Wilson

Wilson v. Hall

Good Law
115 Cal. App. 4th 1118
Court of Appeal of CaliforniaFebruary 19, 2004No. D041026California5,017 words

Opinion

lead Opinion

Aaron, J.

I.

INTRODUCTION

Helen Wilson appeals from orders in two consolidated probate proceedings to determine the beneficiaries to the Henry and Bernice Stoddart Inter Vivos Tmst (the tmst). The trustors, Henry Stoddart (Henry) and Bernice Stoddart (Bernice), were husband and wife. They directed distribution of the tmst for the benefit of their son, George Stoddart (George), upon the death of the trustors. 1 However, George predeceased both Henry and Bernice, and the tmst provided no alternative distribution. Henry died in 1991 and Bernice died in 2000. After Bernice died, Wilson, who is Henry’s niece and claims to be an heir of Henry and George, filed petitions in Estate of Bernice E. Stoddart (Super. Ct. San Diego County, 2001, No. P177375) (estate case) and Wilson v. Hall, (Super. Ct. San Diego County, 2001, No. PI 80143) (trust case), claiming she was entitled to a portion of the tmst under the laws of intestacy, as an heir of Henry. The probate court denied Wilson’s petitions and ordered the tmst distributed to Bernice’s estate. Wilson appeals from these orders, as well as from orders denying her motions for reconsideration.

Wilson claims that amendments to the Probate…

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