Hoverson v. Hoverson

12 N.W.2d 497, 216 Minn. 237, 1943 Minn. LEXIS 463
CourtSupreme Court of Minnesota
DecidedDecember 24, 1943
DocketNo. 33,530.
StatusPublished
Cited by13 cases

This text of 12 N.W.2d 497 (Hoverson v. Hoverson) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hoverson v. Hoverson, 12 N.W.2d 497, 216 Minn. 237, 1943 Minn. LEXIS 463 (Mich. 1943).

Opinion

Julius J. Olson, Justice.

This is a companion case to Hoverson v. Hoverson, 216 Minn. 228, 12 N. W. (2d) 501. The two cases were tried together below and are so submitted here, at least insofar as the printed record of some 300 pages goes. In addition, we have numerous exhibits and records involving some related subjects but not of controlling value in this case, which is one involving a guardian’s account. We shall try to avoid a repetition of the facts already appearing in the Jeannette Hoverson case.

The situation of the parties to this litigation now is this: While *239 Fred K. Hoverson still remains the general guardian for Benjamin, he becomes, for the purposes of the cause on appeal, the defendant therein. In August 1941, while the partition suit was pending, Mr. C. J. Laurisch, acting in Benjamin’s behalf, filed a petition in the probate court asking for the appointment of a special guardian for Benjamin, to the end that Fred’s doings as guardian might be investigated; that he be required to render an account of his trust; and, finally, because it was considered necessary to protect Benjamin’s interests in the partition suit, that such special guardian should act for him. Mr. Frank P. Heil was nominated such special guardian and was promptly appointed by the court. He entered an appearance in the partition suit and therein sought to establish the claims we have discussed and determined in that case. The probate court in the meantime issued an order to show cause why Fred should not file a final account of his guardianship. He did so. Mr. Heil as special guardian filed objections. An amended account was then filed, and after a full hearing thereon the amended account was allowed. Dissatisfied therewith, Heil then appealed to the district court, where the matter was heard anew. In that court he became the champion for Benjamin, the real plaintiff.

The district court made certain changes in the findings of the probate court and in its decision gave directions to that court in respect to what was further to be done. As amended therein, Fred’s account as general guardian was settled. Heil’s motion for amended findings or a new trial was denied, and he appeals.

In the court below the cause was entitled: “Frank P. Heil, Special Guardian for Benjamin A. Hoverson, Plaintiff-Appellant, vs. Fred K. Hoverson, General Guardian for Benjamin A. Hover-son, Defendant-Respondent.” Since the cause is in fact that of the ward against Fred, we think the general rule in cases brought on behalf of a ward should apply. Therefore, the title should be: “Benjamin A. Hoverson, Incompetent, by Frank P. Heil, Special Guardian,” etc. 3 Dunnell, Dig. & Supp. § 4125d. The clerk will make the suggested change.

Since the account goes back to 1920, it is natural that disputes in *240 connection with fact issues should arise.. However, the findings of the court and the record upon which these are founded show a careful consideration of every item involved, so our problem has been much simplified. There remains for us only the determination of whether the findings find reasonable support in the evidence.

The original jurisdiction of the probate court in matters of this kind is exclusive. And that court, having appointed the guardian, is clearly the proper one to pass on his accounting. 3 Dunnell, Dig. & Supp. § 4117a, and cases under notes 88 and 89. That court in such proceedings applies equitable and not strictly legal principles. This involves not merely items of debit and credit, but also due consideration of the propriety of charges for services rendered, and the like. Id. § 4117b.

As stated in the companion case filed herewith, Maurice Hover-son was committed to the hospital for the insane in 1916. His brother Theodore was appointed his guardian in January 1917 and continued to act in that capacity until his death in December 1923. The sister Jeannette succeeded him as guardian and later was appointed administratrix of his estate. On May 29, 1924, she filed her final account as administratrix, in which she included an accounting in the guardianship. The records do not disclose that the probate court has passed upon this account. From the records, however, it appears that Theodore, as guardian, filed an inventory and appraisement showing that he had received, as such, personal property of the appraised value of $4,257.72, of which $928.72 represented “cash in bank.” The rest of the personal property consisted of horses, hogs, livestock, some unsold crops, as well as farm machinery and equipment.

As long as Maurice was in charge and until his commitment, he paid rent for the use of the real estate. After being committed to the State Hospital for the Insane at St. Peter, Benjamin continued in charge of the premises, took possession of Maurice’s personal property, and proceeded with the farming operations much the same as Maurice. When Fred was appointed Benjamin’s guardian in 1920, he and Theodore got together for the purpose of straight *241 ening out the past commitments and liabilities between the two brothers whom they represented as guardians. Thé present controversy has for its root the propriety and accuracy of this adjustment.

A guardian is a fiduciary, and, as an officer of the court appointing him, he is subject to the orders and directions of that court. 3 Dunnell, Dig. & Supp. § 4098, and cases under note 73. Generally speaking, his standard of conduct may be summarized thus:

“In the discharge of his duties a guardian is bound to exercise reasonable care and diligence, in other words, such care and diligence as persons of ordinary care and diligence usually exercise in their own affairs of a like nature and under similar circumstances.” Id. § 4107a and cases under note 21.

A guardian has no title to or personal interest in his ward’s property. His authority to deal with it is limited to his capacity as a fiduciary. His possession is for the limited purpose of executing his trust, which clearly must be for the benefit of his ward. Id. § 4107f, and cases cited under notes»

With these general principles to guide us, we approach the question originally stated: Does the record sustain the trial court’s findings settling and allowing Fred’s account as general guardian?

There are many items involved, but the two controlling ones relates to the settlement made between the two guardians in 1920.

The personal property left on the farm by Maurice was duly inventoried and appraised. The appraisers were men of competence. That Benjamin appropriated and has ever since made use of all that property as his own is abundantly established by the record. In this adjustment, due allowance and credit were given Benjamin for his share of rentals as one of the owners of the land and for work he had done for his insane brother prior to the latter’s commitment. The net result was a charge against Benjamin for $3,-398.08. This amount was duly paid by Fred as guardian for Benjamin to Theodore as guardian for Maurice.

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Bluebook (online)
12 N.W.2d 497, 216 Minn. 237, 1943 Minn. LEXIS 463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoverson-v-hoverson-minn-1943.