DocketNumber: Civ. 17281
Citation Numbers: 94 Cal. App. 2d 233, 210 P.2d 247, 1949 Cal. App. LEXIS 1516
Judges: Vallée, Shinn
Filed Date: 10/19/1949
Status: Precedential
Modified Date: 10/19/2024
Appeal from an order of partial distribution. The will of W. C. Fields bequeathed $5,000 each to his sister and brother. They petitioned for distribution of the
The verified petition for partial distribution alleged these facts: All claims against the estate have been paid except a contingent claim of the widow in the amount of $241,000. (See Fields v. Michael, 91 Cal.App.2d 443 [205 P.2d 402].) The inventory and appraisement shows the value of the estate to be about $800,000. After the payment of all allowed claims there will be left about $550,000. All of the assets of the estate are in cash or other liquid assets. The will bequeathed $5,000 each to decedent’s sister and brother. No part of these legacies has been paid. The State Controller has consented to their distribution. The other legacies bequeathed by the will are set forth. The claim of the widow is being contested. If her claim is valid, there will be more in the estate than will be required for the payment of specific legacies. More than two-thirds of the estate is separate property of decedent and as such is not liable for the payment of the claim of the widow.
The executrix answered the petition. She alleged that the value of the estate was $727,373.75, and that the widow had filed a claim in the amount of $241,225 which had been rejected and suit brought thereon. The widow appeared at the hearing of the petition and opposed the making of partial distribution.
The appeal is presented on the clerk’s transcript. No transcript of the oral proceedings has been filed. A statement appears in the record to the effect that a reporter was not present at the hearing.
The court found the facts generally as alleged in the petition. It found that: W. C. Fields died December 25, 1946; the value of the estate left by the decedent in California before estate taxes was $771,429.38; the time for filing claims had expired before the filing of the petition for partial distribution ; all claims against the estate have been paid in full except a claim of the widow “for an undetermined amount of money and for $241,225.00”; after payment of all allowed claims, the executrix’ estimate of inheritance taxes, and personal property taxes, the estate consists of cash and personal property of the value of $556,996.82; the indebtedness of the estate cannot be determined at this time, but in no event will the indebtedness to the widow exceed $241,225; the legacies to the decedent’s sister and brother of $5,000 each may be paid without loss to the creditors of the estate, “except the
Appellant contends: (1) the findings of the probate court do not justify the conclusions of law or the order appealed from; (2) the findings are in conflict with the evidence; (3) the showing made in the probate court was not sufficient upon which to base findings supporting an order of partial distribution.
Probate Code, section 1001, in part, provides: “If, at the hearing, [of a petition for partial distribution] it appears that the estate is but little indebted . . . and the legacy, . . . may be distributed to the person entitled thereto, without loss to the creditors or injury to the estate or any person interested therein, the court shall make an order requiring the executor or administrator to deliver the legacy, ... to the person entitled thereto, ...” The only evidence to be found in the record, which no doubt was before the probate court at the hearing, is in the clerk’s transcript and consists of: the will of decedent, the order admitting the will to probate and for letters testamentary, the inventory and appraisement, the claim of the widow, the first account current and report of the executrix filed July 12, 1948. Appellant says that findings that the estate is but little indebted and that distribution may be made without loss to the creditors or injury to the estate or any person interested therein, are prerequisites to an order of partial distribution and that the court did not so find. The statement of the law is correct. (11B Cal.Jur. § 1217, p. 691.) The contention, however, is without merit. The court in the order expressly made these findings. The findings of fact in the order are to be considered as part of the formal findings of fact. (Estate of Dam, 126 Cal.App. 70, 72, 76 [14 P.2d 162].) In the absence of any evidence to the contrary, we cannot say that the findings are unsupported. They appear to be supported by the docu
The claim that the findings conflict with the evidence cannot be sustained. Appellant’s contention is that in her claim she requested an accounting, whereas the court found that in no event will the indebtedness to her exceed $241,225. We do not find any request for an accounting in the claim. It specifically states that it is for $241,225. There is language in the claim to the effect that the decedent may have made gifts of community property in addition to items specified and if claimant ascertains that he did, the executrix pay her one-half the value thereof. There is no showing that the estate’s indebtedness to the widow will exceed $241,225.
In re Painter, 115 Cal. 635 [47 P. 700], Estate of Hale, 121 Cal. 125 [53 P. 429], and Estate of Dutard, 147 Cal. 253 [81 P. 519], relied upon by appellant, are not analogous. In Painter an order denying partial distribution was reversed because the probate court had not heard evidence on the petition but had heard the opposition, and then had denied
As far as appears from the record, the bond required will secure the estate and provide against any error of judgment. The probate court has broad discretion in passing upon a petition for partial distribution. In the absence of a clear showing of abuse of discretion, its conclusion that the condition of the estate is such that the distribution can safely be made upon the giving of bond should not be disturbed. (Cf., In re Painter, 115 Cal. 635, 640 [47 P. 700].)
Prior to the filing of appellant’s opening brief, respondents filed a motion to affirm the order. As the motion is now moot, it is not necessary to decide it.
Order affirmed, respondents to recover their costs on appeal.
Wood, J., concurred.