Marriage of Hobson CA4/2

CourtCalifornia Court of Appeal
DecidedAugust 7, 2024
DocketE080482
StatusUnpublished

This text of Marriage of Hobson CA4/2 (Marriage of Hobson CA4/2) 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
Marriage of Hobson CA4/2, (Cal. Ct. App. 2024).

Opinion

Filed 8/7/24 Marriage of Hobson CA4/2 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

FOURTH APPELLATE DISTRICT

DIVISION TWO

In re the Marriage of CHRISTINE AND JIMMIE DALE HOBSON.

CHRISTINE HOBSON, E080482 Respondent, (Super. Ct. No. FLRI2000906) v. OPINION JIMMIE DALE HOBSON,

Respondent;

OLIVER LOUER et al.,

Claimants and Appellants.

APPEAL from the Superior Court of Riverside County. Cheryl C. Murphy, Judge.

Affirmed.

Decker Law, James D. Decker, and Griffin R. Schindler, for Claimants and

Appellants.

Benedon & Serlin, Judith E. Posner, and Kian Tamaddoni, for Respondent Jimmie

Dale Hobson.

1 No appearance for Respondent, Christine Hobson.

I.

INTRODUCTION

Appellants Oliver and Patricia Louer purchased a home (the Property) for their 1 daughter, Christine Hobson, and her daughter. The Louers initially held title to the

Property and rented it to Christine. Eventually, after Christine married Jimmie Hobson,

the Louers transferred title to the Property to Christine and Jimmie, as community

property. When Christine and Jimmie’s marriage was nearing an end, Christine

unilaterally attempted to transfer title to the Property back to her parents, unbeknownst to

Jimmie. After Christine filed for dissolution of her marriage, Jimmie discovered

Christine had quitclaimed the Property back to the Louers. In a bifurcated court trial of

the Hobsons’ dissolution proceedings, joined by the Louers as interested parties, the trial

court found that Christine and Jimmie retained their community property interest in the

Property and that the 2019 quitclaim deed was invalid.

The Louers appeal the trial court’s ruling on the bifurcated issue of ownership of

the Property. The Louers contend that the trial court erred in finding that the Property

belongs to Christine and Jimmie as community property. The Louers argue that the

Hobsons never acquired an interest in the Property because the 2016 quitclaim deed

transferring title of the Property from the Louers to the Hobsons was invalid. The Louers

1 When referring individually to parties or witnesses who share the same last names, we refer to them by their first names to avoid confusion. Our use of first names is not intended as a sign of disrespect.

2 alternatively argue that, even if title to the Property was transferred to the Hobsons in

2016, Christine transferred the Property back to the Louers in 2019, by quitclaim deed.

We conclude the Louers’ arguments lack merit, and affirm the trial court’s findings

and ruling that the Hobsons are the legal owners of the Property.

II.

FACTS AND PROCEDURAL BACKGROUND

In 1995, the Louers purchased the Property, located in Riverside. Christine, her

daughter, and Christine’s boyfriend, Chris Bragg, moved into the Property right after the

Louers purchased it. The Louers bought the Property so that Christine and her daughter

would not have to live in an apartment.

Christine paid the Louers rent from the time after she moved into the Property

until she filed for divorce from Chris. Christine married Chris in 1998, and they divorced

in 2000. Christine and Chris paid the Louers $600 a month for rent and paid the

electricity bill. The Louers paid the Property insurance, property taxes, and other

utilities, such as water and trash.

Christine and her daughter remained at the Property after her divorce from Chris.

Christine continued to pay the Louers rent, which eventually was reduced to $200 a

month because she lost her job. In 2003, the Louers paid off the Property mortgage.

Jimmie began living with Christine at the Property in 2003, and they married in

2004. When Jimmie moved in, he and Christine paid the Louers $675 in monthly rent

from their joint bank account, and paid for the gas, water, and electricity. The Louers

3 continued to pay the property taxes, insurance, and other household expenses and

utilities.

On September 12, 2006, the Louers executed the Oliver G. Louer and Patricia A.

Louer Revocable Living Trust (Louer Trust). The Louers were designated trustees,

grantors, and beneficiaries of the Louer Trust, and Christine was named successor trustee

and primary beneficiary upon the death of the Louers. Oliver testified that it was his

intent that Christine would receive sole title to the Property when the Louers died.

On September 18, 2006, the Louers executed a quitclaim deed, which Oliver

drafted, transferring title to the Property from the Louers individually, to the Louers as

trustees of the 2006 Trust. Oliver believed that, as trustees, the Louers were in charge of

managing the Property. Oliver testified that his intent when he drafted the quitclaim deed

was to prevent the Property from entering probate upon his death.

On April 30, 2016, the Hobsons executed the Christine Marie Hobson and Jimmie

Dale Hobson Revocable Living Trust (Hobson Trust), which Oliver drafted. Christine

and Jimmie were named as co-trustees, grantors, and beneficiaries of the Hobson Trust.

The Hobson Trust states in the declaration of trust instructions that Christine and Jimmie,

as trustees, “[e]ither alone may act for or represent the trust in any transaction.” The

Hobson Trust further provides that, upon Christine’s or Jimmie’s death, the survivor must

distribute the deceased spouse’s share of the property in Schedule A, which consists

solely of the Property. The Hobson Trust’s declaration of trust states in Part 4, entitled

“Character of Trust Property,” that either Christine or Jimmie, as grantors, “may revoke

4 this trust at any time, without notifying any beneficiary” and “distribute the trust property

listed on Schedule A” “to the grantors as their community property.” Amending the

Hobson Trust, however, required both grantors “acting together.”

Under the Hobson Trust section entitled, “Part 8. Trustee’s Management Powers

and Duties,” the trust states: “A. Powers Under State Law, [¶] The trustee shall have all

authority and powers allowed or conferred on a trustee under California law, subject to

the trustee’s fiduciary duty to the grantors and the beneficiaries. [¶] B. Specified Powers,

[¶] The trustee’s powers include, but are not limited to: [¶] 1. The power to sell trust

property, and to borrow money and to encumber trust property, including trust real estate,

by mortgage, deed of trust or other method.” Schedule A of the Hobson Trust only lists

the Property as “Shared Property Placed in Trust.” Schedule B of the Hobson Trust

states: “Christine Marie Hobson’s Separate Property Placed in Trust, [¶] No schedule

property.”

Oliver testified he included in the Hobson Trust the language that either Christine

or Jimmie could act individually on behalf of the other under the Hobson Trust, in the

event there was some unforeseen event. Christine testified that she believed she owned

the Property and she was going to live there forever and raise her children there.

On May 9, 2016, the Louers executed a quitclaim deed, drafted by Oliver (2016

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