Dapartment of Mental Hygiene v. Bayly

212 P.2d 587, 95 Cal. App. 2d 174, 1949 Cal. App. LEXIS 1097
CourtCalifornia Court of Appeal
DecidedDecember 19, 1949
DocketCiv. 14160
StatusPublished
Cited by9 cases

This text of 212 P.2d 587 (Dapartment of Mental Hygiene v. Bayly) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dapartment of Mental Hygiene v. Bayly, 212 P.2d 587, 95 Cal. App. 2d 174, 1949 Cal. App. LEXIS 1097 (Cal. Ct. App. 1949).

Opinion

*175 BRAY, J.

Appellant, Department of Mental Hygiene of the State of California, filed in the estate and guardianship of James H. Bayly, an incompetent person, a petition for “Order Instructing Guardian to Pay for Care, Support and Maintenance of Incompetent Person.” Thereafter respondent guardian filed an account. The petition and the account were heard at the same time. The court entered a decree denying the petition and settling the account without any allowance as requested by appellant for the support and maintenance of said incompetent. From this decree the department appealed.

Facts

There is no controversy as to the facts. Bayly, a war veteran, was committed to Napa State Hospital June 13, 1946, and has been there ever since. On October 9, 1947, approximately 16 months thereafter, respondent was appointed his guardian. His estate consists solely of funds received from the United States government as compensation and disability allowance pursuant to the provisions of the World War Veterans’ Act of 1924 [43 Stats. 607, 38 U.S.C.A. § 421 et seq.]. The guardian receives on behalf of the incompetent $60 per month. As of the date of the account, the guardian had received a total of $1,350, and had a balance on hand of $1,314.50. The director of the Department of Mental Hygiene determined the charge for board, care, maintenance and medical attention of the incompetent to be $40 per month, and such charge was regularly made from the date of his admission to the hospital until after the appointment of the guardian. The amount then due was $634.32, and it is this amount which appellant petitioned the probate court to order the guardian to allow and pay. The medical superintendent of the hospital has certified that the incompetent is chronically and permanently insane.

Question Involved

The sole question is—are moneys received by the guardian of an incompetent war veteran as disability compensation exempt under either the statutes of the United States or of California, from enforced payment for board, care, maintenance and medical attention furnished by a state hospital to the incompetent prior to the appointment of his guardian.

Moneys are Exempt

This question has been unequivocally answered in the affirmative in Estate of Ferarazza, 219 Cal. 668 [28 P.2d 670], where the facts were practically identical. (The only differ *176 enee is that in that ease the incompetent’s estate did not have sufficient moneys to pay the entire claim of the state hospital, had it been allowed, while in the case at bar the estate has funds in excess of the claim presented. However, the decision in the Ferarazza case was in nowise based upon the shortage of funds, nor was that fact even discussed.)

Appellant concedes that the Ferarazza case is controlling here, but contends that the decision is wrong and did not consider two points which appellant is attempting to raise here. As an intermediate court, we are bound by the Ferarazza decision. Moreover, appellant’s contentions neither compel nor suggest a contrary result.

1. Is the State a Creditor?

The first contention is that the state providing care, etc., to a war veteran should not have the status of a regular creditor as to its claim for that care. The purpose of the exemption statutes, argues appellant, is to protect the veteran from regular creditors so that he can provide board and room for himself. If the state provides them for him, the exemption should not be applied to its claim for reimbursement. The case mainly relied upon by appellant in support of this contention is In re Lewis’ Estate (1938), 287 Mich. 179 [283 N.W. 21]. There, the incompetent was committed to the state hospital and the care and maintenance provided subsequent to the appointment of a guardian of the incompetent. The court held that pension payments from the United States to a dependent, incompetent child of a veteran, were not exempt from a claim for care and maintenance by the state hospital. Such is the law in California as to care and maintenance supplied by the state after the appointment of the guardian. (Welf. & Inst. Code, § 6650 (formerly Pol. Code, §2176); Welf. & Inst. Code, § 6655 (formerly Pol. Code, § 2181); Estate of Ferarazza, supra, p. 669.) The Lewis case did not deal with care and maintenance supplied prior to the appointment of the guardian, and hence is not in point.

The only case, other than the Ferarazza case, which discusses claims of this kind made for care and maintenance supplied prior to the guardian’s appointment is In re Murphy’s Committee, 134 Misc. 683 [236 N.Y.S. 343], modified in 227 App.Div. 839 [237 N.Y.S. 448]. The first opinion held that the money from federal pensions in the hands of the committee could not be reached for any of the state’s claim, in the absence of an express agreement between the committee and the state. This holding was modified to allow the claims which *177 had accrued after the appointment of the committee. The real split of authority is on the question whether a claim for care and maintenance supplied after the appointment can reach veteran pension or disability compensation money in the hands of guardians. (109 A.L.R. 433.) While California, like all other states, denies the claim if it accrued prior to the appointment of a guardian, it is in the group of states which allows the claim if it accrued subsequent to the appointment.

Appellant contends that in the Ferarazza case the court did not consider whether the state was a “creditor” and hence that question should be considered here. While the court did not discuss that question, its determination was necessary to a decision in the case.

2. De Facto Guardian

Appellant contends that from the commitment of the incompetent to it until the appointment of the guardian, it was acting as a guardian de facto, and that as the incompetent’s estate is liable for care and maintenance supplied after the appointment of a guardian, it should likewise be held liable for such care and maintenance supplied by a de facto guardian. Appellant relies on Guardianship of Giambastiani, 1 Cal. App.2d 639 [37 P.2d 142]. There it was held that a brother’s advances and expenditures for his incompetent brother over a period of 11 years prior to his appointment as guardian, including payment of charges of a state hospital for care of the incompetent, were made as a guardian de facto and reimbursement was allowed out of moneys received from the veterans administration. It was held that the guardian de facto was not “a creditor” under the exemption statutes, the court saying (p. 646) : “A claim of a de facto guardian for expenditures on behalf of the ward, set up in his subsequent accounting, is not the claim of a creditor.

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Bluebook (online)
212 P.2d 587, 95 Cal. App. 2d 174, 1949 Cal. App. LEXIS 1097, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dapartment-of-mental-hygiene-v-bayly-calctapp-1949.