Silver v. Shemanski

201 P.2d 418, 89 Cal. App. 2d 520, 1949 Cal. App. LEXIS 904
CourtCalifornia Court of Appeal
DecidedJanuary 6, 1949
DocketCiv. 16425
StatusPublished
Cited by34 cases

This text of 201 P.2d 418 (Silver v. Shemanski) 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
Silver v. Shemanski, 201 P.2d 418, 89 Cal. App. 2d 520, 1949 Cal. App. LEXIS 904 (Cal. Ct. App. 1949).

Opinion

WHITE, J.

This litigation was instituted by Marc Silver through the filing by him on October 29, 1945, of a complaint for declaratory relief, naming as defendants, Joseph Shemanski, as executor of the last will and testament of Isidor Silver, deceased, and Helen Silver, widow of said decedent. In such complaint for declaratory relief, the terms and provisions of the last will and testament of Isidor Silver were alleged, with the claim that by clause 5 of the will it was expressly and impliedly agreed and understood by and between the decedent, Isidor Silver and his wife, defendant Helen Silver, and was so intended by them, that all property held in their record names as joint tenants continued to be and was their community property, and was disposed of by the will. The existence and legal effect of a “waiver” signed by the wife Helen Silver was pleaded, and the complaint alleged that by and through the aforesaid “waiver” Helen Silver accepted and acquiesced in the provisions of the will disposing of all the property. The complaint further alleged the existence of a controversy between the parties (Code Civ. Proc., § 1060), and the respective contentions of plaintiff and defendants in said action were set forth. By the prayer of the complaint *525 the court was asked to adjudicate that all of the joint tenancy property and the proceeds of any sales of said property that uad been made were in fact community property, and constituted a part of the community property of the estate of Isidor Silver which was disposed of by his will.

The complaint in the declaratory relief action was not immediately or ever served upon either defendant. At the time of filing said complaint it appears that both defendants were temporarily absent from the State of California.

In the interest of clarity we here set forth the pertinent parts of the factual background surrounding this litigation. The decedent Isidor Silver and his wife Helen Silver, one of the defendants in the declaratory relief action, were married in Seattle, Washington, on August 14, 1924, and very shortly thereafter came to Los Angeles. At that time they did not have any property whatsoever except a small amount of cash approximating $1,000. After having engaged in several enterprises, Isidor Silver, on or about the year 1936 or 1937, commenced to buy and sell real estate. On June 21, 1937, he executed a will which (with the waiver attached) lias been admitted to probate. By the terms of the waiver Helen Silver allegedly certified that she understood that the will of her husband, to which this document was attached, proceeded to dispose not only of his separate property, but also of the community property of the spouses, including her half, and that by the waiver she was electing to take under the will and acquiesced in its provisions.

Thereafter, and before his death, Isidor Silver executed three codicils. At the time of his death, the spouses had amassed a sizable holding of real property. This property was held in two distinct categories. Title to some of it stood in the name of Isidor Silver and this was promptly taken into his estate and was later appraised at $262,703.80. Fifteen parcels stood in joint tenancy between the decedent and defendant Helen Silver. These were later appraised at $504,600. All of this property was heavily encumbered.

Decedent Isidor Silver died March 28, 1945. Following his death, the two categories of property above described were handled quite differently. There is evidence in the record that shortly after the demise of her husband, his widow Helen Silver and her brother Ben Bridge, upon whose judgment she strongly relied and in whom she reposed great confidence, requested there should be a delay in determining the status of the properties held of record in joint tenancy until *526 such time as defendant Helen Silver could discover whether there was some way in which she might avoid the effect of the waiver attached to the will and the trust created in the will, and procure for herself the payment of a sum in cash, and until such time as she" and the other heirs might settle the matter amicably. On or about April 3, 1945, defendant Helen Silver named her codefendant Joseph Shemanski (the executor of the estate of her husband) her agent and attorney-in-fact with respect to all of the joint tenancy properties. Thereafter, Joseph Shemanski, acting pursuant to his power of attorney and as the agent of Helen Silver, assumed the management and control of all the joint tenancy properties and, through the medium of deeds executed by Helen Silver, sold 10 of the 15 joint tenancy properties and placed the proceeds of those sales which were not expended for current expenses of maintaining and operating the properties, in a bank account in the name of Helen Silver. In order to sell the 10 parcels of real estate such steps were taken as were necessary to terminate the record joint tenancy between decedent Isidor Silver and his wife Helen Silver, and to make it possible for her to convey the titles to the purchasers of the 10 properties.

In January of 1946, both of the foregoing defendants named in the' declaratory relief action returned to California and negotiations were commenced with a view to amicably adjusting and settling the controversy which was the subject matter of such action. At a conference held on January 18, 1946, no conclusion was reached. On February 7, 1946, Joseph Shemanski, executor of the estate of Isidor Silver and attorney-in-fact for the widow Helen Silver, wrote a letter to the aforesaid Ben Bridge, brother and advisor of Helen Silver, informing him that said executor would wait until February 28, 1946, before he took action to present the entire estate matter to the court, and before he would “throw the whole thing in the estate,” and “give it to court.”

Ben Bridge came to Los Angeles in the latter part of February and a series of conferences ensued in which a compromise agreement was arrived at. The record reflects evidence that during these negotiations a full and open discussion was had, the widow, Helen Silver, was urged to obtain the services of independent counsel, which she refused to do. Throughout the negotiations, however, the widow, Helen Silver, was advised by her aforesaid brother, Ben Bridge.

*527 The compromise agreement bearing date o£ February 28, 1946, was executed between Helen Silver, the widow, as first party, and Marc Silver, plaintiff in the declaratory relief action and Jetka Zawadzki, Rachela Buistyn and Sala Dach, “whose last place of residence was Poland,” as second parties.

After reciting that the first party is the widow of decedent Isidor Silver, and that the second parties are his brother and sisters, that “the present whereabouts of said sisters is unknown to the parties and said sisters have not been heard from for approximately seven years, it is understood that' Marc Silver makes and executes this agreement on their behalf,” the recitals in the document set forth the contentions of the parties, and particularly the contention of Marc Silver that all of the joint tenancy property was community property and was disposed of by the will of Isidor Silver, should be compromised within his estate and distributed in accordance with the terms of the will.

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Bluebook (online)
201 P.2d 418, 89 Cal. App. 2d 520, 1949 Cal. App. LEXIS 904, Counsel Stack Legal Research, https://law.counselstack.com/opinion/silver-v-shemanski-calctapp-1949.