In re Tung Trust
CourtCalifornia Court of Appeal
Date FiledJune 9, 2026
DocketB343197
StatusPublished
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Full Opinion
Filed 6/9/26
CERTIFIED FOR PUBLICATION
IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA
SECOND APPELLATE DISTRICT
DIVISION SEVEN
In re TUNG TRUST DATED B343197
OCTOBER 24, 2011 (Los Angeles County Super.
Ct. No.20STPB01034
LILLIAN GAECKE, as
Temporary Successor Trustee,
etc.,
Plaintiff and Respondent,
v.
NICHOLAS YEH et al,
Defendants and
Appellants.
APPEAL from an order of the Superior Court of Los
Angeles County, Daniel Juarez, Judge. Reversed and remanded
with directions.
Braunstein & Braunstein, Clark Anthony Braunstein and
Annie Berlin for Defendants and Appellants.
Wright Kim Douglas and Jeffrey S. Cohen for Plaintiff and
Respondent.
__________________________
In 2011 Ya-Ching Tung established the Tung Trust, a
revocable living trust, designating as successor beneficiaries her
three children—son Lin-Chuan Yeh and daughters Lin-Chia Yeh
and Lillian Gaecke.1 Lin-Chuan died in July 2016 and is
survived by his three children, Nicholas, Savannah, and Joyce
(the Yeh children). After Tung died in May 2019, Gaecke, as
temporary successor trustee of the Tung Trust, filed a petition in
the probate court seeking a determination that the transfer of
trust property to Lin-Chuan failed because he had predeceased
Tung. Over the opposition of the Yeh children, the court granted
Gaecke’s motion for summary adjudication, finding California’s
antilapse statute, codified in Probate Code section 21110,2 did not
apply to preserve the transfer of property to Lin-Chuan under the
trust for the benefit of the Yeh children. On appeal, the Yeh
children contend the probate court erred in finding the antilapse
statute did not apply.
California’s antilapse statute provides that if the transferee
under an instrument (including a trust or will) predeceases the
transferor, if certain conditions are met, including that the
instrument does not express a contrary intention, the transferee’s
issue (lineal descendants) stand in the shoes of the transferee
1 We refer to family members who use the Yeh surname by
their given names.
2 Further undesignated statutory references are to the
Probate Code.
2
and receive the benefit of the transfer.3 The antilapse statute
prevents the unintended disinheritance of descendants of a
transferee by creating a presumption that the transferor
intended for the descendants to receive the transfer under the
instrument in place of a transferee who has died by the time of
the transfer. If the antilapse statute does not apply, the transfer
under the trust fails, and the distribution under the instrument
is made under the laws of intestacy.
We agree with the Yeh children that the probate court
erred in finding the Tung Trust expressed a “contrary intention”
to override application of the antilapse statute under
section 21110, subdivision (b). The trust provided that if a person
named in the trust failed to survive the transferor (Tung) for
30 days, “the person shall be considered to have predeceased the
settlor.” What the trust did not say is that if the person named in
the trust failed to survive Tung for 30 days, the person would not
receive the gift under the trust. In the absence of clear language
indicating Tung’s contrary intention to disinherit Lin-Chuan’s
issue (the Yeh children), the antilapse statute applied.
We therefore reverse the order granting Gaecke’s motion
for summary adjudication and direct the court to enter a new
order denying the motion.
3 Section 50 defines the “‘[i]ssue’” of a person to mean “all his
or her lineal descendants of all generations.”
3
FACTUAL AND PROCEDURAL BACKGROUND
A. The Tung Trust
Tung, an unmarried woman,4 established the revocable
Tung Trust in October 2011. She designated herself as trustee
and Lin-Chuan, her oldest child, as successor trustee. The trust
estate included her residence located on 26th Street in Santa
Monica (Santa Monica property), unspecified bank accounts, and
the contents of safe deposit boxes. Article 5, paragraph B of the
trust provided that upon Tung’s death, the trustee would
distribute the assets in the estate to Tung’s three children as
follows: “any and all real property” would go to Lin-Chuan, and
“[a]ll bank accounts where no beneficiary is designated” would go
one-half to Lin-Chuan, one-third to Lin-Chia, and one-sixth to
Gaecke. The trust did not provide for any alternative disposition
of the trust estate and did not include a residuary clause
specifying how any assets not subject to specific transfers would
be distributed. The trust contained no express reference to the
Yeh children (who were adults at the time it was established).
4 In 1974 Tung divorced Shih Chieh Yeh, the father of
Gaecke, Lin-Chuan, and Lin-Chia; Shih Chieh died in 2010. Shih
Chieh held a 50 percent interest in Tung’s Santa Monica
property, the final distribution of which is the subject of a
pending related action, Estate of Shieh Yeh, Deceased (Los
Angeles County Super. Ct. case No. 20STPB03775).
4
Article 10 of the Tung Trust, titled “Miscellaneous
Provisions,”5 contains three provisions relevant to the parties’
arguments. Paragraph J, titled “Survivor by 30 Days” (the
survivor provision) states, “Except as otherwise specifically
provided in this instrument, if any person named herein fails to
survive a settler for thirty days, for all purposes of this trust, the
person shall be considered to have predeceased the settlor.”
Paragraph A, titled “Additions to the Trust” (the additions
provision), provides in part, “Any addition to a trust that at such
time has been wholly distributed shall be distributed to the
beneficiary of such trust or, if he or she shall not be living, to his
or her then-living issue, on the principle of representation.”
Paragraph G, titled “No-Contest Clause,” provides in part: “If
any beneficiary under this trust . . . contests in any court the
validity of this trust . . . or seeks otherwise to void, nullify, or set
aside this trust or any of its provisions, then that person’s right
to take any interest given to him or her by this trust shall be
determined as it would have been determined if that person had
predeceased the execution of this declaration of trust without
surviving issue.”
B. Gaecke’s Petition
Lin-Chuan died on July 26, 2016. Tung died nearly three
years later, on May 7, 2019. Lin-Chia died eight months after
Tung, on January 3, 2020, without issue.
5 We omit block capitalization used in the Tung Trust.
5
Gaecke, as Tung’s sole living child, initiated this action on
February 3, 2020, filing an ex parte application in the probate
court to be appointed successor trustee of the Tung Trust.6 On
February 6 the probate court appointed Gaecke as the temporary
successor trustee and authorized her to address pressing tax
issues.
On May 13, 2020 Gaecke filed a combined petition (1) “to
determine the existence of trust property”7 and (2) “to ascertain
trust beneficiaries and to determine distribution of the trust
estate.” The petition was filed pursuant to sections 17200,
subdivision (b)(4) and (10), 21110, and 21111 (among other
Probate Code provisions). Gaecke alleged the transfer to Lin-
Chuan failed because he predeceased Tung, and thus the Yeh
children were excluded as beneficiaries under section 21100,
subdivision (b). Further, she argued, Lin-Chuan’s share reverted
to Tung’s estate under section 21111, subdivision (a)(3) (which
applies to failed transfers), and should be divided according to the
laws of intestacy.
On November 4, 2020 the Yeh children filed a response and
objection to the petition, requesting in relevant part that the
probate court deny Gaecke’s request to exclude them as
beneficiaries. They argued that as Lin-Chuan’s biological
6 Article 11, paragraph A of the Tung Trust specifies that in
the event any trustee is “unable or unwilling to act as trustee,” a
court of competent jurisdiction may appoint a new trustee.
7 The petition alleged Tung maintained cash assets
exceeding $1 million in 27 different bank accounts that are
properly part of the trust estate.
6
children, they were entitled to take his place as beneficiaries in
the Tung Trust under the antilapse statute.
C. Gaecke’s Motion for Summary Adjudication
On September 19, 2024 Gaecke filed a motion for summary
adjudication of her “unlabeled” second cause of action for a
determination that the transfer to Lin-Chuan under the Tung
Trust failed and the Yeh children were excluded as beneficiaries.
She argued that on the undisputed facts, the antilapse statute
did not apply because the Tung Trust expressed a “contrary
intention” under section 21110, subdivision (b), that Lin-Chuan
was required to survive Tung. In particular, Gaecke argued that
the survivor provision (art. 10, ¶ J) constituted a “requirement
that the initial transferee survive the transferor or survive for a
specified period of time after the death of the transferor,” which,
under section 21110, subdivision (b), “constitutes a contrary
intention.”
In their opposition, the Yeh children argued there existed
triable issues of material fact “whether [Tung] expressed a clear
and unambiguous intention” to prevent application of the
antilapse statute. First, the Tung Trust instrument did not
express a contrary intention. The survivor provision “merely
provides a definition of when a transferee is determined to
predecease the settlor [and] does not . . . impose a requirement
that a beneficiary must survive the [s]ettlor in order for the gift
to vest.” No provision of the trust expressly stated that
inheritance was conditioned on survival, and the trust’s silence
meant that Gaecke could not meet her burden to override the
default application of the antilapse statute. Second, other
provisions of the Tung Trust, including the additions provision
7
(art. 10, ¶ A), showed that Tung intended that her grandchildren
should benefit under the trust (by providing for distribution to a
beneficiary’s “then-living issue”), and the no-contest clause
(art. 10, ¶ G) showed that where Tung intended to exclude
beneficiaries and their issue, she stated it expressly. Finally, the
Yeh children argued extrinsic evidence showed that Tung spent
time with the Yeh children, she expressed her dissatisfaction
with Gaecke, and she intended that the Yeh children benefit from
her estate after Lin-Chuan had died.
D. The Probate Court’s Ruling
At the December 5, 2024 hearing on Gaecke’s motion, the
probate court announced its tentative ruling to grant the motion.
The court explained that the survivor provision, although nested
among the miscellaneous provisions, was unambiguous, and its
use of the phrase “for all purposes of this trust” meant it was a
survival requirement “that makes the anti-lapse statute
inapplicable to the case because . . . there’s this contrary
intention on the part of the trustor . . . .” The court added, “I’m
having a hard time reconciling what this section means
otherwise. I looked . . . to see what other sections it could or
would otherwise apply to and I don’t see it.” The Yeh children’s
attorney argued the survivor provision did not say “in that event
[the issue] shall not take” or that there was a “requirement” that
the transferee survive as described in section 21110,
subdivision (b). The court responded that it had looked at the
survival requirement in section 21110, subdivision (b), but
continued to “think the instrument expresses a contrary intent to
the anti-lapse statute with this provision.” On that basis, the
court granted the motion.
8
On December 31, 2024 the probate court entered an order
granting the motion and finding the Tung Trust “expresses a
different intention to the application of the anti-lapse statute,
and the gifts to Lin-Chuan Yeh must therefore lapse.” The Yeh
children timely appealed.8
DISCUSSION
A. The Antilapse Statute and Standard of Review
As a general matter, when the recipient of a trust benefit
“fails to survive the transferor of an at-death transfer,” the
transfer fails. (§ 21109, subd. (a).) Under the antilapse statute,
however, if the transferee is a close relative of the transferor, and
the transferee predeceases the transferor, the transferee’s issue
8 Gaecke filed a motion to dismiss the appeal on the basis the
order granting summary adjudication was not an appealable final
order because other issues of trust administration remained
unresolved. On June 30, 2025 we denied the motion. The
probate court’s December 31, 2024 order constituted a final
resolution of a discrete “proceeding concerning the internal
affairs of a trust” to “[a]scertain[] beneficiaries and determin[e] to
whom property shall pass or be delivered upon final or partial
termination of the trust” (§ 17200, subd. (b)(4)), which was an
appealable order. (See Prob. Code, § 1304, subd. (a) [any final
order in a proceeding under Prob. Code, § 17200 et seq. is an
appealable order]; Code Civ. Proc, § 904.1, subdivision (a)(10)
[appealable orders include an “order made appealable by the
Probate Code”]; see also Boys & Girls Club of Petaluma v. Walsh
(2008) 169 Cal.App.4th 1049, 1057 [order determining allocation
of trust distributions resolved a request under section 17206,
making it appealable under section 1304].)
9
are presumptively entitled to take the benefit in the place of the
transferee. (See Estate of Mooney (2008) 169 Cal.App.4th 654,
658 [summarizing law]; § 21110, subd. (a) [“if a
transferee . . . fails or is treated as failing to survive the
transferor . . . the issue of the deceased transferee take in the
transferee’s place in the manner provided in Section 240”];9 id.,
subd. (c) [for purposes of section 21110, “‘transferee’” is limited to
“a person who is kindred of the transferor” or that person’s
spouse].)
The antilapse statute is so-named “because the attempted
devises protected by it would otherwise lapse and the property
would pass instead by intestacy.” (Estate of Mooney, supra,
169 Cal.App.4th at p. 658.) “‘Antilapse statutes serve an
extremely important function in the law, for they give effect to
strong human impulses in some cases and, in others, to what are
perceived as highly probable intentions. They prevent
unintended disinheritance of one or more lines of descent, by
presumptively creating an alternative or substitute gift in favor
of the descendants of certain of the decedent’s predeceased
relatives.’” (Id. at pp. 658-659; accord, Estate of Friedman (1961)
198 Cal.App.2d 434, 437 [anti-lapse statute “enacts an exception
to the general rule” of lapsed gifts “‘based on the presumed desire
of the testator to have gifts intended for certain persons go to
9 Section 240 provides the mechanism for intestate division
of the decedent’s property into equal shares among living
members of the nearest generation of issue and any deceased
members of that generation with living issue (with the deceased
member’s share divided equally among the living issue).
10
their children or other descendants in lieu of disposition as lapsed
gifts’”].)10
Although the antilapse statute creates a presumption in
favor of familial transfers, under section 21110, subdivision (b),
“[t]he issue of a deceased transferee do not take in the
transferee’s place if the instrument expresses a contrary
intention or a substitute disposition.” (See Estate of Salisbury
(1978) 76 Cal.App.3d 635, 639 [“It is well settled that the
California antilapse statute will not be applied where the testator
has expressed, with sufficient clarity, a contrary intention,” but if
no contrary intent appears, the antilapse statute “must be read
into the will.”].) In particular, section 21110, subdivision (b),
states, “A requirement that the initial transferee survive the
transferor or survive for a specified period of time after the death
of the transferor constitutes a contrary intention.” (See Burkett
v. Capovilla (2003) 112 Cal.App.4th 1444, 1450 (Burkett) [trust
provision stating “‘[f]or all gifts under this instrument, the
beneficiary must survive for sixty (60) days before entitlement to
such gifts’” constituted a survival requirement under § 21110,
subd. (b), and “therefore express[ed] an intention contrary to that
of the anti-lapse statute”].) In determining whether to apply the
antilapse statute, “[t]he paramount question is whether such
intent [against application of the antilapse statute] is plainly
indicated [citation] or is shown with a reasonable degree of
certainty.” (Salisbury, at p. 639; accord, Estate of Friedman,
10 The antilapse statute applies in the same manner to wills
and trusts. (Burkett v. Capovilla (2003) 112 Cal.App.4th 1444,
1450; see § 21101 [rules under §§ 21101 to 21140 apply to wills
and trusts].)
11
supra, 198 Cal.App.2d at p. 437 [“We must decide whether or not
the face of the will shows with a reasonable degree of certainty
that the testatrix did not intend the anti-lapse section to
apply.”].)
We review the provisions of the Tung Trust de novo to
determine whether the trust expresses an intention, consistent
with section 21110, subdivision (b), that the antilapse statute
should not apply. (Burkett, supra, 112 Cal.App.4th at p. 1449
[reviewing de novo whether anti-lapse statute applied because
“the interpretation of this written instrument does not require us
to resolve conflicts in extrinsic evidence”]; see Estate of Russell
(1968) 69 Cal.2d 200, 213 [“‘an appellate court is not bound by a
construction of a document based solely upon the terms of the
written instrument without the aid of extrinsic evidence, where
there is no conflict in the evidence’”].)11
In interpreting the provisions of a trust, “the intention of
the transferor as expressed in the instrument controls the legal
effect of the dispositions made in the instrument.” (§ 21102,
subd. (a); see Estate of Cairns (2010) 188 Cal.App.4th 937, 944
(Cairns) [“‘“In construing trust instruments . . . the duty of the
court is to first ascertain and then, if possible, give effect to the
intent of the maker.”’”].) “All parts of an instrument are to be
11 The probate court did not consider any extrinsic evidence
as to Tung’s intent, the relevant facts and documents are
undisputed, and the parties do not challenge the court’s
evidentiary rulings. Because we conclude the Tung Trust did not
express an intention contrary to application of the antilapse
statute, we do not reach the Yeh children’s arguments based on
extrinsic evidence.
12
construed in relation to each other and so as, if possible, to form a
consistent whole.” (§ 21121; see Cairns, at p. 944 [“‘“the intent of
the trustor prevails and it must be ascertained from the whole of
the trust instrument, not just separate parts of it”’”]; In re
Raymond’s Estate (1950) 96 Cal.App.2d 808, 814 [“The entire
scheme of disposition must be considered, the property disposed
of, persons named as devisees and legatees; words used should be
considered in reference to the context and construed according to
their surroundings.”].)
In addition, “[p]rovisions in a testamentary instrument are
to be given a liberal and reasonable interpretation rather than a
narrow and technical one, . . . and the apparent meaning of
particular words, phrases and provisions is to be subordinated to
the testator’s plan or dominant purpose.” (Cairns, supra,
188 Cal.App.4th at pp. 947-948.) The words in a trust “are to
receive an interpretation that will give every expression some
effect” and are “given the ordinary and grammatical meaning,
unless the intention to use them in another sense is clear and
their intended meaning can be ascertained.” (§§ 21120, 21122.)
“Preference is to be given to an interpretation of [a trust] that
will prevent intestacy or failure of a transfer, rather than one
that will result in an intestacy or failure of a transfer.” (§ 21120.)
B. The Tung Trust Did Not Express a Contrary Intention To
Override the Antilapse Statute
The Yeh children contend the probate court erred in
holding that the survivor provision (art. 10, ¶ J) constituted a
“contrary intention” under section 21110, subdivision (b), to
override the antilapse statute. We agree.
13
The survivor provision states in relevant part, “[I]f any
person named herein fails to survive a settler for thirty days, for
all purposes of this trust, the person shall be considered to have
predeceased the settlor.” On its face, this language is not a
“requirement that the initial transferee survive the transferor or
survive for a specified period of time after the death of the
transferor” in order for the issue to receive the gift under the
trust. (§ 21110, subd. (b).) It does not state, explicitly or
implicitly, that a gift or transfer is conditioned on the beneficiary
surviving the settlor; rather, it merely establishes circumstances
in which a beneficiary who survives the settlor will be deemed
nonetheless to have predeceased her. This is starkly different
from the survival requirement at issue in Burkett, supra,
122 Cal.App.4th at page 1450—the only case cited by either party
relating to operation of a survival requirement under
section 21110, subdivision (b). The survivor provision in Burkett
stated that for all gifts under the instrument, “the beneficiary
must survive for sixty (60) days before entitlement to such gift.”
(Burkett, at p. 1450.) The Burkett provision expressly addressed
gifts and used mandatory survival language; the Tung Trust did
neither.12
12 In her respondent’s brief, Gaecke argues Burkett is
inapposite because in that case the probate court did not decide
whether the survivor provision constituted a survival
requirement under section 21110, subdivision (b) (which does not
appear to have been disputed), instead addressing whether a 60-
day survival requirement ran from the date of the settlor’s death
or the execution of the instrument. (Burkett, supra,
122 Cal.App.4th. at p. 1448.) Although Burkett is not controlling,
14
We acknowledge, as Gaecke argues, that our analysis is not
limited to whether the survivor provision, standing alone,
included specific and conditional language showing a contrary
intent. Rather, we must determine whether the Tung Trust,
viewed holistically in light of the survivor provision, expressed a
contrary intention. (See Cairns, supra, 188 Cal.App.4th at
p. 944; In re Raymond’s Estate, supra, 96 Cal.App.2d at p. 814.)
The probate court reasoned that the survivor provision in the
Tung Trust must be interpreted to create a survival requirement,
because the court could not find any other sections in the trust to
which the provision “could or would otherwise apply” besides
limiting the transfers to Tung’s children under article 5, and the
court could not “reconcile it in any other way.” The court’s
reasoning is not persuasive.
Although courts must give effect to each provision when
possible (§ 21120), it is clear the Tung Trust includes
“miscellaneous” provisions in article 10 that are boilerplate with
no evident application to other sections of the Tung Trust or to
Tung’s circumstances at the time she established the trust. For
example, paragraph M governs payments to “minor beneficiaries”
through a conservator, which is a commonsense provision to
safeguard distributions when children are involved. But it has no
application to Tung, whose three beneficiaries were older adults.
Likewise, paragraph J’s boilerplate provision defining a category
it is still instructive because it is the only published case
addressing a survivor provision in the context of section 21110.
Moreover, Gaecke relied on Burkett to argue in her summary
adjudication motion that article 10, paragraph J showed a
contrary intent to override the antilapse statute; it does not.
15
of persons who are deemed to have predeceased the settlor “for all
purposes” of the trust does not mean the definition must be
construed so that it is relevant to property transfers under the
trust a decade after the trust was created. And the inclusion of
this boilerplate language certainly does not mean we must
interpret a boilerplate provision unreasonably, writing into the
trust a survival requirement that has an extremely consequential
impact on the central transfer provisions of the trust yet is silent
on whether the transfer to a beneficiary who does not survive for
30 days fails. If Tung intended for the transfer to Lin-Chuan to
fail if he predeceased her (or if he survived her by only 29 days),
she could have simply and unambiguously modified article 5,
paragraph A, to say “[a]ny and all real property” would be
distributed “to settlor’s son Yeh, Lin-Chuan, unless he does not
survive Tung.”
Contrary to the probate court’s concern, there are reasons
why Tung might have included paragraph J to implement her
estate plan that have nothing to do with an intent to override the
antilapse statute. For one, as the harsh no-contest provision
suggests, Tung may have been particularly concerned about
challenges to the trust, and she may have wished to avoid
disputes over whether a specific beneficiary died before or after
she did. What if, for example, Tung and Lin-Chia were killed in a
car crash, and their bodies were later recovered from the vehicle?
Lin-Chia’s heirs—who cannot invoke the antilapse statute
because Lin Chia had no issue—would have an incentive to try to
establish that Tung died first (otherwise, Lin-Chia’s share would
revert back to Tung’s estate under section 21109).
16
Seemingly far-fetched, scenarios like this are not confined
to bar examinations: California adopted the Uniform
Simultaneous Death Act in 1945,13 which applies under certain
circumstances, including intestacy, to create “effective, workable
and equitable rules applicable to the ever-increasing number of
cases where two or more persons have died under such
circumstances that there is no sufficient evidence to indicate that
they have died otherwise than simultaneously.” (In re Schmidt’s
Estate (1968) 261 Cal.App.2d 262, 270; Estate of Sugino (1968)
267 Cal.App.2d 591, 592 [“The Uniform Act . . . was adopted in
1945 to provide a more realistic answer to the problem of who
died first in a common accident.”]; see In re Rowley’s Estate
(1967) 257 Cal.App.2d 324, 326, 332-333 [addressing application
of Uniform Simultaneous Death Act where the “lifeless bodies” of
the grantor and beneficiary of a gift were found after a car
crash].) Section 6403, subdivision (a), now provides for intestate
succession that “[a] person who fails to survive the decedent by
120 hours is deemed to have predeceased the decedent for the
purpose of intestate succession, and the heirs are determined
13 The California Uniform Simultaneous Death Act is now
codified in sections 220 to 234. Section 220 (formerly section 296)
provides that “if the title to property or the devolution of property
depends upon priority of death and it cannot be established by
clear and convincing evidence that one of the persons survived
the other, the property of each person shall be administered or
distributed, or otherwise dealt with, as if that person had
survived the other.”
17
accordingly.”14 Section 6211 similarly provides for statutory wills
that “[a] person who fails to survive the decedent by 120 hours is
deemed to have predeceased the decedent for the purpose of a
California statutory will. . . .”
There is no similar statutory provision for trusts and non-
statutory wills: As discussed, section 21109 provides (in cases
where the antilapse statute does not apply) that “a transferee
who fails to survive the transferor of an at-death transfer or until
any future time required by the instrument does not take under
the instrument.” Instead, Tung included a standard provision in
the Tung Trust to accomplish the same purpose by defining
under what circumstances a beneficiary predeceases Tung, albeit
with a longer survival period. The Tung Trust’s survivor
provision, which effectively eliminates property transfers to a
soon-to-be-deceased beneficiary who will see little or no benefit
from the gift, also serves other functions. For example, such a
provision might be desirable to avoid rapid, successive
administration (or probate) of two estates (the Tung Trust
followed by the newly-deceased beneficiary’s estate).
Whatever the purpose of the survivor provision, we must
assume Tung understood California’s antilapse statute at the
14 Section 6403 was amended in 1989 (Stats. 1989, ch. 544,
§ 5), in response to the recommendation of the California Law
Revision Commission to add the 120-hour provision to create “a
more complete solution” to the problems created by the
simultaneous death of a decedent and the decedent’s heir by
requiring the potential heir to survive the decedent by at least
120 hours to take by intestacy. (See 20 Cal. L. Revision Comm’n
Reports 1 (1990), Recommendation relating to 120-Hour Survival
Requirement, p. 28.)
18
time she established the Tung Trust. (See Estate of Salisbury,
supra, 76 Cal.App.3d at p. 639 [antilapse statute is read into a
will absent expressed contrary intention “[s]ince a testator is
presumed to know the law at the time of making the will”].) In
other words, Tung expected the Yeh children would receive the
Santa Monica property (and cash) if Lin-Chuan did not survive
Tung, but the cash transfers to Tung’s daughters without issue
would lapse under section 21009, subdivision (a). In this light, it
is unreasonable to infer that Tung included the survivor
provision in the trust to disinherit her grandchildren by Lin-
Chuan in a highly oblique manner, and it is far more reasonable
to infer she was trying to reduce any uncertainty and the risk her
2011 distribution plan would be challenged.
Indeed, we must give priority to Tung’s overall intent in
construing the trust (Cairns, supra, 188 Cal.App.4th at p. 944),
and other provisions indicate that she did not intend to exclude
the Yeh children if Lin-Chuan predeceased her. As discussed, the
additions provision provides that “[a]ny addition to a trust that at
such time has been wholly distributed shall be distributed to the
beneficiary of such trust or, if he or she shall not be living, to his
or her then-living issue, on the principle of representation.”
Because the children of deceased beneficiaries are entitled to
trust additions, it makes no sense to interpret the trust to
conclude these same grandchildren are excluded from benefiting
from the principal estate because their parent predeceased Tung
(or died 29 days after Tung). Further, as the Yeh children argue,
the no-contest clause states that a person who contests the trust
will be treated as if “that person had predeceased the execution of
this declaration of trust without surviving issue.” (Italics added.)
The reference to “surviving issue” in this provision makes no
19
sense if Tung intended for all transfers to fail when a beneficiary
predeceased her (or was deemed to be predeceased).
Finally, we must give preference to an interpretation of the
Tung Trust “that will prevent intestacy or failure of a transfer,
rather than one that will result in an intestacy or failure of a
transfer.” (§ 21120; accord, Estate of Duke (2015) 61 Cal.4th 871,
892.) The transfer of the Santa Monica property went exclusively
to Lin-Chuan, and the trust contained no alternative disposition
or residuary clause. Without the anti-lapse statute, the transfer
would fail and the Santa Monica property would revert to Tung’s
estate, and it appears (absent evidence of a will) that the
property would be distributed through intestacy laws. (See
§ 21111, subds. (a)(3) [“If the transferring instrument does not
provide for an alternative disposition and does not provide for the
transfer of a residue, . . . the property is transferred to the
decedent’s estate.”] & (d) [“If failure of a future interest results in
an intestacy, the property passes to the heirs of the transferor
determined pursuant to Section 21114.”].)
Because the Tung Trust does not contain a survival
requirement pursuant to section 21110, subdivision (b), and does
not otherwise evidence a “contrary intention,” the antilapse
statute applies, and Lin-Chuan’s transfer passes to the Yeh
children.
DISPOSITION
The December 31, 2024 order granting Gaecke’s motion for
summary adjudication is reversed. The matter is remanded with
directions for the probate court to vacate its order granting the
motion and to enter a new order denying summary adjudication
of Gaecke’s cause of action to determine that the transfer to Lin-
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Chuan did not pass to the Yeh children under the antilapse
statute. The Yeh children are to recover their costs on appeal.
FEUER, J.
We concur:
MARTINEZ, P. J.
GIZA, J.*
* Judge of the Los Angeles County Superior Court, assigned
by the Chief Justice pursuant to article VI, section 6 of the
California Constitution.
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