Court Opinion

ID: 5451790
Source: CourtListenerOpinion
Date Created: 2022-01-08 18:45:18.539242+00
Date Added: 2024-06-11T08:32:26.019264
License: Public Domain

McCOMB, J.
I dissent. The issue for our determination is whether property devised by the will of the last survivor of a mutual will made pursuant to a written contract is included as part of decedent’s estate for the purpose of computing the surviving spouse’s share pursuant to section 70 of the Probate Code.
It is appellants’ position that decedent’s estate is limited by the consequences of his contract and that the surviving spouse’s rights operate only on the property not subject to the contract.
Section 70 of the Probate Code reads: “If a person marries after making a will, and the spouse survives the maker, the will is revoked as to the spouse, unless provision has been made for the spouse by marriage contract, or- unless .the spouse is provided for in the will, or in such way mentioned therein' "as to show an intention not to make such provisión; *301and no other evidence to rebut the presumption of revocation can be received. ’ ’
■ The policy underlying section 70 of the Probate Code is the social disfavor toward a testator’s failure to provide for a surviving spouse. The law presumes that the subsequent marriage has wrought such a change in his condition in life as should have caused him to destroy or cancel a previous will. (Estate of Duke, 41 Cal.2d 509, 515 [1] [261 P.2d 235]; Sanders v. Simcich, 65 Cal. 50, 52 [2 P. 741] ; Estate of Lunn, 197 Cal.App.2d 848, 851 [3] [17 Cal.Rptr. 705, 97 A.L.R.2d 1020].)
It is undisputed that decedent made no provision for Viola in his will or by marriage contract. Under the circumstances the will is revoked as to her, and whatever interest she would have taken had her husband died intestate goes to her as the surviving spouse unaffected by the provisions of the will. (Estate of Piatt, 81 Cal.App.2d 348, 349-350 [1] [183 P.2d 919]; Estate of Russell, 43 Cal.App.2d 319, 321 [110 P.2d 718] ; Estate of Haselbud, 26 Cal.App.2d 375, 379 [79 P.2d 443].) All of decedent’s property was separate property. His only heirs were his spouse and a brother, and had he died intestate Viola would have succeeded to one-half of his estate under section 223 of the Probate Code, which reads: “If the decedent leaves a surviving spouse and no issue, the estate goes one-half to the surviving spouse and one-half to the decedent’s parents in equal shares, or if either is dead to the survivor, or if both are dead to their issue and the issue of either of them, by right of representation. ’ ’
Appellants argue that if decedent had died intestate the property which was the subject matter of the contract would have been excluded from his estate and cannot therefore be considered in computing the surviving widow’s share. According to their theory, whenever any of a decedent’s property was the subject of a contract to make a will, that property would be excluded from his estate before any adjudication had been made as to the enforceability of the contract. Their position is untenable. Not every contract to make a particular disposition of property will be specifically enforced, particularly where statutory rights of a surviving spouse intervene between the making of the contract and the death of the promisor. The after-acquired rights of a surviving spouse must be considered in balancing the equities between donee beneficiaries under the contract and the statutory rights of the surviving spouse. (Owens v. McNally, 113 Cal. 444 [45 P. 710, 33 L.R.A. 369]; *302Sargent v. Corey, 34 Cal.App. 193 [166 P. 1021]; Ver Standig v. St. Louis Union Trust Co., 344 Mo. 880 [129 S.W.2d 905].) Where a person seeking to enforce the contract is a third party beneficiary, he would have to prove that the contract was made especially for his benefit (Civ. Code, § 1559), and if his remedy were at law instead of in equity a claim would have to be filed against the estate of the decedent (Prob. Code, §707).
When a person dies, the title to his property, real and personal, passes to the person to whom it is left in his will or who takes by intestacy, but all of his property is subject to the possession of the executor or administrator for purposes of administration, sale or other disposition. (Prob. Code, § 300; Ludwicki v. Guerin, 57 Cal.2d 127, 131 [17 Cal.Rptr. 823, 367 P.2d 415] ; Carlson v. Lindauer, 119 Cal.App.2d 292, 308 [8b] [259 P.2d 925].) Whether a person dies testate or intestate, his personal representative is required to file an inventory and appraisement of the estate which has come into his possession or knowledge (Prob. Code, § 600) and if any portion of an estate is the subject of an adverse claim it must nevertheless be inventoried and accounted for by the representative in the course of his administration. (20 Cal.Jur.2d, Executors and Administrators, § 422, pp. 617-618, 21 Cal.Jur.2d, op.cit. supra, § 703, p. 64.)
Appellants also contend that it is immaterial that decedent left a will, as they have an enforceable right to the property under the contract. It is true that the contract and the will are separate instruments and that appellants’ rights depend upon the contract, but the contract was merely a contract for the right to have the property of the promisor pass in a particular manner at his death. The promisee has an equitable right to demand the property, which right includes the equitable right to restrain the promisor or those claiming under him from impairing the practical realization of the benefits of that right. (Sparks, Contracts to Make Wills (1956) pp. 109-110.) If one party breaches the contract by failing to make his will or by revoking it, the other party has legal and equitable remedies, not as a beneficiary under the promised will but as promisee or third-party beneficiary under the contract. (See, e.g., Brewer v. Simpson, 53 Cal.2d 567, 588-589 [12-13] [2 Cal.Rptr. 609, 349 P.2d 289] ; Brown v. Superior Court, 34 Cal.2d 559, 563-564 [4-5] [212 P.2d 878] ; Bank of California v. Superior Court, 16 Cal.2d 516, 524 [9] [106 P.2d 879]; Owens v. McNally, supra, 113 Cal. *303444, 454; Riganti v. McElhinney, 248 Cal.App.2d 116, 120 [1] [56 Cal.Rptr. 195] ; Henderson v. Fisher, 236 Cal.App.2d 468, 472 [2] [46 Cal.Rptr. 173]; Thompson v. Beskeen, 223 Cal.App.2d 292, 294 [1], 296 [3] [35 Cal.Rptr. 676] ; James v. Pawsey, 162 Cal.App.2d 740, 747-748 [4-8] [328 P.2d 1023]; Sonnicksen v. Sonnicksen, 45 Cal.App.2d 46, 52-55 [4] [113 P.2d 495].)
In the present case, the decedent did not breach his contract ; he made a will as promised and has done nothing to impair appellants’ right to the property. A contract to make a particular disposition of property by will is breached only if it has not been complied with at the time of the promisor’s death. (Ludwicki v. Guerin, supra, 57 Cal.2d 127, 130 [3] ; Thompson v. Boyd, 217 Cal.App.2d 365, 376 [13] [32 Cal. Rptr. 513].)
Regardless of the separate nature of a contract and a will, a contract to make disposition of property by will for all practical purposes amounts to a testamentary disposition. (Cf. Rubin v. Irving Trust Co., 305 N.Y. 288, 298 [113 N.E.2d 424, 427].) Therefore, the one-third interest decedent owned at the time the contract was made is an asset of his estate. The contract having been fully performed when the testator died leaving a will in accordance with its terms, the contractual obligation terminated, and his property is transmitted through his will. In this heirship proceeding, the probate court had jurisdiction to adjudicate all the conflicting claims relating to the assets of decedent’s estate (Estate of Baglione, 65 Cal.2d 192, 196-197 [3-4] [53 Cal.Rptr. 139, 417 P.2d 683] ; Estate of Plum, 255 Cal.App.2d 357, 360-362 [2] [63 Cal. Rptr. 241]) and it correctly determined the respective interests of the stepchildren collectively to be one-half of the estate and the surviving spouse one-half.
Appellants contend that the judgment gives the surviving spouse more than she would have received had decedent died intestate. This objection is not well taken. If decedent had died intestate, appellants, as his stepchildren, would not have succeeded to the portion of his property that was not subject to the contract, so they have not been harmed. Furthermore, one might as well speculate that decedent, without breaching his contract, could have executed a codicil devising to his surviving widow the property he inherited from his brother John that was not subject to the contract. Appellants are in no better position to argue what might have happened had decedent died intestate than if he had made a codicil.
*304The only relevancy in this proceeding as to whether decedent had died intestate is that the applicable statute of succession (Prob. Code, § 223) provides a yardstick to measure the share that the surviving spouse takes where no provision is made for her in the will. Her rights as surviving spouse are derived from the statute (Prob. Code, § 70) but the quantum of her share in decedent’s estate is the same as upon intestacy.
The facts of this case are that decedent died leaving a will in accordance with his contract and did not breach the contract. The partial revocation by operation of law operated only to revoke the will, not the contract, to the extent that the surviving spouse is entitled to one-half of decedent’s estate. By the probate court’s decree determining appellants’ interest as one-half of the estate they receive the same amount of property as decedent promised to leave them. Where, as here, decedent's estate was sufficient to satisfy both his equitable contractual obligation to his stepchildren and the statutory share of his post-testamentary spouse, it is unnecessary to consider what the result would be if by reason of the operation of section 70 the testamentary scheme were defeated.
I would affirm the judgment.
Burke, J., concurred.