Kleinclaus v. Dutard

81 P. 516, 147 Cal. 245, 1905 Cal. LEXIS 387
CourtCalifornia Supreme Court
DecidedJune 26, 1905
DocketS.F. No. 8857.
StatusPublished
Cited by71 cases

This text of 81 P. 516 (Kleinclaus v. Dutard) 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
Kleinclaus v. Dutard, 81 P. 516, 147 Cal. 245, 1905 Cal. LEXIS 387 (Cal. 1905).

Opinion

ANGELLOTTI, J.

This action was brought to obtain a decree establishing that all of the property possessed by Hyppolite Dutard at the time of his death was the property of the estates of his deceased father and mother, Bernard Dutard and Joaquina Dutard, held in trust by him for their heirs at law. The plaintiffs are a brother and sister of said Hyppolite Dutard, and the said sister is administratrix of the estates of the father and mother. The sister claims, as heir at law, to be the beneficial owner of an undivided one-fifth part of said property. The defendants are the executors of the will of said Hyppolite, his surviving wife, the administrator of the estate of Joaquina Dutard Labadie, a deceased sister, and the. children of a deceased brother and another deceased sister. A *247 demurrer was interposed to the second amended complaint by the representatives of the estate of Hyppolite and other defendants, and this was sustained without leave to amend. The defendant administrator of the estate of Joaquina Labadie filed a cross-complaint, containing substantially similar allegations to those of the complaint, claiming an undivided one twelfth of the' property. A demurrer interposed by the other defendants to this cross-complaint was sustained. Judgment was thereupon entered in favor of the demurring defendants against plaintiffs and the administrator of the estate, of Joaquina Labadie. From this judgment both the plaintiffs and the administrator of the estate of Joaquina Labadie appeal.

The allegations of the amended complaint present a most remarkable case. Substantially and so far as is material here the case is as follows, viz.: At the time of his death, October 13, 1865, the father, Bernard Dutard, was the owner of a small produce and commission business in San Francisco, the value of the same and the property thereof being fifteen thousand dollars, which was the community property of said Bernard and his wife, Joaquina. He died intestate. Upon the death of his father, Hyppolite, then a young man of the age. of about twenty years, in accordance with0 the expressed wish of his father, assumed the control of said business. His father had requested him “to continue after his death to carry on and conduct the said business and manage the property thereof for his mother, sisters, brothers, and himself,” and he had promised so to do. At the death of his father, he promised and agreed with his mother, brothers, and sisters that he would, “during the life of his mother, and thereafter and as long as they would permit him, and until they should require him to give unto them their respective shares and interests therein, accept and take upon himself the said trust, take charge of, build up and enlarge, carry on, conduct and extend the said business and manage the property thereof in trust for them and himself in their respective shares under the law as heirs of his father. ’ ’

He so managed the business and the property thereof that at the death of his mother, in the year 1875, the same was of the value of one hundred thousand dollars. Upon the death of his mother he renewed his promises, and continued to man *248 age the business and property, investing and reinvesting the proceeds, all apparently in his own name and as absolute owner, until his death, April 15, 1900, when he left an apparent estate of the value of two million five hundred thousand dollars, consisting of money, bonds, stocks, ships, accounts, and other personal property exceeding in value seven hundred and fifty thousand dollars, and many parcels of real property situate in the state of California, Oregon, and Washington. The whole of this property is alleged to be the proceeds of said business, enhanced by the care and management of Hyppolite during the thirty-five years, and to be the property of the beneficiaries of the trust, which, it is claimed, was created when Hyppolite took and retained control of the business upon the promises stated.

It was alleged that the mother, brothers, and sisters had great confidence and trust in him, that “he never denied or repudiated said trust or his said agreements and promises, but always kept and lived up to them,” that “he did always- . . . from his father’s death until his own death admit and acknowledge his said promises and agreements and that he did receive and hold . . . and build up the. said business” under said trust, and that all the property held by him was-property held under said trust, and that he always promised to account and pay over the respective shares whenever the same were demanded.

It was in terms alleged that no accounting was ever had, and that nothing was ever paid or delivered by Hyppolite to any of the beneficiaries, except that he did partially support his mother during her life.

It is upon these allegations that the plaintiffs come into a court of equity after the death of the alleged trustee, and more than thirty-five years after the creation of the alleged trust, and seek to have it adjudged that the whole of this vast estate, which is necessarily almost exclusively the product of the personal work and business' ability of Hyppolite, is trust property, the proceeds of the little commission business of the year 1865.

One of the grounds of demurrer was that it appeared on the face of the complaint that the cause of action therein set forth was barred by the laches of plaintiffs, and this ground of demurrer was held to be well taken.

*249 The plaintiffs here have invoked the aid of a court of equity, and are bound by the rules applicable to equitable proceedings.

Following the maxim that equity aids the vigilant and not those who slumber on their rights, it has been universally declared that only conscience, good faith, and reasonable diligence can call a court of equity into activity, and that, entirely independent of any statutory period of limitations, stale demands will not be aided where the claimant has slept upon his rights for so long a time and under such circumstances as to make it inequitable to enter upon an inquiry as to the validity thereof. Where such is the condition, the demand is, in a court of equity, barred by laches. As has often been said, there is no artificial rule as to the lapse of time or circumstances which will justify the application of the doctrine. Bach case as it arises must necessarily be determined by its own circumstances, or as said by this court in Bell v. Hudson, 73 Cal. 285, 288, 1 [14 Pac. 791] : “In other words, the question is addressed to the sound discretion of - the chancellor in each ease.” Where the lapse of time in the assertion of the claim and the enforcement thereof, taken in connection with the-circumstances disclosed are such as to show inexcusable delay on the part of the claimant, considerations of public policy, and the difficulty of doing entire justice obtain and are often-sufficient to warrant a court of equity in declining, upon the ground of laches, to commence, an investigation. (See, on defense of laches, Cahill v. Superior Court, 145 Cal. 42, [78-Pac. 469].) The doctrine of laches may be invoked in every class of cases, even in the case of an -alleged express trust. It may well be that the relation of trustee and cestui que trust may be so acknowledged to exist and to continue to exist as.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Huddleson v. Huddleson
187 Cal. App. 3d 1564 (California Court of Appeal, 1986)
Hill v. Hattrem
117 Cal. App. 3d 569 (California Court of Appeal, 1981)
Perez v. Singh
21 Cal. App. 3d 870 (California Court of Appeal, 1971)
Rouse v. Underwood
242 Cal. App. 2d 316 (California Court of Appeal, 1966)
Perry v. Bedford
238 Cal. App. 2d 6 (California Court of Appeal, 1965)
Janes v. LeDeit
228 Cal. App. 2d 474 (California Court of Appeal, 1964)
O'Byrne v. Scofield
212 P.2d 867 (Supreme Court of Colorado, 1949)
Spencer v. Crocker First National Bank
194 P.2d 775 (California Court of Appeal, 1948)
Zakaessian v. Zakaessian
161 P.2d 677 (California Court of Appeal, 1945)
King v. Los Angeles County Fair Assn.
161 P.2d 468 (California Court of Appeal, 1945)
Maguire v. Hibernia Savings & Loan Society
146 P.2d 673 (California Supreme Court, 1944)
Chilberg v. City of Los Angeles
128 P.2d 693 (California Court of Appeal, 1942)
Arnold v. Universal Oil Land Co.
114 P.2d 408 (California Court of Appeal, 1941)
Home Owners' Loan Corp. v. Gordon
97 P.2d 845 (California Court of Appeal, 1939)
Angelis v. Foster
75 P.2d 650 (California Court of Appeal, 1938)
Baxter v. National Mortgage Loan Co.
259 N.W. 630 (Nebraska Supreme Court, 1935)
Wagaman v. Clifford F. Reid, Inc.
42 P.2d 678 (California Court of Appeal, 1935)
Goodfellow v. Barritt
20 P.2d 740 (California Court of Appeal, 1933)
Reiniger v. Hassell
13 P.2d 737 (California Supreme Court, 1932)
Spadoni v. Maggenti
8 P.2d 874 (California Court of Appeal, 1932)

Cite This Page — Counsel Stack

Bluebook (online)
81 P. 516, 147 Cal. 245, 1905 Cal. LEXIS 387, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kleinclaus-v-dutard-cal-1905.