Redlich
Redlich v. Heilbrunn CA4/1
Opinion
Opinion
Haller, J.
Background
For many years, Mother owned and lived in a home in San Diego. In 1997,
Mother purchased another small parcel of property in Northern California (the Humboldt
property). The property was (and still is) largely undeveloped with a mobile home on it.
All further statutory references are to the Probate Code unless otherwise specified. For ease of reference, we omit the word "subdivision" when referring to section 19001, subdivision (a).
2 The next year, in October 1998, Mother created a revocable trust, naming herself
as the sole trustee and her daughter Eva as the successor trustee. The Trust expressly
states that it is revocable by the trustor. The Trust additionally stated that upon Mother's
death, the trustee "shall divide the trust estate into [three] equal shares" with one share
going to each daughter.
Shortly after, Mother executed a deed transferring title to the Humboldt property
into the Trust. Thereafter, Mother paid all the taxes, insurance, and other expenses for
the Humboldt property, and Jeanette lived at the property (for at least a portion of each
year).