Meyer v. Meyer

162 Cal. App. 4th 983, 76 Cal. Rptr. 3d 546, 2008 Cal. App. LEXIS 678
CourtCalifornia Court of Appeal
DecidedMay 6, 2008
DocketNo. A116959
StatusPublished
Cited by17 cases

This text of 162 Cal. App. 4th 983 (Meyer v. Meyer) 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
Meyer v. Meyer, 162 Cal. App. 4th 983, 76 Cal. Rptr. 3d 546, 2008 Cal. App. LEXIS 678 (Cal. Ct. App. 2008).

Opinion

[986]*986Opinion

KLINE, P. J.

INTRODUCTION

Petitioner and appellant Stephen Meyer appeals an order of the San Francisco Superior Court denying his petition to declare that a “Petition for Information”1 he proposes to bring against his father, objector and respondent Herbert G. Meyer, as the sole surviving trustee of the Edie Westphal Herold Testamentary Trust (Trust), would not amount to a will contest. (Prob. Code,2 § 21320.)3

Appellant contends that the trial court erred in determining that (1) the Trust (specifically the third decree of distribution regarding the ranch property) is subject to the no contest clause contained in the decedent’s will (Will); (2) the Petition for Information would trigger the no contest clause; and (3) public policy does not render the no contest clause unenforceable under the circumstances. We agree with appellant that the trial court erred in concluding that the no contest clause of the Will was incorporated by reference into the third decree of distribution. Therefore, we shall reverse the order denying appellant’s safe harbor motion.

FACTS

Edie Westphal Herold died in February 1949, and her Will and codicil were admitted to probate on February 25, 1949.4 Herold Westphal, George H. Meyer, and respondent Herbert G. Meyer were appointed executors of the Will. The Will consists of 11 articles governing the administration of the probate estate and the distribution of its assets. Article sixth of the Will provides for distribution of the residue of the probate estate “to Herold Westphal, George H. Meyer, and Herbert G. Meyer, in trust, however, for the uses and purposes as follows . . . .” There follow approximately eight pages [987]*987specifying the terms of the Trust in detail. Article sixth does not contain or refer to a no contest clause.

The Will contains a no contest clause in article ninth, that provides as follows: “NINTH: In the event that any one or more of the legatees, devisees, or beneficiaries named in this my Last Will and Testament, or in any codicil which I may hereafter make, or any other person should object by any action or other proceeding to any of the provisions of this my Last Will and Testament, or of any such codicil, or should attempt to defeat the same, or should file any contest of this will, or of any such codicil, or of any provision of this will, or of any such codicil, such legatee, devisee, beneficiary or other person shall receive the sum of FIVE DOLLARS ($5.00) each and no more, and any and all other provision or provisions made herein for such legatee, devisee, beneficiary, or other person shall be annulled and revoked and such legatee, devisee, beneficiary or other person shall take nothing from my estate other than said sum of FIVE DOLLARS ($5.00) each.”

The Trust was established under four decrees of distribution:5 the first decree filed November 7, 1949; the second decree filed June 12, 1950; the third decree filed October 17, 1950; and the fourth or final decree filed June 8, 1953. The Trust’s primary asset was the Herold Ranch, real property located in Monterey County, California. Each decree ordered that certain assets of decedent’s estate be distributed to the trustees of the Trust, to be held in accordance with the terms of the Trust as specified in the decrees. Each decree specifies the same Trust terms, and the terms of the Trust are set forth in each of the decrees in terms identical to the provisions set forth in article sixth of the Will, except as modified by the codicil to the Will. It is undisputed that none of the decrees of distribution contains the no contest clause contained in the Will or any other no contest clause.

The first decree of November 7, 1949, provides that the asset distributed thereunder (a certificate of membership in and lease of a community apartment) “is subject to distribution as part of the rest, residue and remainder of said estate to HEROLD WESTPHAL, GEORGE H. MEYER and HERBERT G. MEYER as trustees under and pursuant to the terms of the said Last Will and Testament of said decedent. . . .” (Italics added.) Similarly, the fourth or final decree of June 8, 1953, provides “that the rest, residue and remainder of said estate is distributable to HEROLD WESTPHAL, GEORGE H. MEYER and HERBERT G. MEYER in trust pursuant to the [988]*988terms of the Last Will and Testament of said decedent as set forth in the petition on file herein and as hereinafter stated . . . .”

The third decree of October 17, 1950, distributed the ranch to the trustees “for the following uses and purposes,” and also mirrors the structure and language of article sixth of the Will, modifying the language to accommodate changes made by the codicil. In its provision distributing the ranch and its restatement of the Trust provisions, the third decree does not refer to either the Will or the codicil, although recitals regarding some of the various nontrust assets or payments refer to article seventh of the Will, and distribution of some income is made “pursuant to the terms of said last will and testament of decedent . . . .” The distributive section of the third decree provides: “IT IS FURTHER ORDERED, ADJUDGED AND DECREED” that the residue of the estate be distributed to the trustees “for the following uses and purposes, to wit,” and is followed by four and one-half single-spaced pages setting forth the terms of the Trust. Thereafter, the distributive section states that the property “distributed in trust as aforesaid is as follows,” followed by a description of various probate assets being distributed to the trustees, including the ranch.

All of the decrees of distribution contain the Trust provision, paragraph (f), regarding the trustees’ duty to account to remainder beneficiaries as follows: “(f) Said trustees shall not at any time be required to prepare, sign or deliver to the remaindermen hereinafter named, or any of them, or to their personal representatives, as required by the provisions of Section 1065 of the Probate Code of the State of California, or any other provision of law, any inventory or inventories of any property which may come into their possession under the provisions of this ARTICLE SIXTH, or to account to said remaindermen or any of them, or to their personal representatives, for proceeds of said ranch of any kind or nature whatsoever which may accrue to said trustees and/or come into their possession, and said trustees shall not be liable to the remaindermen or any of them, or to their personal representatives, for damages or otherwise on account of any actual or alleged waste or injury to the inheritance committed or suffered by said trustees, or on account of the failure of said trustees properly to manage said ranch or to keep the buildings and fences on said ranch in repair, and no one or more of said remaindermen shall have the right to enjoin any waste or act of injury to her inheritance actually or allegedly threatened to be committed or suffered by said trustees, or to deprive said trustees of the right to use, possess, and enjoy said ranch or the rents, issues, profits, or proceeds therefrom for and during the entire period of this trust on account of any actual or alleged waste or act of injury to the inheritance, or to require said trustees to give security for the benefit of such remaindermen or any of them. The term ‘waste’ as used in this [989]

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Cite This Page — Counsel Stack

Bluebook (online)
162 Cal. App. 4th 983, 76 Cal. Rptr. 3d 546, 2008 Cal. App. LEXIS 678, Counsel Stack Legal Research, https://law.counselstack.com/opinion/meyer-v-meyer-calctapp-2008.