Estate of Burns

2 Coffey 39
CourtSuperior Court of California, County of San Francisco
DecidedJune 30, 1880
DocketNo. 6426
StatusPublished

This text of 2 Coffey 39 (Estate of Burns) is published on Counsel Stack Legal Research, covering Superior Court of California, County of San Francisco primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Burns, 2 Coffey 39 (Cal. Super. Ct. 1880).

Opinion

COPPEY, J.

The reference herein was pursuant to section 1507, Code of Civil Procedure, and the rule for conducting such reference is found in the next section, 1508, Code of Civil Procedure, and in sections 638 to 645, of the same code. Hence it follows that subdivision 3 of section 1880 applies, incapacitating the claimant from testifying in his own behalf. This is “a [40]*40proceeding prosecuted against an executor or administrator upon a claim or demand against the estate of a deceased person,” and the claimant prosecuting may not testify “as to any matter of fact occurring before the death of such deceased person.”

I have read the brief of counsel for claimant with care, but it fails to enforce conviction that his view is correct. With equal care I have considered the opposing argument, and believe it states the law correctly. The testimony of claimant having been objected to in proper time and form, must be disregarded.

IS AN AFFIDAVIT TO A CLAIM EVIDENCE ?

Counsel for claimant devotes much space to an attempt to show that the affidavit required by section 1494, Code of Civil Procedure, to be made in support of a claim against an estate, is evidence tending to prove the validity of such claim.

Even if he be correct in this position, what has it to do with the only question to be' determined here, namely: Did the referee err in sustaining the objection to the testimony of the claimant Manheim? And if the claim, with such affidavit annexed, is or may be evidence, it does not appear that claimant offered it in evidence before the referee, or that the referee struck it out, or disregarded it, or refused to receive it.

Counsel endeavors to draw a distinction between the verification of a complaint and the verification of a claim against an estate of a deceased person, to the advantage of the latter. But as a complaint may be good without verification, and a claim against an estate never can be, the advantage is surely with the claim, and the law has given it greater dignity and placed it upon higher ground. A complaint is a statement of a plaintiff’s claim; but is the complaint, whether verified or not, evidence upon the trial of that claim ?

It may be that

THE AFFIDAVIT IS TO SOME EXTENT EVIDENCE.

So is the written claim itself. But they are only evidence to be addressed to the executor or administrator. It cannot [41]*41be successfully contended that either of them would be competent evidence of the validity of such claim on a trial in which such claim was disputed.

The administrator represents the creditors, and the provision requiring that claims be sworn to is simply to afford greater protection to the heirs and to furnish better means of preventing fictitious and unconscionable demands being made against the estate by claimants and paid by their representative, the administrator.

If it be true, as asserted by claimant’s counsel, that prior to the act of March 30, 1872, such claims did not have to be sworn to, it is difficult to see that that act had any other purpose than the protection of estates just mentioned. Surely the legislature did not intend that the addition of an affidavit to what was before incompetent evidence should make it competent evidence upon the trial of disputed claims. A change in the long-settled and well-established rules of evidence is not to be made by inference.

THE TESTIMONY OP WITNESSES

Is taken in three modes: 1. By affidavit; 2. By deposition; 3. By oral examination: Code Civ. Proc., sec. 2002.

In all cases other than those mentioned in section 2009, where a written declaration under oath is used, it must be by deposition: Code Civ. Proc., sec. 2019.

Section 2009, Code of Civil Procedure, provides that “an affidavit may be used to verify a pleading or a paper in a special proceeding, to prove the service of a summons, .... and in any other case expressly permitted by some other provision of this code.”

If counsel for claimant contends that there is any express provision of the code making the affidavit to a claim against the decedent evidence or testimony of the legality of such claim, he has failed to point it out.

COMPETENCY OP CLAIMANT AS A WITNESS.

Was the claimant, David Manheim, a competent witness upon the trial before the referee of the validity of his claim ?

[42]*42The answer to this question depends upon the construction to be given sections 1880, 1507 and 1508 of the Code of Civil Procedure.

A statute is to be given such a construction, if possible, as will give it effect.

The effect and consequences and the reason and intent are to govern in the construction of statutes.

Is this an “action” or “proceeding,” and is it against an administrator, within the meaning of section 1880, Code of Civil Procedure?

REFERENCES UNDER THE CODE.

This case is a reference made under section 1507, Code of Civil Procedure. It is a legal proceeding, having for its sole authority that section of the Code of Civil Procedure. The consent of the claimant and the administrator extends only to the method of the trial of the issue between the parties, the same as in other cases of reference and as in cases of arbitration. Section 638 and 1281, Code of Civil Procedure et seq., also section 1508, Code of Civil Procedure: “The same proceedings shall be had in all respects .... as in other cases of reference.”

As it is a reference under the code, it must be subject to the provisions of the code.

It must be a “judicial remedy,” for judicial remedies are such as are administered by the courts of justice or by judicial officers, empowered for that purpose by the constitution and statutes of this state: Code Civ. Proc., sec. 20.

DIVISION OF JUDICIAL REMEDIES.

These remedies are divided into two classes: 1. “Actions; and 2. Special proceedings”: Code Civ. Proc., sec. 21.

AN ACTION.

“An action is an ordinary proceeding in a court of justice, by which one party prosecutes another, for the enforcement or protection of a right, the redress or prevention of a wrong, or the punishment of a public offense”: Code Civ. Proc., sec. 22.

[43]*43A SPECIAL PROCEEDING.

“Every other remedy is a special proceeding”: Code Civ. Proc., sec. 23.

Now, this reference is a proceeding or remedy provided for in the same statute in which we find these provisions; so it must be either an action or a special proceeding.

It is part of the duty of an administrator, in winding up an estate, to allow or pay no claim against it which is not a legal, bona fide and existing indebtedness; otherwise he would not be responsible to the heir (as he is) for claims unlawfully allowed and paid by him. To protect himself in this respect the administrator must, before he allows a claim, be satisfied of its “correctness.” When he is not satisfied of its correctness it is his duty to reject it. But to facilitate the winding up of estates, to save the loss of time and expenditure of money incident to ordinary litigation, the statute (Code Civ.

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Bluebook (online)
2 Coffey 39, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-burns-calsuppctsf-1880.