Perry v. Superior Court

84 P.2d 250, 29 Cal. App. 2d 114, 1938 Cal. App. LEXIS 302
CourtCalifornia Court of Appeal
DecidedNovember 10, 1938
DocketCiv. No. 10858
StatusPublished
Cited by4 cases

This text of 84 P.2d 250 (Perry v. Superior Court) 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
Perry v. Superior Court, 84 P.2d 250, 29 Cal. App. 2d 114, 1938 Cal. App. LEXIS 302 (Cal. Ct. App. 1938).

Opinion

NOURSE, P. J.

On April 5,1937, an action was filed by the public administrator of Marin County as administrator of the estate of 'William Helbing, deceased, to set aside the transfers of several parcels of real property and to quiet title thereto in the estate. Later a .second cause of action was added attacking a trust in other property. Petitioners herein were named as defendants and in due course moved to dismiss. Their objection to the amended complaint, upon the-ground that the issues raised therein were determined in another proceeding and were moot, was denied as was their motion to dismiss. They have sought a writ of prohibition to restrain further proceedings, or, as an alternative,- a writ of mandate to have them dismissed upon the grounds that the entire litigation is brought for no legitimate purpose, but is prosecuted solely for the purpose of enabling the public administrator and his counsel to enrich themselves with fees in the probate court.

The gravamen of the first cause of action is found in paragraph three of the complaint, which reads: “Each and every one of the matters and things hereinafter averred grows and [116]*116arises out of the same series of transactions, to wit: all the several tracts of land affected hereby were in truth and in fact the property of said decedent in his lifetime and the title to each was placed in the name of one of the defendants herein for the convenience of the decedent, and not as plaintiff is informed and on such information believes, for the purpose of hindering, delaying or defrauding anyone, nor by way of gift, nor otherwise than as a legitimate, though secret, trust; and at various times during the lifetime of decedent he caused the lands so hereinafter described to be conveyed to the several defendants as trustees, himself paying the consideration whereby such lands were secured.” The second cause of action, which was added by amendment, is based on the allegation that the property there described was conveyed to certain defendants in trust for the others, but that the purported trust is void upon its face.

It is alleged in the petition herein, and admitted by respondents, that Jennie Helbing, the widow of deceased, is the only person beneficially interested in the estate, and that she has ratified all the transfers made by decedent and attacked herein, and has consented that the beneficiaries under the trusts attacked take the properties as therein designated. The widow is the only beneficiary under the will, and she and all the other defendants are the only beneficiaries under the trusts. Aside from her community interest in all the property, the widow was the sole legatee under the will. She has approved the trusts and waived all claims in the community and as legatee in favor of the beneficiaries under the trusts. The primary result of the litigation, therefore, if successful, would be to take from the beneficiaries of these trusts the property which is held for them, and give the same to the widow against her will and express consent. To accomplish this purpose the administrator has sued the widow and her children against their will and consent, but, nevertheless, on the pretense that the suit is for their benefit.

At the outset we are confronted with these settled principles—the administration of the estate of deceased persons is purely statutory, and the procedure outlined in the statutes is controlling. When the powers and duties of the administrator are fixed by statute there is no inherent right to assume, or exercise any power not conferred, or to depart from the procedure outlined.

[117]*117Turning to the Probate Code we find that section 579 provides: “If the decedent, in his lifetime, conveyed any real or personal property, or any right or interest therein, with intent to defraud his creditors, or to avoid any obligation due another, or made a conveyance that by law is void as against creditors, or made a gift of property in view of death, and there is a deficiency of assets in the hands of the executor or administrator, the latter, on application of any creditor, must commence and prosecute to final judgment an action for the recovery of the same for the benefit of the creditors.” The administrator has not brought his suit under this section because there are no allegations of a fraudulent or void conveyance, a gift in view of death, a deficiency of assets, or the existence of any creditors.

Section 573 of the Probate Code provides: “Actions for the recovery of any property, real or personal, or for the possession thereof, or to quiet title thereto, or to determine any adverse claim thereon, and all actions founded upon contracts, may be maintained by and against executors and administrators in all eases in which the same might have been maintained by or against their respective testators or in-testates.” The suit is not brought under this section because there is no title to quiet other than the title which vested in the heirs of the testator, and the widow, .being the sole legatee, does not desire the litigation and has waived all the rights which the administrator tries to establish, while all the heirs (if the will be disregarded) have likewise waived claim as such and claim solely as beneficiaries under the transfers and the trusts attacked. There are, therefore, no “adverse” claims to either title or possession which the administrator could make the basis of a suit under this section. Furthermore, the section authorizes the administrator to sue “in all cases in which the same might have been maintained” by the decedent. Manifestly, the decedent could not have sued to quiet title to these properties on the bare allegation that they were conveyed by him “as a legitimate, thoug'h secret trust”, or that the trust was “void”. Since the allegations of the complaint negative any claim of fraud, deceit, or mistake, no cause of action has been, or can be, stated under this section.

In resisting the application for a writ herein, the administrator has for the first time raised the point that [118]*118several claims have been filed with him. Aside from the fact that all these claims were filed after the action was commenced, and that they appear to have been invited, it now appears upon the hearing herein that all these “claims” have either been paid in full or that they are amply secured. Payments were not made by the administrator, however, and though he readily approved them when filed, obviously for his own purpose in this litigation, he did not procure any releases when they were satisfied in full. His position in this matter is not aided by his insistence that we should presume that, as a public officer, he had duly performed his duty. He expressly alleged in his complaint facts which show that his action was not brought under section 579 of the Probate Code. He did not require security for the costs and expenses of suit as he must do under section 580 when the suit is brought in behalf of creditors. No claims were filed with him before he commenced his action. All ‘ claims ’ ’ which have been approved by him and paid have been paid by others, and we must presume that the money so paid was due, and, that, in the ordinary course of business, those who paid it owed the obligation. However, in view of the verified pleadings and of the stipulations of the parties in this proceeding, we are forced to the conclusion that the matter of claims has no factual background other than that the creditors were aided indirectly in making their collections from the real obligors.

Particular complaint is made by petitioners herein in reference to the two claims outstanding.

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Cite This Page — Counsel Stack

Bluebook (online)
84 P.2d 250, 29 Cal. App. 2d 114, 1938 Cal. App. LEXIS 302, Counsel Stack Legal Research, https://law.counselstack.com/opinion/perry-v-superior-court-calctapp-1938.