Papecek v. Gaughan
Papecek v. Gaughan
Opinion of the Court
It is widely known that “where there is a will, there is a way.” The laws of intestate succession, however, provide us a way even where there is no will. This appeal requires us to chart our “way,” and presents an issue of first impression: Is a half sibling a “natural brother or sister" under Probate Code former section 6408.5, subdivision (c) (now § 6408, subd. (d))? If so, respondent Thomas Gaughan, the half brother of the decedent, along with the children of the decedent’s half sister, is entitled to the estate of the decedent; if not, appellant Lily Papacek and nine other maternal cousins of decedent are the next in succession. The trial court held that the term “natural brother or sister" includes half siblings. We agree with the trial court, and affirm.
Facts
The facts are not in dispute and can be easily summarized. The decedent, Hazel Marie Corcoran, died on July 30, 1989, and has no surviving spouse, parents, or children. She also left no valid will.
Discussion
Probate Code section 6408,
For at least two reasons, we think a half sibling is a “natural brother or sister” under the statute. First of all, section 6406 states the general rule: “Relatives of the halfblood inherit the same share they would inherit if they were of the whole blood.” As far as is relevant here, this has been the rule in California since 1931. (See Historical and Statutory Notes, 52 West’s Ann. Prob. Code (1991 ed.) § 254, p. 168.) We find no language in section 6408, subdivision (d) which expresses any intent to override this general rule.
Second, it is clear that the Legislature knows how to specifically exempt half siblings from intestate succession. Subdivision (c) of section 6408 provides that a relative of an adoptive parent does not inherit from the adoptive child except for “a wholeblood brother or sister of the child . . . .” (Italics added.) Since the Legislature used the term “wholeblood” in subdivision (c) of the statute but not in subdivision (d), we would be hard pressed to conclude that the omission of the term in subdivision (d) was inadvertent.
Appellant’s attempt to evade the clear language of the statute is unavailing. Under her theory, Michael Gaughan was never the decedent’s father because he neither acknowledged his daughter nor supported her, and therefore any descendants of Michael are likewise unworthy to inherit. Appellant’s argument ignores the plain meaning of the statute, which provides an exception to the usual rule that the parent of a child born out of wedlock must acknowledge and support the child. The exception is where the child has brothers or sisters, regardless of the conduct of the parent. Here, it is irrelevant that Michael Gaughan never acknowledged the decedent, since the decedent had a “natural brother and sister” under the Probate Code.
Appellant also argues that respondent cannot be decedent’s half brother because a brother-sister relationship can only come about through a
Disposition
The judgment determining heirship and entitlement to the estate is affirmed.
Moore, J., and Sonenshine, J., concurred.
A petition for a rehearing was denied July 20, 1992, and appellant’s petition for review by the Supreme Court was denied September 24, 1992.
There was evidence that the decedent attempted to draw up a will, but it was improperly executed and never admitted to probate.
A11 statutory references are to the Probate Code unless otherwise specified.
This conclusion is in accord with the trial court; in its minute order it stated: “The Court believes that in using the term natural child in Probate Code Section 6408, the legislature intended to differentiate between a child acquired by its parents by birth and an adoptive child, but did not intend to exclude siblings of the half blood.”
It is for this very same reason that appellant’s reliance on Estate of Sanders (1992) 2 Cal.App.4th 462 [3 Cal.Rptr.2d 536] is misplaced. In Sanders, the court correctly ruled that a child bom out of wedlock did not inherit from the deceased putative father, in part because
Reference
- Full Case Name
- Estate of HAZEL MARIE CORCORAN, Deceased LILY PAPACEK, and v. THOMAS GAUGHAN, and
- Cited By
- 1 case
- Status
- Published