20 Cal. 233 | Cal. | 1862
The complaint in this action sets forth that the Attorney General, in behalf of the People, has filed an information hi the same Court, asking for a decree, that the estate of the late David C. Broderick has escheated to the People of the State; that the Attorney General files this bill in equity, and seeks the aid of the equity powers of the Court in furtherance of the objects and purposes of said information ; that said Broderick died on the sixteenth day of September, 1859, intestate, leaving no heirs, representatives, or devisees, capable of inheriting any of Ms real or personal estate; that said Broderick left certam real and personal estate in the city and county of San Francisco, which has escheated to the State; that on the twentieth of February, 1860, the defendants presented a paper writing, purporting to be the last will and testament of said Broderick, to the Probate Court of the county of San Francisco for probate; that on the eighth day of October, 1860, a judgment or decree was entered by said Probate Court admitting such paper writing to probate as the last will and testament of said Broderick, and granting letters of administration with the will annexed to the defendants; that said paper writing, purporting to be the last will and testament of said Broderick, was a false and forged paper, and was fabricated, after the death of said Broderick, by certain persons with George Wilkes, whose name appears as the umversal devisee; that the defendant Butler caused false testimony to be used in procuring said decree of probate; that the defendants, as executors, have allowed certain debts against said estate, and have applied to the Probate Judge for leave to sell the real ¿estate to pay said debts, and a legacy to McGlynn, and that an order allowing such sale has been made, and the property advertised for sale, and that if such sale takes place to innocent purchasers, it will work irreparable injury to the plaintiffs, by causing a great number of
The answer of Me Glynn, among other things, on information and belief, denies that said Broderick died intestate, and avers that said paper writing was the genuine last will and testament of said Broderick, and that the devisee, George Wilkes, therein mentioned, is and was at the death of said Broderick a citizen of the United States, resident of the State of Rew York, and in every way caparble of inheriting and receiving as such devisee any of the real and personal property of the said estate, and denies that the said Butler, or any other person, caused any false testimony to be used in procuring said decree of probate.
It is not necessary to consider what is the proper effect, on an application for an injunction, of a complaint filed on behalf of the People without verification, or the effect of an answer in such a case denying the material averments on information and belief, because the facts on which our decision depends are not disputed, but are averred in the complaint, and are admitted and insisted upon in the answer. It is not claimed in the complaint but that the devisee named in the will is capable of taking and holding the estate, if the will is valid.
The purpose of this action is to aid the proceeding by informa
The fact that a will purporting to be the genuine will of Broderick, devising his estate to a devisee capable of inheriting and holding it, has been admitted to probate and established as a genuine will by the decree of a Probate Court having jurisdiction of the case, renders it necessary to decide whether that decree, and the will established by it, or either of them, can be set aside and vacated by the judgment of any other Court. If it shall be found I that the decree of the Probate Court, not reversed by the appellate Court, is final and conclusive, and not liable to be vacated or questioned by any other Court, either incidentally or by any direct jnoceeding, for the purpose of impeaching it, and that so long as the probate stands the will must be recognized and admitted in all Courts to be valid, then it will be immaterial and useless to inquire whether the will in question was in fact genuine or forged. /
The magnitude of the estate in litigation naturally awakens un- \ usual attention, and prompts the inquiry whether so serious a ques- I tion as the truth or falsity of this will can be forever settled by the \ simple decision of one Court, and that a Court which, for most pur- 1 poses, is not of the highest jurisdiction; and whether, if such be I the case, it is owing to any defect in judicial proceedings peculiar I to this State or .to this country. In view of the interest in this question excited by this case, it is not inappropriate to say that the laws of this State upon this subject are in no respect peculiar or singular; and the decision of this question by this Court must be in conformity with, and controlled by, the uniform decisions of the
In England, the probate of wills of personal estate belongs to the Ecclesiastical Courts. Eo probate of a will relating to real estate is there necessary. The real estate, upon the death of the party seized, passes immediately to the devisee under the will, if there be one; or if there be no will, to the heir at law. The person who thus becomes entitled takes possession. If one person claims to be the owner under a will, and another denies the validity of the will and claims to be the owner as hem at law, an action of ejectment is brought against the party who may be in possession by the adverse claimant; and on the trial of such an action, the validity of the will is contested, and evidence may be given by the respective parties as to the capacity of the testator to make a will, or as to any fraud practiced upon him, or as to the actual execution of it, or as to any other circumstance affecting its character as a valid devise of the real estate in dispute. The decision upon the validity of the will in such action becomes res judicata, and is binding and conclusive upon the parties to that action and upon any person who may subsequently acquire the title from either of those parties; but the decision has no effect upon other parties, and does not settle what may be called the status or character of the will, leaving it subject to be enforced as a valid will, or defeated as invalid, whenever other parties may have a contest depending upon it. A probate of a will of personal property, on the contrary, is a judicial determination of the character of the will itself. It does not necessarily or ordinarily arise from any controversy between adverse claimants, but is necessary in order to authorize a disposition of the personal estate in pursuance of its provisions. In case of any controversy between adverse claimants of the personal estate, the probate is given in evidence and is binding upon the parties, who are not at liberty to introduce any other evidence as to the validity of the will.
In this condition of the law as to the mode of proving wills in England, a vast number of cases have arisen, in which applications have been made to the Court of Chancery to set aside wills upon the ground that they were obtained by fraud. These applications have been made upon the maxim that fraud is a peculiar object
Courts of Chancery, in their efforts to defeat fraudulent practices, Jhave in some cases deprived parties of the benefit of the fraudulent |will by decreeing that such parties shall hold the property under ¡'the will in trust for the parties who would have been entitled to it if such will had not been probated. In such cases, however, they have disclaimed any power to set aside the will or the probate, and the resort to this circuitous mode of defeating a fraud but the more
In the United States, the probating of wills is regulated in most States, and probably in all, by statutes in which the power to probate wills is conferred upon a special Court, a Probate or Surrogate Court, corresponding in this respect to the Ecclesiastical Courts of England. In some of the States, following the English system, the power to probate is only given in cases of wills of personal estate, leaving wills of real estate to be proved on the trial of any particular action depending upon it. In others, the power to probate is extended to both kinds of wills, but making it conclusive only in cases of wills of personal property, and onlj prima facie evidence, and liable to be disproved on trials of cases depending upon wills of real estate. In others, the power to probate applies to wills of both kinds, and the same conclusive effect is given to the probate in both cases.
Upon examining the decisions of the Supreme Court of the United States, and of the Courts of the several States, it will be found that they have uniformly held that the principles established in England apply and govern the cases arising under the probate laws of this country; and that in the United States, wherever the power to probate a will is given to a Probate or Surrogate’s Court, the decree of such Court is final and conclusive, and not subject, except on an appeal to a higher Court, to be questioned in any other Court, or be set aside or vacated by the Court of Chancery on any ground.
In the case of (Gaines v. Chew, (2 How. U. S. Rep. 645) the Court say: “In cases of fraud, equity has a concurrent jurisdiction with a Court of Law, but in regard to a will charged to have been obtained through fraud, this rule does not hold. It may be difficult to assign any satisfactory reason for this exception. That exclusive jurisdiction over the probate of wills is vested in another tribunal, is the only one that can be given.” In the case of Thompkins v. Thompkins, (1 Story’s Rep. 547) Judge Story, in speaking of the law of England, says: “ The validity of wills of real estate is solely cognizable by Courts of Common Law in the ordinary forms of
In the case of Adams v. De Cook, (1 McAllister, 253) the Court
The cases above cited have been selected from a great body of cases of like import, because, while showing the conformity of our laws with those of England, as to the conclusiveness of probate decrees, they also show the reason why they are conclusive, not only upon the parties who may be before the Court, but upon all other persons and upon all Courts; and that is, that it is not a proceeding to decide a contest between parties, but a proceeding in rem, to determine the character and validity of an instrument affecting the title to properly, and which it is necessary for the repose of society should be definitely settled by one judgment, and not left to be buffeted about by different, and possibly conflicting, judgments of various Courts.
In the State of California, the jurisdiction of the Probate Court is the same in regard to wills of real estate as to wills of personal estate.
The argument is strongly urged, that it will give great encouragement to fraudulent practices, and in many cases lead to the despoiling of rightful hens of then inheritance, if the decision of the Probate Court is not subject to be set aside by the Court of Chancery, on allegations of fraud. This consideration has not escaped the attention of the Legislature of this and other States, and laws have been passed to obviate this danger, so far as seemed practicable, without on the other hand exposing persons innocently dealing with estates of deceased persons to be harassed by subsequently discovered frauds. Hence, a period is provided in some States, and probably in all, in which, after judgment is pronounced, parties interested may have the decree opened, and the question of the validity of the will reexamined. This time varies in different States. We learn from some of the cases cited, that in Virginia it
This review of the cases decided in England and in the United States, establishes that it is a perfectly settled doctrine that the decision of the Court to which the proof of wills is confided, whether of real or personal estate, is conclusive upon the question of the validity or invalidity of the will; that this decision cannot be questioned collaterally in any other Court; and that it cannot be reviewed or set aside by the Court of Chancery on an allegation of fraud, or on any other ground.
The only decision in our own State directly upon the subject is in consonance with those of other States. In the case of Castro v. Richardson, (18 Cal. 478) the Court say: “ The Court of Probate have exclusive jurisdiction of matters relating to the proof of wills; and before a will can be read in evidence in support of a title under it, the party seeking to introduce it must show that it has been regularly admitted to probate. 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 Courts. Ample provision is made for determining controversies arising in the course of then.’ proceedings ; and in rejecting a will or admitting it to probate they act judicially, and their acts possess conclusive force.”
Although the prayer of the complaint in this action asks a decree that the will in question be declared a forgery and of no effect, yet a distinction is claimed to exist as to the power of a Court of
It is said that the period of one year fixed for persons interested to have the probate of a Avill opened and reconsidered, is a limitation Avhich does not run against the State. It is not important to decide this; because, if it could be considered in that light, the only effect Avould be to authorize the State, to institute such proceedings in the Probate Court, not to confer jurisdiction upon the District Court, and no wish or purpose to institute such a proceeding is suggested in this case.
This case comes before us on an appeal from an order alloAving an injunction. The Court beloAV, after considering to some extent, but Avithout deciding, Avhether a District Court has jurisdiction to set aside the probate of a Avill, or to declare a Avill void, states that it has poAver to protect property by injunction pending another litigation ; and the injunction in this case appears to have been granted solely on this ground of jurisdiction, in order to prevent a dissipation of the property pending the litigation on the information for an escheat. But it is ahvays an absolute objection to the alloAvance of an injunction, for the purpose of protecting property during a litigation, that the complaint shows that the party seeking the injunction has no title to or interest in the property, and no claim to the ultimate relief sought by the litigation; in other words, that the complaint shoAVS no equity. This complaint sIioays affirmatively and distinctly that a will has been in due form admitted to probate, by Avhich the property in question is devised to a person whom it is not denied is capable of taking and holding it. If, as we have concluded, the District Court has no power to set aside that probate and Avill, or to disregard the probate and investigate the validity of the will on the trial of the information, then the existence of that probate, and the will established by it, is a bar to the ultimate relief sought in this action, and by the information to which this action is auxiliary, and as a consequence, precludes all reason or object for an injunction, and Avith it the right to one.
The order appealed from must, therefore, be reversed, and the injunction dissolved.
On petition for a rehearing, Norton, J. delivered the following opinion—Field, C. J. and Cope, J. concurring.
A petition for rehearing has been presented in this case, principally for the purpose of obtaining a decision upon the point whether the State can contest before the Probate Court the probate or the validity of the will after the expiration of one year from such probate. We do not think it would be proper for us tó express an opinion upon this point in this case. Our opinion upon that point, whatever it might be, could have no effect in determining the case before us. Where a case is sent back for a new trial, it may be appropriate, though not strictly necessary for the decision of the question of a new trial, to give an opinion upon points that will arise in the Court below, and must be decided to finally terminate the case. But where such an opinion could have no effect upon the case in any stage of it, and was not necessary for our decision, its expression would have been not only superfluous, but, as we think, injudicious. It is doubtful if such an opinion would control the action of another tribunal in another case, or be operative as a judgment in our own Court. The law upon a question does not become settled by the mere opinion of Judges unnecessarily expressed, but only by a decision of the point when being the ground, or at least one of the grounds, of a judgment.
These reflections are also applicable to another point upon which a decision is asked, to wit: Whether the Law of 1862, giving jurisdiction to the District Courts to set aside a will and the probate
Another point, whether, under the effect of the Law of April 19th, 1856, relative to escheated estates, the State was prevented from proceeding for an escheat before the lapse of five years, might in one aspect of the case have been considered by us, but its decision in favor of the plaintiff would not have obviated the necessity of the decision we did make, nor do we see that its decision now would have the effect to end the litigation in this case.
Rehearing denied.