Amberg

Amberg v. Greene

Good Law
1997 Cal. App. LEXIS 26·51 Cal. App. 4th 1721·60 Cal. Rptr. 2d 217·97 Daily Journal DAR 663·97 Cal. Daily Op. Serv. 436
Court of Appeal of CaliforniaJanuary 16, 1997No. E015842California1,991 words

Opinion

Lead Opinion

Ward, J.

Deonne Greene, the niece of decedent Amelia Daily Huston and a residuary beneficiary under decedent’s will, appeals from an *1723 order confirming the gift of a $90,000 annuity from decedent to her attorney in fact and financial representative, John. E. Amberg. Greene contends the judgment should be reversed because (1) the evidence does not support the judgment; (2) the gift was void; (3) the gift was never completed; and (4) the court failed to protect the decedent’s estate. We conclude the gift was void as having been outside Amberg’s authority under his power of attorney. We therefore reverse.

Factual and Procedural Background

Decedent died at the age of 90 in January 1993, and on March 15, 1993, the court admitted her will to probate and appointed Amberg as executor thereof.

In May 1994, Amberg, acting in his personal capacity, filed a petition for determination of ownership and for order of conveyance and transfer of assets of estate. The petition sought transfer of a $90,000 annuity to himself. Greene, Wendell P. Daily II, and Linda Lou Abramson, the three children of decedent’s deceased brother Roscoe E. Daily, all residuary beneficiaries under decedent’s…

Sign in to read the full opinion

Create a free account to read the complete opinion text, citation history, and good-law status for this case.