Butt v. Murden

152 S.E. 330, 154 Va. 10, 69 A.L.R. 1048, 1930 Va. LEXIS 192
CourtSupreme Court of Virginia
DecidedMarch 13, 1930
StatusPublished
Cited by15 cases

This text of 152 S.E. 330 (Butt v. Murden) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Butt v. Murden, 152 S.E. 330, 154 Va. 10, 69 A.L.R. 1048, 1930 Va. LEXIS 192 (Va. 1930).

Opinion

Prentis, C. J.,

delivered the opinion of the court.

For an understanding of the sole issue presented in this case reference should be made to Smith and [12]*12Murden, Executors v. Ottley, 144 Va. 406, 132 S. E. 512, in which, the will of Frederick M. Halstead was held null and void because of his mental incapacity. Smith and Murden (appellees here) were named as executors in the Halstead will, and it was admitted to probate by the clerk of the circuit court. From this order of the clerk an appeal was taken by the heirs at law and distributees to the Circuit Court of Norfolk county. The single issue raised (mental capacity) was submitted to a jury. Their finding was that the paper was not the true last will and testament of Halstead, and the court entered judgment thereupon. An appeal to this court was allowed and the judgment was affirmed. Thereafter the administrators of Frederick M. Halstead qualified and the executors under the void will settled their accounts before a commissioner as required by statute, Code, chapter 221. The administrators filed exceptions to these accounts, raising the precise question which is raised by this appeal—that is, they denied the validity of the allowances made to the executors for attorneys’ fees and other expenses incurred by them in their effort to maintain the Halstead will. The trial court overruled those exceptions and a writ of error was allowed upon the petition of the administrators. It was thereupon held by the Special Court of Appeals (Butt v. Murden, 149 Va. 518, 140 S. E. 663) that the writ of error should be dismissed as having been improvidently awarded, without prejudice to any persons interested to bring a suit to surcharge and falsify the accounts.

Then this bill was filed to surcharge and falsify the accounts of the executors to the amount of $17,396.68, covering items alleged to have been illegally paid to the three attorneys for the executors for their legal services in the original contest over the will, and [13]*13expenses incidental to that contest, including stenographic services, fees to expert witnesses, printing in the appellate court and similar items. The record was voluminous, the witnesses many, the contest bitter and prolonged. It is insisted that all of these expenses were illegally allowed, and that the executors should be held personally responsible therefor. It is contended that executors under a will which is ultimately declared void cannot pay necessary legal expenses incurred in an unsuccessful effort to maintain the will of which they are executors, even after it has once been admitted to probate, and that the usual rule as to costs between parties should be applied. While it is conceded that there is conflict in the - authorities in contested will cases, it is insisted that the question is set at rest in Virginia in favor of the heirs at law (appellants) by the case of McCormick v. Elsea, 107 Va. 472, 59 S. E. 411, 412.

In that ease there was a suit in equity, the object of which was to establish a will alleged to have been lost, mislaid or abstracted. The contention of the plaintiffs was that under that lost will the whole of the estate had been devised and bequeathed to them, and this claim was successfully resisted by eight of the nine distributees. The court said this as to the fees claimed: “Except in rare instances, the power of a court to require one party to contribute to the fees of the counsel of another party must be confined to cases where the plaintiff suing in behalf of himself and others of the same class discovers or creates a fund which enures to the common benefit of all; but the discretion vested in the court should never be exercised in a case where the interests of the party whose fund is sought to be charged are antagonistic to the party for whose benefit the suit is prosecuted."

[14]*14We cannot agree that this court, in deciding that case, either considered or intended to determine that under no circumstances could an executor named in a ■will which had been actually probated be allowed proper attorneys’ fees when undertaking, in good faith, to maintain the will. The authorities are not in harmony, and while efforts, have been made by the annotators to formulate general rules, it should be conceded that the cases cannot be reconciled. It would be a thankless task to undertake extended discussion or citation of the authorities.

In Dodd v. Anderson, 197 N. Y. 466, 90 N. E. 1137, 27 L. R. A. (N. S.) 336, 18 Ann. Cas. 738, which is cited and relied on for the appellants, the Court of Appeals, reversing a decision of the appellate division, held that the allowance could not be made under the circumstances of that case; but the emphasis there was placed upon the fact that the will had never been probated, so that the executor never had any letters testamentary, or any duty to perform with reference to the property or to the alleged will, except to offer it for probate. It is impossible to read the opinion without reaching the conclusion that had the will been probated, as the Halstead will had been, reasonable allowances would have been made to the executor whose duty it would have been to resist the attack upon it. There is a note to that case, 18 Am. & Eng. Anno. Cases 741, in which these general statements appear as to the majority view even when there is an unsuccessful attempt to probate:

“In the majority of jurisdictions passing upon the right of a person named as executor in a will to recover from the estate moneys expended by such executor in an unsuccessful attempt to probate the will, it is held that if such person carries on the litigation in a bona [15]*15fide attempt to probate the will, he is entitled to receive from the estate moneys therein expended.”

Roy v. Roy, 16 Gratt. (57 Va.) 418, 84 Am. Dec. 696, is among the many cases cited in support of that statement.

Then as to the unsuccessful resistance of attack after probate, this in the same note is said to be the majority view: “The decided weight of authority supports the rule indicated in the reported case, to the effect that after the will has been duly probated it is the duty of the executor named therein to defend suits brought to revoke such probate or to test the validity of the will, and if he acts in good faith he is entitled to receive from the estate his necessary expenditures in defending such attack.” Cases from numerous jurisdictions are cited to support that view.

The subject is elaborately annotated in Wilson v. Wilson, 188 Ky. 53, 221 S. W. 874, 10 A. L. R. 783.

It is impossible to examine the eases and formulate therefrom rules which are applicable to all cases. Positive and dogmatic pronouncements should be avoided. Much depends upon the peculiar circumstances. If the executor acts in good faith, he is generally entitled to reasonable allowances. In most contests, however, it is merely a question between persons who take the estate if the will is established and those who will take it under the law of descents and distributions if not established. In such eases the executor should leave these interested parties to conduct the litigation at their own. expense and to abide its results without imposing substantial charges against the estate represented by the executor.

This case has peculiar features. The estate was a large one, estimated by some to be worth $500,000.00. With one insignificant exception, there was no person [16]

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Gaymon v. Gaymon
63 Va. Cir. 264 (Fairfax County Circuit Court, 2003)
In re Estate of Wicker
58 Va. Cir. 331 (Virginia Circuit Court, 2002)
In re Klingenhagen
57 Va. Cir. 537 (Virginia Circuit Court, 2000)
Blum v. Levy
107 Cal. App. 3d 195 (California Court of Appeal, 1980)
In Re Law's Estate
113 N.W.2d 233 (Supreme Court of Iowa, 1962)
Little v. Gavin
16 So. 2d 873 (Supreme Court of Alabama, 1944)
Estate of Nolan
108 P.2d 391 (Arizona Supreme Court, 1940)
Carty v. Wood
51 Ariz. 55 (Arizona Supreme Court, 1937)
Estate of Sullivan
74 P.2d 346 (Arizona Supreme Court, 1937)
Greenbrier Joint Stock Land Bank v. Opie
182 S.E. 255 (Supreme Court of Virginia, 1935)
In Re Shepherd's Estate
49 P.2d 448 (Oregon Supreme Court, 1935)
Koteen v. Bickers
177 S.E. 904 (Supreme Court of Virginia, 1934)
In Re Hamilton's Estate
33 P.2d 258 (Montana Supreme Court, 1934)
Foster v. Bell
243 N.W. 847 (Nebraska Supreme Court, 1932)

Cite This Page — Counsel Stack

Bluebook (online)
152 S.E. 330, 154 Va. 10, 69 A.L.R. 1048, 1930 Va. LEXIS 192, Counsel Stack Legal Research, https://law.counselstack.com/opinion/butt-v-murden-va-1930.