Cauhape v. Barnes

67 P. 55, 135 Cal. 107, 1901 Cal. LEXIS 654
CourtCalifornia Supreme Court
DecidedDecember 17, 1901
DocketS.F. No. 1851.
StatusPublished
Cited by6 cases

This text of 67 P. 55 (Cauhape v. Barnes) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cauhape v. Barnes, 67 P. 55, 135 Cal. 107, 1901 Cal. LEXIS 654 (Cal. 1901).

Opinion

VAN DYKE, J.

An action against defendant Barnes, as trustee, and the heirs and devisees under the will of Margaret Leddy, deceased, for balance due the plaintiff for cattle and meats sold and delivered to the defendant Barnes in his capacity as trustee under the said will, and to have the sum found due by the court declared a lien upon the real property belonging to said heirs and devisees, there being no personal property belonging to said trust estate to satisfy said plaintiff’s claim.

Margaret Leddy died in 1884, leaving a number of children, defendants here, and three other children, who died unmarried and without issue, and considerable of an estate. Her property consisted, among other things, of an old and established butchering business, and, with a view to its conduct and maintenance after her death, she provided in her will, after bequeathing one twenty-second of her estate to Clarence Leddy, a minor son, that all the rest of her estate was given, devised, and bequeathed to James Leddy and Samuel Leddy, in trust for the following uses and purposes: “To carry on the butchering business as heretofore carried on by said testatrix, Margaret Leddy, until the youngest child, Clarence Leddy, should attain the age of fifteen years, and in the mean time to clothe, educate, and maintain said minor children, until the females should marry, during said period, and the males obtain means of support for themselves, during said period, and when the said Clarence Leddy should attain the age of fifteen years, to distribute the said real and personal property and its increase as follows: To Clarence Leddy, 1/22 part of the whole thereof, and the rest and residue thereof to each of the other children, share and share alike. ’ ’ The will was admitted to probate, and such butchering business was conducted and maintained, under the trust provisions of the will, by James Leddy, one of the trustees, until 1885, when he, as surviving trustee, retired as such trustee, and Frederick Asselin was, by the superior court, appointed trustee in his stead, who entered upon the discharge of his duties under such trust, the estate of Margaret Leddy, deceased, in the mean time having been distributed to him *109 in trust for the said purposes stated in her said will. Thereafter, in 1887, in an action brought to relieve Asselin from further duties as trustee, he having resigned as such on April 13, 1887, as shown by the minutes of said court in said cause, the following proceedings occurred: “On the part of the plaintiff, F. M. Asselin and F. Barnes are sworn, and no evidence being offered on the part of defendants, and said cause submitted to the court for consideration and decision, and the court being fully advised, and no objection appearing thereto, it is ordered that plaintiff’s prayer be granted, and he be relieved from the duties of trustee under the will aforesaid. And it is further ordered that said Frederick Barnes be and he is hereby appointed such trustee, without being required to give security of any kind. ’ ’ It was in evidence on the trial that defendant Barnes was present in court at the time the order in question was made for his appointment as trustee, and then and there consented to act as such trustee under the will of Margaret Leddy, deceased, and from that day down to the trial of this action continued to act as such trustee. In his testimony he says: “I have had dealings with the plaintiff herein in my capacity, which I suppose to be as trustee. I was carrying on the business of the trust. It was a butchering business. I purchased cattle and meats from the plaintiff, and sold them at retail. I used the proceeds in the paying of the expenses of the business and the estate. I used the net proceeds of the sales and the business in the expenses of the estate and the house and the clothing, feeding, and looking after the children, and in the maintenance of the estate, and the payment of taxes upon the lands and property of the estate, including the lands still belonging to the Leddy estate. I spent the money for the support of the minor children of Margaret Leddy, as directed by the will, and spent it wholly in carrying out the trust laid down in the will of Margaret Leddy. I never did deal with Cauhape in an individual capacity; I dealt with him as trustee under the will.” The amount of the balance claimed by the plaintiff to be due is not disputed. A large portion of the goods were furnished before January, 1895. Barnes testified: “I informed the heirs every month of the condition of affairs. The dispute came afterwards,”—that is, after the indebtedness accrued. It was stipulated at the trial that the first dispute and con *110 tention by the Leddy heirs, as to the validity of Barnes’s appointment as trustee, was about October, 1895.

The court finds that, in the proceeding for that purpose already noted, Asselin “was then and there and thereby discharged as such trustee, and relieved of all further powers as such under the last will of Margaret Leddy, deceased,” but also finds that Frederick Barnes was not appointed as trustee in place of Asselin. This last purported finding is a mere conclusion drawn by the court below from a so-called interlocutory decree in the proceeding, wherein Asselin resigned and Barnes was appointed. The defendants on the trial “offered in evidence a document purporting to be a certified copy of the lost original interlocutory decree in Asselin v. Barnes.” It is recited in this so-called interlocutory decree,—which is dated May 9, 1887, nearly a month after the minute order,— that Asselin had made his resignation in writing, and asked to be relieved from the trust, and that Frederick Barnes is in all respects a suitable and proper person to carry out said trust; it was' thereupon ordered, that the resignation of said Asselin be accepted, that a day be set for hearing his final account, and that upon the settlement thereof he be released from all liability as such trustee; “that, upon the settlement of said account, and upon taking the oath, said Frederick Barnes be appointed sole trustee under the last will and testament of Margaret Leddy, deceased.”

When Asselin had been “discharged and relieved of all further powers as trustee,” as the minute order of April 13, 1887, declared he was, the settlement of his accounts was not a condition precedent to the appointment of another trustee in his place. The law does not require the taking of an oath by a trustee, and this requirement in the purported interlocutory decree, filed after Barnes was appointed, was mere surplusage. There was therefore.no legal impediment against Barnes entering upon the duties as trustee at the date of the minute order, which, as a matter of fact, he did; and from that time he performed the duties as trustee, and his acts as such were not even questioned by any one until a short time before the trial of this cause in the court below.

According to the finding of the court, however, we have here a trust without a trustee for nine years, which is against all the rules in such eases. “Another rule of equity, which *111 admits of no exception, is, that the court will never allow a trust to fail for want of a trustee.

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Cite This Page — Counsel Stack

Bluebook (online)
67 P. 55, 135 Cal. 107, 1901 Cal. LEXIS 654, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cauhape-v-barnes-cal-1901.