Citizens National Trust & Savings Bank v. Buchman

291 P.2d 547, 138 Cal. App. 2d 228, 1955 Cal. App. LEXIS 1311
CourtCalifornia Court of Appeal
DecidedDecember 30, 1955
DocketCiv. No. 21090
StatusPublished
Cited by1 cases

This text of 291 P.2d 547 (Citizens National Trust & Savings Bank v. Buchman) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Citizens National Trust & Savings Bank v. Buchman, 291 P.2d 547, 138 Cal. App. 2d 228, 1955 Cal. App. LEXIS 1311 (Cal. Ct. App. 1955).

Opinion

NOURSE (Paul), J. pro tem.*

This is an appeal by Hamlin K. Buchman, as executor of the estate of Harry G. Buchman, from a judgment settling the account of the respondent Citizens National Trust and Savings Bank, and allowing to the respondent, as special administrator, statutory commissions and commissions for extraordinary services, and allowing to its attorney statutory and extraordinary fees.

This is the third appeal from orders made in this probate proceeding. The following is a statement of those facts necessary to a decision of the present appeal. The entire history of the matter may be obtained from the opinions in the two former appeals (see Estate of Buchman, 123 Cal.App.2d 546 [267 P.2d 73] ; Estate of Buchman, 132 Cal.App.2d 81 [281 P.2d 608]).

Harry G. Buchman died September 4, 1951. Shortly thereafter special letters of administration were issued to appellant here, and in October the will of decedent was admitted to probate and letters testamentary were issued to appellant. Thereafter, appellant published notice to creditors and filed inventories and appraisals. He thereafter, as special administrator and as executor, filed reports and accounts. His then counsel filed a petition for fees and Claire Morse filed a petition for partial distribution and caused a citation to be issued to appellant to show cause why he should not be removed as executor and his letters testamentary revoked. All of these matters, together with the objection to the accounts of appellant, came on for hearing on March 11, 1953. On March 13, 1953, the trial court (Judge Condee presiding) made a sum[232]*232mary order removing appellant as executor and a formal order of removal was filed on March 16th and on that day appellant appealed from that order. On the same day, upon the petition of Claire Morse, respondent was appointed special administrator with will annexed and with general powers. It immediately qualified and continued to act as special administrator until May 31, 1954. After the removal of appellant as executor, and during the year 1953, the trial court entered its orders settling the several accounts previously filed by appellant and a decree granting Claire Morse’s petition for partial distribution. From the orders settling his accounts, and from the decree of partial distribution, appellant, as legatee and devisee under the will and as executor, appealed. (See Estate of Bucfwian, supra, 132 Cal.App.2d 81.) On April 29, 1954, the remittitur from the District Court of Appeal upon appellant’s appeal from the order removing him as executor and revoking his letters testamentary, and reversing that order, was filed in the superior court. On May 31, 1954, the respondent turned over to appellant all of the assets of the estate which had come into its hands In August, 1954, respondent filed its account as special administrator and its petition for statutory and extraordinary commissions for itself and for statutory and extraordinary fees for its attorney. Appellant filed objections to the account and to the petition and after hearing the trial court (Judge Boss presiding) approved the account and granted the petition for commissions and fees, allowing to respondent as its portion of the statutory commissions, the sum of $2,500 (the total statutory commissions were in the estimated amount of $5,612.16, of which amount the court had, by its order settling appellant’s accounts, credited him with the sum of $2,500 against surcharges). It further granted to the special administrator, as compensation for extraordinary services (these services are detailed in the findings which are part of the order) the sum of $5,000. The court granted to Edward Alton, as attorney for the special administrator, the sum of $1,000, as his portion of the statutory fees (there had been theretofore allowed to attorneys who had represented appellant up to the time of his removal the sum of $3,395), and granted to him as fees on account of extraordinary services the further sum of $4,000.

Appellant makes six assignments of error which may be synopsized as follows:

(1) That the trial court was without jurisdiction to make an order appointing respondent special administrator by [233]*233reason of the fact that the order removing appellant as executor was void;
(2) That if the order appointing respondent special administrator was valid, its compensation should be charged against Claire Morse’s portion of the estate, because it was upon her petition that appellant was removed as executor;
(3) That the evidence is insufficient to justify the allowances made of statutory commissions and commissions for extraordinary services;
(4) That the evidence is insufficient to sustain the award of statutory fees and fees for extraordinary services to the attorney for the special administrator;
(5) That the court erred in its rulings as to the admission of evidence ;
(6) That the court erred in not surcharging respondent with interest on certain bank deposits.

Appellant’s point that the court was without jurisdiction to appoint the respondent special administrator cannot be sustained. Appellant’s argument is that this court, having, in the Estate of Buchman, supra, 123 Cal.App.2d 546, held that the order removing appellant as executor was void for want of due process of law, that he therefore remained executor at all times and thus the court could not appoint a special administrator. The decision of this court in the cited case was not based upon any want of jurisdiction, for the trial court had jurisdiction of the subject matter of its order and of the person of appellant; the basis of the decision is that the court erroneously exercised its jurisdiction by failing to grant the appellant a fair trial and full opportunity to be heard upon the charges on which the court based its order of removal.

The appeal from that order stayed any further proceedings under it, but it did not revive appellant’s letters testamentary which the order revoked, and pending the determination of the appeal from the order, appellant was suspended from office and the court had not only the power but the duty to appoint a special administrator pursuant to the provisions of sections 460 and 465 of the Probate Code (In re Moore, 86 Cal. 72 [24 P. 846] ; More v. More, 127 Cal. 460, 462-463 [59 P. 823]; Guardianship of Jacobson, 30 Cal.2d 312, 321 [182 P.2d 537].)

Appellant’s second point that the compensation of the special administrator and of its attorney should be charged against Claire Morse’s share of the estate is entirely [234]*234without merit. Appellant’s argument on this point is that Claire Morse’s petition was the basis for the erroneous order and that therefore she should be charged with all of the expense entailed in the special administration. There is so little substance in this contention that it is difficult to answer. In the first place, the petition filed by Claire Morse, and which resulted in the citation of appellant, was a proper petition, and if it had been properly acted upon by the probate court, might or might not have resulted in a valid order of removal.

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Related

Estate of Buchman
291 P.2d 547 (California Court of Appeal, 1955)

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Bluebook (online)
291 P.2d 547, 138 Cal. App. 2d 228, 1955 Cal. App. LEXIS 1311, Counsel Stack Legal Research, https://law.counselstack.com/opinion/citizens-national-trust-savings-bank-v-buchman-calctapp-1955.