In re Estate of Lynch

5 Coffey 279
CourtSuperior Court of California, County of San Francisco
DecidedAugust 1, 1894
DocketNo. 12,890
StatusPublished

This text of 5 Coffey 279 (In re Estate of Lynch) 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
In re Estate of Lynch, 5 Coffey 279 (Cal. Super. Ct. 1894).

Opinion

COFFEY, J.

The facts set forth in the petitions of Eugene J. Lynch and C. S. Benedict, the guardian of said incompetent, are taken as proved. It is established that Eugene J. Lynch is unable to support himself and is a poor person without any property of his own; that he is the only child of the incompetent, and is twenty-four years of age. That he has always been supported by his mother, and it is her present desire that he continue to be supported out of the funds of her estate, which is ample to provide for her support and for his also, the surplus of annual income after providing for the incompetent being from $6,000 to $8,000.

The sole question presented is: Has the court authority to make such an allowance under the laws of this state?

The general rule under which the obligation to support arises is stated in section 206 of the Civil Code. “It is the duty of the father, the mother, and the children of any poor person who is unable to maintain himself by work to maintain such person to the extent of their ability. The promise of an adult child to pay for necessaries previously furnished to such parent is binding.”

The powers and duties of guardians, so far as they are concerned in this question, are defined by sections 1768 and 1770 of the Code of Civil Procedure as follows:

Section 1768: “Every guardian appointed under the provisions of this chapter, whether for a minor or for any other person, must pay all just debts due from the ward, out of his personal estate, and the income of his real estate, if suffi[280]*280cient; if not, then out of his real estate, upon obtaining an order for the sale thereof, and disposing of the same in the manner provided in this title for the sale of real estate of decedents.' ’

Section 1770: “Every guardian must manage the estate of his ward frugally and without waste, and apply the income and profits thereof, as far as may be necessary, for the comfortable and suitable maintenance and support of the ward and his family, if there be any; and if such income and profits be insufficient for that purpose, the guardian may sell the real estate, upon obtaining an order of the court therefor, as provided, and must apply the proceeds of such sale, as far as may be necessary, for the maintenance and support of the ward and his family, if there be any.”

In the absence of statute and under the original practice when the estates of lunatics were under the jurisdiction of courts of equity, no question could arise as to the propriety of the allowance in the present case. The chancellor was guided by the natural justice of the circumstances and by what the lunatic himself would have done had he been of sound mind. Not only was support granted to his next of kin and those who had a right to look to him for support, but also out of the surplus income of his estate others were granted maintenance who had no legal claim upon him, if it satisfactorily appeared to the chancellor that the lunatic himself would have provided for the support of such persons had he been of sound mind: In re Willoughby, 11 Paige Ch. 257 ; In re Heeney, 2 Barb. Ch. 326.

(Adopted adults.) In these cases it usually appears that the lunatic has before the period of his incompetency assumed the duty of support toward the needy persons and by words or actions has indicated an intention to continue such support.

The ease of Ex parte Whitbread, 2 Mer. 99, is frequently cited. In that case allowances were made to brothers and sisters upon the ground that the lunatic himself would have done so. To the same effect: In re Frost, L. R. 5 Ch. App. 699 (needy collateral relatives for whom the lunatic while sane had expressed an intention to make provision).

[281]*281In Ex parte Haycock, 5 Russ. Ch. 154, an allowance was made for illegitimate children.

In these cases the question has always been whether an allowance may be properly granted to collateral kindred and persons whom the lunatic is not legally bound to support. It is -conceded without question that a needy adult child or person whom the lunatic is under obligation to support should be maintained out of the surplus income of the estate: See In re Willoughby, 11 Paige Ch. 257, Hambleton’s Appeal, 102 Pa. 50, 55, and cases supra. In the absence of statute, therefore, it must be concluded that the allowance in the present case would be an eminently proper one, and far within the powers of the court.

"Under the statutes, courts have evinced a disposition to be liberal in construction and to be guided as far as possible by equity rules.

The statute of Pennsylvania is similar to and perhaps more limited and stringent than our own. It provides that the committee of a lunatic “shall, from time to time, apply so much of the income thereof as shall be necessary, to the payment of his just debts and engagements, and the support and maintenance of such person and of his family; and for the education of his minor children”: 2 Brightly’s Purdon’s Digest, p. 1128, par. 25.

Under this statute, in Hambleton’s Appeal, 102 Pa. 50, 53, the facts were as follows: An old man, a widower and without children, having a large estate, took a nephew and his family to live with and take care of him and his estate, paying the nephew a salary, and supporting the nephew and his family as part of his household. Subsequently he became afflicted with senile dementia, though retaining sound physical health, and he was adjudged a lunatic. A committee of his estate was appointed by the court, and the nephew was appointed committee of the person. The latter fulfilled his duties satisfactorily, and, by order of court, received from the committee of the estate a sufficient monthly allowance to continue the household in the same manner as before the lunacy, and also to pay his salary as before. Upon the audit of his account, the auditor and the lower court surcharged him with one-half the cost of food for the household and the [282]*282wages of one servant. On appeal the supreme court held that the committee had done what it might reasonably be supposed the lunatic would have continued to do if he had retained his sanity, and what was apparently best adapted for the peace -and comfort of the lunatic; and that it was, therefore, error to surcharge the committee with any cost of so maintaining the lunatic’s household, including the committee and his family. In this case Gordon, J., in delivering the opinion, said:

“It was the duty of the court of common pleas to appropriate, in accordance with the directions of the act of assembly, so much of the income of the estate of William Neal, the lunatic, as might be sufficient, not only for his own support, but also for the support of his family, and as the income of his estate was ample, sufficient to meet any demand that might be reasonably made upon it, so should the allowance have been large enough to meet both his and their wants. Under such circumstances, it is not the business of the court to arbitrarily interfere and determine who shall constitute the lunatic’s family, or what shall be its appointments, for, ordinarily these things have been previously fixed and settled by the lunatic himself at a time when he had both the power and ability to adjust his own affairs.....

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Bluebook (online)
5 Coffey 279, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lynch-calsuppctsf-1894.