In Re the Guardianship of Coburn

105 P. 924, 11 Cal. App. 604, 1909 Cal. App. LEXIS 103
CourtCalifornia Court of Appeal
DecidedOctober 29, 1909
DocketCiv. No. 632.
StatusPublished
Cited by15 cases

This text of 105 P. 924 (In Re the Guardianship of Coburn) 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 the Guardianship of Coburn, 105 P. 924, 11 Cal. App. 604, 1909 Cal. App. LEXIS 103 (Cal. Ct. App. 1909).

Opinions

In the month of February, 1908, a petition was filed by Azro A. Coburn, a resident of Massachusetts, to have Loren Coburn, his aged uncle, who resides in San Mateo county, adjudged incompetent, and to have a guardian appointed of his person and estate. The petition as amended alleges that the said Loren Coburn, by reason of old age, physical disability and weakness of mind, is unable to take care of himself and manage his property. This allegation was denied, and upon the issue so made the case went to trial before the court without a jury.

At the conclusion of the trial the court made an order adjudging Loren Coburn incompetent and unable to take care of himself and manage his affairs, and appointing Carl J. Coburn, another nephew, guardian of his person and estate. This appeal is from the order so made and from an order denying appellant's motion for a new trial.

It is contended that the evidence is insufficient to support the order; and in view of the conclusion we have reached that is the principal question that will be discussed.

It is provided in the code (Code Civ. Proc., sec. 1763) that when it is represented to the court upon a verified petition *Page 606 "that any person is insane or from any cause mentally incompetent to manage his property," the court or judge must cause notice to be given and hear the matter. It is further provided (sec. 1764): "If, after a full hearing and examination upon such petition, it appear to the court that the person in question is incapable of taking care of himself and managing his property, such court must appoint a guardian of his person and estate, with the powers and duties in this chapter specified."

It is evident from the provisions quoted that, in order to justify the appointment of a guardian, the court must find the party for whom the guardian is appointed mentally incompetent to take care of himself and manage his property.

It is a fundamental principle, based upon the plainest dictates of justice, that before a person can be deprived of his liberty and his property on account of his mental incompetency, he must be brought clearly within the terms of the statute, and the evidence must show that his mind is so far gone and so weak and feeble that he does not realize and comprehend the value and prudent management of his property, and is not sufficiently normal to care for it in the usual acceptation of that term.

A man whose mental capacity has been such that he has outstripped the great majority of mankind in business affairs, and has accumulated much of this world's goods, is not for light or trivial reasons, or even on account of hallucinations, to be deprived of his property and of his liberty. It must clearly appear to the court that he is mentally incompetent to manage his property; that his mind is affected to such a degree as to deprive him of sane and normal action.

It was the doctrine of the earlier cases in the English court of chancery not to deprive a person of his liberty or his property for mere imbecility of mind not amounting to idiocy or lunacy. It was not sufficient that he was weak, worn out with age and incapable of managing his estate. (Ex parte Banerley, 3 Atk. 168; 3 Eq. Cas. Abr. 580; LordDonegal's Case, 2 Ves. 407; Beaumont's Case, 1 Whart. 52, [29 Am. Dec. 33].) The doctrine is not now so strict as formerly, and the jurisdiction of the courts has been held to extend to some cases where the party is not an idiot or a lunatic. (Inthe Matter of Barker, 2 Johns. Ch. [N.Y.] 232.) It was there said by *Page 607 Chancellor Kent: "The object is to protect the helpless; and the imbecility of extreme old age, when the powers of memory and judgment have become extinct, seems, as much as the helplessness of infancy, to be within the reason and necessity of the trust. I am aware, however, that the inquiry must in many instances be peculiarly delicate, because it concerns the character of the party, and his natural rights, and because of the difficulty there is in ascertaining the extent of the decay of the mind necessary to form a proper case for the interference of the court."

In Woerner on American Law of Guardianship, section 113, many cases are cited, and the history of the law and the modern doctrine given. It is thus stated: "It is sufficient that he be mentally incompetent to govern himself or to manage his own affairs, from whatever cause this incapacity may arise. Hence permanent mental weakness amounting to such incapacity, arising from advanced age, sickness, habitual drunkenness, or imbecility, constitutes in law 'Unsoundness of mind'; and as such becomes tantamount in its effects to those produced by idiocy or lunacy, for such conditions all equally express mental incapacity for the government of one's affairs. Such a person is in legal intendment non composmentis. . . . It is to be observed, however, that the unsoundness of mind which will justify the appointment of a guardian must be more than mere debility or impairment of memory; it must be such as to deprive the person affected of ability to manage his estate. If the defendant is capable of transacting the ordinary business involved in taking care of his property, and if he understands the nature of his business and the effect of what he does, and can exercise his will with reference to such business with discretion, notwithstanding the influence of others, he is not of unsound mind within the meaning of the statute, and should not be deprived of the control of his property."

And it has been held that the mental imbecility (in the language of the code) must be such as to make the incompetent incapable of taking care of himself and managing his property. (In re Lindsley, 44 N.J. Eq. 564, [6 Am. St. Rep. 913, 15 A. 1].)

In the Matter of Collins, 18 N.J. Eq. 253, it appeared that the alleged incompetent was in the hundredth year of her *Page 608 age. Her sight was very much impaired and her hearing somewhat, but the court held that a commission de lunaticoinquirendo should not issue. The court said: "Her sight is very much impaired and her hearing somewhat. At her age the presumption of law is not against her soundness of mind, however great the probability in fact may be that she is not sound. . . . The facts proved, while they show that her senses and physical powers are much impaired, and that her mental faculties are somewhat weakened, fail to show anything that would amount to unsoundness so as to make her incapable of managing her affairs. She may be so weak and infirm as to be easily influenced and imposed upon, which would be a reason for setting aside any instruments or transactions executed under the effect of such influence, but this does not amount to unsoundness, such as to take from her the control of herself and her property."

In Re Storick, 64 Mich. 685, [31 N.W. 582], it was said by the supreme court of Michigan, in an opinion written by the chief justice: "The statute does not say merely 'incompetent' but 'mentally incompetent.' It does not refer to persons who are sane, but not perhaps as wise or intelligent as some other persons. It applies to those whose mind is so affected as to have lost control of itself to such a degree as to deprive the person affected of sane and normal action. Unless the petition either follows the words of the statute, or uses language and states facts fully equivalent, it cannot give jurisdiction.

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105 P. 924, 11 Cal. App. 604, 1909 Cal. App. LEXIS 103, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-guardianship-of-coburn-calctapp-1909.