Smith v. Biscailuz

83 Cal. 344
CourtCalifornia Supreme Court
DecidedMarch 1, 1890
DocketNo. 12327
StatusPublished
Cited by28 cases

This text of 83 Cal. 344 (Smith v. Biscailuz) 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
Smith v. Biscailuz, 83 Cal. 344 (Cal. 1890).

Opinion

Beatty, C. J.

A former decision of this case is reported in 21 Pac. Rep. 15. (See infra.) After that decision was filed a rehearing was granted on the second point discussed in the opinion; viz., the alleged insufficiency of the guardian's petition for the sale of Victoria Jordan’s interest in the real property in controversy.

For the purpose of that decision we conceded, without deciding, that the petition was radically defective, hut held that the order of sale was rendered valid by the clause added to section 1537 of the Code of Civil Procedure by the amendment of 1874.

Upon the rehearing, counsel for the respective parties have elaborate^ reargued both the question as to the sufficiency of the petition and the effect of said amendment.

Appellants contend that the petition in this case cannot be distinguished on principle from the petition which was held sufficient in Fitch v. Miller, 20 Cal. 352. Respondents, conceding the binding authority of that decision, point out what they contend are substantial differences between the two petitions. No doubt there are differences, but whether they are substantial and vital or not is a question not free from difficulty.

What the statute then required-—-as it does now—in order to give the court jurisdiction to proceed was a verified petition by the guardian setting forth the condition of the estate of his ward, and the facts and circumstances on which the petition was founded tending to show the necessity or expediency of a sale. (Fitch v. Miller, 20 Cal. 382; Code Civ. Proc., .see. .1781.)

Respondents contend that a first essential of every such petition is, that it shall show by express averment that it contains a description of the whole estate of the ward, real and personal, — not only that which the guardian desires to sell, but all his other estate,—and that it shall set forth the condition of the whole estate; i. e., the situation of the different parcels, and whether they [347]*347are improved or unimproved, vacant or occupied, productive or unproductive. But this is a stricter construction than was given to the statute in Fitch v. Miller.

The petition in that case did not purport to contain a description of all the estate of the wards, but only of the estate devised by their father. Non constat that they had no other estate. But, as court and counsel seemed to have assumed in discussing the petition that it purported to set forth the entire estate of the wards, the case cannot be considered authority for the proposition that a petition deficient in this particular would satisfy the requirements of the statute. It does, however, decide that in the case of guardian's sales, unlike sales by executors or administrators, it is not necessary to state in the petition the values of the separate items of the ward’s estate or their condition, except so far as may be necessary to enable the court to determine upon the necessity or expediency of a sale. (Page 383.) In other words, it holds that the sole office of the petition is to state facts, including the condition of the estate, from which the necessity or expediency of a sale may be inferred, and that the only reason for stating the condition of any part of the estate is that its condition may affect the question of such necessity or expediency. In consonance with this view, it was held that the petition there in question was sufficient to give the court jurisdiction to order the sale, although confessedly it contained no statement of the condition of the estate of the wards (other than that which was to be sold), except that it yielded a small income, and could not be sold without a sacrifice. And even as to the property to be sold, the allegations of the petition, though somewhat more detailed and specific than those of the petition in question here, merely tended to show that the land was unproductive and expensive.

These allegations, it was held (pages 385,386), presented a case for the judgment of the court upon the question [348]*348of expediency of a sale of the land and investment of its proceeds.

Turning to the petition in this case, we find that, fairly construed, it purports to contain a description of all the real estate of the ward, but it is completely silent as to the existence of personal estate.

Before considering to what extent this omission affects the sufficiency of the petition, we -will notice the further contention of respondents, that it is also radically defective in failing to show the condition of the real property sought to be sold.

As above stated, the petition in Fitch v. Miller was more detailed and specific as to the condition of the property to be sold than is the petition here; but the difference between the two is not essential. Here it is shown that the land to be sold consists of three sixteenths, undivided, of about three hundred acres of land subdivided into lots containing from seventeen and one half to twenty-two acres respectively, and that “said real estate is now unproductive, and may remain so for years, and a constant expense without income.”

Substantially, this is all that was alleged in the petition sustained in Fitch v. Miller. The allegations there, though more specific, only tended to show that the land to be sold was unproductive and expensive. And as affecting the question of jurisdiction, it seems to us that no just distinction can be made between general and specific allegations of fact which in substance amount to the same thing.

Our conclusion, on the authority of Fitch v. Miller, is, that if this petition was insufficient in any particular to give the court jurisdiction to order the sale, it was solely because it failed to describe and show the condition of the ward’s personal estate.

Counsel for respondents contend that this omission constituted a radical and incurable defect in the petition, and they cite many decisions concerning sales of dece[349]*349dents’ estates in support of their argument. But there is this distinction to be observed between sales by guardians and sales by executors or administrators: ordinarily, no sale of a decedent’s estate is authorized except when it is necessary,—1. To pay family allowance; 2. Debts of the decedent; 3. Expenses of administration; or 4. Legacies.

Mines and mining interests belonging to estates of decedents are, however, an exception to this rule. They may be sold, when it is expedient to do so, in the interest of the estate, although the proceeds are not needed to pay debts, expenses, etc. (Code Civ. Proc., secs. 1529-1533.)

But none of the cases cited by respondents arose under these provisions. On the contrary, they all depended on sections 1536 and 1537, and could be sustained- only upon the ground that they were shown to be necessary.

For this purpose, and in order to enable the court to intelligently exercise its judgment in the selection of the property of the estate which can be most advantageously sold, the condition and value of all parts of the estate must be set forth in addition to the other matters enumerated in section 1537. (Estate of Boland, 55 Cal. 315, and cases cited.)

But in case of mining property which is sought to be sold for the interest of the estate, it is not required that the petition should set forth the condition of any property except that which is to be sold. (Code Civ. Proc., sec.

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Bluebook (online)
83 Cal. 344, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-biscailuz-cal-1890.