Moss v. Moss

204 Cal. App. 4th 521, 139 Cal. Rptr. 3d 94
CourtCalifornia Court of Appeal
DecidedMarch 20, 2012
DocketNo. D058547
StatusPublished
Cited by10 cases

This text of 204 Cal. App. 4th 521 (Moss v. Moss) 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
Moss v. Moss, 204 Cal. App. 4th 521, 139 Cal. Rptr. 3d 94 (Cal. Ct. App. 2012).

Opinion

Opinion

AARON, J.—

I.

INTRODUCTION

Any interested person who wishes to contest a will may bring a contest before the will is admitted to probate (i.e., a preprobate contest) (Prob. Code, § 8250).1 In addition, “any interested person, other than a party to a will contest and other than a person who had actual notice of a will contest in time to have joined in the contest,” may bring a contest after the will is admitted to probate (i.e., a postprobate contest) (§ 8270, subd. (a), italics added). Upon filing either a preprobate or postprobate contest, the contestant must serve a summons on certain statutorily specified persons. (§§ 8250, [524]*5248271.) A person who receives such a summons may file a demurrer to the contest within 30 days of service of the summons. (§§ 8251, 8271, subd. (b).)

In this case, Lorraine Bergeron Moss (Lorraine) filed a petition to probate a will of Robert Clinton Moss, Sr. (the decedent). In her petition, Lorraine alleged that she was the decedent’s spouse and executor of the will. The decedent’s son, Oliver L. Moss (Oliver), and grandson, Barry D. Moss (Barry), filed preprobate contests. The trial court admitted the will to probate without adjudicating, on the merits or otherwise, the preprobate contests.

Barry filed a postprobate contest to the will. Barry effectuated personal service of his postprobate contest on Lorraine’s attorney of record in the action, Margaret K. Herring. Attorney Herring subsequently filed a declaration in which she asserted that the time for filing a demurrer had not yet expired because Herring was not authorized to accept service of process on Lorraine’s behalf and Barry had failed to serve Lorraine personally with a copy of the postprobate contest. Lorraine subsequently filed a demurrer to Barry’s postprobate contest, claiming that Barry was precluded from bringing a postprobate contest because he had already brought a preprobate contest and because he had actual notice of Oliver’s preprobate contest, among other contentions. Without expressly ruling on the timeliness of the demurrer, the trial court sustained Lorraine’s demurrer without leave to amend, ruling that the bar against successive probate contests contained in section 8270 precluded Barry’s postprobate contest.

On appeal, Barry contends that the trial court erred in implicitly concluding that Lorraine’s demurrer was timely. Barry contends that service of process on a party’s attorney of record in a case is sufficient service of process under Code of Civil Procedure section 416.90. Courts have interpreted that statute to permit service of process to be made on a person who has “ ‘ostensible authority to accept service’ ” on behalf of a party. (Warner Bros. Records, Inc. v. Golden West Music Sales (1974) 36 Cal.App.3d 1012, 1018 [12 Cal.Rptr. 71] (Warner Bros.).) We conclude that Barry’s service of his postprobate contest on Lorraine’s attorney of record in the action constituted proper service of process on Lorraine, and that Lorraine’s demurrer was therefore untimely under the applicable statutes.

In the alternative, Barry contends that the trial court erred in concluding that section 8270 barred his postprobate contest. We conclude that the trial court erred in sustaining Lorraine’s demurrer on the ground that the bar against [525]*525successive probate contests contained in section 8270 barred Barry’s postprobate contest, because the trial court never adjudicated Barry’s preprobate contest. Accordingly, we reverse the court’s order sustaining the demurrer.2

n.

FACTUAL AND PROCEDURAL BACKGROUND

A. Oliver’s petition to probate the decedent’s 1996 will

In July 2009, Oliver filed a petition to probate the decedent’s will. Oliver’s petition stated that the will was dated “1993.” In an addendum to the petition, Oliver stated that he “requested a copy of the last known Last Will & Testament of [the decedent] and was denied access by [Lorraine].”3 Oliver subsequently filed a supplemental brief in which he stated that he had recently obtained access to a will dated August 30, 1996 (1996 Will), which he claimed should be admitted to probate as the decedent’s will. Oliver attached a copy of the 1996 Will to his brief.

B. Lorraine’s petition to probate the decedent’s 2006 will

In September 2009, Lorraine filed an objection to Oliver’s petition, and also filed her own petition to probate a will dated September 13, 2006 (2006 Will), in the decedent’s estate. Attorney Herring appeared in the action and filed the petition and the objection on behalf of Lorraine.

Lorraine later filed declarations from the two attesting witnesses to the 2006 Will in which the witnesses stated that they had observed the decedent sign the 2006 Will, and that the decedent appeared to be of sound mind at the time he executed the will.

C. The preprobate contests to the 2006 Will

In October 2009, Oliver, Barry, and the decedent’s granddaughter, Jill Blackwell, each filed separate objections (preprobate contests) to Lorraine’s petition to probate the 2006 Will. Blackwell’s objection stated that the decedent’s purported handwriting on the 2006 Will did not match known handwriting samples of the decedent.4 In the alternative, Blackwell claimed [526]*526that at the time the 2006 Will was purportedly executed, the decedent lacked sufficient mental capacity to effectuate a. will. Blackwell supported this claim with a declaration concerning her knowledge of the decedent’s mental capacity in 2006.5

Barry raised several claims in his objection, including that the handwriting on the 2006 Will did not appear to be the decedent’s. Barry also questioned the authenticity of the 2006 Will and whether Lorraine and the decedent had in fact ever been married.6 Oliver’s objection stated grounds nearly identical to the grounds stated in Barry’s objection. As discussed above, Oliver also filed a supplemental brief in which he requested that the court admit the 1996 Will to probate. In this brief, Oliver raised additional objections to Lorraine’s petition and requested that the attesting witnesses to the 2006 Will be “subjected] to cross-examination” with respect to their declarations.

D. The trial court’s order admitting the 2006 Will to probate

As discussed in greater detail in part III.B.2., post, on November 19, 2009, the trial court held a hearing on Lorraine’s petition. At the conclusion of the hearing, the court admitted the will to probate.

E. Barry’s postprobate contest of the 2006 Will and petition to admit the 1996 Will to probate

In January 2010, Barry filed a petition to revoke the 2006 Will (postprobate contest). Barry’s postprobate contest raised several of the same contentions that he had raised in his preprobate contest, as well as several additional contentions. Barry listed numerous grounds for contesting the will, including fraud, forgery, misrepresentation, undue influence, and lack of due execution. Barry also stated that he believed “[Lorraine] conspired with others to manufacture documents designed to defraud the Moss family of their rightful legacy and inheritance.”

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Cite This Page — Counsel Stack

Bluebook (online)
204 Cal. App. 4th 521, 139 Cal. Rptr. 3d 94, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moss-v-moss-calctapp-2012.