Steres v. Fox

51 Cal. App. 3d 300, 124 Cal. Rptr. 105, 1975 Cal. App. LEXIS 1372
CourtCalifornia Court of Appeal
DecidedSeptember 11, 1975
DocketCiv. No. 46293
StatusPublished
Cited by2 cases

This text of 51 Cal. App. 3d 300 (Steres v. Fox) 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
Steres v. Fox, 51 Cal. App. 3d 300, 124 Cal. Rptr. 105, 1975 Cal. App. LEXIS 1372 (Cal. Ct. App. 1975).

Opinion

Opinion

THOMPSON, J.

This is an appeal from an order determining interests in the estate of Zoe Ella Burson, deceased. Appellants, two of the deceased’s six children who will take a portion of the estate which is not disposed of by will, contend that: (1) the probate court erred in failing to honor a stipulation of all interested parties construing a portion of the decedent’s holographic will disposing of a part of her real property; and (2) the court erred in construing a bequest of “the home place with twenty acres” as including the contents of the home as well as real property. We conclude that a stipulation executed by counsel for appellants and respondent determined their rights with respect to the decedent’s real property, and hence that the trial court erred in not honoring the stipulation. We conclude also that the probate court correctly construed the devise of the “home place” as impliedly bequeathing its contents because only that construction avoids intestacy as to the contents. Accordingly, we reverse the order of the probate court in part.

Zoe Ella Burson died on September 12, 1971, and was survived by six children, three the issue of her marriage to James Juvinall from whom she was divorced, and three the issue of a second marriage to Emil Burson from whom she was also divorced. Mrs. Burson left a valid holographic will dated November 21, 1950.

Prior to the date of her will, decedent acquired title to 80 acres of real property. A portion of the property was improved by a home which [303]*303decedent occupied. Decedent’s will of November 21, 1950, reads in part: “I don’t want him [Emil Burson] to have any part of this property—and my children who loved me enough to help mo are to share in my property, and whatever Money, Bonds, Etc. I want De Etta to Have my Home place with 20 acres—Richard to have 20 acres adjoining De Etta’s—Beverly—the 20 acres on the East End.” The will leaves $1.00 to decedent’s daughter Ethel and does not mention her sons Rex and Donald.

In 1968, decedent acquired an adjoining 40-acre parcel from her ex-husband Emil Burson. In 1969, decedent sold the easterly 20-acre parcel which the will bequeathed to Beverly for a down payment plus two notes secured by deeds of trust each in the amount of $7,500.

On August 2, 1972, decedent’s will was admitted to probate over the contest of Ethel and Beverly. De Etta was appointed administratrix with will annexed. On October 2, 1972, De Etta filed a “Petition for Determination of Entitlement of Distribution of Estate.” The petition alleges that a series of disputes had arisen concerning distribution of the decedent’s estate. The disputes are recited as: a claim of Donald and Rex to the “specific devises” to Richard, Dé Etta, and Beverly; a claim that the specific bequest to Beverly had been extinguished by ademption when the easterly 20-acre parcel was sold; a claim by De Etta and Richard that they “are entitled to the 20 acre parcels left to each of them by said will free and clear from any encumbrance . . .” because a general encumbrance on the real property owned by decedent at the time of her death was intended to cover only the 40 acres acquired by her in 1968; a claim by Ethel that she is entitled to a share in the estate; and a claim by all the sons and daughters of decedent except De Etta and Richard that the will does not dispose of the residue of the estate and that all the children are entitled to share equally in the residue by reason of intestacy.

Beverly filed an objection to the petition. On January 19, 1973, prior to hearing on the petition, De Etta, Ethel, and Beverly filed a stipulation of their respective counsel. The stipulation recites necessary procedural facts. It states the facts of the sale of the easterly 20 acres which the will bequeathed to Beverly. It recites that the 40-acre parcel acquired by decedent in 1968 is not disposed of by the will, that there is a question as to its title, that the estate will bring an action to quiet title to the 40 acres and that no one is to receive extraordinary fees for the quiet title action. Paragraph 5 of the stipulation is of particular significance to the case at [304]*304bench. It states in pertinent part: “5. Prior to November 21, 1950 decedent acquired title in fee to eighty acres of real property in the County of Los Angeles, State of California .... [¶] Sometime in 1968 decedent sold the easterly twenty acres thereof to George Rosenberg, ... [¶] E. Said decedent’s Will purports to devise twenty acres to Richard Burson and twenty acres to De Etta Steres but the most Easterly twenty acres of the said remaining acres was not disposed of by said Will.”

Counsel for appellants Ethel and Beverly filed memoranda of points and authorities, with respect to the petition, contemporaneously with the filing of the stipulation. About three months later, respondent’s counsel filed his memorandum of points and authorities. The memorandum filed on Ethel’s behalf goes solely to the issue that she is entitled to take her share of any property of the decedent not disposed of by will despite the clause in the instrument disinheriting her. (See Estate of Barnes, 63 Cal.2d 580, 583 [47 Cal.Rptr. 480, 407 P.2d 656].) The memorandum filed by Beverly’s counsel argues that the sale of the 20 acres bequeathed to her did hot work an ademption, discusses the order in which estate assets are to be used to pay estate debts, and contends that Beverly is entitled to a pro rata share of the 40 acres acquired by the decedent in 1968. The memorandum filed on behalf of respondent De Etta argues that the property bequeathed to Beverly was adeemed and that a note secured by a deed of trust covering all of the decedent’s property should be paid solely out of funds obtained from the 40 acres acquired in 1968. None of the memoranda filed by either respondent or appellants intimates that after the stipulation there was any dispute that respondent De Etta was entitled to a specific bequest of anything more than 20 acres of decedent’s property.

De Etta obtained new counsel. Nine months after the stipulation and six. months after De Etta’s original counsel had filed his memorandum of position with respect to the “Petition for Determination of Entitlement of Distribution of Estate,” new counsel for De Etta filed a “Statement of Claim of Interest in Estate.” Without asking to be relieved of the stipulation filed on January 19, 1973, De Etta asserted through her new lawyers that the bequest made to her in the will encompassed 40 acres consisting of decedent’s home, the 20 acres on which it sat, plus the 20 acres adjoining. De Etta also claimed “all personal property of the decedent contained within the home place.”

The issues raised by De Etta’s original petition and her inconsistent claim of interest were heard on September 17, 1973. No evidence was [305]*305taken. The parties, however, stipulated that the 80 acres originally acquired by decedent were one contiguous parcel undivided by fences at the time the will was executed.

The probate judge stated that the “20-acre problem” was “still up in the air” and requested counsel to discuss the issue in memoranda to be filed with the court. Counsel for Ethel and Beverly relied in their memoranda upon the stipulation of January 19, 1973, noting that no motion had been made to be relieved from it.

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Related

In Re Marriage of Nizenkoff
65 Cal. App. 3d 136 (California Court of Appeal, 1976)
Estate of Burson
51 Cal. App. 3d 300 (California Court of Appeal, 1975)

Cite This Page — Counsel Stack

Bluebook (online)
51 Cal. App. 3d 300, 124 Cal. Rptr. 105, 1975 Cal. App. LEXIS 1372, Counsel Stack Legal Research, https://law.counselstack.com/opinion/steres-v-fox-calctapp-1975.