Bennett v. Poudre Valley National Bank

267 P.2d 647, 129 Colo. 107, 1954 Colo. LEXIS 365
CourtSupreme Court of Colorado
DecidedMarch 1, 1954
DocketNo. 17,156
StatusPublished
Cited by5 cases

This text of 267 P.2d 647 (Bennett v. Poudre Valley National Bank) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bennett v. Poudre Valley National Bank, 267 P.2d 647, 129 Colo. 107, 1954 Colo. LEXIS 365 (Colo. 1954).

Opinions

Mr. Justice Holland

delivered the opinion of the court.

This is an action to recover attorneys’ fees from an estate for services allegedly performed for the benefit of the estate. The claim was disallowed by the county court where the estate was pending, and on appeal, disallowed by the district court. Claimant, as petitioner, brings the cause to this court for review.

Margaret Demmel died testate June 22, 1951 at Fort Collins, Colorado. In her will she named defendant in error bank as executor and the will was presented for probate on June 25, 1951. Citation issued naming , the legatees and a minor heir, John G. Demmel Porter. William Justus Wilkinson was appointed guardian ad litem for the minor child and filed a caveat July 9, 1951. August 5 following, a petition was filed in which the petitioner sought to have Margaret D. Bennett appointed guardian for said minor; the appointment followed on the same day; the guardian ad litem was discharged; ana a payment to him for services in the sum of seventy-five dollars plus some costs, was authorized.

Counsel for the newly appointed guardian filed a similar caveat August 5. After hearing thereon, the county court, on August 14, ordered the will admitted to probate; denied the contention of the caveator that paragraph D of the will was uncertain, ambiguous, invalid and inoperative in that in said paragraph testatrix purported the bequeath in. the uncertain future some $43,486.00 to five legatees, “if living, at the time final disposition of my estate is made.” It is contended that by this part of the will deceased’s six sole heirs at law might be disinherited.

Upon this denial of the caveat by the county court the caveator prosecuted an appeal to the district court which upheld the contention of the caveator and ordered the matter returned to the county court for proceedings in the estate according to the judgment and decree of the [109]*109district court. The guardian had petitioned the county court for leave to employ counsel upon a contingent basis, and in granting the petition, the court entered an order which provides as follows: “Order and Decree that said Margaret D. Bennett, as Guardian of the Estate of John G. Demmel Porter, a Minor, be and she is authorized and directed to retain and employ Wm. Justus Wilkinson and Chester A. Bennett for such special purposes on a contingent basis upon and with the express understanding that the attorney fees shall be set and determined by the Court at the termination of the litigation or other times as the Court may determine, the same to be paid only out of the estate of said Minor and that guardian shall not be personally liable therefor. Done in open Court this 31st day of July, 1951.”

After the matter was returned to the county court from the district court, attorneys for the caveatrix and guardian initiated this proceeding in the estate of Margaret Demmel for an order allowing reasonable attorneys’ fees in the sum of $1,000 as a second class claim for necessary services of caveatrix’ attorneys rendered to the Demmel Estate and the persons interested therein in the caveat proceedings which involved the proper interpretation and construction of decedent’s will. The substance of the allegations of the petition was to the effect that in response to a citation to the minor to attend probate of the will of Margaret Demmel, under which the minor was an heir, the guardian ad litem, regularly appointed, filed objections to the probate of the will, alleging uncertainties and ambiguities, and that judicial construction was required by law before the will could be admitted to probate. A similar caveat was filed by the regularly appointed guardian of the minor, objecting to the probate of paragraph D of said will; that upon trial of the caveat, the executor bank, as proponent of the will, contended for a construction that would entitle said paragraph to probate; that the Demmel estate was primarily interested in the correct construction, inter[110]*110pretation and validity of said paragraph; that deceased expressed herself therein so uncertainly and ambiguously that it was absolutely necessary to institute and prosecute proceedings to obtain a proper interpretation and construction of said will; that the costs and expenses including said claimed attorneys’ fees are proper charges in connection with proving the will; that the estate received the benefit of the services of caveatrix’ attorneys, which services were not duplicated; and that under all the circumstances it was absolutely necessary for the estate to have benefit of counsel, other than proponent’s counsel, to prosecute and present the case for adjudication as to the proper interpretation, construction and validity of the will. On the hearing of this petition, the evidence consisted largely of documentary exhibits which disclosed the recorded facts relating to the work and services for which petitioners claim a fee against the estate were chargeable only to the estate of the minor; and further opposing on the ground that the services of the attorneys making the claim conferred no benefits upon the Margaret Demmel estate and were rendered by the attorneys solely for the estate of the minor; and finally, that the county court is the only authority that may fix fees for the attorney for petitioner. As to this last contention, our Court has said, and again reiterates, that both the county and district court had jurisdiction over the subject matter of the litigation, and that the claim could properly be allowed by the district court.

After full hearing, the trial court made the following pertinent observation: “The sole questions here to be determined are, first, the amount of attorneys’ fee, if proper to be determined here, and second, against whom it should be charged, whether or not it is a second class claim against the Demmel estate.” The trial court then determined that the amount of the fee claimed, if allowable, was not excessive when measured by the amount of work made necessary, and then stated that [111]*111the matter that worried the court was the fact that the authority for the appearance of the attorneys in the county court and in the district court was to be found in an order entered in the guardianship estate, which seemed to fix the manner of determining the fee, and it seemed doubtful if the district court could properly determine the fee, feeling that in the first instance it should be determined by the county court in the guardianship case. The court considered the possibility that the order concerning the fee in the guardianship estate might be interpreted as a safeguard against personal liability of the guardian, and the court then said that, “the services of present counsel herein were not given for the benefit of the Demmel estate unless it could be said that the determination that the will, or part of the will, was invalid, and that the estate, at least part of it, had to be administered as an intestate estate, thus making for certainty or legality, was a benefit, there is no benefit to the estate. Of course it brought nothing into the estate. It did, however, take out of the estate a claim of an heir at law who would not have been included if probate of the will stood. * * * In the usual sense it could not be said ‘we have benefitted the estate.’ The sole purpose was to get a judicial determination that the minor here involved was an heir at law, unless and until that be done, of course, the minor was not a beneficiary in any manner in this estate.” The court doubted its authority to fix. a fee and concluded the appeal by dismissal of the petition.

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Cite This Page — Counsel Stack

Bluebook (online)
267 P.2d 647, 129 Colo. 107, 1954 Colo. LEXIS 365, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bennett-v-poudre-valley-national-bank-colo-1954.