Saar v. Shea

274 Cal. App. 2d 786, 79 Cal. Rptr. 484, 1969 Cal. App. LEXIS 2113
California Court of Appeal·Decided July 14, 1969·No. Civ. No. 26096·Published·Cited by 1 cases

Opinion

CHRISTIAN, J.

Juuli Poder died in Estonia (U.S.S.R.), leaving an estate comprising a savings account in a San Francisco bank. Certain Estonian heirs-at-law appeal from a decree distributing the estate to respondent Julius Pillman, a nephew now residing in Maine.1 The appeal is founded on the contention that the failure of respondent public administrator to give notice to the heirs-at-law, as required by Probate Code section 328, deprived the court of jurisdiction to admit the purported will of the decedent to probate and to take any proceedings thereafter (citing Farmers etc. Nat. Bank v. Superior Court (1945) 25 Cal.2d 842 [155 P.2d 823]; Estate of Vollhaber (1967) 251 Cal.App.2d 145 [59 Cal.Rptr. 169]).

The petition for probate of will listed among the heirs the present appellants, giving their addresses simply as “Estonia. ’ ’ Notice of hearing was mailed to the following address: “Estonia, Care of June L. Barnum, Attorney, 233 Sansome Street, San Francisco, Calif. ’ ’ Receiving the notices, attorney Barnum promptly wrote to the public administrator, advising that she represented only Julius Pillman, the proponent of the will, and that she could not accept service on behalf of the addressees. The public administrator took no action in response to this letter. The will was admitted to probate; an order was later obtained instructing the public administrator to proceed with distribution in accordance with the will.

Thereafter, appellants retained local counsel who filed a request for special notice under Probate Code section 1202. One week later, the public administrator filed his final account and report, petition for settlement thereof and petition for distribution. Notice of hearing on this petition was mailed to the attorneys for appellants. Appellants immediately filed “Objections to Distribution and Motion to Set Aside Order Admitting Will to Probate” upon the stated ground that " the court lacked jurisdiction to make its order admitting the will to probate because notice of the hearing on the petition to [789] admit the will into probate was not given to the moving parties and upon the further ground that the purported notice given to the moving parties did not comply with the requirements of law.” Appellants’ counsel failed to appear at the hearing on the account and report; the court approved the account and ordered distribution. Appellants then noticed a “Motion to Set Aside Decree of Final Distribution and Order Denying Objections to Final Distribution.” The grounds given were “a mixup in [counsel’s] office calendar. ’ ’ The motion was denied.

Section 328 of the Probate Code provides in relevant part as follows: “ At least ten days before the hearing, copies of the notice must be personally served upon the heirs of the testator and the devisees and legatees named in the will and all persons named as executors who are not petitioning, or mailed, postage prepaid, from a post office within this State, addressed to them at their respective places of residences, if known to the petitioner, if not, at the county seat of the county where the proceedings are pending. ’ ’ The requirement of sending notice to the county seat was plainly not met. The failure to comply with section 328 deprives the probate court of jurisdiction to admit the will to probate (Farmers etc. Nat. Bank. v. Superior Court, supra, 25 Cal.2d 842, 845; Estate of Vollhaber, supra, 251 Cal.App.2d 145, 152-153). In the Farmers Nat. Bank case, the court found that a subsequent general appearance by the decedent’s devisees cured the jurisdictional defect, but the court clearly stated that strict compliance with section 328 is a jurisdictional requirement. In Estate of Vollhaber, the probate judge revoked his order issuing letters of administration on the motion of a legatee who did not get proper notice; the Court of Appeal upheld the probate judge’s action, following the Farmers Nat. Bank declaration that strict compliance with statutory requirements is a jurisdictional necessity.

Respondent proponent contends that the notices were valid. First, he claims that the notices were in fact sent to a “known address” because they were addressed to “Estonia” as well as to counsel for the proponent; but the envelopes were addressed “in care of” proponent’s attorney. Even if “Estonia” were sufficient as a known address, the notices clearly were not directed there. If “Estonia” is not sufficient as a known address, the notices should have been directed to the county seat at some general address such as [790] “general delivery” where some slight prospect of actual delivery to the addressee might exist.

Respondent’s second contention is based upon Murray v. Superior Court (1929) 207 Cal. 381 [278 P. 1033], Stevens v. Torregano (1961) 192 Cal.App.2d 105 [13 Cal.Rptr. 604], and Nicholson v. Leatham (1915) 28 Cal.App. 597 [153 P. 965, 155 P. 98], These cases establish the rule that inadequate notice does not establish lack of jurisdiction unless the inadequacy appears from the face of the judgment roll. Thus it is not a jurisdictional defect to fail to give notice to an heir not listed in the petition. Because the names in the petition in this, ease differ in form from those used by appellants in their request for special notice, respondent argues that the appellants were not known to the petitioner, and thus' failure to notify them did not deprive the probate court of jurisdiction. But the two sets of names correspond rather closely. Appellants allege their identity as the persons named in the petition; differences in orthography do not establish lack of identity, We conclude that because of the public administrator’s failure (appearing from the judgment roll) to give proper notice as required by section 328, the probate court lacked jurisdiction' to admit the purported will to probate and to issue letters of administration.

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Saar v. Shea, 274 Cal. App. 2d 786, 79 Cal. Rptr. 484, 1969 Cal. App. LEXIS 2113 (Cal. Ct. App. 1969).

274 Cal. App. 2d 786 (Saar v. Shea) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Estate of Poder
274 Cal. App. 2d 786 (California Court of Appeal, 1969)