Whelan v. Bailey

36 P.2d 709, 1 Cal. App. 2d 334, 1934 Cal. App. LEXIS 1274
CourtCalifornia Court of Appeal
DecidedOctober 10, 1934
DocketCiv. 1121
StatusPublished
Cited by10 cases

This text of 36 P.2d 709 (Whelan v. Bailey) 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
Whelan v. Bailey, 36 P.2d 709, 1 Cal. App. 2d 334, 1934 Cal. App. LEXIS 1274 (Cal. Ct. App. 1934).

Opinion

BARNARD, P. J.

The county of San Diego adopted a charter in 1932 which was approved by the legislature and went into effect on July 1, 1933. Section 17 of article IV of this charter contains the following: “There is hereby created the office of county counsel. The district attorney shall be ex-officio county counsel.” Section 31 of article VI of the charter, in setting forth the duties of the county counsel, includes the following:

“He shall also act as attorney for the public administrator in the matter of all estates in which such officer is executor, *336 administrator with the will annexed, or administrator, and the county counsel shall, in every such matter, collect the attorney’s fee, allowed therein by law and pay the same into the county treasury.”

After the charter went into effect the respondent public administrator filed in the Superior Court of San Diego County a petition for letters of administration in the estate of Frank Plotos, also known as Frank Pololus, deceased. The public administrator was represented in this matter by a firm of San Diego attorneys. Shortly thereafter, the petitioner herein demanded of the respondent, in writing, that he be substituted as attorney in said matter in accordance with the charter provision above set forth. This demand having been refused, the petitioner filed in the superior court a petition for a writ of mandate, asking that the respondent be compelled to substitute the petitioner as attorney of record in said estate and to permit the petitioner to act as his attorney in all estate matters thereafter handled by the respondent as public administrator. A demurrer to the petition was sustained, the petitioner declined to amend, and from the judgment then entered this appeal is taken.

The appellant’s position is that the charter provision is controlling since the charter was authorized by section 7% of article XI of the state Constitution, and since that section permits the creation of new offices and the giving of new duties to officers by charter provisions. It is then argued that the entire matter is one of policy, the wisdom of which has been determined by the adoption of the charter.

The first and most important question is whether this particular charter provision is authorized by section 7% of article XI of the Constitution. The purpose of that section “was to give local self-government or county home rule to counties of the state”. (Reuter v. Board of Supervisors, 220 Cal. 314 [30 Pac. (2d) 417].) That purpose is declared in the opening paragraph of that section as follows: “Any county may frame a charter for its own government consistent with and subject to the Constitution (or, having framed such a charter, may frame a new one), and relating to matters authorized by provisions of the Constitution.” In other words, such charters are authorized and may be framed for the purpose of giving a certain local control over the means of carrying out governmental functions in *337 such counties, with the limitation that anything in the charters, so authorized, shall be consistent with the Constitution and shall relate only to matters authorized by that fundamental law. While a county is thus authorized to provide for a measure of self-government, this authorization must be and is confined to providing for such functions as are properly governmental in their nature and which are consistent with our general scheme of government.

Is the function contemplated by this charter provision a governmental function within the authorization conferred by section 7% of article XI? While the public administrator has a certain public function, in that the state is interested in seeing that someone takes charge of property which is more or less without a guardian, in the performance of his duties he exercises what is essentially a private function, in that he is the personal representative of the deceased, handling the estate for the benefit of the heirs. He obtains his right to so act not by virtue of his office, but by grant of power from the court, his office merely giving him' the right to obtain such a grant of power from the court under certain circumstances. After appointment and while acting in the administration of an estate, his functions as the administrator of that particular estate are severable from his status as a public officer, although the two coexist. As the learned trial judge in this case observed :

“I do not see anything fundamentally inconsistent in regarding him so far forth as a functionary of the public, with the view that once he has taken charge of an estate and acquired by judicial grant in the particular case the right to administer it, he has ceased to be active primarily in a public capacity, but has become to all intents and purposes what he is by law, the personal representative of the decedent, for every administrator, executor or administrator with the will annexed is that, and there is a saying that ‘no man can serve two masters’. The fact that the public has a sufficient interest in preventing estates from being squandered and seeing that some orderly disposition is made of them, to provide such an officer and sees fit to pay the officer is one consideration. It does not alter the fact that in the essential nature of his duties the officer is the personal representative of the decedent. His governmental function, if such he has, is satisfied when he prevents the property from *338 being something merely abandoned or allowed to seek the attention of some chance custodian. The state is interested in seeing that such a situation shall not occur. Therefore, it has created this office, and that is the only legitimate reason why such an office exists, but it never was intended, apparently, to render the general course of administration anything different from that in the case of any other personal representative of the decedent, except as to the matter of oath, bond and qualifications generally.”

Regardless of what may be said of the legal status of a public administrator when appointed and acting in the handling of a private estate for the benefit of private persons interested therein, the function of his attorney in such an estate is private rather than governmental. The only interest the public has in such an estate, ordinarily, is the same interest it has in any estate, namely, that the same be handled in an orderly manner for the benefit of those interested therein. The only function of an attorney in such an estate is to take the matter through a state court in compliance with state laws regulating and providing an orderly procedure in conformity with the only interest^ which the public has. The work of such an attorney, if one is needed and employed, is neither for the county nor for the public administrator in his official capacity as such. It is for the public administrator in his capacity as the administrator of a private estate, as the personal representative of the deceased, and is primarily for the benefit of the private parties interested in the estate. The work of an attorney in such a case differs in no respect, material here, from similar work in any estate. The matter of providing attorneys for administrators has never been considered a governmental function.

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Bluebook (online)
36 P.2d 709, 1 Cal. App. 2d 334, 1934 Cal. App. LEXIS 1274, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whelan-v-bailey-calctapp-1934.