Tendick v. Douglas

194 Cal. App. 3d 102, 239 Cal. Rptr. 464, 1987 Cal. App. LEXIS 2024
CourtCalifornia Court of Appeal
DecidedAugust 17, 1987
DocketNo. B023362
StatusPublished
Cited by1 cases

This text of 194 Cal. App. 3d 102 (Tendick v. Douglas) 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
Tendick v. Douglas, 194 Cal. App. 3d 102, 239 Cal. Rptr. 464, 1987 Cal. App. LEXIS 2024 (Cal. Ct. App. 1987).

Opinion

[104]*104Opinion

McCLOSKY, J.

This is an appeal from the September 5, 1986, order distributing the residue of the estate of decedent Elizabeth Hawkins. We affirm.

Decedent died intestate on January 13, 1985, in Long Beach, California. She was survived by seven first cousins—Richard Tendick (appellant), Tekla Ballard, Fae Hamman, Martha Hamand, Virginia Struble, Lois Lea Ford and Dorothy Stringer—and two first cousins once removed—Mark Douglas and Richard Douglas (respondents) the surviving children of decedent’s first cousin Marian Tendick Douglas who predeceased decedent. (See Appen. A, post, p. 109.)

On January 16, 1985, appellant filed a petition for probate. Therein he requested to be appointed administrator of decedent’s estate and listed himself and decedent’s six other first cousins as her heirs. Respondents were omitted from the list of heirs and were not given notice of the probate proceedings.

In an order setting final account and for distribution dated December 30, 1985, and filed on January 21, 1986, the probate court, having found decedent’s seven first cousins to be her only heirs-at-law, ordered that each of them receive one-seventh of the residue of her estate. On February 20, 1986, respondents moved to vacate this order.

On June 17, 1986, respondents’ motion to vacate was granted, the court having found that they were entitled to notice of the probate proceedings and that they were not afforded such notice. The court also granted respondents permission to file their objections to the final account and report and petition for distribution of appellant administrator.

In their objections, respondents asserted that “[t]hey are issue of the grandparents of the decedent, Elizabeth Hawkins, and are entitled to take one-sixteenth (1/16) each of her estate as issue of her grandparents, Arnold and Elizabeth Tendick pursuant to the provisions of Section 6402(d) of the Probate Code of the State of California.”

On September 5, 1986, the probate court ordered that the residue of decedent’s estate be distributed “to Richard Tendick, Tekla Ballard, Fae Hamman, Martha Hamand, Virginia Struble, Lois Ley [sz'c] Ford, and Dorothy Stringer, each one-eighth thereof, and to Richard Douglas and Mark Douglas, each one-sixteenth thereof.”

On September 23, 1986, appellant, as administrator of decedent’s estate, filed a notice of appeal from the September 5th order of distribution. He [105]*105contends (1) that he and decedent’s six other first cousins are the only heirs entitled to succeed to decedent’s estate under Probate Code section 6402, subdivision (d) and (2) that if the first cousins who are related to decedent in the fourth degree are decedent’s “next of kin” as that term is used in Probate Code section 6402, subdivision (f), they take in preference to and to the exclusion of respondents who are related to decedent in the fifth degree.

Discussion

Before reaching the merits of appellant’s appeal we first address respondents’ assertion that appellant has no standing to appeal.

Generally, an administrator is not a party aggrieved by the order of distribution and has no standing to challenge the propriety of such an order on appeal.

In the present case, appellant was not only the administrator of decedent’s estate but was also an heir, and hence a party aggrieved by the order of distribution. Although appellant appealed in his representative, rather than individual, capacity, “it is settled that the designation of the appellant as administrator] in the notice of appeal may be considered descriptio personae and will not prevent determination of the appeal. (Estate of Perkins, 21 Cal.2d 561, 566 [134 P.2d 231].)” (Estate of Simmons (1966) 64 Cal.2d 217, 221 [49 Cal.Rptr. 369, 411 P.2d 97].)

In the interest of justice, therefore, we consider this appeal as having been taken by appellant in his individual capacity and proceed to determine the merits of his appeal. (See Estate of Perkins (1943) 21 Cal.2d 561, 566 [134 P.2d 231], citing Estate of Strong (1937) 10 Cal.2d 389 [74 P.2d 231]; Estate of Conklin (1956) 139 Cal.App.2d 532, 533 [293 P.2d 794].)

The distribution of decedent’s estate is governed by Probate Code section 6402 which applies to estates of decedents who died intestate without a surviving spouse on or after January 1, 1985. (See Prob. Code, § 6400.) Decedent died on January 13, 1985.

Probate Code section 6402 sets forth in declining order of priority the heirs at law who are entitled to succeed to the intestate’s estate when there is no surviving spouse. At the time of decedent’s death it provided1 “Except as provided in Section 6402.5, the part of the intestate [106]*106estate not passing to the surviving spouse under Section 6401, or the entire intestate estate if there is no surviving spouse, passes as follows: ...(d) If there is no surviving issue, parent or issue of a parent, but the decedent is survived by one or more grandparents or issue of grandparents, to the grandparent or grandparents equally, or to the issue of such grandparents if there is no surviving grandparent, the issue taking equally if they are all of the same degree of kinship to the decedent, but if of unequal degree those of more remote degree take by representation.

“(f) If there is no surviving issue, parent or issue of a parent, grandparent or issue of a grandparent, or issue of a predeceased spouse, but the decedent is survived by next of kin, to the next of kin in equal degree, but when there are two or more collateral kindred in equal degree, but claiming through different ancestors, those who claim through the nearest ancestor shall be preferred to those claiming through an ancestor more remote. . . .”

Probate Code section 50 which governs the construction of the term “issue” set forth in section 6402 (see Prob. Code, § 20), defines “issue” as follows: “ ‘Issue’ of a person means all his or her lineal descendants of all generations, with the relationship of parent and child at each generation being determined by the definitions of child and parent.”

While decedent at the time of her death left no surviving spouse, issue, parent, issue of a parent, or grandparents, she was survived by issue of her grandparents. Accordingly, the distribution of her intestate estate is governed by Probate Code section 6402, subdivision (d). Probate Code section 6402, subdivision (f) has no applicability in this case, and appellant’s reliance thereon is misplaced.

Decedent was the child of Claude Bell and Netta Tendick Bell. The latter was the daughter of Arnold and Elizabeth Tendick who, therefore, were decedent’s maternal grandparents.

Decedent’s first cousins—appellant, Tekla Ballard, Fae Hamman, Martha Hamand, Virginia Struble and Lois Lea Ford—were all grandchildren, and hence lineal descendants, of decedent’s maternal grandparents Arnold [107]*107and Elizabeth Tendick.

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Related

Estate of Hawkins
194 Cal. App. 3d 102 (California Court of Appeal, 1987)

Cite This Page — Counsel Stack

Bluebook (online)
194 Cal. App. 3d 102, 239 Cal. Rptr. 464, 1987 Cal. App. LEXIS 2024, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tendick-v-douglas-calctapp-1987.