Estate of Fulton

73 P.2d 664, 23 Cal. App. 2d 563, 1937 Cal. App. LEXIS 700
CourtCalifornia Court of Appeal
DecidedNovember 23, 1937
DocketCiv. 5921
StatusPublished
Cited by23 cases

This text of 73 P.2d 664 (Estate of Fulton) 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 Fulton, 73 P.2d 664, 23 Cal. App. 2d 563, 1937 Cal. App. LEXIS 700 (Cal. Ct. App. 1937).

Opinion

PLUMMER, J.

This matter is before us upon two appeals, one from a decision of the court determining heirship, and the other from an order and decree of settlement of final account *565 and distribution. Both appeals are presented upon one transcript and one set of briefs.

The appeal by S. G. Fulton presents for our consideration the disallowance by the trial court of a certain sum claimed as counsel fees for extra services; also the sum of $75.76 for printing a brief used upon an appeal hereafter referred to; also, that it was error to terminate the family allowance as of February 1, 1937, instead of on May 16, 1934; and also, that it was error to order one-half of the estate distributed to Louisa J. Fulton.

The will of William Forest Fulton reads as follows: “In the Name of God, Amen. I, William Forest Fulton, being of sound mind and memory, but knowing the uncertainty of human life, do make, and publish this, my last will and testament, that is to say, I give, devise and bequeath to S. G. Fulton, my father, to be divided among my heirs equally, that he be appointed administrator without bond. In Witness Whereof, I have hereunto set my hand and seal this 18th day of November, 1912'.” (Signed by William Forest Fulton and attested by two witnesses.)

It will be observed that the testator failed to make any mention of his estate. The court, however, apparently construed the will as reading: I give, devise and bequeath to S. G. Fulton, my father, all my estate, etc., or words to that effect.

William Forest Fulton died on the 21st day of December, 1933. The will just mentioned was admitted to probate, and the appellant, S. G. Fulton was appointed executor thereof. Prior to the death of William Forest Fulton on December 21, 1933, the respondent Louisa J. Fulton, was his wife, and upon the death of said William Forest Fulton, under the will became his surviving widow. The appellant, however, claims that certain court proceedings had prior to, and subsequent to the death of William Forest Fulton deprived the respondent of her rights as a surviving widow of the deceased. The proceedings just referred to are as follows:

On June 7, 1932, William Forest Fulton was granted an interlocutory decree of divorce, on the ground of desertion, from Louisa J. Fulton, by the Superior Court of Stanislaus County. The interlocutory decree disposed of certain property belonging to the respective parties. Louisa J. Fulton ap *566 pealed from the decree just referred to. On May 9, 1934, the Supreme Court rendered its decision affirming the interlocutory decree. On December 7, 1934 (almost one year after the death of William Forest Pulton), final decree was entered in said action.

After the death of William Forest Pulton the respondent, Louisa J. Pulton, was granted a family allowance in the sum of $50 per month. Upon appeal to this court, the order of the superior court making the allowance referred to was affirmed. Louisa J. Pulton thereafter filed a petition asking to have set aside to her a probate homestead and certain exempt property. This petition was denied by the probate court and the order of the court was affirmed upon appeal to this court.

The proceedings just referred to were all contested by the appellant, S. G. Pulton, and for the services therein an allowance of $325 as extraordinary services for the attorney for the executor was prayed for, and also the sum of $75.76 for printing of brief in the Matter of the Application for Homestead and the setting aside of exempt property.

The record shows that the court did allow extra compensation on account of services of the attorney, in the sum of $185. The legal fee, calculated upon the appraised value of the estate, amounted to $532, which, with the extra allowance, aggregated the fee for the attorney in the sum of $717, apparently considered by the court as a sufficient allowance for the services of the attorney.

So far as the record shows, it appears that S. G. Pulton was not simply acting as executor of the last will of said deceased, in the preservation of the funds of the estate for the benefit of creditors, but was acting in behalf of his own interests in preventing the respondent, Louisa J. Pulton, from either receiving a family allowance or a homestead, or having set aside to her the exempt property of the estate.

The court, in its order refusing the extra allowance both to the attorney and to the executor, used the following language: “That said W. Coburn Cook performed further services of the reasonable value of $325.00, as alleged in the petition herein, but said fees are not allowed for the reason that S. G. Pulton was not obliged, as such executor, to resist the petitions of Louisa J. Pulton for family allowance and probate homestead and exempt personal property. That for the same reason the sum of $75.76 paid for printing brief *567 on appeal in said homestead matter is not allowed the executor as a charge against the estate.”

Section 902 of the Probate Code specifies “that further allowances may be made for extraordinary services as the court may deem just and reasonable for extraordinary services, such as sales or mortgages of real or personal property, contested or litigated claims against the estate”, etc. The court did allow extra compensation for certain extraordinary services, such as negotiating mortgages, etc., but disallowed, as stated, extra compensation for the litigation referred to.

Section 902, supra, leaves the matter within the sound discretion of the trial court, and does not make it mandatory upon the court to grant extra allowance of fees on account of services. In making such allowance or disallowing a claim therefor, the trial court necessarily takes into consideration the value of the estate, the work performed by the attorney in the routine administration thereof, and the amount to which the attorney would legally be entitled, calculated according to the provisions of the Probate Code, and if the sum allowed by law appears to be a reasonable compensation, even though the attorney may have performed some extraordinary services, it is within the sound discretion of the trial court to disallow claims for extra compensation, and unless it appears that there has been an abuse of discretion, an appellate court is not at liberty to disturb the conclusion of the trial court. As we have said, the court did allow $185 additional fee, which brought the full compensation of the attorney up to the sum of $717, which appears to be a reasonably fair compensation for the services shown by the record to have been performed by the attorney for the executor in the administration of the estate.

Again, the court had a right to take into consideration the motives which actuated the appellant in resisting the claims of the widow, Louisa J. Fulton. In sections 1052 and 1053 of 11B, California Jurisprudence, the rule, supported by a number of authorities, is stated as follows: “If the representative participated individually, or as a partisan, the attorneys’ services are not for the benefit of the estate or in aid of administration.” The authorities supporting the rule just stated are there cited and need not be listed here.

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Bluebook (online)
73 P.2d 664, 23 Cal. App. 2d 563, 1937 Cal. App. LEXIS 700, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-fulton-calctapp-1937.