Estate of De Barry

111 P.2d 728, 43 Cal. App. 2d 715, 1941 Cal. App. LEXIS 724
CourtCalifornia Court of Appeal
DecidedMarch 26, 1941
DocketCiv. 12962
StatusPublished
Cited by26 cases

This text of 111 P.2d 728 (Estate of De Barry) 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 De Barry, 111 P.2d 728, 43 Cal. App. 2d 715, 1941 Cal. App. LEXIS 724 (Cal. Ct. App. 1941).

Opinion

MOORE, P. J.

This appeal is taken by Johanna Coyne, the executrix of the estate of Attorney D. Joseph Coyne, from an order of the superior court sitting in probate, whereby it fixed the fees for the extraordinary services rendered by Mr. Coyne as attorney for the estate of Adelaide De Barry in the sum of $2,500. As a part of the same order, the attorney was required to restore to the estate the sum of $15,000 which he had received as attorney for the executrix and withheld as fees for extraordinary services. The order provided that if the attorney should fail within thirty days to restore' the $15,000 to the estate that then and in that event ‘the estate should recover from him the full sum of $17,500 “unlawfully deducted and withheld from the funds of the estate and converted to his own uses.”

*719 While the caption indicates that respondent is the executrix who was in office at and prior to the time the attorney acquired and retained the moneys, the fact is that following the entry of the order in question, by agreement with her co-heirs, the executrix resigned and Marcus L. Roberts qualified as administrator with will annexed of the estate of decedent and he is now so acting.

The questions involved are: (1) whether the superior court sitting in probate and hereinafter referred to as the probate court, upon hearing an account of the executrix and the objections thereto, may fix the fees for the extraordinary services of an attorney and at the same time require the attorney to restore to the estate moneys theretofore acquired by him without an order of the court; (2) whether the revocation of the probate of decedent’s will, following a contest after probate by her infant heirs, nullifies, as to those heirs, all of the agreements of the executrix and her attorney as well as orders of the court made at the request of such attorney for his own advantage; (3) whether upon the hearing of such account and objections thereto the court may make findings with reference to matters not mentioned in the objections of the attorney but which are integrally related to the value of such extraordinary services.

It is established that at some time prior to July, 1932, the will of the decedent, Adelaide B. De Barry was admitted to probate by the Superior Court of Los Angeles County; that the will named Lucille M. Barry as its executrix; that the executrix employed one D. Joseph Coyne as attorney to present the will for probate and to perform the statutory services required of an attorney of an estate. Some seventeen years prior to the passing of Mrs. De Barry, she had executed an oil and gas lease upon certain of her lands to one Taylor. This lease was to continue for a period of twenty years from date and provided that the lessee might retain possession and continue to operate any well or wells producing oil so long after the termination of the lease as such oil or kindred substances were produced in paying quantities. By mesne assignments, the lease ultimately passed into the ownership of the Texas Company, which was the owner of the lease until its expiration.

On July 6, 1932, about five years prior to the expiration of the lease, and while Coyne was attorney for the estate, he *720 caused Lucille Barry to sign a letter as executrix and individually which purported to employ him to recover royalties unpaid and damages arising out of the failure of the Texas Company to drill and produce oil and gas on the lands of the estate under the Taylor lease and to make such adjustments and settlement as might thereafter be approved by her. Also, by the same instrument, he was to file suit in order to determine the rights and obligations of both parties under the lease with reference to the future drilling on the property in deeper zones. As a consideration for his services and for advancing costs to prosecute the actions mentioned, the writing provided that Coyne was to be paid fifty per cent of the moneys received by “settlement or adjustment made”. Subsequently Coyne filed two suits against the Texas Company to recover damages for drainage of oil from the land and for declaratory relief. Both actions were brought in the name of Lucille Barry individually and as executrix.

On October 25, 1933, Coyne petitioned the court for approval of a new lease on the same property to one Slaney, brother-in-law of Coyne, to take effect upon the expiration of the Taylor lease in April, 1937. Under this new document, the lessee was to pay the sum of $500 as a consideration for this lease and l/7th of the gross proceeds received by the lessee or his assigns “from the sale of oil and gas produced, saved and sold from the leased premises”. The order authorizing the lease to Slaney was prepared and presented by Attorney Coyne at the hearing on November 7, 1933. Prior to that order, however, Coyne had for a long time known that the Texas Company desired an extension of its lease beyond the date of its termination.

Thereafter Attorney Joseph Scott on behalf of two of the legatees, on the grounds of the inadvertence and excusable neglect of his clients and of the illegality of the order, and of the fraud of Miss Barry, moved the court to (1) vacate the order confirming the Slaney lease, (2) to vacate the order distributing the Taylor lease to Lucille Barry, and (3) to remove her as executrix. Scott’s opposition and motion to vacate the order confirming the Slaney lease came on for hearing before the probate department on February 6, 1934. On that day the Texas Company offered to renew its lease and stated that it was ready to pay l/6th royalty and $30,000 *721 in cash in consideration for the lease and in settlement of the litigation which Coyne had instituted. The court suggested the inadequacy of the offer. Further hearing on the motion and opposition was continued until the 13th day of February.

In the interim Attorney Scott procured an offer from the Texas Company for the payment of $60,000 for the Slaney lease and in settlement of all controversial matters, including the drainage suits.

On the 10th day of February, 1934, Lucille Barry and the two legatees who had moved to vacate the order confirming the Slaney lease, with three other legatees, signed a stipulation providing for the settlement of the controversy created by orders Coyne had procured and for the division and distribution of $50,000 of the sum to be received from the Texas Company and for the payment to Scott of his fees by the company. It is in words and figures as follows: “It is hereby stipulated, by and between the undersigned, heirs of the above entitled estate, and the only parties in interest therein, as follows:

“The purpose of this stipulation being to compose and adjust, settle and dispose of the various matters now subject to controversy, and as authority and direction to the Executrix of the above entitled estate, in the administration of the above entitled estate.
“1. That the said Executrix is authorized and directed to accept in full settlement and discharge of the law suits now pending wherein the Estate is plaintiff and the Texas Company is defendant, Superior Court No. 362-898 and 362-899, the sum of $15,000 and dismiss the said actions with prejudice.
1 ‘ 2.

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Bluebook (online)
111 P.2d 728, 43 Cal. App. 2d 715, 1941 Cal. App. LEXIS 724, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-de-barry-calctapp-1941.