Estate of Scheller

148 P.2d 393, 64 Cal. App. 2d 65, 1944 Cal. App. LEXIS 1022
CourtCalifornia Court of Appeal
DecidedApril 25, 1944
DocketCiv. 12589
StatusPublished
Cited by1 cases

This text of 148 P.2d 393 (Estate of Scheller) 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 Scheller, 148 P.2d 393, 64 Cal. App. 2d 65, 1944 Cal. App. LEXIS 1022 (Cal. Ct. App. 1944).

Opinion

WARD, J.

This is an appeal by a residuary legatee from an order approving certain disbursements in the account of an executrix.

Upon the death of Victor A. Scheller his wife, Ceda, sole devisee under his will, was appointed executrix of his estate. Henry B. Martin, Jr. and Vincent H. O’Donnell acted as attorneys in the probate thereof, their statutory fees amounting to the sum of $2,234.75. The first and final account of the executrix, duly sworn to by her and signed by the above attorneys, presented with a petition for settlement and distribution, contains an item of disbursement under March 30, 1940 as follows: “Attorney’s fee, allowed by law, and computed on the sum of $140,475, as follows: . . . $2,234.75.” It also contains the following: “All debts of said decedent and of said estate, and all expenses of administration thus far incurred, and all taxes that have been assessed to or that have accrued against said estate, including city, county and state, have been fully paid, discharged, or otherwise provided for, and said estate ... is in a condition to be closed.' ’ The decree of settlement made thereafter recited that the attorneys were present during the proceedings; that the executrix was examined, and that from oral and documentary evidence in support thereof it was found that the account is true and correct and supported by proper vouchers; that “All of the debts, claims and expenses of the administration of said estate, and all taxes chargeable against said estate, including city, county and state, have been fully paid and discharged, and said estate is now fully administered and ready for distribution and in a condition to be closed.” The decree of settlement also contained the following: “Wherefore, it is hereby ordered, adjudged and decreed that the first and final account of said executrix be, and the same is hereby ratified, approved, settled and confirmed, and all of the payments therein stated to have been made by said executrix are, and each of them is, hereby allowed and approved, and each and *67 all of the acts and things done by said executrix for and on behalf of said estate are hereby ratified, approved and confirmed.”

About eight months after distribution in the matter of the Victor Scheller estate, his wife passed away, and letters testamentary were granted to Margaret Martin Lion in the matter of Mrs. Scheller’s estate. Vincent H. O’Donnell appeared as attorney for the executrix.

Among the claims presented, approved, allowed and paid in the matter of Mrs. Scheller’s estate, was one by Messrs. Martin (the brother of the executrix herein) and O’Donnell, who had represented Mrs. Scheller in the probate of her husband’s estate, in the amount of $2,256.41. The account was made up as follows: $2,234.75 attorneys’ fees in the matter of the estate of her predeceased husband; $26.01 costs in the same connection and $1,000 for services rendered Mrs. Scheller subsequent to the distribution of her husband’s estate, less $1,004.35 paid by Mrs. Scheller on account. The first account filed by the executrix showed the payment of the above $2,-256.41 as a deduction. Margaret Sims, one of the residuary legatees excepted to the account alleging that the attorneys’ fees and costs in the estate of Victor Scheller had been paid in the course of the administration of his estate as evidenced by the final account of Ceda Scheller, executrix, and the decree of the probate court settling that account. After trial the executrix’ petition for settlement was granted, and Margaret Sims’ exceptions denied. Prom this order the latter has appealed. She contends (1) that the presentation of a claim against the estate of Ceda Scheller, deceased, for attorneys’ fees in the estate of Victor A. Scheller, deeeasd, constitutes a collateral attack upon the order settling and allowing Mrs. Scheller’s account as executrix of her husband’s estate; (2) that the attorney for the executor or administrator is now recognized as “a party in interest” in the estate with the right of appeal from an order adversely affecting his interest; (3) that O’Donnell, claimant herein, was not a competent witness as to any matter occurring during the lifetime of Ceda Scheller.

Appellant’s first contention is that the decree of distribution is a conclusive determination that the attorneys’ fees had been paid; that to permit respondents to recover in this action is to attack collaterally the decree of distribution *68 in the husband’s estate. It is true that a decree of distribution is not subject to collateral attack (Prob. Code, §931), but can it be said that the attorneys’ claim for fees in Mrs. Seheller’s estate is a collateral attack upon the decree of distribution in her husband’s estate? When the attorneys filed a final account in the Victor Seheller estate which recited that attorneys’ fees had been paid, they waived any right to recover their fees from that estate. However, such recital and the provisions of the decree to the same effect would not prevent Mrs. Seheller from assuming the fees as a personal obligation which would be enforceable against her estate. The decree established only that as to the estate of Victor Seheller the attorneys’ claim for fees had been satisfied and discharged. The attorneys may recover their fees from her estate without in any way attacking the decree of distribution in her husband’s estate.

Appellant’s second contention involves the same fallacy as the first. That is, it is argued that respondents’ sole remedy was by way of appeal from the decree settling the final account in the Victor Seheller estate. This contention like the first would be true if respondents were attempting to have their fees paid from the assets of the Victor Seheller estate. But the evidence establishes that Mrs. Seheller undertook to pay the fees, so that the attorneys would have had no reason to complain of the decree of distribution in her husband’s estate. They were no longer looking to the estate for payment, but to Mrs. Seheller personally.

The contention that Code of Civil Procedure, section 1880, subdivision 3 is applicable is not well founded. The subdivision provides: “Parties or assignors of parties to an action or proceeding, or persons in whose behalf an action or proceeding is prosecuted, against an executor or administrator upon a claim, or demand against the estate of a deceased person, as to any matter or fact occurring before the death of such deceased person,” may not testify as witnesses. The testimony does not come within the literal terms of the statute. The action is not against the executrix but is a protest against a claim allowed by the executrix. A strict construction has been applied to the provisions of subdivision 3. (Sedgwick v. Sedgwick, 52 Cal. 336; Humes v. Humes, 56 Cal.App.2d 126 [133 P.2d 39]; Jones v. Clark, 19 Cal.2d 156 [119 P.2d 731]; Roy v. Salisbury, 21 Cal.2d 176 [130 P.2d 706] ; Silva v. Dias, 46 Cal.App.2d 662 [116 P.2d 496].)

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Bluebook (online)
148 P.2d 393, 64 Cal. App. 2d 65, 1944 Cal. App. LEXIS 1022, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-scheller-calctapp-1944.