Principal Life Insurance v. Peterson

156 Cal. App. 4th 676, 67 Cal. Rptr. 3d 584, 2007 Cal. App. LEXIS 1792
CourtCalifornia Court of Appeal
DecidedOctober 31, 2007
DocketNo. F049876
StatusPublished
Cited by7 cases

This text of 156 Cal. App. 4th 676 (Principal Life Insurance v. Peterson) 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
Principal Life Insurance v. Peterson, 156 Cal. App. 4th 676, 67 Cal. Rptr. 3d 584, 2007 Cal. App. LEXIS 1792 (Cal. Ct. App. 2007).

Opinion

Opinion

ARDAIZ, P. J.

Probate Code section 252 provides that when the named beneficiary of a life insurance policy “feloniously and intentionally kills” the person whose life is insured, the beneficiary “is not entitled to any benefit under the . . . policy . . . , and it becomes payable as though the killer had predeceased the decedent.” (Ibid.) Appellant is the named beneficiary of a $250,000 life insurance policy insuring the life of his late wife, Laci Peterson. On November 12, 2004, a jury found appellant guilty of the first degree murder of Laci Peterson, and on March 16, 2005, the San Mateo County Superior Court entered a commitment judgment of death in appellant’s criminal trial. That judgment is presently on appeal in the California Supreme Court.

The present appeal is from a judgment in a civil action awarding the life insurance proceeds to the Estate of Laci Peterson (the Estate).1 The insurer, Principal Life Insurance Company (Principal), brought an interpleader action (see Code Civ. Proc., § 386) alleging that both appellant and the Estate claimed to be entitled to the life insurance proceeds. Principal asked for an order discharging it from any liability to appellant or to the Administrator of the Estate, and directing appellant and the Administrator to litigate between themselves their claims to the proceeds of the life insurance policy. Principal, appellant and the Administrator stipulated to the entry of such an order. The insurance policy proceeds were deposited with the clerk of the Superior Court of Stanislaus County, and Principal was dismissed from the action.

The Administrator then moved for summary judgment. She asked the court to take judicial notice of appellant’s criminal conviction. The court did so, without objection. Appellant opposed the motion by arguing that “[t]he evidence in the Request for Judicial Notice presented by the Estate utterly [680]*680fails to meet the requisite burden of proof.” Appellant relied on subdivision (b) of Probate Code section 254, which states: “In the absence of a final judgment of conviction of felonious and intentional killing, the court may determine by a preponderance of the evidence whether the killing was felonious and intentional for purposes of this part. The burden of proof is on the party seeking to establish that the killing was felonious and intentional for the purposes of this part.” (Prob. Code, § 254, subd. (b).) The only additional evidence presented by appellant was a declaration from his attorney stating that appellant’s criminal conviction was on appeal.

The superior court granted the Administrator’s motion for summary judgment. Its order granting the motion stated that the Administrator “has established, by a preponderance of the evidence, that [appellant] did feloniously and intentionally murder his wife, Laci D. Peterson, and as such he is not entitled to collect the benefits of her life insurance policy.” The court then entered a judgment directing the clerk of the Stanislaus County Superior Court to pay to the Administrator the life insurance proceeds Principal had deposited with the clerk.

APPELLANT’S CONTENTION

On his appeal from this judgment appellant again argues that the Administrator failed to meet her burden under Probate Code section 254, subdivision (b) to show that appellant feloniously and intentionally killed the decedent. As we shall explain, we agree with the trial court that in the absence of any conflicting evidence, appellant’s criminal conviction for the first degree murder of his wife was substantial and uncontradicted evidence that he feloniously and intentionally killed her. Summary judgment was therefore properly granted in favor of the Administrator.

FACTS

The Administrator’s motion presented the following facts, which were not disputed by appellant. Principal issued a “flexible premium variable universal life” insurance policy dated June 25, 2001, in the face amount of $250,000. The policy named Laci Peterson as the insured and appellant as the beneficiary. In November of 2004 a jury found appellant guilty of murdering Laci Peterson.

[681]*681Appellant’s opposition to the motion presented a September 8, 2005 declaration of his attorney, Mark J. Geragos, stating that appellant’s criminal conviction was on appeal.

In support of the motion the Administrator filed a request for judicial notice asking the court to take judicial notice of certain documents from appellant’s criminal case (Super. Ct. San Mateo County, 2004, No. SC55500). These were certified copies of (1) the jury’s December 13, 2004 penalty verdict fixing appellant’s penalty at death; (2) the jury’s November 12, 2004 verdict finding appellant guilty of the first degree murder of Laci Peterson; (3) the jury’s November 12, 2004 verdict finding to be true the special circumstance that appellant “has in this case been convicted of at least one crime of murder of the first degree and one or more crimes of murder of the first or second degree”; (4) the jury’s November 12, 2004 verdict finding appellant guilty of the murder of baby Conner Peterson; (5) the court clerk’s minutes of the March 16, 2005 proceedings (at which appellant was sentenced to death); and (6) the court’s March 16, 2005 “Commitment Judgment of Death.” As we have already mentioned, the court did take judicial notice of these documents, without any objection from appellant.

SUMMARY JUDGMENT

On appellate review of an order granting summary judgment “we independently examine the record in order to determine whether triable issues of fact exist to reinstate the action. [Citation.]” (Wiener v. Southcoast Childcare Centers, Inc. (2004) 32 Cal.4th 1138, 1142 [12 Cal.Rptr.3d 615, 88 P.3d 517]; accord, Aguilar v. Atlantic Richfield Co. (2001) 25 Cal.4th 826, 860 [107 Cal.Rptr.2d 841, 24 P.3d 493].) “We review summary judgment appeals by applying the same three-step analysis applied by the trial court: First, we identify the issues raised by the pleadings. Second, we determine whether the movant . . . showed the opponent could not prevail on any theory raised by the pleadings. Third, if the movant has met its burden, we consider whether the opposition raised triable issues of fact.” (Hawkins v. Wilton (2006) 144 Cal.App.4th 936, 939-940 [51 Cal.Rptr.3d 1]; see also Aguilar v. Atlantic Richfield Co., supra, 25 Cal.4th at pp. 849-855; Code Civ. Proc., § 437c.)

INTERPLEADER

This action is an interpleader action brought by Principal. “Any person, firm, corporation, association or other entity against whom double or multiple claims are made, or may be made, by two or more persons which are [682]*682such that they may give rise to double or multiple liability, may bring an action against the claimants to compel them to interplead and litigate their several claims.” (Code Civ. Proc., § 386, subd. (b).) “When a person may be subject to conflicting claims for money or property, the person may bring an interpleader action to compel the claimants to litigate their claims among themselves. (Code Civ. Proc., § 386, subd. (b).) Once the person admits liability and deposits the money with the court, he or she is discharged from liability and freed from the obligation of participating in the litigation between the claimants. [Citations.] The purpose of interpleader is to prevent a multiplicity of suits and double vexation. [Citation.]”

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Related

Fire Insurance Exchange v. Superior Court
181 Cal. App. 4th 388 (California Court of Appeal, 2010)
In Re Peterson
67 Cal. Rptr. 3d 584 (California Court of Appeal, 2007)

Cite This Page — Counsel Stack

Bluebook (online)
156 Cal. App. 4th 676, 67 Cal. Rptr. 3d 584, 2007 Cal. App. LEXIS 1792, Counsel Stack Legal Research, https://law.counselstack.com/opinion/principal-life-insurance-v-peterson-calctapp-2007.