Court Opinion

ID: 5446419
Source: CourtListenerOpinion
Date Created: 2022-01-08 18:11:31.098083+00
Date Added: 2024-06-11T08:32:12.338209
License: Public Domain

De Haven, J.,
concurred in the foregoing opinion of the Chief Justice.
The following are the opinions above referred to rendered in Department One on the 16th of September, 1891: —
Gaboutte, J.
Plaintiffs are the daughter and children of another daughter of A. M. Pattison, deceased, and the defendants are the widow and son of said deceased.
This was an action to cancel and annul certain deeds, to wit:
1. A deed executed by A. M. Pattison (now deceased) to J. H. W. Pattison, except as to two certain lots in the Orchard tract.
2. A deed executed by defendant, J. H. W. Pattison and wife, to defendant, Mary Pattison, widow of A. M. Pattison, deceased.
3. A deed executed by Mary Pattison, widow, to J. H. W. Pattison. In addition to the foregoing, plaintiffs also asked that the property belonging to A. M. Pattison, at the time of his death, be declared vested in the plaintiffs and defendants as follows: “That said Mary Pattison, widow, shall have a life estate therein, and after her death that the same shall vest in the children of herself and said deceased in equal undivided one-third interests.” There is other relief prayed for, concerning an accounting for moneys of the said deceased, held by J. H. W. Pattison, unnecessary to mention in detail.
Among other matters the complaint alleges: “That A. M. Pattison died April 5, 1885, a resident of Los Angeles County, California, and plaintiffs and defendants are his heirs-at-law; that upon the 4th of March, 1885, said Pattison was seized in fee of valuable real estate in Los Angeles City and in Carthage, Missouri; that on the fifth day of September, 1884, said Pattison made a will, by which all of his property was left to his widow for life, and after her death to pass in three equal shares, one to plaintiff McDaniel, one to plaintiffs, the children of a de*95ceased daughter, and the third to defendant, J. H. W. Pattison; that said will was his last will and testament, was unrevoked at the time of his death, and has not been probated, but was fraudulently destroyed or suppressed by defendant, J. H. W. Pattison ; that upon the fourth day of March, 1885, said deceased made a deed to defendant, J. H. W. Pattison, conveying two lots in the Orchard tract, and said defendant fraudulently altered said deed so as to include all the real estate of his father, said Pattison, deceased, both in Missouri and California; that afterward said defendant, Pattison, made a deed to his mother, defendant Mary Pattison, purporting to convey all of the property fraudulently inserted in the said prior deed, and that subsequent thereto the mother, Mary Pattison, made a deed purporting to convey a portion of said property back to her sou, the said defendant; that the said mother was old and feeble, under the influence of her son, and that these deeds were altered, made, and procured to be made by said son, J. H. W. Pattison, for the purpose of defrauding plaintiffs; that said defendant has taken possession of six thousand dollars in money of the estate and has made no account thereof,” etc. The defendants jointly answer and deny the allegations of the complaint,'especially those pertaining to the alleged fraud of the defendant, J. H. W. Pattison. Judgment was rendered for the plaintiffs as prayed for, and this is an appeal from that judgment and the order denying defendants5 motion for a new trial.
We have in the complaint in this case, an allegation that plaintiffs are heirs-at-law of the deceased Pattison, and also, the further allegation, that they are devisees under an unprobated, fraudulently destroyed last will and testament. Plaintiffs appear to have relied chiefly upon their standing as devisees under this alleged will, rather than as heirs-at-law, and it is from this position that the trial court viewed the action, for we find its decree vesting title to the property of A. M. Pattison, deceased, according to the alleged provisions of the will.
Counsel for appellants, with great vigor and learning, assail the jurisdiction of the court to hear and determine the matters involved herein, “insisting that an adjudication of such matters necessaril}r involves the probate of a will and distribution thereunder; that the trial court did in fact probate the will, and *96according to its provisions decreed title thereunder; that these are matters solely and exclusively within the jurisdiction of the superior court as a court of probate, and that a court of equity had no jurisdiction whatever to adjudicate upon them.” Respondents insist “ that this action is not brought for the purpose of probating a will; that is a matter, while necessary for the determination of the case, merely incidental to the main relief sought, to wit, the annulment of certain deeds and a decree quieting title. They insist that an heir has fraudulently destroyed or suppressed a will and fabricated a deed, and thereby made it appear that the testator has conveyed to him all the property lie had in the world; that owing to the peculiar facts of this case, as disclosed by the evidence, it is impossible that this destroyed will could ever be proved in the probate court; that the title of these plaintiffs, as devisees, vested immediately upon the death of the testator and without the probate of the will, and when the defendant, J. H. W. Pattison, by fraud, attempts to deprive them of it, under the circumstances as here disclosed, a court of equity has jurisdiction to administer relief.” Thus it will be seen that the jurisdiction of a court of equity to hear and determine these matters is the pivotal point in the case.
While there was no demurrer filed to the complaint, yet appel-. lants insist that plaintiffs do not state a cause of action, and that therefore the decree has not sufficient support upon which to stand. The evidence is much broader than the pleading, and conditions often arise where an inherently defective pleading maybe cured by the evidence and findings of the court, but such is not the present case, for the findings of fact follow the pleading rather than the evidence. Plaintiffs rely upon their status as devisees under the will of A. M. Pattison, deceased, for the right to maintain this action. Their title to the realty, their right of action, the relief demanded and decreed are all based by the complaint and judgment upon the alleged will; yet the complaint alleges that the will was not probated, neither does it give any reason or excuse why probate had not been had. To be sure, it states that defendant, J. H. W. Pattison, had destroyed and suppressed it, but that adds no weight to their position, for the law expressly provides for the probating of lost *97aud destroyed wills. (Sec. 1338, etc., Code Civ. Proc.) In Wood v. Mathews, 53 Ala. 1, it was decided that “courts of law and equity in this country will not take cognizance of testamentary papers, or of the rights dependent on them until after proper probate.” And, again, the court said: “ The law of this state confers upon the courts of probate original and exclusive jurisdiction, not only of the probate of wills of personality, but of realty, aud the only evidence of the existence of such will, which can be received in any other forum, is the sentence of that court declaring its authenticity and validity.” In Shepherd v. Nabors, 6 Ala. 637, the question presented was whether the legatee of personal property could recover it at law until the will had been admitted to probate in the proper forum. The court quoted approvingly the following declaration of Lord Kenyon, in Rex v. Inhabitants of Nethersal, 4 Term Pep. 258: “We cannot receive any other evidence of their being a will in this case than such as would be sufficient in all other cases where titles are derived under a will, and nothing but the probate or letters of administration with the will annexed are legal evidence of the will in all cases of personality.” To the same effect is Armstrong v. Lear, 12 Wheat, 169; Campbell v. Sheldon, 13 Pick. 22; Fotheree v. Lawrence, 30 Miss, 416; Olney v. Angel, 5 R. I. 198; 73 Am. Dec. 62.
In the case of Castro v. Richardson, 18 Cal. 480, this court said: “ We understand it to be the settled doctrine of the courts of this country, that where the proceedings in probate are conclusive of the validity or the invalidity of the will, it cannot be received in evidence to maintain a title founded upon it, until it has been admitted to probate.” And again: “It is unnecessary for us to accumulate authorities upon this subject; there is no doubt that this is the prevailing doctrine wherever similar statutes exist aud the matter has undergone consideration by the court.” That case was an action of ejectment, and one of the links relied upon by plaintiff in setting out his chain of title was an unprobated will, aud this court said: “ The facts stated in the complaint do not make out a title in the plaintiff,” and the judgment was reversed. By the same line of reasoning how can it be said that plaintiffs, as devisees under an unprobated, destroyed will, have such title to realty as to maintain an action *98to set aside and cancel deeds to such realty upon the grounds of fraud? Their title rests upon this alleged unprobated will — a will that has been fraudulently destroyed, a fact in itself that weakens their position, for the difficulties arising in establishing its probate are largely increased. It is plaintiffs’ muniment of title, yet until stamped as genuine by the seal of the proper tribunal, it cannot be received in evidence in other courts, and no rights can be asserted under it. Of itself, it can have no more effect in transferring or vesting title than a deed without delivery. Conceding it would fortify plaintiffs’ position if facts were stated in their complaint showing why this will has not been probated, and why it cannot be probated by the regular course of proceeding in the tribunal established for such purposes, yet they have entirely failed so to do.
Respondents’ counsel insist that even if they have not shown a right of action as devisees, yet they have alleged themselves to be heirs-at-law, and are therefore entitled to maintain the action in that capacity. In this case the coincidence arises that the heirs-at-law and devisees under the will are identical, still it does not follow if the will under which they claim to hold as devisees has not been probated, that they have any rights to the testator’s property as heirs-at-law. Plaintiffs allege that they are devisees under an unprobated will; if it had been a probated will, their position as heirs-at-law would have had no value whatever, and the fact that it has not been probated does not add strength to their position. As against the pleader we assume this document to be a valid genuine will, which would be probated in the regular way if presented to the probate court, and until presented and probate rejected, these plaintiffs, as heirs-at-law, have no rights in the property which can be maintained either in courts of law or equitjr. We conclude, therefore, that the complaint does not state a cause of action, and, consequently, the decree has no sufficient support.
Inasmuch as if the case were reversed solely upon the foregoing ground, it would be remanded to the lower court for a new trial, with permission to the plaintiffs to amend their pleading, if they deemed such course advisable, we feel constrained to take a broader view of this question and determine whether a court of equity, under any state of facts, and especially under *99the state of facts as developed by the evidence in this case, viewed by the light of the laws of California, has jurisdiction to set up and prove a will either directly or as incidental to other relief sought. The authorities already cited and principles announced oppose such doctrine, but let us look further. The right of jurisdiction in this case rests upon the following facts, which respondents insist are disclosed by the evidence: That A. M. Pattison died leaving a last will and testament; that defendant, J. H. W. Pattison, a son, in pursuance of a scheme to defraud plaintiffs of their interest in the property as devisees, after his father’s death, destroyed the will; that in furtherance of this scheme he made false deeds to himself of the property, and procured by undue influence his mother, who was old and feeble, to make certain other deeds therefor; that the aforesaid will has not been probated, and cannot be probated in the regular channel, as there are only two persons acquainted with its provisions, and one of these is the defendant in fraud, who will not testify truthfully thereto, the statute requiring that its provisions be proven by the evidence of two credible witnesses. It appears from the foregoing that the plaintiffs are in a very unfortunate position, and that the defendant, J. H. W. Pattison, is a very bad man; yet, is this the proper proceeding in the proper court to right these wrongs and punish the offender?
We do not see how this action can be maintained even under the facts claimed. In this state the provisions of the code form a complete and perfect system in relation to the probate of wills, Avhether those wills are in existence, or lost or destroyed. In the Broderick Will Case, found in 21 Wall. 517, the supreme court of the United States, in speaking of the law of California relating to probate of wills, said: “In view of these provisions it is difficult to conceive of a more complete and effective probate jurisdiction, or one better calculated to attain the ends of justice and truth.” In note 3 to section 1158 of Pomeroy’s Equity Jurisprudence, the author says: “ On the contrary, the doctrine seems to be general, if not universal, throughout the states, that a court of equity will not recognize nor act upon a will of laud or of personal property until it has been admitted to probate.” The case of Gaines v. Chew, 2 How. U. S. 619, a leading case upon this question, declares, that *100before any title could be set up under the will, it must be probated in the probate court, holding that in Louisiana the probate court had exclusive jurisdiction of those matters. In the opinion Justice McLean suggested that if all other remedies failed, “It might be a matter of grave consideration whether the inherent powers of a court of chancery might not afford a remedy, when the right was clear, by establishing the will of 1813.” In the Broderick Will Case, 21 Wall. 503, referring to this language, the supreme court of the United States said: “Of course the latter expressions were obiter dicta and can scarcely be said to have the support of any well considered case.” And again, the court say in the same case, referring to the law of this state: “On the establishment or non-establishment of the ■will depended the entire right of the parties; and that was a question entirely and exclusively within the jurisdiction of the probate court. In such a case a court of equity will not interfere, for it has no jurisdiction to do so. The probate court was fully competent to afford adequate relief.” The cause at bar is in the nature of an action to quiet title, yet in Pomeroy’s Equity Jurisprudence, section 1158, the author says: “The rule is settled in England that a devisee in possession is entitled at any time to maintain a suit against the heir-at-law of the testator, for the purpose of establishing the will, .... although the will creates no trusts but gives the devisee a purely legal estate, and although it is not necessary to administer the estate under the directiou of the court of chancery.....In both instances the suit is in the nature of a bill to quiet title. For obvious reasons no such jurisdiction probably exists in any of the states, certainly not in the great majority of them.” In the case of Morningstar v. Selby, 15 Ohio, 345; 45 Am. Dec. 579, in which state the court of common pleas answers to our superior court, having both an equity and probate department, it was attempted to probate a fraudulently destroyed will upon the equity side of the court, there being no statutory provision, as in this state, providing for probate of lost and destroyed Avills. After an exhaustive examination of the law upon the question the court said: “ Those authorities carefully examined will show that a court of chancery has no inherent power either in England or America to establish a lost will,” and under *101the provisions of a constitution very similar in these respects to ours, held, that the probate court had exclusive jurisdiction of all matters pertaining to probate proceedings, and denied the application.
This is the first instance arising in this state where it has been sought to prove a will otherwise than by a decree oí the probate court, and to that extent we move on untrodden ground. The fact that this will has been suppressed or destroyed in fraud rather than lost through accident or mistake, does not affect the question of jurisdiction. No such distinction is recognized by the provision of the Code of Civil Procedure, and fraud, accident, and mistake demand equal attention when knocking at the doors of a court of equity. In Rosenberg v. Frank, 58 Cal. 403, it was decided that as to the probate of a will, the jurisdiction of the probate court is exclusive. At the same time in that case a divided court held that a court of equity had jurisdiction to construe a will, thereby encroaching upon the jurisdiction of the probate court to an extent not equaled in any other decision found in the reports of this state. We might add, the correctness of the law there found, as to the jurisdiction of a court of equity to construe a will under the laws of this state, is not only doubted, but the effect of the decision is very much limited in Siddall v. Harrison, 73 Cal. 562, The principles laid down and reasoning had in Morningstar v. Selby, 15 Ohio, 345; 45 Am. Dec. 579, and cases there cited, also militate strongly against the doctrine. In the Matter of Will of Bowen, 34 Cal. 689, in speaking of the provision of our former constitution, the court said: “ This is a comprehensive grant of probate jurisdiction, and as there is nothing in the article granting concurrent jurisdiction, the grant to the probate court must be held exclusive.” In Castro y. Richardson, previously cited, the court said, in speaking of probate of wills s “ It was intended that the mode of proof pointed out by the statute should be uniformly pursued, and to give effect to that intention, it is necessary to maintain the exclusive authority of the probate court.” In State v. McGlynn, 20 Cal. 271; 81 Am. Dec. 118, the court in speaking of decrees in the matter of probate of wills, said: “ It is necessary for the repose of society that it should be definitely settled by one judgment, and not be *102left to be buffeted about by different and possibly conflicting judgments of different courts.”
Respondents’ counsel insist that the decree in this case simply probates the will for the purposes of this case, and as incidental to the main relief sought, yet if the probate court has exclusive jurisdiction of the matter, and the will has no life until probated, the- decree would pro tanto repeal those principles of law. The conflict is irreconcilable and the decree must fall.
It is quite evident that if a court of chancery cannot entertain direct jurisdiction to establish a will, it can possess no jurisdiction to do so as incident to jurisdiction over other matters. Such a course would lead to grave complications, would destroy the uniformity contemplated in the mode and manner of proof, and would be opposed to the system established by the constitution and statutory laws of California. Counsel further insist that as the will has been destroyed, and as they are unable to prove its contents by two witnesses as required by section 1339 of the Code of Civil Procedure, and for that reason have no standing in the probate court, the court of chancery should take jurisdiction and admit it to probate. Conceding the jurisdiction of such court, we are not prepared to say the rule of evidence would not be the same, for if it were otherwise the safeguard thrown around the rights of heirs would be lost and the statute rendered entirely nugatory. But the court has no such jurisdiction, a judgment of probate being a judgment to rem, a judgment binding every one who has any interest, it is of the soundest policy that one tribunal should have vested in it exclusive power to hear and determine, no matter what may be the nature or character of the will, and no matter what may be its situation or condition. Such, undoubtedly, was the end and object sought to be attaiued by the framers of our law in the enactment of a full, complete, and comprehensive probate procedure. Respondent has cited many cases holding that the fraud of the spoliator affords ground for the intervention of a court of equity, but we do hot think they are the better authority, and the weight of authority is the other way. But whatever may be the conflict in decisions of courts of other states, we think the doctrine contended for has no sufficient support in this state, and is opposed to the spirit of her jurisprudence upon *103probate matters. The law in this state does not look that way.
Let the judgment and order denying a new trial be reversed and the cause remanded.
Harrison, J., concurred.
Paterson, J.
I concur. If the plaintiffs were heirs-at-law, I think they could maintain an action to set aside the deed under section 1452 of the Code of Civil Procedure. From their own showing, however, they are not lieirs-at-law, but devisees, and until the will has been probated, and their status as devisees has been judicially fixed by the probate of the will, they cannot maintain an action. It is alleged in the complaint that the will was “ fraudulently destroyed, or concealed, or suppressed, and was never admitted to probate or filed in the court, and is now in the control of said J. H. W. Pattison, unless the same has been destroyed by him.” The finding of the court is in the same disjunctive, equivocal form. It may be that on petition for letters the defendant will produce the will. It does not appear that any attempt has been made to secure its production, and, taking the pleadings most strongly against the pleader, we must assume that it can be produced.