Carlin v. Brennan

1977 OK CIV APP 55, 572 P.2d 606, 1977 Okla. Civ. App. LEXIS 170
CourtCourt of Civil Appeals of Oklahoma
DecidedNovember 8, 1977
DocketNos. 49925 and 49936
StatusPublished
Cited by1 cases

This text of 1977 OK CIV APP 55 (Carlin v. Brennan) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carlin v. Brennan, 1977 OK CIV APP 55, 572 P.2d 606, 1977 Okla. Civ. App. LEXIS 170 (Okla. Ct. App. 1977).

Opinion

ROMANG, Judge:

This is a probate case. Blanche Brennan, Executrix of the Will of Julius Eugene Carlin, deceased, and Phyllis Carlin, surviving widow, have filed separate appeals from the Final Decree complaining of claims allowed and not allowed. By Order of the Supreme Court these separate appeals have been consolidated for appellate jurisdiction. These combined appeals present four different propositions of error, which we will consider in an order other than presented.

Julius Eugene Carlin died testate on September 26, 1972, as a resident of Tulsa County. His Will was admitted to probate in the District Court of Tulsa County on October 23, 1972. One of decedent’s three sisters, Blanche Brennan, was appointed Executrix as directed by the Will. Notice to creditors was given. After time for presenting claims had expired, Phyllis Carlin, who had once been married to the decedent but later divorced, filed a petition for a widow’s allowance claiming that she was the common law wife of decedent at the time of his death. The Executrix denied the claim. After a four day trial and the taking of the case under advisement for one month, a decision was rendered finding that Phyllis Carlin was the common law wife of decedent at the time of his death, and was thus entitled to a widow’s allowance, which the court set at $250.00 per month. That decision was appealed by the Executrix to the Supreme Court of Oklahoma, where it was docketed as Case No. 47,739. It was assigned to the Court of Appeals, Division I, where the decision of the trial court was affirmed in an opinion filed on December 23, 1975. A Petition for Certiorari was later denied by the Oklahoma Supreme Court.

This appeal of the Executrix relates to that part of the Final Decree which reads:

7. The cash on hand as shown by the Final Account of the Executrix should be adjusted as set forth hereafter. The following disbursements are not allowed because the Executrix did not present her claim for approval as provided by 58 O.S. 351, although the debts were justly due and paid in good faith.
Repayment for telephone calls made • by Gene Carlin $ 661.31
Repayment of loans made to Gene Carlin 1,650.00
Repayment of personal taxes advanced for Gene Carlin 37.20
Repayment of auto and truck insurance premiums loaned to Gene Carlin 476.90
Repayment of legal and bond expenses loaned to Gene Carlin 450.00
Total $3,275.41

All of the above payments and the loan were made during the lifetime of the decedent. The repayment the Executrix made to herself, without filing a creditor’s claim, was on May 17,1976, which was long after the claims were barred by the statute of limitations. See 12 O.S.1971, § 95.

[608]*60858 O.S.1971, § 340 provides:

No claim must be allowed by the executor . . ., or by the judge, which is barred by the statute of limitations.

58 O.S.1971, § 351 provides:

If the executor or administrator is a creditor of the decedent, his claim, duly authenticated by affidavits, must be presented for allowance or rejection to the judge of the county court, and its allowance by the judge is sufficient evidence of its correctness, and it must be paid as other claims, in due course of administration. If however, the judge rejects the claim, action thereon may be had against the estate by the claimant, and summons must be served upon the judge of the county court, who may appoint an attorney at the expense of the estate, to defend the action. If the claimant recover no judgment, he must pay all costs, including defendant’s attorney’s fee.

The Executrix contends that she has the discretionary authority to pay just debts out of the assets of the estate even when creditors’ claims are not filed, and she cites 58 O.S.1971, § 335, which provides:

When it shall appear upon the settlement of the accounts of any executor or administrator, that debts against the deceased have been paid without the affidavit and allowance prescribed by the preceding section, and shall be proved by competent evidence to the satisfaction of the county court that such debts were justly due, were paid in good faith, that the amount paid was the true amount of such indebtedness over and above all payments or set-offs, and that the estate is solvent, it shall be the duty of the said court to allow the said sums so paid in the settlement of said accounts.

§ 335, supra, applies to debts that are “justly due.” A debt that is barred by the statute of limitations, is not a debt that is “justly due,” and it cannot be allowed by either the executor or the judge under § 340, supra.

We now take up the propositions presented by the surviving widow. The first we will consider, reads:

The trial court erred in approving the payment of the Executrix to her sister of a $1,000.00 obligation from the estate without a creditor’s claim being filed, paid after the said claim was barred by the statute of limitations, and which could not have been enforced during the lifetime of the decedent.

On May 17,1976, the Executrix paid to her sister, Opal Loughney, the sum. of $1,000.00 from the funds of the estate. No creditor’s claim had been filed by the sister. The $1,000.00 was for rent money owing to Mrs. Loughney by the decedent, which he had collected on her behalf in 1969, but had never paid over to her. The same law applies here as was applicable to the claim of the Executrix. The claim was barred by the statute of limitations.

58 O.S.1971, § 333 provides:

If a claim arising upon a contract heretofore made, be not presented within the time limited in the notice, it is barred forever, except as follows: (Exceptions not applicable here.)

See in this connection, State ex rel. Cent. State Griffin Mem. Hosp. v. Reed, 493 P.2d 815 (Okl.1972).

We hold that the Executrix is liable for the $1,000.00 which she paid to Opal Lough-ney. Said sum shall be returned to the estate account for distribution.

The next proposition we will consider reads:

The Executrix was not entitled to payment of a fee for extraordinary services for her effort in contesting the claim of the surviving wife as an heir of the estate.

The Final Decree reads:

The Executrix is entitled to ordinary compensation in the sum of $2,204.46, and extraordinary compensation under the laws of the State of Oklahoma in the amount of $2,204.46.

In Wise v. Cutchall, 171 Okl. 60, 41 P.2d 864 (1935), the Oklahoma Supreme Court held:

[609]*609While there is no rule of strict application as to what constitutes extraordinary services, in a general way it is services that are out of the common order or rule and consists of matters not usual, regular, or customary in the probate of an estate. In re Broome’s Estate, 162 Cal. 258, 122 P. 470; Bancroft Probate Practice, § 419. No extra compensation is warranted by the performance of such duties as leasing property, collection of rentals and interest, location of assets, and selling personal property.

In Reed v. Charles Broadway Rouse, Inc., 174 Okl.

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Related

Lewis v. Morris
2000 OK CIV APP 118 (Court of Civil Appeals of Oklahoma, 2000)

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Bluebook (online)
1977 OK CIV APP 55, 572 P.2d 606, 1977 Okla. Civ. App. LEXIS 170, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carlin-v-brennan-oklacivapp-1977.