In re Bauquier

26 P. 178, 88 Cal. 302, 1891 Cal. LEXIS 691
CourtCalifornia Supreme Court
DecidedMarch 18, 1891
DocketNo. 14080
StatusPublished
Cited by76 cases

This text of 26 P. 178 (In re Bauquier) 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
In re Bauquier, 26 P. 178, 88 Cal. 302, 1891 Cal. LEXIS 691 (Cal. 1891).

Opinion

De Haven, J.

Mary C. Rode was named in the will of Joseph Bauquier, deceased, as executrix without bonds, and filed in the superior court of Sacramento County her petition for the probate of said will, and for the issuance to her of letters testamentary. Objections to her appointment as executrix were filed by her brothers, who were also legatees named in the will, upon the alleged ground that she in the lifetime of said Joseph Bauquier, “for the purpose of pecuniary gain, and to obtain an unjust and larger portion of the estate of said Joseph Bauquier, deceased, than she was legally or morally entitled to, and to defraud said Peter, Frank, and Joseph Bauquier of their just proportion of said estate, did, by means of intimidation, falsehood, fraud, deceit, misrepresentation, and undue influence, compel, influence, and induce her said father, the said Joseph Bauquier, deceased, to assign, set over and deliver ” to her $12,543.88 in money and certain described real and personal property, and that the said petitioner claims adversely to the estate to be the owner of said property so fraudulently obtained. This is followed by the general allegation “ that said Mary Rode is incompetent to act as executrix of the said last will and testament for want of integrity, as shown by the facts herein set forth, and that she is generally incompetent, by reason of the facts herein set forth, to act as such executrix.”

An answer was filed to these objections, and after a trial upon the issue arising, the court made the following [307]*307and only finding: “Mary 0. Bode is incompetent to execute the duties of the trust of executrix of the said last will and testament of said Joseph Bauquier, deceased, for want of integrity; and that the said Mary 0. Bode is antagonistic and hostile, and asserts claims adverse to the said estate, and that she wants integrity in that regard."

The court thereupon denied her application to be appointed executrix. The petitioner moved for anew trial, which was denied, and from this latter order this appeal is taken.

1. Under section 1350 of the Code of Civil Procedure, no person is competent to serve as an executrix who is wanting in integrity. The word “integrity," as here used, means soundness of moral principle and character, as shown by a person’s dealing with others, in the making and performance of contracts, in fidelity and honesty in the discharge of trusts. In short, it is used as a synonym for probity, honesty, and uprightness in business relations with others. The evidence in the record before us is not such as would justify a finding that the petitioner is lacking in integrity as thus defined, and we are not certain, from the peculiar language of the finding quoted, that the learned judge of the court below intended to say anything more than that the adverse interests of the petitioner would prevent her from fairly, justly, and properly protecting the estate, and that this is a want of integrity within the meaning of the statute, We do not think, however, that the mere fact that the appellant claims property as her own, which the other legatees insist belongs to the estate, would of itself, and without some reference to the honesty of her claim, show a want of integrity.

2. The remaining inquiry is, whether the court was justified in denying the appellant’s application upon the ground that she is antagonistic and hostile, and asserts claims adverse to the said estate of Joseph Bauquier, deceased, and to the heirs at law, and persons interested [308]*308in said estate”; or, adopting the language of counsel for respondents, “ can one who claims a hostile and adverse interest in property alleged to belong to the estate be appointed administrator of such estate ? ”

The answer to this will be found in the provisions of the Code of Civil Procedure relating to the appointment of executors, and declaring who shall be incompetent to act in that capacity. These sections are as follows: —

Sec. 1349. The court admitting a will to probate, after the same is proved and allowed, must issue letters thereon to the persons named therein as executors who are competent to discharge the trust, who must appear and qualify, unless objection is made, as provided in section 1351.
“ Sec. 1350. No person is competent to serve as executor who, at the time the will is admitted to probate, is, — 1. Under the age of majority; 2. Convicted of infamous crime; 3. Adjudged by the court incompetent to execute the duties of the trust by reason of drunkenness, improvidence, or want of understanding or integrity.”
“ Sec. 1351. Any person interested in a will may file objections, in writing, to granting letters testamentary to the persons named as executors, or any of them; and the objections must be heard and determined by the court.” The meaning of these sections is, that at the time of admitting the will to probate, the court must appoint as executor the person who is therein named as such, if he has petitioned therefor and is not incompetent, unless written objections to such appointment have been filed, in which case the objections must be heard and determined, and the objections made must be such as to show that the applicant is incompetent upon some one of the grounds specified in section 1350 of the Code of Civil Procedure.

Under our law, a man has the right to make such disposition of his property as he chooses, subject only to such limitations as are expressly declared by law, and [309]*309within the same limitation he has the absolute right to select the executor to carry out the provisions of his will. In other words, the executor named in a will has the right to act unless there is some express provision of law which declares that he shall not; and as a consequence, the testator may lawfully select any person for this trust who does not fall within one of the classes expressly mentioned and declared to be incompetent. And so far as our investigation has extended, this construction has been uniformly given to statutes relating to this subject. Thus Denio, C. J., in his opinion rendered in McGregor v. McGregor, 1 Keyes, 139, says: “ The selection of executors is not committed to the surrogate’s court. The testator is allowed to appoint such persons as he may see fit, provided they do not fall within the classes of incompetent persons mentioned in the statute.” The language of Johnson, J., in the same case is equally explicit. He says: “ The statute [2 R. S., sec. 1] makes it the duty of the surrogate, when any will of personal estate shall have been admitted to probate, to issue letters testamentary thereon to the persons named therein as executors, if they are by law competent to serve as such. It then provides who shall be deemed incompetent to serve as an executor. I am of the opinion that any person appointed or named as an executor in a will is to be deemed competent, unless he is declared incompetent by statute, and that it is the duty of the surrogate to grant letters to every person named as executor in a will, upon his application, who is not declared incompetent to serve by statute. He has no discretion to exercise in the matter, but must obey the requirements of the statute, which is the sole source of his power.”

The court of appeals of Kentucky take the same view of this question. “ It is sufficient for us to say that the law has declared who may and who may not be executors; and if Berry be a man whom the law allows to be appointed as such, it follows that upon his motion to give

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Cite This Page — Counsel Stack

Bluebook (online)
26 P. 178, 88 Cal. 302, 1891 Cal. LEXIS 691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bauquier-cal-1891.