45 La. Ann. 556 | La. | 1893
The opinion of the court was delivered by
This case presents a controversy relative to the appointment of the public, administrator of the parish of Orleans to administer the succession of the deceased in the State of Louisiana.
The executor appointed by the proper court of the State of New York, where he resided at time of death, to administer his succession in that State, insists the appointment of the public administrator on the ground that he was, at date of application, in the actual possession of, and had dominion over, all the Louisiana assets of the succession of the deceased, with the sanction of the heirs and legatees thereof, and hence there was and is no necessity for an administration in Louisiana — there being no creditors thereof.
The controversy arose under the following circumstances, viz.: On the 24th of March, 1892, Alonzo O. Monson, of the State of New York, filed a petition in the Oivil District Court praying to have the will of the deceased registered, and himself appointed and confirmed as testamentary executor thereunder.
On the 25th of October, 1892 — -several months after the filing of the application — the public administrator claimed the administration of the Louisiana estate of Withers, on the ground that the aforesaid foreign executor had neither furnished, in the meanwhile, the bond required by law, nor caused an inventory to be taken.
The public administrator accompanied his petition for appointment, with a prayer for the appointment of an attorney for absent heirs, and for an inventory to be taken; and, accordingly, an attorney was appointed to represent the absent heirs, and an inventory was taken. Subsequently, Monson, executor, filed an opposition to the demands of the public administrator, coupled with the exceptions (1) that his appointment as executor cannot be'thus collaterally
The grounds of his opposition are that he was, as executor, dispensed from giving bond, and that inasmuch as Withers owned in Louisiana no property except shares of stock in corporations, the legal situs of which was, at death of defendant, in the State of New York, where he lived, no administration in Louisiana was necessary. He also made opposition to the appointment of an attorney to represent the absent heirs.
On the 9th of November, 1892, the attorney for absent heirs took a rule on Monson to have him divested of his testamentory exeeu - torship, on the ground that he had not furnished bond and security as required by law.
These several proceedings were cumulated for trial, and upon the trial judgment was pronounced as follows, to-wit: First, making absolute the rule of the attorney for absent heirs divesting the executor of his appointment; second, overruling the exceptions of the executor; and third, appointing the public administrator to administer the decedent’s succession in Louisiana.
It is from this judgment that the executor has appealed.
The pertinent facts necessary to be considered are as follows, viz.:
That in the petition of Monson it is alleged that the deceased left some property in the city of New Orleans and within the jurisdiction of the court, “ all of which is movable property subject to the laws of New York;” averring "that he can not administer said property without the authority of this court.” That the succession owes no debts in this State, and has in its possession no property claimed by other persons. That by an express provision of the will he is dispensed, as executor, from giving bond. Further, alleging the probate and registry of the will of the deceased in the proper court in the city and State of New York, his prayer is that the will be recognized and registered in the Civil District Court of Louisiana, and that letters testamentary issue to him.
Thereupon the court granted an order directing that the will be approved and registered, and that letters testamentary issue to Monson as testamentary executor of the deceased in this State — no mention being made in the petition, or order, in reference to bond.
The will provides that no bond or other security be required of
Fnder this order of court, and in pursuance of the provisions of the testament of the deceased, Monson qualified as testamentary executor of the deceased in Louisiana on the 24th of March, 1892, and upon the same date letters testamentary issued to him in pursuance of said appointment — but there was no mention .made of any bond having been either required or given.
The averments of the petition of the public administrator are, substantially, that Monson’s appointment was made subject to his fulfilling the requirements of the law, and that one of the essentials to the qualification of an executor residing out of'the State is the giving of such a bond as the law directs within ten days after his appointment; and that, inasmuch as Monson did not furnish bond within the time required,££ he vacated his appointment as executor, and a vacancy exists in the said trust.” That the heirs and legatees of the deceased are absent from “ and not represented in the State, and the succession of the deceased is vacant, and, under the law, petitioner, by virtue of his office, is entitled to be appointed dative testamentary executor.”
From an inventory taken in October, 1892, long subsequent to the appointment and qualification of Monson as executor, it appears that the assets of the succession of Withers in this State consisted of 5380 shares of the capital stock of the New Orleans Gas Light Company of the par value of $100 each, and that same was duly transferred to Mon-son, executor, under and in virtue of the order of appointment and upon the exhibition of his letters testamentary, as will appear from the books of transfer of said company, and as is further evidenced by the special authorization of the judge contemporaneous in date.
It further appears that in pursuance of, and in conformity with said order of court, all original certificates standing in the name of Withers were canceled on the books of the company on the 2d of April, 1892, and new certificates were issued on the same date to Monson, executor and trustee.
The only other asset of Withers"’ in the State of Louisiana was forty-four shares of the capital stock of the Metairie Oemetery Association of the par value of $100 each.
The averments of the rule of the attorney for absent heirs are tantamount to a repetition of the allegations made in the petition of the public administrator, and his prayer is to the effect that “the court should declare Monson divested of said executorship.”
This rule having been filed long subsequent to the issues being made up between the public administrator and executor, the latter excepted to and answered the same, and upon the grounds taken in his opposition.
This complicated and extended statement of fact leaves the ease standing upon the question of law propounded by the exceptions of the executor; and they, practically, involve but one proposition — for if the failure of Monson to furnish bond did not, ipso facto, vacate his trust as executor, as alleged by counsel for the public administrator, this is a collateral attack upon the order of court making his appointment; and if there is an existing administration of the succession of Withers in Louisiana that must be first terminated and decreed vacant by a judgment of court, certainly then the public administrator is without interest to demand the administration, at least until that is done.
And the facts recited clearly show that when the petition of the public administrator was filed in the Civil District Court Monson had ample and complete authority under the orders of that court to control and manage the assets of the succession of Withers in Louisiana, as its duly appointed and qualified and commissioned testamentary executor.
The provisions of law on which the public administration relies are as follows, viz:
“ Whenever the testamentary executor named in the will shall be present in the State, but be domiciled out of it, the judge shall only grant him the letter on the execution of his bond, with a good and solvent security for such a sum, and under such conditions as are required by law from dative testamentary executorsR. S., Sec. 1460.
We must, therefore, examine the provisions of R. C. C. 1132, in order to ascertain the precise conditions on which the bond of a curator depends.
It reads as follows, viz.: “ If any one, after having demanded and obtained the euratorship of a vacant succeésion or of absent heirs, permit ten days to elapse after his appointment without giving the security or special mortgage required by law the judge shall, on motion of the counsel of the absent heirs, duly notified to the curator, declare him divested of his euratorship, and shall forthwith and ex officio appoint a curator.”
These different articles must be interpreted together, and thus interpreting them, it becomes apparent that the failure to give bond does not operate the vacation of a testamentary executor’s trust ipso facto, but that action by the court is requisite, and a judgment of the court declaring him divested of his trust, on that ground, must be formally and after due proceedings and notice pronounced.
This theory is enforced by the provisions of the Revised Statutes, which declare,, viz.:
“Whenever the testamentary executor or any other administrator of a succession shall suffer ten days to elapse after his confirmation or appointment, without having either qualified or caused an inventory to be at least begun, the judge shall forthwith and ex officio appoint a successor in office, as if no such officer had been confirmed or appointed” (R. S., Secs. 11, 1110, 1468, 3699) — putting the judge’s power of appointment ex officio distinctly upon the ground that the person first appointed had neither qualified nor caused an inventory to be commenced within the ten days’ limit therein established.
It is true that similar provisions of the code puts the power of appointment ex officio of a successor on the ground that the first appointee had failed to furnish the security required (R. C. C. 1041), thus differing apparently from the quoted provision of the code and statutes. R. C. C. 1132; R. S., Secs. 11 and 1110.
But R. O. O. 1041 relates to legal successions (R. O. O. 877), and R. C. O. 1132 relates to vacant successions (R. O. O. 1095).
This analysis of the code and statutes appertaining to vacant successions makes it clear that a succession to which a testamentary
Such being the situation of the instant ease, it was necessary for the curator for absent heirs to have primarily instituted suit for the revocation of the order appointing Munson testamentary executor, to have caused him to be cited, and to have obtained a judgment decreeing his trust vacated, before the public administrator could apply for appointment as dative testamentary executor.
At the time of the public administrator’s application there was no vacancy for him to fill, no vacant estate for him to administer — the failure of the non-resident testamentary executor to furnish bond, not vacating his appointment ipso facto. Nor did the rule of the attorney for absent heirs mend the matter. He was appointed on the application of the public administrator, and as an incident of the administration that he proposed to inaugurate; and his claim to the administration being defeated at the threshold, that of the attorney for absent heirs necessarily passed out of court also.
The attorney for absent heirs could not stand alone, no administration having been commenced by the public administrator, and the heirs and legatees of Withers having joined the standard of Monson, and made resistance to the appointment of the public administrator, on the ground that the succession owed no debts, and there was no necessity for additional administration thereof.
Under the original act creating the office and defining the duties of public administrators, same were strictly limited to “intestate successions ” eo nomine (Sec. 1 of Act 87 of Ex. Ses. of 1870) ; but that section was so amended by Sec. 3 of the Act of 1877 as to confer upon those functionaries the right to administer “ all testate successions in the parish of Orleans when from any cause the executor can not discharge the duties of his ¡office,” and, in such case, the judge is authorized to appoint the public administrator dative testamentary executor. Sec. 3 of Act 74, Ex. Ses. of 1877.
The precise question here presented was examined and decided by this court, adversely to the contention of the public administrator, in Succession of Burnside, 34 An. 728, on full consideration of the provisions of the statutes above quoted, the court employing this language, to-wit:
The court then proceeded to say that the public administrator is not a functionary known to the civil law, and can “ only claim such rights as are clearly conferred on him by the legislation which created his office,” and, after reciting what that legislation was, they held as follows, to-wit:
“ If it be true that Oliver Beirne has not qualified according to law, has failed or even refused to have an inventory taken, he may be summoned on proper showing by parties in interest, such as heirs or creditors, or legatees. But no complaint is made by any such parties, and if they are satisfied with Beirne’s qualification or administration, of what concern is that to the public administrator? He has no authority in law to supervise the administration or settlement of successions, or the legality of the appointment of administrators, executors, or curators.
“ His power to act arises only in the cases provided by law, which created his office. The utility of his office arises only according to law, and his services are required only when a testate succession is not being administered at all. His office was intended to fill a vacancy, but he has no power to provoke a vacancy.
“Weknow of no law, and we have been referred to none, authorizing the public administrator to judicially seek to remove an executor or administrator.” Succession of Smith, 40 An. 105.
That doctrine is especially applicable and controlling in this case, and clearly shows the public administrator to be without right or authority, as he is without interest, to attempt to have Monson’s appointment as testamentary executor declared void, for the sole purpose of creating a vacancy which he might be appointed to fill— especially as there are no creditors, and the heirs and legatees of the deceased are resisting and opposing his demands and pretensions.
