Cutting v. Scherzinger

68 P. 393, 40 Or. 353, 1902 Ore. LEXIS 11
CourtOregon Supreme Court
DecidedMarch 31, 1902
StatusPublished
Cited by4 cases

This text of 68 P. 393 (Cutting v. Scherzinger) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cutting v. Scherzinger, 68 P. 393, 40 Or. 353, 1902 Ore. LEXIS 11 (Or. 1902).

Opinions

Mr. Chief Justice Bean,

after stating the facts in the foregoing terms, delivered the opinion of the court.

1. At the outset it is contended that the sureties on the guardian’s bond cannot invoke the jurisdiction of the county court to settle the accounts of their principal, or for the allowance of credits therein. Whatever the rule may be in the case suggested is immaterial here, because the county court acted, not only on the petition of Cutting’s bondsmen, but that of the subsequently appointed guardian, and even if the bondsmen could not intervene to protect their own interests, as they would seem to have a right to do [Woerner, Guardianship, p. 341, § 101; In re Spath’s Estate, 144 Pa. 383 (22 Atl. 749); 15 Ency. Pl. & Pr. (2 ed.) 90], there can be no question but what the jurisdiction of the court was properly invoked by the guardian then in office: Herren’s Estate, 40 Or. 90 (66 Pac. 688).

2. The claim is also made 'that Cutting is a necessary party to this proceeding; but there is no attempt to surcharge or falsify his statements or alleged accounts, so far as the actual receipts and disbursements shown thereby are concerned, or to charge him with any liability not disclosed. The single question is whether he should be allowed additional credits, and all parties interested in that controversy are before the court.

3. Again, it is urged that this is, in effect, an attempt to surcharge and falsify the accounts of' a guardian, and that recourse must be had to a court of general equity jurisdiction for that purpose. As we have already suggested, no account or pretended account of Cutting was ever approved by the county court, unless, perhaps, the one filed soon after his appointment, and which merely contained a statement of the [357]*357amount of money received by him and some small itenis of expenditures. Moreover, the account, as finally settled and approved, is made up from those previously filed by the guardian, except one item of $420.84, which he wrongfully claimed to have paid to one of his wards after she became of age, and another for money expended in the support and maintenance of his wards. IJpon this record, we are clearly of the opinion that the county court had jurisdiction to make the order complained of.

4. The only question remaining, therefore, is whether, under the circumstances as disclosed by the testimony, the guardian should be credited with the amount so expended. It is the duty of a guardian to see that his ward is suitably maintained, and upon proper application therefor the county court may and will authorize the use of the principal of his ward’s funds, as well as the income thereof, if necessary, for that purpose. The usual, and no doubt better, practice is to obtain an order authorizing the expenditure, and as a general rule a guardian cannot encroach upon the principal without such order; but it is believed this rule is not inflexible, so that if the income is not sufficient, and the ward’s welfare requires it, the guardian may resort to the principal, and, if he has in fact used a part of it for the support and maintenance of his ward without authority of the court, it inay and will, in a proper ease, ratify such expenditures. If, however, he has taken this responsibility, he is required to make out as clear a case to obtain the order ratifying the expenditure as if he had applied for authority in advance. The true criterion in such case would seem to be whether the court would have antecedently authorized the expenditure : Woerner, Guardianship, p. 348, § 104; 15 Ency. Pl. & Pr. 100; In re Beisel’s Estate, 110 Cal. 267 (40 Pac. 961).

It is vigorously contended, however, that because there is no evidence that Cutting intended to take credit for or charge his wards for their support and maintenance, no allowance can be made for that purpose. As a general rule, it may be conceded that when a stepfather voluntarily assumes the care and sup[358]*358port of a stepchild he stands in the place of a parent, and is not entitled to reimbursement for its support and maintenance out of the separate estate of the child. There is no law, however, requiring him to do so; and, unless he voluntarily chooses to assume the duties of a parent, he is entitled to charge for its support and maintenance, and, if its guardian, to a credit in his accounts for any money expended for that purpose: Gerber v. Bauerline, 17 Or. 115 (19 Pac. 849). The vital question here is not whether a stepfather who supports and maintains his stepchildren from his own funds is entitled to reimburseinent therefor from their estate, but whether he should be credited in the settlement of his accounts as their guardian with expenditures out of the money of his wards for such purpose. The claim of the petitioners and findings of the county court are to the effect that Cutting used a portion of the money belonging to his wards for their support and maintenance, and the only question is whether, if that be true, he should be allowed credit therefor. Originally, the power to appoint a guardian of the person and estate of a minor belonged to a court of chancery. In this country, however, as a general rule, such power has by the legislature been delegated or conferred upon particular courts, and in this state upon the county court: Hill’s Ann. Laws, § 895. In .the execution of the power, however, the county courts are governed in a large measure by the rules formerly applicable to similar proceedings in the courts of chancery, and the settlement of the accounts of a guardian in the county court is substantially the same as the settlement of the accounts of a trustee appointed by the general court of equity, and is to be determined on general equity principles. There are no hard and fast rules by which the court is bound. While it cannot be too strict and vigilant in investigating the accounts of a guardian where there are indications of bad faith or fraud, yet, in the absence of all indications of that kind, a guardian should not, in the settlement of his accounts, be held to the strict rules of evidence. As a general rule, full items with vouchers for all expenditures should be required, and credits ought not to be al[359]*359lowed without them; but this is not indispensable, and in a clear case, where there is no doubt of the expenditures having been made nor of the guardian’s good faith, vouchers may be dispensed with. Each ease must necessarily depend upon its own particular facts, and on the equities thereof.

5. Now, it seems to us plain from the record of this cause that Cutting used a portion of his ward’s money for their support, maintenance, and education, and there is much in the record to indicate that he intended his sureties should not have the benefit of a credit therefor. From the time of his marriage with the mother of his wards, he and the family lived on an unproductive “rough mountainous ranch,” and, according to the testimony of his neighbors, they were, up to the time he received the money belonging to his wards, in straitened circumstances, if not absolute poverty. Mr. Goeres, a neighbor and wholly disinterested witness, testifies that up to that time the children were barefooted and ragged, and needed better food than they had; that Cutting’s neighbors assisted him in Avorb, as well as in food; that after his appointment as guardian he did but little work, but the children were better fed and clothed, and appeared in good circumstances. Mr.

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Bluebook (online)
68 P. 393, 40 Or. 353, 1902 Ore. LEXIS 11, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cutting-v-scherzinger-or-1902.