Cooper v. Estate of Weisberger

224 S.W.3d 154, 2006 Tenn. App. LEXIS 744
CourtCourt of Appeals of Tennessee
DecidedNovember 28, 2006
StatusPublished
Cited by4 cases

This text of 224 S.W.3d 154 (Cooper v. Estate of Weisberger) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cooper v. Estate of Weisberger, 224 S.W.3d 154, 2006 Tenn. App. LEXIS 744 (Tenn. Ct. App. 2006).

Opinion

OPINION

HOLLY M. KIRBY, J.,

delivered the opinion of the Court,

in which ALAN E. HIGHERS, J., and DAVID R. FARMER, J., joined.

This is a petition for attorney’s fees in probate. The petitioner attorney was retained to represent the estate in the underlying probate action. After his duties were essentially completed, the representatives of the estate hired new counsel for the estate. The petitioner attorney then filed a petition for attorney’s fees, asserting that there had been an oral contract for 3% of the estate’s assets. The estate’s representatives objected, contending that there had been no agreement on attorney’s fees, and that the amount of the fee requested was excessive. After a hearing, the trial court determined that the parties had entered into the agreement as asserted by the attorney, and that the fee agreement was reasonable at the time it was made. Therefore, the trial court enforced the fee agreement and entered a judgment in favor of the petitioner. The estate now appeals. We affirm, concluding that the evidence does not preponderate against the trial court’s decision.

Eva Friedman Weisberger (“decedent”) died on September 14, 2001, leaving a Last Will and Testament (“the will”). Her children, Irving Weisberger (“Weisberger”) and Arlene Weisberger Kleiman *156 (“Ms.KIeiman”), sought to probate her will. To that end, in December 2001, Weisberger, Ms. Kleiman, and Ms. Klei-man’s husband, Alan Kleiman (“Mr.Klei-man”), an attorney, met with Petitioner/Appellee attorney Philip J. Cooper (“Cooper”) to discuss retaining Cooper to administer the estate of the decedent.

The meeting lasted about an hour. During the meeting, the parties discussed the nature of the decedent’s assets, valued at approximately $1 million, not including real estate. It is undisputed that, at that meeting, Weisberger and Ms. Kleiman agreed to retain Cooper to administer the estate of the decedent. However, the terms of Cooper’s engagement were not put into a written agreement. The existence and terms of a fee agreement are at issue in this appeal. Cooper claims that he told Weisberger, Ms. Kleiman, and Mr. Kleiman in this meeting that his fee would be 3% of the probate estate, not including real estate.

Following this meeting, Cooper undertook to provide services on behalf of the estate. He drafted and filed a petition to probate the decedent’s will. The will was admitted to probate, and Weisberger and Ms. Kleiman (collectively, “Administrators”) were appointed as co-administrators of the estate: Cooper provided the services required to administer the estate, such as appearing in court, meeting with the Administrators, dealing with lease issues, and preparing the necessary documents.

The Administrators later hired a certified public accountant, Terry Polsgrove (“Polsgrove”), to prepare the tax documents for the estate, including the federal estate tax return. On Schedule J of the return, Polsgrove listed the attorney’s fees paid on behalf of the estate as $30,100. In the course of preparing the tax return, Polsgrove met with Weisberger three times and reviewed the return with him each time. On the tax form, the attorney’s fees could be characterized as either “estimated” or “agreed upon.” Because Weis-berger never told Polsgrove that he objected to the amount of attorney’s fees listed on the return, Polsgrove prepared the return to reflect that the $30,100 in attorney’s fees were “agreed upon.” Weisber-ger signed the return prepared in this manner. Ms. Kleiman also signed the return, but did so without having reviewed the details of the return with Polsgrove. The estate tax return was filed on June 14, 2002.

Seven months later, on February 24, 2003, Cooper wrote a letter to the Administrators requesting payment of his fee of $30,000, which was 3% of the value of the estate’s assets. On March 13, 2003, Weis-berger sent Cooper a letter in response. In the letter, Weisberger offered to make an initial payment of $5,000, and told Cooper that he did not want to pay his full fee until the legal work had been completed. 1

In April 2003, the Administrators hired another attorney to administer the estate matter. Subsequently, they filed a petition in the trial court to substitute the new attorney for Cooper. Cooper was not told the reasons why he was replaced.

On April 23, 2003, Cooper filed a petition in the probate court for his fees. In his petition, he asked the probate court to order the Administrators to pay him $30,000 in fees, which represented the 3% fee upon which he contended the parties agreed. In response, the Administrators asserted that the parties had not entered into a fee agreement, that Cooper had expended neither the time nor the labor necessary to justify a fee of $30,000, and *157 that such a fee was not reasonable under the circumstances.

A trial was conducted in the matter on July 18, 2005. Cooper testified on his own behalf. At the outset, he outlined his background and practices. Cooper said that he has been practicing law for forty-four years, and that 95% of his practice was in probate. He said that his normal practice in representing an estate was to charge 3% of the assets that pass through the probate estate. He testified that this fee arrangement was originally recommended to him by long-time Probate Court Clerk Bob Dunavant, and that the rate was within the parameters set forth in the guidelines published by the probate court and was routinely approved by the probate court judges.

Cooper then testified about his dealings with the parties in this matter. He said that Mr. Kleiman contacted him in December 2001 about representing the decedent’s estate. When the parties met, they discussed what generally would be involved in the case, and he was told that the decedent had about $1,000,000 in personal assets and about $500,000 worth of real estate. Cooper told the decedent’s family that he would represent the estate for 3% of the probatable assets, his standard rate. He then left the room for about ten to fifteen minutes so that they could discuss the matter. When he returned, the family gave Cooper the decedent’s will and agreed to retain him to represent the estate, with no further discussion of his fee arrangement.

Cooper testified about the work he performed for the estate, but said that he did not keep a record of his time because he had agreed to the fee in exchange for doing whatever needed to be done. Cooper stated that he prepared the petition and order, appeared in probate court and had the Administrators appointed as administrators, assisted in inventorying assets and valuing assets for tax purposes, obtained a tax ID number, appeared in court to obtain an extension of time, prepared receipts and waivers, and filed a claim against the estate on behalf of Weis-berger. He said that he was prepared to do anything else that was either necessary or requested by the Administrators. Cooper estimated that the tasks he performed for the estate took a little more than seven hours.

Cooper testified that he was willing and available to prepare the tax returns for the estate, but instead Weisberger asked Pols-grove to prepare them, because Polsgrove had done accounting for the family for a long time.

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Cite This Page — Counsel Stack

Bluebook (online)
224 S.W.3d 154, 2006 Tenn. App. LEXIS 744, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cooper-v-estate-of-weisberger-tennctapp-2006.