Estate of Anderson
Estate of Anderson
Opinion
[EDITORS' NOTE: THIS PAGE CONTAINS HEADNOTES. HEADNOTES ARE NOT AN OFFICIAL PRODUCT OF THE COURT, THEREFORE THEY ARE NOT DISPLAYED.] *Page 438 OPINION
Petitioner and appellant Orange Pierson (Pierson) appeals from the denial of his petition to determine distribution rights in the estate of *Page 439
Jessie Lee Anderson (decedent). (Prob. Code, §
Pierson's petition was decided by the court on the basis of documentary evidence in lieu of testimony and oral argument. The documentary evidence shows the following: The decedent and Pierson were married in 1955 in Contra Costa County. They lived together for approximately three years and separated in 1958. No children were born of this marriage. In the underlying proceedings, Pierson averred, "We never filed for a divorce with the Court or ever obtained a divorce. Further, there has never been any order of any court terminating my marital property rights in my marriage to [decedent]."
In the underlying proceedings, Pierson submitted declarations from decedent's mother, Nancy Williams, and a number of decedent's friends indicating that during her lifetime, the decedent openly disclosed that she and Pierson had never obtained a divorce. He also submitted affidavits attesting to the fact that the divorce records were searched in the counties where the parties had resided, San Francisco County, Alameda County, and Contra Costa County, but no evidence was discovered that the marriage was ever legally dissolved.
Shortly after Pierson and the decedent separated in 1958, Pierson began cohabiting with the woman he would eventually marry, Daisy Lee Pierson (hereafter solely for convenience, Daisy). The first of their five children was born on June 10, 1958. They married on February 1, 1993. In Pierson's sworn affidavit of application for marriage license, he stated that he had not been previously married. In the underlying proceeding Pierson submitted a declaration explaining that he made this "obviously false" statement because he had been physically separated from decedent for 35 years and he desired to prevent embarrassment to everyone concerned. During their relationship, Pierson and Daisy acquired real property as husband and wife. They were still married and residing together at the time this matter was at issue. *Page 440
In 1978, the decedent married Clarence Anderson, Jr. The decedent stated in her marriage license application that she was previously divorced in 1958 in San Francisco County. Clarence Anderson, Jr. died on January 16, 1983, and decedent never remarried. She died without any children or siblings, and with her mother as her sole heir. The primary asset in decedent's estate consists of real property in Oakland which was acquired with Clarence Anderson, Jr., and was community in character.1
(1) In contested probate matters where a jury is waived the court is required, as in civil actions, to make appropriate findings of fact on all issues presented to it. (Estate ofMcCormack (1969)
(3) Generally, the determination of estoppel is a factual question; and the finding of the trier of fact is binding on the appellate court. (Conservatorship of Kevin M. (1996)
(4) As an evidentiary matter, Pierson argues that in applying estoppel, the court erroneously relied on his averment in his application for the marriage license to Daisy that he had never been married before. Pierson asserts that the trial court erroneously overruled his objection that this statement constituted inadmissible hearsay. We disagree. Evidence Code section
(5a) Further, the law supports the ruling of the trial court that Pierson was estopped to deny his sworn statement that his marriage to Daisy was his first marriage. (6) "[W]hen a person with the capacity of reading and *Page 442
understanding an instrument signs it, he is, in the absence of fraud and imposition, bound by its contents and is estopped from saying that its explicit provisions are contrary to his intentions or understanding [Citations]." (Larsen v. Johannes
(1970)
(5b) We believe this case contains all of the elements of "quasi estoppel." Pierson should not be allowed to "blow hot and cold" by renouncing his marriage to decedent by swearing that the marriage never existed in order to remarry and then, after a 38-year separation from decedent, seek a judicial declaration that he is decedent's surviving spouse for the purpose of inheriting an interest in assets acquired during the deceased's second marriage. Since Pierson procured the marriage license to marry Daisy by asserting he had never been married before, he is now estopped to contest the validity of this statement.
Nor is there merit to Pierson's statement that the trial court's "ruling was only based on [his] marriage application statement that he had not previously been married" and that if the court "[h]ad not admitted evidence of the marriage application statement, it could not have ruled that [he] was estopped based on said statement." The bar which the trial court imposed upon Pierson's claim of heirship to decedent's estate was not based on a simple factual misrepresentation made in a legal document but instead was based upon Pierson's course of conduct during his 38-year separation from decedent during which time both he and decedent entered into marriages with other people. A review of the record reveals there is ample evidence, aside from that claimed to be erroneously admitted, barring Pierson on the grounds of estoppel from asserting surviving spousal inheritance rights from decedent's estate.
Estoppel has been applied in cases where the estopped party "slept on her property rights year in and year out and who, by her silence and acquiescence, allowed the rights of a third party to intervene." (Brown v. Brown, supra, 274 Cal.App.2d at p. 190.) Brown involved an invalid foreign divorce. The first wife waited almost 30 years before asserting a claim against property accumulated by Mr. Brown and his second wife. In the interim, she *Page 443 acquiesced in her husband's use of the second wife's separate property to build up the purported community property, she accepted monthly support payments from him, and she did not challenge the relationship between her husband and his second wife. The court held her estopped to claim a community property interest, explaining estoppel applies "to prevent a person from asserting a right which has come into existence by contract, statute or other rule of law where, because of his conduct, silence, or omission, it would be unconscionable to allow him to do so." (Id. at p. 188.)
Other cases illustrate that estoppel has consistently been applied to prevent a spouse who has remarried in reliance on a divorce decree that is invalid due to a lack of jurisdiction or other defect from asserting the invalidity of the divorce after the first spouse's death in attempting to claim inheritance rights. For example, in Hensgen v. Silberman (1948)
Pierson, however, raises a factual distinction which he claims dictates a different result. Unlike the above cited cases, in the instant case there was no divorce, invalid or otherwise, intervening between Pierson's and decedent's first and second marriages. Nevertheless, we believe this case is controlled by analogous principles. The principles laid down in the cases cited illustrate that if a wife or a husband enters into a subsequent marriage with another person during the lifetime of the estranged spouse, he or she will be estopped from claiming the rights of a lawful spouse, including the right to inherit if the estranged spouse dies intestate. Pierson admitted in his own affidavit that he entered into a marriage with Daisy in 1993 without obtaining a divorce from the decedent, from whom he had been separated for 35 years. Pierson's marriage to Daisy formalized a union that had produced five children and had resulted in the acquisition of community property. Although apprised of the vital facts, he never interfered in or challenged decedent's marriage to Clarence Anderson, Jr. Under these circumstances, Pierson's conduct constituted a complete repudiation of his marital status as decedent's husband, *Page 444 and he is now estopped from seeking to resurrect that status in order to establish a spousal right of heirship to decedent's estate.
Pierson relies on Estate of Scott (1949)
Kline, P.J., and Haerle, J., concurred.
Reference
- Full Case Name
- Estate of Jessie Lee Anderson, Orange Pierson, and v. Sharon Babb-Free, as Administrator, Etc., Objectors and Respondents Rochelle Anderson, And
- Cited By
- 6 cases
- Status
- Published