Bauer v. Bauer

256 P. 820, 201 Cal. 267, 1927 Cal. LEXIS 468
California Supreme Court·Decided June 1, 1927·No. Docket No. L.A. 9021.·Published·Cited by 59 cases

Opinion

*268 SEAWELL, J.

By reason of the importance of the issues presented by this appeal and the bearing that our conclusion would have upon the administration of estates of deceased persons and the duties and rights of executors and administrators thereof, we deemed it expedient to grant a petition for a rehearing in this cause in order that a most thorough investigation and consideration of the questions might be had. The opinion rendered upon the first presentation was prepared by the late Mr. Justice Lennon and concurred in by all the members of this court participating therein. A petition for rehearing was filed and, for the reason above stated, was granted. The case has since been elaborately argued orally and carefully briefed by counsel in the case and also by amici curiae and submitted for our consideration. After full and careful consideration we find ourselves brought to the adoption of the conclusion reached upon the first presentation of the cause. We are of the view that such cases as In re Burdick, 112 Cal. 387 [44 Pac. 734], Estate of Hall, 154 Cal. 527 [98 Pac. 269], Stevens v. Superior Court, 155 Cal. 148 [99 Pac. 512], Estate of Fulton, 188 Cal. 489 [205 Pac. 681], and numerous other cases bearing more or less directly upon the question which might be cited to the same point, sustain the conclusion reached in the first instance. A few cases have been cited which seem to give some color to the appellants’ claims, but they are entirely overcome by what appears to us to be the better considered line of cases. The latter are also more in consonance with a logical interpretation of the various code sections establishing our system of probate procedure and tend to bring litigation to a close. We are satisfied that no constitutional right was invaded by the decision first handed down by this court and that the rule announced would have the effect of preventing a state of confusion which would inevitably follow if appellants’ views should be declared to be the law.

Our former opinion, which was set aside upon petition for rehearing, and which we adopt as the law of the case, follows:

“This appeal is from a judgment made and entered on October 16, 1925, in favor of the defendants after the making of a certain order by the trial court sustaining a de *269 murrer without leave to amend and granting a motion to dismiss said action.
“The complaint o£ the plaintiffs herein, after alleging the qualifications of certain of said plaintiffs to maintain this action, proceeds to aver that on the 25th day of October, 1921, Emile Bauer, deceased, was the owner and in possession of a certain piece of real estate situate in Pasadena, California; that on said date there was in the safe deposit box of said Emile Bauer a deed to said property which he had theretofore subscribed and by which said deed, in consideration of love and affection, he had granted to Lily M. Bauer, the defendant herein, said property; that said Lily M. Bauer, on or about the 26th day of October, 1921, took said deed from said safe deposit box without the knowledge of said Emile Bauer and without his having made any delivery of said deed to her, and caused the said deed to be recorded; that said Emile Bauer died on the 4th day of June, 1923 in the city of Pasadena, leaving his last will and testament, which was, on or about the 12th day of July, 1923, duly admitted to probate and said Lily M. Bauer and one Lloyd 0. Bauer were granted letters testamentary as the executrix and executor named therein; that the plaintiffs herein are legatees of said Emile Bauer under said will; that during the month of September, 1923, said Lily M. Bauer sold said real estate for the sum of $12,000, which she then received and has since retained and claims the same to be her individual property; that said Lily M. Bauer and Lloyd C. Bauer, as executrix and executor, respectively, of said estate, have refused to include in the inventory of said estate the said property or any portion thereof or the money derived from the sale thereof; that by reason of the failure and refusal of Lily M. Bauer and Lloyd C. Bauer, as the executrix and executor, respectively, of said estate, to include the said property and money in said estate and in the inventory of the estate, the said plaintiffs, who are legatees under the said will of said deceased, are being deprived of their respective shares and interests in said estate as fixed by the terms of said will; that said Lily M. Bauer and said Lloyd C. Bauer, as the executrix and executor of said estate, are acting in collusion with .each other in refusing to maintain any action against Lily M. Bauer in her individual capacity to recover *270 for said estate said property or the proceeds thereof. The prayer of said complaint is that said defendant be adjudged to be a trustee for the benefit of the plaintiffs herein and of said estate in respect to the said sum of $12,000 derived by her from the sale" of said real estate and for such other and further relief as may be meet in the premises.
“To the foregoing complaint the defendant Lily M. Bauer presented her demurrer upon the general ground that the complaint did not state facts sufficient to constitute a cause of action against said defendant and upon the further ground that it appears therefrom that there is another action pending between the parties for the same cause, to-wit, a proceeding in probate, and upon the further ground that the court has no jurisdiction of the subject matter of this action, the exclusive jurisdiction of the same resting with the court in probate, and also certain grounds of special demurrer which it is not necessary to consider.
“The said defendant also presented at the time of the filing her said demurrer a notice of motion to dismiss said action upon the ground that there is another action pending between the parties in reference to the same subject matter, to-wit: the estate of Emile Bauer, deceased, No. 62632, in probate; and upon the further ground that the court has no jurisdiction of the subject matter of this action.
“Prior to the hearing had upon said motion the plaintiffs presented a motion to said court for permission to add the names of Lily M. Bauer and Lloyd C. Bauer as executrix and executor of the last will and testament of Emile Bauer, as parties defendant in said action.
“The hearing upon the demurrer and also upon each of the foregoing motions came on for hearing before the court on the 13th day of October, 1925. Whereupon it was stipulated between the parties that the last named motion of the plaintiffs might be granted, joining Lily M. Bauer and Lloyd C. Bauer in their official capacities as parties defendant, and that the demurrer of Lily M. Bauer theretofore filed might stand as the demurrer of each and all of said defendants.

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Bauer v. Bauer, 256 P. 820, 201 Cal. 267, 1927 Cal. LEXIS 468 (Cal. 1927).

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