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Scottish Court of Session Decisions


You are here: BAILII >> Databases >> Scottish Court of Session Decisions >> Halliday's Curator Bonis, Petitioner [1911] ScotLR 437 (08 February 1911)
URL: http://www.bailii.org/scot/cases/ScotCS/1911/49SLR0437.html
Cite as: [1911] SLR 437, [1911] ScotLR 437

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SCOTTISH_SLR_Court_of_Session

Page: 437

Court of Session Inner House First Division.

Thursday, February 8. 1911.

[Junior Lord Ordinary.

49 SLR 437

Halliday's Curator Bonis, Petitioner.

Subject_1Judicial Factor
Subject_2Curator Bonis
Subject_3Discharge and Appointment of New Curator
Subject_4Expenses of Discharge.
Facts:

A curator bonis on a small estate received the offer, fifteen months after his appointment, of a professional position in the United States, and petitioned for recal of his appointment and discharge and for the appointment of a new curator bonis. Held, approving the report of the Accountant of Court, that in view of the short period of acting and the reason given for recal, the expenses of the discharge and new appointment did not form a good charge against the estate.

Page: 438

Headnote:

On 25th October 1911 Henry Hamilton Fleming, C.A., Glasgow, curator bonis to James Halliday, presented a petition for the recal of his appointment and discharge and for the appointment of a new curator bonis. The petitioner was appointed curator bonis on 5th July 1910, and in consequence of his having been offered a professional appointment of a permanent nature in the United States, which he was desirous of accepting, he presented this petition. On 7th November 1911 the Junior Lord Ordinary ( Ormidale) recalled the appointment of the petitioner and remitted to the Accountant of Court to examine and audit the accounts of the petitioner and to report.

The Accountant reported:—“That the estate under the petitioner's management on that date consisted of—

1. Tenement of Houses, etc., at Poldrate, Haddington—Rental £68, 6s.

2. Personal effects

£15

0

0

3. £1250 North British Railway Company 3% Debenture tock, cost

1016

16

11

4. Cash in Bank:—

On Deposit-Receipt, dated 29th September 1911

£30

0

0

On Account Current

14

18

6

44

18

6

£1076

15

5

That in the opinion of the Accountant the petitioner may be judicially discharged and warrant granted for delivery of his bond of caution, but that in view of the short period of acting and the reason given for recal, the expenses of his discharge and the new appointment do not form a good charge against the estate.”

On 19th January 1912 the Lord Ordinary exonerated and discharged the petitioner in terms of the prayer of his petition, but found that in the circumstances the expenses of the application did not form a proper charge against the curatorial estate.

The petitioner reclaimed, and argued—The result of the Lord Ordinary's interlocutor would be that the petitioner would be out of pocket by his office. A judicial factor as a matter of course was always entitled to expenses on resignation if he had acted in bona fide and without caprice— Forbes, Petitioner, 1900, 16 S.L.Rev. 268; Gordon, Petitioner, June 2, 1854, 16 D. 884

At advising—

Judgment:

Lord President—The point raised by this reclaiming note involves a very small sum of money, but is one of some interest. The petitioner is the curator bonis of a lunatic, who was appointed by the Court and entered upon the office, and has realised and managed the ward's estate. The petitioner was appointed in July 1910. About fifteen months after his appointment he was offered a professional appointment of a permanent nature in the United States, which he was desirous of accepting, and accordingly he made an application for recal of his appointment and discharge and for the appointment of a new curator bonis. In November 1911 his appointment was recalled and a new curator bonis was appointed. His accounts were entirely in order, and accordingly the Accountant of Court reported that in his opinion “the petitioner may be judically discharged and warrant granted for delivery of his bond of caution, but that in view of the short period of acting and the reason given for recal the expenses of his discharge and the new appointment do not form a good charge against the estate.” Now the pecuniary effect of that is that the curator will lose his fee and will be about £8 out of pocket. Upon that statement prima facie this case would appear to be one of some hardship, but I have come to be of opinion that the Accountant is right and that your Lordships should not interfere with his finding. It is quite evident that when an appointment is going to be made upon a small estate, if the gentleman proposed by the Lord Ordinary said frankly that he was willing to act but that he could not hold office for more than fifteen months, the Lord Ordinary would not appoint him. A person when accepting such an appointment gives thereby an implied undertaking that he will go on with it, I will not say for an indeterminate period, for no person can give a guarantee that he will not die or get into bad health, but he does give a guarantee that he will not act capriciously in the matter; and under caprice I think you must include steps which the party appointed may be entitled to take in his own interest but which conflict with the interest of the estate. Now all these considerations when they come to be applied will often turn out to be questions of degree, and they are accentuated in the case of a small estate. The office of Accountant of Court and the discretion given to him are designed to save small estates from expenses that should not truly be incurred in the administration of such estates. In a small estate like this, if you had a new curator appointed every few months the ward would never have any income from the estate at all, and I think it is certain from the terms of the Accountant's report that he would not have come to the conclusion stated in his report if the estate had been larger and the period of the curator's service longer. That just shows that it becomes a question of degree, which may well be left to the Accountant to determine. In this case I think that the expenses of the discharge and new appointment should not be allowed, and accordingly I think we are bound, in the interest of the ward whose estate is in our keeping, to adhere to the interlocutor of the Lord Ordinary.

Lord Kinnear, Lord Johnston, and Lord Mackenzie concurred.

The Court adhered.

Counsel:

Counsel for Petitioner— Gilchrist. Agents H. B. & F. J. Dewar, W.S.

1911


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URL: http://www.bailii.org/scot/cases/ScotCS/1911/49SLR0437.html