Penick v. Com., Use and Benefit of Barnes

61 S.W.2d 1098, 250 Ky. 86, 1933 Ky. LEXIS 656

• Court: Court of Appeals of Kentucky (pre-1976)
• Decided: June 23, 1933
• Status: Published

Opinion

Opinion of the Court by

Hobson, Commissioner

Reversing.

Oii December 11, 1920, D. T. Penick qualified as guardian of Wilbur' Allan Barnett in tbe Taylor’ county cojirt, executing' a bond with tbe Maryland Casualty Company as bis surety in tbe sum of $2,500, for tbe faithful performance of bis duties. Penick received of tbe personal estate $431.15, and also received- from tbe sale of certain real estate $732. He filed settlements biannually with tbe' county court until November 1, 1928. On March 22, 1929, the ward, having .become more than fourteen years of age, t nominated M; W. Tucker as his guardian, who was then appointed by tbe Taylor county court, and executed bond with tbe Maryland Casualty Company as bis surety, in tbe sum of $1,500. By tbe settlement made by Penick be then bad in bis bands due his ward $1,294.36, be paid Tucker $294.36, and delivered to Tucker two bonds each for $500. Tbe ward became of age December 1, 1931, and •on December 14, 1931, be brought this action against D. T. Penick, M. W. Tucker, and tbe Maryland Casualty Company as their surety, alleging that certain errors, ■specified in tbe petition, were made in each of Penick’s .settlements and that by reason thereof he owed tbe ward at tbe time of bis final settlement $216.57, in addition to the $1,294.36 showed by tbe settlement. He also alleged that tbe two bonds turned over by Penick to Tucker were then valueless and that they were also valueless when he became of age and he prayed judgment for $1,000, the face value of the bonds with interest. Process was not executed on Tucker and later the petition was dismissed as to him. At the next term of the court, no answer being filed by the other defendants, judgment was entered against them by default. They appeal.

The first question arising on the appeal is, Is the petition sufficient to sustain the judgment? Section 2038, Kentucky Statutes, regulating settlements of guardian and ward, is in these words:

“The necessary vouchers shall accompany and remain with the guardian’s accounts presented for settlement, which, when properly made, shall be prima facie evidence in his favor; but it may be •surcharged and falsified by any person interested therein, who did not contest the settlement.”

The petition contained no averment that the plaintiff did not contest the ■ settlement as he might have done by filing exceptions to it in the county court. It will be observed that by the statute the settlement may be surcharged and falsified by any person interested therein who did not contest the settlement. This is plainly a suit to surcharge the settlement, and this being true it could only be brought by one who did not contest the settlement. Under this section, in order for • the plaintiff to maintain an action, it was necessary for him to aver that he did not contest the settlement, and not having done this the petition is not sufficient to support the judgment. While the rule is that where an exception or proviso is contained in another clause of the statute the plaintiff may maintain an action without alleging that he is not within the exception, the rule is also well settled that where the right is only conferred upon certain persons, the plaintiff must show that he is within the statute. See Com. v. McCormack, 177 Ky. 474, 197 S. W. 977; Doss v. Monticello Electric Co., 193 Ky. 499, 236 S. W. 1046; 49 C. J. p. 153, sec. 169, and cases cited. The petition is therefore insufficient and on the return of the case to the circuit court the plaintiff may amend his petition.

In the prayer of his petiton he prayed judgment only against Penick for the $216.57. But this was, per haps, a clerical error and may also >be.. corrected on the return of the case. All other questions are' reserved.

Judgment reversed and cause remanded for proceedings consistent herewith. The whole court sitting’.