Murphy v. Wells Fargo Bank

225 Cal. App. 2d 224, 37 Cal. Rptr. 205, 1964 Cal. App. LEXIS 1366
CourtCalifornia Court of Appeal
DecidedMarch 2, 1964
DocketCiv. No. 21234
StatusPublished

This text of 225 Cal. App. 2d 224 (Murphy v. Wells Fargo Bank) 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
Murphy v. Wells Fargo Bank, 225 Cal. App. 2d 224, 37 Cal. Rptr. 205, 1964 Cal. App. LEXIS 1366 (Cal. Ct. App. 1964).

Opinion

MOLINARI, J.

This is an appeal from an “Order Denying Petition for Modification of Family Allowance.”1

The Record

Vincent J. Murphy (hereinafter referred to as decedent), died intestate on July 20, 1960, leaving surviving him a widow and two minor children. His widow (hereinafter referred to as appellant), was appointed administratrix of his estate (hereinafter referred to as the Murphy estate). On January 20, 1961, and before the inventory was filed, the probate court, upon petition of appellant, made its order granting her a family allowance in the sum of $750 per month for the maintenance of said widow and minor children, beginning from the date of death of the decedent, and continuing until the further order of court. On August 30, [229]*2291961, an inventory and appraisement of the estate was filed showing the value of the estate to be $246,994.97. Subsequently, and on June 13, 1962,2 appellant, as administratrix, filed her first account and report and her petition for a partial distribution of the estate.

Thereafter, on June 22, and prior to the hearing of said account and petition, Wells Fargo Bank (hereinafter referred to as the Bank), as executor of the Last Will of Margaret Winifred Kyle (hereinafter referred to as Mrs. Kyle), filed an action in the superior court against appellant in her individual capacity and as administratrix of the Murphy estate. The complaint alleged that the assets inventoried in the Murphy estate were obtained by decedent from Mrs. Kyle, his aunt, by the use of undue influence at a time when he stood in a confidential relationship to her. The Bank prayed that a trust be impressed upon the claimed assets of the Murphy estate and that they be awarded to the Kyle estate in specie. The Bank sought a preliminary injunction prohibiting appellant from disposing of any of the assets of the Murphy estate claimed by it, pending a final determination of its contention that such assets were not the property of the Murphy estate, but belonged to the Kyle estate. An order to show cause why a preliminary injunction should not issue was set for hearing on July 2, and a preliminary injunction was issued on July 3, prohibiting appellant in her capacity as administratrix from transferring any assets or funds out of or from the Murphy estate. The said preliminary injunction contains a provision, apparently based upon a stipulation, that appellant could, without prejudice to the position of the parties, receive a family allowance in the sum of $1,000 for herself and her minor children, and that for “that purpose” she was “at liberty” to petition the probate court for an order increasing the family allowance from $750 to $1,000 per month.3

On July 24, appellant filed, in the probate proceedings, her petition for modification of the family allowance, seeking to [230]*230increase such allowance for herself and her children from $750 to $1,000 per month. The petition recited that the sum of $1,000 is a reasonable allowance and “is necessary for the maintenance of petitioner and her minor children, according to her circumstances.” The hearing of said petition was set for August 8. In the meantime, and on August 4, appellant remarried. On August 8 the probate court made its order that there be paid to appellant the sum of $1,000 per month beginning on July 1, and to continue until the further order of the court “as and for a family allowance.” The probate court noted in said order, by way of recital, the provisions of the aforesaid preliminary injunction, and found that the petition and “this order” did not violate the terms of said injunction.4 Pursuant to the said order appellant paid herself from the funds of the Murphy estate a family allowance of $1,000 per month for the months of July and August.

Thereafter, on October 1, appellant filed another petition for modification of family allowance wherein she alleged that she had married subsequent to the filing of the aforesaid petition seeking an increase in family allowance from $750 to $1,000 per month, and that a family allowance of $1,000 was “no longer applicable” because she was not entitled to a family allowance by reason of her remarriage. In said petition she prayed for a family allowance in the sum of $750 per month for the maintenaee of the two minor children according to their circumstances. The said petition came on for hearing on November 13, at which time it was opposed by the Bank.5 Upon the evidence adduced at said hearing, the probate court made an order on November 15, which it signed and filed on December 4, wherein it found that at the time it made the order increasing the family allowance on August 8, it had not been advised of the remarriage of appellant; that said remarriage “terminated, ipso facto and by operation of [231]*231law,” any right of appellant to an allowance for her support and maintenance out of the Murphy estate; and “that the said order made on August 8, 1962 without knowledge of the Court regarding the fact of said marriage was null and void.” The probate court also found that the Murphy estate “is an insolvent estate” by virtue of the aforesaid pending superior court action brought against appellant and the Murphy estate by the Bank on behalf of the Kyle estate, and that therefore the family allowance theretofore granted should be terminated. Pursuant to these findings the court ordered that the petition for modification be denied; that the family allowance ordered on January 20, 1961, “terminated, ipso facto and by operation of law, on August 4, 1962”; that the order made on August 8, being null and void, was vacated; and that appellant reimburse the Murphy estate in the sum of $903.24, representing the excess of the family allowance to which she was entitled under the original order for family allowance made on January 20, 1961, “for the period from August 1,1962 through August 4,1962. ’ ’

In the light of this procedural and factual background, we now proceed to discuss the issues presented on this appeal.

The Effect of the Preliminary Injunction

Appellant contends that the aforesaid provision in the preliminary injunction relative to family allowance was binding on the probate court as to her right to have such allowance. This contention is without merit. It is apparent from a reading of the provision that the superior court in the injunction proceeding was not purporting to act in the exercise of its probate jurisdiction with respect to the granting or denying of family allowance. Such order was not an adjudication with respect to a family allowance so as to make it res judicata. Even if it could be thus construed, it would not prevent the probate court from subsequently modifying or terminating such allowance upon a proper showing as this is a power reserved by statute. (See Prob. Code, § 681; Estate of Hoffman, 213 Cal.App.2d 635, 641-643 [29 Cal.Rptr. 60].) The clear import of said provision, however, is to permit appellant, notwithstanding the injunction enjoining her from transferring the assets of the Murphy estate, to receive a family allowance for herself and her children therefrom not to exceed $1,000 per month, and to permit her to petition the probate court for an order increasing the family allowance of $750 per month, then being received pursuant to the order of January 20,1961, to $1,000 per month.

[232]*232The Validity of the Order of August 8,1962

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Bluebook (online)
225 Cal. App. 2d 224, 37 Cal. Rptr. 205, 1964 Cal. App. LEXIS 1366, Counsel Stack Legal Research, https://law.counselstack.com/opinion/murphy-v-wells-fargo-bank-calctapp-1964.