In re the Estate of Burdick

44 P. 734, 112 Cal. 387, 1896 Cal. LEXIS 692
CourtCalifornia Supreme Court
DecidedApril 13, 1896
DocketNo. 15869
StatusPublished
Cited by86 cases

This text of 44 P. 734 (In re the Estate of Burdick) 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 the Estate of Burdick, 44 P. 734, 112 Cal. 387, 1896 Cal. LEXIS 692 (Cal. 1896).

Opinions

Temple, J.

December 12, 1892, the executor of the above estate filed his final account, and prayed for a settlement thereof, and for a distribution. The bill of exceptions stated that by said final account it appeared that, after payment in full of all claims against the said deceased and said estate, the expenses of the last sickness and all funeral charges, and all accrued expenses and charges of the administration of said estate, there remained in the hands of said executor a balance in money of eighteen hundred and fifty-five dollars and forty-one cents, from which said executor asked to be allowed a reasonable attorney’s fee, to be fixed by the court, together with such further expenses of administration as might thereafter accrue, and that the balance be distributed to the parties entitled thereto.” The hill of exceptions then proceeds to give an extract from the petition accompanying the final account,- in which, among other things, it is stated, in substance, that the executor found a deposit in a certain bank to the credit of Stephen Powell Burdick, as attorney, five thousand dollars of which was claimed by Arthur W. Burdick and A. M. Sutton, as trustees; that the bank, upon demand, refused to pay the same to the executor; that thereafter the claimants executed a certain paper, the contents of which are given, and then the executor was permitted to take the money. A decree was entered settling the final accounts of the executor, and finding that he had in his hands, subject to distribution, the sum. of sixteen hundred and fifty-seven dollars and ninety-four cents. A decree was thereupon entered distributing said money as community property, one-half to 1 Alice H. Burdick, widow of the deceased, and one-half j^o Arthur W. Burdick, who was sole legatee of deceased; [391]*391or, rather, at the request of said Arthur W. Burdick, to certain trustees for his benefit.

Appeals are taken from the decree by the executor, by Burdick and Sutton, as trustees, and by A. W. Burdick individually.

The executor appeals, as he states in his notice, from the whole of the decree, except so much of said decree as settles the account of said executor, from which last-named portion he does not appeal.”

The claim of the trustees to the five thousand dollars was- set out by the executor in the petition accompanying his final account, but, so far as the bill of exceptions shows, no action was asked in regard thereto. But if action had been solicited in regard to it, I do not see how it could affect the matter here, for the executor has not appealed from the decree which settles his final account and determines how much remains in the hands of the' executor belonging to the estate. This determination was clearly within the jurisdiction of the court. That decree is not before us on this appeal, and whatever errors we may suppose were committed by the probate court in reaching the conclusion, we cannot interfere with it. To attempt to do so would be an arbitrary proceeding without authority.

The probate court has jurisdiction as between the executor and those claiming the estate to determine what belongs to the estate. This is implied in the power to settle the final account, and, by its decree, determine what remains in the hands of the executor to be distributed. Still, since the probate court has no jurisdiction to determine the rights of those claiming adversely to the estate, if serious questions upon such claims arise, the duty of the court might be to delay the final decree until such claims can be determined in another forum. Where there is in the hands of the executor money ' which the executor claims does not belong to the estate, he should himself take steps to test the right, if serious question exists; and, if he is improperly charged, his remedy is to appeal from the decree settling his [392]*392final account. I know of no other way in which it can be reached. His counsel says the probate court exceeded its jurisdiction in determining that this money belonged to the estate; I do not think so; but, if it did, the decree affected by the error was the decree settling the final account of the executor, and determining that he had in his hands sixteen hundred dollars belonging to the estate after full administration. Since we cannot change or modify that decree on this appeal, no relief in that direction can be afforded. If we could here determine that the money belonged to the trustees, it would only establish another claim against appellant. It would not vacate the finding that he also had sixteen' hundred dollars belonging to the estate which must be' distributed to the heirs or legatees.

The executor had an opportunity to test the right of the estate to the money in question. He claimed that it was assets of the estate, and the trustees that it was not. It was his duty, if he deemed his claim just, to get it for the estate, and he had no right to compromise the claim of the estate by consenting that the trustees should have it, provided they would pay the debts and the expenses of administration out of it. I •do not think such is really the effect or meaning of •the agreement of compromise. But such is the claim ■of the trustees. Having been permitted to inventory it as assets of the estate, and administer it as such, the executor could not return the surplus to the trustees. To do so would be to assume the responsibility of maintaining the title of the trustees against the estate. The executor was not at liberty to assume such a position.

But appellant contends that the claim of the wife to a share of the funds, as community property, is a claim adverse to the estate, and that the probate court has no power to distribute her share of the community property, since, as he claims, she does not take by succession, but as survivor of the community.

Counsel argue correctly that the probate court, in the matter of the administration of estates, has jurisdiction [393]*393of the estates of dead men, and can distribute only to heirs, devisees,' or legatees, or to those claiming through them. And the decree of distribution is conclusive only as to the succession or testamentary rights. (Chever v. Ching Hong Poy, 82 Cal. 68.) The probate court, therefore, has no jurisdiction or power to deal with the wife’s portion of the community property at all, unless she takes upon the death of the husband as heir. It could not, then, determine what is community property, or what is separate property, and could not authorize a valid sale of community property to pay debts. The fact that the proposition is so novel and so startling raises a very s.trong presumption against it. To hold with the appellant would upset titles all over the state. A proposition more destructive of property rights could not be imagined. Fortunately, it has not sufficient plausibility to excite alarm.

The estate of the wife in the community property is a creature of the statute, and is, of course, just what the statute has made it. It has always been pretty much what it now is, though formerly, upon the dissolution of the community by the death of the wife, one-half of the property descended to her heirs. Even then, however, it w;as held that the title was in the husband, and the wife’s interest in it was a mere expectancy. In Packard v. Avellanes, 17 Cal. 525, it was said: “It is true the wife is a member of the community and entitled to an equal share of the acquests and gains; but so long as the community exists, her interest is a mere expectancy and possesses none of the attributes of an estate, either at law or in equity.”

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Bluebook (online)
44 P. 734, 112 Cal. 387, 1896 Cal. LEXIS 692, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-burdick-cal-1896.