Estate of Dalton

2 Coffey 97
CourtSuperior Court of California, County of San Francisco
DecidedJanuary 30, 1899
DocketNo. 18,262
StatusPublished

This text of 2 Coffey 97 (Estate of Dalton) 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 Dalton, 2 Coffey 97 (Cal. Super. Ct. 1899).

Opinion

COFFEY, J.

The question in the case at bar, pure and simple, is whether when a will has been admitted to probate any person interested may at any time within one year after such probate contest the same or the validity of the will.

[98]*98The will of the decedent was admitted to probate, February 16, 1897; a decree of final distribution of the estate was made, entered and filed January 13, 1898; a decree of discharge of the executrix was made, entered and filed January 14, 1898. The petition of certain of the heirs at law of decedent for a revocation of the probate of the will was filed February 11, 1898; and a citation regularly issued and served.

A demurrer to said petition was filed by Kate Dalton, “Executrix of and sole legatee and devisee under the will of John Patrick Dalton, deceased,” on various statutory grounds, but on the argument respondent chiefly relied upon the grounds:

1. That the court has no jurisdiction of the person of respondent ; 2. That the court has no jurisdiction of the subject of the action; 3. That the court has no jurisdiction to entertain said petition.

THEORIES OF DEMURRANT.

The theories on which counsel for respondent contend that the petition for the revocation of the probate of the will in this case could not be maintained are ingenious,- and, at first blush, almost convincing, and may be stated as follows:

1. Because the widow, who was appointed executrix, has been discharged, and the estate has been distributed to the widow as sole legatee, and she could not be sued as executrix.
2. Because by the decree of final distribution the superior court has lost jurisdiction of the estate of Dalton, deceased, to entertain a contest of the will, filed within one year’s time.
3. Because the decree of distribution is conclusive of the rights of property of the other heirs at law of Dalton, and as the decree had been made before the year had elapsed for the contest of the will, that deprived the contestants of the time and their statutory rights.
4. Because as the prayer of the petition prays for the relief of further administration and distribution of the property in a manner different from the decree as made, the petition is defective on jurisdictional grounds of contest.

To support the first ground of demurrer above stated, respondent contended that the estate having been finally ad[99]*99ministered and a decree of discharge of the executrix made and entered, that no executrix existed, and as a citation in a case like that at bar is required by section 1328, Code of Civil Procedure, to be issued to (amongst others) “the executors of the will,” that, therefore, this proceeding cannot be maintained.

THE GOVERNING SECTIONS OP THE CODE.

Proceedings to revoke the probate of a will are governed by sections 1327-1332, Code of Civil Procedure.

Section 1327 provides in its first clause that: “When a will has been admitted to probate any person interested may, at any time within one year after such probate, contest the same or the validity of the will. ’ ’

To maintain the contention of counsel for respondent, it is absolutely necessary, first of all, to interpolate in that clause after words, “such probate” the words (or their equivalent) “or prior to a decree of distribution, or of discharge of the executor.” Such interpolations in a statute under section 1858, Code of Civil Procedure, are expressly forbidden to the judge.

In the Estate of McLaughlin, 1 Cof. Pro. Dec., new edition, page 257, this court has already held that: The jurisdiction of the probate judge relating to the revocation of probate is wholly statutory. In exercising this power, he can in no way alter or disregard the provisions of the statute.” .¡

Sections 1327, 1328, Code of Civil Procedure, provide for the filing of the petition and the issuance of a citation.

And in San Francisco Protestant Orphan Asylum v. Superior Court, 116 Cal., at page 447, 48 Pac. 379, it is held that the filing of a petition and the issuing of a citation within the year gives the court jurisdiction over the proceeding: See, also, Estate of Cunningham, 54 Cal. 556, 557; Estate of Sbarboro, 63 Cal. 5, 8.

In considering the question here, we must always bear in mind the distinctions between the definitions of an executor and an administrator. For definitions, see Croswell’s Executors and Administrators, pages 3-5; Wharton’s Law [100]*100Dictionary, title “Executor”; Abb. Desc. Wills & Adm., secs. 101-104 et seq.

In the Estate of Chittenden, 1 Cof. Pro. Dec. 1, a statement is made of the

DISTINCTIONS BETWEEN EXECUTORS AND ADMINISTRATORS.

The provisions of the code that a contest may be initiated in one year, and that a citation must be issued to the executor upon the filing of the petition, show the fallacy of the contention that a discharge of an executor so ends his functions of executor that for the purpose of the contest he no longer exists as executor.

If that were so, then all the provisions of the statutes in relation to the revocation of the probate of a will could be set aside and nullified by the action of an executor.

In an estate of the value of $10,000 or under, the administration can be fully had, and the estate closed in less than six months, and in an estate of over $10,000 in value, it can be fully administered and distributed in less than one year.

Hence, it would be absolutely necessary for the purpose of sustaining the contention of counsel for respondent to interpolate certain words in section 1327, Code of Civil Procedure.

The case of Willis v. Parley, 24 Cal. 491, although that was the case of an administrator, at first reading would appear to be an authority sustaining the position of respondent; but an examination of that case will show that the question as to whether an administrator even after final settlement and discharge in the probate court becomes functus officio was not necessary to be decided.

An examination of this case discloses that while the judgment arrived at was undeniably correct, yet the reasoning leading to the result was imperfect. It turned upon the foreclosure of a mortgage given by an intestate to secure a debt, which on his death was, according to the finding of the court, properly allowed as a claim, but not paid by the administrator. The widow and heirs of the intestate were parties defendant in the suit for the foreclosure, and defended, among other things, on the ground that, after final settlement of the estate in the probate court, the plaintiff had [101]*101brought an action in the district court to foreclose the mortgage, against the administrators, in which there was judgment.

It is very obvious that the judgment in the former ease constituted no bar to that under consideration, for it was not between the same parties. But if, under our statute, the administrator of a deceased mortgagor was a necessary party defendant (after final settlement of his estate in the probate court), then the court could not have rendered the judgment it did, in favor of the plaintiff and against the widow and heirs, who were the only parties defendant; and, if he was not, then his status was perfectly indifferent.

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Bluebook (online)
2 Coffey 97, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-dalton-calsuppctsf-1899.