At one time the Probate Code appeared to refute the dictum, "Nothing endures but change." Not anymore.
Destiny Gularte, Donald Karotick and Robert Rodriguez (appellants) appeal a judgment that denied a petition to probate a 1997 will and a trust of Steven Wayne Stoker (decedent), and granted the petition of Danine Pradia and Darrin Stoker (respondents) to probate decedent's 2005 will. We conclude, among other things, that (1) challenges to the validity of decedent's 1997 trust were not barred by the 120-day limitations period in section 16061.8, (2) the trial court did not err by ruling that the 2005 will was valid, and (3) substantial evidence supports the judgment and the findings that decedent had revoked the 1997 will and trust. We affirm.
On May 22, 1997, decedent executed a will and nominated Gularte to be the executor of his estate. In article two of the will, he listed Karotick and Gularte as the beneficiaries of gifts of personal property. In article three, he stated, "I give the residue of my estate to the trustee of the 1997 Steven Wayne Stoker Revocable Trust, created under the declaration of trust executed on the same date as, but immediately before, the execution of this will . . . ." Gularte was listed as the successor trustee of that trust. Decedent died on February 27, 2008.
On March 17, 2008, Gularte filed a petition to probate the will and requested that she be appointed the executor.
On March 18, Gularte served a notice to decedent's children (respondents) that pursuant to sections 16061.7 and 16061.8, they had 120 days to bring an action to contest the trust.
On March 25, Pradia filed an objection to Gularte's petition to probate the 1997 will and claimed that her father had executed a more recent will. She objected to Gularte being appointed executor. She said, "Gularte is the former girlfriend of my father. My father and [Gularte's] relationship ended in an angry moment in 2001, about 7 years ago. My father told me in November 2007 that he was afraid of [Gularte] and thought she was coming into his home and taking things."
On April 28, respondents filed a petition to probate a handwritten will signed by their father on August 28, 2005. The will provides, "To Whom It
At trial, Anne Marie Meier testified that she was a very close friend of decedent. One night in 2005, decedent was discussing "estate planning," and he asked Meier to "get a piece of paper and a pen." He then dictated the terms of the 2005 will. Meier wrote that document in her handwriting "word for word" from decedent's dictation. She handed it to him, "he looked at it and he signed it." Decedent told Meier that this was his last will and testament. Moreover, in front of the witnesses, he urinated on the original copy of the 1997 will and then burned it.
Homer Johns, a friend of decedent's, testified that he saw decedent sign the 2005 will.
The trial court found that respondents "established that the 2005 document was created at Decedent Stoker's direction and that he signed it," and that there was clear and convincing evidence that the 2005 will "evinces Decedent Stoker's intent." The court ruled that "[s]ince the 2005 will has been accepted for probate by this Court, the 1997 will has been revoked by operation of law."
Appellants contend that the trial court erred by not ruling that any challenge to the validity of the 1997 trust was barred by the 120-day statute of limitations in section 16061.8. We disagree.
Section 16061.8 provides, in relevant part, "No person upon whom the notification by the trustee is served pursuant to this chapter . . . may bring an action to contest the trust more than 120 days from the date the notification by the trustee is served upon him or her . . . ." (Italics added.)
Appellants note that Gularte, the successor trustee of the trust, served a notice to respondents on March 18, 2008, warning them that "you may not bring an action to contest the trust more than 120 days from the date of this notification . . . ." They claim respondents did not file such an action within 120 days from that notice and they consequently waived the right to contest the trust.
Respondents suggest that they were not required to file a separate proceeding entitled "action to contest the trust," because they achieved the same result by filing their petition to probate the 2005 will on April 28, 2008. We agree. That petition necessarily involved the issue of the validity of the 1997 trust, because in the 2005 will, decedent said he was revoking that trust. The 2005 will and the 1997 trust are inconsistent. Therefore, the trial court would have to consider the validity of decedent's revocation of the trust. The petition to probate the 2005 will is, "in practical effect," an action challenging the validity of the trust. (Silberman v. Swoap, supra, 50 Cal.App.3d at p. 571.) Respondents' petition was timely filed within the 120-day period. Filing a second petition labeled as an action to contest the trust would amount to unnecessary duplication.
Respondents note that the Probate Code contains a provision that allows wills that are defective in form to be admitted to probate if they are consistent with the testator's intent. Section 6110, subdivision (c)(2) provides, "If a will
Here the statutory language is clear and broad, and there is no language to support the limitation appellants propose. This statute applies to wills that are "in writing" and signed by the testator. (§ 6110, subd. (a); id., subd. (b)(1).) The 2005 document is a written will signed by decedent. The statute contains no language to indicate that the wills covered by this section are limited to typewritten wills. Consequently, handwritten nonholographic wills are not excluded from the scope of this statute.
Appellants claim that section 6110, subdivision (c)(2) was effective January 1, 2009, and therefore it cannot be applied retroactively to a will drafted in 2005.
Appellants contend that the trial court's decision is inconsistent with section 7000, because the critical time period is not the date of trial or the 2009 amendments to section 6110, it is the date of decedent's death. They note that section 7000 states, "title to a decedent's property passes on the decedent's death to the person to whom it is devised in the decedent's last will ...." (Italics added.) They claim that at the time of death (1) the 2005 document was not a valid will because it contained no witness signatures, and (2) that consequently the court should have disregarded it and given effect to the 1997 will and trust, the only valid documents at the time of death. Appellants argue that their rights should not be made contingent on a legislative amendment that occurred years after the testator's death.
Appellants did not lose their right to inherit property because of the 2009 amendments. Even prior to that legislation, a probate court could properly admit the 2005 document as evidence to invalidate the 1997 will and trust. Therefore appellants' claim that absent the 2009 amendments the probate court would have been required to probate the 1997 will and enforce the 1997 trust is not correct. Before or after the amendments, the obstacle to appellants achieving their goals remained the same—the 2005 revocation. The 2009 legislation did not change the status of the 1997 will and trust. At the time of death they were simply instruments that had been voided by the testator during his lifetime.
Moreover, this case went to trial in 2009. Section 6110, subdivision (c)(2) governs the procedure and evidentiary standard probate courts must currently use in conducting trials on the validity of wills. Applying appellants' approach would undermine the legislative goal of modernizing probate procedure and allow a procedural omission to override the testator's intent. Appellants claim that to apply the provision retroactively impairs their vested rights. But as respondents note, those rights were not vested and were terminated by the 2005 will. There was no error.
Appellants contend there is no evidence to show that the 2005 document was intended to be decedent's will. They claim it does not contain "testamentary language," does not use the word will or make reference to death.
Here decedent's testamentary intent is evident. The document provides that all of decedent's property will go to his children—the respondents, that the 1997 trust is revoked, that Gularte will receive "nothing," and that his children will have power of attorney "over everything."
Moreover, even if the document is ambiguous, the trial court properly admitted extrinsic evidence. (Estate of Torregano (1960) 54 Cal.2d 234, 246 [5 Cal.Rptr. 137, 352 P.2d 505].) That evidence confirmed decedent's testamentary intent. Meier testified that decedent told her the document was "my last will and testament," and "[t]hese are my wishes." Johns testified that decedent told him that the will represented "his final wishes."
We have reviewed appellants' remaining contentions and conclude they have not shown any error.
The judgment is affirmed. Costs on appeal are awarded in favor of respondents.
Yegan, J., and Perren, J., concurred.