Estate of McDougal

1 Coffey 456
CourtSuperior Court of California, County of San Francisco
DecidedFebruary 27, 1884
DocketNo. 2,278
StatusPublished

This text of 1 Coffey 456 (Estate of McDougal) 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 McDougal, 1 Coffey 456 (Cal. Super. Ct. 1884).

Opinion

COFFEY, J.

In the trial of the issues raised by the petition of the attorney for the minor heirs, the reading of briefs of counsel (seventy-three pages in all), the re-examination of the evidence, and the consideration of the authorities, an amount of labor has been imposed upon the judge of this court, in addition to his ordinary tasks, that, [458]*458it is to be feared, counsel little appreciate in the intensity of their zeal for their respective interests. The petitioner requests of the court a written opinion and “full findings,” to which first request the court endeavors here to make response. Counsel also made an oral request that a “finding” be made as to his personal and professional conduct of the cause committed to his custody by the court. Without conceding the necessity of such a “finding” or opinion, the court cheerfully awards him credit for earnestness, energy and exemplary fidelity in prosecuting this petition, which he undoubtedly prepared in good faith and upon premises that apparently justified him in his attempt to add to the assets of the estate, or to prevent their appropriation or spoliation by the executrix in her own interest or to the prejudice of the minor heirs.

The petitioner, in behalf of the minor heirs, the children of Charles J. McDougal, deceased, demands the removal of the executrix on the grounds, generally, of (1) fraud, (2) incompetency, and (3) waste and mismanagement of the, estate.

In support of the charge of fraud, the petitioner alleges that the executrix procured, with intent to reduce the valuation of the assets of the estate, the appointment of incompetent appraisers, who, acting under the direction and influence of executrix undervalued the assets of the estate. Two of these appraisers were nominated by the executrix, or by her counsel, and the third, appointed of the court’s own desire, was not called upon to act by the executrix. It turned out on the trial of this matter that the two nominees of the executrix acted in good faith; and the reason the third did not act that he was not found in the city, and was supposed to be temporarily absent therefrom. This charge was not pressed by petitioner; but it suggests to the court the comment that it might be better if in all cases the court actually chose all the appraisers.

The petitioner further charges, among the fraudulent acts of the executrix, that she omitted from the inventory mention of large sums of money belonging to the estate, particularly specifying a portion of the “Japanese Indemnity Fund,” amounting to $6}300. The whole amount was $21,-[459]*459000, and it is claimed, on behalf of the executrix, that the portion omitted was appropriated in pursuance of a contract for the payment of agents who were employed to obtain the amount from the government.

It is also charged that the executrix obtained, through imposition upon the judge at the time temporarily acting in this department, and without notice to the attorney for the minor heirs, an excessive “family allowance.”

The petitioner’s gravest charge is: “That since the death of David McDougal, but before any letters testamentary were issued to her, to wit, on the twelfth day of September, A. D. 1882, said executrix, with intent to cheat and defraud said minor children, executed and delivered a conveyance to one of her daughters, to wit, Mrs. Di W. Van Voorhies, of a large and valuable tract of land, belonging to the community property of the said David McDougal, deceased, and that no mention of this transaction is made in said inventory, and that said property does not appear in said inventory among the assets of said estate.”

1. The first specification, alleging fraudulent conduct in the appointment and acts of appraisement, is not proved.

2. In reference to the “Japanese Indemnity Fund,” the court is of opinion that, while no fraudulent conduct is established, .the executrix should make a showing of the disposition of the difference between what the estate is prima facie entitled to, and what it is claimed was the whole amount received. This should have been done without compelling the petitioner to have recourse to this mode of procedure to ascertain the facts. In this respect the executrix is guilty of error of judgment, but under the evidence I cannot find fraud in her conduct. As to the character or classification of this property, I do not deem it necessary in this proceeding to venture an opinion. This is an inquiry as to the fraud alleged to have been practiced by the executrix, and I find no fraud.

3. As to the allowance made by order of July 8, 1883, which the petitioner alleges was obtained by false and fraudulent representations and imposition practiced upon the judge temporarily presiding here, and contrary to the custom, rules and practice of this department, it seems to [460]*460have been procured in conformity with the section of the statute, which does not necessitate notice such as is suggested by the petitioner: Code Civ. Proc., sec. 1464. Yet, in the opinion of this judge, it would be a salutary rule to adopt in such cases as the one under consideration, and the present judge of his own motion requires the attorney for absent or minor heirs, or other attorney for persons in adverse interest, to be notified in all practicable cases. But the law does not literally require it; and, however censurable the conduct of counsel may be, fraud is not lightly to be imputed to a client for his counsel’s conduct. Under the circumstances of this case, the court can only suggest that the allowance would seem to be in excess of the needs of the Avidow, considered with reference to the other interests. The order was legally applied for and obtained in the customary mode.

4. As to the charge that the petition for the setting apart of a homestead was for the purpose of fraudulently monopolizing assets of the estate, as the issue involved herein is under consideration in another application, it would be more appropriate to withhold an opinion in this proceeding, except to formally indicate that there is no fraud proved as to that particular matter.

5. The charge of fraudulently conveying a certain tract of land in Oakland to her daughter, Mrs. Van Voorhies, is the last item of the specifications, according to the order in Avhieh the court has chosen to consider them. The answer to this accusation was, that the property involved in this issue was purchased by the money of Mrs. Van Voorhies, and placed in her mother’s name on account of certain apprehensions of the purchaser proceeding from her unhappy domestic circumstances. It was testified by Mrs. Van Voorhies that the money wherewith she made this purchase was the result of her savings of sums donated to her from time to time by her deceased father, David McDougal. Assaults and counter-assaults upon the credibility of the witnesses have been made by counsel Avith reference to the evidence adduced concerning this matter, but it is just possible to decide this issue either way without imputing perjury to any witness. If there be sufficient support for the story of Mrs. [461]*461Van Voorhies that the property hack of Tubbs ’ Hotel, in Oakland, was purchased with the $200 derived by her as she has stated, the executrix will be relieved of the charge of fraud; but it may be questioned whether the court is justified in placing upon her the onus of showing that she is guiltless. Without reference to this question of burden, I shall attempt an examination of the probability of her story of the purchase.

Mrs.

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1 Coffey 456, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-mcdougal-calsuppctsf-1884.