Estate of Straus

77 P. 1122, 144 Cal. 553, 1904 Cal. LEXIS 731
CourtCalifornia Supreme Court
DecidedSeptember 1, 1904
DocketS.F. No. 3788.
StatusPublished
Cited by17 cases

This text of 77 P. 1122 (Estate of Straus) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Straus, 77 P. 1122, 144 Cal. 553, 1904 Cal. LEXIS 731 (Cal. 1904).

Opinion

LORI GAN, J.

Letters testamentary were granted to the appellant, George B. Mowry, as executor of the will of deceased, on April 9, 1895, and by the terms of the will all the estate of decedent was left to his widow. At the time of his death the deceased was engaged in the hide, skin, and tallow business, which business, together with some money on deposit in bank and solvent debts, represented the whole of his estate, which in its entirety was appraised at the sum of $4,118.78.

After his appointment, the executor, for about a year, continued actively to manage and conduct the business of the deceased, finally closing it up in February, 1896, after realizing for the benefit of the estate some $6,800 profit.

No account or exhibit in the estate was ever filed by the executor until March 20, 1903, some eight years after the grant of letters, and many years after the estate (if not practically ready for settlement and distribution) could, at least, have easily and readily been placed in such a condition, and this account was only presented upon-citation requiring the executor to do so.

The account as filed set forth in detail the conduct of the business of the deceased by the executor, above referred to, his receipts and disbursements therein, and the amount realized as above stated for the benefit of the estate, with matters relating to the condition of the estate generally, and from all of which it appeared that the executor then had in his hands, and had had for at least seven years, $3,317.98 belonging to the estate.

Upon the filing of the account, the widow of the deceased having assigned all her interest in the estate to her son, the respondent in this appeal, the latter, on April 9, 1903, duly applied for a partial distribution to him 'of the moneys of the estate, to the extent of two thousand dollars.

The application coming on for hearing, the court found that all the debts of the estate had been paid; that there was *556 at least the above amount remaining in the hands of the executor, and that it had been there for over seven years; that no distribution of any part of the estate had ever been made to the widow, or respondent, as her assignee; that fifteen hundred dollars could be allowed and paid respondent without injury to the estate, and that after such payment there would remain in the hands of the executor more than enough money to pay his commissions, together with a reasonable attorney’s fee and the charges of closing the estate.

An order was accordingly entered directing such payment, and it is from this order that the executor appeals, his principal ground of complaint being, that there was no evidence to justify the court in finding and determining that enough money would be left in his hands to pay his commissions, attorney’s fees, and other administration charges, after the distribution of the fifteen hundred dollars ordered; or that the sum of $3,317.98 in his hands was any more than sufficient to pay such commissions, attorney’s fees, and charges. We perceive no merit in this contention. While it is true that the allowance to be made for commissions, attorney’s fees, and charges to close the administration cannot be definitely fixed until the final settlement of the account of the executor, yet, in ascertaining whether a partial distribution shall be ordered, and for the purpose of fixing the amount thereof, it is necessary for the court to take these matters into consideration, and determine them upon proper data furnished at the hearing of the application.

Upon the hearing at bar the court had ample data upon which to properly determine all these matters.

The commissions to which an executor will be entitled are purely a matter of computation and are based (Code Civ. Proc., sec. 1618) on the “amount of estate accounted for” by him. The allowance which shall be made for attorney’s fees is largely in the discretion of the court, and is estimated upon the services which are necessarily, and properly, rendered to the executor in the administration of the estate.

The account filed by the executor immediately prior to the hearing for partial distribution, while not so denominated, was, for all practical purposes, a final account, and it, together with the. accompanying exhibit, the inventory and appraisement and the general proceedings in the estate, sup *557 plemented by the evidence upon the hearing, provided sufficient data from which the court could determine what would be a prudent, safe, and proper amount to be retained by the executor to meet payment of his commissions, attorney’s fees, and expenses to be allowed on final settlement.

The distribution of fifteen hundred dollars, as ordered, left in his hands the sum of $1,817.98 to be ultimately applied for those purposes.

Now as to commissions: If the appellant is conceded the most favorable basis he can reasonably claim for their computation, and it be assumed that he would account on final settlement for all the estate as inventoried and appraised— $4,118.78—this, together with the $6,800 profit in carrying on the business of the estate, would make the total value of the estate to be accounted for by him $10,918.78. His commissions, computed under the code (Code Civ. Proe., see. 1618) upon this basis, would be $556.75. And assuming further (which we do not decide) that he would be entitled to a compensation for extraordinary services under the same code section,—“one half the amount of commissions allowed by this section,”—this would bring his commissions up to $835.12, and would be the largest amount of commissions under any circumstances he could obtain. Deducting this from the amount which after partial distribution the executor would still retain in his hands, would leave $982.86 to meet any allowance for • attorney’s fees and expenses of closing the estate. This latter the lower court could readily know from its experience in such matters, and, considering the few remaining steps required to be taken to close the estate, which consisted solely of personal property, would necessarily be small.

As to attorney’s fees: The court, as we have above indicated, had before it sufficient data from which to determine what would in all probability be a reasonable compensation and the amount to be retained by the executor sufficient to meet its payment. It was not necessary that any evidence of a professional nature should have been introduced upon this subject. All the proceedings in the estate and all matters in which the executor could have enlisted or required the services of an attorney were before the court, and from these the court of its own knowledge and experience could deter *558 mine what would be a reasonable fee. (Estate of Dorland, 63 Cal. 281; Freese v. Pemvie, 110 Cal. 469.)

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Bluebook (online)
77 P. 1122, 144 Cal. 553, 1904 Cal. LEXIS 731, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-straus-cal-1904.