Opinion
No. 1518.
January Term, 1898.
APPEAL from the District Court of the State of Nevada, Washoe county; C. E. Mack, District Judge:
Administration of the estate of M. D. Foley, deceased. Petition of Mrs. Oscar J. Smith, former widow, for a partial distribution. John D. Foley and others, brothers, sister and mother of decedent, answered and prayed for distribution as grantees of the widow. From a decree of distribution, the petitioner appeals. Reversed.
Thomas Wren, also for Appellant:
VIII. In probate proceedings the district courts have no jurisdiction except that specially conferred by statute. No one not an heir, devisee or legatee can make an application under the statute for a partial distribution of an estate. (Lucich v. Medin, 3 Nev. 99; Folsom v. Douglass, 21 Nev. 447; Gen. Stats. 2919.)
IX. It is only upon the final settlement of the accounts of executors or administrators, or subsequent thereto, that the grantee of an heir, devisee or legatee, or the executor or administrator, are authorized to apply for the distribution of an estate. (Gen. Stats. 2927.) Upon the application of an heir, devisee or legatee for the partial distribution of an estate, the executor or administrator, or any person interested in the estate, may appear and resist the application, or any other heir, devisee or legatee may make similar application. (Gen. Stats. 2921.) Upon an application for final distribution, no such provision as the one last above cited is made or required. If at the hearing for a partial distribution, if the estate is found to be little indebted, and that the share of the applicant may be allowed to him or her without injury to the creditors of the estate, the court may-make a decree in conformity with the prayer of the applicant or applicants. (Gen. Stats. 2922.) The decree may order the executor or administrator to deliver to the heir, devisee or legatee the whole of the estate to which he may be entitled or only to a portion thereof. (Gen. Stats. 2923.) The court, upon a final distribution, is authorized and directed to name the persons entitled to the estate and the proportions or parts to which each shall be entitled, and such persons may demand and recover their share. (Gen. Stats. 2928.)
X. It only requires a cursory examination of the sections of the act cited to see that those in relation to a partial distribution are only intended for the benefit of heirs, devisees and legatees, and only to a limited extent for their benefit. In order to make the proper decree, the court must determine, first, who are the heirs, devisees or legatees; second, whether any share of the. estate can be distributed without injury to the creditors of the estate; evidently it is the intention of the statute to give the court a large discretion in determining whether any portion of the estate should be distributed or not. In exercising this discretion, the court should use great caution, and no doubt would be justified, and it would be the duty of the court, to refuse to distribute any portion of the property of an estate, the title to which was in dispute, until final distribution.
XI. It is clear, from the sections of the statute cited in reference to partial distribution, that the court had no jurisdiction to decree a partial distribution to any one not an heir, devisee or legatee, and only to such heir, devisee or legatee, upon application therefor. The respondents opposed a partial distribution to the appellant, and did not ask for a partial distribution to themselves, nor any distribution until the debts were paid. The court, therefore, had no statutory authority to make a decree distributing any portion of the estate to the respondents. (Gen. Stats. 2919, 2921.)
XII. Section 2981, General Statutes of Nevada, provides: Clause "Second — If he or she shall leave no issue, the estate shall go in equal shares to the surviving husband or wife, and to the intestate's father." The phraseology of clause second, section 2981, it will be seen differs entirely from the preceeding and succeeding clauses. Clause first reads: "If there be a surviving husband or wife and only one child," etc. Clause second reads: "If he or she shall leave no issue," etc. The difference of the phraseology is so obvious that it is unnecessary to further point it out, and the different construction to be placed upon the language is equally plain. At the time of the death of the decedent his father was also dead, but is the inheritance of the wife, provided for by the clause cited, on that account to be defeated? Or, is the court to carry out the manifest intention of the legislature to give the surviving wife one-half of the separate property where the husband dies without issue? The policy adopted and prevailing in this state — a policy that has been growing and strengthening for years — is not only to give the wife, where the husband dies without issue, the larger part of the estate, but this policy has finally culminated in a law under this state of facts, giving the surviving wife the entire estate.
R. R. Bigelow, Geo. W. Baker and T. V. Julien, for Respondents:
I. Upon the petition, the court had jurisdiction to distribute the estate and to decide all questions necessary to be decided to enable it to make such distribution. When the applications were made the probate act of 1861 was in force, so, as to this question, we must be guided by its provisions. Gen. Stats. 2919, provides that any legatee or devisee may ask that his share of the estate be given to him upon his giving bonds. Mrs. Smith presented such a petition, and due notices were given as required by section 2920. Section 2921 provides: "The executor or administrator, or any person interested in the estate, may appear and resist the application, or any other heir, devisee or legatee may make a similar application for himself." Under these sections, whether the district court, when sitting in probate, be regarded as a court of general or limited jurisdiction, it is entirely clear that the court did have jurisdiction to deal with the whole of this estate, and to order distribution, at least of some parts of it.
II. Mrs. Smith was asking to have probably four-fifths of the estate distributed to herself. She based her right to it upon two propositions: First, that a large portion of it was community property, which belongs to her as surviving wife, and, secondly, that under the agreement of September 17, 1894, which was set up, she was entitled to one-half of the separate property. When such application is made, section 2921 provides, as above stated, that "any person interested in the estate may appear and resist the application, or any other heir, devisee or legatee may make a similar application for himself." Beyond the question, the eastern heirs were "persons interested in the estate." They were interested in it as heirs, and, secondly, under their agreement with Mrs. Smith.
III. In both characters they had the right to resist her application, for she was asking for the distribution to her of portions of the estate belonging to them both as heirs and under the agreement. Had they failed to do so, at least a portion of the property claimed by them would have been distributed to her. When the statute says that any person interested may appear and resist the application for distribution, it means, of course, not merely that they may make an idle resistance, but that their resistance shall prevent the distribution to the applicant of the property in which they are so interested. Then, in addition, as heirs, the statute especially authorizes them to ask for distribution to themselves.
IV. They did both. They resisted her application, and they asked for distribution to themselves. That they had a right to do this under the statute is, it seems to me, absolutely clear. But, notwithstanding it must be admitted that the court did have jurisdiction of this contract to the extent at least of preventing Mrs. Smith from getting the portion of the estate belonging to the others as heirs and under the contract, it is claimed that it had no right to go further and distribute to them the portion of the property so found to belong to them. That is, the court could pass on the whole question — it might and must determine whether that contract gave them any right in the portion of the estate which Mrs. Smith was asking to have distributed to her — but after trying this question for days and weeks and deciding it, as it must, it could not take the next step and distribute it to the rightful owners. Such a view is not one to be commended on account of its broadness. It looks very much like what we now call sticking in the bark and what my Lord Coke would have called an adherence to the letter which killeth the spirit of the instrument.
V. The district court in probate matters, the same as in actions at law or in equity, is a court of general jurisdiction. But the whole argument against the jurisdiction of the court is based upon the theory that as to probate matters our district court is a court of limited and special jurisdiction. Section 6 of article VI of the Constitution of Nevada, conferring jurisdiction upon the district courts, provides that "the district courts in the several judicial districts of this state shall have original jurisdiction in all cases * * * relating to the estates of deceased persons." By this provision the court is vested with the same jurisdiction over the estates of deceased persons that it has over any other kind of a case — the same jurisdiction that it has over cases at law or in equity. This jurisdiction comes from the constitution, and not from the statutes. While its exercise may be regulated by statutes, no statute is needed to confer it, nor can it be limited by statutes. If, as to probate matters, our district court is one of limited and inferior jurisdiction, then it is a court of limited and inferior jurisdiction as to common law matters and actions in equity, for jurisdiction as to all of them is conferred in the same manner and by the same language.
VI. Whenever, without words of limitation, probate jurisdiction is conferred upon a court of general jurisdiction, the court has jurisdiction over such matters, and over every part thereof, as fully as it has over any other action or proceeding. The distinction between the jurisdiction now exercised by the district court in probate matters, and that formerly exercised by probate courts as such, is quite clearly stated in Burris v. Kennedy, 108 Cal. 331, 41 Pac. 458. In re Burton, 93 Cal. 459, 29 Pac. Rep. 36, also covers the same proposition; also, Pennie v. Ranch, 94 Cal. 521. The same question rose in Brooks v. Chapelle, 34 Wis. 405-411.
VII. In re Painter's Estate, 115 Cal. 635, 47 Pac. Rep. 700, the question of the construction of the statutes providing for partial distribution came before the court of that state. Section 1658, Code of C. P. of California, is substantially the same as General Statutes of Nevada, section 2919. But in 1889 (California Statutes of 1889, p. 92), a section was added (Civil Code, sec. 1663), which, with some exceptions immaterial here, is substantially the same as section 1658, C. C. P. of California, and consequently substantially the same as the Nevada statutes. In the case cited ( In re Painter's Estate) , the construction of this section came before this court upon an application by a widow, asking to have what she claimed to be community property distributed to her. The court refused the petition, and she appealed. In the course of the opinion, the court considered what questions can be raised upon such an application, and, as we claim, fully sustained the course pursued in the Foley case. See, also, In re Grider's Estate, 81 Cal. 571.
VIII. Where jurisdiction is conferred over any subject matter and it becomes necessary in the adjudication thereof to decide collateral matters over which no jurisdiction has been conferred, the court must of necessity decide such collateral matters. (Wells, Juris. p. 283; Rice, Probate Law, p. 15; Woerner's Law of Administration, sec. 142.)
IX. This principle completely covers the question now being considered. Upon this application for partial distribution all the parties interested in the estate were before the court. All the property belonged to them, and the court had power and was called upon to distribute it to them. The only question was: In what proportion? Even admitting that the court could not, as an original question, have determined the right of a grantee of an heir, when it came up collaterally, and must be decided in order to exercise the power that the court undoubtedly had of distributing the property, then the court had power, under the strictest rule, to decide the question. (Rice, Probate Law, p. 15, Wells, Juris. secs. 272, 273, and cases cited.)
X. There is nothing in the Nevada decisions intimating a narrower view of the power of the district courts in probate matters than that for which we contend here. Lucich v. Medin, 3 Nev. 93, and Douglass v. Folsom, 21 Nev. 441, are not at all in point. It was there said that the distinction between the different kinds of jurisdiction that exist in the district courts should not be confounded, but nowhere was there a suggestion that the jurisdiction in any case was not sufficient to enable the court to fully decide any case that might arise, whether at law, in equity or in probate. There was no suggestion that, as to either, the court was one of limited or special jurisdiction, and under our constitution the contrary is too clear for argument. On the other hand, the old probate court was one of limited jurisdiction, and the difference that flows from this distinction is one of the exceptions spoken of in Douglass v. Folsom (see p. 447), immaterial there, but of controlling force here.
XI. Under section 2921, General Statutes, the interests of a grantee are protected under the designation of "any person interested in the estate," expressly in section 2927, where it is provided that distribution may be made to a grantee upon final distribution, and by section 2933 on partition. They are not, therefore, strangers to the proceedings in this state, and the reason of the rule stated in Harrington v. La Loque, 13 Or. 344, and similar cases, fails.
XII. In most states where it has been decided that probate courts have no jurisdiction over the claims of purchasers from the heirs, the court is one of limited and special jurisdiction. It has no equity powers, no jury, and no methods of procedure for the determination of such questions. The distinction between such a court and one like ours is aptly pointed out in the citation from American Law of Administration, sec. 142, found on page 26 of appellant's brief. It is there said that the courts of which the authority is special take all their powers from the statutes regulating them, and that they have only such powers as are directly conferred upon them by the statute. As we have seen, this is not the case with our court; but it derives its powers from the constitution, and these powers cannot even be limited by the legislature. The tendency of courts is to take broader views of the jurisdiction of probate courts, and to do away with the narrow technicality of the older decisions. (Works on Jurisdiction, p. 450, Brown on Juris, p. 342; Rice, Probate Law, pp. 8, 10, 12, 19.)
The facts sufficiently appear in the opinion.
W. E. F. Deal, R. M. Clarke, and C. A. Jones, for Appellant:
I. The jurisdiction of the district court in matters of probate is special and limited. The court has no power except such as is expressly conferred by the probate act. (Constitution of Nevada, art. VI, sec. 6; Lucich v. Medin, 3 Nev. 93, 99, 100; 10 Or. 301; Smith v. Westerfield, 88 Cal. 374, 378, 379; 70 Cal. 350; 75 Cal. 512; Probate Laws Pr., sec. 1; 1 Am. Law of Administration, sec. 11, p. 11; sec. 142; Douglass v. Folsom, 21 Nev. 441, 447; In re Hass, 97 Cal. 232; Buckley v. Superior Court, 102 Cal. 6.)
II. "Unless a warrant for the exercise of jurisdiction in a particular case can be found in the statute, given either expressly or by implication, the whole proceeding is void." ( Pelham v. Murray, 64 Tex. 477; Russell v. Lewis, 3 Or. 380; Snyder's Appeal, 36 Pa. St. 166; Briggs v. Cragg, 89 N. Y. 470, 489; Matter of Randall, 126 N. Y. 193; 152 N. Y. 519; Buckley v. Superior Court, 102 Cal. 6; In re Hass, 97 Cal. 232.)
III. "Since the functions of probate courts are limited in respect to executors and administrators to the control of the devolution of property upon the death of its owner, it is not their province to ajudicate upon collateral questions." The right or title of grantees, heirs, legatees, devisees or distributees to an estate must, if an adjudication become necessary, be tried in courts of general jurisdiction. Probate courts have no power to investigate the validity of an assignment of an interest of an heir or legatee; the decree in distribution should be to the successors of the property, leaving questions of distributive rights to be ajudicated in the ordinary courts. (1 Am. Law of Administration, sec. 151; 57 Cal. 447, 459; 29 N. H. 572; In re Hass, 97 Cal. 232; Buckley v. Superior Court, 102 Cal, 6; 41 N. H. 501; 34 Miss. 289, 291; 38 Miss. 104; 46 Me. 489; 29 Conn. 418; 13 Or. 344; 88 Cal. 374; Chever et al. v. Ching Hong Poy et al, 82 Cal. 68, 71, 72; 22 Pac. Rep. 1018; Pond et al. v. Pond et al., 13 Mass. 412, vide 417; Shure v. Fletcher, 69 N. W. R. 239; Buckley v. Imp. Co., 102 Cal. 6; 41 Am. State, 135, notes, p. 143; 22 Am. Stat. 154; In re Randall's Estate, 46 N. E. 945, 947, 948; Stillwell v. Carpenter, 59 N. H. 414; Hewett's Appeal, 53 Conn. 24, 37; 1 Dem. 136; Perry v. Drury, 56 Iowa, 60.)
IV. The probate court, upon a petition for partial distribution, has no power to construe a written agreement, the interpretation of which is contested by the parties. It cannot annul the agreement for fraud. It cannot set it aside for mistake or want of consideration. It cannot reform it for any defect whatever. It has no power to enforce its decree in any of the respects before mentioned. For similar reasons it has no power to decree the specific performance of a contract, or hear evidence to determine what the parties intended where ambiguity exists. The court, sitting in probate, has no jurisdiction to distribute the estate, contrary to the provisions of the statute, under a contract, the meaning of which is disputed and controverted by the parties.
V. "By distribution is understood the division of an intestate's estate according to law." (Bouvier's Law Dictionary, 438.) "Distribution has been defined to be the division of an intestate's estate according to law." ( Rodgers v. Gillet, 56 Iowa, 268; Anderson's Law Dictionary; Grattan v. Grattan, 18 Ill. 167; 65 Am.Dec. 726.)
VI. The community property is not "subject to distribution," and is not within the terms of the agreement of September 17, 1894. (Gen. Stats. 509; Ballinger on Community Property, 230, 231, 232; 56 Iowa, 267; 58 Miss. 692; Beard v. Lofton, 102 Ind. 408; Pacific Reporter, April 22, 1897.)
VII. Under Gen. Stats. 509, by its express and unambiguous words, all the community property "belongs" to the petitioner, and respondents have no interest in it whatever, unless the agreement of September 17, 1894, takes petitioner's interest out of her, and vests such interest in the respondents. The one-half of the community property of which said M. D. Foley and said Minnie D. Foley were possessed at the time of M. D. Foley's death is no part of the estate of M. D. Foley, deceased, but belongs to Minnie D. Foley in her own right, and as tenant in common with said M. D. Foley, by virtue of the marriage relation, and because it was acquired by their joint effort. (Gen. Stats. 509; Ballinger on Community Property, 74, 222, 230, 231, 232.)
ON PETITION FOR REHEARING.
The respondents have petitioned for rehearing on the ground that in their opinion "the court has overlooked some of the facts of the case and has failed to give others their true value."
They say: "Upon the point of jurisdiction we have no quarrel with the law as stated by the court. It is only in the application of the law to the facts of the case that we believe error has been committed."
As to what was stated by this court on appeal to be the law on the point of jurisdiction, and as to its application of the law to the facts of the case will be found reported in 51 Pac. Rep.
Petitioners for rehearing present in their petition, substantially, the same points and arguments as they presented on the hearing of the appeal. These we carefully considered before, and have as carefully considered them again on this petition, and we are satisfied that the law on the point of jurisdiction, as stated by the court and admitted by counsel to be correct, was properly applied to the facts of the case, unless the plain provisions of the statute relating to the partial distribution of the estates of deceased persons should have been disregarded by the court, and this we do not concede.
After stating the allegations contained in the pleadings of the respective parties, counsel say: "Suppose that, under these allegations, the court had found that there was no community property and had ordered distribution of the separate property, one-half to each of the parties, just as distributed in this case, would there have been any question concerning the jurisdiction to distribute the separate property? If not, then it must be that jurisdiction depends upon the evidence produced and not upon the case made by the petitions which is an inadmissible proposition under all decisions." Counsel overlook "the case made by the petitions" as finally submitted.
It is true that by their petition they denied that any of the property was community property and alleged that it was all separate property. But the parties stipulated that certain described portion of the property was community property and certain described portion was separate property. This stipulation had the same legal effect as if the said denial and allegation had been stricken out of the petition of the respondents by their amendment thereto. The petitions then presented a case for the partial distribution of separate property to the appellant and the respondents as heirs with respect to that property, and a case for the partial distribution of the community property to the appellant, claiming the same as surviving wife of the deceased, and to the respondents, claiming one-half thereof as grantees of the appellant.
Neither petition showed that the respondents were entitled to any portion of the community property, as heirs, and could not do so. Then, can it be said with reason that the court had authority to give a decree distributing it to them under the allegations of the petition of either party or both, without ignoring the provisions of the statute with respect to the distribution of estates of decedents?
We are asked to place a construction upon the said contract entered into between the parties. We held before that the consideration and determination of the meaning of that contract were matters foreign to the proper subject matter before the district court, and that it was not proper for that court to pass upon the questions involved therein in that proceeding, nor proper for this court to do so on this appeal. We are clearly of the same opinion now. Whatever construction this court might give would be mere dictum.
The rehearing is denied.