McIntire v. Bailey

110 N.W. 588, 133 Iowa 418
CourtSupreme Court of Iowa
DecidedFebruary 14, 1907
StatusPublished
Cited by9 cases

This text of 110 N.W. 588 (McIntire v. Bailey) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McIntire v. Bailey, 110 N.W. 588, 133 Iowa 418 (iowa 1907).

Opinion

Per Curiam.

J. A. Mclntire, a resident of Washington county, died in the year 1901, leaving as his surviving heirs, Rebecca Snyder and William H. Mclntire. These heirs, who are children of J. A. McIntyre, were also residents of Washington county and William H. was, and from childhood had been, an imbecile, living with his father and sister. On September 20, 1901, Rebecca Snyder was by the district court of Washington county appointed guardian of her brother William, and continued to act as such until September 27, 1902, when she resigned and the probate court on its own motion appointed Marsh W. Bailey, a resident of Washington county, in her place and stead. Bailey qualified September 30, 1902. Shortly after the death of J. A. Mclntire, William, without the consent of his guardian, went to Jefferson county and took up his residence with one Kendall. Following the appointment of Bailey there was litigation with the former guardian, Mrs. Snyder, over her final report which resulted in her paying over to Bailey on November 4, 1903, the sum of $131.42. Litigation was also had over the real estate owned by J. A. Mclntire which was settled hy a decree of court rendered in November, 1903, and as a result thereof Bailey, as guardian, received $6,279.08. Defendant, as guardian, filed an inventory on November 28, 1903, but, as this document is not before us, we are unable to state what it shows,, save that it does not correspond with the only report filed by him on January 7, 1905, which report was filed in response to the petition to remove, etc. As no reports were filed by the guardian, the ward, through his attorneys, on January 7, 1905, filed his petition for-the removal of Bailey the guardian, for the transfer of the proceedings to Jefferson county, etc., based upon the guardian’s failure to file reports, to properly invest the funds coming [420]*420into his hands, and other matters not necessary to be stated. The ward also stated that he had removed to Jefferson county, which place he intended to make his home, and further alleged that his guardian was distasteful to him, and that he had asked him to resign. In response to this the guardian filed an answer accompanied by a report in which answer he gaye certain excuses for not filing reports. Rebecca Snyder also appeared and filed objections to the transfer of guardianship. Thereafter plaintiff filed objections to the guardian’s report and an amendment 'to his petition for removal, in which he alleged that the guardian had mixed the funds coming into his hands with others, had loaned a part or all thereof without authority of court in his own name, and otherwise, converted the assets of the estate. He further charged that the guardian kept no accounts, had failed to account for interest on the funds, and had failed to invest the funds as by statute provided. Most of these statements were denied by the guardian in an answer filed by him. Upon these issues the matter was tried to the court, resulting in an order denying the petition and overruling the objections to the report.

1. Insahe removal of. froceídinga? I. We shall first consider the matter of transfer to Jefferson county. It is conceded that, at the time of the original appointment, and also at the time of the appointment of Bailey, the ward was domiciled in Washington county, and, at the time of these appointments, the district court of Washington county, sitting as a court of probate, had jurisdiction over the ward and his property. 'As the ward was non compos, he could not, thereafter, of his own volition change his domicile, and his removal to Jefferson county, with intent on his own part to remain there, did not, under ■ the circumstances disclosed, give the district court of Jefferson county jurisdiction of either his person or property. There seems to be no statute authorizing the .transfer of such proceedings from one county to another in the same State, and, in the absence of a legal [421]*421and valid change of domicile, there is no inherent power in the court to make such transfer even if such power be conceded to exist in any case. That an insane ward cannot change his domicile is fundamental. See Jenkins v. Clark, 71 Iowa, 522. There is no property in Jefferson county which would give the district court of that county jurisdiction, and we should not order the transfer of property there in order to confer jurisdiction, especially where- his sister and guardian are both objecting thereto. The trial court was right in denying the-transfer.

s. Guardian íemovafoí guardian; grounds. II. Coming now to the petition for removal, we find, from the guardian’s-own testimony, that he has mingled his ward’s funds with his own in such a manner that it is impossible for him to state as to how they are invested; he has invested his ward’s funds with . . others m notes, mortgages, paving certificates, and other evidences of value, without authority of court, in such a manner that he cannot tell which, if any, belong to his ward; he has invested practically all the funds in his own name, but cannot tell in what way the trust funds are invested ; he is unable to tell the amount or present value of the securities held by him, although he says he believes they are worth the amount he put into them; he presents nothing as representing the investments of his ward’s funds; when collecting interest he did not know- what part belonged to his ward, and he has made no reports ■ save as above indicated. Moreover he had incurred the hostility of his ward, and the relations between them are strained. , ‘

By section 3203 of the Code it is made the duty of all guardians to report at least once each year showing all moneys or property in their possession, with all interest which may have accrued on money loaned belonging to .their wards, and; for failure to do so-, by section 3024 a penalty is imposed, and, in addition thereto, this section provides that such failure shall be ground for removal. By section 3200 it is- made the duty of guardians to loan money and [422]*422manage the affairs of their wards under the orders of the court or a judge thereof. Without such authority a guardian has no authority to loan his ward’s money. Bates v. Dunham, 58 Iowa, 308; Easton v. Somerville, 111 Iowa, 164, and cases cited. In the absence of statute it is the duty of a guardian to keep his ward’s money and property separate from his own; to keep an account thereof; to make investments, not in his own name, but as guardian; and to keep those investments separate from his own. These duties are so well understood that we need not cite authorities, in their support.

It is conceded and the district court found that the guardian did not make the reports required by law; that he did not have authority from the court to make • any loans of his ward’s funds; that he mixed these funds with his own and with those belonging to others, and made all loans and investments in his own name. But it is argued, and the district court so found, that, as it was not the practice in Washington county for guardians to receive authority of the court to make loans and investments, and as the guardian was acting in good faith, he should not he removed, as his bond was sufficient to make good all losses to the ward’s estate. If there be such practice as that stated in the courts of Washington county, it is high time that such practice be discontinued, and there is no more effective method for doing so than to remove all court appointees who persist in following the practice. The statute is plain upon this subject, and should not be disregarded.

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Bluebook (online)
110 N.W. 588, 133 Iowa 418, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcintire-v-bailey-iowa-1907.