In re the Estate of McKinney (1896) · DecisionDepot
In re the Estate of McKinney
California Supreme Court Apr 16, 1896 No. Sac. No. 48Published
Before: Belcher
Synopsis
Appeal from an order of the Superior Court of San Joaquin County settling the accounts of executors. J„ K. Law, Judge, Presiding.
The facts are stated in the opinion.
Belcher, C. Joseph McKinney died in San Joaquin county, leaving an estate therein of the value of about forty thousand dollars, and also leaving an alleged last will, in which Douglass Luce and Joseph Brichetto were named as executors. The will was presented for probate, and was contested by a woman who claimed to be the widow of the decedent. The case was tried, and the decision and judgment were against the contestant. The will was then admitted to probate, and the persons named as executors were appointed as such, and entered upon the discharge of their duties. Shortly thereafter another contest was instituted by a brother and other heirs of the decedent upon the ground, among others, that the execution of the will was procured by the undue influence of the said Douglass Luce. The trial upon the issues raised in this contest resulted in an order revoking the probate of the will and setting the same aside. Thereupon a special administrator of the estate was appointed, and the discharged executors were required to render a full account of their receipts and disbursements for and on account of the said estate.
[450]An account was accordingly rendered showing receipts by the executors of sums of money aggregating seven thousand five hundred and ninety-seven dollars and nineteen cents, and disbursements of sums aggregating seven thousand five hundred and eighty-eight dollars and three cents. To the allowance of numerous items of' these alleged disbursements the special administrator and one of the brothers of the decedent filed objections, upon the ground that the said items were improper charges against the said estate, and were expenses incurred, if incurred at all, in an attempt to uphold, as the last will and testament, of said deceased, a writing procured by the artifice and undue and fraudulent influence of one of the said executors, and not in any legitimate or proper administration of the affairs of said estate.
The matter of settling the account came on regularly to be heard by the court, and in its order subsequently made it was recited that “it satisfactorily appearing that numerous items of expenditure, incurred by the said executors in attempting to establish a certain paper writing as the last will and testament of Joseph McKinney, deceased, which paper writing has been adjudged and declared to be not the last will of said deceased, but to have been obtained through the undue influence of at least one of the said executors, it is therefore ordered that all of the items so expended, being unnecessary expenditures in the administration of said estate, in the attempt to establish said paper writing so obtained as the last will of Joseph McKinney, deceased, be disallowed, as follows, to wit ” (then setting out a list of the items disallowed, aggregating about two thousand dollars).
The order further recited that “it appearing to the court that the executors of said estate have employed attorneys in the administration of said estate, the sum of five hundred dollars is hereby allowed to said executors to be paid for such services rendered in the administration of said estate, but no sum is allowed as attorney’s fees for services rendered by any attorney in [451]behalf of the executors in either contest of the alleged will of Joseph McKinney, deceased.”
From this order, in so far as it disallowed the specified items of their account, the said Luce and Brichetto. appeal.
The items disallowed consisted of witness’ fees, jury-fees, reporter’s fees for taking down téstimony and transcribing his report, and money paid for services as detectives, on the first contest; and witness’ fees and a special shorthand reporter’s fees for taking down the testimony and transcribing his report, on the second contest; and attorneys’ fees for their services from the commencement of the proceedings to probate the will.
The item for services of detectives was two hundred dollars, marked paid to White & Dunlap. As to this item Mr. Brichetto testified that on the first contest they had a jury trial, and had to employ detectives then to hunt up the record of the contestant so as to prove that she was no widow. And Mr. Dunlap testified that the two hundred dollars was paid to him “for the services of Officer Carroll and Officer Klench of this city, and a detective named Howland that they employed in Oakland,” and that “it was through the services of these officers and detectives principally that we were able to secure the testimony to show the falsity of the claim of the bogus widow.”
The item for special shorthand reporter’s fees was one hundred and twenty dollars, marked paid to F. D.bficol, and the item for transcribing was thirty-six dollars, marked paid to Edward Hood. As to the one hundred and twenty dollars, Mr. Brichetto testified that the money was paid 0. E. Doan, who took the testimony during the trial of the last contest, twelve days at ten dollars per day. And Mr. Nicol testified that Mr. Doan’s services were rendered to the estate in taking the testimony: “He was employed by the executors, by myself and Mr. Louttit, as attorneys for the executors, for that purpose; we considered his services necessary; we recognized the fact that the lady reporter was somewhat inexperi[452]enced, and, in a contest involving so long a trial, we knew it necessary, on behalf of the estate, to have another reporter whose notes would act as a check in conjunction with the official reporter. Mr. Doan was also used by the attorneys for the contestants during the examination, and was frequently called to read the testimony for them; we found, as we had anticipated, that by reason of inexperience the official reporter along in the trial at times was unable to readily read her notes, and it was really necessary that we should have the assistance that we had by the employment of Mr. Doan.” And as to the thirty-two dollars marked paid to Mr. Hood, the witness testified that it was “for the transcription of some testimony ordered by Mr. Louttit, as attorney for the executors.”
The items for attorneys’ fees were six hundred dollars marked paid to J. A. Louttit, and five hundred dollars marked paid to Micol & Orr. As to these items it was proved that Mr. Louttit, at the commencement of the probate proceedings, was employed by the executors to act as their attorney in managing the business of the estate, and that he continued to do so up to the end of the last contest; and that Mr. Nicol was employed as an attorney in the case during the first contest, but did not appear therein, but did appear and take part in the last contest; and that from the time of his employment he assisted in transacting the legal business of the estate.
The Code of Civil Procedure contains the following provisions:
“Sec. 1332. The fees and expenses must be paid by the party contesting the validity or probate of the will, if the will in probate is confirmed. If the probate is revoked, the costs must be paid by the party who resisted the revocation, or out of the property of the decedent, as the court directs.”
An executor or administrator “ shall be allowed all necessary expenses in the care, management, and settlement of the estate, including reasonable fees paid to [453]attorneys for conducting the necessary proceedings or suits in courts.” (Sec. 1616.)
The superior court “may, in its discretion, order costs to be paid by any party to the proceedings, or out of the assets of the estate, as justice may require.” (Sec. 1720.)
In Estate of Simmons, 43 Cal. 543, it was held that the employment of an attorney for the mere purpose of procuring letters of administration is a contract made in advance of any authority on the part of the client to deal with the assets of the estate in anywise; and, whether the application be successful or not, the estate is not to be charged with the fees of the attorney for the applicant.
In Henry v. Superior Court, 93 Cal. 569, it appeared that a woman died leaving a last will in which one McKay was named as executor. The will was presented for probate and a special administrator was appointed. Before the day set for hearing a contest was instituted, and thereafter McKay applied to the court for an order, which was granted, directing the special administrator to pay to the attorneys of McKay, out of the funds of the estate in his hands, a sum of money for counsel fees, witness fees, and other expenses to be incurred in the trial of the issues pending. It was said by this court: “ It is safe to assume that parties interested as devisees and legatees will always take the necessary steps and provide necessary funds to procure the attendance of witnesses to establish the validity of the will, if it is worthy of probate. Our conclusion is that, until the will has been admitted to probate, the court has no power to appropriate the funds of the estate to aid either the proponent or contestant.”
When the first contest in this case was tried the appellants had not been appointed executors of the will, and had no power to deal with the assets of the estate or make any contract with attorneys or otherwise as such. And after they were appointed executors the court was authorized, under section 1720 of the Code of [454]Civil Procedure, in its discretion, to order the costs to be paid by the parties, or out of the assets of the estate.
The court exercised its discretion and refused to order the costs of the first contest to be paid out of the assets of the estate, and in this we see no such abuse of discretion as would authorize a reversal.
After a will has been admitted to probate and executors appointed, it undoubtedly is their duty to defend and uphold the will. (In re Whetton, 98 Cal. 203.)
But by section 1332 of the Code of Civil Procedure, which relates to contests after probate, it is expressly provided that if the probate is revoked the costs must be paid by the party who resisted the revocation, or out of the property of the decedent, as the court directs.
Here the appellants resisted the revocation, and the law made it the duty of the court to determine whether the costs should be paid by them or out of the assets of the estate. The court exercised its discretion and determined that the costs should not be paid by the estate; and, in view of the finding that the will was obtained through the undue influence of one of the executors, we do not think that it can be said that its discretion was abused.
We advise that the order appealed from be affirmed.
Searls, C., and Britt, C., concurred.
For the reasons given in the foregoing opinion the order appealed from is affirmed.
McFarland, J., Temple, J., Henshaw, J.
AI Brief
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Holding. The court held that the trial court did not abuse its discretion in refusing to charge the estate for expenses and attorney fees incurred by executors in unsuccessfully defending a will that was later revoked due to the undue influence of one of the executors.
Issues
Whether the trial court abused its discretion in disallowing expenses and attorney fees incurred by executors in defending a will contest after the probate was revoked.
Whether the estate is liable for costs and attorney fees incurred by proponents in a will contest where the will was found to be procured by undue influence.
Disposition. affirmed
Quotations verified verbatim against the opinion
“The court exercised its discretion and determined that the costs should not be paid by the estate; and, in view of the finding that the will was obtained through the undue influence of one of the executors, we do not think that it can be said”