Estate of Davis

69 P. 412, 136 Cal. 590, 1902 Cal. LEXIS 765
CourtCalifornia Supreme Court
DecidedJune 20, 1902
DocketS.F. No. 2656.
StatusPublished
Cited by50 cases

This text of 69 P. 412 (Estate of Davis) 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
Estate of Davis, 69 P. 412, 136 Cal. 590, 1902 Cal. LEXIS 765 (Cal. 1902).

Opinion

GAROUTTE, J.

Laura E. Tracy, claiming to be an heir of deceased, Jacob Z. Davis, inaugurated. the present litigation, and is now appealing from an adverse judgment. Her alleged interests have been divided during the pendency of the litigation, and different attorneys represent these different interests. The attorney representing one interest contends that this proceeding is brought in the probate court to set aside the probate of a will, by reason of the wrongs and frauds in the petition alleged; and further claiming that the statute which bars his client from attempting to open up the decree and try the issues therein anew is in conflict with certain provisions of the constitution of the United States. Counsel representing other interests contend that this proceeding is not one brought in a court of probate, but that it is a proceeding in a court of equity, seeking to establish a trust, and charge the legatees under the will of Jacob Z. Davis as trustees of the estate for the benefit of petitioner. While the interests involved are in a sense largely common, still these claimants have planted themselves upon widely different propositions of law—propositions that must be considered upon different lines of investigation, and for that reason they will be taken up separately, as presented.

The court will view this appeal, first, as one involving a contest upon the probate of a will, or, more properly speaking, as the will has been probated, .a proceeding to set aside the decree admitting the will to probate. The ground upon which the relief is sought is stated, generally, to be, that the will is a forgery, conceived and executed by the "legatees thereunder and certain other conspirators; that it was probated upon perjured testimony; and that the jury which was impaneled to pass upon certain charges of forgery and conspiracy made by contestants other than Laura E. Tracy, at the time the will was offered for probate, was corrupted and thereby caused to render a verdict against contestants and in favor of the validity of the document. As suggested, *594 this appellant, Laura E. Tracy, was not one of the contestants at that time, and this proceeding marks her first appearance in litigation arising in the administration of this estate. The appeal is before the court upon the sufficiency of the pleading, a demurrer having been sustained to the petition.

Let us look at the facts: The petitioner and appellant, Laura E. Tracy, alleges that Davis died October 28, 1896. She alleges that she was living in a foreign country and had no notice of his death or the proceedings surrounding the probate of his will; that she did not know that he lived in San Francisco until after the 15th of September, 1899; that about said date she discovered that deceased was in truth and in fact a brother of her father; and that thereafter, and upon Hay 1, 1900, she became cognizant of the fraud practiced upon her in the forgery of the will and the securing of its probate. The will was admitted to probate August 17, 1898, and this petition to revoke was filed September 7, 1900.

Sections 1327 and 1333 respectively of the Code of Civil Procedure read: “1327. 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. For that purpose he must file in the court in which the will was proved, a petition in writing, containing his allegations against the validity of the will or against the sufficiency of the proof, and praying that the probate may be revoked.” “1333. If no person, within one year after the probate of a will, contest the same or the validity thereof, the probate of the will is conclusive.” What the law may be, if a court of equity were invoked to deal with fraud practiced in the securement of a decree probating a will, is a matter with which this court is not now concerned. For here the question arises as a matter in probate, pure and simple, and by the probate procedure laid down in the code the question must be solved.' This petition having been filed more than one. year after the decree of probate was made, it would seem that the law found in the sections of the code quoted barred the petitioner from securing the relief here sought. (Estate of Sbariaro; 63 Cal. 5; In re Maxwell, 74 Cal. 384.) As the court understands the matter, one of the positions claimed is, that by reason of appellant’s absence in a foreign jurisdiction at the time of the probate of the will, coupled with *595 the fact that fraud was practiced in the procurement of its probate, her ignorance of the facts constituting the fraud excused her from inaugurating the present proceeding within the time demanded by the statute quoted. It thus appears that appellant attempts to invoke principles of law applicable to eases in equity, where the period of limitation begins to run from the discovery of the fraud. But the statute quoted is as plain as language can make it, and it makes no exception of the kind here sought to be made. It excuses infants and persons of unsound mind, and that is all. This whole proceeding is essentially one of statute. No exceptions by reason of fraud are made, and the court cannot by judicial action insert an exception of that kind into the statute.

Sections 1303 and 1304 of the Code of Civil Procedure provide for a notice of the hearing on an application for the probate of a will. Section 1303 provides for notice by printing or posting, and the succeeding section provides: “Copies of the notice of the time appointed for the probate of the will must be addressed to the heirs of the testator resident in the state, at their places of residence, if known to the petitioner, and deposited in the post-office, with the postage thereon prepaid, at least ten days before the hearing. If their places of residence be not known, the copies of notice may be addressed to them, and deposited in the post-office at the county seat of the county where the proceedings are pending.” It is now claimed that these provisions as to notice are violative of the fourteenth amendment of the constitution of the United States in this, that as to non-residents of the state ten days’ notice of the hearing is too short a period of time, and therefore unreasonable, and the period of notice being unreasonably short, the heir is deprived of his property without due process of law. It is also claimed that the statute is violative of the Federal constitution in this, that it is discriminative, in requiring personal notice to known heirs, residents of the state, while as to non-resident heirs no personal notice is demanded. A proceeding relating to the probate of a will is essentially one in ram, and a statute providing for a constructive notice by publication or posting gives notice to the world. (Crall v. Poso Irrigation Dist., 87 Cal. 147.) Viewing this matter in the light of constitutional law, it is not necessary that there should be a personal notice *596 served upon any one.

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Cite This Page — Counsel Stack

Bluebook (online)
69 P. 412, 136 Cal. 590, 1902 Cal. LEXIS 765, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-davis-cal-1902.