DEFINITIONS
Applied in 6 court decisions — leading case 167 Cal. App. 4th 995 - Patrick v. Alacer Corp. (2008)
Most recently applied in 215 Cal. App. 4th 82 - Hagman v. Meher Mount Corp. (April 2013)
Enacted by Stats. 1990, Ch. 79.
Court decisions citing this, by year. The dip in the last several years is a data-coverage gap, not a real trend — our corpus holds fewer opinions from the most recent years, so recent citations are undercounted.
“Beneficiary” means a person to whom a donative transfer of property is made or that person’s successor in interest, and:
(a) As it relates to the intestate estate of a decedent, means an heir.
(b) As it relates to the testate estate of a decedent, means a devisee.
(c) As it relates to a trust, means a person who has any present or future interest, vested or contingent.
(d) As it relates to a charitable trust, includes any person entitled to enforce the trust.
Official source: California Legislative Information. Reproduced from public-domain California statutes; confirm against the official source for the current text. Not legal advice.