Estate of Hart

259 P.2d 703, 119 Cal. App. 2d 310, 1953 Cal. App. LEXIS 1216
CourtCalifornia Court of Appeal
DecidedJuly 22, 1953
DocketCiv. 19553
StatusPublished
Cited by19 cases

This text of 259 P.2d 703 (Estate of Hart) 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 Hart, 259 P.2d 703, 119 Cal. App. 2d 310, 1953 Cal. App. LEXIS 1216 (Cal. Ct. App. 1953).

Opinions

[312]*312VALLÉE, J.

Appeal by William S. Hart, Jr., referred to as Hart, Jr., from parts of an. order settling and assessing costs of trial and appeal in a will contest.

William S. Hart, Sr., died testate on June 23, 1946. After probate, Hart, Jr., instituted a contest of the will which was decided adversely to him by a jury, and a judgment was entered denying his petition for revocation of probate of .the will. The trial court ordered a provision awarding costs to the proponents of the will stricken from the judgment. On appeal by the executors from that order, it was affirmed. Since Hart, Jr., had appealed from the judgment, the court held that the determination of costs should await a final determination of the litigation on appeal. (Estate of Hart, 107 Cal.App.2d 58 [236 P.2d 891].) On the appeal from the judgment, it was affirmed. (Estate of Hart, 107 Cal.App.2d 60 [236 P.2d 884].) Thereafter, the parties filed cost bills: (1) Hart, Jr., for his costs ($4,106.89) on the trial of the contest. (2) The executors for their costs ($15,948.97) on the trial of the contest and on the appeal from the judgment. Hart, Jr., also made a motion for an order that his costs be paid out of the estate; and the executors made a motion for an order settling and taxing their costs. The motions were opposed and affidavits were filed on behalf of Hart, Jr., in support of his motion and in opposition to the motion of the executors. The affidavits sought to have the costs of the executors paid out of the estate.

The court ordered the costs of the executors taxed against Hart, Jr., and the costs of Hart, Jr., disallowed. Hart, Jr., appeals from these parts of the order.

The executors contend the parts of the order appealed from are nonappealable. We held in the Estate of Hart, 92 Cal.App.2d 691 [208 P.2d 59], that the right of appeal in probate matters is purely statutory; that a proceeding to revoke probate of a will is a probate matter; and that the only appealable judgments and orders in probate matters are those listed in Probate Code section 1240 and an order granting a new trial in those proceedings in probate in which the motion is proper. Section 1240 provides that an order refusing to direct an executor is appealable. (See Estate of Mitchell, 20 Cal.2d 48, 50 [123 P.2d 503].) The parts of the order appealed from should be deemed orders directing the executors. The right to appeal is determined by the legal effect of an order, not by its form. (Estate of West, 162 Cal. 352, 356 [122 P. 953].) The affirmative opposition [313]*313of Hart, Jr., to the motion of the executors sought an order that they recover their costs out of the estate. The order awarding the costs of the executors against Hart, Jr., was in effect an order refusing to direct the executors. The record shows that Hart, Jr., by his cost bill and by his motion, was seeking an order directing the executors to pay his costs out of the estate. The effect of the order made was to refuse to so direct the executors. We hold that the parts of the order appealed from are appealable.

Section 383 of the Probate Code reads: “If the probate is not revoked, the costs of trial must be paid by the contestant. If the probate is revoked, the costs must be paid by the party who resisted the revocation or out of the property of the decedent, as the court directs.” Section 383 is directory, not mandatory. (Estate of Hart, 107 Cal.App.2d 58, 59 [236 P.2d 891].) Section 1232 reads: “When not otherwise prescribed by this code or by rules adopted by the Judicial Council, either the superior court or the court on appeal, may, in its discretion, order costs to be paid by any party to the proceedings, or out of the assets of the estate, as justice may require.” Rule 26 (a) of the Rules on Appeal in pertinent part reads: “In probate cases, in the absence of an express direction for costs by the reviewing court, costs on appeal shall be awarded to the prevailing party, but the superior court shall decide against whom such award shall be made.” The remittiturs on the appeals from the order striking the provision awarding costs and from the judgment expressly provided “Respondent to recover costs on appeal.” Hart, Jr., was the respondent on the appeal from the order; the executors were the respondents on the appeal from the judgment.

Hart, Jr., contends the trial court abused its discretion in ordering that he pay the costs of the executors and in refusing to order his costs paid out of the estate. He argues that the discretion of the trial court is not unlimited or unrestricted but must be exercised to accomplish justice; and that, under the decisions, the prime factor to be considered in the exercise of such discretion is the good faith of the parties concerned.

Estate of Powers, 97 Cal.App.2d 888 [218 P.2d 1007], was an appeal from an order which denied a motion of an unsuccessful contestant in a will contest for the allowance of his trial and appellate costs. He contended, as does Hart, Jr., that if an unsuccessful contestant acted in good faith, the court must make such an allowance and that its failure to [314]*314do so is an abuse of discretion as a matter of law. The court said (p. 890): “There is no such rule of law,” and, after quoting section 383 of the Probate Code, that in a contest after probate in which the probate is not revoked, as was in the proceeding here, trial costs “must be paid by the contestant.” As to costs on appeal, the court stated (p. 892) : “Under the present rules, the probate court, so far as appeal costs are concerned, and even where the appellate opinion is silent as to costs, only has the power to decide who shall be liable for costs, and has no power to award them. The appellate court is now the only court that has power to award appeal costs to either a successful or unsuccessful contestant. Once an appeal has been determined, and where, as here, the appellate court makes no specific mention of costs, the unsuccessful contestant and litigant is not entitled to costs, the probate court has no power to award them, and the litigant’s sole remedy, if any, would be in the appellate court on a petition to recall the remittitur.”

Hart, Jr., argues that insofar as Estate of Powers said that trial costs “must be paid by the contestant” it is not a correct statement of the law. Estate of Hart, 107 Cal.App.2d 58 [236 P.2d 891], decided on constitutional grounds that section 383 is directory and not mandatory. The court in Estate of Powers did not consider the constitutional question, nor does it appear to have considered whether the word “must” should be construed as merely directory. We are in accord with the views expressed in Estate of Hart, 107 Cal. App.2d 58 [236 P.2d 891], and hold that in a contest after probate if the probate is not revoked, the court has discretion to determine whether a contestant shall pay the costs incurred by him or whether they shall be paid out of the estate.

In Estate of Bump,

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Bluebook (online)
259 P.2d 703, 119 Cal. App. 2d 310, 1953 Cal. App. LEXIS 1216, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-hart-calctapp-1953.