Metzger v. Silverman

62 Cal. App. 3d 30, 133 Cal. Rptr. 355
CourtCalifornia Court of Appeal
DecidedSeptember 8, 1976
Docket110797
StatusPublished
Cited by5 cases

This text of 62 Cal. App. 3d 30 (Metzger v. Silverman) 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
Metzger v. Silverman, 62 Cal. App. 3d 30, 133 Cal. Rptr. 355 (Cal. Ct. App. 1976).

Opinion

62 Cal.App.3d 30 (1976)
133 Cal. Rptr. 355

ARTHUR F.X. METZGER, Plaintiff and Respondent,
v.
DOROTHY K. SILVERMAN et al., Defendants and Appellants.

Docket No. 110797.

Court of Appeals of California, Appellate Department, Superior Court, Santa Barbara.

September 8, 1976.

*33 COUNSEL

Falcone & Falcone, A.V. Falcone and Dewey Lawes Falcone for Defendants and Appellants.

Price, Postel & Parma and J. Terry Schwartz for Plaintiff and Respondent.

OPINION

JENSEN, J. —

ISSUES

This venue case presents two novel issues. First, must all actions brought against an executor to recover money or personal property be commenced in the county which has jurisdiction over the estate? Second, if an action is erroneously commenced in the wrong county, under what circumstances may attorney fees be awarded pursuant to Code of Civil Procedure, section 396b?

FACTS

Appellant Silverman is the administratrix of an estate being administered in Los Angeles County. Appellant Falcone is the attorney for the *34 administratrix who practices law in Los Angeles County. Both appellants reside in Los Angeles County. Respondent is a resident of Santa Barbara County.

In 1972, Mr. Falcone telephoned Mr. Metzger to seek his assistance on certain tax matters. Mr. Metzger accepted the job and the documents were mailed to him in Santa Barbara County.

Most of the tax work was performed in Santa Barbara County and in 1973 respondent submitted a bill for his services to the estate. The bill was not paid and, in 1975, respondent filed an action in the Santa Barbara Municipal Court against appellants seeking to recover the value of the services rendered.

After service was effected, counsel for appellants wrote to respondent's counsel demanding that the action be forthwith transferred to the Los Angeles Municipal Court. Counsel for respondent refused to accede to this request.

Appellants then filed both an answer and a motion for a change of venue, together with a request for attorney fees. The motion was denied and appellants filed a timely notice of appeal.

DISCUSSION

I

Preliminarily, we note that the municipal court had jurisdiction to entertain the motion and request for attorney fees since both the motion and the answer were filed on the same day. (Code Civ. Proc., § 396b.) Further, an order by a municipal court changing or refusing to change the place of trial is appealable. (Code Civ. Proc., § 904.2, subd. (c).) We proceed to the merits.

II

Prior to 1943, it was held that a suit on a rejected claim could be brought in the county where the executor or administrator resided, even though the estate was being administered in a different county. (Chiapella v. County National Bank (1933) 217 Cal. 503 [19 P.2d 983]; Vickerson v. Wehr (1941) 42 Cal. App.2d 678, 680 [109 P.2d 743].) Indeed, before 1943, an executor could have an action transferred to the county where *35 he resided. (Thompson v. Wood (1896) 115 Cal. 301 [547 P. 50].) In 1943, section 395.1 of the Code of Civil Procedure was enacted. It provides: "When a defendant is sued in his official capacity as executor, administrator, guardian, or trustee, on a claim for the payment of money or for the recovery of personal property, the county which has jurisdiction of the estate which he represents shall be the proper county for the trial of the action."

Since this section was enacted, it has been consistently held that where an action for the recovery of money or personal property is brought against an executor or guardian, serving in his official capacity, the action must be brought in the county which has jurisdiction over the estate. (See e.g., Abbey v. Shaefer (1952) 108 Cal. App.2d 554 [239 P.2d 44] (Because the suit was brought to recover funds held by the executrix, she could not have the action transferred to her place of residence.); Jones v. McGinnis (1953) 121 Cal. App.2d 720 [263 P.2d 907] (Although the accident occurred in San Bernardino County, the personal injury action brought against the estates of two decedents was properly transferred to Los Angeles County where the estates were being administered.); Campbell v. Nichols (1959) 167 Cal. App.2d 329 [334 P.2d 618] (Suit alleged that Alice Tubbs converted funds from the Hagar estate, which was administered in Colusa County. At the time of suit, Alice Tubbs had died and her estate was being administered in San Francisco County. The order changing venue to San Francisco County was affirmed on the ground that Alice Tubb's estate consisted mainly of personal property, and the suit was brought to impress a trust on property derived from the Hagar estate.); Haines v. Lamb (1962) 206 Cal. App.2d 322 [24 Cal. Rptr. 146] (Suit was brought by trustor to recover funds which had passed into the hands of a guardian of the estate of a minor. The court held that since the guardian had not been discharged, the suit was properly brought where the guardianship was being administered, even though both the guardian and ward resided elsewhere.).) On the other hand, this section has been held inapplicable where the suit seeks declaratory relief as to the existence of a contingent obligation, (Ramos v. Cypher (1955) 137 Cal. App.2d 648 [290 P.2d 585]) or seeks to quiet title and cancel a note and deed of trust. (Beutke v. American Securities Company (1955) 132 Cal. App.2d 354, 362 [282 P.2d 201].)

Respondent urges that section 395.1 was enacted to overcome the rule in Vickerson v. Wehr, supra, a decision which involved a suit on a rejected creditor's claim. (See Condee, Probate Court Practice (2d ed. *36 1964) § 794, at pp. 519-520.) He, therefore, reasons that section 395.1 is applicable to suits on rejected creditor's claims.

We are unable to find any legislative history or reported decisions concerning the meaning of the word "claim" used in section 395.1. (1-3) We must, therefore, interpret the statute in accordance with applicable rules of statutory construction, fundamental among which are those which counsel that the aim of such construction should be the ascertainment of legislative intent so that the purpose of the law can be effectuated; that a statute should be construed with reference to the entire statutory system of which it forms a part in such a way that harmony may be achieved among the parts; and that courts should give effect to statutes according to the usual import of the language used in framing them (People ex rel. Younger v. Superior Court (1976) 16 Cal.3d 30, 40 [127 Cal. Rptr. 122, 544 P.2d 1322] (citations omitted).

(4) The word "claim" is one of common meaning and is defined by Webster's Dictionary to mean simply a demand for something rightfully or allegedly due. (See

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