Estate of Chamberlain CA2/7

CourtCalifornia Court of Appeal
DecidedJanuary 27, 2014
DocketB245025
StatusUnpublished

This text of Estate of Chamberlain CA2/7 (Estate of Chamberlain CA2/7) 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
Estate of Chamberlain CA2/7, (Cal. Ct. App. 2014).

Opinion

Filed 1/27/14 Estate of Chamberlain CA2/7 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION SEVEN

Estate of REXFORD CHAMBERLAIN, B245025 Deceased.

(Los Angeles County SIDNE I. VENTLING, Super. Ct. Nos. BP103769, BP113282)

Petitioner and Respondent,

v.

REX A. CHAMBERLAIN,

Objector and Appellant.

APPEALS from orders of the Superior Court of Los Angeles County, Reva Goetz, Judge. Affirmed. Robert L. Kern and Russell A. Dalton, Jr. for Objector and Appellant. Scott P. Schomer for Petitioner and Respondent.

_________________________ INTRODUCTION

In this consolidated appeal concerning the administration of Rexford and Martha Chamberlain’s trust and probate estates, appellant Rex Chamberlain appeals from orders requiring him to pay attorney’s fees for counsel who represented respondent Sidne Ventling, the trustee and administrator, in connection with Ventling’s petitions to deposit Rex’s share of the estates with the Los Angeles County Treasurer. (See Prob. Code § 11851(b).)1 We affirm.

FACTUAL AND PROCEDURAL BACKGROUND 1. Decedents’ Trust and Probate Estates On June 24, 1994, Rexford and his wife, Martha, executed a declaration of trust, naming Rex as the successor trustee.2 Martha died in May, 2001; Rexford died in October, 2001. The beneficiaries of the Chamberlain Trust were the children of the deceased trustors, namely, Rex, Ventling, and Linda Chamberlain. On December 1, 2008, Rexford’s will, dated July 18, 2000, was admitted to probate. Rex was the named executor of the decedent’s will, which provided for distribution to the trustee of the Chamberlain Trust. Linda, having survived both trustors, died on April 13, 2005. Ventling was the administrator of Linda’s estate. According to pleadings filed by Ventling, in the six years following the death of their father, Rex did nothing to administer their parents’ trust and probate estates. As a result, in March, 2007, Ventling filed a petition to remove Rex as trustee and to require him to account for his administration of the estate. Rex opposed the petition. On October 8, 2008, Rex and Ventling resolved their disputes through mediation, which resulted in the removal of Rex as trustee. Rex and Ventling also

1 Unless otherwise indicated, all further statutory references are to the Probate Code. 2 Because some of the parties share the same last name, we refer to them by their first names for the sake of clarity only. No disrespect is intended. (See, e.g., In re Marriage of Berger (2009) 170 Cal.App.4th 1070, 1073, fn. 1.)

2 reached a global settlement agreement, which provided for distribution of their parents’ trust and probate estates to the two of them in equal shares. Ventling was appointed successor trustee and executor, and for a time she administered the estate. On November 23, 2010, she filed a first and final account, and petition for distribution and allowance of compensation in the trust proceeding. That same day, Ventling also filed a first and final account and report, petition for allowance of statutory fees and commissions, and distribution under the will in the probate proceeding. Copies of the petitions and notices of hearing were mailed to Rex and his former attorney, Clark Byam, on November 29, 2010. The hearing on the final account and petition for distribution of the trust estate was held on January 10, 2011. Ventling’s counsel, Scott Schomer, attended the hearing; Rex did not appear or object in the probate court. The court approved the final accounting and granted Ventling and her attorney the requested fees. On January 19, 2011, the court signed an order settling Ventling’s first and final account as successor trustee. The final account and petition for distribution of the probate estate was submitted for decision on January 10, 2011. The court settled the final account and granted Ventling and her attorney the requested statutory fees in an order dated September 1, 2011. On January 28, 2011, Schomer wrote a letter to Rex, enclosing a copy of the order of final distribution in the trust estate, a receipt for Rex’s distributive share, and copies of two checks. The receipt of distribution stated: “The undersigned does hereby acknowledge receipt of reimbursement of costs advanced in the amount of $10,682.92, pursuant to settlement agreement, together with final distribution of the sum of $50,502.79, as his share of distribution after application of surcharges against his share as ordered by the court and as agreed upon by the settlement agreement.” On February 4, 2011, Schomer wrote a letter to Rex stating that he was enclosing a copy of the order of final distribution in the probate estate, a receipt for Rex’s distribution share, and a copy of a check. The receipt of distribution stated: “The undersigned does hereby acknowledge receipt of the sum of $116,906.28, as his share of

3 distribution in the above entitled estate, pursuant to order of January 10, 2011.” The letter was returned unclaimed. On April 1, 2011, Rex wrote a letter to Schomer requesting payment of the amounts due to him under the trust and will. In his letter Rex expressed concerns about the accountings, estate taxes, and other matters. He also proposed an alternative to the receipts prepared by Schomer, stating: “We will sign the postal receipt for them, and the endorsement on the checks will be the best receipt for your records.” Schomer responded by letter on April 5, 2011, informing Rex that the court would not accept a signed postal return receipt or an endorsed check as a receipt for distribution. In his letter Schomer further indicated that Rex had failed to object to the accountings in a timely manner, as “copies of [the orders] were provided to [him] approximately three months ago”; hence, “the fiduciary [was] not obliged, at the cost of the estate, to present such material in support of the accountings.” Schomer concluded the letter by stating that unless Rex signed the receipts, Ventling would petition the court for permission to deposit his distribution with the Los Angeles County Treasurer. On September 7, 2011, Schomer called and then provided Byam with a copy of the order entered on September 1, 2011. On September 12, 2011, Byam informed Schomer by letter that he no longer represented Rex. Thereafter on September 14, 2011, Schomer wrote to Rex, enclosing a copy of the order settling Ventling’s first and final account as executor. The letter reiterated that unless Rex signed the receipts, Ventling would petition the court to distribute his share of the estates to the County Treasurer. In his letter Schomer further stated that Ventling would seek to recover the attorney’s fees and costs she incurred in bringing the petitions.

2. Ventling’s Petitions To Deposit Rex’s Share With the County Treasurer On October 24, 2011, Ventling filed a petition for an order to deposit the estate property with the Los Angeles County Treasurer, and allowance of fees and costs to her attorney in both the trust and estate proceedings. Copies of the petitions and notices of hearing were mailed to Rex on October 26, 2011.

4 By January 12, 2012, Rex had obtained counsel, Robert Kern, who faxed a letter to Schomer that day, stating, “One matter which should be resolved without further difficulties is the question of the exchange of receipt(s) for check(s). As you probably recognize, my clients do not agree with the ‘surplusage’ which has been added to the proposed items prepared by your office.

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