Fielder v. Harbison

20 S.W. 508, 93 Ky. 482, 1892 Ky. LEXIS 124
CourtCourt of Appeals of Kentucky
DecidedNovember 5, 1892
StatusPublished
Cited by7 cases

This text of 20 S.W. 508 (Fielder v. Harbison) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fielder v. Harbison, 20 S.W. 508, 93 Ky. 482, 1892 Ky. LEXIS 124 (Ky. Ct. App. 1892).

Opinion

JUDGE PRYOR

delivered the opinion of the court.

The appellee, J. J. Harbison, was appointed the statutory guardian of Myra and Bettie Fielder in the year 1864. Myra became of age in June of the year 1876, and in September, 1877, a final settlement of her accounts was made, and approved in March, 1878. On the 9th of May, 1880, Bettie became of age, and shortly after her arrival at age, viz., on the 14th of March, 1881, the guardian made a settlement of her accounts. The settlement of Myra’s accounts was with the court; that of Bettie was made out of court, and a receipt executed acquitting the [486]*486appellee of liability except as to the sum found due her on that settlement, viz., $12,825.26.

On October 19, 1882, a period exceeding six years after Myra arrived at age, and two years and five months after Bettie arrived at age, these actions were instituted for the purpose of surcharging these settlements made by the guardian. During the pendency of the action, Myra married her co-appellant, Olemishire. It appears from the testimony, as well as the pleadings, that the assets or estate of the wards in the hands of their guardian as found by the two settlements, was not paid over to them, but retained by the appellee, who controlled and managed it as the agent of the two sisters. There is no claim, however, that the appellee violated his trust as agent in any way, or has failed to account for the estate in his hands as such, the sole object of the petition being to have a re-statement of the accounts, the main error in the settlement, as appears from the amended pleading, being that the guardian had sanctioned the extravagance of the two wards by permitting them to make much larger expenditures out of their income than their wants or station in life required. The original petition contained no specific statement as to any improper credit that had been given, or the omission of any item of indebtedness by the guardian in either settlement; nor is there any averment of fact as to the excess of expenditure for the support of the wards that would enable the chancellor to know whether the expenditure was or not improper. The petitions were, for that reason, fatally defective. No demurrer, however, was filed, but the case referred to the commissioner to take proof, after an answer had been filed controverting the statements of the petition, and, to some extent, [487]*487assigning reasons for the expenditures made, without stating the amount; and, in our opinion, such an issue was formed as would have authorized the chancellor to have granted relief under the general averments of the petition if the facts authorized it.

The appellants, however, made each petition more specific by amendments that were permitted to be filed, and the error, if any, made by the court below, consisted in setting aside the order of reference after nearly all the proof had been taken under the issue made with the appellants, and requiring them to make their pleadings more specific. The appellee had invited the surcharge of all his accounts by his answer, and in fact attempted to plead affirmative matter justifying his expenditures, and, therefore, no question arises as to the statute of limitation; and, besides, this action was instituted within five years from the time the settlement of Myra was made final by the approval of the county court.

The principal cause of complaint in each case is, that the guardian allowed his wards to expend too much money, and that for several years their expenditures exceeded the income of the estate. It does, in fact, appear - that the appellants were extravagant in their expenditures, and but for such extravagance would have had two or three thousand dollars each in addition to the amount found due them by the appellee on final settlement. It is not pretended that the appellee appropriated their money to his own use, or that they had not received and expended all the money charged to them in the settlements; and the sole question is, should the guardian be now charged with what was expended 'by them exceeding-in amount the sum necessary to board and clothe them, [488]*488and to provide them with such comforts in the way of travel, dress, etc., as prudent fathers would furnish their daughters in the same station in life. The young ladies seem to have been under the control of an elder sister, who dictated to the guardian as to their wants, and the amount of money necessary to meet their yearly expenditures. He seems to have protested, now and then, as to what he regarded as extravagant, but was met with the fact that both of his wards were in delicate health, and would probably not live until they were old enough to settle with him. They were advised by their family physician it was necessary to travel for their health, and the proof, in fact, shows that Myra was in a dangerous condition, and this no doubt prompted an expenditure by the guardian, at the direction of their elder sister, of sums of money for some of the years that exceeded the income; and that seems to us, from the testimony, to have been extravagant, looking to their fortune, their station in life, as well as to the necessity for incurring the expenditures for the preservation of their health. An expenditure of a greater sum by the guardian than their wants required, although under the advice of their physician, or by the direction of those having the immediate charge and control of the children, will afford no defense in an action for a settlement of the guardian’s accounts. A guardian may exceed the income of the ward’s estate when the ward is of such infirm health, or of such tender years, as requires the expenditure. This is a provision of the statute; but when authorized to make such an expenditure it is only so much of the income as is required on account of the condition of his ward.

In Chapline v. Moore, 7 Mon., 150, and in Withers v. [489]*489Hickman, 6 B. M., 292, it was adjudged that a court of equity will not permit an encroachment upon the capital of the ward’s estate for the purpose even of maintaining-a child in health and infancy. This rule has been, to some extent, modified by the statute referred to, and in Withers v. Hickman, already cited, it was held that if the expenditures by the guardian would have been allowed by the chancellor if called on, then the guardian should be credited by it; and while this rule is equitable, it is best always to consult the chancellor before making extraordinary expenditures.

In this case, for three or four years prior to Bettie’s arriving at age, she spent in the aggregate a sum exceeding her income of $2,500. It is true that she then required a larger sum annually than when of tender years, and so^ in the case of her sister, but neither should have been permitted to make extravagant expenditures merely because their income justified it. It may be doubtful, however, from this record whether, when looking to the expenditures during the whole period of the fiducial relation between the appellants and the appellee, the appellee permitted his wards to expend more than was proper. We are inclined to think he did; but it is reasonable to assume that, in the exercise of a prudent judgment on the part of the elder sister and her female relations, with whom these wards lived or under whose control they were, this supposed economy on the part of the guardian when these children were quite young, justified a much larger expenditure when, advancing in years, they were required to assume the social position, their fortune and family entitled them to.

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Bluebook (online)
20 S.W. 508, 93 Ky. 482, 1892 Ky. LEXIS 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fielder-v-harbison-kyctapp-1892.