Seavey v. Kuhlken

241 Cal. App. 2d 1, 50 Cal. Rptr. 339, 1966 Cal. App. LEXIS 1205
CourtCalifornia Court of Appeal
DecidedMarch 21, 1966
DocketCiv. No. 28938; Civ. No. 28939
StatusPublished
Cited by1 cases

This text of 241 Cal. App. 2d 1 (Seavey v. Kuhlken) 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
Seavey v. Kuhlken, 241 Cal. App. 2d 1, 50 Cal. Rptr. 339, 1966 Cal. App. LEXIS 1205 (Cal. Ct. App. 1966).

Opinion

ROTH, P. J.

On April 12, 1963, Oscar B. Armstrong (Oscar) died. Gladys Seavey (appellant), daughter of the deceased and executrix of his estate, appeals from a decree determining interests in Oscar’s estate pursuant to a petition she filed under Probate Code, sections 1080 and 1081, on November 13, 1963, requesting such a determination.

Respondents Nettie Kuhlken, Stephen Briening, Edward Briening an’d Geraldine Jordhay, all relatives of Ella C. Armstrong (Ella), Oscar’s wife who died approximately two months after Oscar, filed petitions in April 1964 in accordance with the aforementioned sections, claiming an interest in Oscar’s estate as distributees under the will of Oscar, and also as heirs and residuary legatees under Ella’s will. Respondent Bank of America became a party to the proceeding as executor of Ella’s decedent’s estate.

The decree, filed August 3, 1964, finds all property of Oscar’s estate to be the separate property of Oscar’s ’deceased wife, Ella, and orders appellant to “transfer and deliver to Bank of America ... all assets of any kind or nature which [appellant] is attempting to administer in this estate, to be administered by said Bank as Executor of the Estate of Ella C. Armstrong, deceased; ...”

[4]*4On December 11,1962, prior to the death of the Armstrongs, Ella was declared incompetent and appellant was appointed guardian of her person and estate. Subsequently, Oscar filed suit against appellant as guardian of Ella, requesting a declaration by the court of the status of their property. On April 8, 1963, four days before Oscar’s death, a written stipulation was executed stating that the parties to the suit agreed that all property owned by both or either of the parties was community property and further, that the court might enter judgment in the guardianship estate to that effect. No such judgment was ever entered. Appellant did not in her capacity as guardian of Ella seek or obtain permission from the court acting in the guardianship to enter into such a stipulation. No proceedings were taken by Ella as executrix of Oscar’s estate, he having died four days after the stipulation to have a judgment entered on the stipulation.

On April 12, 1963, four days after the execution of the foregoing stipulation, Oscar died. His will was admitted to probate on May 17, 1963, and on said date appellant, the principal beneficiary of his will, was named executrix.

On June 14, 1963, Ella died. Her will, under which appellant took nothing, was admitted to probate and respondent Bank of America was named executor.

On September 5, 1963, approximately four months after appellant had been appointed executrix in Oscar’s estate, and after the appointment of Bank of America as executor of Ella’s estate,1 appellant, as guardian of Ella, filed in the guardianship proceeding a first and final accounting. The accounting and report itemized Ella’s assets which consisted primarily of real property and bank accounts and a few items of personal property, and described her interest therein as “an undivided one-half community interest” totaling $72,225.96. In an uneontested ex parte proceeding, after proper notice had been given, the probate court, without a hearing, entered an order settling the account of the incompetent’s estate as follows: “It is Ordered, Adjudged and Decreed by the Court that said guardian has in her possession belonging to said estate ... a balance of $72,225.96, of which $1,290.08 is in cash, and said account and report is hereby approved, allowed and settled accordingly; . . . ” After paying certain fees, appellant was ordered to turn over the balance of the [5]*5assets to the personal representative of Ella Armstrong, deceased, for probate administration, and upon filing a receipt therefor, appellant was to be discharged.2 Prom this order, respondents Nettie Kuhlken, Stephen Briening and Bank of America appeal. This appeal has been consolidated with the appeal of appellant in the Estate of Oscar. It is also before us.

On November 6, 1963, appellant filed an inventory and appraisement as executrix of Oscar’s estate. The assets inventoried were identical to those included in the guardianship report but were itemized at full rather than half value.

As noted above, appellant thereafter petitioned the court to determine all interests in Oscar’s estate.. Respondents filed statements declaring their interest in the estate on April 1 and April 9, 1964. After a trial on the status of the property, the court, on August 3, 1964, filed findings of fact and conclusions of law, and issued a decree determining interests in the estate. The decree states in part: “That all property standing in the name of Ella C. Armstrong on December 11, 1962, the date of the Order appointing Gladys G. Seavey as Guardian of her Estate, as an incompetent person, was on said date and at all times prior thereto had been the sole and separate property of Ella C. Armstrong, and her husband, Oscar B. Armstrong did not at any time have any right, title, or interest therein, as being the community property of the spouses or otherwise; That all of said property was properly subject to administration in the Estate of said incompetent person, although said guardian attempted to administer a fraction thereof only, and on the death of said ward, the whole thereof, whether administered in the guardianship proceedings or not, was thereafter distributable to the estate of the deceased ward, to wit: Bank of America National Trust and Savings Association; as Executor thereof; ...”

The property listed in the decree as being the separate property of Ella was identical to the property inventoried by appellant both as executrix of Oscar’s estate and as guardian of Ella.

Preliminarily we deal first with appellant’s contention that respondents Nettie Kuhlken, Stephen Briening and Bank of America may not appeal from the order settling the final [6]*6account in the guardianship proceedings since they were not parties to that proceeding. While such an order is appealable (Prob. Code, § 1630), Code of Civil Procedure, section 938 requires an appellant to be a “party aggrieved.” Whether respondents are such persons is a question not without difficulty. One line of cases represented by Estate of McDermott, 127 Cal. 450 [59 P. 783]; Estate of McDougald, 143 Cal. 476 [77 P. 443]; Eggert v. Pacific States Savings & Loan Co., 20 Cal.2d 199 [124 P.2d 815]; Estate of Silver, 92 Cal.App.2d 173 [206 P.2d 895]; and Rose v. Rose, 110 Cal.App.2d 812 [243 P.2d 578], hold that a person entitled to appeal must be a party of record and move to vacate the judgment or otherwise oppose the judgment appealed from below. None of the persons mentioned were parties to the record in the guardianship estate and no such motion was made. Another line of authority, represented by Estate of Benner, 155 Cal. 153, 154 [99 P. 715]; Estate of Levy, 4 Cal.2d 223, 226 [48 P.2d 675]; Guardianship of Copsey, 10 Cal.2d 748 [76 P.2d 691]; Estate of Moran, 122 Cal.App.2d 167 [264 P.2d 598]; and Estate of Sloan, 222 Cal.App.2d 283, 291-292 [35 Cal.Rptr.

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Related

Estate of Armstrong
241 Cal. App. 2d 1 (California Court of Appeal, 1966)

Cite This Page — Counsel Stack

Bluebook (online)
241 Cal. App. 2d 1, 50 Cal. Rptr. 339, 1966 Cal. App. LEXIS 1205, Counsel Stack Legal Research, https://law.counselstack.com/opinion/seavey-v-kuhlken-calctapp-1966.