In Re Estate of Heeney

86 P. 842, 3 Cal. App. 548, 1906 Cal. App. LEXIS 293
CourtCalifornia Court of Appeal
DecidedMay 15, 1906
DocketCiv. No. 141.
StatusPublished
Cited by7 cases

This text of 86 P. 842 (In Re Estate of Heeney) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Heeney, 86 P. 842, 3 Cal. App. 548, 1906 Cal. App. LEXIS 293 (Cal. Ct. App. 1906).

Opinion

McLAUGHLIN, J.

Richard Heeney died intestate in 1892, leaving five children who were his only heirs. Of these children, Mary E., died in December, 1896, William in April, 1900, Lulia A., in May, 1901, and Walter in April, 1903. The only survivor, Richard J., is respondent herein, and the husband and child of Lulia A., as her sole heirs, are appellants. William left a widow, but neither Mary nor Walter were ever married. By reason of a tacit understanding or agreement among the heirs, no administration was had upon the father’s estate until March 8, 1901, when letters were issued to the respondent. The only property consisted of the family residence or home, and up to May, 1903, it was used as the residence and home of the family under a mutual agreement between them. From May, 1903, until February,' 1904, the home was occupied by the appellant and his child. When Richard Heeney died, his property was mortgaged for the sum of five hundred dollars, and in 1895, the two adult sons, William and Richard J., paid the mortgage debt and caused the mortgage to be assigned to their sister Mary under an agreement, and pursuant to the advice of their attorney that it should be assigned to the oldest member of the family. Before her death, Mary assigned this mortgage to Lulia, in whose name it now stands of record. Up to the time of William’s death he and respondent also paid all taxes levied upon the property, and after the death of William, the respondent paid all taxes except those levied for 1904, which were paid jointly by respondent and appellant pursuant to an agreement had between them.

*550 Certain actions to foreclose liens for street work had been pending for some time, and in 1900, respondent employed and paid an attorney to defend these suits and prosecute an action to quiet title brought by the surviving heirs against the Pacific Paving Company, a corporation claiming a lien on the property. The litigation was carried to a successful issue, but certain costs paid by respondent were not recovered by him.

In his final account as administrator of his father’s estate, respondent claimed credit for one-half of all sums paid by himself and William, and the full amount paid by him individually as above mentioned, and also inserted items of credit for interest on the sums so paid. In the report accompanying his account he alleged that all of these payments were made for the benefit of the estate and with the consent of the other heirs. The appellant in his individual and representative capacities filed exceptions to these items in the account and asked that certain expenditures made by him for the benefit of the estate be also allowed.

The court refused to allow the administrator credit for sums paid for taxes on the mortgage, or for constructing a sidewalk on the premises, and also disallowed all charges for interest on these and other amounts expended by respondent. He was, however, credited with the amount paid by him in satisfaction of the mortgage, and for taxes on the property, and also for sums paid out by him for attorneys’ fees and costs in the litigation with the Paving Company. The contestant appeals from the order settling the account, upon a bill of exceptions containing all of the evidence presented at the hearing. This evidence consists wholly of the testimony of respondent and tax and other receipts, which, with the written assignment of mortgage to Mary E. Heeney were presented by him as vouchers. No claim for any of the amounts was ever presented by the administrator, and the appellant contends that the court erred in allowing the various items above mentioned.

It is claimed by respondent that his appointment and qualification caused his letters or authority to relate back to the time of his father’s death, thus validating all of his acts before such appointment, which were, in their nature, beneficial to the estate, and which would come within the scope of *551 an administrator’s rightful authority. That this rule obtains in many jurisdictions cannot be doubted. (Schouler on Executors, sec. 195; Woerner’s American Law of Administration, sec. 173; 7 Am. & Eng. Ency. of Law, 1st ed., p. 193.) But in view of our specific and comprehensive code provisions regulating the settlement of estates, there can be very little room for the application of such a rule in this state. Granting, however, that it can have force here under proper conditions and circumstances, we are of the opinion that the court erred in allowing the item of $250 paid on the debt secured by mortgage on the property. To begin with, the testimony of respondent himself shows that such payment was not made with any thought of a subsequent administration of the estate. On the contrary, according to his version, the very object for which this and other payments were made was to dispense with the necessity of probate proceedings which all of the heirs were seeking to avoid. It would, indeed, be passing strange if acts done with deliberate intent to avoid compliance with the forms of law could receive the sanction of the law whose mandate the actor sought through such acts to evade. Great stress is laid upon the alleged fact that this desire and agreement was mutual and that all heirs consented to the payments made and further agreed that the money should be refunded. Waiving the self-evident fact that the minor heir could neither lend assent to the payment nor to an agreement of any kind, the most formal agreement could not dispense with the usual and ordinary procedure fixed by law for settling the estate of a deceased person. (Estate of Strong, 119 Cal. 667, [51 Pac. 1078].) We have found no case and believe none can be found where the rule invoked was applied under the circumstances disclosed by this record. There are other cogent reasons why the item under consideration should not have been allowed as a credit in the administrator’s account. Under the system obtaining in this state there can be no doubt that all claims must be presented and allowed before the administrator can have “rightful authority” to pay them. (Code Civ. Proc., sec. 1493 et seq.) It is possible that after an action to foreclose a mortgage has been commenced, as provided in section 1500 of the aforesaid code, the administrator might be authorized to compromise or fully pay the demand without such presentation or *552 allowance. But even if this he true, this single exception to the general rule that no action against an estate will lie unless a claim has been presented cannot be construed as conferring upon an administrator sweeping general authority to pay all debts secured by mortgage without either presentation or suit. Therefore, under the rule invoked, and certainly under the provisions of our code, no payment made by a person without authority can be validated when the same payment, if made by a duly qualified administrator, would not be sanctioned or allowed in his account. Taking the view most favorable to respondent, he and his brother William became the equitable assignees of the mortgage lien and claim, when they paid the debt and procured an assignment of the note and mortgage to their sister. If a stranger had paid the money and procured the assignment of the mortgage and debt to another, there could be no question that he would at least be required to present his claim or proceed under section 1500 supra. In fact, a suit- to which the legal

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Bluebook (online)
86 P. 842, 3 Cal. App. 548, 1906 Cal. App. LEXIS 293, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-heeney-calctapp-1906.