Estate

Estate v. Aguirre

Good Law
241 Cal. Rptr. 3d 713·30 Cal. App. 5th 558
Court of Appeal of CaliforniaDecember 19, 2018A152538California3,180 words

Opinion

Lead Opinion

Margulies, J.

*560 Cheryl D. Stockird died, leaving a handwritten will that transferred "all my property and everything I may be entitled to inherit" to her life partner, John L. Aguirre, Sr., and an aunt related by marriage, Patricia Ambrose. The will did not include alternative provisions for disposition of the shares if either gift lapsed. Ambrose died before Stockird.

After Stockird died, her will was admitted to probate. Aguirre petitioned the probate court for an order declaring he is entitled to Stockird's entire estate as the sole surviving residuary beneficiary under Probate Code 1 section 21111, subdivision (b) ( § 21111(b) ). Stockird's half brother, Bruce Ramsden, filed a petition arguing the lapsed gift to Ambrose must instead pass to Stockird's estate under section 21111, subdivision (a)(3) ( § 21111(a)(3) ). Ramsden then asserted that as Stockird's only surviving heir, he is entitled to distribution of Ambrose's share under the laws of intestacy.

The probate court agreed with Ramsden and entered an order transferring the residuary gift that would have passed to Ambrose to Stockird's estate.

The sole issue on appeal is whether the failed gift should be distributed to Aguirre…

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