express declaration requirement (California) · Go Syfert
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express declaration requirement in California

10 California opinions name it 2 courts 1976–2022 2 in the last five years

The cases below were cited by California courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (7)

CaseFollowedCited
Estate of Bibbgreen
calctapp · 2001 · cited in 5 California opinions naming this issue, 2010–2022
2 sentences

2021(See Estate of Bibb (2001) 87 Cal.App.4th 461, 468-469 [“since ‘grant’ is the historically operative word for transferring interests in real property, there is no doubt that Everett’s use of the word ‘grant’ to convey the real property into 11 joint tenancy satisfied the express declaration requirement of section 852, subdivision (a)”].) Even assuming the quitclaim deeds did not validly transmute the properties, that does not impact the enforceability of the 2017 settlement agreement.

2019Addressing the argument that the deed failed to meet the MacDonald standard, the Bibb court explained: “The deed is drafted in the statutory form required for expressing an intent to transfer an interest in real property. [Citations.] Since the MacDonald court held that the [proffered writings] would have been adequate for a valid transmutation had they said, ‘ “I give to the account holder any interest I have . . . ,” ’ and since ‘grant’ is the historically operative word for transferring interests in real property, there is no doubt that [the husband’s] use of the word ‘grant’ to convey the

25
McGirr v. Barnesongreen
calctapp · 1999 · cited in 3 California opinions naming this issue, 2001–2019
2 sentences

2019Thus, in In re Marriage of Kushesh & Kushesh-Kaviani 27 Cal.App.5th 449 , the court reasoned that an “ ‘INTERSPOUSAL TRANSFER GRANT DEED’ ” presented a better case for finding an express declaration than the grant deed in Bibb, because “not only did the writing use the verb ‘grant’―the main point of Bibb―but the heading added the words ‘interspousal’―denoting a spouse-to-spouse transaction―and ‘transfer grant’―denoting that whoever was doing the granting was actually transferring something out of that person’s estate.” (Marriage of Kushesh, at pp. 454-455, italics added.) Absent an unambiguous

2018Thus, in In re Marriage of Kushesh & Kushesh-Kaviani 27 Cal.App.5th 449 , 238 Cal.Rptr.3d 174 , the court reasoned that an " 'INTERSPOUSAL TRANSFER GRANT DEED' " presented a better case for finding an express declaration than the grant deed in Bibb , because "not only did the writing use the verb 'grant'-the main point of Bibb-but the heading added the words 'interspousal'-denoting a spouse-to-spouse transaction-and 'transfer grant'-denoting that whoever was doing the granting was actually transferring something out of that person's estate." ( Marriage of Kushesh, at pp. 454-455, 238 Cal.Rptr.

13
Kushesh v. Kushesh-Kaviani (In re Kushesh)green
calctapp · 2018 · cited in 2 California opinions naming this issue, 2018–2019
2 sentences

2019Thus, in In re Marriage of Kushesh & Kushesh-Kaviani 27 Cal.App.5th 449 , the court reasoned that an “ ‘INTERSPOUSAL TRANSFER GRANT DEED’ ” presented a better case for finding an express declaration than the grant deed in Bibb, because “not only did the writing use the verb ‘grant’―the main point of Bibb―but the heading added the words ‘interspousal’―denoting a spouse-to-spouse transaction―and ‘transfer grant’―denoting that whoever was doing the granting was actually transferring something out of that person’s estate.” (Marriage of Kushesh, at pp. 454-455, italics added.) Absent an unambiguous

2018Thus, in In re Marriage of Kushesh & Kushesh-Kaviani 27 Cal.App.5th 449 , 238 Cal.Rptr.3d 174 , the court reasoned that an " 'INTERSPOUSAL TRANSFER GRANT DEED' " presented a better case for finding an express declaration than the grant deed in Bibb , because "not only did the writing use the verb 'grant'-the main point of Bibb-but the heading added the words 'interspousal'-denoting a spouse-to-spouse transaction-and 'transfer grant'-denoting that whoever was doing the granting was actually transferring something out of that person's estate." ( Marriage of Kushesh, at pp. 454-455, 238 Cal.Rptr.

12
Meehan v. Kenneth H.green
cal · 1983 · cited in 2 California opinions naming this issue, 2014–2014
2 sentences

2014It provides “a record from which the maximum term of physical confinement for an offense can be determined, particularly in the event of future adjudications.” (Manzy W. at p. 1205.) It “also serves the purpose of ensuring that the juvenile court is aware of, and actually exercises, its [statutory] discretion … .” (Id. at p. 1207.) The court summarized its earlier decision in In re Kenneth H. (1983) 33 Cal.3d 616 (Kenneth H.) with approval, reiterating “that neither the pleading, the minute order, nor the setting of a felony-level period of physical confinement may substitute for a declaration

2014It provides “a record from which the maximum term of physical confinement for an offense can be determined, particularly in the event of future adjudications.” (Manzy W. at p. 1205.) It “also serves the purpose of ensuring that the juvenile court is aware of, and actually exercises, its [statutory] discretion … .” (Id. at p. 1207.) The court summarized its earlier decision in In re Kenneth H. (1983) 33 Cal.3d 616 (Kenneth H.) with approval, reiterating “that neither the pleading, the minute order, nor the setting of a felony-level period of physical confinement may substitute for a declaration

12
Marr. of Valligreen
cal · 2014 · cited in 1 California opinions naming this issue, 2020–2020
1 sentence

2020(See maj. opn., ante, at pp. 2-3, 39 [form of title presumption in Evidence Code section 662 does not control the inquiry]; In re Marriage of Valli (2014) 58 Cal.4th 1396, 1406 [property titled in one spouse’s name 1 In re BRACE Kruger, J., concurring and dissenting must satisfy statutory transmutation requirements to overcome community property presumption].)1 Where I part ways with the majority is on the timing of this change in the governing law.

11
Anderson v. Stansburygreen
cal · 1952 · cited in 1 California opinions naming this issue, 1976–1976
2 sentences

1976(Anderson v. Stansbury, 38 Cal.2d 707, 717 [ 242 P.2d 305 ]; California Chiropractic Assn. v. Board of Administration, 40 Cal.App.3d 701, 704 [ 115 Cal.Rptr. 286 ].) Here, the parties’ summary judgment papers debated the constitutional question, and the court filed a notice of intended decision expressing the judge’s view that the statute was constitutional.

1976(Anderson v. Stansbury, 38 Cal.2d 707, 717 [ 242 P.2d 305 ]; California Chiropractic Assn. v. Board of Administration, 40 Cal.App.3d 701, 704 [ 115 Cal.Rptr. 286 ].) Here, the parties’ summary judgment papers debated the constitutional question, and the court filed a notice of intended decision expressing the judge’s view that the statute was constitutional.

11
California Chiropractic Ass'n v. Board of Administrationgreen
calctapp · 1974 · cited in 1 California opinions naming this issue, 1976–1976
2 sentences

1976(Anderson v. Stansbury, 38 Cal.2d 707, 717 [ 242 P.2d 305 ]; California Chiropractic Assn. v. Board of Administration, 40 Cal.App.3d 701, 704 [ 115 Cal.Rptr. 286 ].) Here, the parties’ summary judgment papers debated the constitutional question, and the court filed a notice of intended decision expressing the judge’s view that the statute was constitutional.

1976(Anderson v. Stansbury, 38 Cal.2d 707, 717 [ 242 P.2d 305 ]; California Chiropractic Assn. v. Board of Administration, 40 Cal.App.3d 701, 704 [ 115 Cal.Rptr. 286 ].) Here, the parties’ summary judgment papers debated the constitutional question, and the court filed a notice of intended decision expressing the judge’s view that the statute was constitutional.

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in California. Read the followed side critically anyway.

Also cited on this issue (5)

CaseCitedYears
Estate of MacDonald green
cal · 1990
2 sentences

2022(See California Judges Association Committee on Judicial Ethics (Dec. 2018) Opinion No. 76.) 29. subdivision (a) was intended “to create a writing requirement which enables courts to validate transmutations without resort to extrinsic evidence and, thus, without encouraging perjury and the proliferation of litigation.” (Estate of MacDonald, supra, at p. 272 .) The court concluded the grant deed, which stated husband “grant(s)” the subject property to himself and his wife as joint tenants satisfied the statute’s express declaration requirement because the deed contained on its face a clear and

2019Rather, in clarifying that no particular locution was mandated, the Supreme Court remarked that the transfer documents would have been sufficient had they specified what interest was being conveyed―e.g., “ ‘I give to the account holder any interest I have in the funds deposited in this account.’ ” ( MacDonald, supra, 51 Cal.3d at pp. 272-273, italics added.)6 A statement like this clearly satisfies the MacDonald standard, not because “give” has special meaning, but because the conveyance of “any interest I have” unambiguously declares that “ownership of the property is being changed.” (Id. at

42001–2022
In Re Marriage of Starkman green
calctapp · 2005
2 sentences

2019(See Starkman, supra, 129 Cal.App.4th at pp. 662, 665.) The same analysis applies to the language characterizing the transfer as a “bonafide gift” for which the grantors “received nothing in return.” Contrary to Ida’s contention, the MacDonald court did not suggest that mere use of the word “give,” without 15 more, would have satisfied the express declaration requirement.

2018(See Starkman, supra, 129 Cal.App.4th at pp. 662, 665, 28 Cal.Rptr.3d 639 .) The same analysis applies to the language characterizing the transfer as a "bonafide gift" for which the grantors "received *701 nothing in return." Contrary to Ida's contention, the MacDonald court did not suggest that mere use of the word "give," without more, would have satisfied the express declaration requirement.

22018–2019
In Re Marriage of Lund green
calctapp · 2009
2 sentences

2019Thus, in In re Marriage of Kushesh & Kushesh-Kaviani 27 Cal.App.5th 449 , the court reasoned that an “ ‘INTERSPOUSAL TRANSFER GRANT DEED’ ” presented a better case for finding an express declaration than the grant deed in Bibb, because “not only did the writing use the verb ‘grant’―the main point of Bibb―but the heading added the words ‘interspousal’―denoting a spouse-to-spouse transaction―and ‘transfer grant’―denoting that whoever was doing the granting was actually transferring something out of that person’s estate.” (Marriage of Kushesh, at pp. 454-455, italics added.) Absent an unambiguous

2018Thus, in In re Marriage of Kushesh & Kushesh-Kaviani 27 Cal.App.5th 449 , 238 Cal.Rptr.3d 174 , the court reasoned that an " 'INTERSPOUSAL TRANSFER GRANT DEED' " presented a better case for finding an express declaration than the grant deed in Bibb , because "not only did the writing use the verb 'grant'-the main point of Bibb-but the heading added the words 'interspousal'-denoting a spouse-to-spouse transaction-and 'transfer grant'-denoting that whoever was doing the granting was actually transferring something out of that person's estate." ( Marriage of Kushesh, at pp. 454-455, 238 Cal.Rptr.

22018–2019
People v. Manzy W. green
cal · 1997
2 sentences

2014(Nov. 4, 2014), text of Prop. 47, p. 73.) 4 In In re Manzy W. (1997) 14 Cal.4th 1199 (Manzy W.), the California Supreme Court observed that the express declaration requirement of section 702 serves at least two purposes.

2014These determinations may be deferred until the disposition hearing.” (Italics added.) The same express declaration is required by rule 5.780(5) after a contested jurisdictional hearing and at the disposition hearing “[u]nless determined previously … .” (Cal. Rules of Court, rule 5.795(a); cf. rule 5.790(a)(1).) In In re Manzy W. (1997) 14 Cal.4th 1199 (Manzy W.), the California Supreme Court observed that the express declaration requirement of section 702 serves at least two 10 purposes.

22014–2014
Safarian v. Govgassian green
calctapp · 2020
1 sentence

2021“Nothing in [section 852] or the legislative history suggests that spouses cannot affirm or ratify a defective transmutation agreement through a subsequent valid agreement.” (Safarian v. Govgassian (2020) 47 Cal.App.5th 1053 , 1068.) The trial court held that the 2017 settlement agreement is just such a subsequent valid agreement.

12021–2021

Statutes the citing opinions construe

CA § Cal. Family Code § 852 (4) CA § Cal. Probate Code § 6600 (3)

Counted by distinct opinions that both name this issue and are annotated to the section; sections every opinion cites regardless of issue are not filtered here, so read the counts against the total above.

Where else courts name it

CA 10 (1976–2022) AK 2 (2016–2016)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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