Wells Fargo Bank v. Town of Woodside

657 P.2d 819, 33 Cal. 3d 379, 189 Cal. Rptr. 41, 1983 Cal. LEXIS 148
CourtCalifornia Supreme Court
DecidedFebruary 7, 1983
DocketS.F. 24408
StatusPublished
Cited by5 cases

This text of 657 P.2d 819 (Wells Fargo Bank v. Town of Woodside) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wells Fargo Bank v. Town of Woodside, 657 P.2d 819, 33 Cal. 3d 379, 189 Cal. Rptr. 41, 1983 Cal. LEXIS 148 (Cal. 1983).

Opinion

Opinion

REYNOSO, J.

We are asked to decide whether a local subdivision ordinance which purports to require a surviving widow to obtain local approval of a division of land resulting from her application in the probate court to have a portion of a larger parcel of land set apart from the estate for her as a probate homestead is “in conflict” with the state probate homestead law. We conclude that it is.

The probate court is invested with broad discretion to accommodate the interests of the decedent’s family and creditors. The locality has no power, in essence, to “veto” a division accomplished by the probate court by imposing criminal sanctions on the survivors or by refusing to permit any development of the parcels due to the noncomplying manner of their creation.

I

This case takes us back a few years. Lloyd Johnson, husband of plaintiff and respondent Anna I. Johnson, died in 1963. His will, admitted to probate the same year, named his widow and plaintiff-respondent Wells Fargo Bank as executors, and as trustees of a testamentary trust to which he devised the family residence on its 39.5-acre lot in the Town of Woodside, directing that the trustees sell it within three years of his death.

Mrs. Johnson’s attorney wrote to the town clerk in February 1964, inquiring about the application of the town’s subdivision ordinance to a probate homestead set aside by the probate court. The clerk replied that she was unaware of any case having arisen under the ordinance involving a probate homestead, but mentioned two cases which she thought might “fall in that category”; she also informed the attorney that she was referring his letter to the town attorney and the planning consultant. There was no further communication regarding the inquiry from either the town or Mrs. Johnson’s attorney, however.

In September of 1965, during the administration of the estate, Mrs. Johnson did petition the probate court to set aside for her as a surviving spouse a probate homestead consisting of the house on approximately 6.6 acres. The petition was *382 unopposed, and an order setting apart the probate homestead as requested was entered on November 2, 1965. The decree of final distribution in 1966 distributed the remainder of the original property to the testamentary trust.

The trustees’ efforts to sell the 32.9-acre parcel remaining after the probate homestead was set aside continued without success until 1978 (they had earlier obtained an extension of the period in which they were required to sell the property). 1 In September of that year, they evidently sent a “notice of sale” to the town manager, who responded with a letter in which he took the position that the trustees must “file for a land division” before the 32.9-acre trust property could be sold separately from the homestead parcel and, further, expressed concern about the former parcel’s access to a road.

In 1979, the probate court approved a sale of the trust property “subject to a condition that a land division, if necessary, [would] be accomplished by December 31, 1979 or that the buyer, if satisfied that no land division [was] necessary, agree[d] that the condition ha[d] been satisfied or the buyer waive[d] the condition and elect[ed] to proceed with the purchase. ...” The town manager continued to insist on compliance with the subdivision ordinance, so the trustees brought the instant action for declaratory relief, seeking a declaration that the “ordinance had and has no application to the creation in 1965 of the probate homestead [i.e., the 6.6-acre parcel], and that the [32.9-acre parcel] and the [6.6-acre parcel] are separate parcels of real property.”

After a hearing, the trial court granted the trustees’ motion for summary judgment and entered judgment in their favor and against the town. It declared, as requested, that the town’s subdivision ordinance “had no application to the creation of the Probate Homestead” or to “the existence of the Probate Homestead and the Trust Property as separate parcels,” that [t]he Probate Homestead . . . and the Trust Property . . . are, and since the creation of the probate Homestead on November 2, 1965 have been, separate legal parcels of real property for all purposes,” and, finally, that the town did not have “any right, duty or power to refuse to grant any permit, or to refuse to do any act, or to do any act, under [the subdivision ordinance in effect in 1965] or [its successor, adopted in 1970] or any other ordinance of the Town of Woodside, on the basis that the creation of the Probate Homestead or the maintenance of the Probate Homestead and the Trust Property as separate parcels constituted or constitutes a land division or other violation of [the ordinances].”

*383 II

Article XI, section 7, of the California Constitution provides: “A county or city may make and enforce within its limits all local, police, sanitary, and other ordinances and regulations not in conflict with general laws. 2 (Italics added.) ‘““As defined by the cases the constitutional phrase ‘conflict with general laws’ . . . may arise in several different ways. It may grow out of the exact language of the state and municipal law [citations] or from a local attempt ‘to impose additional requirements in a field that is preempted by the general law’ [citations] or from the state’s adoption of ‘a general scheme for the regulation of a particular subject’ [citation].” ’ ” (Baron v. City of Los Angeles (1970) 2 Cal.3d 535, 541 [86 Cal.Rptr. 673, 469 P.2d 353, 42 A.L.R.3d, 1036]; see also Blease, Civil Liberties and the California Law of Preemption (1966) 17 Hastings L.J. 517 [discussing the history of the preemption doctrine].)

Although the state probate homestead law and the local subdivision regulation demonstrably have distinct purposes—the former, protection of the decedent’s family, and the latter, control of development within the community—we must decide whether the subdivision ordinance would, nonetheless, if given effect, “materially interfere” with the achievement of the state law’s purposes in such a way as to indicate that the “ ‘paramount state concern [would] not tolerate [the] further or additional local action.’” (Birkenfeld v. City of Berkeley (1976) 17 Cal.3d 129, 142 [130 Cal.Rptr. 465, 550 P.2d 1001]; People v. Mueller (1970) 8 Cal.App.3d 949, 954 [88 Cal.Rptr. 157] [no conflict where state Fish and Game Code, fully regulating fishing, and local water pollution control ordinance had different purposes, and the latter “only incidentally affect[ed] the preempted area”]; 58 Ops.Cal.Atty.Gen. 519 (1975).) Another instructive case is In re Means (1939) 14 Cal.2d 254 [93 P.2d 105

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Bluebook (online)
657 P.2d 819, 33 Cal. 3d 379, 189 Cal. Rptr. 41, 1983 Cal. LEXIS 148, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wells-fargo-bank-v-town-of-woodside-cal-1983.