate.

Ewing M. Lingle is appealing from that part of the decree finding that The National Foundation was the intended bene[843]*843fieiary designated as the Infantile Paralyses Hospital of Los Angeles, California. The National Foundation has moved to dismiss the appeal, on the ground that it is premature. Respondent argues that the decree determining interest in estate is no more than an interlocutory decree because the court reserved jurisdiction to determine the identity and share of all other beneficiaries in further proceedings, and, as such, the decree is non-appealable.

Code of Civil Procedure, section 1048 provides: “An action may be severed and actions may be consolidated, in the discretion of the court, whenever it can be done without prejudice to a substantial right. (Italics added.)

And section 579 of the same code states: “In an action against several defendants, the court may, in its discretion, render judgment against one or more of them, leaving the action to proceed against the others, whenever a several judgment is proper. ’' (Italics added.)

The same rule has been applied in probate proceedings under section 1080. In Estate of Nuttle (1934) 3 Cal.App.2d 415, 418-419 [39 P.2d 475], the court said: “Appellants contend that the court did not by its order determine the rights of Leota Babcock, or of any of the legatees or devisees under the will other than respondent Juana M. Wood, and this is true, except to deny any other right than respondent’s in the $22,000 worth of bonds. We do not feel, however, that this or other claimed deficiencies in the order furnish ground for reversal, since the way is still open to any interested party to file another petition to determine heirship and to specify interests not heretofore passed upon. ’ ’ (Italics added.)

In the instant case, the decree appealed from has determined the rights to a severable portion of the estate as between appellant and respondent. No action that can be taken with respect to the rights of the three named charitable beneficiaries who did not appear as to the three severable one-fifth interests devised to them or with respect to the other legatees and devisees can in any way affect the rights of the parties to this appeal as to the severable one-fifth herein involved, nor the rights of the American Cancer Society to the remaining one-fifth. We can see no policy reason why the present dispute, involving only the parties presently before us, should have to await the determination of claims to other portions of the estate—claims as to which there does not now appear to be any issue or dispute. In fact, we [844]*844think it to he a sounder rule to allow the parties interested only in a severable portion of an estate to litigate their claims as to it, and thus be in a position at a later date to request a partial distribution of that asset, without waiting for rights in other assets, depending on other facts and issues, to be litigated.

However, the moving party cites and relies on the decision in Bodine v. Superior Court (1962) 209 Cal.App.2d 354 [26 Cal.Rptr. 260], decided after the entry of the decree herein involved. In that case, the court expressed its “disapproval” of the language in Estate of Nuttle which is emphasized in our quotation from the opinion, supra. A petition for hearing in the Supreme Court was denied in the Nuttle case; and it is well settled that “when the precise question of law has been decided by a District Court of Appeal and the Supreme Court has denied a hearing, such decision will be followed as settling the law in the absence of a later decision of the Supreme Court overruling or modifying the prior case.” (Housing Authority v. Peters (1953) 120 Cal.App.2d 615, 616 [261 P.2d 561].) In the light of this rule, we do not regard Bodine as intending to do more than to disapprove any implications from Nuttle insofar as applicable to the quite different facts involved in the Bodine case.

In Bodine, the trial court had before it a petition which involved the entire probate estate. It had taken testimony as to one set of claimants and as to part of a second group.

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Related

Estate of Brissel
218 Cal. App. 2d 841 (California Court of Appeal, 1963)

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Bluebook (online)
218 Cal. App. 2d 841, 32 Cal. Rptr. 458, 1963 Cal. App. LEXIS 1856, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lingle-v-national-foundation-calctapp-1963.